The Senate's permanent subcommittee on investigations is going to be holding a hearing tomorrow titled defining our health care problem and principles we should follow to solve it. This comes ahead of the deadline for expiring Obamacare subsidies. Joining us right now is Republican Senator Ron Johnson.He is the chair of such subcommittee. Good morning to you, sir. Um, help us understand sort of the framing for what this hearing is all about and and where you think you'll land when it's over.>> Well, good mo ...

How are you viewing this Fed rate cut coming up or the expected Fed rate come coming up. It seems like it's all but certain, but certainly we don't know for a fact that it's going to happen. Just 90% chance according to the CME.Is it going to be a hawkish cut or a dobish cut and how much does that matter for the market at least from now until the end of the year. >> Yeah, I think tomorrow, you know, it's very likely. I think there has been a lot of back and forth uh from market pricing for the last couple o ...

All right, why don't we start off with your uh forecast for the average price for both WTI and Brent coming up in the new year. It's kind of pretty much where we're at right now. Why do you see things pretty much being flat on average.>> So, we just to be clear, we have a $60 a barrel um brand forecast and $57 a barrel WTI forecast average for next year. And uh we think prices will likely be a little weaker in the first half of next year and maybe uh things can improve into the second half. Um now remember ...

>> ALL RIGHT, WELCOME BACK, EVERYBODY. WALMART RINGING THE OPENING BELL TODAY AT THE NASDAQ AS THE COMPANY TRANSITIONS ITS SHARES TO THIS EXCHANGE FROM THE NYSE. JOINING US RIGHT NOW AHEAD OF HIS DEPARTURE FROM HIS ROLE HEADING THE COMPANY IN JANUARY IS DOUG MCMILLON.HE IS WALMART'S CEO. AND DOUG, THANK YOU FOR JOINING US THIS MORNING. GOOD MORNING.WE HAVE SO MUCH TO TALK ABOUT. NOT A LOT OF TIME. SO LET'S JUMP IN RIGHT AWAY WITH WHY YOU'RE MAKING THIS MOVE TO THE NASDAQ.THAT'S A REALLY BIG DEAL. IT'S THE B ...

Boom Supersonic building a commercial supersonic jetliner. This morning though, the company announcing a new series uh B funding round and some other news as well that's may change the face of the company itself. Joining us right now is Blake Shaw. He's the founder and CEO of Boom Supersonic. Good morning to you, Blake. Uh congratulations. Thanks for having me. >> Congratulations on the earnings, but let's talk more broadly about what's happening here, not just in in supersonic travel, but maybe what's happ ...

Consumer Trends - Higher-income consumers are shopping more frequently at Walmart, a trend observed for some time [2] - Lower-income consumers are facing pressure due to years of price inflation, although recent low single-digit inflation and lower gas prices offer some relief [2][3] - Walmart U S has over 7,000 rollbacks in place to keep prices down [4] Inflation and Pricing Strategies - In-store inflation at Walmart is 1.3%, compared to a national average of nearly 3% [3] - Grocery store inflation has been 25% over the last 5 years [3] - Walmart is actively managing costs by improving quality, changing country of origin, and moving factories to maintain lower prices [4] Business Performance and Strategy - Walmart's margins are tight, around 4% [5] - The company is approaching $1 trillion in retail sales [5] - The business model is evolving with income from membership and advertising, changing the composition of the income statement [6] Leadership Transition - Doug is leaving his leadership role at Walmart to pursue a combination of business and philanthropic endeavors [1][7][9]

THIS IN HER 2026 INVESTMENT THEMES IS LISA THOMAS, MANAGING DIRECTOR AND DEPUTY HEAD OF GLOBAL RESEARCH AT TD COWEN. LISA, GOOD MORNING. GOOD TO SEE YOU. >> HEY, GOOD TO SEE YOU, FRANK.>> SO YOU CAME OUT WITH SOME SOME OUTLOOKS FOR 2026. HOW MUCH OF THIS IS DEPENDENT ON NOT ONLY GETTING A CUT TODAY, BUT THE FED CONTINUING TO CUT. >> YOU KNOW THEY'RE REALLY NOT.THESE ARE THE LONGER TERM THEMES RIGHT. SO EACH YEAR WE REALLY TRY TO PULL BACK THE APERTURE AT TD COWAN AND LOOK AT THE BROAD INVESTMENT THEMES THAT ...

All right, Drew, we got to start with that Nvidia news. Does this change your view of the AI trade. Earlier this week, as I mentioned, we saw Edard Denny say, "Go underweight Mag 7 and a lot of people trying to rotate their portfolios." The idea of opening up China not only to Nvidia, but maybe other names.Does that change your perspective. >> Not really to be honest with you, because this this area, the Mag 7, the AI trade, it's all been about upward revisions. And look, a lot of these numbers came out of ...

All right, here's the question the audience wants to know this morning. I'm looking at mortgage rates for the 30 years, 6.36%. Does a Fed rate cut, does it finally bring the rates lower.Because we've seen cuts and the rates have actually moved higher. >> You know, I think people are expecting this cut. This will be the third one this year and I don't think it's going to make a dramatic difference.Could it eventually help a little bit, but it's not going to be anything substantial. So, I don't think it's any ...

Just Capital out with a survey measuring how Americans feel about AI. While corporate leaders and investors are positive, the public does remain skeptical. And joining us right now to break it all down is Just Capital CEO Martin Whitaker.Martin, thanks for coming in today. >> Thanks, Becky. >> Talk about who you surveyed for these results.>> Yeah, so let me give a little context. So Just Capital, we decided this year to do a basically a full restructuring around creating a data platform for business leaders ...