Five things to know ahead of the opening bell this morning. Japan's central bank raising its short-term interest rates to a three decade high of 75% that helped lift the country's 10-year Treasury yield past 2%. And the Bank of Japan also signaling readiness to tighten further.Meanwhile, data center deals hitting a record $61 billion in 2025. That's according to the S&P Global. European Union leaders agreeing to loan Ukraine more than hundred billion dollars to help the country defend itself from Russia for ...

National Security & Data Control - The deal aims to address national security concerns by bringing TikTok's US user data to Oracle servers within the US [3][4] - The primary concern was China's access to user data and potential misuse, including tracking individuals in the US [3] - The agreement seeks to alleviate concerns about potential Chinese government influence on the content displayed to US users [7][10] Algorithm & Content - The core functionality and user experience of TikTok in the US are not expected to change significantly [5] - There might be subtle changes in content, potentially with less controversial or political content being shown to US users [6] - There is speculation about whether the Chinese government previously influenced the algorithm to promote specific content [8][9] - It's suggested that the algorithm will likely be optimized for user engagement, similar to platforms like Facebook and YouTube [9] - There's a possibility that the full extent of any past algorithm manipulation by the Chinese government may not be fully revealed [13][14] Oracle's Position - The deal is considered beneficial for Oracle, potentially improving its narrative in the AI sector [4]

All right. So, give us a sense. Uh, we have the the data through Q3.What are we seeing in Q4 and what's the outlook for 2026. Are you expecting it to be another busy year for activist investors. >> Yeah, we do.Well, well, it's been it's been busy. Um, we expect there to be even busy in 2026. uh as as investors stop pouring money into Max 7 stocks like they have been which has been slowing down and they start looking for value and and frankly value stocks um we we we see activism a lot of good activist oppor ...

Let's get into it. Your word of the day is breath. What are you looking at.>> Well, you know, we've seen almost three years now where markets have been led primarily by mag 7, hyperscalers, big tech, and throughout the past few months, we've starting to see the market broaden out a little bit. And I really want to see that take place in 2026. >> We've seen financials, industrials, and and some AI adjacent starting to get involved in the game a little bit.>> All right. So, you're you're looking at for the ma ...

Geopolitical & Economic Policy - US President considers potential actions regarding Venezuela, including possible oil tanker seizures, while remaining ambiguous about the ultimate goal concerning President Maduro [1] - US President asserts that tariffs are a permanent aspect of trade policy [2] Monetary Policy & Interest Rates - Bank of Japan (BOJ) increased short-term interest rates by 0.25 percentage points, reaching the highest level since 1995 [2] - The BOJ's move resulted in the country's 10-year benchmark bond exceeding 2% for the first time since 1999 [2] - BOJ anticipates that real interest rates will remain significantly negative [3] Technology & AI - US government is reviewing NVIDIA's H200 AI chips, potentially impacting shipments to Beijing; Commerce, State, Energy, and Defense departments have 30 days to provide input [3] - OpenAI is reportedly discussing a new $100 billion funding round, potentially valuing the company as high as $830 billion [5] - Meta Platforms is reportedly developing a new image and video AI model named Mango, with a planned release in the first half of next year [5] Financial Regulation & Market Activity - US House leadership considers a vote on a bill banning congressional stock trading as early as next year [4] - President Trump supports a ban on congressional stock trading but excludes the executive branch [4] - Coinbase is suing Michigan, Illinois, and Connecticut over their attempts to regulate prediction markets, arguing that Congress has already granted the CFTC authority [6]

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>> YOU LOOK AT THESE NUMBERS FROM FEDEX. AFTER CLOSING, THE FREIGHT POWERHOUSE REPORTED A STRONG QUARTER WITH HIGHER THAN EXPECTED REVENUES IN THE $0.70% EARNINGS BEAT OFF $4.12% BASIS. EVEN BETTER, MANAGEMENT RAISED THE LOW END OF THEIR FULL YEAR FORECAST FOR BOTH REVENUE AND EARNINGS.THIS COMPANY SPENT YEARS TRYING TO CUT COSTS AND OPTIMIZE ITS DELIVERY NETWORK. CLEARLY, THOSE EFFORTS ARE PAYING OFF, AND EVEN THOUGH THE FREIGHT DIVISION CAME IN A LITTLE WEAKER THAN EXPECTED, THAT BUSINESS HAS BEEN STRUGGL ...

Stock Recommendations - Recommends sticking with high-quality cybersecurity companies like Crowdstrike or Palo Alto Networks [2] - Suggests that if a cancer treatment works, owning the stock is a worthwhile speculation [3] - Considers Credo Technology a winner with a great growth story, despite insider selling [5][6] - Believes Sienna is a good investment, much improved compared to its performance in 2000 [8][9] Market Observations - Notes ServiceNow's acquisition of cybersecurity company Armis for $7 billion [1] - Mentions a recent US sale triggered a $135 million milestone payment for QR Oncology [2] - Indicates the "year of magical investing" is over and advises steering clear of related investments [4] - Acknowledges that people currently dislike what's inside the data center, but good business is being done there [6]

Financial Performance & Cost Reduction - FedEx has been pursuing structural cost reduction programs, achieving $4 billion in savings over the past three years [2] - FedEx is on track to meet its $1 billion cost reduction target for the current year [2] - Revenue growth is a key highlight of the quarter, reflecting FedEx's role as a bellwether of the industrial economy [3] Strategic Focus & Market Position - FedEx is focused on differentiation and providing new value to its customers [3] - FedEx is gaining traction in key verticals such as healthcare, aerospace, defense, and data centers/AI [4] - The company's cost-cutting programs and healthcare initiatives are proving successful [1] - FedEx's global network positions it as a key player in the industrial economy [3] Operational Execution - The team is executing the plans that have been put in place [4]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Crane America.Other people make friends. I'm just trying to make you a little bit of money here. My job is not just to entertain, but to explain.So, call me at 1800743 CNNBC. Tweet me at Jim Kramer. The Consumer Calvary got here just in time to give us what looks to be the beginning of a SANTA CLAUS RALLY.THAT'S the only way to describe what worked today. Everything involving consumer spending couldn't come as a better time because tech's been faltered. We n ...