Thanks for having me back. >> I mean, I I guess we should start with that that deal because huge gain for your stock on the back of the the Air Force. You're going to power this Air Force in Alaska.What What does it look like in terms of longevity and potential for recurring revenue. >> Yeah, it's one of the exciting opportunities we saw with sort of being able to partner with the government and the defense side to provide, you know, resilient kind of durable power solutions. Uh it's one of the things espec ...

Paramount Sky Dance TV network and movie studio has a clear holiday me message this year or wish buying Warner Brothers Discovery which is fitting because the company will have to wait around Christmas to find out whether or not that's going to happen that not according to me according to a brand new scoop from our very own Alex Sherman going to call him Alex Scoop Sherman and he join you don't like that I know you're joining us now what have we learned about this >> media saga >> I got a copy of the letter ...

Market Sentiment & Trends - A poll on X showed a near 50/50 split on whether the stock market is in a bubble, with 48.8% believing it is and 51.2% disagreeing [2] - Bull markets don't necessarily end due to age, with historical data showing that bull markets lasting four years typically extend to at least five years, averaging eight years [3] - Historically, when the market is up at least 10% for the year heading into November, November has been higher the last 14 times [6] - When the market is up 15% for the year going into November, the last two months have been higher 20 out of 21 times [6] - In years where the market experienced a significant downturn (down 15%) and then recovered to finish the year up 10%, the following year saw double-digit growth, averaging 19% [7][9] - Despite concerns and negativity, there's excitement and opportunity in the market [9] Investment Strategy & Global Markets - While some believe there's a bubble in areas like AI, opportunities exist in other sectors [11] - Many global stock markets are hitting 52-week highs, indicating a global bull market [11][12] - The company is overweight equities with increased international exposure compared to the last couple of years [13] - In a 60/40 portfolio, approximately 71% is allocated to equities, with around 19% in developed international markets [14]

So, let's get more now on how the Zeta data is coming in. Joining us now is David Steinberg. He is CEO of Zeta Global.And there's some good news here. As I read it, it was kind of weakening for about 6 months. Looks like it now.David may may be starting to firm a little bit. >> Yeah, totally right, Brian. For the first time in 6 months, we saw the Zeta economic index go from contracting to expanding.It expanded, you know, 150 basis points to 67.7%. Which is a very healthy place for the economy to be. What a ...

Let's kick it off with one of the smartest people out there. Apollo global management chief economist Torsten Sllock. Love the stuff and the data that you and your team put out.Torston, one of those is this. Earnings expectations for the so-called magnificent 7 have gone up. But for the other, say 493 S&P 500 stocks, they have not.How do we read that. Well, the key issue here is that since the beginning of the year, we've seen a very bifurcated market obviously and is not only in terms of performance, but w ...

And for the trades heading into those prints, let's bring in Tim Seymour, the chief investment officer of Seymour Asset Management. He's also a CNBC contributor. Tim, we're going to start with shares of Qualcomm reporting.Shares are up two head ahead of that earnings report and up more than 4% over the past month. The chipmaker recently announced it would be breaking into the AI data center market. So, what's the trade for Qualcomm heading into that print.Well, the core business is better than expected, esp ...

So joining me now in a first on CNBC interview is Ela Co. Animal Health CEO Jeff Simmons. Jeff, we've spoken numerous times before.At this point, you know, I have multiple dogs in my household. Like many millions of Americans, we care about their health. What's been driving Ela Co's results, specifically when it comes to the pets versus the farm side of things.>> Yeah, Dom, thanks for the time. Yeah, we delivered a great quarter. 9% organic constant currency growth.That really marks uh nine consecutive quar ...

Aean Jabber is live at the Supreme Court. Aean, am I right. Or live in our bureau.Am I right. I mean, we're going back to the 1970s to try to figure this out. >> Yeah, absolutely.There's a lot of invocation of Richard Nixon. Those uh those uh arguments of the Supreme Court just wrapped a short time ago. I just got back from the Supreme Court here to our bureau.And I got to tell you, Brian, the one thing that raised my eyebrows was the degree of skepticism that you heard from some of these conservative justi ...

Welcome back. Shares of AMD are trading higher after reporting a top and bottomline beef for its quarter with investors focusing on areas like growth in its AI chips business. McKenzie Sagalos has more in today's tech check.Mac, the AMD trade is an interesting one versus Nvidia. >> It really is. We don't get the Nvidia numbers for another two weeks, but for all the buzz around AMD's AI push, the actual payoff still isn't showing up in the numbers.Yes, the quarter was a beat and guidance was strong, but inve ...

Welcome back to the exchange. Wall Street couldn't stop mayoral uh Mayor Mandani. Now it has to work with him.That is the headline on a Wall Street Journal piece today following Mani's mayoral victory. In an exclusive interview, our own Diana Ole got to actually speak with one of Wall Street's heavyweights about Mani's potential policy impact, especially on real estate. Diana, talk to us a little bit about your conversation with Barry Sternlet.>> Right. Well, Tom, I sat down for more than a half an hour jus ...