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November 25, 2025 43 mins

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. Plus: the Executive Chairman of Dick's Sporting Goods joined the team to breakdown earnings from the name - and a decision to close some Footlocker stores. 

 

Also in focus: the TSA projecting a record breaking Thanksgiving travel week - the team sat down with the CEO of newly listed AeroMexico to talk demand, along with any possible shutdown hangover for the airlines. 

 

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