As shipping windows close, shoppers are turning to in-store and curbside pickup. Target reports 75% of orders are fulfilled this way, saving costs and driving impulse buys. With 80% of shoppers planning last-minute trips, the final brick-and-mortar rush remains essential. 2m 51s

Bertha Coombs is retiring from CNBC after more than two decades. Her "Squawk on the Street" colleagues praised her expertise in health care reporting and her role as a steadfast teammate. Bertha expressed gratitude to her CNBC family as she prepares for her next chapter. 2m 38s

BofA’s Peter Galbo predicts food price relief as commodity and tariff pressures ease. Major companies are starting to cut prices to win back low-income consumers. Top stock picks for 2026 include Coca-Cola, Monster, and Vita Coco. 3m 57s

ByteDance reached a deal for a TikTok U.S. joint venture majority-owned by U.S. investors. Former CEO Kevin Mayer says Oracle’s algorithm oversight meets security rules. While Beijing hasn’t officially approved, state media signals support for the algorithm review setup. 6m 30s

CNBC experts discuss a record options expiration, signaling a potential market reset. Mike Santoli notes clearer positioning as momentum stocks cool, while Scott Wren highlights Wells Fargo's rotation from tech into financials and industrials as retail interest remains high. 4m 34s

CNBC’s Rick Santelli reports University of Michigan consumer sentiment fell to 52.9 in Dec, with current conditions hitting a record low 50.4. 1-year inflation rose to 4.2%. Despite the weak economic outlook, the Dow Jones reached new session highs. 1m 43s

Charitable giving hit a record $590 billion, with corporate giving reaching a 40-year high. Lisa Anastasi of Boys & Girls Clubs of America explains that philanthropy is now a key business strategy to drive brand loyalty and sales, even amid economic uncertainty. 5m 2s

China views the TikTok-Oracle deal as a strategic "gift" to President Trump. By keeping the core algorithm while offering a joint venture, Beijing provides a political win to maintain ties, potentially using it to navigate trade tensions and administration divisions. 4m 49s

Citi analyst Ari Rosa notes FedEx had a solid quarter with strong ground volume and pricing. Despite lowering second-half guidance due to specific costs and industrial weakness, he remains bullish on efficiency. The broader transport sector also sees a positive 2026 setup. 5m 49s

Citi's Scott Chronert is bullish on US equities into 2026, citing a soft landing, dovish Fed, and AI-driven growth. He expects megacap growth stocks to drive earnings, though he warns of potential AI trade disruptions and labor market risks. 2m 48s

College sports valuations hit $51.2B, led by UT Austin at $1.5B. Driven by massive media deals and NIL rules allowing direct player payments, programs are leveraging capital to boost their market value and competitive edge in a rapidly evolving landscape. 4m 6s

DraftKings CEO Jason Robins tells CNBC its new prediction product will eventually be meaningful for the bottom line. He downplays competition from Robinhood and Kalshi, citing DraftKings' superior sports product and strong regulator relationships as keys to winning. 3m 34s

Fairfax Financial CEO Prem Watsa is in no rush to deploy his 10% cash reserve. With yields near 4%, he is waiting for rare, long-term opportunities that offer decades of competitive advantage. He remains patient but ready to act aggressively when the right deal appears. 20s

FedEx CEO Raj Subramaniam tells Jim Cramer the company is hitting its $4B cost-cutting goals while shifting focus to revenue growth. FedEx is gaining market share in key sectors like healthcare, aerospace, and AI, signaling a strong quarter of execution. 1m 38s

Former NJ Governor Chris Christie is joining the AGA to fight sports prediction markets. He argues they are illegal and unregulated, flouting state laws and tribal sovereignty while threatening game integrity, unlike the state-regulated systems he helped establish. 4m 4s

Goldman Sachs’ Salveen Richter expects a biotech rebound through 2026 as drug pricing deals remove market uncertainty. With earnings stabilizing, she sees M&A growth and opportunities in obesity and cancer. Top large-cap picks include Amgen, Regeneron, and Biogen. 3m 36s

Goldman Sachs’ Tony Pasquariello remains “responsibly bullish” for 2025, citing strong earnings growth and Fed liquidity. He expects US mega-cap tech to lead as AI productivity boosts large-caps, preferring them over small-caps despite increasingly complex market valuations. 4m 0s

Guggenheim's Simeon Siegel discusses Nike’s mixed performance. While China remains a headwind, 9% growth in North America shows strength. Siegel believes Nike's massive budget and history of adapting to rivals like Hoka make a recovery a matter of "when, not if." 3m 59s

In Jim Cramer's Lightning Round, he recommends CrowdStrike and Palo Alto over SentinelOne, views Kura Oncology as a speculation, and warns against Bitmine Immersion. He remains bullish on Credo Technology's growth story and likes Ciena following a strong quarterly report. 4m 36s

Japan’s central bank raised rates to a 30-year high, and data center deals hit a record $61B. The EU will loan Ukraine $100B+. House GOP plans a vote on a Congressional stock trading ban, while the US reviews NVIDIA H200 AI chip sales to China. 1m 6s

Jeff Kilburg views Nike as a "falling knife" down 10% amid China headwinds and tariff concerns. Meanwhile, he remains bullish on FedEx, calling it a "blue-chip" essential with strong parcel growth and potential to retest highs as a barometer for the US economy. 4m 44s

Jefferies analyst Randy Konik recommends buying Nike stock, citing North American "green shoots" and a projected bottom in China within 3-4 quarters. Despite tariff pressures and a weak Chinese economy, Konik believes Nike’s low valuation makes it a strong long-term play. 4m 43s

Jim Cramer and David Faber discuss Wells Fargo’s pivot to investment banking, highlighting its major deals and senior hires. Despite a debate over stock performance, they credit CEO Charlie Scharf for transforming the bank's competitive position in the market. 2m 59s

Jim Cramer highlights consumer strength as the economy's savior, citing robust performance in travel stocks like Carnival, Marriott, and Viking. He notes Carnival's strong guidance and Viking's 59% year-to-date gain as proof that discretionary spending remains resilient. 2m 12s

Jim Cramer identifies Boeing as a "quiet winner" making a comeback. With a new JP Morgan price target of $245, Cramer praises CEO Kelly Ortberg's safety-first, no-nonsense leadership, predicting the company will be a major market leader and a huge stock by 2026. 1m 31s

Joanna Stern discusses Anthropic’s Project Vend, where an AI ran a WSJ vending machine. Manipulative reporters tricked the agent into giving away free snacks and ordering a live fish, highlighting the chaotic challenges of giving autonomous AI agents business control. 3m 28s

John Stoltzfus of Oppenheimer says rising Japanese yields aren't a threat to US Treasuries given the rate gap. He remains bullish on US assets and expects the market to digest quadruple witching volatility, keeping the year-end Santa Claus rally on track. 3m 59s

Kevin Simpson expects market breadth to expand into financials and industrials. He remains bullish on Micron’s AI growth, eyes FedEx for transport recovery, and notes that while tariffs are a permanent factor in stock analysis, their impact has been manageable so far. 4m 2s

MAI Capital’s Chris Grisanti advises staying invested but pivoting to "unpopular" value stocks like healthcare. He recommends UPS and Kimberly-Clark for their low valuations and dividends, warning against chasing expensive tech trends in a top-heavy market. 4m 36s

Meera Pandit of J.P. Morgan predicts "AI lift and economic drift" for 2026. AI remains a strong market driver, but broader economic data is softening. Beyond tech, she favors financials, noting that consumer sectors face pressure from a K-shaped economy and potential tariffs. 3m 35s

NY Fed President John Williams says recent inflation and jobs data are encouraging despite technical distortions. He views policy as "well-positioned" with no "sense of urgency" for immediate rate cuts, noting rates are closer to neutral but remain mildly restrictive. 6m 36s

Nike shares fell 10% following weak earnings, highlighting major struggles in China. While North America shows signs of recovery, lack of retail investment in China has cost the brand. CEO Elliott Hill plans to focus on retail fundamentals to spark a turnaround. 2m 35s

Nike shares fell 10% on China weakness and soft guidance. Neuberger Berman’s Kevin McCarthy calls it a "buy the dip" opportunity, citing clean US inventory and margin growth. He expects long-term value as Nike leads with performance to reclaim its lifestyle brand dominance. 4m 55s

Nov existing home sales rose 0.5% to 4.13M units. Tight supply, down 5.9% from October, pushed the median price to a record November high of $409,200. While homes stay on market longer, investor sales rose to 18%, and first-time buyers remain below historical norms at 30%. 1m 17s

On CNBC’s Fast Money, the panel shares their final trades: Mike Khouw likes Amazon for its growth and valuation, Tim Seymour picks Alibaba, Courtney Garcia favors Goldman Sachs on M&A potential, and Steve Grasso sees more upside for GM. 1m 4s

OpenAI is reportedly seeking funding that could value it at $830 billion, with Softbank and Amazon in the mix. Amid these talks, Michigan regulators cleared a 1.4GW data center for OpenAI and Oracle to support the company’s Stargate infrastructure expansion. 1m 22s

OpenAI is reportedly seeking to raise $100B, potentially valuing the company at $830B. Meanwhile, the Squawk Box team celebrates co-anchor Andrew Ross Sorkin’s book "1929" being named one of Barack Obama’s favorite books of the year. 2m 13s

Oracle shares rose 8% on news of a TikTok US spin-off deal. The new entity faces the challenge of retraining its algorithm on US data while maintaining consistency for users and advertisers. If successful, it aims to gain market share from rivals Meta, Google, and Snap. 2m 6s

Piper Sandler’s Anna Andreeva remains overweight on Nike despite a slow turnaround. While North America wholesale is a bright spot, China continues to struggle. Nike faces margin pressure from tariffs but aims to mitigate impact through selective pricing and scale. 5m 33s

President Trump signed an executive order to move cannabis to Schedule III, easing research and banking rules. It includes a Medicare CBD pilot for seniors. Despite legal hurdles and a 2026 hemp ban, the move signals a strategic shift driven by lobbying and upcoming elections. 2m 33s

Rick Santelli reports rising global bond yields as the Bank of Japan hikes rates to a 30-year high. Despite record-low US consumer sentiment, equities stay strong. Meanwhile, French and Japanese yields hit multi-decade highs, reflecting a global tightening trend. 2m 26s

Rick Sherlund predicts the AI trade will shift from broad enthusiasm to a selective market. He expects a rise in SaaS, IPOs, and M&A as AI enters business workflows. Increasing inference demand will drive data center growth, with winners moving up the tech stack. 5m 40s

Sanctuary Wealth’s Mary Ann Bartels remains bullish, forecasting the S&P 500 at 7,500 by late next year and 13,000 by the decade's end. While expecting a "reset" and volatility ahead, she maintains that tech and AI leadership will continue to drive strong market earnings. 4m 37s

Susquehanna’s Chris Murphy discusses record options volume and the rise of idiosyncratic risk. For 2025, he notes a cautiously optimistic outlook, with traders favoring call spreads in Mag Seven names to balance high valuations with potential upside. 3m 52s

The AI trade remains resilient despite recent volatility, driven by strong demand and solid fundamentals. Experts highlight visibility in hardware and a potential year-end rally as investors refocus on tech names with high cash flow to lead the market forward. 4m 43s

The Delaware State Supreme Court has reinstated Elon Musk’s record 2018 pay package worth $56 billion. The ruling reverses a previous lower court decision to invalidate the compensation, which Tesla shareholders have twice approved. 1m 0s

TikTok will remain in the US after a deal to retrain its algorithm on American data using Oracle servers. Intelligent Alpha CEO Doug Clinton says the move enhances national security and limits foreign influence, though the core user experience will likely stay the same. 5m 24s

Trump is vetting Fed chair candidates, including Chris Waller and BlackRock’s Rick Rieder. Waller’s interview focused on job creation, while Kevin Hassett and Kevin Warsh remain contenders. Michelle Bowman is out. The process highlights a broad focus beyond interest rates. 6m 4s

Trump signals permanent tariffs and potential Venezuela conflict. BoJ raises rates to a 1995 high. US reviews Nvidia H200 chips for China. OpenAI eyes an $830B valuation, while Meta preps its "Mango" AI model. Coinbase sues states over prediction market rules. 1m 50s

Vital Knowledge's Adam Crisafulli says OpenAI’s Garlic and Meta’s Avocado AI models are key Q1 trends. He expects a year-end rally and tax stimulus to boost markets, while 2026 global policy turns less dovish as focus shifts from inflation to employment wildcards. 3m 58s