So, we're hearing one of the co-CEOs say they're going to need to borrow less money than previously thought. At the same time, they're raising their capbacks. How why do you think the street's reacting to that so strongly.Is it the spending or is this like the lack of clarity about the financing. I >> I think that there is just a lot of concern here about where that revenue is supposed to come from. Um, I don't think that there is a lot of certainty that that OpenAI can do what they say they're going to do ...

Right. That is true trivia. >> Yeah.>> Uh trading cards and other collect other collectibles are a hot gift for the holidays. There's some new data on this growing market and Courtney Reagan has it. She joins us live with more on this.Courtney, I have to say I know it's about the only thing at least on my son's Christmas wish list. Same thing for my son Becky. That's sort of what got me hot on this story a couple months ago.In fact, I'm at Bleecker Trading in New York City. While the store is quiet now, it' ...

I want to bring in Congressman Brian Fitzpatrick, a Republican from Pennsylvania, and Congressman Tom Squisy, Democrat from New York. They co-chair the Problem Solvers Caucus. Earlier this week, they introduced the bipartisan healthc care insurance affordability act.Good morning, uh, to both of you. Uh, this is one of the few things at least you guys agree on. The question is whether anybody else does.>> Yeah, we got to get people to pay attention. This is a very serious issue. It's affecting a lot of peopl ...

Joining us now, Jackson Ader, a Key Bank Capital Markets equity research analyst. He cut his price target on Oracle to $300 from 350 after the company's uh earnings. Uh you're still not close to the price though, are you Jackson.But kept his overweight rating on the stock. Um welcome. And can we go back in time a little bit because the way that Oracle got to those stratospheric levels where Larry Ellison was the the the most was the richest country on the planet at one time, uh the stock was much higher aft ...

The Fed cutting rates as expected yesterday, but markets read a hawkish cut as somewhat dovish. Steve Leeman joins us right now with more on that. And Steve, this was interesting to watch the market's reaction after hearing this and then hearing JPAL speak.>> That was the curious part of it. All went as expected except perhaps the curious market rally that came after. I'll talk about that in a second.The Fed followed through on an expected hawkish rate cut, reducing rates by a quarter point to the new range ...

Joining us to break all this down uh with his perspective on it is Ben Smith, Semaphore, co-founder and editor-in-chief. Good morning. >> Morning. >> Okay, so let's try to figure this out. First of all, let's just go with the Trump of it all. >> Yeah. >> And the CNN piece because that's sort of a new wrinkle in the saga. Do we think that now no matter who buys this thing that even if the Ellison's ultimately buy the completed asset, the full thing that they're going to have to sell CNN that he doesn't seem ...

Joining us right now is Kelsey Barrow. She is JP Morgan asset management fixed income portfolio manager. And Kelsey, I don't know my take on the commentary afterwards.Was Yeah, this is it's it's a hawkish statement, but not as hawkish as I had even expected, which I is that why the market was up or do you see some other reason. >> Yeah. So, it's interesting.You know, we hear what the what Chair Powell said, but then we watch the market reaction. And the market reaction is a function of not just what he says ...

[music] It is time. It's time for the lightning round for the slo [music] and then the lightning round is over. Are you ready.Ski dad light. Let's start with Jim in Connecticut. Jim.>> Jim, you add Boeing to your trust. Hexel makes lightweight material for Boeing and many other companies. [music] >> Hexel is a very good company, sir.The only reason I said to buy Boeing is both Hexel and Helmet had gone up too high. Boeing is still lagging. Let's go to Steve in Pennsylvania.Steve. >> Yeah, Jim. Steve from Ph ...

And I think it's important. When I went out very positive, never since been positive, all I ever hear about is, "Well, Jim, do you understand that Petco's got something like that? Do you understand that Amazon's got something like that? Do you understand that Walmart's got something like that? From what I can tell, you're beating all those guys." >> Yeah. Jim, you know, pets, as you and I have always appreciated, is a super emotive category.And in an emotive category like this, when you show up with, you kn ...

[Music] Well, here's a confusing one. This morning, we got this set of numbers from Chewy, the online store for pet food and pet supplies that I have told you I like very much. Cub reported a modest top and bottom line beat also raising the low end of their fullear forecast.At the same time though, the gardens for the current quarters seem to be a little light. Wall Street seemed to have a hard time figuring out what to make of these results. Stock initially dropped in pre-market trading, then it came roari ...