is Magic Group CEO and board member Spencer Rascoff. Spencer, welcome. Um, I'm looking at this report and I'm thinking AI is having an impact both in how you're matching people and how you're having to protect people.So, give us those of us who aren't in the pool anymore. Give us a sense of how AI is affecting the effectiveness of match and how people are using it. >> It's a game changer, John.Uh, we're using AI throughout our product. So, at the top of the funnel in terms of how users create profiles and p ...

Well, Hinge Health is falling after hours despite beating street expectations for third quarter revenue and fourth quarter guidance, but just giving back just about all of today's gain. Joining me now in a CNBC exclusive, Hinge Health CEO Daniel Perez. Uh Daniel, um right before the call, too.So, let's get to the meat of this. uh strong growth here and as you guys are looking at issues of uh back health, joint health, what is allowing you to move ahead of expectations. >> Well, look, our our strategy for au ...

How concerned should investors really be. Joining us now is bespoke Investment Group co-founder Paul Hickeyi and CNBC senior markets commentator Mike Sani. It's great to have you both here.Paul, I'm going to kick this one off with you because we have been beating the drum on the poor breath in the market here. We've also been beating the drama on how expensive stocks look particularly tech stocks and and stocks tied to AI. The other thing we perhaps haven't been talking about as much is the fact that liquid ...

Kate Rogers sits down with Wingstop CEO Michael Skipworth to discuss the company’s Q3 results and how it is navigating increasing macro headwinds. ...

Financial Performance - Norwegian Cruise Lines achieved record revenue, record IBIDA, and record bookings in the reported quarter, which is expected to positively impact 2026 results [3] - The company has expanded its IBIDA margin by 600 basis points over the last two years and anticipates an additional 200 basis points by 2026 [6] Strategic Focus - The company is shifting its focus to premium families within the NCL brand, while luxury brands (Oceanana Cruises and Regent Seven Seas Cruises) continue to target high-net-worth individuals [8][9][10] - The company's strategy of accommodating three to four people per cabin leads to better economics and improved margins compared to cabins with only two occupants [12] Booking Trends & Outlook - Q4 bookings are nearly complete, with ships substantially filled and an anticipated occupancy rate of 102% [14][15] - Booking strength is primarily for 2026 voyages across all three brands, indicating consumer optimism and a continued interest in experiences [3][15][16] - The company expects yields to grow in the low to mid single-digit range on a measured capacity growth basis [5]

Financial Performance - Rivian reported a smaller than expected loss of $0.65 per share, compared to the street's expectation of a $0.72 loss per share [1] - Revenue came in slightly better than expected at $1.56 billion [1] - Rivian reported a gross profit of $24 million for the third quarter [2] - Gross margin was 2%, compared to negative 45% in Q3 of last year [2] - Software and services revenue reached $154 million, a significant increase from a loss of $13 million in Q3 of the previous year [2] Guidance and Production - Rivian reaffirmed its delivery guidance between 41,500 and 43,500 vehicles [3] - The company maintains its Ibida loss guidance of $2.25 billion to $2.5 billion [3] - Rivian is on track to begin R2 production in the middle of next year [3] - Rivian has over $7 billion in cash or cash equivalents, positioning it well for the R2 launch [5] Supply Chain and External Factors - The next chip situation is a complex issue affecting every automotive manufacturer globally [7] - Rare earth metal sourcing is a complex long-term issue, and Rivian is focusing on finding alternative sources and developing solutions requiring less of these metals [8][9] - The company does not foresee the next chip or rare earth issues delaying the start of R2 production [9] EV Market - The EV market experienced a pull forward in September due to the end of IRA, followed by a lull in October [11] - Rivian believes that long-term, EVs will continue to grow in scale and market penetration [11]

out as well saying an AI infrastructure earnings of a$120 per share slightly ahead of the estimate. You see it's up fl fractionally revenue of $9.25% billion also topping the estimate that's helped by better thanex expected data center revenue also seeing Q4 revenue above the consensus. CEO Lisa Sue crediting the rapidly growing data center. ...

Uh Stacy, um AMD, obviously we we heard about the Open AI deal, a lot of excitement around that. What's going to get the most attention in the quarterly results. >> Yeah, you you bet.I actually think the setup for them looks pretty good. Um the core markets, PCs and servers should be should be pretty strong. Servers especially, you have Intel's sort of bizarre supply constraints as well, which which they may be benefiting from.And then on the AI side, you have to remember the last several quarters, the big ...

Joining me now is GQG partners Brian Kershman. And Brian, it's really great to have you on here to to lay it all out for us. What what is the nature of this inflection point that uh that you there have perceived and uh and how long have we been at risk.How does it play out from here. >> Yeah, thank you very much first of all for for having us and being able to share our views here. Um so in terms of tech I think our biggest issue at this point in time is for all the spending and all the hype that has happen ...

Market Correction & Investment Strategy - The market decline is considered healthy and presents opportunistic buying chances [1][2] - Investors should reduce exposure to speculative assets and focus on high-quality companies [2][3] - The strategy emphasizes investing in companies with double-digit top and bottom-line growth linked to sustainable trends like AI [3] Company Focus & Earnings - The discussion highlights the importance of investing in earnings growth and durable trends [5][6] - Sterling Infrastructure is mentioned as a company with double-digit earnings growth and a backlog extending to 2029 [6][7][8] - Sterling Infrastructure's margins are expanding as they build out data centers [8] Sector Analysis - Data center buildouts are identified as a durable theme, with Sterling Infrastructure being a key player [6][8] - The Capex super cycle and artificial intelligence are highlighted as long-term durable trends [6]