Senator Cassidy joins us this morning. He chairs the health, education, labor, uh, and pensions, uh, or help committee. And Senator, it's good to have you on. Uh, Senator Doctor, it's good to have you on on this morning.Um, is there are we with with the competing plans. Are we moving somewhere. Because neither one is is probably going to pass.I is this is this necessary work that that we need to do the the the whole procedure to get to an end point at some point. >> Joe, it might be necessary. Good morning, ...

Medical Condition - Steve Eisman was diagnosed with breast cancer in June, a rare condition for men, accounting for less than 1% of all cases [2][3] - The diagnosis was made possible by his friend, Dr Robert Gelfan, who detected an issue during a locker room examination [3][4] - Eisman underwent a double mastectomy and has been undergoing chemotherapy since August, scheduled to end in December, followed by radiation in January [5][6][12] - The chemotherapy regimen includes Tol for 12 weeks, followed by a more traditional AC treatment, with advancements in medicine making the side effects tolerable [8][9] - The prognosis is positive, with a cure rate close to 100% after completing the regimen [12] AI Assessment - AI inaccurately overstated Steve Eisman's profit from short bets against the housing market [1]

Right. President President Trump rolling out his gold [music] card immigration plan which will help fasttrack visas uh to retain foreign talent in the US. Joining us now with more on this, Commerce Secretary Howard Lutnik.It it seems and it's good to see you uh Mr. . Secretary and >> it's good to see you. >> I I I a lot of times I do not look immediately for for the downside to something, but I'm sure people are at this point.But but if the president says Tim Cook uh has actually pushed for this policy, tha ...

Welcome back to Squad Clocks. Rick Santella here live at CME HQ with the breaking news on this Thursday morning. Post 25 base point rate cut by the Fed, third consecutive one.Initial jobless claims for the week of December 6th. Well, we're expecting a number around 220,000. Uh it has been extremely well behaved.I still don't see it on the wires. We'll go to the trade balance next. Trade balance minus 52.8% 8 billion.That's a better lower trade deficit than we expected. We were looking for a number closer to ...

We got some uh breaking news I want to get to right now from the Treasury. Some big changes coming to the Financial Stability Oversight Council. Our own Steve [music] Leeman, economics, senior economics reporter joins us with that exclusive story.What you got. >> Hey Andrew, CNBC has obtained exclusively the contents of a letter written by Treasury Secretary Scott Besson, proposing a pretty radical rethink of how the government will promote financial stability and prevent systemic risk. Rather than addition ...

Company Overview & Funding - Isuzu, a rent reporting as a service company, received an additional $50 million in Series C financing, bringing the total capital raised to over $200 million [2] - The funding aims to scale up the company and expand its services [1][6] Market Opportunity - The rental market in America includes 110 million renters who send roughly $14 trillion to landlords annually [3] - Less than 10% of rental payment data is currently reflected on renters' credit scores [3] - Isuzu's platform helps renters build or improve their credit scores by reporting rent payments [3][5] Impact on Homeownership - Rent reporting is crucial for home buying as it helps renters establish good credit [4] - Renters using the Isuzu platform have unlocked over $30 billion in mortgages [5] Expansion & New Services - Isuzu is expanding its services beyond large real estate owners and operators with "rent reporting as a service" or embedded rent reporting [6] - A partnership with Zillow allows users to sign up for credit building through Credit Climb [7] - Isuzu Pay enables renters to split their rent into multiple installments [7][8] - Isuzu acquired Salary Labs to enhance identity verification for renters [8] Ecosystem & Volume - Isuzu's ecosystem includes over 5 million people and $100 billion in rent volume [8]

Roger, settle this for us. Was it hawkish. Was it doubbish.The fact that they're going to buy bonds on the short end, does that have the same impact uh as it just a deeper cut. No, I I think they're trying to avoid sending the message that the buying bonds on the short end had anything to do with monetary policy. Um was it hawkish. Was it dovish.I'd have to say it was uh distinctly undecided. You know, as you point out, there were three descents. One in favor of more uh reductions, two in favor of holding.a ...

All right, let's get your take on Oracle earnings kind of dragging down the whole AI ecosystem right now. What was the big issue here. Uh they did increase their capex spending.They didn't necessarily clarify how they're doing all the funding, but the the the RPO and that's something you and I have talked about a lot. It surged even higher now over half a trillion dollars. >> I mean, I thought the I thought the quarter was actually quite good in terms of earnings were in line.the RPOS were upund 438% year-o ...

Business Model & User Engagement - Restrictions on younger users (Gen Alpha) may create latent demand, potentially increasing their desire to join platforms [1] - Banning access might lead to increased interest and a "you can't have it so you want it more" effect, potentially benefiting the business model [1] - Gen Alpha's conversations and word-of-mouth marketing will continue offline, requiring platforms to recognize second-order communications [1] Social Impact & User Agency - Removing agency and freedom for younger users can backfire, making them want access even more [1] - A mass ban approach may overlook the positive aspects of social media and the potential for responsible usage [1] - Helping kids use platforms responsibly could enhance their mental health and psychological well-being, rather than simply banning them [1] Regulatory & Market Outlook - The speaker doubts a complete ban on social media for those under 16 will happen in America due to the emphasis on freedom and choice [2]

All right. I think all day long we're going to talk about whether this was a hawkish cut. Was it a neutral cut. Was it a dovish cut.What was your take. I I felt like Jac Powell's comments about the the path forward not really being clear. That was a bit hawkish, but at the same time, the bond buying on the short end that seems a bit doubbish.Seems like it has almost the same effect as a rate cut. How did you view it. >> Well, our economists think that it was of course uh less less hawkish than the market ha ...