Why don't we start off with the action that we're seeing uh in the futures, a lot of it being driven by the Broadcom earnings. We had a guest earlier said it's another moment of doubt for the AI trade. Do you agree with that sentiment.And then how do you play this. We have so many moments of doubt even after strong reports. >> Yeah, there's a lot of moments of doubt and it's not just today.It's been over the last couple of weeks and I think that's why we've seen this kind of rethinking around the AI theme. ...

We've spent a lot of time talking about this, the potential impact on about 25 million Americans. However, you have a very contrarian take. You say it's going to impact a much lower number of Americans. Can you just explain your thesis and why you think it's going to be just a fraction of that 25 million genuinely affected.>> Yeah, look, at the end of the day, we've been talking about this for the first note we published was 772 days ago. So, long time conversation. When you look at the 25 million Americans ...

We're tracking ETF net inflows for the year that are now over 1.35% trillion year to date. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the SPY and the Triple Q's. Top inflows this week into the DGRW ETF.That's the Wisdom Tree US Quality Dividend Growth Fund. That was followed by the VTI, the Vanguard Total Stock Market Index, and the IWD, the Eyesshares Russell 1000 Value ETF. This week, I spoke with Tom Stout, ARC Investment Management President and ...

We've been talking a lot about the AI trade in recent weeks, some uh throwbacks to the dot area era when we're talking about circular funding and vendor financing. Right now, we're seeing this race in chat bots. Is there is there a plain language way to look at it. Is there some comparison that kind of applies to everyday life that we can look at it.Is it kind of similar to I've heard somebody talk about VHS and beta and the battle isn't over the tech. It's on who can just kind of take the mainstream aspect ...

Some questions about that order backlog at 73 billion. Also, Hawk Tan not giving a lot of clarity about the guidance moving forward in the near term, but you actually think that that according to your most recent note, you think that backlog number is very bullish for the company and you see more upside. Explain the thesis that you're seeing when a lot of other investors seem to be selling the stock.>> Sure. I I think if you look at the backlog that was through uh if you annualize it, that's basically almos ...

Why don't we start with the latest news. The idea of crypto regulation, lawmakers meeting with bankers. Is that definitely a tailwind in your mind for the crypto industry.The fact that the big banks and the lawmakers are getting together, uh, it kind of seems contrary to the idea that Bitcoin is about decentralizing finance. >> Bitcoin is about decentralizing finance from the infrastructure perspective. Uh but look, we welcome all builders into cryptocurrency into blockchain and some of those builders are g ...

positive week overall, but this morning we're seeing the futures and of course the AI trade reacting to those Broadcom earnings. You call this another moment of doubt similar to Deep Seek much earlier this year and then also Oracle and some of the questions that we've seen about that company as an open AI proxy. If we're seeing so many moments of doubt, what does that say about sentiment for the AI trade going into the new year.Well, I think what we can see with AI and with the trade broadly is that of cour ...

AI Impact on Retail Strategy - AI shopping assistants are influencing shopper inspiration, shifting focus from traditional SEO strategies centered around Google to AI agents [2][3] - Retailers face the challenge of maintaining direct customer relationships through their websites and apps as shoppers increasingly turn to platforms like ChatGPT for product discovery [4] - The integration of AI in retail is still in early stages, with mixed consumer sentiment and varying degrees of success in implementation [6][8] - Some data indicates increased conversion rates and potential for billions in revenue driven by AI shopping tools during the holiday season [6] Retail Industry Adaptation - The retail industry is perceived as lagging in technology adoption, particularly in areas like inventory management and point-of-sale systems, posing a challenge for AI integration [7] - Companies are exploring strategies to optimize their product listings for AI search, akin to AI-driven SEO, by providing detailed product information and metadata [11][12] - Walmart has partnered with OpenAI to enable instant checkout through ChatGPT, while Amazon is taking a different approach by blocking chatbots from scraping its website [10] - Brands are creating detailed content, such as blogs, to improve their visibility and ranking in AI-driven search results, leading to increased search traffic from LLMs [13][14] Future Trends - There is potential for consumer feedback from platforms like Reddit to influence product rankings, potentially leading to a focus on quality and personalization [15] - The retail industry is entering a new phase with evolving rules and boundaries regarding AI, with the long-term impact on shoppers still uncertain [14][15]

CNBC’s Frank Holland speaks with Tom Staudt, President & COOO at Ark Investment Management, about the action in ETFs this week. ...

Democrats focusing on the word affordability as a strategy to criticize President Trump's economy. Joining us right now talk about the political messaging CBC contributor Heidi Highamp. She of course is a former US senator, the founder of One Country Project and active strategic advisors co-chair Mick Mulaney.He served as in several positions in the first Trump administration. We love having you both on and we love having you both on together. So let let's get into it because uh Democrats have been using th ...