Legal Dispute - Amazon sent a cease and desist letter to AI startup Perplexity over its AI-powered web browser [1] - Amazon is attempting to block Perplexity from allowing users to shop on its platform using AI agents [2] - Perplexity accuses Amazon of using "latigious bullying" to block user choice, arguing AI agents are extensions of the user [3] AI Technology & Competition - Perplexity claims its AI tools act solely on a person's behalf, insisting big tech shouldn't control how people shop online [4] - Amazon is trying to drive users to its own AI assistant, Rufus [4] - Google recently unveiled its own AI agents built into its Chrome browser, which could theoretically shop on Amazon [4]

Monica Guarez, head of US policy at Morgan Stanley Wealth Management and joins us now. Monica, welcome. Obviously, listen, uh, SNAP food benefits, lack of paychecks, airports, everything else, that's that's all real world impact, but I've got to imagine that Morgan Stanley Wealth Management's clients are asking about this.When or how much will it matter, and where, how are you answering them. I mean, we're seeing it actually start to show up when we're thinking about those concerns, right. Our clients are a ...

Let's talk more about all of this, how the trade might work, the risks, and more. Joining us now, Susuana's co-head of derivative strategy, Chris Murphy, and KKM Financial and CEO Jeff Kilberg. Both of them very well known for their current and former options focus. Chris, I'm going to start with you. You are an options guru now. How what first off, what's your just general take on this trade? And secondly, why do you think you would use options and not equity? >> Hey, Brian. Uh, well, you kind of hit the n ...

Joining me now to discuss is First Watched CEO Chris Tomaso. Thank you so much for being here, Chris. I mean, really interesting report here.Obviously, you're seeing same store sales growth, but it's not without some other pressures on the business, other cost pressures. Can you talk through what you saw, I guess, first of all, on the front end when it comes to diners, how many diners are coming in um and and what they're actually buying, if they're shying away from any price increases you've had to do beca ...

The Supreme Court will hear the oral arguments for the Trump administration’s use of the International Emergency Economic Powers Act to justify tariffs. Treasury Secretary Scott Bessent, who will be at the hearing, defends the emergency measures and discusses the ongoing government shutdown. Palantir reported a beat in its third quarter earnings, but short sellers are concerned about AI valuations. CEO Alex Karp snaps back at dubious investors, doubling down on the value Palantir and its industry offer the ...

Joining me now is Craig Fuller. He's founder and CEO of Freight Waves, which compiles highfrequency data on the freight market for customers trying to navigate it. I think I got to start right there.What in the world are you talking about that it's compared to the great financial crisis. Maybe that worries me more than AI. >> Well, we should be worried.The goods economy, uh, certain portions of the goods economy are collapsing right now. So, year-over-year trucking volumes, this is really predominance of fr ...

CNBC's MacKenzie Sigalos reports on news regarding Uber. ...

Hayden Brown, Upwork CEO, joins 'The Exchange' to discuss the difference between the freelance and gig economy, how freelancers are being paid and much more. ...

Matthew Mishkin, Manulife John Hancock Investments co-chief investment strategist, joins 'The Exchange' to discuss if valuations are in dangerous territory, what Mishkin is looking at and much more. ...

And Palanteer really hit the ball of the park with Q3 earnings. That's a view from a majority of sellside analysts that cover the stock. The only challenge is how to value Palanteer and how much of its growth is already priced into the stock.Jeffre is writing that the numbers are great. Valuation is quote extreme at 83 times 2026 sales. Caner Fitzgerald uh writing that we continue to be impressed by its products business model execution are neutral ratings only informed by relative valuation adding that Pal ...