after. i remember the guy. so i had discipline. when i went out and went to wall street where the action was i went to wall street and discovered andrew kind egg a, i realized how he built his model and my model is the andrew carnegie model, all commercial debt, finance and no equity. charles: only 30-seconds left. are you confident the great american experiment will keep going? >> absolutely. i believe in the model in america. the people have gotten lazy, feel that they are entitled and that is not a way to build america. charles: you are amazing. i wish we had more time. come back again soon. liz claman come over to you. liz: does he have a coordination? i didn't see one.

charles: he might have a few of them. >> yes i do. i do. charles: he has a couple. liz: he will hear from me. i hope it comes with dijon mustard. thank you very much. it was during this show yesterday we questioned whether the consumer would hold up amid so many questions about white house policy, whether tariffs on foreign goods would result in higher prices and the tariff threats, we are getting evidence they sent a jolt of fears through consumers. consumer confidence out this morning showing the biggest decline in three years. estimate was 102.5, prior was 104.1. the actual number for february came in lower at 98.3, so no surprise you would see the markets wall. the dow has been holding up well, we have a higher by one

hundred 97 points, the high of the session again of 273, the s&p down 15, the nasdaq has not seen positive territory, loss of 415, it is down 200 at the moment, russell 2,000 down two points. you want to see fear and concern, look at the 10 year treasury yield diving to the lowest level since december 11th as investors flee to the safety of government paper. to give you perspective it closed at 3.30%. it is at 4.29%. loss of confidence, the nasdaq getting hit hard it, tech in the crosshairs as profittaking takes home. the nasdaq at 200 points but you see the semi, a bunch of etfs, semiconductor sectors, spiders select semiconductor, all in the red and there is

tomorrow which wedbush analyst dan ives says will be a, quote, massive day for buckets that are heavily skewed negative right now, why tomorrow? that is when nvidia, the bellwether of all things ai reports fourth-quarter revenues, the price action in stock intraday, 10:21 eastern shares dose to a session low of $124, the bargain hunter started sniffing around and right now it is $4 above that, still one. 5% but to one hundred 28 and change. investors are starting to wonder whether the stampede by microsoft, google, meta to spend on ai data center build up was a beautiful fever dream from which they are waking up, analysts want the real story, the big release coming after the bell, set your dvr, jensen

wonk will be on "the claman countdown" at 3:00 p.m. eastern. we will break down the numbers, one on one, sales of nvidia's black welch that empowers ai data centers. the gap between supply and sizzling demand for the blackwell has narrowed, and how does jensen plan to deal with donald trump's plan to curb chip exports to china? don't miss my interview with jensen wong on thursday. with marketable missed, let's get to the floor show, jpmorgan asset management, david leibowitz and scott bauer. let me begin with you. you have been focusing on the consumer and what do we see? a confused consumer who is thinking i'm not as confident as i used to be. what does that translate to the market? >> you are seeing it in the consumer but also the business

surveys, the pmis for manufacturing and services. if you read through the quotes in the back of the report, businesses are becoming unsettled given the volatility around tariffs in particular. that's showing up on the consumer side whether you look at the university of michigan survey, the consumer confidence numbers this morning, the tariffs themselves this volleying back-and-forth of are they going to beyond, in terms of policy that is creating uncertainty and when there is uncertainty people wait and see and growth slows and that is what the market is sniffing. liz: they purchase from dollar stores and consumer staples and those are big green areas today, not so much consumer discretionary your tech or even we are looking at certain areas that look like they are capitulating if you look at west texas intermediate, same with brent, down 2% plus each.

when you look at things like that it makes you wonder what is happening in the market, what do you see? volatility is still looking calm. >> they used the word capitulation, midday today we saw a break to the downside, looked like there was capitulation going on, vicks at 21, we are used to seeing it upwards of 30, we saw the s&p at the bottom and that is when we saw risk off. there's a little bit of capitulation, can't go down further here. we are starting to see that. all the things you are talking about, the tariff situation, brings in uncertainty. the market does not like uncertainty.

uncertainty is great for volatility, we are talking mainstream, nvidia tomorrow, that could be make or break for the marketplace, to have blowout record earnings but the other big ones out there, this will come down to guidance, what are they going to say, should a little light, and you didn't need it, things are going to be okay. liz: in the short-term, nothing we can predict for the longer-term, companies that are richly valued and if you look at these, tesla, palantir, intuitive surgical, shopif emap, these are names with rich

bde ratios and they are getting hammered today. cosco is reversing but keep in mind cosco does have richer pe. do you wait for the broader market to come down in valuation? >> a couple things. those elevated valuations represent expectations, that is why guidance is so central not just in current earnings season but the past couple earnings season, when the market doesn't like what the company is saying about what lies ahead even if beating on revenue and earnings numbers, overall the macroeconomic data has been softening. that land land tough for gdp is around 2%, down closer to 3% during the back half of last year and this is what the market is digesting, combination of growth headed back to the long-term trend, uncertainty around policies in washington and that is

important to separate the signal from the noise because there's a lot of noise but if you look at what is going on, labor income, the jobs report, it's a positive signal. i think you purchased the debt but calling the volume is impossible. liz: you have questions about tariffs? what the actual number? what will we see beyond the 10% slapped on china imports coming to the united states? i want to point out, i'm asking to put your trader hat on and your longer-term hat. is everything that is very risky in peril at the moment? look at bitcoin? bitcoin trading earlier below 98,000, close, 87, below

88,000, it is at 87,947, the names attached to that are getting hit. is that a risk off trade? >> it is a risk off trade. i don't think this is a longer trend. this goes hand in hand with what you are seeing in the selloff in bitcoin and the equities and really highly overvalued stocks is the uptick not just where the futures are around 20 which historically is not that high. we have seen the last several weeks massive, i mean massive upside call line in the vicks up to april or may. strikes as high as 60 or 75. that could be just protection. it could also be the fear that maybe there's going to be one massive, won't say black swan event. i don't believe in that but one

big risk capitulation. that a little bit telling to me that we haven't seen the vicks futures move that much but this upside call buying is not stopping. liz: to finish out, what do you tell your clients to purchase at jpmorgan especially considering all these questions? let's not forget friday the pce, we get that inflation number. >> that will be softer than what we saw from cpi, a back rub when it needs one. we still have conviction for equities. we are looking at a more balanced profile embracing cheaper parts of a market, we find credit attractive here particularly things like high yield, the coupon of north, 7%, the volatility that is a third

of the s&p, particularly attractive given we view the economy is a growing concern. if we were worried about recession tomorrow we wouldn't have this much risk in portfolios but bumps along the road here but generally speaking the economy is okay. liz: we skirted recession so let's see if we can see that continue. thank you very much. a doughnut giant leaving investors with a giant hole in their portfolio. krispy kreme stock going stale. we will tell you why it is hitting an all-time low. later, chicken little sounding the alarm on superhigh egg prices. we have an update on the company people are going straight to for their daily dose of protein at a much better price. the ingenious business, live report, "the claman countdown" coming right back.

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dagen: the worst performer on the s&p isn't just having a bad day. they are losing power on track for their largest percentage decrease in three decades. down about 19% the utility company's fourth-quarter earnings missed wall street estimates due to weak demand in its texas unit. earnings fell 7.5% to $135 million. due to a moderate winter season, they cut for your guidance, talking about guidance guidance guidance, same with scott bauer, guidance on regulatory issues entire costs. we don't need guidance to know hims and hers is hitting the

skids, the earnings report is being overshadowed by the telehealth company's announcement that it will soon stop the sale of semi glue tied weight loss drugs. in may 2024 when massive demand for the brand of weight loss drugs like ozempic outweighed supply, hims and hers was given the green light by the federal drug administration to begin prescribing the compounded injection medication which contains the ultra popular men, that shortage is resolved. andrew dudum will have to notify customers to look for alternative options. they only do that when there is a shortage and the shortage is over and you pay full price.

makers of popular weight loss drugs like ozempic stand to benefit. eli lilly is getting a boost of 2.3%. it unveiled a higher single dose for $499. they powered higher on the session but shares have resourced and are flat to slightly lower. krispy kreme, the doughnutmaker, is an all-time low after reported fourth-quarter myths and week for your guidance, the company swung the to a loss of $0.13 a share after reporting a profit of $0.02 a share year over year. they made money a year prior not so much now. krispy kreme incurred $100 million loss for the sale of its majority stake in insomnia cookies and a security breach which cost the company $11 million in damages but it is not all doom and gloom for

the doughnutmaker. crispy cream is launching its products at mcdonald's starting today and expanding partnerships with walmart, target, kroger and customary. he has 150 million followers on tiktok and now mister beast has his eyes and money, we got to find this out on buying the chinese social media platform. one of his partners in the endeavor is here to a fox business extrusive to tell us what makes their bid different from all the other billionaires bidding on this thing. what makes judge jeanine p wrote --pirro's friendship, these powerhouses on different sides of the aisle, but the compass is so polarized, so much so that friendships have been destroyed due to political

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liz: the line of bidders for tiktok getting longer by the weekend the latest data may show why. according to send sarah tower, tiktok generated a record one. $9 million in gross revenue in the fourth quarter, that is a huge amount, the chinese owned apps is a revenue beast and one of its top creators wants in. mister beast has joined a group of investors opening their jaws to snap up the apps from bike dance with the 70 day time

limit congress has given, joining us now on a fox business exclusive, one of the lead investors, the founder of employer.com. that's not the official name of your group a great to have you. you've incurred a bunch of deep-pocketed people including anchorage digital ceo nathan mcauley but how did you get mr. beast to hitch a ride on your bid? >> mr. beast, a funny story, we met for ruth social media. one thing led to another from a tweet posted earlier this year, small world on social media. liz: he must know you, he said let me just bid on this thing

to say that because he makes a lot of coin on tiktok, number one on youtube, number three most popular on tiktok, millions of followers. how is his role being explained? doesn't have an exclusive deal with you, almost seems like whoever gets the nod he will jump your ship and go to that person. >> we are excited to have him on board. jimmy is fantastic. we put together one of the best bids if not the best hands down honestly. a very strong offer and excited to have him as part of the consortium, operating tiktok. liz: let's give the number, $30 billion bid you have submitted

to bike dance, they acknowledged they received, is he putting money behind this? >> not going to disclose investments directly on live television but we put together a really strong bid, not one or 2 very rich, highly funded companies but a group of some of the best minds in america and we are excited by the group we put together and we have the strongest bid for tiktok. liz: you are higher than frank mccourt joined with kevin o'leary, venture capitalists, on the show, their bid is $20 billion. elon musk's x could manage tiktok, larry ellison got a bottomless wallet and shown interest. what is so special about your

competition with them. mister beast mr. beast gives you a ton of attention, what else does that t you? >> that the point. the strength of the bid comes from folks who built successful business, revenue with no outside investment, and lots of great folks who built individual businesses that make a strong bid overall from a technology standpoint and execution standpoint. we feel strongly, we are excited about the future of tiktok being a free-speech platform. liz: you too are not bidding on the algorithm. bike dance has said they

acknowledged your bid that they've received, but to all parties, we are not selling, what gives you the sense that they will as the deadline fast approaches. >> we are in line with donald trump, to a very generous offer to bike dance to have an option, they have a favorable economic outcome and it is a win not only for bike dance, but having the ability to have ownership of our data, and also an american-led group, our entire leadership team will be all american individuals and we are excited about that opportunity to present that, should be a winning play and appreciate donald trump setting up this opportunity for ourselves and others.

liz: so you believe that tiktok will not be banned here in the united states if you can help it? >> that is correct. the likely outcome is donald trump saved tiktok in the next 45 days or so, a good outcome for all americans and users of tiktok. liz: if you guys when it, we know your background, you are an entrepreneur in technology, you started a lot of companies, you have that heart burning a molten core within you so thank you so much. >> appreciate you having me on. liz: sugar-free equates to dollars and cents in the den energy drink wars and celsius has reloaded by adding a new one to his arsenal.

if you haven't heard about it, look at the cans. they alone speak volumes. john field the is here to tell us what the acquisition could mean to his growing portfolio of energy drink brands, the price of eggs still on the move but jeff flock has one solution, less expensive eggs. >> reporter: someone who would make the eggs every morning, think i might have found it. known for building special bonds. no one wants to be known for cancer, but a treatment can be. keytruda is known to treat cancer.

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liz: waking up struggling to face those skyrocketing egg prices? you know you hide eggs hoping

nobody else will see, we have been following the explosion in egg prices triggered by bird flew, tearing through america's chicken coops. egg prices jumped 15%, that has consumers turning to a business we first profiled back in january of 2023. at that time the average price for a dozen large greater eggs started $4.82. a year later in 2024, as inflation slowed from four decade highs, the cost was $2.52 but here we are today even higher than january 2023, $4.95 and a lot of you are paying a lot more than that, jeff flock was the guy in 2023 who first introduced us to this rent a chicken business. i'm dying to hear how it is doing now. >> inflation was driving up the

price of eggs and this is my front yard, these chickens of gone wild in my front yard, i've got one in my hands that i have managed to catch but now it is as much about egg security, people go to a store, they can't get an egg and have your own source, not a bad idea. >> her chickens in the coop and they lay eggs, you don't have to worry of the store has eggs. >> reporter: you bring the feed, bring the chickens six months, how much? >> start at $500. >> reporter: doesn't seem like a whole lot. not really to save money but you get a better egg. >> when we talk about the price of the coop. if you go purchase your own coop you will spend $1,500 on coops and chickens and our price point is well below that. >> reporter: these things, this

guy over here, unless you chase them they might run. must pay. come on now. come on, geez. they really are kind of like a pet in some ways. i like the redheads. in the coop even have dark-haired and a gray hair in their too which is more high-speed. liz: stay away from the redheads, we are very tough. can i just know what kind of -- not free but eggs the right there in the morning. >> reporter: how much is your business? you are doing a fine business.

>> we have exploded. fans have been ringing. to find more chickens and every day is a new adventure. liz: the amish make these coops and they are well constructed. they make this handmade and -- liz: how many eggs? do they turn out? >> reporter: you get -- from each chicken if i got four chickens, four eggs a day. >> 2 dozen eggs a week. >> reporter: they don't do 7. >> they lay for 6 days in a row and then take the seventh day off and i'm not joking. no yolks here. >> reporter: chicks that make me breakfast every morning. can't top that.

liz: i actually have space in my closet. thinking about it. >> reporter: it is legal in new york, i looked it up. liz: shares of dr pepper, 7 up popping on solid, fourth-quarter sales of refreshment drinks, even if the coffee business is struggling, not the only buzz in the beverage space, celsius holding shares popped 30% on february 21st after announcing the one. $65 billion acquisition of wildly popular health and energy drink company, and markets itself to a female corralled, the cans are gorgeous if you care about the cans. more than half a billion last year alone. right here on set, john fieldlee is joining the now.

this is a big purchase at a time a lot of companies are holding onto their dry powder? what my spending on this? >> the opportunity, sugar freeze drive, and the portfolio brings the female consumer, we are number 3 energy drink player and that turns us into a mega player in the energy category with 16 shares, really competitive. liz: i am making a big deal of the cans that they have fallen into hawaiian shirts, they are very colorful but what else does it offer the doesn't cannibalize from your celsius business? >> ice is out of this world, great flavor but it is health and wellness. if you think of the energy category, go back 10 or 20

years ago, young male, thrill seekers, today in the energy category it is mainstream. if you look at the way retailers are going, 12 packs, 8 packs, a large portion of purchases continue to grow and what that means is consumers stocking up and bringing it home. part of the pantry, part of that daily lifestyle, daily routine and these amazing brands were born in fitness. liz: we got consumer confidence numbers today, so much concerned about tariffs, sourcing, is that an issue? out of louisville, the manufacturing -- >> we manufacture in 28 locations. you're looking at aluminum cans, and these two brands, we built at celsius and further leverage and shareholder value.

liz: you beat earnings expectations in the fourth quarter but the stock is swimming over the past year. what do you want to say to investors? this comes through officially, will help it, what do you think will get the stock moving in the direction you are most familiar with from years back? >> both brands contributed 50% in 2,024. we have woken up the competition. over the years, sugar-free is the driving category. we have the action-packed innovation plan the back half of this year. we are excited and well positioned in these trends will get stronger. liz: when i interviewed you, got some celsius and i use it on an as-needed basis because it has a lot of caffeine but the sugar-free, i'm trying to cut down on sugar.

sucralose, that is a synthetic sweetener, is it not? the people are becoming more aware of trying to stay natural in many regards. >> this portfolio, mostly accepted sweeteners on the market, one of the best alternatives to sugar but there's a totally sugar-free movement taking place, less calories, totally refreshing, great taste, 7 essential vitamins, both these products are multiple vitamins, we are excited about that, are in the future. liz: market share and advantage considering everybody is coming out with energy drink, energy -- it's not an easy business. what is the number one thing you are concerned about in the coming year? >> celsius, 16 share, multiple

portfolios, being a single brand competing in the facts paste highly competitive, you're always being leaned on so having a portfolio approach will give us another letter to pool. a strong number 3 poses an. the beverage category, new brands coming to market, we are used to that. we are focused on where this is going. liz: come back when you have the new flavor. you want a hint? >> mango lemonade will be out of this world. liz: you are welcome back. thanks very much. the world's richest man cuts government spending and redundancy, some inside the white house telling charlie gasparino they doubt elon musk can find his stated goal of $2 trillion in savings. charlie is breaking that next on "the claman countdown"?

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♪ ♪ ♪ liz: breaking news, ukraine's president volodymyr zelenskyy

plans to travel to washington on friday to meet donald trump after officials agreed to terms on a draft minerals deal. but ahead of that, charlie gasparino has some breaking news. >> my sources are not in the, you know, the ukrainian parliament where a lot of this stuff is coming from, but earlier today i reported and it got a lot of pick-up on twitter, it also spurred a bloomberg follow-up, that the business community who has direct ties -- and and i have good sources in the business community if because i was at davos, i spent a lot of time with them, the pin chucks, one of the major people, i spoke to some of his people, and they expect a large ukrainian investor and businessman if expects zelenskyy to to sign on to this deal, that this thing is going to be signed by him imminently or in the next couple of days. he's going to get an investment fund, which blackrock, jpmorgan, mckenzie are probably going to be a part of. he's going to get some protection from the europeans to

enforce what borders they come up with. he's going to have to give concessions in terms of land. if this does happen, and it's the always an if because this is a crazy story as you know, liz, and it's, you know, we're talking about tree years, you know, so many people dying. i got to meet a lot of ukrainian soldiers that lost limbs in this. this is a resilient country. it's also a country that speaks english. everybody is smart. if this thing does happen, that business with is going to take you have -- take off. there's going to be so much money flown to the ukraine. obviously, they've had a corruption problem in the past, they're going to have to deal with that, but i am telling you, that country is going to take off from an economic standpoint. it is ripe for investment and especially now it's going to have rebuilding with at lot of american money. again, the headline here is zelenskyy is, i'm being told by the top business people that he's likely to sign this thing. so watch it play out in the next couple of days. let's go to elon, because you teased it. elon many -- and doge, we were

just talking about investors, tesla nervous hate that he's spending so much time, the stock is down -- liz: down 9% today. >> 9% today, that's amazing. elon has said he's going to whack out $2 trillion out of the budget over 10 years. we're hearing from inside the white house that that number's being revised down dramatically. liz: yeah. >> something like $500 billion -- the. liz: if they're not going to cu cut into -- that a may come next. listen, there is a template if here of doge. you get efficiencies, you cut out waste, you apply that same doge method to medicaid, medicare, social security, the big entitlements, this covers, what, 16% of the budget. you could cover the rest of it that way. apply it to defense spending, to all the spending. that's where i think long term this kicks n.ly say, this liz, and people are going to

criticize, oh, the it's only $500 billion, he was just making up numbers, $2 trillion. if they get $500 billion, that's a lot of money we didn't have in the past -- liz: of course. but don't overpromise so wildly. >> well, you're talking about elon here. [laughter] you're telling me to tell elon not to overpromise? this is the guy that said we got a deal for 420. liz: and he said we'll -- full self-driving. full self-driving. >> i will just say this, do not underestimate him. i think invest investors are selling him short by selling out because he's come back in the past. and $500 billion even on a $7 trillion budget, which is what we have, is pretty good. that's really good. i'll take it. i'll take my -- and i bet that helps the 10-year. the 10-year yield, we'll owe 5%. liz: and we can understand why tesla share holders are a little concerned because the headline is the company's sales fell 45%

in europe last month. >> and remember what we reported here previously, he wants to spend four months doing this. liz: yeah. in d.c. >> they're going to go nuts. his shareholders are going nuts. liz: charlie, thank you very much. look at the markets here, exactly kind of where we started the top of the hour. the dow is still up about 186 points, s&p down 24, nasdaq down 253. let's bring in rob hayworth, he manages $505 billion, senior investment strategist at u.s. bank wealth management. rob, we got data on housing, we got data coming tomorrow on housing, pending home sales. the stuff today was home prices. so you like real estate, just not residential. which part of real estate are you advising people to buy? >> yeah. we really look forward to the commercial space. we think there's still opportunities if we look across the industrial sector, across the telecommuneoccasions sector, even across data that centers --

communications sector. we think there is room within the space for -- reit space, we think there's room for investors to garner that income as we see particularly a lower 10-year treasury yield. perhaps lower rates from the fed this year, and that should continue to support income for investors. liz: again, the fed is so key here. they are in pause if mode at the moment. they're not dropping interest rates, it doesn't appear like they intend to for the next several months. you don't take that into account and say, hm measures, this might be still a problem, or are people getting inured to the 6.5, 6.9% 30-year fixed, etc. >> i think particularly when we see home prices still moving higher, what that that's telling us is there's demand in the housing market. we're still seeing lots of demand for housing from the if sidelines even though affordability is a challenge. and it's good news for the consumer that we still have a 4% unemployment rate, average

hourly earnings growing in the 3.9% range, right? that is helping consumers get into those houses as long as we kind of still have a decent labor market. liz: you know, rob, we're getting nvidia earnings tomorrow after the bell. it's a big deal. people are saying it is a massive day. it sets the tone for all of tech the after the bell, and then we'll see what happens thursday when we have jensen huang. but about 15 seconds here, what are you looking for in do you till like tech in. >> i think that'll be a great interview, and i think, yes, we still see goods things for tech in the long run. without it, we don't have innovation in this economy and, ultimately, the growth rates and investment are still there. liz: rob hayworth, so appreciative that you stopped by with the the claman countdown." here we go. we do have a mixed picture still, but watch tomorrow. again, a very big day ahead of earnings and even bigger on thursday. see you then. ♪ david: hello, everyone, and