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Hut 8 CEO on Anthropic, Fluidstack AI data center deal backed by Google
CNBC Television· 2025-12-17 20:11
Joining us now in an exclusive interview, Asher Gnut. He is the CEO of Hut 8. Asher, good to chat with you again.Obviously, you just heard the Oracle story. It doesn't appear that you and your team are having similar concerns or issues. How did this deal, yours, come about.>> Good to see you again, Brian. Nice to meet you, Kelly. and excited this time uh not just talking about the power markets like we did when we were at EI but talking about this really important news to hot for us when we were looking at ...
Not many strong reasons to be bearish into 2026, says SoFi's Thomas
CNBC Television· 2025-12-16 21:19
>> ALL RIGHT. JP MORGAN RESEARCH NUMBER ONE BY EXTEL. CONGRATULATIONS ON THAT.>> THANK YOU SCOTT. >> IT'S GOOD TO HAVE YOUR VIEWS AND GET YOUR OUTLOOK DUBRAVKA. WE'LL SEE YOU SOON.ALL RIGHT NOW TO OUR PANEL. LET'S BRING IN SOPHIE ZILLIZ THOMAS NEW YORK LIFE INVESTMENTS LAUREN GOODWIN MORGAN STANLEY WEALTH MANAGEMENT ELLEN ZENTNER IT'S GREAT TO HAVE EVERYBODY HERE ON THE DESK WITH US. ALL RIGHT, LIZ, YOU FIRST.WHAT DO YOU THINK ABOUT WHAT MR. LAKOS HAD TO SAY. BASE CASE 7500, BULL CASE 8000.>> SO WHEN I LOOK ...
S&P 500's AI Fuel Tank Still Full With 7,700 Target From Citi
Benzinga· 2025-12-16 13:18
Citigroup has set a 7,700 year-end 2026 forecast for the S&P 500, citing strong corporate earnings and ongoing support from artificial intelligence investment.It argued that the next phase of the AI trade will favor companies that adopt the technology rather than those that simply enable it.The firm said AI infrastructure build-out will remain a central theme in 2026, but investors will increasingly differentiate between winners and losers as fundamentals come under pressure from high starting valuations, R ...
‘Quantum Computing Concern CRASHES Bitcoin Price!’ Tom Lee WARNING to Crypto Investors
Altcoin Daily· 2025-12-15 23:51
in crypto. I I think that there has been some concerns about uh you know quantum >> breaking news. JP Morgan steps further into crypto with tokenized money market fund on Ethereum. If you know somebody who holds Ethereum, send them today's video. Smash the like button and let's talk about how big this is for the cryptocurrency industry. JP Morgan, the banking giant with 4 trillion assets under management, is rolling out its first tokenized money market fund on the Ethereum blockchain. JP Morgan will seed th ...
MSCI Isn't Wrong to Be Cautious on DATs
Yahoo Finance· 2025-12-13 16:00
The news that MSCI — one of the world’s “Big Three” index providers — is looking to potentially exclude digital asset treasuries (DATs) from its indexes has absolutely scandalized the crypto community. JP Morgan mentioning this in their research note on Strategy only added fuel to the fire, with the term “Operation Chokepoint” coming back into the Crypto Twitter lexicon. However, MSCI may have a valid point when it comes to DATs. MSCI is one of the largest index providers in the world, with over $18 tril ...
Solana Foundation President on the state of the crypto trade and market regulation
CNBC Television· 2025-12-12 12:25
Why don't we start with the latest news. The idea of crypto regulation, lawmakers meeting with bankers. Is that definitely a tailwind in your mind for the crypto industry.The fact that the big banks and the lawmakers are getting together, uh, it kind of seems contrary to the idea that Bitcoin is about decentralizing finance. >> Bitcoin is about decentralizing finance from the infrastructure perspective. Uh but look, we welcome all builders into cryptocurrency into blockchain and some of those builders are g ...
Oil Rallies; Zelenskiy Floats Referendum | Horizons Middle East & Africa 12/12/2025
Bloomberg Television· 2025-12-12 10:51
>> THIS IS "HORIZONS MIDDLE EAST & AFRICA. " OUR TOP STORIES THIS MORNING, ASIAN STOCKS CLIMB AFTER U.S. AND GLOBAL EQUITIES HIT FRESH RECORDS WITH INVESTOR SENTIMENT BOOSTED BY THE FED'S RATE CUT AND ITS UPBEAT VIEW OF THE ECONOMY. UKRAINIAN PRESIDENT VOLODYMYR ZELENSKYY IS PROPOSING A REFERENDUM ON WHETHER TO HAND THE DONBAS REGION OVER TO RUSSIA. U.S. PRESIDENT DONALD TRUMP HAS VOICED HIS FRUSTRATION WITH THE PACE. OF TALKS. OIL RALLIES FROM ITS LOWEST CLOSE IN ALMOST TWO MONTHS. WE SPEAK TO SARA VAKHSHO ...
Broadcom earnings top estimates, Lululemon announces C-suite shake-up
Youtube· 2025-12-11 22:36
Market Performance - The Dow and S&P 500 reached record highs, with the Dow up 1.3% or approximately 650 points [1][2] - The Russell 2000 also hit a record high, increasing by 1.3% [2] - The S&P 500 equal weight index performed well, indicating strong market breadth [11] Sector Performance - Cyclical sectors showed strength, with materials up 2%, financials slightly less, and industrials up 1% [4] - Energy and tech sectors experienced declines, each down about 0.5% [3][4] - The NASDAQ 100 struggled due to poor performance from mega-cap stocks, except for Microsoft and Meta [5][6] Economic Outlook - The U.S. economy is perceived to be in a softening phase, with a weakening labor market and cautious consumer behavior [10] - There are signs of potential stabilization and growth heading into the new year, supported by fiscal stimulus and easing monetary standards [12][11] - Earnings expectations for 2026 are moving higher, with anticipated growth of nearly 15% [17] Company-Specific News - Broadcom reported Q4 EPS of $1.95, beating estimates, and net revenue of $18.02 billion, also above consensus [28] - Lululemon announced a CEO succession plan following a period of slowing sales, with CEO Calvin McDonald set to depart at the end of January [31][32] - Concerns for Lululemon include slowed growth in North America and increased competition, but there is potential for growth in international markets [42][43] Investment Implications - Investors are advised to be selective in their investments, particularly in the tech sector, focusing on companies with strong free cash flows [22][23] - Opportunities are emerging in sectors such as transportation, healthcare, and energy, with a recommendation to look for consolidation in uptrends [25][26]