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 ...

for you. Palanteer's results are 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. Fully 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 ...

The Olive for Fed policy continues to be somewhat confusing with Fed officials offering different forecasts from each other and even some officials taking both sides of the argument. Lisa Cook speaking in Washington said she supported the decision to cut rates last week uh but says downside risk to employment are greater than upside risk to inflation. However, she says the current restrictive policy is appropriate given inflation above the 2% target.Every meeting, she says, including a December meeting is a ...

So there's a lot to live up to. The valuation's big uh by any metric. The analyst community is expecting a lot whether it's at the high end of expectations or even the whisper numbers above that.So how do you assess it. >> I mean look I I just continue to view it. It's the gold standard when it comes to AI use cases.Look from all of our work 70 to 80% of every AI use case Palunteer is ultimately involved with. And you when you put in like you you're talking about in terms of the AI trade pieces to the puzzl ...

But another weak breath day that doesn't really seem to matter for the index trend. >> Yeah, Mac, do you want to tell me about uh Uber and the expectations there. >> So, Scott, the street is bullish on Uber's Q3 print with both Bank of America and UBS calling for a modest beat fueled by strong rid share demand and more users actively booking trips and placing food orders through the app.Even as Door Dash continues to take share, Uber's delivery category is expected to stay resilient and autonomous driving. ...

All right, welcome back. We stick with the AI trade. Do you even as the market has gotten increasingly topheavy. You do.That is the call today from Goldman's head of hedge fund research, Tony Pascarelloo. He's here at Post 9. Uh that that's your basis of the call.It's like I know it's so topheavy and I know it makes some people uneasy, but you got to stay with it. >> Is that like a decent way of summing it up. >> I think it's fair.There's no doubt the market's topheavy. There's no doubt it's concentrated. W ...

It's open enrollment and if you get your health insurance through an Affordable Care Act plan, next year's premiums may shock you. I'm Sharon Eper, senior personal finance correspondent at CNBC and the author of the Money 101 newsletter. Imagine paying 26% more for health insurance next year.That's how much insurers premiums are expected to increase for ACA plans. But you could pay a lot more if enhanced tax subsidies are not extended beyond December 31st. your cost for coverage could double.So, here are th ...

Today, the cryptocurrencies are under pressure as we kick off the first trading week of November. Web 3 firm Anamoga Brands gears up to go public via reverse merger. And earning season is underway.Dan Dov of Mizuo breaks down what to expect from some of the biggest publicly traded crypto companies. Welcome to CNBC's Crypto World. I'm Mackenzie Sagalis.Major cryptocurrencies are in the red to kick off the week. As of noon Eastern, Bitcoin fell 3% to the $16,000 level. Ether traded more than 6% lower as Ether ...

Let's talk about more on the Fed and the markets and your money with David Zervos of Jeff. He's chief strategist and Alli McCartney, managing director of US Private Wealth Management, UBS. Ally, start with you because you promised when you sat down, you said, "Brian, I've got some historical context and stats. >> Would you bring?" >> Okay, here we go.So, you just had a guest on that was talking about the tenuousness of capex and the investment that has to happen and this transformational catalyst. If we loo ...