Emily Wilkins

Gil Loria, Head of technology research at DA Davidson, dives into the software sector, highlighting strong recurring-revenue stocks despite AI uncertainties. He discusses Oracle's hefty borrowing for AI ventures and the possible repercussions for bondholders. Emily Wilkins, CNBC reporter, sheds light on a GOP-backed bill aimed at banning Congress from trading individual stocks, shaking up political finance norms. Together, they explore the volatile landscape of technology and regulation in today's market.

Treasury Secretary Scott Bessent, who plays a crucial role in shaping fiscal policy, discusses the ongoing government shutdown and its economic implications. He emphasizes the need for trust in negotiations and the likelihood of a clean continuing resolution. Emily Wilkins provides insights on the political dynamics in Washington, while Sharon Epperson breaks down tax changes and charitable giving strategies. Expect an intriguing perspective on the search for the next Fed chair and the complexities of U.S.-China trade relations.

Emily Wilkins, a CNBC reporter known for her insightful updates, discusses the recent passing of former President Jimmy Carter and the upcoming complexities surrounding the Speaker of the House election. The conversation dives into stock performance amidst a potential Santa Claus rally, the challenges faced by Chinese equities, and the impact of rising interest rates. They also explore the burgeoning 'dupe' culture in consumer products, highlighting how social media shapes this trend, while big tech like Apple grapples with market dynamics.