Christina Partsinevelis

Eamon Javers, a national security and technology logistics reporter, dives into the implications of Netflix's potential merger with WBD, arguing that YouTube's dominance could influence regulatory perspectives. Christina Partsinevelis highlights the financial ramifications for chipmakers like Nvidia amid export hurdles tied to Trump's H200 decisions. Meanwhile, Eunice Yun shares insights from Beijing on China's drive for semiconductor self-reliance and its strategies to counter U.S. policies, predicting significant pushback.

Christina Parts Nevelis, a CNBC correspondent at Nasdaq, delves into the market dynamics surrounding bank earnings and the pressure on credit card networks. She analyzes JP Morgan's post-earnings slump and the broader implications for financial stocks. The discussion also touches on the competitive landscape of AI affecting major software players like Salesforce and Adobe. With insights on sector breadth and market opportunities, Christina provides a vivid snapshot of current investment landscapes, making it a must-listen for financial enthusiasts.

Ray Washburne, Chairman of Sunoco, shares insights on luxury retail performance and consumer behavior this Black Friday. He notes strong demand and double-digit gains in luxury centers, alongside stable gasoline and growing diesel volumes. Christina Partsinevelis, a CNBC reporter, highlights a significant CME outage caused by data-center cooling issues, stressing the risks of relying on third-party infrastructure. Together, they explore trends in retail, dining, and how tariffs are impacting consumer prices.