The Senate has now passed a bipartisan housing affordability bill designed to increase supply and what they hope will decrease uh cost. And that does include that ban on private equity, institutional investors, and major companies from buying single family homes if they already own 350 or more. Now, what happens next with this bill is a huge question mark.We know President Donald Trump has wanted this bill, has pushed for this bill. But that ban on institutional investors buying single family homes is causi ...

Anthropic is in discussions to bring its AI models to some of the biggest names in private equity according to a new report. Could it be a catch22 for the space. Dear Jabosa has more in today's tech check.Hi Dearra. Hey Kelly. So according to the information, Anthropic is in talks with Blackstone and other PE firms to form an AI joint venture embedding Claude across their portfolio companies.But it could get uncomfortable quickly. Say a Blackstone company uses Claude to replace a bunch of point solutions. T ...

I think it's in a really good place, honestly. Yeah, it's not at the peak that it was years and years ago. Um, but I do feel like it's going in the right direction.Um, you know, we we went to this Gen 7 car, next gen car as it's been called, um, over the years. It was a really big deal for this car to be successful. Um, I think in a lot of ways it has been.there's things that need to continue to change and improve, but I think NASCAR is doing a really good job of of, you know, just listening to to everyone ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on a supersized squawk pod, two administration players at the center of two big news stories, energy secretary Chris Wright says the US is not ready to escort tankers through that clogged straight of Hormuz as oil prices dance with $100 a barrel. We're going through a short-term disruption, but it's overdue to address this Iranian threat that's that's festered and grown for 47 years. >> And the Pentagon's Emil Michael, his take on the ...

Amid these mounting concerns around private equity firms, could a new potential partnership with Anthropic be a lifeline. Our dear DBosa has more on that in today's tech check. Morning D.>> Hey Carl. So a lifeline is one way of looking at it. Maybe the generous version, but the more skeptical take is that private equity is inviting the fox into the hen house.According to the information, Anthropic is in talks with Blackstone and other PE firms to form an AI joint venture. The idea being to embed claude acro ...

I am pleased to be joined by the NASCAR man of the hour, Tyler Reddick, for those of you that don't know, Tyler has won the first three races in this NASCAR season, a feat that has never been done in the 78 year history of NASCAR. So my first question to you, Tyler, is, how are you doing this. I mean, is there something that you have picked up in previous years that has led you to this point. Yeah, I mean, I think certainly there is something to it.You know, my experiences in the past. It all three of these ...

The biggest shift in enterprise AI just showed up in the data. Ramp's AI Index shows Anthropic overtook OpenAI in enterprise subscription spend after the Pentagon backlash turned a policy fight into a brand. And Carina Hong, a 24-year-old Stanford dropout, just raised $200M at a $1.6B valuation to build an AI mathematician with a team she poached from Meta. The incumbents are losing on two fronts: customers and talent. This week on The AI Trade: Live: → Ara Kharazian, Ramp's chief economist, on the March AI ...

Welcome back. Stocks falling this morning and oil moving higher as Iran strikes foreign vessels in the Persian Gulf. Let's bring in Charlie Berinsky, vice chairman and head of inst the investment group at Aerial Investments.He owns positions in several big movers since the Iran war broke out, including energy and fertilizer stocks. Charlie, it's uh it's good to have you on here. So, so talk about uh I guess the rationale for you you've been in in these types of names for a while, but it seems like you're po ...

We've got these dueling statements now from the president of the United States and the new supreme leader of Iran. Each one uh sort of doubling down on his existing strategy. Here's what the president said on social media a short time ago. He said, "The United States is the largest oil producer in the world by far. So when oil prices go up, we make a lot of money. But of far greater interest and importance to me as president is stopping an evil empire, Iran, from having nuclear weapons and destroying the Mi ...

Plexity hosting its inaugural developer day rolling out more than a dozen new products and joining us right now an exclusive interview is Perplexity's co-founder and CEO Arvin Trinabas. Good morning uh to you a whole bunch of new products including uh some that have uh come out prior to yesterday but others as well. um help us understand sort of where perplexity is going and what perplexity is doing differently um for example then how we should think about it relative to some of the large language models th ...