i see what happens. for athleisure it's very competitive so the fact they would go to someone like kim kardashian it's not alarming but raising eyebrows for me but cheryl, skims, the product, i need more support in my life and i don't think that skims, for my girlies out there you know what i'm talking about. cheryl: i do but i won't com comment, i'll just let that one lie. so obviously we'll be watching these numbers coming out in the morning from walmart. kristin, always great to talk to you thank you, ma'am. >> thanks for having me. cheryl: that is it for making money charles is back tomorrow. liz claman over to you i'm not talking about skims again. liz: listen, never mind. wearing. okay, cheryl? you and i know apple shares rarely make big moves after a big product announcement and right now folks

see for yourself. it's exactly the same situation here. shares are barely higher, just a quarter of a percent to the upside or $0.49 after apple unveiled the iphone 16e. so folks this is a budget friendly price at least that's what they say. phone starts at $599 for comparison, the base phone iphone 16 starts at $799. new phone comes in ultra marine, tale, and pink along with black and white. this iphone 16e, may be bare bones but has apple's first homegrown cellular chip or modem chip embedded, all-important features but maybe some of apple's thunder is being stolen by huawei which headed apple off at the pass by debuting its try fold phone yesterday. that's what we're going to show you now on the screen to the right here. huawei has recently overtaken the iphone in china sales, but will it be the a.i. feature that

drives buyers back to apple? or is it the trifold thing where you flip it all over the place and it compresses to keep people with huawei? current demand for a.i. features and services have shares of a.i. data center server companies super microcomputers skyrocketing 17% right now. to the top of the s&p 500 the wires are calling smci the zero to hero stock, after plunging back in october, in the wake of a counting issue, the stock has literally barreled past other a.i.-related stocks and this year alone has spiked 110%. the recent gains came after the company guided for $40 billion of revenue but wait, wait, wait. in its fiscal 2026 year so way far out but they believe that's what the they make. some of the revenue could come from apple and its a.i. features who knows but the bulls can thank smci. if the s&p guts out a record close, yesterday if you blinked you missed it. in the final couple of seconds

of trade yesterday the s&p popped to a record close the second of this year. can we get a third in this final hour? any gain at the close will do it and we've got a gain of 15 points right now. we should show you hads u.s. farley a giants in the green, perhaps a reaction to tariffs president trump announced after the bell last night foreign pharmaceuticals will soon be subject to 25% tariffs but they aren't the only sector slapped with tariffs. we'll get you a live report from the white house coming up. you know if you look at the dow heat map leaders you can see the tariffs in the short-term can be a good thing for u.s. names like merck, which is at the very top of the dow 30 here, and you move it over to number four poll position, johnson & johnson looking pretty healthy. however, this is on a case-by-case stock by stock basis, as we will show you, coming up. take a look at the stock that knows no foreign boundaries. video game creation platform roblox has jumped 58% over the past six months as it pushes

innovation from every corner of the blocks. how will roblox take on to much bigger gaming rivals, microsoft and take two interactive as they push to take on roblox, the ceo is joining us in a fox business exclusive. that is coming up. folks we know this , we have another small plane crash. we're going to get you the details on that and brian kelly the points guy is here. this is interesting to talk about how fear of flying now might affect air travel and airline stocks, but in the meantime let's get to the floor show to talk markets. banc of america securities head of u.s. equity, seveda subramanian is here with us. we've got an interesting market here today and i'd point to the resilience of the dow bulls, because earlier, the dow was down 243 points, and look at it now, punched all the way back into the green, albeit slightly, but what does that tell you? >> i think what it tells us is there is still sideline cash. there's still a buy the dip

mechanism for the market, and where is that coming from? maybe it's coming from the 7 trillion in money-market funds that's just sitting there earning 5% yields, but you know, not necessarily that great of return in terms of capital appreciation and inflation protection, so i still think we're in an environment where we're climbing the wall of worry for certain parts of the equity market, and if you look at your board today, it's not necessarily just the old leadership, the old mega cap tech companies that are doing well. it's a broadening of the leadership to other areas of the market. liz: and schwab was with us yesterday and she pointed out that disbursement from the mag7. >> it's exciting finally something to talk about besides a.i., but i think that your point about tariffs being good for other companies in the u.s. market is actually a very valid point because what we're seeing is that while tariff risk is obviously potentially negative

in terms of import costs, it's also positive in terms of incenting multinational companies to expand their footprint in the united states, which i think could be a really bullish theme for u.s. liz: i have to smile when you said they are buying on the dip. it's a very small dip. >> very small dip. liz: like jumping off a pancake on to the floor. not a big dip today, and if investors are so bullish, what signs are you seeing right now that give you pause, just a bit and what do you do with some of your client's money? >> so, it's interesting, because we have a list of these 10 indicators that we watch very carefully, because we tend to see them kind of get triggered ahead of market peaks. at this point, we've seen 60% of them triggered. liz: the sign posts? >> the sign posts so we're at a point where six out of 10 sign posts have been triggered that get triggered ahead of a market peak. the good news is, ahead of the last kind of 20, 30 years,

we've had to see more than seven get triggered so we're at a point where we're kind of closing in on that market peak. we're not necessarily there and what i think is still very healthy is the u.s. consumer, jobs in the u.s. are the linchpin of spending and we haven't seen strong layoffs this quarter. what we're seeing is the typical january uptick in lay off announcements but things are still very healthy for the s&p 500 in my view and balance sheets of these tech companies, this is not the tech bubble of the late 90s. these big tech companies actually make money. they have healthy balance sheets. they aren't over-levered and they are driving a lot of the capex that we're seeing that's paying off. liz: okay we're at 6,144 for the s&p, your target is 6,666. forget about the whole devil thing. >> it was tongue and cheek because it's the idea we've gone from 666 in march of 2009 to wow! look at how well the market has

done since the financial crisis. liz: and the message in that is, over time, and long-term investing, will actually pay off, but do you see anything crowded in the index space where people are piling into indexes, likes, for example, the s&p or the nasdaq 100. >> sure. i mean, i think u.s. tech is a very crowded theme, and it's no secret that these companies have been great stocks to own. i think what i worry about is if these companies start to disappoint, that's a big part of the s&p that could drag it down. liz: gold is slightly down today, but it has been on an absolute terror. yesterday it hit another record of about $2,945 per troy ounce. do you think that's a signal people are going into gold? i know foreign governments are snapping it up. it's like they are drinking liquid gold. they want to have it on their balance sheets. is that a sign that people are getting ready for the deluge?

>> yeah, it's interesting because i think if you look at base metals in general they have generally done pretty well. dr. copper is kind of a harbinger of a better economic environment and copper prices have actually gone up quite a bit so i don't know if gold rallying is a sign of this is the beginning of the end, but i do think that the commodity complex could do a lot better today, because think about what all these big tech companies are spending, hundreds of billions of dollars on. they are building out capacity. they are building data centers. they are building and they require energy, metal, and you know this is a theme where instead of every company in the s&p 500 spending only on technology, tech companies are spending on everybody else, and i think that's the broadening thesis right there. liz: and they need employees as well. >> they need workers and that's where the u.s. consumption comes in liz: and the federal reserve fed minutes from the most recent meeting in january. they were unanimous in saying

leave rates where they are. they paused because they see a real balance at the moment with decent job creation, i mean more than decent, and decent economic data. >> exactly. liz: not a surprise that's the case but that may in the future be a problem if they don't cut rates just as the market hoped they would. >> right, but i feel like this is goldilocks and everybody is too scared to say it. this is goldilocks. we're in a good environment for equities. liz: let's end on a good environment for equities. thank you so much. >> all right thank you, liz. liz: great to have you. one-time ev superstar with a market value that once approached that of ford has run out of road in its quest to build electric powered big rigs. we'll tell you what happened in just moments. and president trump again as we said warning of massive tariffs on global automakers, chipmakers and pharma. we're going to take it straight to the white house for details and reaction on his latest tariff threats. "clayman countdown" is coming

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liz: breaking news. president trump's latest tariffs may have reached their intended target. the european union trade commissioner marcus shefkovicl announced the eu is "interested in making deals for mutual benefit" including lowering or eliminating tariffs on american vehicles. if that is the case, that is a big win for president trump, who yesterday, threw down another tariff gauntlet saying by april 2nd, he will impose 25% tariffs on the auto, pharma and semiconductor sectors, meaning foreign imports of

those sectors. we showed you pharma stocks earlier. big pharma ceo's will be at the white house tomorrow. let's take a look at u.s. automakers. specifically gm, ford, stallantis, tesla. we've got gm and stallantis down, ford and tesla up but the international automakers are all down right now. interesting. all right, meanwhile, to edward lawrence, live at the white house. this is an interesting breaking piece of news isn't it, edward? how are you reading this? reporter: oh, it is and the trade minister is here in washington d.c. actually. he's having meetings related to that, trying to come up with some sort of deal between the united states and the european union and that in the trump administration is the way to remove tariffs on this. now the president has upped his pressure on other countries through tariffs. the president specifically now singling out semiconductors and autos. listen to what the president said about his april 2nd deadline for reciprocal as well assaded tariffs. listen to this.

>> mr. president have you decided specifically what the auto tariff rate should be? >> yeah, probably will tell you that on april 2nd, but it l be in the neighborhood of 25%. >> with semiconductors and pharmaceuticals? >> it'll be 25% and higher and it'll go substantially higher over the course of a year, but we want to give them time to come in because as you know when they come into the united states, and they have their plant or factory here, there is no tariff. so we want to give them a little bit of a chance. reporter: so the president argues tariffs will force companies to move manufacturing here to the u.s. the current vice chairman for the federal reserve michael bar says companies and economic forecasters still can't see how this policy will play out. >> so there's a lot of uncertainty about the policy path for the government. there's uncertainty about tariffs who they are going to apply to, how long they are going to apply, for what kind of

products, how they affect final goods and intermediate goods. the extent to which they may be permanent or temporary. all that's uncertain. reporter: we've got several deadlines related to tariffs. now the united kingdom prime minister will be at the white house on monday. we also learned fox news' lucas tomlinson found out that macron, the president of france will be here next week. tariffs will be on the list for both of those world leaders to talk with president trump. back to you, liz. liz: holdup, edward. we have breaking news headline also, when it comes to cutting spending here in the united states. folks, moments ago the washington post reports that the trump administration has ordered senior officials at the pentagon to develop plans for 8% cuts to the defense budget in each of the next five years. the post cites a memo and officials familiar with the matter so we're popping up the i-shares u.s. aerospace and defense etf, a basket with a lot

of defense stocks in it. on the far right here just when that heed line broke, how it dives down a bit, had been in the green most of the day. it's not a huge drop-off down just under one-tenth of 1% but you see the reaction. regarding tariffs, they aren't the only thing with auto land on edge. investors pulling the plug on nikola. shares are crashing 37% after the heavy duty electric truck maker filed for chapter 11 bankruptcy protection. the company had taken numerous actions to secure a buyer, raise capital, clean-up its balance sheet and preserve cash but it wasn't enough to maintain operations. ceo steve gerski issuing a statement saying "like other companies in the ev industry we have faced various market and macroeconomic factors that have impacted our ability to operate." nikola has just about $47 million of cash on hand to keep the company afloat. as it looks to sell-off assets and reorganize, of course pending court approval.

well, the knit hats and gloves etsy sells are holding up but etsy stock is unraveling falling 8% on track for the largest percent drop since last may. the online marketplace for hand crafted goods missed on revenue and gross merchandise sales in the fourth quarter. etsy total sales sow a 6.8% year-over-year drop. the company said the results were due to a mix of customers tightening their purse strings. does that mean everybody? a mix of customers. it's a nice way of saying everybody. a shortened holiday shopping season and increased e-commerce competition with amazon and chinese retailers temu, shein, and bytedance tiktok shop. bumble, let's look at that getting ghosted by wall street down 28% after the dating app company issued a weaker-than-expected first quarter outlook and said it lost 57,000 paying customers during the fourth quarter. bumble also said it would discontinue two of its dating apps, fruits and official. in the first half of this year,

to focus on the core business. the move comes as bumble looks to revamp the company with the return of its founder whitney wolf as the ceo, that happens next month. she had departed in november of 2023 and since then, shares have fallen more than 57%. garmin soaring to an all-time high heading north up 11.6% the fitness tracker and outdoor navigation device maker near the top of the s&p 500 after posting a strong quarterly top and bottom line beat. they saw 31% year-over-year revenue growth in its outdoor watch segment as demand for fitness and adventure wearables remains strong. the company made famous for its nav systems also raised its full year revenue outlook to $6.8 billion an 8% increase from 2024 levels. the 2025 travel season is recalculating. do you hate when garmin said

recalculating after getting a rough start. a series of plane crashes has potential passengers worried about their safety in the friendly skies. the famed points guy, brian kelly, has flown some 2.5 million miles around the world. he is here next, first on fox business, with his travel tips and some ideas to conquer your fear of flying and buying tickets to go somewhere fabulous. the "clayman countdown" is coming right back.

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liz: breaking news. a deadly plane crash has killed at least two people at an arizona airport. according to the faa, two small planes collided mid-air at the murana regional airport several hours ago around 8:30 a.m. local time. the airport is an uncontrolled field meaning it does not have an operating air traffic controlled tower. the accident follows a delta plane crash monday where a jet flipped upon landing at toronto international airport and the january 29 tragic collision between an american airlines passenger jet and army hell over the potomac river in washington d.c. shares of the largest u.s. airliners, delta, united and southwest have been falling. nothing huge, but you could argue southwest has had its own issues laying off a lot of people so it's down the most down 5% delta down about 4%, united down one-third of a percent. while investors maybe not running and fleeing, what about

travelers? here to discuss the collective move is the points guy, founder brian kelly, joining me now first on fox business. he's out with a new book already sold out on amazon. i didn't know that could happen. how to win at travel and yes, the chapter on fear of flying is very very cogent right now is it not? tell me exactly how you view these crashes. you've flown 2.5 million miles. have you ever had anything bad happen to you? >> i had one incident leaving toronto to laguardia 15 years ago during a storm with two aborted landings and there was an off-duty pilot next to me going, um, this pilot doesn't know what he's doing so need less to say it was the first time in my life i'm like i'm dying, so luckily since then i've had aborted landings and stuff, things will happen. but i think people need to understand. travel is extraordinarily safe. the incident today in arizona, those were not professional pilots. you can get your private pilot license with as little as 40

hours in the air, so what people need to understand is our general aviation sector is extraordinarily safe and especially the bigger the plane you fly, in general the more experienced the pilot, so if you're flying to miami or london, those flights especially are very, very safe. liz: reality sometimes clashes with perception. there is a new survey out that shows now, and we can show it to you here. 64% of u.s. adults say air travel is somewhat or very safe. that's good but it's down from 71% last year. how warranted is people's caution today when it comes to flying in a plane? >> i think we've been inundated with news these past couple weeks but i know the travel business. this is in the rear view mirror. travel will continue to set records. people are traveling further. the white load just premiered and we're already seeing huge interest in thailand. people are taking bigger and longer trips and i anticipate january-february is a slow time for the airline industry but

just wait until we see those record travel numbers for this summer, but what we need to look out for as the president mentioned with air force one, boeing delays. aircraft delays are what's really going to weigh on the airlines from becoming more profitable. they were supposed to have much more fuel efficient aircraft larger planes, and the airbus and boeing are just years behind on those deliveries, which really hamper airline stocks. liz: we're now in the third or fourth year of analysts saying now is the we're boeing will come back but if you look at a five year or seven year chart -- >> it almost seems hopeless. liz: it's a great american company. they still haven't gotten their act together. we shall see. in that regard though, i want to move on from fear of flying but if somebody is afraid to fly or travel what's your bottom line message? >> know the facts. there is a statistic you have to fly for 100,000 years everyday to have a statistical chance of dying in a plane crash. it's much safer than driving but

keep your mind business it and also hypnosis can help and there is a service called dial a pilot which will, a real pilot will walk you through how it works and just how safe it is. liz: dial a pilot? >> it's a service, $65. it could make your travels easier. liz: let's talk about expensive air travel though. airfares have continued to go up. they say they don't could lewd but it's like they watch each other when one cuts prices or one raises prices, the others follow do they not? where do we stand on that? >> the airlines have consolidated so much and spirit airlines right now is not looking so good to come out of their bankruptcy strong, jetblue is struggling so as there's more and more consolidation, but you know airfare hasn't come up crazy amount. what's really -- liz: well 7% year-over-year. >> but not great, but it's not, we were seeing 20, 30, 40% post-pandemic. where consumers are getting crushed are fees and this is why travelers and in my book i talk about the rye credit cards to

save you from the fees, getting back to the airlines need to make money the other ways. they aren't getting the shiny new efficient planes so they are squeezing revenue out of every single passenger and getting the right credit cards can save you hundreds or thousands in fees these days you need to look at every tool possible to save you on those fees, those fees add up. liz: you're the reason i got the american express gold card instead of the platinum. >> dining and groceries. liz: four times the points. dining and groceries. i have to ask, you have a very interesting let's call it equation, to figure out whether it's worth it to use points. we've got it up on the screen so you take the cash price of the product, that be the ticket, right? and then the number of points required to redeem it and what should that tell you? >> so in general you want to be getting much more than one cents per point in value so 100,000 points at a cent each is worth $1,000 ticket. if you're not getting that, it's time for people to look at

getting credit cards. the chase sapphire reserve gives you 1.5 cents per point when you redeem for airfare or just getting a straight up cash back card. the airlines are starting to water down their programs it might make sense to get 2% back on everything you spend and then with that cash you can buy flights, invest in your kid's college, you have a lot of flexibility so i'm not quite there yet in getting cash back for everything but consumers, if you haven't changed your credit cards in a decade, now is the time. liz: now is the time, and if you want to go into more depth how to win a travel. the book. congratulations, and it's on the new york times best seller list. i didn't know that books could sell out at amazon. >> the audio book won't sell out and i narrated it. liz: oh, nice i like it. good luck to you brian. thanks. the points guy. well, the use cases for artificial intelligence seem endless. everybody is talking about what they can do and today, one company firing a shot across the bow when it comes to creating video games. will it upend the massive create

or community? we're talking about the future of innovation with the roblox ceo in a fox business exclusive. and when it comes to creating things just look at cake boss buddy valastro. his unique masterpieces vaulted him to foodie fame but it wasn't easy. bet you didn't know at just 17 years old, buddy had to find the strength and determination to keep his families hoboken, new jersey family's bakery open after his dad unexpectedly passed away. without a college degree, buddy said let me just try it, to keep carlos' bakely open but then he said can't i just grow this into a dough-making global machine? enter these extravagant over-the-top cakes with his signature fondant icing. that's how he said it. he became tlc's global cake boss sensation running a show that became a beloved source of laughs. buddy tells us how he did it all

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liz: fox business alert. you've heard about people using artificial intelligence to generate text and images, not on our screen right now. i font even know what that is. okay. here we go. a.i. but just had adobe which is allowing people to create a.i.-generated video but now you'll soon be able to use it to make content for video games. so, look at microsoft shares. they are getting about a 1.25% bump after announcing a new a.i. model of a video game

called muse, which helps users create different visuals and actions. this is the first-ever generative ai model that can create whole environments based off player's actions and other visuals. video game creation platform roblox has been putting the designing of these games in the hands of its users since it began. the roblox platform has 83.5 million daily active users and those users can either choose to play games made by other users or they can create their own games. joining us now live from the roblox headquarters in san mateo, california in a fox business exclusive is roblox founder and ceo david bazukki. so what do you think of microsoft's is it a shot across the bow in a way? they are entering a territory that you have been in and are entering as well when it comes to a.i. and morphing it with game creation. >> liz, first thanks for having me on the show. really a big fan, and this is so big and so interesting, as you

mentioned roblox is a platform and we have the big goal of having 10% of all of the world's video games running on the platform. part of that is how do we build really interesting and exciting video games, and right now, we have quite a few creators. we're in the midst of developing what we call a 3d foundational model. that is a model where literally, if or i describe an object, or even a game that we would like to see on roblox, you're going to see a first version of that emerge and just as we seen text and video and audio, ultimately video games are going to be created by a.i. we have such a large community and so much 3d data. we're going to be launching the first version of this in q1 of this year. liz: and what will the a.i. platform at least embedded in your platform, what will it allow people to do exactly? >> well, we've been innovating on a.i. for over four years, so

we have over 200 a.i. models running on roblox right now. we have predominantly used it for safety and civility and moderation. what you'll be able to do in a roblox experience, a couple things. one, many of us have watched project runway and maybe dreamed about being good at designing clothes and using a sewing machine. ultimately we believe many of us will be able to design clothes in roblox by talking about the clothes, which is going to really make creativity accessible for many many more of us. also, many of us would like to interact with historical characters, and once again, we'll provide both 3d creation as well as character creation for anyone building an experience on roblox. we just think it's going to expand creativity amongst all of our, as you mentioned, tens of millions of daily users. liz: i get it. expanding creativity, and there's room in the world for everybody, but there is only room at the top for one, so how

do you battle the microsofts of the world, not to mention the take two interactives. their grand theft auto 6 is going to enable people to jump in and start tweaking the game, just like microsoft's muse, and what you're trying to do so how do you make your platform more accessible, more interesting, and more sexy to people? >> yeah, i want to highlight, so just some fun highlights about the roblox platform. we have tens and tens of millions of experiences running on our platform, and this scans the gamut all the way from sports games so we just had nfl universe, a new fully-licensed nfl experience hit our top 25. we just had sponge bob sponsored by paramount hit our top 25. we're seeing really our vision is this type of 3d immersion is used for play, for brands, for interacting with things. interesting fact. five of the top 10 movies in

2024 had brand experiences on our platform, so roblox is really unique in being a platform many many people use to create an enormous variety of experiences on the platform and we saw that in q4 with some of our growth numbers. in q4 our revenue was up 32% year-on-year. liz: i know. you think i didn't see that. its been unbelievable and also, your most recent earnings report, let's talk about bookings really quickly. 2025 you expect between 5.2 billion and 5.3 billion. the midpoint is slightly below what analysts were looking for. i know the three-year picture which is what we like to look at is really inspiring. you continue to see massive growth, but do you see anything in the short-term that looks like a headwind to you? >> we see tailwinds, and we see more and more creators building a variety of experiences on the platform. we see tailwinds on older users which is growing north of 25%

year-on-year. we see tailwinds in enormous countries with enormous users like independe india which is g% year-over-year for users and hours. we see tailwinds in some of the top gaming countries like japan. it's growing over 50% year-on-year, so we're really optimistic about the future and if we run the numbers, 10% of the gaming market space, today is about $18.7 billion. that's the trajectory we're on. liz: i take that trajectory. it's good to see you. i know that you've got this sec investigation. you're part of an active investigation. bloomberg was reporting this. before we go i just got to ask. is there any insight you can give us on that? >> i wouldn't comment on the investigation. i would comment that we run an extremely tight ship here at roblox and we're really proud of that, everything we're doing. liz: david, please come back to tell us everything you are going to do and i want to see how the a.i. rollout works. >> going to be awesome.

liz: great to have you thank you so much. our countdown closer is a shark and he smells blood in the water when it comes to the markets. thomas martin martin is next and telling us which stocks he's chomping on and which ones are shark bait. (♪)

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liz: elon musk defending the price he paid for x over two years ago. the tesla rah ceo reportedly looking the embark on a new round of financing that would value the social media company at a that exact price point, $44 billion. charlie, can he do it? >> good luck. before i say this, it's really cold in new york today, and i was dreading being here.

liz: it's 4 degrees. >> i wanted to be in miami in the worst way. i called a friend, what's it like in miami? he said, don't come down. trump is in town, a i can't remember the exact financial initiatives, it's a lot of billionaires down there. they all a have their jets down there park parked in the airport, so he can't get his je? he's stuck down there. he said traffic is horrible, and trump is playing golf. he's playing golf before this whole thing. let's get to the story -- so don't go to miami right now. here's, i think, here's musk's two selling points when i talk to investors about this. it was broken by katie at bloomberg who used to be one of the people that worked with me here. she's a good reporter, you know? there's no doubt that that he's seeking that that a 44. he has to make two sales

pitches, because the money -- just because you break even doesn't mean you're paying -- it's still, like, a too expensive at $44 billion. 44 billion is something that you pay if the thing is making, like, 20% profit margins given where it is. it's not. so what does he have to do? he has to say two things. number is one is, you know, this is much more important than just what the dollars and cents says, what the balance sheet says. i elected donald trump using twitter. we leveled social media playing field. this is the new way of publishing. we're going to put video on here, this is going to be the next new york times or "wall street journal" or fox business or whatever. it's gonna be media. we are going to be bigger than media. he's going to make that point. the second point i hear he's going to make -- again, i'm hearing this secondhand -- is that that he's got an a.i. thing that he's doing that's compete if being against openai. it's called grok. he's going to to -- what i understand is he does use

twitter as a way to mine, he uses twitter to mine, he mines twitter for the information if in grok. so it has a double, essentially, a double utility. liz: well, he wants the super-app concept. >> right. but twitter is being used to create grok. so there is value that the numbers aren't showing. it's literally going to create the next generation of -- liz: you mean the content of twitter is being fed to grok many if that's like feeding an animal cotton candy or first entire life. [laughter] >> what was that one guy that was following me for a long -- the anal poet or manager like that. liz: well, we are represented by the company we keep. [laughter] >> listen, i don't pick who follows me. but i will say this, liz, there are a lot of great people on twitter. niall ferguson is on twitter. i follow him. and same with timothy snyder and

historian and david sacks. and guess what? they have really interesting things to say. and he's using -- [laughter] that as opposed to the affirmation, aforementioned you know what poet. liz: thank you so much. charlie gasparino. >> back to you, liz. a. [laughter] liz: okay. closing bell just under 5 minutes away. the s&p tracking for its second straight records close. that would be the third record of 2025. right now up 12 points. let's see if it can hold in the next four minutes. s&p 500 companies overall having a sweet earnings season. 81% of companies having reported, guess what a? if 75% of them have beat earnings per share estimates. 63% have blown past revenue if estimates. and fourth quarter profits are up 14.7% compared to last year. the s&p though, for its part, up about a 4% or so is year to

date. that's not bad, quarter to date, but there are european markets doing way better. so that makes this, perhaps, in the united states more of a stock picker's market, individual names. and our countdown closer is hunting for winners like a shark circling prey. thomas martin vp for globall investments. tell us how you came about a picking shark ninja as the stock you feel people should have in their portfolios. >> well, thanks for having me on your show, liz. if you have a shark and a ninja together, it's a pretty killer concept. it's a fun name. and i think we've all a heard of a number of the products that the they have. so this company went public back in the middle of 2023. we've been watching it, and it's done pretty well since then. you know, it's got a great management and a great lineup of

products. you know, it's consumer products and small appliances in a a lot of different areas. they're in 34 different subcategories. and their shark floor cleaning products was number one in 2023, and their ninja small kitchen appliances, number one four years in a row. they keep on innovating and making more products just, you know, a little bit here, a little bit there. they can expand internationally. and so, you know, for 2025 we're looking for growth in revenues of 10 is or so percent and growth in earnings of 12-15%. not a bad story. liz: no, not add -- not a bad story. it's done really well year-over-year, 109%. i know shark ninja well. they don't make all of their products, and they certainly source material from elsewhere. they don't get it all from the united states. how do you play in or do you model for a tariff effect? >> well, it's really hard to

model for tariff effects on anything, you know, these days because we just don't know what's going to happen, what the rates are going to be and what the actions are going to be. and certainly, shark ninja, that's a part of the story that is a potential risk. however, that news is known, and so far the company's been able to continue to perform well. we'll see what happens. but we think that the other parts of their business will allow them to price and to manage their supply chain. liz: okay. ap a loven is another pick of yours dub applovin, certainly a wall street dozen in the -- darling in the last couple of weeks. you like this name. i get it. we got about 30 seconds. make your case for it, because it has run up dramatically. >> well, you want to talk about words that go together like shark ninja, think about a.i.-driven, programmatic,

mobile 'tissing -- 'tissing. that's what this -- advertising, that's what this company is focused on. and they are able to expand and look to expand their total addressable market by maybe who two times in the near term and up to ten times in the longer term. that's what you want to see, a company that has a technological advantage, that can lower costs, that is incorporating a.i. and grow their revenues. liz: tom, good to see you, thank you very much. thomas martin. folks, we've got history for the s&p 500. two records in a row. the third for 2025 the, and if ever there was a day where it was showing that this is a resilient market, today is the day. the dow erasing a 243-deficit to close up 67 points. ♪ larry: hello re, folks. welcome to "kudlow," i'm larry kudlow. so elon musk is president trump'