though, right? as long as they can keep paying off congress not to change the rules they don't know. what boggles my mind is i get the fading regard for american institutions but why the 52% of americans have a favorable opinion of the united nations? right now, we have very little confidence that the un can provide aid and less confidence they will be able to enforce a cease-fire in gaza. all they have been talking about this blockbuster lawsuit brought by victims and families of the october 7 attack. the complaint proves to be true, these folks have done serious work, it could spell trouble, perhaps the end of unra, as the result of a crackdown. we're going to stay on this story. it is a critical important story for all humanity. liz claman, over to you. liz: yeah, you know when the united nations says it happened, they have to admit it. it's that obvious and that bad. charles: yeah. liz: that was happening, it's horrifying charles thank you

very much. charles: thank you. liz: folks we'll go with the nasa analogy here. you're witnessing something kind of unusual as we kickoff the final hour of trade. the markets spacecraft is trying to climb higher into orbit by shedding its most powerful boost er rocket of late. yes, we're talking about the s&p versus nvidia. the broader index in the green for most of the session going slightly negative right now, but it's separating from the a.i. chip giant which is now in correction territory. nvidia down 5 and one-third percent up until last week, nvidia zoomed so high it was 100 % higher than its 200-day moving average. that's a key trading trend indicator but over the past three sessions, investors may be alarmed by portfolio concentration in the mega tech have brought out the machete chopping off the stock price, you can see over the past three sessions that big step down over the past week down about 9% but down 12%- plus over the past couple of

sessions. let's go to the dow right now because the dow is kind of firing on all engines. the blue chips are adding another 290 points to last weeks 543 point gain. notable among the blue chips is ibm, one of the leaders on the dow gaining 1.8%, goldman sachs initiating coverage with a buy rating and a $200 price target saying ibm has modernized its services and its a.i. offerings are starting to pay dividends. ibm at 175 and change. investors are loving the headlines coming out out of chevron, the stock is up two and one-third percent after the second quarter buybacks in the 2.5 to $3 billion range and walmart. walmart is sprinting to an all- time high on news its expanding its push into health and wellness by offering free hi v screenings to wall walmart pharmacies in colorado and virginia. bell billionaire entrepreneur knows all of walmart two years

after he founded jet.com abdomen sold it to walmart for $3.3 billion. then after leading walmart's e-commerce division to stellar sales now he's cooking up a new super app called ander wonder. he's here in a fox business exclusive you get to see for yourself live from mark laurie. in the meantime we've got the nasdaq in the red although earlier the nasdaq had been up about 40 points and now it is down at the moment by four and one-third percent. sorry that's marvel. let me just check on the nasdaq at the moment. we've got the nasdaq down about 105 points, under two-thirds of a percent. okay, so as nvidia drags down the big chip names with it including marvel and qualcomm, we should also mention there's major data out this week. the fun begins tuesday when we get consumer confidence and then thursday, final first quarter gdp and we also get durable goods. that be durable goods for the month of may and then friday, the big kahoona may core

pce, personal consumption expenditure is the fed's favorite inflation gauge. so many areas investors need to watch so let's bring in two of wall street's most seasoned investors, they are on the set together i'm amazed they haven't broken out in a fist fight right now because that's what you guys do. kenny polcari and sarge guilfoyle. sarge, you sold some nvidia today, right? >> yeah, i took about a third of my exposure off. when it got back to 120 it's not far from now i figured it was time to take off a little bit. it could go as low as the high 90s, not that it will but it could so why play with the fire, okay? so i still have two-thirds of the trade on. i took a third of the trade-off. liz: it's interesting, kenny, to see the market is somewhat separating from that booster rocket. >> but i don't think anyone should be so surprised its gone straight up and look, the line has been really incredible, in in fact how straight its gone up so i actually think this is an opportunity. now unlike sarge whose more of a

trader i'm more of a long-term investor. i did not sell nvidia. in fact i'd look for the weakness to put more money to work because i don't think for me the thesis has not changed. would i like to see a pullback? sure. it's up 140% on the year. >> but it could go down 10%. >> of course it could but if you bought it a week ago you're not so happy because you bought it at the high but if you owned it for a while it's not the end of the world by any stretch. liz: and by the way the s&p is just 22 points away from another record high, so that said, sarge , we have market complacency at very very low levels. it's very high levels i guess you could say. the vix is barely 13, and then on top of it, you have the record highs for the nasdaq, the s&p, not too far from those , and does that make you start to think that i've got to move things around a bit more quickly? >> in the short-term trading side of what i do, yes.

last monday, a week ago, we got a buy signal on equal weight s&p 500. its been up every single day. on thursday, we got the sell signal, an equivalent for the headline s&p 500. its been down every single day since then, so yes, there is a rotation going on right now. i do think longer term, like kenny said, you do want to stick with the a.i. trade. palantier is my favorite name in the uni- verse so i am long going forward. >> but i also think that you have to understand too we're into the final week of the second quarter so there's going to be lots of window dressing and reallocation and so i think that's part of what you're seeing in what's happening in nvidia that people are taking profits, asset managers taking profits locking in some significant gains, and then reallocating some of that money. liz: well sure. second half, let's spin it forward. do we see the dog days of july, kenny, in the second half or do we have to wait until august? >> i think we wait until august july will be interesting because it's the start of the third quarter. i think we're going to see some

rumblings in the market. i fully expect and i'd like to actually see us shake the branch es a little bit and see what comes out but then i think typical august we'll end up being the dog days of the late summer and then we'll come into what's typically another volatile time of the year so september and october. liz: i know the narrative has been oh, it's only the magnificent five or seven that are doing incredibly well but we started digging up more than 100 names in the s&p that have actually far outpaced the s&p and they are almost groupings. like there are a bunch of electricity companies and electrical generation companies. among them, vistra corporation up 129% year-to-date. constellation energy up 85%. nrg up 59%. you've got first solar up 55% and then two aerospace names, ge and halmet aerospace. >> nobody is even talking about those names. liz: we are. >> but all you hear is nvidia, nvidia, neil: it's like it's the

only name out there. >> and i am playing energy, to the upside right now. >> energy and utilities. >> i do believe there will be a commodities trade in the fourth quarter and etf trade in the forth quarter. growth is going to slow. we're going to get a dis inflationary signal out out of cpi in august. liz: not this friday? >> no. this ones already factored in. liz: okay. >> but august is when i see something going on which could poke the fed for september which be an accident in front of the election. stagflation is the theme of the fourth quarter and i think we're going to have a rough economy. it could produce really dynamic winners in the a.i. space but not much elsewhere through a q4 and q1. liz: people said that about some consumer names but chipotle and decker's outdoors are on this list of s&p companies that have blasted through the s&p sealing. >> right and so you have, you really have to look. now while i think we're going to have a little bit of a rough time going into july and august i'm not nearly as negative in

terms of stagflation towards the end of the year and i don't think the fed will cut five weeks before the election. i don't see how they could possibly, if they cut five weeks before the election they have to come out convince everybody why it was necessary five weeks to cut it. >> they aren't independent if they do that, clearly not so i don't think it's going to happen ... liz: all right, what are the trades you're eager to make? what are the buys you're dying to make? sarge? >> gold, silver, electricity through the utilities. like i said the commodities-based trade is the trade for the second half of the year. liz: let me drill down on palantier which of course has done a lot of government work but expanding exponentially into the consumer world. they have all kinds of big data deals with the cleveland clinic and different health clinics and businesses, right? but it's still pretty rich. 74 pe? >> it's rich which means something is off.

maybe they are pricing in future margin is what i'm hoping. underneath the operating cash flow, free cash flow and the balance sheet are as strong as any firm i have ever seen for a company that size. >> right and its been a very interesting name, palantier, over this last year. lots of people are talking about it and its acted very well i think so it's a very interesting space. liz: are you still in the short-term treasury? >> so listen short-term treasuries you have to have a place especially if you're thinking -- liz: still yielding 5%. >> absolutely, and it is some of your money, but if you're expecting to be july to be antsy , then it make sense to be patient and keep money in the short-term treasuries though >> i second that. liz: i don't think i could ever have a slumber party with you guys because your energy, you'd be up all night. >> we worked in the right place most of our lives. liz: [laughter] kenny, sarge, great to have you both. all ready, dow jones industrials up 297 points. look out, dow component american express is an amex killer

emerging? the ramp business card is always disrupting the corporate card game by offering a suite of benefits beyond what traditional ones offer. ramp's ceo joins us next on how he's working to swipe aside the business card with two secret weapons. venture capitalist and peter thi el. the i-pay etf is a basket of mobile payment stocks ringing up gains of 13% over the past year. the "clayman countdown" is just getting started and later on, ma rc lore, you've got to hear from him, you're coming right back.

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liz: all right, folks we've got just six days left in the first half of 2024 and fintech start- ups are hoping that vc

funding kind of stingy this year comes roar ing back to live. s&p global says in the first quarter just 529 fintech fundraising founds were held globally down 18%, annually. the total amount reached $6.5 billion, down 26% year-over-year but when you look at it quarter-to-quarter funding was flat and deal counts started to grow 13% and this current quarter is expected to ramp up, which brings us to corporate card and spend management start- up ramp. one of the lucky few which closed a $150 million seer series d funding round which values it at $7.65 billion. among the biggest investors, coastal ventures the vc fund of an early investor in open a.i. and paypal mafia member peter th iel, famed for early investments in everything from facebook to airbnb and spotify.

what attracted them to this? joining us now in a fox business exclusive ramp co-founder and ceo eric glyman. i know what it was. this word "disrupt" was over- used. you are simplifying versus disrupting the process of corporate credit cards. tell us how. >> for sure, liz and first of all thank you for welcoming me back and ultimately what we're trying to do, ramp is a command and control system for company finances from one single place companies can issue cards, make payments of all times, manage approvals and even automated accounting and what's so much simpler as you point out is rather than if you want to buy one thing, log into your card, log into your expense management system, tap the card, we'll pull the data and do the accounting and it's done so the up-shot is not only is it fewer tools but the average companies able to cut their expenses by 5% per year and that's simple. liz: when you started this business a long time ago, not really just a few years ago, you had a couple of companies. now you have 25,000 corporate, i

guess partners, who are using your service. who are some of the big ones and what do they say they need from you? >> absolutely. so today, ramp processes about 1 % of all corporate and small business card spending in america. this will range from non-profits like the boys and girl's club of america. liz: you've got them? >> we do. we serve a number of chapters both the national organization. we serve virgin voyages to publicly traded companies like shopify over 100 of these organizations and really they are looking for simplicity and automation. the constraint for most american business owners is time. unemployment is near-lows, it's very hard to find skilled and capable labor and rather than having employees spend an hour or two at the end of every month adding receipts closing the expenses we can automate that for use so these people are out selling, closing deals, running the company. liz: your rivals love the corporate customer because there's this perception that a, they mostly pay on time i believe and they pay higher fees

you're turning around saying no, i'm going to save you money. so whose nervous? i would imagine american express >> you know, they've been around since the year 1850. there haven't been a lot of disruptions in the category and for us a lot of our approach frankly is not just in venting nor elaborate and rewards points programs but investing in great software. you pointed out that peter thiel , the number of technology investors, are very excited about this because we're using the funds that customers are ultimately to not only pay them. we pay industry-leading cash back, help drive savings but we're investing in great software so you don't need to go buy bill.com, go buy software sources and so for business owners it's simpler tools, you can save and it's easier to run your business so that's what makes i think all these folks a little bit nervous. liz: theater thiel is one of the smartest in ventura capital

business but peter thiel was your first institutional investor. were you nervous when you were pitching him and what was it that you said that you really feel he looked at and seized upon and said, i'm investing in this company. >> i think, you know, peter strzok a brilliant person and when you speak with him you try to use as few words and get as to the point as possible. for us it as a simple insight. business owners want to spend less on their business expenses, not more. every card company is incentiv izing people, spend more money, earn more points, get more lounge access. we believe business owners, finance teams want to spend less money and time and that was enough. liz: how many dollars are you saving the average business who may already be using another company? i mean, there are rivals, obviously. they're all over the place. it's called spend management. it's almost sort of baby sector out there. >> yeah, you know, it's added up to quite a bit in the five- plus years we've been in business we've saved companies over $1 billion in

automated over 10 million hours of labor. that's several thousand years now of human labor that could have been doing expense reports. liz: i'm hearing a.i. >> yes there's quite a bit of that and we can talk about that as well but for us the average business owner can expect to cut card expenses by 5% per year. for some it's in the millions into tens of millions per dollars. for some it's a few $10,000 here and there which goes a really long way as years go on. it's quite substantial. liz: well sure, there's a story of a restaurant that was basically, they were hacked. they fell into a trick and they lost $40,000 and they had to temporarily close here in new york. 40,000, if you can save somebody that kind of money, that's a business life saver is it not? >> well it feels like restaurant actually is a few blocks away from where i live. liz: you know what i'm talking about? >> i do, gotham restaurant. liz: it was very upsetting. >> you're exactly right.

5% doesn't sound like a lot but when you think about the average margin of businesses an extra percent or two can mean the difference between keeping someone's staff, being able to make payroll or not so we feel a lot of importance. liz: the name of ramp is not just the card service and by the way you're partnering with visa, but you're ramping up to travel. >> yes. liz: expenses and things like that. how is that going to work? you have a partnership with priceline. >> yes thanks for highlighting that. we just launched a few weeks ago the partnership we're not excited about with priceline, a leader in providing low cost travel rates across flights and hotels so now all ramp members free of charge can book flights, hotels wherever they want. their expense policies are integrated into the flights and hotels shown. we suggest lower cost rates for employees to book and if people want to choose better rates employees can share in the savings so we think this will deepen our ability to drive savings for customers. liz: before we go, how quickly can you cutoff an employee's card if you're a manager using your service because sometimes, people do something wrong.

chop them up. how quickly? >> it's milliseconds. from one place and it's a good point, liz. with most cards, all you can do is turn off the card entirely. you have little control. with ramp you can say this card doesn't work at that vendor. done. on this specific card or only want this card to work at this vendor. so so much more control. liz: i'm sure each win of a customer that you pull away from another spend management business is like you're high- fiving each other. we continue to watch you grow. you going public soon? when you do you come here. >> thank you so much for having me. we be thrilled to come back any time. liz: eric glyman of ramp thank you very much. fintech news actually all over the markets today, investors are backing up the truck on a firm. we're going to tell you why the buy now pay later stock is popping today. interesting news there. buy now pay later customers love using the platform to buy up apparel and the latest purses including bags by designer rebecca minkoff. one of the hottest in the mid-

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let our expertise round out yours. liz: fox business alert. we need to look at affirm. the stock is snapping a six-day losing streak after goldman sachs analyst will nance book over the coverage of the buy now pay later firm and he up grated goldman from buy to neutral and raised the price target from 21 to $42 and affirm jumping to $33 and change. the firm is a leader in the modern credit space, and rates rival block a buy and also has paypal but at a neutral. a newly-discovered use for eli lilly's weight loss drug zep

bound is going to the bottom of the s&p 500. shares of resmed down about 11.7 % and they are the makers of cpap machines which help treat sleep apnea so they are falling after eli lilly said its weight loss drug reduced or resolved sleep apnea events up to 52% of obese patients taking zepbound. inspire medical also taking a hit, that's infospace i think. okay, but it's taking a hit. they make basically an implant for sleep apnea, as for eli lilly it's up 1%. cinemark hitting a 52 week high up 5.5% after roth mkm upgraded from buy to neutral, meaningful box office improvement. it also raised its price target to $26 from $19 a share. it's at $20.55 a share. and inside out two also showing meaningful box office improvement. according to studio estimates

the pixar sequal collected a record $100 million in us ticket sales in its second weekend and is predicted to blow through the $1 billion mark in about a week. that be the first film since barbie to do so. pixar is owned by disney. disney is down just a quarter of a percent but up about 12% year-to-date. thousands of food vendors are gathered just a few blocks away from fox business headquarters at the largest specialty food event in the country. up next, we're going to take you live to the floor for a peak at the gasdtronomic delights on display and look what they will cost you and marc lore the entrepreneur behind jet.com joins us in a fox business exclusive with a new food partner, michael lippold, it's a business exclusive tackling the food delivery business with wonder. marc's super app and if you're

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created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ ♪ [thunder rumbles] ♪ ♪ liz: thousands of food companies and small businesses right now are coalescing at the javitz center in new york city for the largest specialty food event it the country. the summer fancy food show is what it's called more than 2,300 exhibitors are attending from 56 different countries with the goal of getting their products on store shelves and into your homes, but in order to do that, it is going to cost them. according to the us department of agriculture, food production costs are estimated to increase 3.8% this year alone. madison alworth is live at the javitz center. madison, two things, one how are companies dealing with rising production costs and secondly, what the are the good foods and

cool things you're seeing there? reporter: liz, there has been so much good food. this is like a playground for your foodies, so i've been enjoying myself but everyone i talk to they are facing the same issues. production costs still a problem everything is up. everything from containers to shipping. they are dealing with it across-the-board so i want to bring you a small business owner , angelie makes delicious c hai i was able to try you're just starting to gain traction. what are you doing when it comes to cost and to raising money or getting that capital? >> it's really tough. i'm ready to put the gas on this , i'm just using whatever debt i have access to and now, i've got some bigger accounts like joe coffee company and cafe grumpy that have my chai on their menus so i hope as i get more and more accounts i can scale the products and get saving that way. reporter: thank you so much so yeah that's the reality is

sometimes you have to bootstrap, take on that debt with the hope your product takes off and gets in the stores but the cost is for everyone. i want to bring you this graphic 22% increase in costs when it comes to food away from home so the reality is the buyers, the consumers, us, we're choosing to eat at home. we want those better options we can get at-home as well. not just chai, but also our food so two big things i've seen at the show, liz. healthy and high-end artisinal. we have healthy here, so you have your prototype teen balls. why did you decide to create this product? >> i had breast cancer and i needed to have a clean snack when i was done with surgery and treatment and i needed to be cleaner and greener, and my husband scott created the peanut butter protein ball, refrigerated, fresh. reporter: when it comes to the product what are you hearing from customers because we're all aware of protein products.

you'd think there's an appetite there. it seems like a congested corner of the market? >> absolutely but my nutritioni st told me you can't have anymore protein bars because they have soy, sugars, preservatives so our products are plant-based, non-bgmo, and they taste great which is a big difference. customers want that. reporter: of course if you're going to eat it and reach for it again it needs to taste good. what are the biggest headwinds you're facing when it comes to financing, whether it's actually making these or gaining capital to expand the business. >> absolutely. ingredient prices are rising. our protein prices are up but we're looking at an alternate form of protein. we don't want to pass the costs on to our customer and right now we're fundraising and it's going great but it's getting harder for people to want to invest right now but we're getting right there. reporter: all right well thank you so much. i really appreciate it. >> thank you so much. liz: liz, the takeaways when it comes to food that ends up on

your shelves in a couple weeks or months it's these healthy foods all over. these are across the aisle and the high-end specialty. so forget just regular kosher salt. i've seen salt from all over the world at the show, olive oil , all of that. it's really in right now when it comes to cooking. liz: i'm sure they have like him alayan salt but if you see any artisinal chocolate i'll be a taste tester. madison thank you very much. two companies already cultivating the future of the c ulinary industry. wonder and fresh realm, try to wrap my mind around this , a 20- year exclusive partnership earlier this month. food manufacturer fresh realm will produce meal kits for kill start-up wonder. the partnership will fuel wonder 's retail expansion plans to open 90 new locations by the end of next year, and whose the customer? they say all of you. joining me now in a fox business exclusive the wonder founder and ceo marc lore and fresh realm

founder and ceo michael lippold. 20 years, marriages don't last 20 years. this is a big partnership. first explain to our viewers, who are also very motivated investors, what wonder actually does, because to me it looks like a super-food app that offer s so many different things, but also and don't smack me down for this but almost a guy aunt gigantic coast kitchen. >> it's difficult to elf plain. everyone is sam ill with chipotle and we basically created 30 different fast casual restaurant chains across every vertical, including fast casual mexican and salad and greek food and we've managed to cook all 30 restaurants in a single 2,800 square foot kitchen with only two pieces of electric cooking equipment, no stove, no gas, no flames, no chefs in there, so we've basically created and turned the kitchen into more of

a micro fulfillment center from my e-commerce days and we're able to cook really high-quality food really fast with very light labor, unlocking unprecedented volume per square foot so we've opened 12 locations, doing about 5 million per-location growing every month and we also own the delivery, so we're completely vertically integrated so we built the tech in the kitchen, own the delivery, do all the cooking and we're able to allow customers to order from all 30 restaurants in a single checkout, in a single delivery. liz: what restaurants? >> under 30 minutes. we're talking bobby flay steak, jose andreas, mark murphy, so great chefs restaurants as well as more fast casual like tas barbecue. liz: so they're lending you the recipe? like if i want that yard bird which is the most amazing thing if you're ever at marcus samuel sons, i had my birthday because i love it so much, i can get that from you? >> yeah, so we buy the

worldwide rights to the recipes and name, we own it and we're able to put it on one singular tech platform. that's really the power of the model and we're seeing under 30 minute order-to-eat time, it's faster, hotter, more accurate that typical delivery, 50% of orders pick up so it looks like a fast casual restaurant. you can sit down so think of it as the next generation fast casual. it's just done 30 different chains and get them all in one location. liz: michael? how did you two come together and what is the idea that you looked at and said fine, i'll do this for 20 years. it's a big commitment. >> absolutely. first maybe just a little background. so we're pioneering food as a service business. we are revolutionizing the entire food system and our job in this relationship and our other businesses is to enable growth of the biggest food innovators in the country. we do this through back-end solution that is a comprehensive set of infrastructure and services that allow people like

marc and wonder to grow fast, do it at lower costs without the capex and there's a lot that is happening in our food system today, but one thing that's happening is we all know we need to eat a lot more fresh food and the reality with that is most of our food in this country is processed food, and our system in this country just is not built with the right solution, infrastructure, and services. liz: so it's healthier. >> healthier, absolutely. so i've followed marc for a long time from afar, and our infrastructure has over $1 billion of imp already in place so he's able to plug into our existing infrastructure, eliminates all of his capex. we lower his cost and ultimately we give him the confidence to grow and scale in the way he plans. liz: so you've got 12 of these food halls mostly in the new york city area but also pennsylvania correct? >> one in pennsylvania and some in new jersey. liz: when i walk in, we can show

what people see here on the screen, but how when you're getting 30 orders for bobby flay steak but also the yard bird, but also jose and reas's special whatever it is , how do you make that all work with just two pieces of equipment? >> yeah, and also it's just one person could cook food for all 30 restaurants the way the thing is structured on low peak volume hours, so it is a commoditized system of cooking on the back end. we can cook a perfect steak to your temperature in six minutes, pasta in four and a half minutes , and we can cook a pizza in 88 seconds, salmon, barbecue, so we've spent hundreds of millions of dollars over the last five years to engineer the food to be able to cook. liz: now you're going to ramp up big time. >> yes. liz: after july 7? >> after the july 4 weekend. liz: after july 4 weekend you're going to attempt, the two of you

, to open one of these awake for 75 weeks? >> 78 weeks, yes. liz: this is, i mean -- >> all in the tri-state area. liz: how does this work? >> yeah, we have internal construction people. a great team, and we've already got a think 15 under construction already so it's just a matter of getting ahead of it. liz: michael, your particular role in all of this will be to actually create the food, make it? >> we will support 100% of their back end operations, so think of supply chain management , production, yes, we'll be handling it and making it, handling their commercialization of the project , we'll do the truck logistics to making sure it gets to the store and how will we do that? they are plugging into infrastructure that we already have. we have over $1 billion of infrastructure that exists today we have the systems and services that already exist to be able to do this right now. >> we really see , michael, though in freshrealm not as a typical food manufacturer. they are cutting-edge and their

food as a service, that's the way we think about it. they are able to flex up and down and it's very, you know, be spoke. liz: before we go he's from minnesota. you're from new york. blame him, because he told me he's from minnesota, so i'm forced to ask you. am i going to have floor seats at the minnesota timberwolves courtesy of you and a-rod? >> sure, come out to minnesota. we'll get you on the floor. liz: you've got the team? >> [laughter] not yet, but we will. liz: believe it. okay. all right, well, i'm happy to come root for the timberwolves unless they are playing against the cleveland cavaliers. great to have you both thank you so much good luck with wonder and the partnership. >> thank you. liz: bitcoin is seeing major out flows on the session even as former president donald trump sees an uptick in crypto donations to his campaign , and it's not just from the winklevoss brothers. charlie breaks the latest on the crypto president next on the "clayman countdown." the dow is increasing its gains here up 308 points, nasdaq down

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♪. liz: former president donald trump gaining further support from the crypto industry last week with a two million dollar donation in bitcoin from

cameron and tyler winkelvoss, the billionaire founders of the gemini crypto exchange. the donation appears to be the largest using cryptocurrency to date as new data show only $60,000 of independent crypto donations have flowed to the trump campaign since it began accepting crypto in may. now right now, charlie, we've got bitcoin below $60,000. it had been at 73,000 over the past couple weeks. none of this helping crypto at the moment but that's the way of crypto. that is genetics, right? >> you know, what was it after sbf blew up, do you remember? liz: no. it was probably 30. >> below. i remember 18 at one point. during the crypto winter, this is hard this is a very volatile product, if you go there remember big swings and everything else. the political question is what is interesting to me and whether

crypto will be a viable political force in the 2024 -- liz: not a vial political force. >> some people would say vial. i wouldn't. i, my, some of my best friends own crypto. but here's the thing, trump is clearly targeting the crypto industry for votes, trying to mine it, get it, mine it for votes get it? get it, mine it for votes? liz: get it, get it. >> he is clearly targeting them. apparently one issue voters. john deaton running against elizabeth warren for the massachusetts senate seat. he is a crypto enthusiasts. he made his name as a class action lawyer and crypto enthusiasts. there is political heft here. not showing up in the fund-raising numbers. winkelvosss drew, gave him two million, ran up against limits, is it got cut down to $1.5 million, nice chunk of

change. if you look at the other stuff he raised from the crypto industry, so far only like 60 grand. this is not turning out to be, you know, very fruitful mining at least for money. who knows about votes. if you're not getting a lot of money from these one issue voters then maybe there is not a lot of one issue voters out there. liz: what is valuable, donations or the actual vote? >> seems to me -- liz: might be getting the votes. >> or maybe there isn't that type of viable, maybe this is not a viable split constituency. ellie, my producer, she is crypto queen, she knows everything about this. apparently two places that the numbers are not in yet. gemini wallets and coinbase. we don't know the amount of money coming from them yet. we will know that by the end of the month apparently. liz: there is also the pac, fair shake, it is a super-pac which

has a lot of money within it. they are one of the top three with the most money. >> do they have a lot of crypto? liz: guess what, crypto, what was it, brad, 16,000? 16,000 and change back when sam bankman-fried -- >> that's what i'm saying. liz: now it is not. >> i'm just looking at these numbers, i know the trump campaign thinks there is a lot of heft here, there is a lot of room to roll. these numbers don't suggest that crypto is the, you can mine crypto, get it, mine -- liz: no i don't get it. >> for as many votes you think. that's what the numbers are saying. it is difficult mining, get it? liz: tomorrow we get carnival earnings before the bell and we're going to dissect those results with carnival ceo josh weinstein right here on "the claman countdown" 3:00 p.m. eastern. the whole cruising industry what is the status of it right now. the earnings parade does not

stop there. fedex, general mills, micron, walgreens and nike all report quarterly result this is week. they are the last of the quarter. our countdown closer says earnings growth in the current quarter is the name of the game for this stock market right now. joining us is the cio of land berg bennett private wealth management, michael lancz berg. we know the federal reserve is holding its fire. it remains paused. that is what the market indicates. which names from three different areas, if you could, could you tell us who will hit it out of the ballpark when it comes to earnings? >> certain sectors we continue to like. tj maxx, we continue to like that name. higher earners are moving down a bit taking advantage of that treasure hunt where you go to home goods or marshals to find something. they are doing well as they get

more customers. we think that is a name we like because they will do well regardless of the economy. stryker, they do hip and knee replacements. they are a beneficiary of the weight loss drugs. a lot of folks that can use knee and hip replacements can't get them because they're not physically well to do that. you lose some weight, get a surgery you desperately need. longer life is another good thing for them. it is a good scenario. liz: talk about trade desk. this is somewhat volatile stock. it has done well year-over-year. what worries some people its valuation is rather rich. trailing pe 242, forward p-e 160. you still like it? this is programmatic trading advertising company. >> this is market, bigger market. in a go-to place, signed a deal

with netflix recently. an amazon deal is probably in the offing. they're the one to go to. it is a little expensive the fact we're looking at earnings. we think it will prointo that valuation. we that i is attractive. liz: we look at a market pretty attractive if you're in the brew chips, not necessarily heavy tech. michael, thanks for joining us. blue-chips gaining 260 points. adding to last week's 540 point gain for the dow jones industrials but a little bit of weakness for the nasdaq today and weakness for nvidia, that's for sure, down about 6 1/2%, getting close to the low much session. [closing bell rings] there is the bell. tomorrow as we mentioned carnival ceo, and will nair john paul dejoria. you have to listen to the billionaires, especially the self-made ones. that will do it for us. larry: hello