you start it with a human, end it with a human -- charles: ray, i've got less than a minute to go, but we like rivalries, i love these kind of sort of feuds, if you will. like i said a in the past i think it's helped, but we were caught pretty flat-footed, everyone in america, for sure, can with deepseek, you know in are you confident that both these guys will be able to keep the blinders on when it comes to keeping america in the forefront of amount i.? if. >> oh, they definitely will. what happened with deepseek was basically it wasn't a sputnik moment like mark andreessen said is, it was a snapster -- napster moment where they figured out how to hack our a.i. and deliver at one-one hundredth of the cost. charles: i love that. i'm going to borrow that. a napster moment. ray, talk to you again soon. all right, folks, the markets are trying -- you know, liz claman, the markets came to life a little bit when jay powell was talking. liz: raiz yeah. and i think there was some muted

action, initially people didn't know what to do -- charles: exactly. liz: it's kind of interesting, folks. breaking news, we have the bond yields -- we'll get to stocks in a a second. bond yields are jumping as the federal reserve declares the u.s. economy has dodged a hard landing and, therefore, there's no need to rush to trim rates. so as we kick off the final hour of trade, let's show you the reaction in the 10-year yield specifically which, by the way, had for days been languishing below 4.5%. you can see right now it is above it at 4.54%. that is a gain of 4.7 basis points at the moment. and we'll show you the 2-year in a few minutes but, i mean, i can tell you it's at a 3-week high as well. en bond yields moving up. stocks, on the other hand, in all different directions. the dow dipped at the open, fought to pop its head above the water line, added as many as a 85 point, now up 1311 points. the s&p -- 13 is points. the s&p was also negative, but

now up 6 points. nasdaq has pared its losses, earlier it was down about 34 points, it's now -- 134 points, it's now down 30. and the russell small and mid caps tend to borrow money to grow, and hence, are more interest rate sensitive, rates go up, it costst more to borrow that money, it's down 12 points or half a percent. fed chair jay powell testified before the senate banking committee and once again tamped down market expectations for near-term interest rate cuts. listen. >> we're in a pretty good place with this economy. we want to make more progress on inflation, and we think our policy rate is in a good place, and we're not -- we don't see any reason to be in a hurry to reduce it further. liz: so when? when could investors see the first chop to rates this year? not until inflation gets down to the fed's 2% target rate if you believe the fed. tomorrow we'll find out if it's going to get there, 8:30 a.m. eastern we get the all-important

release of the january cpi or consumer price index. that's inflation if at the consumer level. the headline number expected to tick down one-tenth of a percent month over month, but year-over-year stay stuck the at 2.9%. economists think the core rate, which the fed if watches more closely, will actually rise a tenth of a percent month over month to .3% with the year-over-year going from 3.2% down to 3.1%. so i guess there's that. powell declined to comment on the 25% tariffs president trump imposed last night if on foreign steel and aluminum, but intraday over the past five days which encompasses when donald trump first signaled the metal tariffs were coming, steel prices have risen about a 3.5%. and aluminum over the past five days has also made a slight move to the upside there. considering the average a car, let's just throw this out there, contains roughly,000, d -- 1,000

pounds of steel, if prices were to to increase so too could car prices. general motors has actually flipped into the green here. it had been roar. ford is unchanged. rivian down about 3.8%, and tesla down close to 6. yes, the cyber truck containses about 9,000 pounds of stainless steel in its go skeleton -- excoskelton, but a lot of the hit has to do with the news we broke yesterday during this hour. tesla ceo elon musk, backed by a consortium of investors, has submitted a $97.4 billion hostile buyout offer for the sam altman-run openai. altman immediately trolled musk on twitter, but it sent the a.i. world into a tornado of questions about what happens next ask if does that distract elon musk from running tesla? does he need to cash out some of the tesla shares that he owns to pay for this? coming up, the "wall street

journal" reporter who broke the story is here. she's going to give us the very latest. and if we will get reaction from one of the most successful portfolio managers in the u.s., dan nice. he is warning -- dan niles. he is warning not just to to stay away from tesla, but from all the a mag 7 names. doesn't mean he doesn't have tech picks. in the meantime, dow is now up 134 points. joining me now, slatestone wealth chief market strategist kenny polcari and scott shellady. well, gentlemen, the markets are mixed here under the new steel tariffs, but energy prices clearly jumping here. we can look at, you know, light sweet crude, we can look at nat gas. everything's moving higher in the aftermarket. light sweet is up above $73 a barrel. and then we've got this breaking this afternoon a, ford ceo jim farley is hot-footing it to washington, d.c. tomorrow to warn congress that the mexico and canada tariffs that are looming would, quote, blow a hole in the u.s. auto industry. so let me start with you, scott.

how cautious does that make you on auto stocks or any other sector? >> i'm a little cautious, but i think that the tariff story when it comes to investing, although you have to look out for the mine fields and potholes along the way, is starting to get a little tired. and i think investors are going back to what's going to work in the long run. maybe i'm going to have to have a little bit of a6-12, maybe 18-month point of view rather than worry about this on a day-to-day basis because you don't know how long a piece of string is unless you know how long the piece of string is. and we're all debating. i come from the agricultural sector a long time ago, and 2017, 2018 we had trump really had corn and beans, especially soybeans, in the crosshairs of those tariffs. i think this time around a, liz, i think this time it's going to be automotive, rare earths, i think it's going to be high-tech. i don't think it's bicycle to be

much about the agricultural sector. so when it comes to me investing, there's going to be some things like right now we're probably in the second inning of artificial intelligence in the tech sector. i like the things that have been down in to -- 2025. i like microsoft, i like apple, i like nvidia. i don't own them right now, but i'm waiting for a good time to do it because there is a lot more to this story than short-term tariffs. i don't want that to cloud my view of the long term because i'm an investor for the long term, not a trader for the short term. liz: i think that's excellent advice. kenny, you are more of a trader, kenny, so let's talk exactly habit to how you see this in the short term. >> listen, i think you have to be concerned, certainly, about some of the auto stocks and some of the tariff talk that's happening. but to scott's point, i think that people are starting to get used to the idea that the tariffs are going to be used as a negotiating lever, not necessarily be a tool that's

going to cause all kinds of inflation. because even if they impose the tariffs, it's going to be a one-time adjustment in prices. it's not going to be an ongoing thing. then the markets will get used to whatever those prices are. now, to that point, i think donald trump is going to continue to use them as a negotiating tool and not as punishment or as tit for tat the way that it appears to be. right? liz: okay. but we've got to bring earnings into the picture. so far the s&p, ab 62% of them have reported earnings, and it's a good picture certainly for profits. profits are beating estimates. eps by 75%. revenue, 62. that's a slight bit weaker but, scott, companies are doing really well, are they not? >> they are. and, you know, offline kenny and i have talked about this amongst ourselves. you know what, liz? at the end of the year i think, you know, inflation's going to be a bigger story than tear

tariffs. it really is -- liz: aren't they linked, scott? i mean, if tariffs make this more expensive, then inflation rises? >> some people want to link 'em. that's if the consumer doesn't have any other choice and has to buy that tariff product if or the consumer wants them or there's not a -- there's a lot of people long the supply chain, liz, that suck up a little of that price prize so by the time it gets to the consumer, it's nowhere near as bad as a it was. and, by the way, in 2017 is, 2018 we didn't have inflation last time around when we had all these tariffs. but tomorrow, cpi. thursday, ppi. we've got inflation numbers coming out this week. i say this, kenny's right, there's going to be a one-time reaction to some of these tariffs and maybe some new tariffs, yes. we're going to have to deal with that. but the long-term story is going to be cpi, ppi and inflation. and that's why i think you've seen some of these companies do better. they do better in inflationary times.

liz okay. we've also got to take this into account because it is expected to break later, but fox news has confirmed that tonight the donald trump will sign an order that a says all federal agencies must work with doge, the department of governmental efficiency, to reduce government work force. right now the government work force exceeds about 2.4 million people, kenny. so is there a trade there? if a lot of people are laid off, they'll be looking for jobs? if. >> so there's going if to be some that are looking for jobs, and i think there are some that are are doing -- already doing a kind of gig economy job, so so you may not see much. look at those as a potential opportunities because if a lot of these people get laid off and they're going to look for professional-type jobs, they're going to go to recruiters looking for, you know, office jobs, professional jobs where they're going to certainly help out. there's an opportunity to look at those. but i actually think a lot of these people have been working, like, two jobs at once while they've been working at home.

they've got this gig economy thing going. so i don't expect a complete disruption at all. liz: korn ferry -- okay, we'll be watching all of that and so much more. kenny and scott, wonderful the see you, gentlemen. thank you so much. say thank you. >> thanks. [laughter] >> all right. thank you. [laughter] liz: he was -- he was waiting for you, scott. [laughter] >> all right. [laughter] well, i'm staring at ernest hemingway now. i was in awe. [laughter] liz: all right. great to see you both, thank you. that's trader talk for you. big tech hypercamers are not the only -- scalers are not the only ones spending piles of cash. marriott about to go on a billion dollar spending spree, and investors don't really like it. what the global hotel chain plans to do with the money as the stock tumbles to the bottom of the nasdaq. and later, paypal mafia member keith -- is about to introduce

you to the founder of the hot start-up he says is nothing less than a work force wonder. the coastal adventures managing director is here live with the founder of the staffing platform that's already a win-win for warehouse employers and the workers they desperately need. how timely considering what we just talked about with the doge maybe getting rid of a lot of government workers who will be looking for jobs. it's a fox business exclusive. "the claman countdown" returns in just a moment. nasdaq and russell, negative. ♪ (vo) what does it mean to be rich? maybe rich is less about reaching a magic number... and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts.

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liz: fox business alert, investors are checking out of marriott international. shares are at the bottom of the nasdaq falling 5% after the hotel and resorts giant provided

disappointing guidance that overshadowed its top and bottom line fourth quarter beat. marriott's full-year 2025 the profit forecast, weaker than the street was expecting due to poor hotel performance expected in china as travelers in the region continue to to tighten their purse pursestrings. but maybe marriott's reading the room it's going to spend $1.1 billion to renovate hotels and add and gussi up new rooms. so we'll be watching shares of marriott. apple's china iphone sales might be sagging as well, but the stock is standing tall on news that it's teaming up withally baa what to help win -- withally baa if baa to help win over consumers. up 2.5%, alibaba with up 1.5%. according to a new report, the iphone maker has tapped the chinese e-commerce if giant to develop and launch apple intelligence features on devices there. if now, it's unclear when apple a.i. will launch in the region,

but this comes at a time when apple has been losing market share to the domestic rivals for months, particularly huawei which launched a.i. tools on its smartphones last year. shares of both apple and alibaba are moving to the upside at the moment, and as we said, we will be watching if this holds. i'll tell you what is holding, intel. jumping to the top of the nasdaq. those gains of 6.25% pretty much just slightly off the highs of the session. it's the second biggest winner on the s&p after vice president j.d. vance struck the a bullish made in america tone at the a.i. action summit in paris, france, earlier today. vp vance declaring the most advanced chips will be made domestically saying, quote, the trump administration will ensure that the most powerful 5679i. systems are built in the -- a.i. systems are built in the u.s. with american- designed and manufactured chips. many chip makers have already broken ground on fabrication plants in the u.s. end --

encouraged by the biden administration's chips act which passed with bipartisan support. when tech bros attack. when sharks attack. a.i. power players elon musk and sam altman taking their feud public after an a investor group headed by musk makes a hostile $97 billion openai takeover bid. altman publicly says, no thanks. but does the board of the chatgpt parent company have to consider the the offer in "the wall street journal" reporter who broke that a story answers the question next. and how much cash would musk have to pony up to take over openai? would the world's richest man have to sell a massive amount of tesla a shares to help fund it? if top tech investor dan niles games it out and shares his top tech stocks of 2025. and here's a hint, no mag 7s on the list. ♪

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>> the survivors of the nuclear fire called the war judgment day. they lived only to face a new nightmare, the war against the machines. [background sounds] liz: and that was hollywood. we got a real life robot battle playing out between two a.i. titans. just 24 hours after news broke that tesla ceo and x.ai founder

elon musk are leading a group of investors and that they have submitted a bid the take over sam altman's openai for $97.4 billion, the geek squad brawl heated up when altman wrote on elon musk's x, quote, no thank you. but we will buy twitter for $9.74 billion if you want. okay, so that's a troll, obviously. but musk got his digs in, calling the openai chief scam altman and a, quote, swindler. altman if went on to -- what are they, 4? altman went on to slam the offer on the sidelines of an a.i. summit in france earlier today. here's what he said to reporters. >> the company is not for sale, neither is the mission. we're happy to buy twitter. we can talk about that. >> it's not $100 billion -- >> it's not for sale. >> do you think musk's approach is from a position of insecurity? >> probably his whole life are. i feel for the guy. >> you feel for him is? >> i do, actually.

i don't think he's a happy person. liz: oh, boy. "wall street journal" deputy media editor jessica timke broke this story, and she saw sparked the madness. he joins us live right now. okay, jessica, what's the breaking news today? if because everybody wonders, does openai's board have to actually consider this bid, or can they blow it off azzam altman just said, it's not for sale? >> so openai is a nonprofit. so their fiduciary duty is to humanity. the board can make the argument that a it is not in humanity's best interests for elon musk to own yet another huge asset. having said that, this is a company a that is in the process of converting to a for-profit entity. so it was something that elon musk is battling in court, you know? these are two to tech titans that have been at each other's throats for years. remember that elon musk is a cofounder of openai -- liz: and he left, let's explain

this, because he wanted full control of it, right? >> right, exactly. liz: and he couldn't get it. >> he couldn't get it. he also has been making the argument for a long time that this should not be a for-profit company and that he feels like this is kind of misleading, that they're doing this whole transition. what's so interesting about this now is he's essentially could be setting a floor for how they value the nonprofit assets by saying you have to at least consider it's worth $94.7 billion. liz: okay. so that is an interesting number here, 97.44 billion. because recently when softbank said they would lee another round of funding, it was then valued at more than $300 billion. >> yes. but that is the entire company. what elon musk and his consortium are offering a bid for is just the nonprofit aspects. so it's a piece of it. liz: okay. so what happens next? is it just a mexican standoff where they just look at each other and nobody's going to

move? >> it sort of feels like right now it's a mexican standoff. you have some directors saying we haven't even seen this bid yet. our sources have told us that the bid has been sent, it has been sent to lawyers representing openai. so it'll be interesting to see if this goes beyond just them, like, yelling at a each over over on x. liz: well, it's already gotten ugly because elon accused openai of not keeping its original sort of missive and being great for humanity, and then in turn sam altman and company revealed e-mails that pretty much -- and we can show you some of these e-mails -- that pretty much indicated that elon musk was the one who wanted to take this thing into a more profitable area and convert is it. i mean, if we see this, you know, and we're looking at the open ark i board members right now too -- openai, but what do you make of that? what a did that the e-mail reveal about elon musk's actual motives here? >> well, i think that we can spend a lot of time talking

about elon musk's motives -- [laughter] but i think that that it just shows that these are two people who despise each other personally and also a have very different outlooks on life and is where this company should go. liz: so here is from if no 20th of 2015 where -- november 20th of 2015 where openai said elon had written an e-mail that said, well, the structure doesn't seem optimal. that would have been the nonprofit structure. probably better to have a standard c corp. with a parallel nonprofit which is exactly what sam altman and company are trying to do. >> right, exactly. so -- liz: so is this just sour grapes? >> this will all a help openai and the board, you know, statement and say we don't need to consider this bid. this is not a real thing. this is just part of this litigation and this ongoing battle between these two tech titans. he liz well, it's a great scoop you -- scoop you got, it's a really interesting story. open au, chat -- openai,

chatgpt, we'll be continuing to watch your column in the "wall street journal." thank you, jessica. >> thank you. liz: much appreciated. all right, one of the major concerns about another hefty musk purchase is how much tesla's stock he would have to sell and could that affect the shareholders. kind of already is. right now we are heading back down to the lows of session. shares down about 7% at the moment. adding to the ev company's rough i couple of weeks, so far this month alone tesla has tumbled more than is the %. -- 19. we're not even halfway through i, we're not even at a valentine's day here in february. could elon's hostile bid serve as a yet another distraction that further exacerbate's the he's lahr -- exacerbates tesla's stock ride? if here to answer that, niles investment manager, dan niles. dan, you've had an interesting investment relationship with

tesla in the past. you've gone is short it, you've owned it at certain points. how do you look ate right now amid -- it right now amid this breaking news? >> i think, quite honestly, most of this is noise, and it has to do with, you know, sentiment around the name. so if you think about it, was it justified that the stock was up 70% after a donald trump got elected in well, that's what the stock did, and the stock is more about looking at the future and are they going to launch autonomous vehicle robotaxi service, robots, etc. and it was coming down well before in this saga started. and that's due to one simple fact, deliveries for electric vehicles for tesla were down for the first time last year in over a decade. liz: yeah. >> that's why the stock went down. that's continued in the month of january because you get revenue figures from different countries or estimates from different countries of what those shipments are, and they still look like they are down

year-over-year. so if you look at what's going on with tesla's stock, it has a lot to do with the fundamentals of the business, and, you know, the rest of this is interesting to look at. but i don't think that's what's driving tesla's stock, and there was more data that came out today that showed in other countries revenues were down. liz: well, yeah. europe and a whole bunch of others and, clearly, the scarcity premium that the tesla once had in the ev world is not there anymore. so, i mean, would you advise don't invest in this company for that particular reason? >> look, i -- i'm a growth at a reasonable price investor. so tesla's a tough one for me because, personally, i think elon musk is an absolute genius. you can't debate that fact. it is factually correct. now, does that mean that you want to be friends with him or be married to him or have him be, you know, your dad? that's a totally different question. but as far as changing the world, he's done it in multiple different industries, and so i

admire the heck out of him for what he's done in technology. liz: of course. >> but if you look at the stock, it's got over 100 pe, deliveries are down this year versus last year. the stock clearly with today's move is oversold, so could it bounce? if absolutely. and as you said before, liz, you know, owned it in the past, shorted it in the past, but i think right now it's just, you know, it's probably going to trade more technically in the near term than anything else and so, for me, i have a lot of other names i would rather, you know, if you're owning it for the longer term i'm more interested in that are more value-oriented. liz: in fact, none of your names is a mag 7 name. and if we look year to date at the mag pa 7 stocks, it's certainly not like how it was last year and maybe the year before. of course, tesla's a laggard a here. meta has not done poorly, in fact, it's the on pace for something like its 14th record close. so it's up 22% year-over-year. the rest are hind of not exactly

beating the -- netflix is not a mag 7, is it? >> no, that's not. liz: yeah. okay. >> so if you -- yeah. i mean, if you look at the mag 7 in total, on average they're down for the year. the s&p's up 3%. five out of the seven of the magnificent seven are down for the year. so it's not like this is one or two years driving this down, it's pretty much most of them. and if it weren't for meta which is up over 20% year to date, it would look that much worse. and if as i've said many times, none of the mag 7 are on this list of my top five picks that i put out every year at the beginning of the year, but if i had to pick one or two, it would be meta and amazon. liz: okay. let me jump in here because you're not picking them, in fac- >> no, i'm not. liz: let's talk about cisco and ad track because it almost feels like they are a.i.-adjacent stocks in a way because they are the networking pieces of equipment that we really need to kind of move everything through

the pipes. >> yeah. and so you're exactly right, as i said when i launched those two as my two of my five top picks, last -- the last two years has all been about a investing in a.i. infrastructure and building tease big dataenters. i think what you're going to see this year is enterprises working on building out their networks and telecom service providers extending fiber to the home in different regions so you can get to that data and move it around and use it. this is sort of the next phase in my belief of that buildout as you move from i don't need to spend as much on a.i. cap-x for the infrastructure as i thought, but i'm going to spend some of that that on networking so i can get to that a data and move it around. liz: okay. and then, i find this interesting because it's not tech, you're like the regional a banks and as three we interest -- we see interest rates are looking to stay higher for longer? >> yeah. but you have to remember, how's that a bad thing?

if they can lend money at a higher rate, that's good -- liz: but don't they have a bunch of loans on their balance sheets like we saw two years ago in march when we had the regional bank crisis and that was a real problem? >> yeah. but they've gone through and fixed a lot of those issues. liz: okay. >> and also don't forget that you have less regulation under president trump, you've got more focus on the u.s. domestic economy. and so for domestic-focused banks, that's really good for them. and you saw that with earnings. and if you look at the bank etfwbwb which is our recommendation, it's up over 9% for the year already, and you should see capital market pick up. you're going to have more ipos, very large trading volumes this year to start with, and all of that's good for that portion of the banking business as well. so that's why we like those

names. liz: you like those names. and in the end, you like ijj which, of course, you're saying u.s. boils benefit the small to mid-cap names -- u.s. policies. great to see you, dan. thank you so much. i mean, interesting times, right? >> it always seems to be interesting one way or the other. [laughter] liz: well, you are one of the most followed portfolio managers on wall street and in the nation, so congratulations. you've had so many really interesting successes. thanks. great to see you. >> great to to see you too, liz. liz: team trump offering tax breaks for companies to bring their manufacturing jobs to the u.s. now one tech start-up is focusing on helping those companies that that a do that -- that do that find qualified workers specifically for the factory floor. paypal mafia member and coastal ventures' managing partner keith rabois is here with his ceo in a fox business exclusive. "claman countdown"'s coming right back.

dow jones industrials up 142 points. ♪

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liz: breaking news, president trump is expected to sign an executive order in the oval office at any moment now, and that order would order federal agencies to the coordinate with elon musk's department of government efficiency, or doge, to shrink the work force, the government work force, and limit hiring to just essential positions. the goal? to significantly reduce the size of the government. the president is speaking right now alongside the tesla ceo, and the federal work force -- so let's give you some numbers here. currently exceeds 2.4 million if people. the government spent nearly $300 billion on compensation to pay those civilian employees excluding pensions in fiscal year 2022. that's the most recent data we have.

for comparison, the federal government employed 2.13 million people at the beginning of the president bill clinton term. he cut the size of the government by 17% or about 437,000 employees by the time he left office in 1999. pretty high bar that the trump administration should aim to reach perhaps? if so that brings us to to how. well, french luxury goods lvmh is saying that it is new looking to expand its manufacturing presence here. the christian dior maker's ceo, bernard around know, saying he's been seriously considering bulking up the company's production if capacities in the u.s. citing a, quote, wind of optimism in the country. so maybe you kind of give people an option if they don't work for the government, they can work elsewhere here in the states. the news comes amid president trump's push for increased

american manufacturing threatening tariffs on the countries of global companies that don't make their products in the u.s. staffing start-up traba seems to be perfectly positioned for the current labor climate. the company uses artificial intelligence to connect businesses with light industrial workers, people who work in warehouses and factories. traba has more than a thousand light industrial customers and has already connected one million workers to businesses. traba ceo, cofounder and ceo mike -- and the first investor, paypal mafia member keith rabois join me now in a fox business exclusive. well, what timing, mike. i mean, this looks really interesting here. how would you foresee something like what is expected to be announced, and that is the president saying that all federal agencies must work with doge to slim down the work force, affect you? >> yeah. so there's going to be a lot of

americans that are going to be looking for employment. and whether you are a french manufacturer of bags or a food and beverage stricter that -- distributer, you're going to be to be looking for worker in the country in which case today these businesses are relying on over 27,000 staffing agencies the find workers, but they're not finding the right types of people. businesses are turning the traba to try to find high quality, vetted american workers to help them in their facilities. just like how technology disrupted the taxi industry, traba is improving the light industrial staffing firms with technology. liz: so i'm hearing you say that a it's almost like the uber of staffing agencies. you match a customer, worker with an actual employer. together on the platform. so what is it that you actually do to make sure that both sides are happy in. >> yeah. so if you had a traditional a staffing office a, you would have to to interview thousands of workers to really narrow down who were the right, well-qualified people the come to your facility.

with the advancements in art a official intelligence, we're able to actually interview thousands at scale and their roar down that worker or pool to find the right fits for facilities. liz: keith, you have made investments at cost la in if companies that have become incredibly like ative. they've gone -- lucrative. they've been very successful. what was it about traba where you saw i'm putting my money in, i'm the first to invest? >> two key drivers, was one how large the sector was, $40 billion in the united states, over 19 companies with over $100 billion in revenue but incredibly fragmented and broken. mike didn't mentioned but ott -- not only would they send the wrong workers, but their fill rating is about 46%. and you'd have the request these workers a week in advance. so it's very difficult to be responsive to american consumers, to demand if you have to decide a week in advance. and so mike has a fixed that. traba fixes that.

you can order same day. so if you need variable labor, literally on demand for today to get, you know, boxes unpacked to customers, you can do that new traba. liz: and do you think this is going to be a pegasus, not just a unicorn? a company that's worth a billion but actually can become profitable? >> we believe it'll be profitable. as you know, i was a partner at founders fund and a partner on -- [inaudible] we've collectively invested about $40 million in the company, so we believe strongly in the potential of the company. liz: can i ask you, mike, about pay transparency on the web site? can employees see what they're going to be paid, and do you have sort of a bottom level limit? >> yeah. actually, our workers get paid very well, and one of the luxuries we're able to provide to them is these workers get paid inabout thely after their shifts. so we can give those workers instant payment. liz: and company are happy to sign up in how many companies do you have signing up to hire

people. >> yeah. we're really growing extremely fast. we have over a thousand businesses. businesses are reaching out across the country looking for great american workers. actually, if you were to ask me back in november, only 5% of businesses cared about work authorization. today over 75% of our clients are asking about a worker's ability to work in the united states. liz: keith, before we go, do you think one day amazon, which has a ton of to warehouseses, would be a customer of track a baa? don't you know people -- >> potentially. but traba with enables people to compete successfully with amazon. it has the fixed investment capabilities that mike's customers don't have, but they have the ability to have variable labor and have a perfect p and l. so hopefully it's allowing true competition with amazon which i think would be great for everybody, including the american consumer. liz: so an amazon killer? >> we could also help them as well. so if amazon wants their mark market cap to go up, jeff, hit us up -- [laughter] make warehouses more efficient

rain -- >> as you know, shopify accounts for 13% of e-commerce today, and shopify merchants is have to fulfill it themselves, so they need to use light industrial warehouses disbursted across the country. liz: thank you for being here to inveil ill. 9. >> -- unveil it. a top tech analyst is giving a whole new meaning to the investment pits calling one company the lye kneel messy of -- lionel messi of intelligence. find out which company it is and why he says it'll be a winner for your portfolio. more "claman countdown" on the way. we do have the nasdaq turning negative can -- well, the s&p turning negative but just by a fraction. let's see if it can gut out a win. ♪

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liz: during his testimony on capitol hill just a few hours ago, jay powell said he was struck by growing numbers of debanking cases that have come to light following last week's hearings on the subject. let's get to charlie gasparino. >> the musk story is the biggest nonstory of the year for a lot of reasons like it's the nonprofit and i could tell him to pound sand.

wickedly underbidding and what the senate uncovered last week, first broke on the twitter page and evidence that the fed's examers holding -- examiners and crypto people to a different standard and basically calling them controversial and basically forcing banks to de-bank them was huge. today the big store is -- story is jerome powell said it's over. we're finding out stuff about the government that we could never imagine. crypto people dabbled in crypto and second amendment advocates being debanked by jp morgan, bank of america. they told me this, by the way the people at the companies told me rather than take a chance of being fined heavily by the fed, occ, the fdic, you name it.

treasury coming after them, they debanked them and anybody that was close to the line. that is over now thanks to this senator lumis who came up with this credible piece of information on the fed handbook about why to -- how their examiner should debank people and forcing banks to debank people and the banks now at least telling reporters like me that this did go on, and to me it's a huge story and i don't know how the federal government got away with it and someone dabbled in crypto and crypto might be used for, i don't know, money laundering purposes because your second amendment advocate and the somehow denied banking services and it's over. powell said it today. liz: charlie, thank you so much. big story.

web bush with the stock naming top ai performer "messi of artificial intelligence". joining us is international assets advisory ceo ed cofranchesco. lionel messi is the best soccer player. >> it's very expensive, liz. trading at 70 times revenue and up 5x in the last year. this company is on incredible win streak and they've been around for a long time and what's great about palantir, the last few quarters making a lot of money in the commercial sector. now administration in favor of

ai and understanding ai and investing in ai, palantir starting to produce on the government sector. these guys ragaini ellie know what they're doing and we believe they'll continue on this pace and the investing pub lek against them. >> it's down 3.6% and aft bell, does that help palantir that there's an infrastructure there. >> it's what palantir does and incredible company and for all the lord of the ring fans, e dig

the name palantir. >> i think the markets are hoping there'd be more cuts and taking pressure for the fed coming under and we're seeing a lot of talk in political ward and pundits with the foot to the accelerator in january and not so anxious to cut rates and same token, a lot think the fed was delinquent in raising rates and reducing them and we'll be okay with that. liz: got it, ed, thank you so much. mixed picture at end of the session. we'll do it all over again tomorrow. larry: hello, folks. welcome to kudlow. i'm larry kudlow.