Medline’s IPO, the year's largest, provides a crucial exit for private equity firms looking to return capital to investors. CNBC analysts discuss how this deal might boost PE stock performance while debating the arrival of a year-end "Santa rally" in the market. 2m 2s

Micron shares jumped 5% after a massive earnings beat and record Q2 guidance. Q1 EPS hit $4.78 on $13.64B revenue. The company expects Q2 EPS of $8.42 and 68% gross margins, far exceeding analyst estimates as performance continues to strengthen into fiscal 2026. 1m 20s

Mike Khouw notes that rising out-of-the-money options suggest traders are bracing for choppiness. Adjusting for holiday schedules, he estimates true volatility at 18.5-19, signaling alertness to macroeconomic risks and potential big moves in the S&P 500. 3m 30s

Mizuho’s Dan Dolev says Robinhood and Coinbase are adding prediction markets and sports betting to capture Gen Z users. He sees "pure upside" for Robinhood, but warns Coinbase could face revenue cannibalization if users swap high-fee crypto trading for lower-margin betting. 3m 35s

Netflix Co-CEO Greg Peters defends the Warner Bros. Discovery deal, calling it pro-consumer and pro-innovation. He notes the combined view share still trails rivals like YouTube and Disney. Engagement with the DOJ and EU is underway to show the deal supports growth and jobs. 5m 13s

Oklo CEO Jacob DeWitte says repurposing Cold War-era plutonium can fuel 2GW of new nuclear power, bypassing supply chain bottlenecks. This bridge fuel accelerates growth through the 2030s, turning waste slated for burial into a safe, efficient energy resource. 3m 49s

OpenAI in $10B talks with Amazon; Waymo eyes $15B funding. Warner Bros. rejects Paramount takeover as Spirit-Frontier merger talks revive. Trump mulls defense contractor limits, Robinhood launches NFL betting, and Medline debuts today in the year’s largest IPO. 2m 3s

Oracle denies reports that its $10B Michigan data center project for OpenAI is stalling. While Blue Owl exited due to debt terms, Oracle says it has selected a new partner and negotiations are moving forward amidst rising scrutiny over AI capital costs and debt. 2m 37s

Oracle shares fell after Blue Owl Capital reportedly declined to finance a $10B data center. Experts warn that tech giants' refusal to own these assets shifts risk to private equity and pension funds, as future AI efficiency may make massive data centers obsolete. 2m 18s

Pan American Silver CEO Michael Steinmann says record silver prices stem from a structural supply deficit and rising demand for AI, solar, and electronics. Limited supply as a mining byproduct and increased investment are driving the rally amid global electrification. 4m 37s

RBC’s Lori Calvasina predicts a strong 2026 with an S&P 500 target of 7,750, driven by 13% earnings growth. Though AI is in early stages, tangible productivity gains are emerging in sectors like retail. Key risks include job losses and GDP falling below 1%. 5m 18s

Rich Greenfield tells CNBC that WBD documents reveal a secret bidder for its cable networks, adding value. He slams Paramount’s offer as a "house of cards" with risky funding and restrictive terms, arguing WBD’s current path offers far more certainty than Paramount’s bid. 5m 0s

Robinhood CEO Vlad Tenev told CNBC he sees a "prediction market super cycle" as the platform expands its offerings. He views these markets as a new asset class and a powerful forecasting tool for real-world events, driven by traders leveraging their niche expertise. 3m 56s

Robinhood is expanding into sports betting territory with new NFL prediction markets. Users can trade contracts on game outcomes and player stats, with custom parlays coming soon. CEO Vlad Tenev calls this the firm’s fastest-scaling revenue line to date. 1m 5s

Robinhood is expanding its prediction markets into NFL betting, offering parlay and prop bets as "event trading." As its fastest-growing product line, CEO Vlad Tenev plans to scale into other sports and economic data to create a one-stop shop for all trading. 1m 18s

The Atlantic CEO Nicholas Thompson explains how running 60-70 miles a week serves as meditation and boosts professional performance. He notes that much of the pain in running is psychological and shares how he integrates high-mileage training into a busy executive schedule. 4m 2s

Tim Seymour highlights gold miner upgrades, with 2026 price targets hitting $4,200-$4,500/oz. Karen Finerman recommends DXJ for Japan exposure with a currency hedge. The crew celebrates Guy Adami’s upcoming birthday, and Guy’s final trade is Lionsgate. 1m 40s

Truist Analyst David Smith notes Robinhood is well-positioned for retail risk-seeking. Diversification into lending and prediction markets should reduce its crypto correlation, while high operating leverage is expected to boost margins and drive future growth. 2m 52s

Warner Bros Discovery has rejected Paramount's $30/share all-cash offer, citing a lack of guaranteed financing from the Ellison family. WBD also downplayed regulatory risks compared to its Netflix merger, as the focus shifts to whether Paramount will raise its bid further. 3m 59s

Warner Bros. Chair Samuel Di Piazza explains why the board favored a Netflix offer over the Ellison/Paramount bid. He cites "certainty of close" and cash-heavy terms, noting that Larry Ellison’s lack of a direct guarantee made his proposal less secure for the company. 3m 59s

eToro’s Lale Akoner notes a market rotation from tech to small-caps and cyclicals. She favors the S&P 600 and financials, citing rate cuts and strong earnings. Akoner also expects 2026 tax refunds to boost consumer-sensitive sectors, including homebuilders and regional banks. 6m 1s

Yann LeCun discusses his new startup AMI, focusing on world models and JEPA to move beyond LLMs. He critiques Silicon Valley's "LLM-pilled" culture, argues for open research, and outlines a path to human-level AI via objective-driven architectures that are safe by design. 1h 50m 6s

Sam Altman views writing as 'externalized thinking' used to clarify ideas. He explains how AI aids refinement and programming, but argues human storytelling remains vital. He also shares his analog note-taking habits and how clear thinking leads to clear communication. 47m 19s