Workflow
Stoltzfus: U.S. assets still win on innovation, transparency, and governance
CNBC Television· 2025-12-19 12:32
John, I want to come over to you. One thing I've been talking a lot of traders about is the idea of Japanese bond yields rising and that becoming a more attractive place for Japanese investors to put their money and maybe even other Asian investors to put their money. Do you agree with that thesis.>> Uh, you know, Frank, I I would think it's a little bit overblown at this point. Uh, the what the benchmark rate for Japan now at 75 basis points that compares to ours what's ours. 350 to 3.75% and our 10 year o ...
OpenAI seeking to raise up to $100B at valuation as high as $830B: WSJ
CNBC Television· 2025-12-19 12:31
Welcome back to Squawkbox. OpenAI is reportedly looking to raise as much as a hundred billion dollars for its expansion plans, which could value the company as high as, you ready for this. 830 billion.So, we're getting close to the trillion dollar mark. The Wall Street Journal saying that the earliest fundraising round would be completed at the end of the first quarter of this coming year. Then, opening eye expected to draw in financing from sovereign wealth funds as well.Earlier in the week, the informatio ...
Food & Wine's Ray Isle on tariff impact on the wine industry, top wines this holiday season
CNBC Television· 2025-12-19 12:31
Christmas is less than a week away and joining us right now with some tips on what to serve on the table this year is Ray Isle, our old friend who's here from executive, he's the executive wine editor at Food and Wine. And uh Ray, you do this for us every year. >> I love doing this. This is great. Thanks for having me. I'm trying to get us, you know, a little tipsy at 6:20 in the morning. >> It's my job. It's what I It's what I do do for the world. >> I was actually thinking about it. How do you do your job ...
5 Things To Know: December 19, 2025
CNBC Television· 2025-12-19 12:30
Five things to know ahead of the opening bell this morning. Japan's central bank raising its short-term interest rates to a three decade high of 75% that helped lift the country's 10-year Treasury yield past 2%. And the Bank of Japan also signaling readiness to tighten further.Meanwhile, data center deals hitting a record $61 billion in 2025. That's according to the S&P Global. European Union leaders agreeing to loan Ukraine more than hundred billion dollars to help the country defend itself from Russia for ...
How an image become a Gen Z protest symbol| FT #shorts
Financial Times· 2025-12-19 12:27
This flag has been popping up at protests around the world. It's the Straw Hat Pirates Jolly Rodger. The flag has appeared this year at Gen Zed le demos, including in Indonesia, Nepal, and at Mexico's recent protests, too.The image comes from One Piece, one of Japan's most successful, longestr running manga series. At a time of political discord and social distress, young people have embraced it and the story of Monkey Duffy, One Piece's teenage hero, too. In the cartoon, Luffy sails the globe with his crew ...
Warner Bros fights Paramount's $108bn hostile offer | FT #shorts
Financial Times· 2025-12-19 12:22
Warner Bros. Discovery sent a clear message to its shareholders on December 17. Trust us, the best buyer of the storied Hollywood company is Netflix, not Paramount.Paramount is led by the billionaire son of Oracle's founder, David Ellison. He put forward a hostile 108 billion bid last week to buy Warner Bros. , but the Warner board called that offer inferior and too risky for investors.Why. They're telling Warner investors that the Ellison family, the second richest in America, can't be trusted to back the ...
TikTok deal is great for both national security and Oracle, says Intelligent Alpha's Doug Clinton
CNBC Television· 2025-12-19 12:15
Tik Tok reaching a deal to keep operating in the United States. That's according to a memo from the company's CEO. Tik Tok's US algorithm is going to be retrained on American user data.Joining us right now to discuss this, Doug Clinton, founder and CEO of Intelligent Alpha. Good morning to you. We've been waiting for this moment for quite some time.I think the big questions around this is how has this fundamentally changed uh the dynamic. Is it actually more secure. >> Yeah, Andrew, it's been 5 years in the ...
Squire: Activism should be even busier in 2026 as investors rotate back to value
CNBC Television· 2025-12-19 12:14
All right. So, give us a sense. Uh, we have the the data through Q3.What are we seeing in Q4 and what's the outlook for 2026. Are you expecting it to be another busy year for activist investors. >> Yeah, we do.Well, well, it's been it's been busy. Um, we expect there to be even busy in 2026. uh as as investors stop pouring money into Max 7 stocks like they have been which has been slowing down and they start looking for value and and frankly value stocks um we we we see activism a lot of good activist oppor ...
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply
CNBC Television· 2025-12-19 12:13
Let's get into it. Your word of the day is breath. What are you looking at.>> Well, you know, we've seen almost three years now where markets have been led primarily by mag 7, hyperscalers, big tech, and throughout the past few months, we've starting to see the market broaden out a little bit. And I really want to see that take place in 2026. >> We've seen financials, industrials, and and some AI adjacent starting to get involved in the game a little bit.>> All right. So, you're you're looking at for the ma ...
The Wrap-Up for Friday, December 19
CNBC Television· 2025-12-19 11:52
And welcome back to Worldwide Exchange. Check on a few big stories that we are following this morning. President Trump not ruling out a potential war with Venezuela and new comments to NBC News this morning, saying there will be additional seizures of oil tankers and he also declined to say whether ousting President Nicholas Maduro was his ultimate goal.The president also talking his trade policy, saying his tariffs are permanent. The Bank of Japan raising their short-term interest rates by a quarter point ...