Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pot, the Fed moves. It's the day after the central bank made its third quarter point rate cut this year with a strong dose of caution about the economy. >> We don't know. He's they're waiting to see what happens both with the labor market and with inflation. >> Senator Elizabeth Warren on the Fed's future under new leadership, still TBD. The president is looking for someone who will do his bidding and with political implicat ...

Shares of Disney are hired today after they struck a big deal with open AI. And while hundreds of creatives, actors, musicians, and writers have all expressed copyright concerns about the technology, Disney CEO Bob Iger telling CNBC exclusively earlier today that this agreement actually protects IP. >> We're licensing about 200 characters for users of Sora to create their own basically videos using Sora.and those characters. We are not including name and likeness, nor are we including character voices. And ...

Rivian is holding its AI day out in PaloAlto, unveiling its autonomous driving system and launching its own chip, believe it or not. Joining us now to discuss is Rivian CEO R. J.Scarring along with our very own Phil Labau. Great to have you both here. Phil, kick us off.>> Thank you very much, Kelly. R. J., we're standing in front of an R2. Slew of announcements you guys just made. We'll go through a number of them, but I want to start first off with your decision to design your own chip when it came for AV ...

My next guest isn't worried. He does say 2026 will be the year of a proud bowl, not a stampeding one. Joining us now is Chris Heisy, the chief investment officer for Mel and Bank of America private bank. Chris, I'm not that up on my western metaphors. So, please uh explain what you see happening here. >> Yeah, it's great to be with you, Kelly. I I would say this. A proud bull is one that looks back and says, "Look at all the hard work we did not just in the last 12 months, but really almost the last 36 mont ...

Hi, Kelly. Well, analysts do expect the chipmaker to beat and raise. Honestly, everyone is incredibly bullish on this company, and that's because of surging demand specifically for custom chips it makes for Google.That momentum helps explains why Broadcom, you said shares are down today, but if you look at it over just a two-month period, shares have jumped 25% while Nvidia essentially flatline. You can see down negative 2%. But these particular chips, they're called TPUs or tensor processing units and they ...

If the crypto crowd was hoping for a rate cut bump yesterday, they haven't exactly gotten it. Bitcoin is down 3% today. It's around 90K.You can feel it's kind of on a knife edge there. Some riskoff sentiment following Oracle's earnings last night, not helping either. But it's not just a today story, of course.Bitcoin is down more than 20% over the past 3 months. But my next guest says no mind. He sees the crypto market still growing 10 to 20x over the next decade.No sweat. And he just launched a new crypto ...

The demand for Disney characters in particular from our users is sort of off the charts. So, I won't rule out anything in the future, but we think this alone is going to be a wonderful start uh for what our customers want to do when it comes to, you know, putting themselves in that one lightsaber scene from uh lightsaber fight from Star Wars or making like a a Buzz Lightyear custom birthday video for their kid. Uh I think this is going to be like quite a big deal for our users and then we can uh we can reev ...

For more, let's bring in Alex Caneritz, the founder of Big Technology and a CNBC contributor, and Gil Laura, who is an analyst at DA Davidson. Welcome to both of you. Alex, how significant are the OpenAI announcements today.>> They're pretty significant, and that is because OpenAI is now taking a strategic pivot in a way where they were previously really focused on consumer, now they're all in on enterprise. I have some reporting that earlier this week, Sam Alman sat with heads of New York publications and ...

And right now, more breaking news on the chat GPT front. Let's get straight to Mackenzie Sagalos with the details. Mac.Hey, Kelly. So, OpenAI has just unveiled GBT 5.2%, which it's billing as its most advanced frontier model yet for everyday professional use. Better at things like long multi-step tasks such as coding, spreadsheets, document analysis with far fewer hallucinations.According to the engineers who built it, now it's rolling out both in the consumer chatbot and via the API for enterprise customer ...

Market Outlook & Predictions - Funstrat's Tom Lee will provide a 2026 market outlook [1] - Gene Munster will share his tech trade outlook [1] - The Dow Jones Industrial Average is hitting a new record high [1] - S&P 500 set a new closing record high yesterday [2] Stock & Investment Opportunities - Kore CDE is highlighted as a final trade, with gold above $4,300 and silver above $64, expecting a 10% increase after acquiring New Gold [2] - Net Scope is mentioned as a stock to watch, reporting earnings today for the first time since its IPO [2][3] - Delta Air Lines hit an all-time high [3] - Zoom is making a new 52-week high after great earnings [3]