Artificial Intelligence

Search documents
How vulnerable are stocks?
Youtube· 2025-09-25 18:41
Front and center this hour, the state of the AI trade. Many of the biggest names down again today. Has it left this market vulnerable to a larger pullback.We will discuss that with the investment committee. Joining me for the hour today, Josh Brown, Joe Cheranova, Bill Baroo, and Jim Leenthal. So, we've said stocks are down again, which they are across the board.Not by a large amount obviously, but nonetheless, uh the consistency of today's move uh is one that we're watching. Rates are an issue, and they re ...
Market wants substance around AI investment headlines, says Deepwater's Gene Munster
CNBC Television· 2025-09-25 18:41
managing partner at Deep Water Asset Management. Gene, it's always great to chat with you. Um, but on a day um, you know, past couple of days where where some are wondering about these headlines, how do you, as somebody who is an analyst who who looks at these stocks and companies, how do you sort of think about all these headlines of guarantees, of commitments, of money not yet spent.Um, and uh, you know, we don't know what the ROI on all of this is still. >> I mean, you hit it right there. The money not s ...
Ken Griffin: Immigration policy is 'absolutely' playing out in labor market
CNBC Television· 2025-09-25 18:40
Welcome back to Money Movers. Markets coming off of their record highs as questions around Fed independence intensify, excitement over AI heat up. Still with me here is Citadel founder and CEO Ken Griffin.Look, I' I've really been interested to ask you about just the overall feel of the market right now given it's been so much more resilient and strong than people thought it would be this year, making record high after record high. How does that feel to you. Well, I mean, if if we came into the start of thi ...
Jabil outlines 25% AI revenue growth for FY '26 as North Carolina facility ramps (NYSE:JBL)
Seeking Alpha· 2025-09-25 18:38
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
Schwab Seeks to Provide Retail Investors Access to Private Companies
ZACKS· 2025-09-25 18:36
Key Takeaways Schwab is considering giving retail investors direct access to private companies.CEO Rick Wurster said growing private firms make expanded access a priority.Robinhood has also filed plans for a fund, giving everyday investors private access.Charles Schwab (SCHW) has been wanting to allow retail investors direct access to private companies. In an interview with Bloomberg Television, as published in an MSN article, SCHW’s CEO and president, Rick Wurster, said that the brokerage giant is explorin ...
Tusk Ventures CEO on AI spend: If there’s a paying product people want, that’s a good investment
CNBC Television· 2025-09-25 18:34
Let's turn to what's been a blockbuster few days of headlines from Nvidia, as you probably know, planning to invest up to a hundred billion dollars in open AI. This new partnership with Alibaba, Stargate bringing its first US data center online as all these questions begin to swirl about whether there is in fact a circular economy forming within AI. Joining us this morning with his outlook is Tusk Ventures founder and CEO Bradley Tusk.Bradley, it's good to have you. Thanks for the help today. Yeah, thank yo ...
Accenture CEO Julie Sweet on earnings beat: Our early investment in AI is paying off
CNBC Television· 2025-09-25 18:32
$150 billion professional services giant Accenture beats on the top and bottom line for the quarter, driven by resilient demand for its AIdriven consulting services, but did warn of slower growth as the federal government cuts back on consultancy spending. Joining us now is CEO Julie for a first on CNBC interview. Julie, always great to have you on on earnings day.Just tell us a little bit about what exactly is driving the growth you're seeing. Well, thanks Sarah. Yes.So uh just kind of taking you behind th ...
CIFR Slides from All-Time High After Securing $3B Fluidstack Deal
Youtube· 2025-09-25 18:30
[Music] Welcome back to NextGen Investing. It's now time to discuss the latest with Cipher Mining as we're seeing some news today as well as an $800 million senior note offering. So, some various pieces moving here.Joining us now is Jeff Pierce, senior manager of derivatives trading for Charles Schwab. So, Jeff, walk us through I mean what has been a a really interesting move on the session and also seeing spiking volume today. Yeah, tons of volume.Obviously, we're looking at a stock that has had incredible ...
X @Bloomberg
Bloomberg· 2025-09-25 18:22
Technology firms are striking massive debt deals at the fastest pace in years, and investors are piling in to fund their large AI spending needs https://t.co/QGy17mZbZ5 ...
Wall Street Retreats for Third Straight Day Amid Valuation Concerns and Economic Data
Stock Market News· 2025-09-25 18:07
The U.S. stock market is experiencing a notable pullback on Thursday, September 25, 2025, with major indexes extending their losses for a third consecutive session. This downturn follows a period of robust performance and record highs earlier in the week, signaling a shift in investor sentiment driven by profit-taking, lingering concerns over equity valuations, and a re-evaluation of the Federal Reserve's monetary policy outlook. Afternoon trading activity reflects a cautious mood as market participants dig ...