Jim Kramer here to share with you a sample of my take on the market from today's

CMBC Investing Club morning meeting.

We kick things off in a holiday short and week with deals.

And I think with some excitement in the semiconductor world, we had the deal, we had Nelson

Peltz and Triand buying Janice Henderson, taking it private,

in order to be able to make it so that they have, don't have to worry about the quarters. And I think

that's important. I think that's going to be a trend for 2026. I'm looking for trends for 2026.

Let's talk about Open AI, because I want to be very specific about this.

Open AI is a company that is very promotional behind the scenes.

Google, for instance, is not promotional.

Amazon, somewhat promotional.

Meta, not at all promotions.

They have to put that into a grain of sawcom.

Open AI, last week on Monday, we got press word and that means

people, they filter through, not to me, they don't lead to me, that the company might

be worth $500 billion. On Wednesday we heard that they might be worth $750 billion. On Thursday,

we heard that they might be worth $830 billion, and they could raise

$100 billion so they could build out all their different data centers. This morning we come in,

and we hear that soft banks racing to complete its $20 billion funding of opening I by year-end.

That'd be very bullish. They need all the money they can get. And by the way, that money's going to come into much lower level.

So the reason I mention this is because the whole data set, trade,

the big data center build out depends on Open AI,

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