it's 5:00 a.m. here at cnbc global headquarters. welcome to "worldwide exchange." here's your "five@5." the dow closed bove 45,000 for the first time ever. jay powell hints at the fed's next move. >> the good news is we can afford to be more cautious as we try to find neutral. bitcoin making history breaking past $100,000 for the first time ever. doge to d.c. elon musk and vivek ramaswamy

head to capitol hill over their bold plans for efficiency. >> are we respecting the taxpayer dollar in the way the ceo would look at shareholder capital. plus, disney rewards patient shareholders in a big way. and later, one hour until the opec decision. helima croft is here to weigh in. it's thursday, december 5th, 2024. you are watching "worldwide exchange" here on cnbc. good morning. thanks so much for being with us. i'm frank holland. let's get you ready for the trading day ahead. the futures of the dow and s&p and nasdaq. all three hit all hiech -time h. in the red across the board right now. just fractionally. all three indices down.

we're keeping an eye on chip stocks after a monster day for that group. nvidia coming off a more than 3% gain and within the last hour, reuters reporting that taiwan semi is in talks with a plant in tempe, arizona. look at what they are doing right now. nvidia pulling back a bit. down .50%. amd down .50% as well. intel up. keep in mind, down 8% for the week after the ceo decided to retire. we are checking the bond market after the adp private payrolls and ism services reports. yields near the lowest level in two years. the benchmark pulling back a few points from the level we saw yesterday. we have to do one more thing. we usually do it in the check. it's bitcoin. after weeks of watching and waiting, it has finally surged above $100,000. higher still this morning. you see it is up just about 4%.

right now, trading at $102,700. who else to talk about it but our cnbc reporter arjun kharpal. is this a celebratory you turtleneck? >> reporter: i thought i would address the part. frank, for the sector and all of the people in thesector, for years, they told me bitcoin will hit $100,000. i have been waiting and waiting. it is important how we got here. i think there are a few reasons. one, you cannot deny the impact the election of donald trump has here. he spoke about things like having a bitcoin reserve in the u.s. tax-free transactions is hope for the industry that the u.s. may be able to regain some kind of lead in the crypto blockchain space. the announcement that pat gelsinger would step down from

the s.e.c. he was a villain in the crypto space. they always said we need gelsinger out for this to move forward. nomination of paul atkins and if he gets that. the third factor is a feeling that crypto is going mainstream in the financial industry, particularly with the launch of the etfs earlier this year and other large, more traditional institutions talking about dabbling in there. and don't forget about the bitcoin cycle. it is predicated with the halving that happened this year. that precedes the new all-time high. it stood true this year, frank. >> we have to go in a second. we have a lot to get to. is bitcoin crossing $100,000, is that a read into other currencies? a tailwind for ethereum? what is the tailwind for the sector? >> reporter: it is. we see the other coins as well.

we see when bitcoin ises, it lifts other coins. you are likely to see a rally. when donald trump comes into the presidency and there is more crypto regulation or if there is a lighter stance from the s.e.c., all of these things will continue to contribute to the industry. >> bitcoin over $100,000. arjun kharpal, thank you very much. we turn to action overseas right now and european investors appear to take the collapse of the french government in stride. silvia amaro is in london watching that situation. silvia, i'm looking at the board right there. i'm seeing a whole lot of green. >> good morning, frank. good morning, everyone. so far, we are seeing a lot of upside for european equities so far this week in the new trading month. so far, also interesting to note how european investors seem to be shrugging off the political turmoil we are seeing in france.

let me take you to the cac 40, the main bourse there, trading .trading . trading .4% at this stage despite the changes and the fact that the prime minister, the government actually, has collapsed. we are seeing quite a lot of resilience for the french equity space. let me take you as well to some other names, some french names. thinking about about the lenders. bnp and soc gen. all these banks trading in the green. continuing the resilience i was telling you about. in terms of the bond space, however, we have seen a little more concern really in terms of what is happening on the political scene. we saw the spread between the french o.a.t. and the bund. the benchmark for the european block widening this week. the ten-year o.a.t. is moving lower at 2.88%.

i also want to take you to the currency and to the euro because we voo vseen pressure in recent months. you can ask me if this is related to the political instability in france. to some extent, but more broadly, what we are seeing in the currency is related to the growth concerns for the eurozone. we will have an important day next week with the ecb meeting, frank. >> silvia amaro, great to see you as also. we look at south korea. these are live pictures from seoul where thousands are holding a candlelight vigil where opposition parties were moved to oust the leader. what you are seeing today is in sharp contrast to two days ago where the south korea military was storming the parliament after the martial law declaration. we are looking at the asian markets which are oadly

higher. hang seng is down 1%. you can manage the kospi is down 1% as well. the japanese nikkei up other than .25%. in addition to the developments in south korea and france, the fed is digesting the comments from jay powell. powell in the final public comments after the meeting in two weeks, gives us a review on the economy to andrew ross sorkin. >> the economy is strong and it's stronger than we thought than it was in september. the labor market is better and the downside risks appear to be less in the labor market. growth is initely stronger. the good news is we can afford to be a little more cautious as we -- as we try to find neutral. >> let's bring in degas wright at decatur capital management. good morning. >> good morning, frank. good to be with us.

>> the futures are a little bit lower right now, but the cme and the odds of the 25 basis cut during this month. as we look yond the likely cut, how does that change the fed? >> it does not because what we're seeing is easing is one aspect, but the other aspect is the growth of earnings revisions. we are still seeing growth of the earnings revisions being positive and particularly discretionary and technology. >> i know you like financials. you don't like the cautious fed, but being data dependent and maybe skipping a meeting. does that change the financials? >> it providing a buying opportunity for financials. we are going into the easing cycle and that will improve the economy for the financials we are looking at because we want

to focus on the companies that are in the fintech space. that is the opportunity that we see in 2025. >> what is your take on cryptocurrency? specifically bitcoin crossing the $100,000 mark? should some portfolios have allocation to cryptocurrency? >> great question, frank. i had a conversation with an investor the other day. we are seeing crypto should be part of our investors' portfolio, but at a very small allocation. maybe 1% and no higher than 5%. we are looking at this as a money market type investment or currency investment. that's what we're seeing. we're starting to ease into positions with cryptocurrency. >> do you hold the asset or the etf? >> it's going to be mostly the etfs. >> thanks for bringing the pick to us today. one is manhattan associates.

year to date, up 40%. what makes you so bullish on this stock in particular? >> what makes us bullish is that he has done a great job of focusing on the operating efficiency. the estimates have increased to 30% during the year. what they do is they focus on the supply chain software and they work with companies such as walmart, fedex, cardinal health. they are at the intersection between the artificial intelligence and making it more efficient for operations, but also customer service. >> you know with tariffs and possible strike at the gulf coast ports. degas wright, thank you. >> great to be on with you. thank you. we are turning to a developing story. police still searching for the

suspect in the murder of ceo brian thompson. he was killed on the sidewalk on the way to the midtown manhattan investor day. the department is looking into everything scanning social media and interviewing employees and family members and minnesota law enforcement. we will update you on any new developments in this story. we do have more to come here on "worldwide exchange," including the stock that's all 200% over the last year. greg branch is going to be here and says 00% more to go. it's an a.i. play. and more faces to wrap up his inner circle. later, your big money movers and retail stock that is falling out of fashion aadf e op. will reveal our mystery chart coming up after this break. stay with us.

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welcome back to "worldwide exchange." let's get a check of the top corporate stories with silvana henao. >> good morning, frank. president-elect trump tapping some familiar faces for his economic team. choosing frank bisignano to be the social security administrator commissioner. he would nominate michael faulkender for dependency treasury secretary.

he was treasury secretary for the first administration and played a key role in the paycheck protection program. let's stick with d.c. speaker johnson is meeting with elon musk and vivek ramaswamy for a brainstorming session. this is key to gain insights to the actual plans for the department of government efficiency. we are watching two stocks this morning. first, disney shares right now frags fractionally lower in the pre-market after raising dividend to $1 per share. meta platforms announcing it will build a $10 billion data center in northeast louisiana to help fuel its future a.i. ambitions. louisiana governor jeff landry

calls the project a game changer for the state's expanding tech sector, frank. shares are flat in the pre-market. >> silvana, see you later on in the show. time for the big money movers. we start off with shares of american eagle outfitters. tumbling after the retailer cut the target on muted expectations for the holiday season. shares are down 14%. american eagles with third quarter earnings head of estimates. revenue was slightly ahead of reports. and five below had better than expected third quarter results and raised guidance. shares of five below are up 13%. the company announcing winnie park to become its next ceo next week. charge point after the

smaller third quarter loss. the company which owns the largest online network of independently owned ev charging stations says it is encourage the by record ev sales which is driving the need. shares of charge point are up more than 9% right now. coming up on "worldwide exchange," some fresh comments from the leading a.i. voices of our time. stay with us. you n'wa tmi ts e.dot nto sshion

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this idea you can give an a.i. system a pretty complicated task. a task you give to a smart human that goes off and creates value. that's the thing i expect next year. that's a huge deal. >> the current model in a few companies converged at the top. i think they are all working on versions. i think the progress is going to get harder. when i look at '25, the low hanging fruit is gone. the hill is steeper. i think it is an exciting year from that perspective. >> those are two ceos on the frontlines of a.i.

sundar pichai and sam altman speaking with sorkin andrew ros sorkin. let's get to another ceo. thank you for joining us today. >> good to be here, frank. >> you brought news. you made acquisitions. one of them is of action iq with the zero data. what does that mean? >> it's great to be on the show, frank. what we have been about is a company which is born to do a.i. for the last 16 years, we have been an end-to-end a.i. platform for over 1,500 enterprises in the world. if there is one thing we have learned for thousands of the companies, is that return on investment is not surprising. if i think about what are the top reasons that we hear about the a.i. initiatives in the proof of concept and not production, the number one reason is the enterprises don't have raw material, which is

data, prepared in a way that the a.i. models and a.i. agents can consume that. today, with our announcement, we decided to change that. we are announcing not one, but two acquisitions in the data space. headquartered in new york and the other in palo alto, silicon valley, is a data mission company. with these companies joining our a.i. platform, we are announcing a zero data a.i. cloud. >> that's a little jargony. you have a lot of big name customers. what does it mean for your customers? >> that's a great point to get into. if i think about what zero data a.i. cloud means zero friction. zero lock-in to platform. zero trust access. let me make this real. a few days ago, i was in the

boardroom of the major insurer. the ceo says if your assumption is i have to bring all my data in one place to benefit from a.i. agents, we should meet three years from now. that's how long it will take to clear that hurdle. when i told him with the works to come, we will solve that problem for you. it won't take you three years. >> that's what it means. by the way, we are showing your customers.is a major insurer. let me tell you something, i feel there is always friction when you use these things. you talk about emotion a.i. i thought it was interesting. can emotion a.i. sense when i'm frustrated? can it sense my frustration or in a rush? what can emotion a.i. do? >> i'm glad you are going in this direction. generative a.i. is designed to almost ignore the nuance of

human emotion t.. it is designed to complete a mathematical sequence. what comes after this statement? it will tell you the response to the chatbot. humans, we talk to each other, whether a call or friend, we he moat. emote. i can raise my eyebrows. you know i'm oubtful of what you said. this is a set of models trained to understand when a human calls and raising their voice and getting frustrated. let's get the supervisor involved because this is not good for either party. or a sales person, on a zoom meeting. >> i'm laughing. i could have used this had yesterday. i had to do something with an agent yesterday and got beyond frustrated. you are in a red hot space.

are you in the agent copilot space. salesforce paying attention to the agents. what about your company is private? are you thinking about going public in 2025? >> well, frank, take me in an important direction and it is an important question. we are in palo alto, california. uniphore is right for being an ipo candidate. right now in this napshot of time, we want to continue to deliver value to some of the big enterprises you flashed on your screen. if you continue to do that, just the way we have in the past, i think as wall street is amenable to tech ipos, you will see a lot of tech companies from silicon valley get ready to file papers. there will be a time for uniphore as well.

i'm focused on customers. >> we have to go. new administration coming in. lina khan leaving the c, likely. does that change your view or meaningful business? >> like everybody else, it is hard to know yet what the new administration does. there are a lot of sound bites and less regulation and tariffs around the world. the good thing is nobody has a monopoly on technology. i can tell your viewers right now the u.s. is from a lead in the big way. the world is looking at u.s. and silicon valley. we have to wait. >> i'll leave the conversation there. great to have you here. thank you. coming up on "worldwide exchange," less than an hour until the key opec production decision. what helima croft is expecting today and what four years of donald trump could mean for the s. eu.nergy sector.

we'll be right back. stay with us. >> announcer: a.i. effect is sponsored by accenture.

i think you if view the way the federal government spends the taxpayer money and that was in a corporate context, that would be a fiduciary breach

hands down. the officers at that company would minimum be fired and at worst, civilly, in court over the dereliction of duty they owe. >> that was vivek ramaswamy, co-leader of the new department of government efficiency. welcome back to "worldwide exchange,." i'm frank holland. coming up this half hour, what that meeting to mean for wall street. first, let's kick off the check of the futures. all three indices down. investors are still digesting comments from jay powell from the deal book conference yesterday giving an optimistic view of the economy. >> the u.s. economy is doing very well. we're in a very good place with the economy.

we were the last major central bank to cut and now on a paths to bring rates back down to more neutral over time. and bitcoin finally surpassed $100,000. up just about 4%. you see since president-elect trump was elected, bitcoin up 48%. that's the money set up. let's turn attention to capitol hill. elon musk and vivek ramaswamy are the leaders of the department of government efficiency or doge, will be on capitol hill to meet with lawmakers about their plan to cut $2 trillion in government spending. emily wilkins is joining us from d.c. good morning. >> reporter: good morning. musk and vivek ramaswamy are making rounds to brain storm of how to cut government spending and make government more efficient. americans many brace the spirit and like what they're hearing, they warn the stated goals of $2

trillion in government spending will be near impossible because the government spent $6.1 trillion last year. most of that was for programs for social security and medicare and medicaid. those programs can be suicidal to propose cutting them. non-mandatory programs, like defense spending, totalled $1.7 trillion of government last year. steve womack, on the committee that holds the purse strings, says he likes the idea of reducing spending and pro cutting waste. he warned that lawmakers should not focus on cutting a specific amount. >> if you are going to leave the social safety net programs alone and not touch them, that means you try to cut hundreds of billions of dollars out of discretionary spending and it would be difficult without cutting national security.

>> reporter: musk called for eliminating agencies not utilized begin given the nation institute of health falling into that category. some lawmakers are coalescing workers to come back to the office five days a week. more ideas are expected to come from musk and ramaswamy's meetings with lawmakers today. they will meet with a group of senators this morning. joni ernst is focused on the doge effort. frank, we'll be there to cover it all. >> many emily, thank you. emily wilkins, thank you. good to see you. vivek ramaswamy spoke with our summit in d.c. and he did not show his hands where he and musk will look to cut spending, but doge will prioritize what is

most important and logical and measured and be aggressive. just like a public company. >> is there any one thing that president trump told snu. >> he is keeping an open mind top down to say let's start with a clean slate and fresh. everything is in scope for efficiency. it is not one part of the federal government or the other. it is looking at it as a whole. are we respecting the taxpayer dollar? to use an analogy for those in the room, in the way the cfo would look at shareholder capital. >> let's discuss with david wu. good morning, david. >> thanks for having me. >> what did you make of what vivek ramaswamy had to say about the philosophy about cutting the governments? is it reason able within two years, july 4th, 2027, the 250th anniversary of the u.s.

is that possible? >> i think it is. what you need to understand is why this is important. vivek ramaswamy and elon musk have the most important job under trump 2.0. at the end of next year, the trump 2017 tax cuts are set to expire. trump knows he has to -- he wants to make them permanent and he has to pay for them. with the debt-to-gdp ratio and the interest payment at $1.1 trillion, he knows the bond market would revolt and things get counter productive. therefore, this is the reason why trump needs to cut spending in order to roll over the tax cuts. there is no reason why many ways musk and ramaswamy have been given an impossible mission, but mission that is necessary in order to make trump 2.0 a

success. >> by the way, july 4th, 2026. i was doing bad math, david. when you look to cut entitlements is risky, that is part of the government that is in stone. emily just mentioned the political consequences to cutting in those areas. >> that's why the conversation is interesting. the math is very strict forward. there is no beating around the bush here. if you look at the discretionary spending, it is $1.7 trillion. if you take away defense, you are left with $900 billion of non-defense spending. musk and ramaswamy want to cut half of the $900 billion of non defense and non discretionary spending. that would be crazy. that is like firing half of all federal workers. that is politically not possible. it will probably not make the economy more productive.

that means the only way they can deliver $500 billion of cuts annually, which is what they are promising is by going after defense spending. there is no question that this is the reason why trump is basically racing against the clock to stop the war in ukraine. what he is up against, trump realizes the only way he can touch defense spending is, first of all, stop the war in ukraine, which is a gravytrain for defense contractors. this is why this is not just a foreign policy goal, but central to trump's economic agenda in 2025 and beyond. >> let's go back to the president-elect and his peter jennings agenda and philosophy. one reason you are watching the stock market, but also the stock market in argentina. he had the argentinean president

visit him. you are saying there are lessons from what he did in argentina and the argentinean stock index had tremendous growth since. give us the thesis as briefly as you can. >> he cut spending. the most important thing that what he did is he reduced the budget deficit. trump right now is inheriting a huge budget deficit interest biden. if he wants to spend more, he has to find ways to cut. what i'm telling you is thank god for argentina. it doesn't fight any wars. it is now basically beholden to the defense contractors. the u.s. is spending money fighting wars on defense. we know the powerful military industrial complex is not going to give up without a fight. this is why, by the way, trump, i think dumped pete hegseth and

started looking to desantis who wants the job. to stand up to the defense contractors is someone with a political heavyweight like desantis. that is why desantis is bullish for treasuries. >> david woo, thank you very much. >> you're welcome. coming up on "worldwide exchange," tensions in south korea simmer as they look to remove the cnt'soury president from power. we are live from seoul with the latest on this story right after this break.

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welcome back. time for the global briefing. take a live look at seoul, south korea where thousands are holding a candlelight vigil where they have moved to impeach their president. you see the camera person getting set. this is after the president called martial law and reversed that decision. we have chery kang with the latest in seoul. chery, i know you are outside the candlelight vigil. what's the latest? >> reporter: it is like a concert to call for the impeachment of the president at the moment. this is certainly progressive. the left-leaning parties as well as people who didn't really like the president, who was, by the way, not so popular to begin with. they are looking very much bolstered by this martial law

declaration incident earlier this week. we've got this motion to impeach the president. the vote at the national assembly is happening this saturday. the opposition parties do have the majority at the national assembly, but they still need at least eight ruling party lawmakers to vote for the impeachment. so that's what they are really calling for as we speak. now now, for the ruling party post for martial law aftermath is not so clear at this point. although the ruling party is not on board supportive of the martial law declaration. they don't want to impeach yet another president coming from their political circle. so, three possible scenarios. impeachment goes through or the president steps down because of the pressure or he stays defiant and holds the office through march 2027. there is really no base case.

it all depends on the vote result this saturday. frank. >> chery kang, good to see you. coming up on "worldwide exchange," one word every investor needs to hear today and the stock up nearly 2 00% this year that greg branch says every investor needs to know. and what helima croft says we need to get from the opec meetg intoday and oil and its price action. we'll be right back after this break. and deliver solutions that meet complex needs. massmutual. partnering with financial professionals, benefits brokers, and institutions.

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welcome back to "worldwide exchange." we are less than 30 minutes from the opec plus decision meeting. oil still hovering below the key $70 a barrel mark. joining me is helima croft. helima, good morning. >> good morning, frank. >> so, helima, let me ask you, we know the reports of the decision to increase production right now. i want to ask a broader question. we are looking at the new accident administration coming in. do they want opec to increase production? does he want to see production increased by opec? >> president trump wants lower oil prices. a number ofnior officials have talked about it. the question is is that good for

u.s. producers running on drill, baby, drill. these companies don't want to drill themselves out of the business. the question is what the equilibrium price that works for businesses and consumers? >> do you believe the reports are correct that they delay the planned hike? >> our view is they once again taper, basically put on pause to bring back the barrels. the collective opec cut, frank, runs through year end 2025. what we're talking about is a voluntary cut by eight producers. they started to phase in the reduction slowly. our he can expectation with thes and sanctions and demand outlook, they likely to put that on pause at least through the first quarter and take up the

issue again. reuters has a report out to delay it six months and make a june opec decision. if they bring the barrels back, that would add to selling pressure in the market. >> geopolitics is the story when it comes to oil. quickly, when we talk about the cease-fire with hezbollah and lebanon. there are other factors to influence the market? the biggest issue going into 2025? >> the biggest issue from the demand side is china tariffs. weak chinese demand has been a problem for the oil market this year. i think people will be watching closely to see what the tariff impact would be. on the supply side, it's sanctions and return maximum pressure. how many iranian barrels roll off when team trump takes office.

>> helima croft, great to see you. thank you. >> thank you. coming up on "worldwide exchange," we show you the a.i. play up 170% this year that our next guest says still have plenty more upside left. we will give you that name and reveal our mystery chart after the break. stay with us.

welcome back to "worldwide exchange." futures are lower. overall, stocks shrugged off the eventful 24 hours with the political turmoil in france and south korea and hawkish comments from chairman jay powell. all three indices sitting at record highs. joining in now is greg branch. he is also a cnbc contributor and iend of the show. >> great to be with you, frank. >> we have to start with jay powell's comments. he said cautious. a lot of people believe he is on a rate cutting cycle. he said cautious. does that change your sector? >> it doesn't change my long-term view. in the long term, for the first time in a while, i'm probably above consensus when i look at earnings growth expectations for and 2026.

as i always told you, frank, my posture is driven by the data. if i'm above consensus, i have no choice but to be bullish. in the short-term, however, jay powell is faced with interesting circumstances with the incoming administration's policies are uniquely inflationary. we are dealing with an inflation that is accelerating, although we haven't talked about it anymore. we have stalled with progress. combine that stalled with progress and the 30 bps and combine that with the administration with the articulating policies with the mass deportation and increased deficit spending, i think he is slow walking us into that motion. >> something to talk about is bitcoin. when you talk to your clients, is bitcoin important? is it the actual asset or the etf? >> i'm kind of old school,

frank. in our conversations, we tend to focus on things we can do in dcf or model out the cash flows. not that you can't make great money in bitcoin, but it is hard for me to have a formula or teach a formula and value it. >> that's it? >> that's it. >> you normally get a bit more verbose with the topics. let's get to your pick. >> the pick is vertive. i understand why is this the pick right now. as you know, it is one of the names i talked about for a while. is it up 200% of the year? of course. do i see another 100%? of course. when you look at the next quarter, they put up 50% to 60% earnings growth. they beat consensus in the last four quarters. they have a $7 billion backlog and growing. >> can i ask a question? we'll show you a chart. vertiv and nvidia.

nvidia is just doing better. if this stock is in the shadow of nvidia, why invest in this and not nvidia? >> you want to put to gether a portfolio. we want services to the data center as well. we don't know if that correlation will persist. when i think of a smaller company putting up $8 billion of revenue this career, year, thate more runway because they are working off a lower base. it makes sense to spread across market cap and different parts of the ecosystem. >> we show you the chart on investor day. i think you will continue to watch it. greg branch, your pick is vertiv holdings. >> thanks, frank.

we watching shares of disney raising the dividend by 30%. shares of disney pulling back right now. shares of american eagle are tumbling. the company cutting the full-year sales target on the muted expectations for the holiday seasons. five below is jumping after better than expected third quarter results. shares up 13.5%. the company announcing forever 21 ceo will become its new ceo next week. we want to look at futures this morning. pulling back just a bit. the markets are set to open up at record highs. dow, s&p and nasdaq fractionally lower right now. looking like they are hitting the lows of the morning. we have to talk one more time of the big story of this morning. bitcoin has crossed the $100,000 mark this morning. right now at last check $102,000. arjun kharpal on earlier saying this is the moment that a lot of

people in the tech space have been waiting for. a lot of the bitcoin bulls. greg is not a bitcoin bull. he is right here saying it could potentially be part of a portfolio. hard to figure out the discounted cash flow. bitcoin up 3.5%. trading at $102,380. that does it for "worldwide exchange." "squawk box" starts right now. the dow did climb 45,000 for the first time and the three major indices closed at record highs. bitcoin now soaring above $100,000 after president-elect trump picked paul atkins to lead the s.e.c. atkins has been critical of the s.e.c. crackdown of crypto firms. heavyweights in the corporate and investing world speak ought ing out at the book.

it's thursday, december 5th, 2024 and "squawk box" starts right now. ♪ ♪ good morning, everybody. welcome to "squawk box" here on cnbc. we are live from the nasdaq market site in times square. i'm becky quick along with joe kernen and andrew ross sorkin. welcome back. it was crazy. >> a lot of news. >> a lot of huge names. i can't believe you're still standing. >> i'm enjoying my coffee. >> we will dive deep into everything andrew was doing in just a moment. let's check out the u.s. equity futures. the dow futures are