Time for the final trade. Let's go around the horn. Tim, >> that Yankees Mets argument at the break with guy almost had me forget that I chose GM as my final trade.Go GM. >> Steve, >> Amazon seat at the table. >> Dan, >> nice.Um, lemonade. >> Did you forget too. >> I did.Um, this is an AI powered insurance company. We talked a little bit about that. They report on the wait for that, but that's a good name.>> Guy, do you remember your final trade. >> Yes, it's it would be PSX. It used to be Phillips 66.It's ...

joining us on set for more Inset CEO Will Lewis. Will great to have you with us. Um Guy was remarking that the first time you were on the show the stock was what $30.So this has been quite a journey that you've been on. During this past quarter we had the launch of Burn Supri which had been better than what analysts had been expected. Q4 though >> should be the test.So can you sort of walk us through the push and pulls um going into Q4 there was some indication on the calls. understand it that there could b ...

Meanwhile, Evercore ISI finding unprecedented bullishness among clients in its latest weekly market sentiment survey. Let's bring in Julian Emanuel, the firm's senior managing director. Julian, great to have you with us. >> Great to be here.>> So, you were shocked by these results. >> Shocked. So, look, and again, part of it is a function of the fact that contrary to a lot of people's expectations, ours included, September and October were as strong as they were.And frankly, we all know what the calendar lo ...

So, if both the risk on trade and the safety trades are moving in the same direction, what does that tell us about the state of the market that we're in. Guy, >> it's a great question, Melissa Lee, and I will attempt to answer it. I don't I don't think it's I think it actually is telling the real story.I think the S&P 500 is telling one story, but you look and I'll add a couple other things. At one point today, the VIX traded almost 19 on what was a pretty benign day. You mentioned Bitcoin underperforming.M ...

OpenAI is now at the center of a cloud war between Amazon and Microsoft. For the first time ever, Sam Alman's company is teaming up with Amazon Web Services in a 38 billion dollar deal that makes AWS the newest hyperscaler to power chat GBT. The move comes just a week after Microsoft lost its right of first refusal on new compute deals, really clearing the way for OpenAI to sign with Azure's biggest rival.Under the agreement, OpenAI gets instant access to hundreds of thousands of NVIDIA GPUs on AWS. It's al ...

business. Kate Rogers got the details. Kate, >> hi Melissa.That's right. We've been uh anticipating this news. Starbucks announcing its founding partner in China, entering into a joint venture agreement with Buoyu Capital.It's a leading alt investment firm to operate Starbucks retail business in China. Now, under this agreement, Buoyu will hold up to a 60% interest in Starbucks retail operations in China. Starbucks will retain a 40% interest in the joint venture and it will continue to own and license the S ...

Well, with the lack of federal data due to the government shutdown, we're looking at some alternative data to give us a glimpse into the economy. Intuitit QuickBooks putting out the small business index today that we showed you before. That indicates employment at businesses employing nine or fewer people, the smallest small businesses, fell by more than 24,000 jobs.That's a slight monthly decrease of just about 1%. Leisure and hospitality was the sector with the fastest declines. And out of all 20 states i ...

Well, let's get another check on Palanteer with those results out just a few moments ago. Strong numbers across the board, a beaten raise, but shares bouncing around here in overtime, now up fractionally, uh, giving up their initial pop. And this is coming into the print.This was the fifth best performing stock in the S&P 500 year to date, up a whopping 170%. That pushed its forward price to sales ratio to 85 times. It's the highest in the S&P.So, let's bring in Brent Bill, Jeff equity analyst. He has a sel ...

Palanteer's results are [music] out. It's an big beat and a raise for Palanteer. Again, EPS adjusted 21 cents per share.That's 4 cents better than estimates. Revenue also better than expected at $1.18% billion. For Q4, revenue now forecast at 1.33% billion.This is above street estimates, too. Full year revenue 4.4% billion. Also stronger.2025 free cash flow guidance also revised higher for QC beats in both US commercial and US government. US commercial revenue up 121%. US government revenue was up 52%.Rule ...

Karp is talking about US centric. Uh he's talking about AI and arguing that this isn't some kind of bubble or excessive speculation. It's hard for investors when they see Palunteer continue to go up to say, "Well, let me eat my vegetables and do some dividend payers and some stuff outside the US." What do you say.>> So, John, I I'm not going to be the skunk at the picnic. Um that that role I refuse to take, but but I will say, look, I don't know Palanteer that well. I'm not going to tell you any insight tha ...