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Big tech companies are expected to spend trillions on AI infrastructure projects for the rest of the decade, and smaller stocks will be among the biggest beneficiaries.
Read the full story on Forbes: https://www.forbes.com/sites/hanktuck...
On the December episode of ITK, ARK CEO/CIO Cathie Wood explains why ARK believes we’re on the verge of a major liquidity turn from both fiscal and monetary policy – and why that could lower inflation over the next few years. She walks through the data on tax cuts, money growth, yields, and productivity, and explains why the market’s “wall of worry” may be setting up one of the strongest bull markets yet.
US equity futures push higher near record highs ahead of a slew of economic data. Warner Bros. Discovery is said to have entered exclusive negotiations with Netflix to sell its film and TV studios and HBO Max.
The US lobbied several EU countries to block their plans to use frozen Russian central bank assets to back a loan to Ukraine, according to European diplomats. Veronica Clark of Citi look ahead to the scheduled economic data release and discusses the Fed's rate path.
The Trump administration’s self-styled Secretary of War, Pete Hegseth, has spent most of this week on defense, facing accusations that he committed war crimes and that he endangered the lives of U.S. pilots. Join moderator Jeffrey Goldberg, Peter Baker of The New York Times, Susan Glasser of The New Yorker and Nancy Yousef of The Atlantic to discuss this and more.
WATCH TODAY’S SEGMENTS:
Hegseth on defense after Signalgate inspector general report
• Hegseth on defense after Signalgate inspec...
U.S. boat strikes and war crimes questions
• Washington Week with The Atlantic full epi...
'The Big Money Show' panel reacts to new data showing massive weekly job losses, collapsing holiday hiring and growing fears that A.I. and economic uncertainty are reshaping the American workforce.
CNBC Marathon covers the changing U.S. business landscape as Chinese firms continue to influence food and drink, entertainment and artificial intelligence.
Luckin Coffee, the chain that quickly overtook Starbucks in China, has opened its first U.S. locations in New York City. While the company, founded in 2017, is expected to expand rapidly, it has already lived through a major fraud scandal and bankruptcy in its home market. So now the question is: can it pose a real risk to major domestic coffeehouse chains like Starbucks? Watch the video to learn about how Luckin Coffee is taking on the U.S.
Duanju, the Chinese term for micro dramas known for wild plots and vertical, bite-sized videos, made headlines in China in 2024 as the industry surpassed the country's box-office revenue for the first time. The short-format videos, which typically consist of episodes ranging from 90 seconds to two minutes long, initially gained popularity in China after capitalizing on the short-form video trend from other short-video apps in the country. And it now has its sights set on the U.S. entertainment industry.
Silicon Valley is now reckoning with a technique in AI development that could upend the leaderboard. Distillation is the idea that a small team with virtually no resources can make an advanced AI model by extracting knowledge from a larger one. While the Chinese AI startup DeepSeek didn’t invent the method, its use of the technique roiled the stock market and woke the AI world up to its disruptive potential. Distillation is now enabling less-capitalized startups and research labs to compete at the cutting edge faster than ever before. DeepSeek’s breakthroughs also ushered in the rise of a new open-source order, based on a belief that transparency and accessibility drive innovation faster than closed-door research. That combination -- distillation’s newfound traction and open-source’s rise in popularity -- is deadly for the competitive edges that the biggest AI players had. This video also includes Bosa’s full interview with Glean CEO Arvind Jain.
From coffee to AI to bite-sized dramas, Chinese companies are making bold moves in U.S. markets. This CNBC marathon digs into how Luckin Coffee is challenging Starbucks, micro dramas aim to captivate American viewers, AI startup DeepSeek uses “distillation” to disrupt Silicon Valley’s biggest players and where their respective industries go from here.
Even in an administration filled with unorthodox characters, Robert F. Kennedy, Jr., stands out. He's more famous, more popular and more influential than any of his peers. And he's the most important figure in American health and science today. Join moderator Jeffrey Goldberg, Michael Scherer of The Atlantic, Dan diamond of The Washington Post and Julie Rovner of KFF Health News to discuss.
The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains.
AI may be driving the latest technological and Industrial Revolutions and building wealth, but is it making us happier? The Wall Street Journal chief economics commentator Greg Ip comes on Market Catalysts to share his thoughts on the reality of AI development for many people, noting the rising risks of job displacement, discomfort with certain online phenomena, and the AI boom's contrast with the Dot-Com era.
Ip's latest article is titled The Most Joyless Tech Revolution Ever: AI Is Making Us Rich and Unhappy.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.
Today's guests are Morgan Stanley’s Michelle Weaver, Loop Capital Markets’ Anthony Chukumba, Cambridge Associates’ Andrea Auerbach, JP Morgan Asset Management’s Meera Pandit, Centerbridge Partners’ Jeff Aronson, Catch Hospitality Group’s Eugene Remm, Levain Bakery’s Connie McDonald and Pam Weekes.
President Trump is under considerable pressure and has been lashing out in fairly unprecedented ways, even for him. And then he called for the execution of Democratic members of Congress. Join moderator Jeffrey Goldberg, Peter Baker of The New York Times, Leigh Ann Caldwell of Puck, Jonathan Karl of ABC News and Toluse Olorunnipa of The Atlantic to discuss this and more.
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss why the market isn't giving Nvidia credit for its quarter, if investors can have confidence in Nvidia's customers and much more.
The United States is facing a historic economic crisis: over 1 million jobs wiped out, mass layoffs across major industries, collapsing corporate profits, and a workforce pushed to the edge. This report breaks down why 2025 is shaping up to be the most dangerous labor market year since the Great Depression, and why the numbers you’re hearing on the news barely scratch the surface.
From tech giants quietly eliminating thousands of white-collar roles, to retail chains shutting hundreds of stores, to manufacturing plants freezing new hiring entirely — the American worker is being pushed into a new era of instability. And behind the layoffs lies something far more serious: shrinking consumer demand, rising corporate debt, skyrocketing living costs, and a government struggling under $38 trillion of national debt.
In this video, we analyze the real reasons behind the job cuts, who will be hit next, and why the system is cracking faster than anyone expected. If you want to understand the truth behind America’s economic decline — and what families should prepare for — you need to watch this until the end.
#Layoffs#JobCuts#usaconomy⚠️ DISCLAIMER:
This video is for educational and analytical purposes only. It is not financial advice, not political guidance, and not investment recommendations. All information is based on publicly available data and independent research. Viewers should always conduct their own due diligence before making financial or career decisions.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.
Today's guests are Wilmington Trust's Tony Roth, BNY Investments’ Stephanie Pierce, Morgan Stanley’s Joseph Moore, Sperling Economic’s Gene Sperling, Wells Fargo Investment Institute’s Veronica Willis, Morningstar’s Jack Shannon, Commonwealth Edison’s Gil Quiniones, Jamba Juice’s James D. White, It’s A 10 Haircare’s Carolyn Aronson, Knight Commission’s Amy Privette Perko.
The Jeffrey Epstein scandal has become so combustible that it’s creating fissures with the GOP. Plus, Democrats wrestle with their own over moderate senators' vote to end the government shutdown.
Join guest moderator Vivian Salama, Natalie Andrews of The Wall Street Journal, Nancy Cordes of CBS News, Andrew Desiderio of Punchbowl News and Jeff Mason of Reuters to discuss this and more.
“We’ve been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won’t last long and markets will climb again soon.
He discusses potential catalysts for a market correction, including a potential “black swan” event. He likes Berkshire Hathaway (BRK/B) for the long-term and highlights the tech sector and utilities, along with silver.
Segment originally aired on Friday, November 7, 2025.
President Trump enjoys hosting leaders, projecting power and his central role in world affairs. But there’s a different reality outside the Oval Office, one in which polls are showing him unpopular with the majority of Americans. Join Jeffrey Goldberg, Leigh Ann Caldwell of Puck, David Ignatius of The Washington Post, Mark Leibovich of The Atlantic and Jeff Zeleny of CNN to discuss this and more.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.
Today's guests are RockCreek’s Afsaneh Beschloss, Cox Automotive’s Erin Keating, Celsius Holding’s John Fieldly, Ritholtz Wealth Management’s Callie Cox, Veda Partners’ Henrietta Treyz, Wedbush’s Rick Sherlund, Reclaim’s Kamran Razavi.