Some good breaking news from the New York Fed with inflation expectations unchanged and labor market indicators improving. Let's go through them. The one-year, the three-year, and the 5-year uh inflation expectations from the New York Fed survey all unchanged.32, three, and three. Now, these are all a bit elevated, but it's good news that they're not going up. Inflation expectations rise for food, gas, medical care, a big increase there, and rent as well.Now, there's fodder for both hawks and doves in these ...

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Another new report on what's happening in the top levels at Apple. Steve Kovak has that story for us. Hey Steve.>> Yeah, Mike. Lots of changes there. And by the way, this is all after lots of big shots in Certino have been getting those new careers for the holidays.Several changes have been happening in just the last seven days on top of several departures over the last few months. Now, someone not leaving that would be Chip boss Johnny. Now, let me give you a little drama that happened over the weekend.Blo ...

Paramount Skydance's hostile bid coming after Netflix announced last week that it would acquire Warner Brothers Discovery for $72 billion, a move that attracted scrutiny from President Trump as well over the weekend. Joining us now is SPG Global Principal and former Hulu and Netflix executive Simon Gallagher. Do you agree with Ellison.>> No, I don't. I think uh he is looking at it on a streaming service versus streaming service basis. You need to look at it on an all media basis.So if you're going to evalua ...

Let's bring in David Biano, DWS Group, America's CIO. David, good to see you. >> Morning, Mike.>> Uh market seems to have been expressing a lot of confidence that we'll get the Fed rate cut. It's also going to be kind of an insurance cut. The overall economy may be looking to pick up early next year.Uh we're kind of priced for that. How you see things. >> Beware what you wish for during the holiday season because we expect markets to expect the Fed to cut this week.They certainly have not pushed back agains ...

Steve Leeman has that story. Hey, Steve. >> Yeah, Mike.Some breaking or bad breaking inflation data from the government. Not about the levels, but about the release of data. We just learned from the BLS that the October and November PPI or wholesale inflation reports will now be delayed until January 14th and released with the December data when it comes out.This is longer than many expected the BLS to take to catch up. No, November PPI was originally scheduled for December 11th. New dates for the October a ...

Let's get to the electric vehicle market and competition with China. Our next guest just coming back from a trip to the BYYD factory in Shenzhen and she joins us now with her insights. Meredith Whitney, CEO of Meredith Whitney Advisory Group.I'd love how you go deep on these on these topics that investors really care about. Meredith, so what what did you find. What's your takeaway.>> Well, the timing of this trip was really interesting. So, I I'm not obviously I'm not an an Adam Jonas who's a specialist on ...

Industry Outlook & Trends - 电影行业并未消亡，尽管面临电视、流媒体和疫情等挑战，但人们仍然喜欢去电影院 [2][3] - 内容提供商的多样性，如亚马逊和苹果，并未终结电影业务，反而促成了新的合作模式，例如 IMAX 与苹果在 F1 上的合作 [3] - 行业正在进化，奈飞（Netflix）等流媒体平台也在探索与 IMAX 的合作模式，例如奈飞的《纳尼亚》将在 IMAX 独家上映两周，然后进入流媒体窗口期 [4] - 电影制作人的选择权至关重要，行业变化应考虑到他们的声音 [7] - 不要对所有听到的信息全盘接受，行业内的各种声音都带有各自的利益考量 [8][12] - 线下娱乐正在发生变化，体育赛事和演唱会变得越来越受欢迎，IMAX 是这一趋势的一部分 [10] IMAX's Position & Strategy - IMAX 对行业整合持开放态度，认为无论结果如何，IMAX 都会是赢家 [6][14] - 近期，9/11 的分析师提高了 IMAX 的目标股价 [6] - IMAX 在全球 90 个国家拥有 1800 家影院，每年发行约 200 部内容 [6] - IMAX 关注与派拉蒙（Paramount）等公司的合作，讨论电影续集、原创系列和游戏相关项目 [5][13] Antitrust & Mergers - 对市场的定义方式将影响对潜在反垄断问题的看法 [5]

back here is look, we're sitting on Wall Street where cash is still king. We are offering shareholders $17.6% billion more cash than the deal they currently have signed up with Netflix. And we believe when they see what is currently in our offer that that's what they'll vote for.>> Were you told during the process that cash is king. >> Yes, absolutely. Well, we were told repeatedly was that they wanted all cash. We delivered all cash.Uh we were we were asked that they wanted it to be fully backs stopped by ...

Hey Sarah. So in a letter to investors that I obtained from a source, Tiger Global says it's launching a new private investment fund similar in size to its earliest vintages. Now Tiger was part of that mega fund frenzy of 2020 and 2021 when it took positions in OpenAI and Whimo.Those two companies are now leading the current cycle. In fact, the letter discloses that Whimo is now delivering 450,000 rides per week. That is nearly double what Whimo last shared in April.Now both the letter and the audio from fo ...