hi, everybody. and welcome to "power lunch. alongside kelly evans, i'm tyler mathisen a big announcement from ford ford spending $3.5 million on a battery plant. the company's ceo about to join us for an exclusive interview. >> plus, we are crowning a stock draft champion, and the winner, guys, is winning in everything ryan reynolds. thanks to his selection of netflix, he cruised to a victory. ford, by the way, was his other

stock. a lot of symbiotic this hour he will join us to collect the trophy and take a victory lap. first let's get a check on the markets. we're basically at session highs. the dow is up 360 points right now. the nasdaq up 1.6%. >> let's head to the nasdaq now and check in with christina for a look at the day's movers. >> all three indexes like you mentioned bouncing back from last week's losses with the nasdaq up for highs today. we will mention the two-year which follows tightly with the fed's fund rate at 4.5%. investors are buying into the softer cpi print which could revive this equity rally that we saw at the start of the year if jay powell brushed off any signs of easing monetary policy. so we're only a month and a half into the year and tesla, warner brothers, align technologies are all up over 50%, the biggest

winners on the s&p 500 year to date tesla is down 1.5%, but that could be profit taking microsoft, the top contributor to the dow, up over, what is it, 3.4% right now that means its market cap is over $2 trillion again and then we've got the biggest winner on the nasdaq illumina recouping losses from disappointing losses last week this company is likely to generate the largest alpha, in other words out performance. go canada for ryan remember nan -- reynolds. investors will be watching key economic data, including the consumer price index, inflation measure out tomorrow on top of earnings with a consumer focus here here now with more on what to expect and important names to watch, stephanie link, chief investment strategist and portfolio manager at hightower as well as a cnbc contributor.

welcome. we have on the one hand economic data coming out. inflation numbers and so forth on the other hand, we have earnings coming out. and the two, you know, they could be at war with each other. one will obviously the inflation numbers will affect interest rates. the other is a real engine of stock price gains. talk us through it >> yeah. it's going to be a really busy week with both factors, as you mentioned, tyler obviously everybody is talking about the cpi number and the headline being 6.2%, core at 5.5. what's going to be more important in the cpi is the breakdown between goods and services goods we know we are seeing disinflation in goods and services i think it will remain very strong. and, of course, the services component is 73% of core cpi so it's a much bigger factor when you look through the details. of course, we also get ppi we also get retail sales, industrial production, housing

data so it is a really busy week. i think that will set the tone then we have to focus on earnings because basically that's more important in terms of how stocks, individual stocks move and react. >> what are you looking for in earnings this year are we in a kind of -- not an earnings recession, but maybe so >> yeah. i mean, i think expectations are flat up 2% i actually think the numbers are too low, to be honest with you i'm not saying we will grow double digits. number one, i think the supply chains actually get fixed, right? i think inflation is coming down in certain pockets, especially on the commodity side. companies have pricing power to offset the higher inflation. and i think also what's not really taken into account is the weak dollar. the dollar is down 10% from its high we know u.s. multinational companies have really been struggling with this so that will go from a head wind to a tailwind. look, the first half will be

tough for this year, but i do think the second half will see a pickup. >> interesting on that note, earnings this week, we have lam, deer, i think you like all these companies what do you think is the most important barometer? >> well, i think they all have important pieces to them, right? so applied materials i watch because, yes, i own lam research it is three turns higher but these guys will hang in there pretty well because foundry and logic is about 70% of total revenue that's held up better than expected as compared to memory, which is one of the reasons why lam is logging on applied materials. we'll hear more about equipment spend because that's what these stocks react to. i don't think it will be good. but if the stocks actually rally on the news, then you know a lot of bad news is already priced in deere, the biggest question is precision add farming. it is technology implemented

into farming that has implications for recurring revenues to see an increase in recurring revenues i want to get a sense as to where we are in the north america ad cycle it is more elongated because of this technology component. i expect a good quarter on friday there yes, it is a personal favorite, but one dog, three cats. i think animal health, the total adjustment market is $43 billion. it will grow 10% for the next decade so i like what i see there and what's important is actually i think their organic growth is being held back because of the supply constraints as well so as that eases, i think come pan son animal can grow double digits the only problem is it is a little expensive on an evaluation basis, but i do like it in the long term. >> sure. this goes back to what we were saying in the past about this confusing market we're wondering if we're in an earnings recession we're wondering, hot and cold,

we're wondering where we're going with the terminal right here what analogies would you draw from this year to the recent cycles we've been through, if any. >> oh, my gosh this year is really hard last year was really hard. you have so many cross kinds as i mentioned earlier, we have so much data coming out this week we know manufacturing is probably in a recession. interestingly enough, we're not hearing from it from companies and we have housing. on the flip side, you have strong jobs, right that's really fuelling the fire and the engine for the economy a lot of cross current i think it is a good idea to be a stock picker and focus on fundamentals and that's why i brought to you three names i'm focussing on. >> 1,000%. stephanie, thanks. let's turn to the skies now, quickly becoming a danger zone for any unidentified flying objects as they should be. the u.s. shooting down four such

objects in nine days eamon is here with the latest and to discuss what do we know at this hour >> we just finished a press briefing at the white house unlike any press briefing i have ever seen at the white house the white house press secretary began by saying there is no indication of any alien or extra ter t involvement. then we saw john kirby explain that the united states still does not know what the three objects were it shot down over the weekend. remember, there has been four shootdowns beginning with that chinese surveillance balloon that one the united states is confident they know what it was. these other three, though, are ufos, unidentified flying objects. they simply don't know what they were, what they were doing, who sent them and for what purpose so at this point, there is a mystery here and the white house is saying that it shot them down for

security reasons, because they could get in the same at constitute level where we have commercial flight and that might present a safety risk. so the white house saying they had to shoot those down. but at this point they say they have not recovered the wreckage, so they don't know what it is they shot. a real conundrum here. >> what does your spidey sense tell you, eamon. one of the things i have been thinking about over the weekend was were these ufos, have they been a lot more prevalent than we have been told about either because we weren't looking for them and are now or because they weren't spotted or because we just -- the government didn't bother to tell us they were there? >> i think it might be each of those. you got that sense listening to kirby at the white house talking about how the pentagon has changed the settings on its radar to now look more carefully for these smaller, more slower

moving objects he said there could be a lot of reasons why objects could be at that altitude for all sorts of legitimate reasons you could think about photography, weather, scientific analysis, all kinds of reasons why somebody could be flying an object at that altitude. but i think it also plays into this larger phenomenal of unidentified aerial phenomenal as the pentagon calls them we just had a report from the director of national intelligence in january, the second such report saying there are 171 cases of simply unidentified where american pilots have seen objections flying in the skies and don't know what they are so it is clear that something is going on up there that the united states government doesn't fully understand what this is just about everybody's guess right now. >> fascinating really interesting thank you. >> you bet. all righty, folks. coming up, the public markets have been kind to ai stocks this year anything with those two letters

soaring. how about in the private markets? we'll talk about the pitches he's hearing and how we can separate the real even know vae tors from those just trying to get in on the latest buzz word. plus, we are about to speak to the ceo of ford, investing $3.5 billion in a battery anplt. tim farley coming up on "power lunch. stay with us oh, i can tell business is going through the “woof”. but seriously we need a reliable way to help keep everyone connected from wherever we go. well at at&t we'll help you find the right wireless plan for you. so, you can stay connected to all your drivers and stores on america's most reliable 5g network. that sounds just paw-fect. terrier-iffic i labra-dore you round of a-paws at&t 5g is fast, reliable and secure for your business. all across the country, people are working hard to build a better future. so we're hard at work, helping them achieve financial freedom. we're providing greater access to investing,

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welcome back to "power lunch. the ai hype is taking off this

month. up 17% so far this year. and our next guest also seeing an influx of ai pitches on the startup side adrian mendoza is the founder of mendoza ventures they're an early growth stage venture fund with a heavy focus on ai. >> we started investing in ai in late 2015/2016 funny enough, this is the second time we have seen this ai hype cycle because we have seen trends happen. they die out, and really what's happened is with the kind of the lessening of excitement in web 3 and crypto, a lot of those dollars and attention have now gone back to ai. >> yes. >> which is really exciting to see the cycle happen again. >> and probably healthier from a societal point of view except that we just spoke with the ceo of tenable that warned that maybe we let the cat out of the bag too quickly here are you worried about maybe there should have been a few more usage guard rails in place

before we unleashed the open ai experiment on the world? >> well, part of the issue with ai is it is all really about data and it's garbage in produces garbage out. >> right. >> in our view as an investor, we believe data is the new currency you have to take a step back when you hear the pitches about ai, it is really looking at if you have good data to start with, then you are going to be able to have incredible results because data in the past is reporting, data in the present is analytics being able to predict data in the future, that's where the ai predictions are going to happen. so we're still really kind of worried about where these good data sets and training data sets are going to happen. and the nice thing we're seeing about chat gpt is the excitement from the general public finally seeing what the power of it can do. >> so i heard a couple of

phrases there that make my antenna go up. one is where it's hype cycle 2.0 on ai. that's my paraphrase of what you said then you said garbage in, garbage out. so my antenna duos agoes up and think, how do you know which ones are real and which ones are purely hype? how do you tell the difference which ones are garbage which ones are good? >> i love watching, you know, interviews in 2019 there was a tech crunch interview with the ceo of open ai where when he asked his question about revenue models, his response was he was going to ask the ai to what profitable model which create revenue for him. you called it completely right this is ai hype cycle 2.0. and a lot of investors that had learned from the first 1.0 have realized that the majority of

these cycles really have to not still been able to find really good references to how are ai companies going to make money? and there are companies out there. one of our companies where they're looking for data insight but using data that exists across the board. >> what is the telltale for you? i see you are sporting one of their hoodies there or quarter zips or whatever but what is the pinpoint that tells you, this is one that really has a solution to a revenue issued -- to the revenue nut, this one does not what is the telltale >> well, it all comes back to where are there data sources every ai company to be successful makes trading data. chat gpt has billions of records from the web but the problem with that is if you put in fake stories, then

chat gpt on the other side will give you a fake answer one of the things we need to see when we were looking at these companies in due diligence is where they're getting their training data. in order to create statistical significance, if ai algorithm means at a minimum 10,000 data points per segment so when you are looking at things like state, you know, country, zip code, address, any qualities, you have to have enough data of statistical significance to be able to find a good prediction. and this is where we're seeing is when we dig into these companies that they're building their ai models without enough data set or have no proprietary data where they can pull out and that's the big, you know, red herring that we're still seeing because so much isn't there to be able to make, you know, fantastic predictions from. >> adrian, can you give us any specific recommendations for our audience who goes, okay, this guy gets it.

what should and shouldn't i invest in, as specific as you can be >> well, the key is use case you know, when you have such a generic use case like open ai or chat gpd, really for a lot of our companies, they're looking at specific use case of how do they build ai models to solve fraud? in our case, a company out of canada using their models to predict who are the best mortgage customers to treat, you know, and to take care of. and really the importance is how are they making money once they're revenue because even now from 1.0 we have yet to still solve the enterprise issue of what is that revenue model is it subscription based is it consumption based? pushing in from the investor standpoint of where does revenue come from, how are they getting from one to five to ten million because i think we -- as much as we want to ask the ai how we will make profitability, in this

market, we as investors are pushing on that forward. how are we going to make money how are we going to make self-sustaining companies that not only make money but also provide impact enough for customers and the world in general. >> all right thank you so much. we appreciate your time today. talk to you again soon all righty still to come, ford announcing a $3.5 billion investment in a lithium battery plant. we will talk with the company's ceo live when we return. we'll be right back on "power lu lunch" perfectly located. an inspiration. and enough space to start an empire. loopnet. the most popular place to find a space.

welcome back, everybody, to "power lunch." time for a check on the markets which are all in the green stocks higher across the board the nasdaq up more than 1%, almost 1.5%. microsoft the top stock in the dow today contributing to the s&p 500 and the nasdaq gains it is up nearly 15% in just the past month kelly, could the ai we were just talking about have a little bit to do with that? >> or a lot. >> or a lot. but the chip names fuelling foe day's tech takeoff, nvidia

oil higher today not a huge gain but sending it above $80 a barrel the oil market looking forward to tomorrow's cpi as an indication of future fed policy. meantime, let's go to bertha now. >> thanks very much. teenage girls across the united states are engulfed in a growing wave of violence and trauma, according to new research released today by the cdc. nearly 1 in 3 high school girls say they seriously considered suicide in 2021, up 60% from a decade ago almost 15% say they were forced to have sex. camilla, the wife of king charles has tested positive for covid. according to buckingham palace and has canceled all her public engagements for the week also in england, a widower has created a hard-shaped woodland

tribute to his late wife he started planting the meadow decades ago after his wife janet died that's lovely. >> good for valentine's day. thank you, bertha. ahead on "power lunch," two major interviews in the second half of this program first the ford ceo joining us. then speaking of ford, that name along with netflix leading to the mountain goat's victory in the 2022 stock draft actor ryan reynolds ins jous live looking forward to that in a couple minutes' time stay with us ♪ old school wisdom, with a passion for what's possible. that's what you get from the morgan stanley client experience. you get listening more than talking, and a personalized plan built on insights and innovative technology.

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welcome back ford outlining its ev ambitions, announcing a $3.5 billion investment shares moved up 2.5% right now joining us to talk more about it is the company's ceo jim farley. phil >> kelly, i this jim is not quite ready yet. so let me outline the parameters of this agreement between ford

and catl and why it is getting a lot of attention for ford, this deal makes sense because it will be the fourth battery plant that it opens here in the united states it will be built in central michigan, opens in 2026. i'm told jim is available. jim, thank you for joining us from michigan. let's get to the elephant in the room on paper this makes sense, but you know there is more than a few people, given the tensions with china and the united states right now, who are wondering if this plant is going to fly or if it face resistance in washington >> hi, phil. and thanks for the opportunity look, this plant is a wholly owned subsidiary of ford we run the plant and it is our investment, so that's as simple as it needs to be. and based on that, you know, whether it is review or whatever, based on our investment and our wholly owned subsidiary, we don't expect any issues

>> you will be licensing the technology from catl any concerns that maybe down the road china has a change of heart about its company's licensing their technology or restricting their technology even if it's -- you're under contract here to use it in the u.s. >> yeah. i mean, there is always risk in business, but we feel really comfortable. catl is the largest battery manufacturer in the world and they have a lot of experience with u.s. companies, companies around the world so they're in all of our daily consumer products, so i don't expect any surprises based on their reputation, scale and experience >> jim, this is for a plant that will be building lithium iron batteries, which are 15% lower price than the current batteries that you are using in your electric vehicles. how much will that be able -- allow you to drive down the cost

of production overall and in theory make it more easier to build lower price evs down the road >> it's a really big deal, phil. you know, we're scaling up the 600,000 units by the end of this year and these batteries are less expensive, as you said, for the consumer they're also better business for us, and they will help us get to that 8% road map for profitable evs. scaling evs is great, but you have to make money on then and the technology is great for customers. it has, you know, about roughly twice the fast charge cycle capability, but it's also great for commercial customers, and it's really affordable and we're going to be imparting this strpring, so we will be ab to offer those to the customer now. >> thank you for joining us.

since this announcement last hour, the number one question we're getting is why partner with a chinese company was there not a u.s. alternative or a pan sonic available to help you chieve these same goals? >> this plant is run and owned by ford. it is a wholly owned subsidiary of ford. it will be run by our own people, so we don't really have any concerns at all. we're the number one employer in the u.s. and the technology very ubiquitous so i don't see there is any issue because it is a ford plant. >> understood. was there a u.s. option on the table, though? because my question also goes to our supply chain >> no,no. >> if the whole point by congress was to create and bolster the american supply chain for making these cars, was there not a viable alternative >> no, there wasn't. lmp technology is very well developed. it is a global -- the battery

business is a global business. this was -- there were no alternatives, especially at this scale. i mean, these are 28, 30 gig watt hours this is the only option. the ira was intended to on shore just like this if we didn't have the ira, we wouldn't be having this conversation it would be a different conversation the economics dramatically changed for ford, and that's why we're announcing this today in the u.s. and in michigan, because of the ira >> jim, speaking of the ira and the ev tax credits, the way this partnership is set up right now and the manufacturing at this facility, currently half of the ev tax credit, about 37.50, would not be eligible for the batteries coming out of this plant in part because of sourcing materials do you think that changes by '26? how confident are you you will be able to get that full tax

credit if that's the amount being offered at that time >> look, phil, we're the only manufacturerer who will bring bh to consumers in the u.s. and build them here in the u.s because of that, we get the $7,500 -- the manufacturer gets $7,500 tax credit. the customer will get a benefit. you have to remember lfp is a technology almost perfectly fit for commercial customers and ford is 50% of that market, even larger in evs. so for those customers, they will get $7,500 irregardless of where the battery is made. on the retail side, which is a smaller lfp audience, you know, they will qualify, whether it be 3,750 or $7,500 we don't know yet. we're working on that. we really want to bring all the

raw materials and all the processing here to the u.s., but that takes time. the good news is for commercial, they will all get the $7,500 for retail, they will qualify. it is just a matter of how much. >> jim, you already have a lot on your plate. you are investing $50 billion cumulativety through 2026. you are opening four battery plants you will be increasing your global production annual sales to $2 million annually by the end of 2026. last week we talked to redwood materials battery recycling form, former number two at tesla and we asked him based on what he sees in the ev industry, does more need to be done he says unequivocally yes, more needs to be invested do you see ford increasing its ev investments over the next couple of years even further than what you have already outlined >> yes i mean, we have made the capital allocation but that's really the easy part.

the hard part is building these factories and scaling and production jb would know. it is one thing to build a plant. it is another thing to have batteries built and the kind of quality, which is our number one priority, you know, in the volumes we're talking about. we're scaling f-150 and e-transit and scaling batteries is a new thing even after 120 years, we have a lot of experience of scaling, more than almost anyone. i would say, you know, he's right. we have a lot more to do it is not just a cap allocation. it is actually the know how. for example, we need to go to silicon car pro prietors battery production, assembly capacity is just part of it. the really exciting part will be the insourcing, which we haven't done since the '20s with the

electric motors, the inverters and all of those chips will be falling because they are a little bit closer to launch of the vehicles. >> sure. >> so you hear a lot more from everyone and we have to invest in infrastructure. >> quickly, jim, it's been a couple of weeks since you cut prices on your mustang what's been the reaction in terms of reservations? >> very positive we have seen almost 100% increase in web traffic. the reservations are up dramatically so i think we're in good shape it did exactly what we intended to do. with the lft announcement today coming this spring, we will be offering customers even more choice so we're in really good shape for the demands. of course, we didn't adjust prices on lightening or e-transit. they're both number one in their segments. >> ceo of ford motor company thank you very much. joining us today

kelly and tyler, i will send it back to you. huge day for forward in terms of this announcement in terms of a $3.5 billion battery plant scheduled for south central michigan. >> a lot more to be said about what that will mean for the area phil with the ceo of ford. and it is the moment months in the making. next we will crown the champion of the stock draft ryan reynolds will join not just those photos you see in person. they will join us live to claim their trophy first as we head to break, during february we're celebrating black heritage here is cnbc senior field producer karen jane sloan. >> my parents emigrated to the u.s. from south america in 1967 to pursue a better life for their family during that time, african american leaders like martin luther king and malcolm x were

helping to pave the way for all black people to have opportunities. my brother and i are first generation americans and our parents instilled in us the importance of education, hard work and to recognize the sacrifices of foundational black americans that led the civil rights movements today i pay it forward by mentoring young journalists of color. dad, we got this.

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welcome back, everybody. super bowl lvii now in the books, it is time to crown another champion for the 2022 cnbc stock draft the mountain goats led by co-captains ryan reynolds and mark douglas are this year's champs, and it was nowhere near as close as the football game last night getting a huge boost from netn net netflix, up 84% from last april. we cut the contest off at friday's close mountain goats edging out the other leaders. with the st. peter's peacocks rounding out the bottom of the standings. joining us now to collect their trophy, take a victory lap are

the mountain goats themselves, mountain ceo mark douglas is here in studio with us welcome, mark. and ryan reynolds zooms in today. congratulations on the win ryan, congratulations also on the addition to your family, which i read about so it is a good win. you had two stocks you chose, ford and netflix which one of you chose netflix >> well, ryan. ryan called it out >> yeah. netflix, i'll take my digital victory lap here on netflix. that was mine. >> can i just -- can i use this word it was a ballsy call at the time >> i very much appreciate that thank you. >> yes. >> you know, i think -- you by think there was some wisdom to it it was probably over valued at its peak i think way undervalued when we picked it last year. netflix literally created the category and it has power that i

think very few other brands have i mean, it is a gateway to story telling and i think that the brand is creating real affinity out there. >> well, speaking -- i mean, we will ask for more stock picks later. but we are talking about brandon that just had the super bowl what did you think was this successful? was it a giant waste of money, or was it worth it >> i think the theme was to bring back shows from 10 or 20 years ago and then turn them into ads so i think it was pop triangles, they did it on "breaking bad." then you had john travolta was -- yeah, singing and dancing. yeah i mean, so that was kind of the theme. i think jennifer lopez showing up in the ad for her husband, you know, for dunkin donuts. it was all about bringing back the past and like making it funny in the moment. it really worked, i think. >> ryan, pop the balloon here a little bit >> sure.

>> do these things deliver the pump what do you think culturally is the best way to reach people and get buzz going these days? is it still super bowl ads >> i think the super bowl will always have has its place as the apex animal in the ad game you know, it's exciting. i get as excited for the ads as i do the actual game you know, i think sometimes brands sort of, they can make a big impact but sometimes they fail to sort of create a ground swell about the actual brand itself a lot of times you look at an ad and go, oh, i like the jason ma moa add. you think, what was that for, though i think it is always a tricky balancing act. i think in the long run, 364 other days during the year, i think you want to be moving at a little more of an impressive speed culturally these days we just move through. the ads should be disposable it is brands that collapse when i think ads can kind of be

moving in concert with culture, i think that they usually really resonate but i love the super bowl for the ads. mine was the t-mobile spot with bradley cooper bradley is a friend of mine. it was charming. it felt like it wasn't pushing too hard, which i think is one of the best attributes of that particular spot. but i'm also somebody who i appear in wireless ads for my own company mint mobile. i have also dragged my mother into a mint mobile commercial in the past for me, it just checked every single box. >> i thought it was charming, too, actually. i was going to ask you about that it was very natural what they did on screen there. >> well, that is bradley and his mom in real life that's just how they are. >> i want to ask you about mint. what are you going to do with mint i mean, you have a -- your traffic goes over, as i understand it, t-mobile networks there have been stories that t-mobile might be interested in acquiring it what's going on?

>> we have our nose to the grindstone day in and day out. mint has experienced explosive growth for the last few years and continues to do that i think, you know, as somebody who is out there, you know, working day in and day out on the product, it is really carved out a space not just in the zeitgeist but i think people are understanding that you don't need to spend $100 a month on your bloody wireless bill, that you can get the exact same thing for a fraction of the price. i think that's what helped mint move the way it's moved. >> and your ads are pretty good, i got to say your mint ads are pretty good. they stand out >> yeah. we embed our sort of ethos of the company in our ads, too. we're not going to spend much on our ads. we will pass that savings on to our customer. >> it shows. >> but we have a lot of fun with it. >> bradley looked like he rolled out of bed ryan combs his hair and preps.

>> so, mark, the question is can we get ryan and you to make an appearance april 20 -- what is the stock draft this year? >> april 27th. we hope you will defend your victory. >> i know you are not very busy, but make sure, okay? this is not going to be a one and done everyone can have a good year. everyone in our audience watching has had a good year mark, can you put together two in a row >> i think we can. >> a two peat. >> actually i would probably repeat with the same stocks, not to tell the competition. i think they still have a lot of life in them. >> very good i like to say -- >> i would, too. i would double down on netflix. >> really? >> yes, that's true. >> even with all the different streams opportunities out there? >> absolutely. you know, i think no one does it quite like netflix does. i mean, there is obviously room to grow there and work to do, but the bounceback that we saw this year is probably indicative

of their staying power i'm always very impressed by what they do over there. >> can we look at that trophy? can we zoom in on the trophy >> it's really glamorous, guys. >> oscar has nothing on that. >> i'm slightly afraid of it right now. >> all right gentlemen, thank you very much. >> wait, wait. listen, ryan, ryan, i will play my fellow mom of four card over here okay >> yes. >> i want to know, boy or girl >> i ain't telling this ain't a birth announcement. we didn't make a birth announcement we just posted a photo, and the media sort of did what it does after that. >> how is the little one doing >> we're very excited. look, we wouldn't do this four times if we didn't love it. >> somebody else i know has done it four times, sitting right here. >> i was trying to get him questions to reveal a pronoun. come on, ryan. how are they sleeping? how is blake doing is she sleeping? >> everybody is doing great.

everybody is actually doing fantastic. i mean, if we haven't figured it out by now, we would be in deep trouble. but, yeah, it is a zoo over here this is my office here this is where i will probably spend the rest of my life in here yeah >> congratulations >> thank you so much. >> congratulations on all of the days, ryan, seriously, thank you for taking the time out to be here and collect your trophy >> my absolute leasure >> mark, thank you, thank you as well >> thank you >> come back, you're free to pick ford and netflix again. all right, up next, we're going to head to the bond market to check on yields "power lunch" will be right back th billions of passengers taking millions of trips every year? you aren't about to let any cyberattacks slow you down. so you partner with ibm to build a security architecture to keep your data, network, and applications protected. now you can tackle threats so they don't bring you to a grinding halt. and everyone's going places, including you.

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welcome back to "power lunch. let's get a good old-fashioned check on the bond market 3.71% on the ten-year. >> yes, 3.71% in tens, so we're down a couple of basis points, but the point is that with tomorrow's big cpi, not only are ten-years near the high yields of the year, but many long-dated sovereigns across the globe, especially in europe, are

joining us because tomorrow's a big day for all nations. they're going to be all observing what's going on in the u.s. inflationary front. so, if you look at a year to date of our tens, you can see we're going into this with the highest yield since january 3rd, and if you open it up to mid-october, what's interesting is the high close, about the third week in october, was about 53 basis points higher than the yield is now, and that's important when you look to what's going on in boone's, boo boone's closed darn year the high yield they closed today right ant around 2.37% if you look at gilt in the uk, they're at a one-month high as well tomorrow is not only going to shape yield curves and potentially alter strategies of central banks here, but around the globe. that's how important tomorrow's 8:30 release of january's cpi is back to you.

>> if that number is a surprise to the upside, that 8:30 release of cpi, it is steeper than anticipated, how would you expect the bond market to react? what will happen >> well, i think that it would make tomorrow's treasury closes some of the most aggressive moves that we have seen, and even though we're 53 basis points below that, 4.24, tyler in tens, if tomorrow's number is hot, we could make up half that ground in one session, so it's going to be a biggie >> i was looking for that answer, my friend, and you delivered it beautiful. thank you, my friend rick santelli. up next, what's bothering goldman's ceo, david solomon tethl leak that news to yo u afr is (vo) give your business an advantage right now, with nationwide 5g from t-mobile for business. unlock new insights and efficiency, with leading ultra-capacity 5g coverage. t-mobile for business has 5g that's ready right now.

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doors can take us to new adventures and long-term goals. your dedicated fidelity advisor can help you open those doors. by helping you create a comprehensive wealth plan, with the right balance of risk and reward. doors were meant to be opened. welcome back, everybody, time for another story catching our eye this hour. goldman-sachs ceo david solomon telling partners at goldman that media leaks are damaging the company's reputation, according to the "financial times," solomon spoke for an hour last week at a meeting of 400 goldman partners down in florida he also addressed the company's recent layoffs, cutting 3,200 jobs, saying he should have acted sooner and perhaps the cuts could have been less severe if he had. i guess that's not quite the kind of solace that those

partners were looking for. if i had moved sooner, i could have saved some jobs >> and strategic questions hang over the whole marcus issues, the consumer bank side, was that even the right direction to go in questions about his own future at the bank, and i think that his -- the tension in the meeting probably reflects the tension that is felt about goldman. they're at a difficult point right now. it's tough for capital markets when you don't have that buffer of wealth management that the morgans of the world have invested in. >> they do chase does jpmorgan chase you mentioned them and others and the investment banking business has been in a bit of a quiet period there all right, so, we've got a 290-point gain on the dow. the day is a good one after the kansas city chiefs beat the eagles in the super bowl >> at least it was worth watching >> yeah, it was a good finish. >> well -- >> if you were for kansas city >> exactly >> not if you were that defensive back on the eagles >> right, exactly.

>> all righty, folks, thanks so much for watching "power lunch." glad you could join us on this monday >> closing bell starts right now. ♪ stocks are jumping to start the week as investors await tomorrow's key inflation report. nasdaq gaining back around half of last week's losses right now of 1.2%. this is the make or break hour for your money welcome, everyone, to cloebz, i'm sara eisen look at where we stand in the market overall dow is higher by almost a percent, 290 high of the day was 350 points or so. the s&p 500, up almost a full percent. technology's leading that's your best sector. information technology along with consumer discretionary and communication services what's weaker today? energy that's the only sector that's down utilities are underperforming as well the nasdaq is the center of the action tech stocks rallying yields are a little bit lower, at least on the longer end of the curve, 3.7 on the ten-year microsoft, apple, nvidia, and meta lead th