Wedbush analyst Dan Ives predicts a 20%+ tech rally in 2026, marking an AI inflection point. He sees massive gains for Microsoft and Oracle driven by software monetization and expects a formal Apple-Google partnership to finally cement Apple’s AI strategy. 4m 50s

AEI’s James Pethokoukis tells CNBC the President’s economic speech missed key concerns: AI’s impact on jobs and the reality of high prices. He notes a lack of GOP healthcare plans and says corporate leaders crave certainty on tariffs and regulation. 4m 22s

Accenture CEO Julie Sweet reported record Q1 results with $20.9B in new business, up 10% YoY. She notes AI is now a catalyst in nearly all client work, driving growth in digital manufacturing and finance as companies prioritize reinvention despite market skepticism. 2m 27s

Analysts weigh the year-end market outlook. Anastasia Amoroso stays bullish on AI for 2026, citing strong demand. Courtney Garcia warns of tech concentration risk and urges diversification, while Stephanie Guild favors rotating into software and turnaround stocks. 3m 29s

Baird’s Ross Mayfield says "healthy skepticism" keeps the AI trade from a bubble as market gains broaden into other sectors. He expects 2026 to be liquidity-driven, citing low oil prices as a major tailwind despite sticky inflation and near-term sentiment risks. 4m 45s

BermudAir is launching Anguilla Air with flights from Newark, Boston, and Baltimore. The airline's hook: Embraer jets with no middle seats. With travel to Anguilla up 198% since 2019, the carrier aims to capitalize on the massive growth in Caribbean tourism. 2m 21s

Blackstone CEO Steve Schwarzman discusses the firm’s 40-year growth from $400K to $1.3T in assets. He highlights their strategy of diversification and expansion into data centers for AI, which he compares to the revolutionary impact of the electric lightbulb. 4m 44s

CNBC analysts debate Nike's turnaround. Tim Seymour sees N. American growth as a reason to buy, while Dan Nathan flags margin compression. Steve Grasso notes competition from Hoka and On, suggesting a need for new leadership. Innovation is showing some early "green shoots." 3m 37s

CNBC panelists share final trades: Karen Finerman monitors Dell puts, Dan Nathan buys Snap on weakness, and Steve Grasso picks Boeing. UPS is also mentioned, alongside birthday wishes for Bill Ploth and Guy Adami. 51s

CNBC's Alex Sherman reveals 2026 predictions from top execs, headlined by a potential Apple acquisition of NBCUniversal. To boost its TV and sports presence, Apple may leverage shifting market valuations to finally make a major move into traditional media assets. 3m 39s

CNBC's Squawk on the Street celebrates its 20th anniversary. Carl Quintanilla and David Faber look back at the 2004 debut with archival footage of Mark Haines, while Jim Cramer reflects on past market cycles and the show’s legacy at the New York Stock Exchange. 3m 14s

CNBC’s Jim Cramer and anchors discuss CPI data, noting high housing costs but falling car prices. While Cramer sees inflation cooling, Carl Quintanilla warns of rising utility and heating costs, which are expected to impact households significantly this winter. 1m 39s

CNBC’s survey shows holiday freight is up 10%, led by housewares and toys as consumers stay cost-conscious. Though volumes are rising, the logistics sector is in a "freight rate recession" due to low prices. Firms are now adopting AI to optimize inventory and shipping. 2m 10s

China’s $4B AI toy industry is surging, with smart dolls and pets using LLMs to interact with children. While companies target global markets, experts raise concerns over AI hallucinations and political censorship built into these tech-driven companions. 3m 37s

Chipotle launches its first high-protein menu on Dec 23, targeting GLP-1 users and health-conscious diners. Offerings include a new snack cup and bowls with up to 81g of protein. The shift aims to boost traffic through healthy, portion-controlled, protein-forward options. 1m 41s

Coinbase is expanding into a "one-stop financial platform" by adding stocks and prediction markets. CEO Brian Armstrong aims to compete with Robinhood, positioning prediction markets as a real-time info tool to attract users and diversify revenue beyond crypto trading. 2m 54s

Cooler inflation data and strong earnings growth signal a continued bull market. Warren Pies targets 7,850 for the S&P 500 by late 2025, while Keith Lerner sees recent market churning as a healthy rest. Both expect Fed rate cuts to support further upside for investors. 3m 42s

Crypto regulation is stalled as a key Senate hearing is delayed until next year. Lawmakers remain divided over security classification, DeFi rules, and ethical concerns regarding officials profiting from crypto, alongside disputes between banks and stablecoin issuers. 1m 31s

Economists analyze the 2.7% inflation rate, noting tariffs are already driving up core goods prices. Wendy Edelberg predicts inflation will persist through 2027 and foresees lower interest rates, while Lydia Mashburn Newman warns that services inflation remains a key concern. 4m 5s

Economists discuss a noisy BLS inflation report, warning of a downward bias from methodology that could skew data into 2026. Despite messy readings, strong GDP estimates suggest a potential AI-driven productivity boom is underway, even with flat employment since April. 3m 24s

Eli Lilly's obesity pill trial shows it effectively maintains weight loss for patients switching from injections. Potential costs of $150/month would be significantly lower than current $1,000/month injectables, with Medicare coverage expected in 2026. 2m 15s

Evercore’s Roger Altman defends the Warner Bros. Discovery board, calling Skydance’s offer a risky "extreme LBO." He cites a lack of binding financing and transparency regarding the Ellison backstop as key reasons why the bid's risk-adjusted value is not higher. 4m 13s

FedEx shares rose after Q2 results. Barclays analyst Brandon Oglenski highlighted domestic volume growth, network integration, and a freight spin-off as catalysts. With a raised revenue guide, he calls FedEx a top stock pick for 2026 despite international trade headwinds. 2m 52s

Final trades: Bill Baruch picks Intuitive Surgical (ISRG) for stable margins. Stephanie Link favors Dick's Sporting Goods (DKS) as a value play with strong sales. Josh Brown highlights Toast (TOST), noting it is snapping its downtrend for long-term growth. 34s

Former SEC Chair Gary Gensler supports 24-hour stock trading, noting it boosts transparency and global access. While liquidity is lower overnight, he believes better surveillance protects investors. He also stresses the need for integrity in emerging prediction markets. 6m 10s

Gen Digital CEO Vincent Pilette warns that AI-powered cyberattacks could cost consumers $15B this year. To combat synthetic identities and fake sites, the company uses AI to predict threats, monitor personal data, and provide restoration services for identity breaches. 4m 46s

Goalvest CEO Sevasti Balafas says investors are "grounded" on AI ROI. She’s buying the dip on Meta, citing its strong balance sheet, while avoiding Oracle due to rising debt. She expects a benign CPI report as the Fed shifts its focus toward the labor market. 2m 24s

Goldman Sachs Chief Economist Jan Hatzius says the latest CPI and unemployment data support more Fed rate cuts. He expects two more cuts, likely starting in March, but notes January is a close call if the labor market stays soft. Inflation trends continue to improve. 3m 30s

Google is challenging Nvidia's AI dominance by making its own chips (TPUs) more adaptable via new software. This push for "chip neutrality" aims to make it easier for customers to switch vendors, shifting the AI race from peak performance toward better margins and scale. 1m 48s

Google is challenging Nvidia’s software dominance with Torch TPU, an initiative to make its custom AI chips easier to adopt. By lowering engineering barriers, Google aims to break the CUDA moat, fostering chip neutrality and lowering costs for the global AI infrastructure. 3m 17s

Hakeem Jeffries warned that expiring ACA tax credits will cause healthcare premiums to skyrocket for millions. He criticized Republican policies for facility closures and called for bipartisan, comprehensive reform to address the broken U.S. healthcare system. 3m 5s

Insmed shares fell 16% after a failed drug trial for chronic sinusitis. Mizuho's Jared Holz notes that despite the setback, the core asset Brenzo retains its $10B peak sales potential. He views the price drop as a buying opportunity for a potential 20-30% trade. 4m 40s

Jamieson Greer (USTR) discusses using Section 301 to counter EU tech regulations. He defends the $18T investment pledges from partners like Korea and Japan and remains confident in the legality of tariffs, noting backup plans exist if the Supreme Court rules against them. 4m 42s

Jeff Currie labels the surge in precious metals a "debasement trade" as investors flee fiat. He highlights platinum as a top pick following the EU's reversal of the internal combustion engine ban, noting it has more upside potential than gold and silver right now. 3m 42s

Jim Bianco calls recent CPI data a "statistical mess" that fails to ease inflation fears. With the Bank of Japan set to raise rates to 30-year highs, he warns that global inflation remains a risk and Japanese investors may pivot away from US Treasuries. 3m 59s

Jim Cramer discusses GE Vernova as a vital power source for data centers but warns of major supply constraints. Natural gas generators are sold out through 2030, and nuclear options won't arrive until 2035, creating a significant bottleneck for AI infrastructure expansion. 2m 18s

Jim Cramer favors Affirm in fintech but warns of a devastating Morgan Stanley downgrade for PayPal. Labeled a "melting ice cube," PayPal faces branded share loss and slowing Venmo growth. Cramer also notes a sudden wave of negativity surrounding Accenture. 1m 4s

Jim Cramer praises Micron and Picard Medical (SynCardia) for recent successes. As Picard and Netsol ring the opening bells, Cramer discusses the Medline IPO, noting its impressive growth while suggesting investors wait for a better entry point as the stock settles. 1m 7s

Jim Cramer warns that modern AI investments, like Amazon's potential $10B deal with OpenAI, mirror risky "lazy Susan" circular trades from the dot-com era. He cautions that these signals suggest an AI bubble similar to 2000, which is already fueling market volatility. 2m 23s

Jim Cramer’s Lightning Round: Elanco and M&T Bank are buys; Rocket Lab is a solid speculative play. Pfizer is a weak hold, while Lithium Americas and Daktronics are avoids. Diageo is a dividend-only play. He needs more time on Theravance, Photronics, and Ondas. 6m 29s

Jobless claims fell to 224,000, while December CPI data showed inflation cooling. Headline CPI hit 2.7% and core CPI was 2.6%. CNBC analysts highlighted a low 0.1% monthly core rate and slowing shelter costs as "very good" signs for the economy. 1m 58s

Josh Brown says healthy markets separate winners from "trash." While Micron shows strength, SMCI has plunged from $118 to $30. This divergence among AI suppliers suggests the current market is driven by fundamentals and is not a speculative hype bubble. 1m 39s

Julie Biel says the small-cap rally is shifting from speculative trades to high-quality firms with strong earnings. She favors companies that have navigated inflation well, specifically picking LeMaitre for its pricing power and nCino for its potential to leverage AI in SaaS. 2m 29s

Marissa Silva of The Toy Insider highlights this year’s top holiday toys, including Princess Peach, Minecraft DIY kits, and the return of ZhuZhu Pets. Despite tariff concerns and a 3% price hike, many hot items remain in stock at major retailers for late shoppers. 5m 3s

Medline’s $6.26B IPO is the largest in four years. Jim Cramer compares its business to Costco, using supply chain memberships to sell high-margin private label medical products. With revenue growth hitting 10.3% in 2025, it’s a major new player in healthcare. 1m 42s

Mike Santoli discusses a tech bounce led by Micron and a positive CPI surprise. While the S&P 500 is in a "stall phase," money is rotating into banks and industrials, signaling macro resilience. He expects the market to "levitate" as it navigates year-end churn. 2m 58s

Mona Mahajan (Edward Jones) sees a positive 2026 market outlook following a low core CPI print of 2.6%. She expects double-digit earnings growth and a possible Santa Claus rally, favoring Healthcare, Industrials, and Consumer Discretionary over tech-heavy concentrations. 2m 22s

Nasdaq President Nelson Griggs predicts a strong 2026 IPO market, citing a diverse pipeline and favorable rates. He expects a rush of mid-sized companies in the first half of the year, with potentially record-breaking IPOs arriving in the second half. 4m 28s

Nike shares fell 4% after results. Oppenheimer’s Brian Nagel highlights North American wholesale as a turnaround bright spot despite China weakness and tariff risks. He maintains an Outperform rating but notes the full recovery will take time amid difficult macro headwinds. 3m 45s

OpenAI is reportedly seeking to raise up to $100 billion at a valuation of as much as $830 billion. This target follows a recent $500B valuation and comes amid reports of a potential $10B investment from Amazon to support the company's massive AI infrastructure costs. 5m 0s