Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Robinhood CEO Vlad Tenev says the company set records for revenue, adjusted EBITDA and total platform assets, among other measures, but cryptocurrency is currently in a “relative winter,” while event contracts and prediction markets now account for a larger share of trading revenue than crypto.
CNBC Television ·
DoubleLine CEO Jeffrey Gundlach spoke to CNBC on the night of the Fed’s rate decision: The press conference language was vague, but the bond market’s signal was clear—judging by two-year Treasuries and the steepening yield curve, the Fed should have raised rates.
CNBC Television ·
Federal Reserve Chair Kevin Warsh said at his post-meeting press conference that the committee held interest rates steady at 3.75% to 4%. The economy is expanding strongly, but inflation remains high. The committee “will achieve price stability,” he said, and announced a change to the meeting schedule starting in 2027.
CNBC Television ·
Nell Minow, chair of ValueEdge Advisors, says that even though Meta is a company fully controlled by Zuckerberg, it still owes obligations to shareholders as a public company. The new stock arrangement, which treats the company as a “piggy bank,” will be difficult to approve as is in court.
CNBC Television ·
Miran says the Fed must guard against one way of making a mistake in its fight against inflation: overreacting to transitory inflation, rather than focusing solely on a single month’s data.
CNBC Television ·
Altman and Magouyrk discuss expanding their partnership at Oracle AI World: bringing ChatGPT and Codex into enterprise applications and making databases more actionable.
CNBC Television ·
Bhave says markets have almost fully priced in a hold, but the logic of inflation suggests the Fed should complete its second rate hike of the year in October.
CNBC Television ·
Morgan Stanley chief US economist Michael Gapen speaks with CNBC’s Closing Bell Overtime: He agrees with market expectations that the Fed will hold rates steady this week, but says it will be a “hawkish pause” — the statement should convey that there is no rate hike today, but rates still need to move higher in the future.
CNBC Television ·
Mark Habib, head of digital infrastructure at S&P Global Ratings, speaks with CNBC’s “Squawk on the Street”: hyperscalers carry more AI-related debt than investors see. In addition to debt on their balance sheets, they have commitments not yet recorded there, including data center leases and chip purchase commitments.
CNBC Television ·
Yardeni Research president Ed Yardeni speaks with CNBC’s Power Lunch: air is coming out of the AI bubble, but it will not burst; the bond market will regulate it by tightening the supply of funding for AI trades, while Anthropic’s IPO is a key test of investors’ appetite for AI.
CNBC Television ·
PIMCO global economic adviser and former Federal Reserve Vice Chair Richard Clarida speaks with CNBC’s “Squawk on the Street”: The market is right to expect the Fed to hold rates steady this week. Recent comments from Williams, Waller and Jefferson all suggest the Fed can be a little patient, but one more rate hike at the December meeting remains on the table.
CNBC Television ·
Stephanie Link, Hightower’s chief investment strategist, speaks with CNBC’s Squawk Box: during the busiest earnings week of the year, the period after volatility, combined with the settled election and a seasonally strong period, offers a window to add to positions amid volatility. She also discusses divergence in the cybersecurity sector and the example of Zscaler.
CNBC Television ·
Former Federal Reserve Vice Chair Roger Ferguson speaks with CNBC’s “Squawk Box”: The Fed is more likely to hold steady this week, as the market also expects, but recent inflation readings have been disappointing and have not eased. He believes fighting inflation will require two more rate hikes, one in December and another after a period of observation.
CNBC Television ·
The Westly Group 创始人、前特斯拉董事 Steve Westly 做客 CNBC《Squawk on the Street》，透露两家公司董事会已组建特别委员会推进合并谈判，并点出估值、SEC 批准、特斯拉中国业务三大障碍。
CNBC Television ·
Pershing Square 创始人兼首席执行官 Bill Ackman 在特拉维夫证券交易所做客 CNBC《Squawk on the Street》，谈以色列经济、他九倍回报的交易所股权投资，以及为何长期看好这个国家。
CNBC Television ·
Fundstrat 联合创始人兼研究主管 Tom Lee 做客 CNBC《Closing Bell》，称 AI 抛售已近尾声，对 AI 的担忧正在阻止泡沫形成，这轮回调是"健康的修正"，现在是买入时机。
CNBC Television ·
