Welcome back. Shares of Norwegian falling this morning on the heels of earnings. Our contestant Brewer just talked to the CEO and joins us with those comments. Hey contestant. >> Hey there Carl. Yeah, the street was just disappointed here with Norwegian lowering its fullear expectations on net yield or how much it earns on each passenger. And third quarter revenues missed expectations and yet they were record revenues. Norwegian just boasted its best third quarter ever. best record earnings and and as I sai ...

Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to spotlight gold miners in his "Best Stocks in the Market." ...

Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins CNBC's 'Money Movers' to discuss market outlooks, her reaction to earnings, and much more. ...

Let's get to some stocks that are on the move. Uber falling despite beating revenue estimates. Josh and Joe, you both own it.Josh, you want to go first on this one. >> Yeah, look, this is a company that's reported another incredible quarter. Um, profitability is growing.They uh they've announced tons of stuff like deals with Nvidia for Autonomous. This will probably be the biggest platform for autonomous rides over the next two to three years as they roll out all of these various partnerships that they're w ...

Industry Overview & Growth Drivers - Natural gas is considered a key enabler for the US economy, especially for powering the next generation of technology and AI [3][4] - The industry views natural gas as America's affordability superpower, costing the equivalent of 50 cents per gallon of gasoline on an energy equivalent basis [3] - The industry believes natural gas can scale fast, meet customer needs, and is the most dispatchable and fastest speed to market capability at scale [4][7] - The industry emphasizes the need for an "all the above" approach to energy, but sees natural gas as a crucial resource in the near term [8] Infrastructure & Regulatory Challenges - The industry expresses hope that the current administration is recognizing the affordability challenge and speeding up approvals for energy projects [8] - Lack of infrastructure is hindering economic investment in regions like New England and New York, where 20% of the population resides but receives less than 2% of economic investment for manufacturing and data centers [10][11] - Some states are perceived to be "weaponizing" the permitting process, creating regulatory burdens that make it difficult to build infrastructure [12][13] - It has been over a decade since new infrastructure was built in New York [10] Company Strategy & Future Outlook - Williams handles roughly a third of all natural gas in the US, operating 33,000 miles of pipelines [1] - Williams is focused on ensuring the US has the infrastructure and energy available to reach its full potential, engaging with hyperscalers to meet their needs [15][16] - Williams is working on projects to power data centers in the next 12-18 months, while also expanding infrastructure to build out the grid over time [18]

All right, want to move on to final trades right now. Joe, you might as well kick us off. >> Let's add a healthc care name to the conversation.I think healthc care looks pretty good right here. That would be insulate. P Od >> Josh Brown.>> Staying long Uber. >> Jim, you got the final word. >> Okay.Well, you know, I'm thinking about Joe, you've said a few times about how the financials have been weakening recently and certainly the alternative managers have led the charge on the downside, but a very good rep ...

The CEO of FedEx speaking to Arma Modi on US China policy and his expectations for tariffs. Arma joins us this morning with those comments. Hey Sema. >> Hey Carl.In addition to being the CEO of FedEx, Raj Supermanium also chairs a USChina business council and he shared with me last night at an Asia Society Pretham event that he's encouraged by the latest trade deescalation and thinks that a meeting between President Trump and President Xi that may take place next spring sets a table for more progress. Hopef ...

are awaiting the first trade of Beta Technology. It's an aircraft maker pricing uh its stock at 34 bucks a share that was just above the indicated range raising over a billion dollars. Joining us right here at Coast 9 in a first on CNBC interview is the company's founder and CEO Kyle Clark and Morgan Brennan here as well.Morgan, >> hey David and Kyle, it's good good to have you here. Welcome. >> Great to be here.>> So, you had an upsized IPO offering. You've priced above the range. Uh why take Beta Technolo ...

First on CNBC is Monumental Sports and Entertainment CEO Ted Leonzen. Ted, welcome to >> Uh, thank you. And really all the buzz though right on the floor here is you just had a a huge U IPO uh Electric Planes.Yes. And little known fact that the founder CEO was a hockey player um at Harvard and was drafted by the Washington Capitals. How's that.So I know >> and instead founded a >> electric could have had a career as maybe a thirdy that synergy. Who knew, right. >> Amazing.So you had a little reunion. Look, ...

We strongly believe that the demand fundamental is uh healthy and strong. We are seeing a demand growth of about 1.1% to 1.3% million barrels per day this year. Almost the same next year in 2026.It's a record year for oil, gas, and even coal. When you look at the 5-year average, it's at the lowest end of the 5-year average in terms of physical barrels storage available on the market. So it tells you that demand is real and it is strong.It is not reflected in terms of over supply or glut otherwise you will s ...