survey about poverty versus 30 years ago. why not ask about poverty now versus 1933? we just learned party rates had a 1-year increase and was so bad, childhood poverty, white poverty, white children poverty went up 52%, asian 27%. who even decides poverty, the government says a single adult making $15,225 years in poverty. if you make 15,226 you are on easy street, the folks at the economist, ian brimmer would say you are living large. stop marking the american public, people know how they are living and it is not good. liz: you never sleep, thank you.

we've got a fox alert for you. taking a look at the markets, stocks making volatile move was, all major averages are on track for a sixth week of gains. this is not how the day was starting. the jobless rate falling to 3% from 3. 9%, the prior month the economy added 199,000 jobs. those are your november numbers. the average rose for the month of the closely watched university of michigan survey showing a drop in inflation expectations, treasury yield bouncing higher with the 10 year jumping above 4.2%, you've got bank of america, the strategist wrote a very bearish note saying it equals higher

stocks, flipped to lower yields, as a rally in bonds with single sputtering economic growth. let's get to the floor show. let's go to dan guilt rude. i got to start with you on this bearish call. you and jpmorgan both a couple of notes that were pretty ugly this morning, 2,024 is not going to be good. >> our expectation is growth is slow and the data is consistent with that heading into year end. the signal from today's employment report is inflation is not around the corner, and 40,000 jobs at the end of the united auto workers.

it is a solid number. the income side of the report is stronger. we added jobs. wages grew at 0.4. the participation rate rose to an all-time cycle high. from the income perspective, it sends a strong signal. i'm not as bearish as my collapse note would indicate. liz: these collective notes, we've got the same bearish note from jpmorgan talking about 2024. dan, let's go to your take on these numbers. you say i was with charles payne and maria, these numbers don't look as positive as first blush. you are in that camp as well. you say they stunk.

>> i do think the numbers do stink. when you pool back what's happening in these numbers on the surface, one hundred 99,000, solid number but right off the bat, 25% is related to the government. that's not good news. that's socialism. 20% related to the hospitality industry those are generally lower paying positions. when i look at this i am not impressed. i believe that we are seeing the beginning of a potentially significant slow down. does that mean recession? not necessarily. but it is not positive news economically. liz: you are not calling for a recession but you are not jumping up and down about the numbers. >> i'm not separating these numbers at all.

liz: let's move to the other issue, the fed meeting next week and the big expectation we are getting up. the question is march. the initial reaction on the job numbers was negative because they felt it was going to give the fed more reason to not cut in the month of march. what are you expecting longer-term? >> the market reaction was reasonable. markets are pricing at a high probability of a start to the easing cycle. the data today says lower odds of that so a selloff. the markets ahead of where the fed is on that type of thinking. our view is that happens a little later beginning in june. in june it takes a little longer for the data to open the door for the fed to cut but we are talking three months, same direction of travel. liz: i want to switch gears and

talk about something that raised my eyebrows. bitcoin. all of a sudden you get a big move and bitcoin, 40 one thousand up to 43,000, what do you make of it. there's this feeling is that bitcoin is back. >> let's put it this way. i would not be buying into this bitcoin rally now. digital currency is not going anywhere but to me it is entirely too volatile and the way it moves doesn't make sense. it is really unpredictable and the way i look at bitcoin and other digital currencies is like walking into the casino. whatever you bet you better be prepared to lose. if you have access investments you want to play around with, fine but there are better

places to put your money than bitcoin. liz: there is this trend where people are looking for alternative investments whether it is bitcoin or reits or whatever it is. do you think that will continue into the new year? >> i do. you always see investors in certain markets saying that is expensive, i should look other places, there is potential development in the etf space, supporting bitcoin pricing. not really a market that i cover obsessively but investors are always trying to seek out different opportunities. liz: what about you, dan? what opportunities do you see? where would you put your money? >> what getting attention are these weight loss drugs and it is impacting all aspects of how consumers are behaving, from

the way they are buying food and clothing, these household names of ozempic, that is becoming what everyone is talking about. the leaders in this area right now, not a one trick pony, i believe these whether loss drugs could have a significant impact and this is going to be a one hundred billion dollar industry before the end of this decade so that's a place to look for opportunity. liz: those drugs have been game changers for the american association of cardiologists once insurance companies to cover these drugs to treat heart disease and who knows what else is coming down the pike. thanks for being here on set with me. thanks.

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(glass shattering) (loose gravel clanking) liz: president vladimir putin will run for president again in

2024. after holding the office for 24 years. if he wins he will continue to be in power until 2030. this comes as russia's war continues to rage against ukraine. kremlin linked hackers are targeting nato, the united states, and european governments for any intelligence to aid its war efforts in ukraine. the crowd strike cofounder george kurtz, great to have you on the program. let's start with these threats, these cyber attacks against nato and us forces and embassies. >> this is not something that is new. this constantly happens. russia is particularly active in this area and sophisticated as an adversary. they are constantly targeting organizations for technical information gathering.

this has happened and will continue to happen and if we think about where we are in this phase, we've not seen a lot of destructive attacks but information gathering. it is potentially more destructive, we haven't seen anything at this point. liz: i am curious what they are looking for, one of the things from palo alto, targeting battle plans. what they are targeting -- they are targeting he have indifferent embassies from different countries, poland, the united states, they feel we are supporting the ukrainians, they can get their battle plans. that helps the russian army. >> we tracked this closely. and intelligence team that looks like a department of defense, we track this adversary we call embarrassed,

the codename for russia, they continually have and will in the future target the information. if you think of the battlefield, anything that can give them a competitive advantage what is going to unfold, and it is critically important. and into day after day and age, and it is much more stealthy. puts less people at risk. >> carphe was on the program yesterday, listen to what he told us. >> we have no choice, we build it into defense systems our our adversaries will or the near-term risk is we are slow

and sparkly and they catch up in the military to change the world order to surpass us in industry to change the world order, the dangers are real, we have to leave them and run, the only way to control them is to control intellectual, legal, and military battlefield. liz: he's building ai into his systems. are you? >> i serve the company based upon ai. it is not new for crowd strike or something that is fashionable. started with being able to identify threats in 2011-12 using machine learning. the ai has evolved things like generative ai which are pioneering from a security perspective. to his point the united states and companies like this have to leave in this area, adversaries are determined and the speed of these attacks is increased dramatically over the last couple years. the adversaries whether it is

nationstate, cybercrime or activist, so fast and their capabilities of increased dramatically, it's incumbent on us to have ai that is able to prevent these attacks and strike. liz: we are headed into an election in 2024. election security will be on the minds of any. are you preparing for that and what will the challenges be next year? >> it is something, these are not new topics. we've seen this through 2016 and forward. whether that is election interference, deceptive techniques and social media. this is the new reality. this is why cyber is an important industry and government and companies need to put this on their priority list which most are. when we think about election security, nothing is more important than having elections across the world but adversaries know they can

manipulate these elections either directly or indirectly through social media deceptive techniques that we have to be prepared for. as opposed to a decade earlier when it happened under our noses. liz: you are building out a new platform, we are waiting to see that develop. great to have you on the program. come back any time. let's stay on the topic of ai. talking about all week on fox business. the rise of ai is all around us. we will head to the grocery store for a live report on how a smart grocery cart is using ai to make your trip to the market a little easier. taking a look at grocery stocks, albertson, costco, kroger, walmart, slightly lower. we will be right back.

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>> you are trying to get me to find the paper all under the cup. i accept the challenge. the cup to the left. >> nice. liz: this is a small clip of google's a viral video showcasing the gemini ai technology but what you see is

different from what happened to get those ai responses. you watch the ai react to someone playing rock paper scissors it wasn't reacting to the live video. it was reacting to a series of still images. google has clarified saying the video tests gemini's capabilities. ai videos may be misleading, grocery stores are using ai powered shopping carts to speed up your visit and what you see is what you get. madison alworth live in manhattan to show you how this ai powered shopping cart works. >> reporter: the paper cart powered by instant cart, the online grocery delivery company, they are bringing ai tech into the physical store. take a look at different grocery stores they partnered with. they are rolling it out to specific locations, i want to show you how this works. the ai is in these sensors. you pick up and i demand as you

place it into the cart the centers pick it up and add it to your total. you can also way or produce in the cart itself. i will add this tomato here, 4799, that's the product code. when i add it into the cart it will where the tomato right there, tell me the price confirm and it is added. was cool about this is your total is added on the screen. we are talking to customers, what they love about this tech is they have their budget and their total right there before they get to the check out. >> it shows the total as i ago and it attaches, that helps. >> try to keep within your budget and see where you are at any given point, if you need to switch out. >> reporter: if you go over your budget, i will take this bag of potatoes out, remove

from the car to. that's good for the customer on a budget but also helpful for the store because the card knows everything that goes in and out and that helps with the retail strength. >> the cart is using the system to power recognition so all that is, things you are taking out, as you imagine walking through the cookie aisle, other cookies that you haven't bought before or haven't bought in a wild, you start to take the magic of the online experience to the store. >> reporter: you hear about the next stage of ai, the next iteration of this will be i'm logged into the count, it is able to make recommendations as you mentioned about certain things i might like to discover based on my shopping habits. that's next. it is all in the cart and

making it fast and easy and it works, when you come to tech like this, shop at fairway next time you see it, i do recommend it. liz: i keep meaning to send you my list. liz: we've got a fox business alert. levi strauss naming michelle gas as its new president and ceo effective january 29th. she joined levi after four years as ceo at kohl's. she replaces chip berg, set to retire april 26th and will assume the role of senior advisor until november 2024. this is credited with boosting

women's business which accounts for 35% of revenue. lululemon reporting sales rose 6% compared to last year. the athletic apparel maker is succeeding its competitors who saw a 6% decline for the same period. the company state ahead by adding new products to its lines. in october it launched a line of shape where and plan to introduce men's shoes in 2024. looking at honeywell, they announced they are buying a security business for 5 billion. the company attempts to bolster its building automation segment, carrier security business make products like electronic blocks for companies. earlier this year the company had a plan to exit its fire and security and commercial businesses as it looked to streamline its loan portfolio. there is honeywell.

david ellison's guide and media kicking the tires on paramount's according to multiple reports, it is less likely to run into rival media companies such as warner bros. discovery or nbc universal. ellison's company is a key partner for paramount on tom cruise projects including the mission impossible franchise, and the jack reacher film and tv adaptations. share a redstone's people are also talking to others including a possible scenario where sky dance, and a majority stake in paramount's parent company which is national amusement, a lot more on this with charlie gasparino coming up later. labor market remains strong according to today's report but restaurant owner still struggling to climb posts. we are going to ask the ceo of cameron mitchell restaurants.

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liz: the november jobs report was the appetizer to the main course next week, the last fed meeting of the year, 40,000 jobs were added to the leisure and hospitality segment of the economy. according to the latest jobs report the sector came in third after education and health services and government hiring. wages grew 4% annually and zooming into food services,

restaurant wage growth grew 4.9% in october down from the peak of 10.5% growth in december 2021. that's from financial services company square. cameron mitchell joins a me to see if reality is matching these stats. good to see you again. i know you've been expanding and we want to get to that in the vegas markets but have you been hiring? have you had a hard time hiring? >> we have been hiring and hiring is better. what you put on screen, we are back to pre-pandemic levels. we were not super flush but we are back, it is a huge issue, back to normal levels and we opened las vegas, four

restaurants this year, had little trouble hiding all four. vegas in particular, we had 5400 applicants for 180 positions which was stronger. we are pleased with labor and also we see wage growth this year as plus 7% which is better, down from 10.1, the recent past few months around 4% so we've seen that stabilization of labor cost which has been a bear for us to absorb the past few years. liz: you saw that many applicants for such a small number of jobs, not sure what that tells me about the market, if it is just because there's more people than jobs available. that is interesting get.

you see this trend, that pace of growth has slowed down the last four months. does it seem to you with having so many applicants for so few jobs you are able to be more particular in who you hire a? >> we have less open positions. turnover has slowed down and i would say there's probably credit is an issue with smaller independent restaurants. it has been a challenging year for profitability and less restaurant expansion out there which would make sense. liz: what is the biggest challenge for you? is it food cost? materials? real estate?

>> 2023 we experienced higher labor costs, we finished the year 1%, we are down 5% on the year so we are seeing migration lower down the chain, more casual brands. that is understandable. profitability down 5%, certainly interest costs have a big hit to us. all our restaurants are delayed 3 to 6 months which cost us lost revenue and over budget by 10% to 15%. liz: david burke said the same is happening, that delay. ocean prime is a favorite for many of us. you spent $20 million restaurant the new ocean prime. >> we set a record. we got a lot of press.

that helped our african flow. looking at 24, i'm optimistic about 24. oakley interest rates stabilized and we will see some reduction in interest rates, fuel surcharges were all gone. staffing levels are better. we are back to pre-pandemic levels so if we get supply-chain eased up a little bit, i'm optimistic about 24. i would use the term cautiously optimistic. liz: for someone who started out washing dishes it is amazing to talk to you. thanks for being here. >> thank you, happy holidays. liz: investors, the stock is lower by half of 1% but

mcdonald's has had a decent year. it will end the year higher as you can tell on that chart. as you can see there's a little pressure here but major announcements are happening when it comes to investor day on tuesday including this new spinoff brand taking on coffee giants like duncan and -- cosmics, named after mcdonald's mascot from the 80s and 90s, they opened their first location outside chicago where you find kelly, there's a lot of buzz about this new concept. >> reporter: they are calling it beverage exploration. people have been waiting for two hours around me to get up to the four places where you can order in the drive through. we waited for an hour to see these new drinks.

duncan is across the intersection, starbucks a quarter-mile away and they are hoping you will choose cosmics instead of those two with options like the cold brew and the island pick me up punch and two breakfast sandwiches that aren't on the original mcdonald's menu. these people have come from the suburbs surrounding bolingbrook but also far and wide including someone from london. take a listen. >> when i found out mcdonald's were the biggest thing. >> what are we planning to order? >> morris cold brew, two sandwiches and mc pups. >> the cool colors and bright lights and all that. look at the menu. it is good.

>> reporter: the drink he tried was the latter-day, if you are looking to see how much these cost, customizable energy drinks will run you $5.39 and they are touting the importance of how you can add different supplements to these drinks. liz: spiced latte. i will have to try it. i'm curious what that would be about. switching gears, the fallout from the anti-semitism hearing has led to calls for resignations. what is next for the presidents of harvard and mit? are they going? should they go? charlie will break some news on that, dow and s&p hitting fresh

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cheryl: if the president, liz ma gail, is not sent out the door following her disastrous testimony on anti-semitism on college campuses. cue up elise stefanik, you know, charlie gasparino, gonna brick him in. this hearing, i can't wait to talk to you about this, that hearing was infuriating. >> it was disastrous. first of all, we should point out that stevens actually wrote the letter saying either dump her, or i have good grounds to pull it back. i can to a clawback. so it's the not like published reports, this is what it is. cheryl: it's on. >> it's on. i reported over the last couple day cans that major -- days are that major donors are predicting her out by the weekend, magill. and the next one is the other disastrous -- cheryl: harvard.

>> growing calls for her to resign. i think it's going to be -- listen, if you have a stopwatch right now, it's her that's, magill is on the line, and it could be a move by the end of the day, over the weekend. let's get some names out there that i heard that, you know, because they're already are talking about possible replacements. zeke emmanuel -- cheryl: interesting. >> vijay kumar, an economist at u-penn, an interesting pick. john huntsman -- cheryl: no kidding? haven't heard that name in a while. maybe somebody that the actually knows how to run an education program not run, you know, woke ideology -- >> i think it's, listen, even if they do change the person at the top of both of these institutions, leftism and progressivism is so ingrained in the culture in both places that we're not going to see a change overnight.

one of the things that came out of this whole spectacle that we've been seeing between the campus protests for the murder and massacre of jewish people including the rape of jewish women, those protests were celebrating that. cheryl: genocide, calling for genocide. >> yeah. what we've seen out of the sort of idiotic statements of people that run major ivy league institutions not being able to condemn that, it's ec epossed the progressive left for what it is -- exposed. it's this weird ideology. some of it is not that much different than national socialism, to be honest with you. they are obsessed with race to the point that if you're white, you almost deserve -- and considered white and you are killed by an alleged oppressor and raped, you almost have got it coming to you. and i think that ideology is now being exposed. and the country hates it. cheryl: yeah. >> and, by the way, one other thing i will say, you know, bill ackman is threatening to take

money, is trying to get, build up some pressure to get rid of claudine gay at harvard. obviously, mark rowan, the guy from apollo, is looking to do the same with magill, leading that effort. both of these people, and, listen, i'm not -- i have nothing against them and, obviously, what they're doing. but remember, they gave, they've helped raise hundreds of millions of dollars for these institutions. they almost make it sound like this thing happened yesterday, this whole notion of wokeness and political correctness, and, you know, the progressive ideology that the end result is, you know, it's okay to rape jewish women. it's not. it's been building for years. it's been ingrained in the culture. it's part of our campus experience where you degrade western civ to promote whacko ideologies in the classroom. and then they've got professors that believe in this stuff. and the students mimic that. cheryl: and they're also on tiktok, charlie. >> yeah, i know.

cheryl: they're getting their information from tiktok. >> that is one thing to get it from tiktok, it's another thing to get it from the classroom. and the only thing i would say is this, and again, i think mark rowan, people have to ask them, do you feel not that you contributed to this, but the fact that you financed this experience, you know, you did do that. because this didn't happen yesterday. this has been building for years, and you financed institutions that led this. this is going to take a long time to unravel. the just -- i know they want know go to paramount, but let me make this point. the end result, we're seeing it full circle now, this could happen with magill even by the time i'm off the set. cheryl: i thought it was going to happen this afternoon. i'm just waiting for the headline -- >> so let's just get back to paramount. cheryl: yeah, please. paramount. is it mont? cheryl: mount. you say the n -- >> paramont. [laughter] cheryl: two eyal -yard lines --

italians debating. [laughter] just so you know oring we've been reporting for weeks now this thing is basically being shopped and that red bird, a private equity firm run by mr.-- [inaudible] known him for a while, that they're interested with larry e ellison's son. there are reports today about that. that's why you see a big pop in paramount. cheryl: what do you make about the shari redstone angle? >> that he wants to sell it? cheryl: that she's interested as well, doing some kind of facility where she would buy the parent company of paramount? [laughter] >> i don't think she wants to give up totally all control. the problem is that that it's -- what's the market cap, 8 billion? if i don't know, it's got to be a little higher today because the stock is up, like, 14%. but, you know, this thing should not exist alone. the only thing that's preventing it from existing alone is the biden administration's insane ftc chair, that khan, and some of the other -- lenacap, and

some of the other -- lina khan, this thing should be bought, and that's how you value assets when you buy stuff, and it's really hurting the media industry that they keep stifling deals. cheryl: they have great shows, great content. i want to see paraa mount survive. i'm a yellowstone addict. >> oh. i thought you were into "jersey shore:" cheryl: thanks. >> you don't like the situation? cheryl: no. especially after what i've heard about the guy. [laughter] he's got some extracurricular activities that aren't really family-friendly. anyway, gotta go. [laughter] this goes the wrong way, but that usually happens especially on a friday. thank you, shar charlie -- charlie, very much. closing bell's going to ring, we've got about four minutes to go. markets getting strength in the final hour of trade. the major indexes hitting a 2023 high. just a few moments ago what's interesting about the markets right now is, remember, when the jobs report crossed this morning, you had a negative

reaction. you had a 100-point loss in dow futures, and as the day goes on and wety the news and we kind of move on to some other things, these are the markets you've got right now. dow up the the 6 -- 126, nasdaq up by 64. okay, so for the week, all three are up. and we are now on track for the sixth weekly win in a row. that is the s&p 500's longest winning streak since february of 2019. remember all those calls for a recession this year? we're not getting it. all right. since october 27th the s&p has had an impressive gain of more than 11%, but financials have actually outperformed the index. take a look. the financial select -- [audio difficulty] and the round hill, big bank etf, they all have solid gains, and they've all outperformed the s&p. our countdown closer has his financial picks to help boost your portfolio. he's always a great guest. good to see you, ari research

chief investment separatist, sam stovall is. how are ya? >> yeah -- good, cheryl. cheryl: i always value what you bring to the table, and pnc financial, national bank of canada and koh loan frost bank. tell us why you -- can koh loan frost bank. >> we have what we call five-star or best buy, strong buy recommendations on each of these stocks. and, you know, everyone's been talking about the magnificent seven, they've been talking about technology, communications services, consumer discretionary, but sneaking up in the pack, so what you could say with honorable mention, is the financials area. and you just articulated the performances. but each of these banks come in a sub-industry that is above their 10-week as well as 40-week or 50-day and 200-day moving averages, so there's good momentum behind them.

with pnc financial, it still trades as a sub-10 persian -- p if e, it offers a 4.6% dividend yield, and our analyst really likes it because the business model is supported by consistent earnings performance, a large scale company, revenue if diversity as well as limited concentration risk. cheryl: now, cullen frost in familiar, stock is down about 23% year to date. we just showed the chart. it'll cycle back through. so is it because it's just, it's been oversold or why, why cullen frost? >> well, a combination of reasons. it looks very attacktive because it's been oversold -- attractivn here's a company that is also trading at about 10 and a half times next year's earnings, dividend yield of 3.75%. it's growing its loan book, and it looks very attractive to us based on its demographics. 100 of the deposits are actually in the fast growing texas

area -- 1000%. so good earnings prospects, nice dividend yield and also it's just been beaten up so badly. cheryl: andal too, you know, with the financial sectors when interest rates start to come down, you have to wonder how that's going the affect the books. cpi's next week, ppi as well. quick, your expectations. >> i think we're going to see numbers that are equal to or below the prior month, so we're going to continue to feel encouraged by the downward movement in the overall inflation picture. cheryl: all right. sam stovall, it's always great to see you. like the picks. very you unique -- very unique. monday, fran drescher going to be joining liz talking about the actors' strike and the aftermath. that is on monday. that's it for me. next is "can kudlow." ♪ larry: hello, folks, welcome to "kudlow." i'm larry kudlow. all right, hunter biden indicted again, nine new tax charges in