AI Trade & Market Dynamics - The AI trade is making a comeback, with Nvidia and Oracle boosting the NASDAQ [1] - Decoupling within the MAG 7 was observed in late Q3, with profit-taking in Nvidia and Meta, and buying of laggards like Google and Apple after trade tariffs [2] - The market anticipates broadening the AI trade into 2026, with the VIX potentially offering buying opportunities [3] - Opportunities exist outside the MAG 7 in second or third derivatives of AI, such as Appella Alto Network [5] Investment Opportunities - Oracle and Intel are identified as potential investment opportunities, despite Oracle's recent performance [4] - Intel experienced a significant increase of over 100% earlier in the year, presenting a possible entry point after profit-taking [5] Market Outlook - The analyst maintains a bullish outlook, targeting 7100, driven by expectations of lower interest rates [6] - Lower interest rates are expected to propel growth and benefit the economy, supported by strong earnings and profit expectations [7] - The market is expected to experience volatility, with the VIX unlikely to remain at 14 in January [8] Bitcoin Analysis - Bitcoin's correlation with the NASDAQ 100 decoupled in April due to trade tariffs [9] - A pullback to $76,000 in Bitcoin futures is desired before a potential resumption of its upward trend [9] - Bitcoin is expected to surpass $100,000 due to new organic buyers and platform accessibility [10] - A 30% drop in Bitcoin is common, requiring investors to have a strong risk tolerance [11]

because Disney's Avatar Fire and Ash bringing in about $90 million over the weekend in the domestic box office. That was lower than analysts expected about halfway between the first and second film's openings, but this one did much better for IMAX, delivering the biggest opening weekend of the year, fifth biggest in IMAX history, according to the company. Stock is up 46% so far this year.Joining me now is IMAX CEO Richard Gelfond. Richard, it's great to have you on. >> Nice to be with you, Morgan.So, so we ...

But joining me here now on set, Michelle Caruso Cabrera. She is CEO of MCC Global Enterprises and a CNBC contributor. And so good to have you here.Welcome. Pleasure to be here. Thanks.>> So, so let's talk Venezuela and what we're seeing with these uh dark fleet tankers and this and the and the message it's sending. >> The administration is trying to curtail all possible revenue to the Maduro government of Venezuela. They started with the drug interdiction uh by bombing those cigarette boats and the submarin ...

Gold and silver hitting new records today, both pasing for the best year since 1979. Copper is also at new highs. It's having its best year since 2009.Will the commodity runup continue in 2026. Well, joining us now, TD Securities global head of commodity strategy, Bart Malik. Bart, it's great to have you on and I want to start right there because it's been such a torid year.Whether it's precious metals or industrial metals, does it continue. >> Well, great to be here. Uh certainly we think uh that gold in t ...

improve your skin at omnilux >> WELCOME BACK. TWO OF THE MOST ANTICIPATED QUESTIONS OF 2026 ARE WHO WILL BE THE NEXT FED CHAIRMAN, AND HOW MANY TIMES WILL THEY CUT RATES FOR SOME CLUES, LET'S WELCOME IN RICHARD FISHER. HE'S THE FORMER DALLAS FED PRESIDENT, NOW A SENIOR ADVISOR AT JEFFERIES.IT'S GOOD TO SEE YOU. WELCOME BACK. >> THANK YOU.AND HAPPY HOLIDAYS TO YOU AND EVERYBODY AT CNBC. >> WE APPRECIATE YOU. THANK YOU.ALL RIGHT. WOULD YOU CUT RATES IN 26 IF YOU HAD THE VOTE. >> IT DEPENDS ON WHAT THE NUMBERS ...

Kicking off the short holiday trading week with gains and a broad-based rally. Everything from AI names to banks to retailers, industrials getting a bump. Can this broadening out continue into 2026.Well, joining us now, Carol Schlife from Beimo Private Wealth and Bob Dah from Cross Market Global Investments. It's great to have you both here. And Carol, I will start this conversation with you.How does this set us up for 2026. Well, clearly markets seem to be indicating that there's a lot of things going on u ...

Plus, Mackenzie Sagalas is [music] watching the volatility in crypto. Jar Jabosa is here with what is driving the moves in Uber and Lyft. Mac [music] to you first and crypto.>> Scott, Bitcoin and altcoins like XRP and Salana are in the red. Ether slipping below that 3K mark and Bitcoin trading under 89,000. It's about 30% off its October all-time high.Spot bitcoin ETFs still aren't offering much support. Institutional flows remain soft. And even with the Fed now cutting rates, risk appetite is cautious in t ...

The charts are telling a bullish signal for stocks. We're joined now by Jeff Degraph. He's chairman of Renaissance Macro.It's good to see you, cowboy. >> Good to see you, Scott. Thank you.>> Nice backdrop. >> I'll tell you, if you're if you're coming out west, don't come to ski. I'll tell you, it's better to suntan than it is to ski this year.So, >> I heard actually there was there was no snow, but there's beauty. >> That is for darn sure. >> Indeed.>> All right. So, I I painted this as a bullish signal in ...

All right, Tom. So, 2023 we turned in 24%. 2024 we turned in 23%.Pretty good this year, too. 17%. Next year, we fill in the blank with what sounds reasonable to you.>> Um, I think it's still possible to have a double digit year. There have been 12 times in the last 100 years where markets posted three years of 20% gains. This year hasn't finished yet.um globally half the time markets do even better in the following year. So I think next year is a year where the debate's going to be is the bull cycle over or ...

Oil Market Dynamics & Geopolitics - Market perceives potential regime change in Venezuela as bearish due to potential increase in oil supply [1][2] - Despite geopolitical tensions (Venezuela, Israel/Iran, Russia/Ukraine), oil price remains relatively stable, suggesting abundant supply [3][4] - A source in the State Department indicated the Venezuela situation is aimed at lowering the oil price [14] - Cuba angle is confusing, especially regarding the administration's approach to Venezuela [13] Supply & Demand - Market is perceived to be in a glut of oil due to abundant supply [8] - Metals are experiencing high demand and supply issues, contrasting with the oil market [7][9] - US oil production remains strong despite a lower rig count, indicating high productivity [10] - Natural gas is cheap at $4, equivalent to $20 a barrel of oil [9] Company Performance & Investment - European major oil companies (BP, Shell, Total Energies) have generated significant returns for investors this year [4] - Trans Ocean rig, a highly leveraged name, experienced a notable increase in the fourth quarter, indicating contrarian trading [6] - Investors are beginning to consider the next phase of the oil market post-oversupply and are starting to invest in oil companies [6] Venezuela Refining Capacity - Venezuela possesses the world's largest single refinery with a capacity of over 1 million barrels per day, but it is currently not operational [11][12]