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Forbes· 2025-09-25 18:45
Smart business owners use AI wisely, but they know where to draw the line. Here are five things you should never outsource to AI. https://t.co/VySN97fbzi https://t.co/VySN97fbzi ...
Bespoke's Paul Hickey: Markets have gotten very extended in the short-term
Youtube· 2025-09-25 18:43
Let's talk about that and these markets with two of our favorite people. Joe Mowgli is former CEO and chair of TDMIR trade. Also co-founder and executive adviser of FG Nexus.Paul Hickeyi is co-founder of Bespoke Investment Group on set. And I just found out both these guys went to the same high school. Go Rams.>> How bizarre is that. But anyway, welcome. Appreciate it, Joe.Thank you guys for coming in. Are you worried that this market is anything like 2000 to 2002. >> I'm not.And here's the reason why. I th ...
Trade Tracker: Bill Baruch Trims Oracle
Youtube· 2025-09-25 18:42
Rothschild and and company Redburn today they initiate Oracle with a sell rating. They say the target's 175. I'll read you a bit of their note again. Let's let's show the stock first again. Please let's do that because again their target's 175. The stock's at 300 more or less. Quote, "The market materially overestimates the value of Oracle's contracted cloud revenues. Our analysis suggests Oracle's 5-year Oracle Cloud Infrastructure revenue guide equates to roughly $60 billion in value, meaning the market i ...
How vulnerable are stocks?
CNBC Television· 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 ...
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
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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 ...