Government shutdown ends, Disney earnings, Anthropic's $50 billion AI investment and more in Morning Squawk

Government Funding and Economic Impact - The U.S. government shutdown has ended after President Trump signed a short-term funding bill, allowing government operations to continue through January [1][4] - The shutdown lasted for 43 days, and its conclusion led to a rally in the Dow Jones Industrial Average, which closed above 48,000 for the first time [4] Disney's Financial Performance - Disney reported fiscal fourth-quarter earnings that exceeded analysts' expectations, despite missing revenue estimates, resulting in a more than 4% drop in shares during premarket trading [2][3] - The growth of Disney+ was noted, but challenges in the linear TV business and theatrical film slate impacted overall performance [3] Alternative Funding Programs in Healthcare - The rise of alternative funding programs (AFPs) is providing patients with more affordable access to specialty medications, often through overseas suppliers [6][8] - Federal authorities have raised concerns regarding the legality and health risks associated with AFPs, citing unverified suppliers and potentially illicit online pharmacies [7] AI Infrastructure Investment - Anthropic announced plans to invest $50 billion in building AI infrastructure, starting with custom data centers in Texas and New York, which is expected to create 800 permanent jobs and over 2,000 construction positions [10] - There is growing political backlash against the AI industry's data centers due to rising electricity prices, with calls for the industry to contribute more to these costs [11]