Welcome back. Novo Nordisk gaining FDA approval for the first oral weight loss drug. Our Anakah Constantino spoke with the CEO and joins us this morning.Hey, Anakah. >> Hi, Carl. That's right.So, we're all familiar with Novo's Blockbuster Weekly injection, Mgoi. But for the very first time, patients will be able to access an oral version of that drug. It's the first ever GLP-1 pill specifically approved for obesity, and it's launching early in 2026.And Novo says it's priced at a significant discount to what ...

Busy day for data and we're getting a little bit more right now out of Conference Board. Let's get back to Rick Santelli. Hey Rick.Yes indeed, Carl. December consumer confidence from conference board expected to come in around 91 is a disappointment. Comes in at 89.1%.However, last month's 88.7% shoots all the way up to 92.9%, which makes this number at 89.1% the biggest since the revision of last month. And last month's revision at 92.9% will be the best since the month before that October when it was 95 a ...

Let's begin though with some breaking news from Leslie >> Carl. Thank you. Um, Citadel [music] planning to return about $5 billion in profit it earned in 2025 back to investors at the beginning of next year.That is according to a person familiar with the matter. The firm's flagship multistrategy fund known as its Wellington fund gained 9.3% in the year through last week, said the person who asked not to be named discussing performance details. The profit being returned is not all that was generated in 2025, ...

Let's get to Jim. It's not trading. I've >> been thinking a lot about the Warner Brothers Discovery and the one thing I don't understand, you've got that bid.It's money good from Ellison. Just come in with 34. I mean, Larry Ellison is a person who has stormed in uh what when people saw when he did the hostel, he said, "Look, here's the way it's going to be." Uh Cerner, here's the way it's going to be. Where is the here's the way it's going to be.It's $34. We're we're four dollars better than Netflix, maybe ...

Industrial Production & Capacity Utilization - Industrial production increased by 02% in November, surpassing expectations of 01%, marking the best performance since June [1] - Capacity utilization reached 760% in November, exceeding the expected 759%, achieving the highest level since July [2] - These figures indicate an improvement in industrial activity, despite manufacturing not operating at full capacity [2] Interest Rates & Treasury Market - Interest rates have been rising following a higher-than-expected price index on GDP and stronger GDP growth [2] - The 10-year Treasury yield is up by two basis points to 419% [2] - The 2-year Treasury yield is up by three basis points to 454% [2] - There is a slight flattening bias observed in the Treasury complex [3] Currency Market - If the US dollar closes below 9814, it will be the lowest close in two and a half months [3]

because AI can make it so you don't need to hire as many people. >> We're going to talk about more about this in a minute. Let's get the opening bell here in the CBC real time exchange.At the big board is Peerless ETFs celebrating its option income real ETF and [music] the NASDAQ is quantify funds celebrating its Bitcoin gold exposure. >> Well, I think gold, yes, Bitcoin, no. Uh gold, silver, copper are on runs that if we were to do a commodity show, I wouldn't say a commodity show for a while.I mean, you c ...

Uh let's get let's get more about this deal. Just so people know this is Service Now uh buying uh Amos and Armis and that's to expand cyber exposure. So let's go right to it. Uh this is a CNBC exclusive. Bill, welcome back to Squawk on the Street. >> Thank you very much, Jim. >> Okay, so Bill, why do you need to do this? You've come on many, many times and said, "Look, we are the single source of truth. We've got the AI control tower for business. Why do you need to have a layer of of cyber security.Because ...

M&A Market Trends - M&A activity in 2025 exceeded expectations, with a significant acceleration after a flat first quarter, ultimately rising by approximately 59% [3] - Deal activity spans various sizes, with TMT (Technology, Media, and Telecommunications), healthcare, and life sciences leading the way, followed by financial services [4] - Energy resilience and capacity are key drivers for acquisitions, particularly in the context of AI development, where energy constraints are a major consideration [5][6] - Healthcare companies are actively seeking to diversify their pipelines and adapt to changing government policies [7] IPO Market Dynamics - There's a strong desire for the IPO market to grow, with December's IPO volume matching September's as the two largest volume months of the year [8][9] - Medline accounts for over 7 billion USD of the IPO volume this month, representing approximately 81% (7/8.6) [9] - Many companies are waiting on the sidelines to access the IPO market, seeking alternative exit opportunities [10] - Companies are staying private longer due to the ease of access to private capital and liquidity alternatives, requiring a larger scale to go public [10][11] - A robust IPO calendar is expected for the coming year, with private equity portfolios holding numerous assets that need to be monetized [12]

Let's look at Bitcoin prices this morning. Oh my god, there might not be another interest rate cut. Uh, better sell some Bitcoin.Um, there it is. Um, right now down 598 at 87. We'll talk about where it's been uh with Anthony Pompiano, founder uh and CEO.I was looking at Coinbase. Got as high as 300 back in 21. Then it went all the way down to 30. Then it got all the way up Anthony and then we'll get to coin uh to Bitcoin all the way up to almost 400 again.Now it's almost been cut in half again. very volat d ...

Okay, let's uh let's keep doing this, Steve. It's it's pretty interesting. For more on all this data, I want to bring in uh Hyundai Yuba Yuva, uh senior US economist at BFA Securities.You're sitting there with Steve. What do you what do you what do you think of what you just heard. >> I think this is a very very impressive GDP report.As Steve correctly pointed out, 8% essentially nominal GDP growth. Consumer spending really beat expectations. This is pretty unusual.I mean we had the monthly data for July, A ...