Hi everyone. It is Tuesday, February 17th. Welcome to another Tech Live stream where we cover all the moves in the AI space.There's a lot of them. I'm Georgia. Now, there's a question that has consumed every software CEO that we've spoken to over the last few weeks.How do you survive when AI can do what your product does. Most of them don't have a great answer yet. Some are embedding AI features and hoping that's enough.Others are cutting costs and praying the storm passes. A few are in outright denial. But ...

Dan Ies today again says the sell-off in Apple's unwarranted that 2026 will be the year Apple finally gets into the AI game. It's a case that he continues to make. It's not a new thought, but he'll expand on it today when he joins me on the closing bell.Um which leads me to something I find really interesting. >> So you bought Apple on >> February >> February 11th. >> Okay.>> Am I right that you I have this in front of me. You sold it the next day. >> Absolutely.>> Why. >> Because on final trade, I gave eve ...

Joining us this morning in a first on CNBC interview is it Toro's chief Yonyi AIA. Yonyi, welcome back. Good to have you.>> Thank you very much. Thank you for having me. >> Um the shares kind of have reflected the volatility and the jitters in the space, but this does seem to be a bit of a sigh of relief, right.>> Well, uh it's always great to see a positive uh market impact uh uh on on the shares. Uh we also announced the increase of uh the share buyback today uh as uh we do believe that's an opportunity u ...

China's tech giants kicking off the Lunar New Year with a new wave of AI competition. Major AI model releases from both Alibaba and Bite Dance. Our DBosa has more in today's tech check.Hey D. >> Hey Carl. Good morning.So there's just been a blitz of AI announcements. Time to what is the biggest consumer window of the year. Together they reveal something the market may be underestimating.China isn't just competing on one slice of the AI race. It's building out the entire ecosystem. from frontier models to ho ...

Bring in show music, please. >> This is Squawk Pod and I'm CNBC producer Cameron Costa. On today's episode, news in the bidding war for Warner Brothers Discovery. Paramount Sky Dance has a week to present an offer better than Netflix's. >> I'd have to say, Joe, this looks like a poop or get off the pot moment. They keep saying they're going to come up with better offer. They're saying you got seven days to do it. David Faber helps us break down the news and the counter counter offers that could be on deck. ...

So would you have a target in mind for maybe the back half of the year. >> Yeah, I think we will see it going back towards four four and a half and when we get closer to that, you'll hear something from the administration that will be very worried about the mortgage issue in the context of the affordability issue. You'll hear more about some form of yield curve control.So I think we are in a range from 4 to 450 with the average being closer to 450 than it is to four. Muhammad, you know, if you were a PM rig ...

Warner Brothers Discovery setting a special meeting date to March 20th and unanimously recommending uh shareholders vote for the Netflix merger, but it's giving Paramount an opportunity to negotiate a better deal. David Faber joins us now. David, all over the weekend, you know, I saw other financial types all saying, "Look, uh, there's things under the surface here, uh, going on in terms of Paramount and Warner Brothers and something is likely uh to be happening." Um, can you make sense of of what it actual ...

Joining us now is Chicago Fed President Austin Goulby. Austin, thank you for joining us this morning. >> Great to see you again, Steve.>> Okay, so let's talk about this inflation report that came out. 2.4% on the headline 25 on core. Austin, what is not to like.>> Well, there's some stuff to like, but there are a few things a little bit warning. Remember when the inflation number comes out, that's a backward 12 month moving average. So one month fell out from 12 months ago and that was a really bad inflatio ...

Commercial real estate leaders gathered in San Diego for the annual mortgage bankers association's finance conference where I sat down with key players to talk debt, equity, and risk across all sectors. Starting with JP Morgan's head of commercial real estate. As we start 2026, it's nice to see a continuation of the trends that we were happy to be a part of during 2025. Increased um equity to the space, increased debt capital, just general liquidity all around. Coupling that with strong fundamentals across ...

The AI trade has been driving the markets for the better part of the last two years. At this point, there are lots of questions swirling though. The first part of that would be whether the capex spending is too much and whether the revenues will ever show up for the hyperscalers. The second part is will AI actually disrupt or destroy lots of businesses and jobs that are out there.Joining us right now is someone who has lived through technology revolutions in the past. John Chambers is the former CEO of Cisc ...