Core Capabilities of AI - AI is capable of bringing endless possibilities to life and guiding towards better answers faster [1] - AI helps reimagine our perfect home and delivers on every promise [1] - AI can predict what comes next and simulate physical environments to meet real-world challenges [1] - AI brings new vision to complex tasks [1] - AI anticipates every need and responds to real-time demands [1] - AI simplifies busy lives by making everyday tasks easier [1] Vision and Inspiration - AI is delivering a better future for all [2] - AI is brought to life by Nvidia and inspired minds everywhere [2]

Stock Recommendations - Novo Nordisk is not a good final trade [1] - Freeport Macaran (copper) is a name to take a look at [1] - Boeing is expected to have another 20% upside [1] - Hershey company is mentioned with potential for a trade [2] Market Commentary - The discussion involves trading and market observations [1][2] - Participants mention being on the "squawk box" [2]

Shares of Nike down nearly 13% since it gave disappointing guidance during its earnings call last Thursday. The stock has lost almost a quarter of its value this year, but Oppenheimer ranks the athletic wear maker a top play for 2026 and its $120 price target is the highest on the street. This according to Faxet.Oenheimer senior analyst Brian Nagel is behind that call. He joins us now. Brian, great to see you. >> Nice to see you, too.>> What did you hear on the earnings call that makes you think that it's t ...

Market Analysis & Trends - Bitcoin price experienced a 30% correction from its highs, underperforming compared to traditional asset classes in 2025 [1] - A trend line dating back to 2022 has been broken, suggesting potential for further short-term price decline in Q1 2026 [1] - Despite short-term volatility, the long-term trend for Bitcoin remains upward, presenting a buy-the-dip opportunity for long-term investors [1] - Institutional buyers are flipping bullish and buying more Bitcoin than the new supply for the first time in 6 weeks after a 36% correction [3] Bitcoin's Position & Future Outlook - The perception of Bitcoin at $125,000 today is comparable to the perception of Bitcoin at $20,000 in the 2017-2018 run-up, indicating potential for future growth [1] - Bitcoin is viewed as digital gold, with 95% of the Bitcoin supply already mined and 95% of the global population owning none, suggesting significant future adoption potential [1] - Over the last decade, Bitcoin's compound annual growth rate has been 70%, demonstrating its strength in financial markets despite volatility [2] - Decreasing volatility in Bitcoin may lead to less extreme price swings, with potential for reduced blowoff tops and drawdowns [2] Institutional Adoption & Development - JP Morgan is accelerating its crypto product offerings for institutional clients in 2026, indicating growing Wall Street adoption of crypto [3] - Bitmine has amassed over 4 million Ethereum as its treasury strategy continues to accelerate [3] External Factors & Opportunities - The devaluation of base currencies like the US dollar contributes to higher lottery jackpots, highlighting Bitcoin's potential as a store of value [2]

for more in its first ever GLP1 pill. Guggenheim partner Sheamus Fernandez joins us now. He is the firm's managing director and pharma analyst.Sheamus, great to have you with us. >> Nice to see you. >> Does this change the competitive landscape at all with Eli Liy's or four coming on um and and some other competitors coming, you know, down the pike.>> It's a great question. I mean, I think it doesn't necessarily change the competitive landscape that dramatically. Um but it does give Novo an opportunity to g ...

Market Outlook & Investment Strategy - A weaker dollar generally supports buying assets in foreign currencies, with some expected to outperform others [1] - Emerging markets are typically sensitive to Fed rate hikes; a weaker Fed and benign rate outlook create a favorable environment for growth countries [1][2] - The industry anticipates Europe to deliver surprising EPS (Earnings Per Share) growth [2] - The industry suggests focusing on developed markets, with a mix of 75% developed and 25% emerging markets for investment [5] - The industry believes there's no need to take excessive risk to find strong growth and superior dividend growth opportunities [6] Specific Company & Sector Recommendations - European money center banks and European staples like Imperial and British tobaccos are highlighted as potential investments [2] - Siemens is favored, including for the data center trade [3] - ASML is favored due to strong order book [3][4] - Taiwan Semiconductor is considered a crucial semiconductor company [4][5] Macroeconomic Factors - Above-trend growth coupled with benign Fed dynamics creates a positive backdrop [5] - A 4.3% growth print indicates a strong economic environment [2]

For more, let's bring in Joe Leavia, counselor to the secretary of the Treasury Department. Joe, great to have you with us. Would you do you agree with that sentiment.>> I do. I mean, the thing is the GDP numbers, which we could get into, were fantastic, was all private sector led, but what struck me, Melissa, is the profound weakness in the interests sectors of the economy such as structures and residential. Structures, which are factories, by the way, they'll get a huge lift with the tax bill.uh 2026 shou ...

News Coverage - NBC News NOW provides live coverage of breaking news and developing stories in real time [1] - NBC News offers in-depth reporting and analysis of important issues [1] - NBC News delivers fact-based reporting, conversations, and stories across various platforms [1] Platforms and Reach - NBC News content is available on TV (TODAY, NBC Nightly News, Meet the Press, Dateline), streaming (NBC News NOW), podcasts, the NBC News app, and NBCNewscom [1] - NBC News encourages audiences to connect through its app and social media channels (Facebook, Twitter, Instagram) [1] - NBC News provides breaking news alerts via signup [1]

Turning now to one of the Senate races that both parties are keeping a close eye on heading into the 2026 primary season. Incumbent Republican Senator John Cornin is facing primary challenges from not one but two MAGA loyalists, Texas Attorney General Ken Paxton and Congressman Wesley Hunt. Well, on the progressive side, I'm sorry, on the Democratic side, progressive Congresswoman Jasmine Crockett jumped into into the race just hours before the filing deadline and will face off against state representative ...

So, does today set the stage for more records as we look to close out 2025. Guy, nice to uh have a record close here in the final days. >> You said you said ho ho.>> I did. Yeah. >> Yeah.Well, it appears that certain listen. So, today we have no half day tomorrow, right. We have a full day, I think, on Friday.>> Next week is the same type of week. It's hardressed unless some piece of news comes out where the market's just not going to continue to levitate. The old saying is don't short a dull market and tha ...