When an AI agent is given autonomy, money, and human colleagues, what happens. Our next guest participated in Anthropic's Project Vend experiment where AI ran the Wall Street Journal's office vending machine, and the project took some surprising twists and turns. Joining us this morning is Joanna Stern, Wall Street Journal personal technology columnist and CNBC contributor.Joanna, happy Friday. You must know all that this made the rounds all around the street and beyond. For those who haven't gotten to the ...

Actually, Bertha, before you go, I've got one more item uh for today's news update. Bertha has decided to hang up the mic. After more than two decades at CNBC, from her earliest days here reporting on Wall Street to covering obviously the biggest issues impacting our health care system, Bertha has helped countless viewers make sense of the complex topics in the world of business.She's been a steadfast colleague to certainly all of us. So Bertha, from all of us here on Squawk of the Street, from the entire C ...

dig right into the market reaction. We're joined now by Meera Pandit, global market strategist with JP Morgan Asset Management. Um, so the markets, you know, digesting the consumer sentiment number somewhat in stride, kind of more of the same uh that we've seen for much of this year.Um, from a sentiment standpoint, we've gotten some pretty decent AI indicators over the last few days with the Micron earnings. Uh there's news that OpenAI could be raising at a significantly high valuation of $830 billion. At l ...

It devolves sports into the halves and the have nots. So those universities with big alumni backing and business collectives can afford to to load up their uh different programs like Texas Tech did this year, but um no one really knows. But I believe that the school with the most NIL money in the country is Ohio State or the Ohio State.And Ohio State, oddly enough, it's favored to win the national championship. So what you're going to see ultimately is a evolution where the top four conferences will play at ...

Well, Rick, existing home sales in November rose 0.5% to a seasonally adjusted annualized rate of 4.13% million units. That is right along expectations. Sales down 1% from November of last year.Now, this count is based on closing. So, contracts likely signed in September and October when mortgage rates initially came down a little bit but then stayed in a very tight range. The headline on this report is supply.It is coming down again. We've reported on more sellers delisting their homes. There were 1.43% 43 ...

All right, first though, let's get some breaking economic data that's just crossing. Rick Santelli has it for us. Rick.>> Yes, David, indeed. These are the December final reads on University of Michigan sentiment and the inflation metrics embedded in this report. So, the midmon read gets tossed. 53.3% was the midmon read on the headline.It now moves lower to 52.9%. That'll be the weakest since it was 51 in November. And I'd like to point out that if you look at the absolute low, it is 50 from June of 22.We' ...

Trump just made the biggest federal cannabis move in over 50 years, and Wall Street is already reacting. I'm Bernie Gomez at CNBC headquarters, and President Trump has officially signed an executive order reclassifying cannabis, moving it out of schedule one, the same category as heroin, and into schedule 3. That change eases restrictions on research, banking, and taxes, and could reshape the entire cannabis industry.Now, Trump says the move is about patients, including veterans, seniors, and people with ch ...

Time for Jim and stop trading. >> One quiet winter clawing itself back after a quarter that people felt wasn't good yet I thought was good because of the cash flow is Boeing. Uh today JP Morgan raised his price target 240 to 245.Watch this company because as Kelly Ortberg is also David knows is a diff cut of a different cloth. He's a nononsense guy which is what's needed. care is obviously safety first, but this company is coming back and it's going to be a huge stock for 2026.I I wish we could get Hart in ...

I think it represents a continuation of the disinflationary process we've seen and I feel like it's a you know consistent with what we were or I was expecting. Now on the headline though there were some special factors some technical factors that really are related to the fact that they weren't able to collect data in October and not in the first half of November and because of that uh I think the data were distorted in some of the categories and that pushed down the CPI reading uh probably by a tenth or so ...

Consumer Spending & Travel Industry Trends - The consumer is perceived as strong and expected to drive economic activity [1] - Discretionary spending is evident in travel bookings with companies like American Express booking United, Delta, and Marriott [1] - Carnival's performance is positive, with guidance for the next year at 248 streets versus 242 [2] - Southwest Airlines, Marriott, and Airbnb are experiencing upgrades month-to-date [3] - Viking Holdings' stock is up 59% this year, indicating strong performance in the cruise sector [5] Company Performance & Valuation - Carnival cruises are considered a value option [3] - Viking cruises cater to a wealthier demographic with no children allowed [4]