jeffery: how about a smaller film? us on our next round, independent, something that gets less attention? ann: this has been such a great year for first time filmmakers, and one of them is this woman named celine song, and she has a new movie coming out called past lives about a young woman whose , family emigrates from south korea when she's 12 and she has to leave her best friend and kind of schoolgirl crush behind. she ends up moving to new york to become a writer and she and her old flame reconnect online. it is just this acutely observed, delicate, sensitive, just, i think, a beautifully wrought drama. it's a love story we don't really see very often on screen. and celine song has just brought it to life with such subtlety and style and flair. i'm a huge fan. jeffery: aisha, do you have a couple of the smaller or more independent films, something you're really looking forward to? aisha: the first one i would say is the angry black girl and her monster, by newcomer bomani jones. the premise really intrigues me beca

jeffery gundlach spoke with cnbc yesterday.o more rate hikes and mania which is a sign in the market >> it leads to valuation which is scary with the inverted yield curve and fed saying they will raise further. 19 on the forward earnings basis. those forward earnings are exaggerated in a recession >> he is looking at what you are looking at with the direction of the market and other macro factors out is side of the huge run up is the s&p overvalued? do we have concerns about the selloff coming up? >> well, i think yesterday the fed was hawkish. more than we expected. when you look at the data points we have been getting, meaning ene inflation, we see it going in the right direction. that is down from 9.1% peak. ppi down p from 11.7% peak we know that the core came in at 11.9 in the last meeting it is expected to be 3.p 5 t -- 3.5 they want it at 2% they are not realizing it has come down substantially and we will slowdown in the economy overall. it was a surprise. i don't know if it is doom and gloom, frank earnings have stayed

you just heard hakeem jefferis. he is talking about you, you are not a serious person he said. >> it's not he said, this is damaging joe, no it's not it's not about damaging the president is equal treatment under the law, one standard of justice, that's what this is about, 60% of the country believes the d.o.j. and fbi had a different standard, double standard and they believe that because it is true and you can see it day after day after day and frankly year after year because it started back in 2016. john durham told us how wrong the investigation was, crossfire hurricane about president trump. this is has been going on for seven years and that's what were trying to get changed. the biggest take away from the whistleblower that chairman smith talked about and release the transcript, the biggest take away, the u.s. attorney wanted special counsel status. if you can give special counsel status to a u.s. attorney investigating the son of the sitting president and former vice president, who can you give it to, why wou

let me ask both amanda and jeffery, are you open to the idea of making adjustments to these benefitsonger for the rest of the country? >> i have a question for mr. christie as a fellow parent of four. >> martha: okay. i like you in your campaign and hope to tell the truth about all things that they more importantly all children can survive and thrive to that end, i'm so interested in knowing what legislation you would hope to pass that could curb the rise in gun violence in this country, climate and poverty and protect the teaching of racial education in public schools and access to abortion care. choose any of those. those are the issues that are close to my heart. >> martha: amanda is a registered democrat and two undecided republicans. >> strong republican. >> let's deal a few of those issues. they're complicated. when you talk about new gun laws, look at the hunter biden case today. that's a gun law on the books. you're a drug user or abuser, you're not allowed to apply for a gun permit. that law makes perfect sense. except today we're seeing it's not enforced. my problem with ad

. >>> ceo jeffery dunlack said the fed was hawkish in rhetoric, but not action. >> i think jay powellas a difficult job right now because as steve pointed out, he realizes that we're at a turning point on the inflation situation and on the economy yet, there are people dedicated to the lagging indicators like employment and labor market and looking at core cpi, it lags it just does i don't really understand why the fed is making the same, i think, mistake that they made a year and a half ago, but in reverse. they are not looking at the high frequent data. >> to pan out the conversation further, i'm happy to say managing cio is here with me in person let's recap what the fed said yesterday. many are calling it a hawkish pause. what do you think the intention of the fed was over here is it they want to signal they are not done yet with the rate hiking cycle >> i agree that the indication is hawkish pause i think what the fed is trying to get to is a soft landing. i think we have seen the peak rate i believe the pause will be longer than the market expects if you look at the 1970s, the f

jamie dimon is immersed in that because they were essentially the banker for jeffery epstein for many. he has to explain that. that will tar him. >> neil: and then his china connections. wanting to continue to do business with china. that gets closely scrutinized in a run for president. >> neil: and you have to -- >> it gets bounced around by your opponents. you get attacked with it. he can wake up tomorrow and say i want to run for president. i don't care. come and get me. from what i understand right now, he wants to be president. he doesn't want that stuff thrown in his face and run for president. he's got a family. it's rough stuff. being a businessman is a different animal than being a politician. that's why trump was interesting in the sense and ross perot before him, you and i remember ross perot. they were guys with really thick skins. they really will punch you back. they -- donald trump in particular was in many ways a businessman. but also a showman. the apprentice. he understood how to do this better than guys like jamie dimon that are protected by these flakes usually. >>

leader jefferies, and i think as _ minority leaderjefferies, and i think as well leader mccarthy forts to his desk after passing the senate, and we do expect it to pass — the senate, and we do expect it to pass the senate with more than — to pass the senate with more than 60 — to pass the senate with more than 60 votes. after it's a done _ than 60 votes. after it's a done deal, i think you will come _ done deal, i think you will come out _ done deal, i think you will come out and take another victory— come out and take another victory lap. come out and take another victory lap-— come out and take another victory lap. let's remind the viewers what _ victory lap. let's remind the viewers what exactly - victory lap. let's remind the viewers what exactly is - victory lap. let's remind the viewers what exactly is in i victory lap. let's remind the l viewers what exactly is in this deal we keep talking about. at what exactly has been agreed between white house leadership and the speaker of the house, kevin mccarthy. they have agreed to suspend the debt ceiling until 2025, meaning the gover

. >>> jpmorgan chase has reached a tentative deal with sexual abuse victims involving jeffery epsteingstanding relationship with the bank. according to one of the lead lawyers representing the victims, the bank is willing in principle to pay $290 million in settlement. the deal would settle a lawsuit filed last november on behalf of victims ranging over a 15-year period who were teenaged girls and young women at the time the abuse occurred. >>> about 45 million americans may have to start paying their monthly federal student loan bills again in october 2023 for the first time since the pandemic began in march 2020. according to the department of education, student loan interest is set to resume on september 1st of 2023. the board of ed said it will be in direct communication with borrowers well before repayment starts. >>> and busch light is releasing busch light peach, a new limited lager just in time for summer. it's available in 23 states in 12- and 24-ounce cans. >>> up next, one last spin for pat sajack. the host of "wheel of fortune" announces he's leaving the game show. we'll t

a 7.5% gain the other cruise lines are sharply higher as well jefferies came out.worth the buy, and it is likely a long term investment. does that suggest that this volatility might be over? they are slapping it with a $25 price target. ashley: smooth sailing which stu would roll his eyes because he hates puns and things like that but good stuff. lauren: i'm not sure if that's true. ashley: oh, he does. lauren: its been a great week for carnival. ashley: thank you, lauren. clayton fuller, former white house fellow, joins us now. clayton, good to see you. your reaction to the ruling today by the supreme court says the biden administration can't just hand out more than $400 billion in student loan relief. >> well, i think it's first off , thank you so much for having me. ashley: of course. >> but yeah, this is not a surprising ruling and something that i think reflects just years and years work on the conservative side to make sure that we have a conservative court that we need to deal with these types of issues at the supreme court level and increase freedom across

like, the lookout, jeffery's. they're very supportive. they love to have these events because they bring a lot of people, a lot of business for them. >> reporter: that's why alicia says it's time to stay united. >> as we've been since the 80s, since this business has been open, the castro responds to these things together as a community. it's really somethin to be proud of, and i'll always love this city. >>> and taking a live look at another event happening right now in san francisco. the 34th annual march is taking place at dolores and 18th street. if you're headed to the parade tomorrow, expect a lot of traffic. muni wants everyone to know that many downtown bus lines are being rerouted. bart is expecting peak travel time sunday to be from 10:00 to noon heading into downtown san francisco, and from 4:00 to 8:0 heading out of downtown. sf bay ferry is also adding additional trips on sunday. >>> and police will take ocean extra steps to ensure it will everyone stays safe. they're canceling off days for max patrols and also on high alert

no matter what way . hearing about the us and bass, the jeffery of any a saying hey uh, how being good. see uh, go to overstep them all. look here against, uh, so be i should say wiki leeks is exposed. uh, i'll be in courtesy as a person who was involved in activities that worried the state department years ago with the leaks the person in a company. that, of course, revealed lots of the american policy. how, how do you think good. the discussions went on in brussels, that just oldenburg presumably took a phone call from blinking while blinking publicly says, steady on, they send in, what does the 700 troops mostly was young, italian man on gary and men into kosovo, to hit ethically. so people there on the board. well, uh my opinion is that the western leaders and the real crafts, like, uh, including those that you mentioned, they really don't know how to handle critique right now. they. they made this frankenstein. uh, they helped him become the so called prime minister of the so called cost of a government. and now he is behaving really as if he is a leader of the independent state a

first sion, a i published by jeffery dang, of george washington university, is features translations of key chinese discussions about a i development. another newsletter is a r supremacy. it has a paid option and a free one. it's a good fit for those of you who already have some knowledge about artificial intelligence. finally, 2 websites for those who are into a i, and want to dig a little deeper distributed research institute and the incident database. and we will continue to generate stories on a i, as well, using all of the tools at our disposal, including journalists. we'll see you next time here at the listing. the the basically entities just the un fits the purpose was like many critics sites just pub solution doesn't get anywhere near enough done to the amount of money that is put into a hard hitting into b. c. think about to the minus on washing it's enough for money to go on its own and to build picks on thoughts providing on for centuries, people have been taking care of our so i have every confidence that future generations will do it as well via the story on told to how

but jeffery young, a candidate for governor shift ultra kentucky. it's great to see it. thanks very much. thank you. thank you the, the us, well doing what it does says stop sanctions on more than a dozen people and entities in china and iran, accusing them or procuring technology for the development of a bronze ballistic missile house. but is it too little too late to ron? it's just on veiled, it's 1st i have a hypersonic miss always we understand it can go 15 times, the speed of sound correspondent use of july. now it's by the timing of the sanctions is really significant. it sense some serious messages messages to iran and it shows that washington is really concerned about it was a growing military advancement, especially in its missile program as the sanctions came shortly after iran unveiled its 1st domestically built hypersonic muscle, dumped the 5 top which is capable of traveling at 15 times the speed of sound and is able to penetrate all defense fields. the running military officials say that this muscle marks a big generational leap in the countries missile pro

no, because we do remember the famous telephone call with jeffery p at the us in bassett, or to ukraine. i right before the cool i and her very flower, lea language, which i cannot use on this program. but you know, this is the essence of it all here. this is, she also said i didn't write it down for our program, but you know, ukraine will become like the epicenter of global democracy and all this kind of, i'll be to, it says out a was gushing, but it was, it was a also galling but here's is woman very far away, very well said, well funded and she saying go into the meat grinder, we're right behind you. it's extraordinary larry, a book. but the, the same picture is worth a 1000 words. a victoria new language and joy, heavy, her sure dictionary because that would be there with toxic and delusional. so she would at least have 2 definitions that would be associated with her. her image. i have never in my life seen a situation like we are seen with respect to ukraine, where they continue to announce the impending counter offensive. can i offer my readers? it's on our 21 dot com to do a thou

helen jefferies, how — opposition would have handled. you feel when you hear that? this transcends political manoeuvring. this is far more important. t manoeuvring. this is far more important-— important. i agree that it is personal— important. i agree that it is personal but _ important. i agree that it is personal but it _ important. i agree that it is personal but it is _ important. i agree that it is personal but it is not i important. i agree that it is i personal but it is not personal to boris _ personal but it is not personal to borisjohnson, it is personal to me and every— borisjohnson, it is personal to me and every family who lost someone when _ and every family who lost someone when they— and every family who lost someone when they should not have done. in circumstances that were horrific and have blown— circumstances that were horrific and have blown my family apart. this will happen again, not in the same way, _ will happen again, not in the same way, but _ will happen again, not in the same way, but something of this magni

alix: one stock to watch is jefferies reporting second-quarter results after the dell. the big wall street banks will report in a few weeks time. let's look at today's wall street beach. sonali: it's a great bellwether to see how the other banks will be doing in certain businesses but last quarter to this quarter, investment banking is under pressure and jeffries and everywhere else but jeffries had a big boost from trading, particular income trading. it may be trip -- pressured for the big bang for jeffries will give a sense of him at rest are there is. the other interesting thing is they've been hiring pretty aggressively. they've expanded in asia and the united states and higher for many european banks in particular, particular credit suisse but also barclays. how does that impact profitability and the long term when they are still bringing people on when other businesses are under pressure? guy: is everybody convinced trading is going to decline the second half of the year? the deutsche bank ceo said he thought it would not. got them up -- he thought the volatility

just this morning, jefferies had a note out talking about how enterprise spending can come down by 2025% just by the adoption of ai over time. wow. that really hurts the providers of that, though. but then, guy, you know, to the broader point, sort of the winners and the losers, right? like how do you pick them? and also we could still be in a bubble, but it could also still be a good secular. it could still be a real trend that we're going to see for the next few decades. the internet changed everything. the internet completely shook everything up and changed the economy forever. this is probably more significant than that. but we went we had to go >> are in aai bubble. i 13 multiple for one of the best businesses in -- on this globe with geopolitical issues nonetheless but that doesn't feel bubble like to me. you look like businesses like merval. they trade at a 20 multiple. they are catering to this ai landscape. that doesn't seem too punchy to me. guy: it is difficult to pick. maybe it is by the lot of them. it has always been the biotech story. at some point, they are going to ge

upside risk on the back of the china stimulus and notes it has been a laggard and jefferys is upgradingom hold to buy the recovery is in the early stage and both are baked into the stock price. sands is unchanged wynn down 1.5% >>> time for the check of the headlines with nbc's phillip mena in new york phillip, the skies are a sight to see. >> something we have never seen before in this part of the country. good morning, frank. there are developments in the jack smith investigation into former president trump's handling of classified documents. the doj was told on monday that the former president is a target in the classified documents probe. a justices department spokesperson declined to comment. >>> president volodymyr zelenskyy says hundreds of thousands of people are without drinking water after the dam was destroyed and flooded the area over 1 million acres will be ruined >>> finally, check out the video of hawaii's kilauea volcano. it rumbled back to life this week this is the fourth eruption in three years. officials say the activity is confined to the crater and poses no threat

jefferies raising its price target on netflix. ai will help with the next set of stocks >> turning our attention to the biggest global tieszing convention currently in full swing in france, industry leaders grappling not only with a potential pullback but more on ai julia boorstin with a special guest. over to you. >> reporter: thank you so much i'm joined right now by roku ceo anthony wood you're here in cannes talking about your stock up 62%, but still down 82% over the past two years rchl you concerned about economic uncertainty impacting the advertising side of your business as well as the consumer side >> if you look at roku's business from a big picture pinl of view, we're the leading streaming platform in the united states streaming is extremely important. we're in cannes talking about traditional advertising to streaming. we had 10 million newtive accounts last year half of the broadband households in the united states start their tv experience with the roku home screen our ad business is great for us. it's cyclical and th

that's why you see jefferies down grading from a buy to a hold with wynn with the dividend got reinstatedig deal. even if the share price isn't coming through you're earning something if you hold it >> what are you hearing from the industry about china, and the alleged recovery yes, they've had a reopening, but not as robust as we expected it to be are you hearing anything >> macao has been more robust than expectations. here is my sense talking to people who know macao and followed the progress here we saw las vegas completely insulated so when other things were slow to recover, las vegas just boomed. people were sick of being locked up we were locked up, what, a few months, maybe a year look at china and how long they've been under lock and key, and so the minute those borders get opened, the pent-up demand is there and fueling whatever else is at stake in terms of the chinese economy. if you've saved money, you're willing to spend it now. that's what they're seeing >> contessa, appreciate it contessa brewer. jimmy, delta airlines is trying for its 15th straight positive day? >> they ju

carnival cruise lines in the opposite direction adding to big gains on the year as jefferies upgradeswriting, quote, we cannot direct the wind but adjust the sails. and apple hitting a huge milestone to end the week and quarter, officially crossing $33 -- $3 trillion. >> got pmi, let's get umish as well rick santelli. >> yes here's our june finals, carl we take the mid-month 3 and toss them 63.3 mid month read, 64.4 becomes the new read, the second best read of the year for our june final, only second to 64.9, which was the first month of the year. that's the headline. current condition improve from 68 to 69, also the second best read in a year outside of february when it was 70.0. 61.5 on what lies. that's 0.2 better than the mid month at 61.3. that still remains the best level since february when it was 64.7 and here we go with the inflation numbers. one-year inflation 3.3 it remains it was 3.3 in the mid month read and 3.3 is the lowest level since march of '21 if we look at 3.0, five to ten-year inflation rate that remained mid-month read was 3%. 3% the lowest since march when it

the lookout, jeffery's, they're very supportive. they love to have these events because they bring a lot of people and business for them. >> reporter: that's why alicia says it's time to stay united. >> as we have been since the 80s, since this business has been open, the castro responds to these things as a community, and it's really something to be proud of. i will always love this city. >> reporter: the celebration continues here, and also at civic center plaza ahead of tomorrow's pride parade. >>> 18th street in the mission castro area is flooded with thousands joining the dyke march. dolores park is packed. they say the march is a time to come together and advocate against racism, poverty, as well as sexism and home phobia. >>> if you plan on heading to the pride parade tomorrow, expect a lot of traffic. public transit is an option, but many downtown bus lines are being rerouted. bart expects peak travel time sunday to be from 10:00 to 2:00 and from 4:00 to 8:00 leaving. the ferry is adding additional trips sunday morning and e

i can't even wrap my brains around it, and leader jefferies remarks about standing up the middle classple who are going to be paying the most are those in the middle class who saved to buy a home. it's madness. >> i just don't know how they can say it with a straight face, but if the pushback fails in the senate, and this becomes a part of the way we do business, what would it do to the housing market do you think, mitch? >> look, the problem with the housing market on a very macro basis, ash, is we don't have enough supply of homes for the people who want to buy them, which is what's being even though the prices fell this past month, i mean, prices are still from prior to the pandemic up on a median dollar $100,000, so, affordability is a huge problem so you just made it less affordable for somebody who has saved their money to buy that home so this can't be good for housing market and i don't think that the folks who have bad credit are going to be able to secure a loan anyway, so again, this makes no sense and we need things that help the housing market. nothing that hurts it. ashle

what's your takeaway >> it's been one data is coming in better than expected, and i think jeffery's comments about data being weak or signs of weaknds, a lot of that is either market-based data or soft data if you look at the hard data, things like instead of looking at pmi, looking at industrial production, they remain resilient, you haven't seen enough weakness in the data to suggest the fed needs no make an about-face >> we've wrestled with this idea of who's really in charge. have the bulls gotten it back? jeff makes the case. obviously, he's the bond king. he's a bond guy. he's going to make the case in some respects for bonds, as he did. but it is a hurdle to get over, that there is -- there are other attractive securities to be investing in besides equities, still, whether it's cash or fixed income >> i think the real question, and the issue for the market, if you want to try to get if market higher, if that's what your goal is, it's all those people who are buying 4.5% one-year treasurys in the middle of march that were flooding the market and pulling money away from the stock market

and here to break it all down is jefferies' chief market strategist david zervos. want to get your thoughts on the two major headlines from that large conversation as it applies to the u.s. and markets. jay powell saying he does believe there is more restriction coming while policy is restricted it may not be restrictive enough he said he wouldn't rule out the idea of consecutive rate hikes, that this isn't pause isn't indicative that we could see an every other meeting phenomenon and that 2% target for core cpi, inflation, not attainable until 2025 what do you make of some of those headlines today? >> everyone, sara, yourself included, interpreted it all correctly. it was a hawkish message i think he's trying to temper market enthusiasm for the skip, that it's a skip and not an extended pause in all likelihood what the two consecutive meeting statement was all about. i think the core pce, they focus on, has been steady now for five months at 4.7%, it's giving them trouble. it's concerning. he's expressing that concern and telling you they have a reasonably long jo

majority those races could make the difference between speaker kevin mccarthy and speaker hakeem jefferiespolitics sunday." don't forget that tomorrow is the premier of "inside politics qwestpolitics" dana bash every week day from 12:00 p.m. eastern time and thank you again for sharing your sunday morning with us. have a great rest of your day. sam who make...? ...everyday products... ...designed smarter. like a smart coffee grinder - that orders fresh beans for you. oh, genius! for more breakthroughs like that... ...i.i need a breakthrough card... like ours! with 2.5% cash back on purchases of $5,000 or more... plus unlimited 2% cash back on all other purchases! and with greater spending potential, sam can keep making smart ideas... ...a brilliant reality! the ink business premier card from chase for business. make more of what's yours. (vo) with their verizon private 5g network, associated british ports can now precisely orchestrate nearly 600,000 vehicles passing through their uk port every year. don't just connect your business. (dock worker) right on time. (vo) make ieven smarter. we

i also want to commend other congressional leaders, house minority leader jefferies, senate majority leader schumer, senate minority leader mcconnell. they acted responsibly and put the good of the country ahead of politics. a final vote in both chambers was overwhelming. far more bipartisan than anyone thought was possible. so i want to thank the members of the congress who voted to pass this agreement, which i'm going to sign tomorrow to become the law. here's hot the deal does. first, it cuts spending. over the next ten years, the deficit will be cut by more than $1 trillion. that will be on top of the record $1.7 trillion, $1.7 trillion i already cut the deficit in my first two years in office. and it's clear, we're all in a much more fiscally responsible course than the one i inherited when i took office four years ago. when i came to office, the deficit had increased every year the previous four years. and nearly $8 trillion was added to the national debt in the last administration. and now we're turning things around. that's good for america. you know, my dad used to have an e

they don't want mccarthy doing deals with hakeem jefferies, the far left on things like the farm billefense bill, the appropriations bill, coming up but we want your reaction to gop congressman mike lawler on this. watch this. >> i think my colleagues need to recognize as i said back in january, when we had the speaker vote. the vast majority of our conference is unified, and we will continue to hold firm. we're not going to be overrun by a handful of folks. you have to work as colleagues. you have to work in good faith, and i think when they get over their little temper tantrum they need to show up to do their job come monday, because i will be here to do mine. liz: okay, you know, we get it. we heard that, right, donald, but here is the problem with what he just said. it's not just a temper tantrum. gallup now finds america has turned back to being more moderate and conservative on social policies and the economy, and more and more americans say the u.s. is on the wrong track about seven out of 10 say that. you know, so that's what's happening with americans, so, you know, the polit

this is what the house of representatives has become, az hakim jefferies and nancy pelosi summed up yesterday do-nothing republican controlled congress. that is why this censure resolution is on the floor today. extreme maga republicans have no vision, have no plan, have no agenda to make life better for everyday americans. >> the other side has turned this chamber where slavery was abolished, where medicare and social security and everything were instituted, they have turned it into a puppet show. a puppet show, and you know what, the puppeteer, donald trump, is shining a light on the strings. you look miserable. you look miserable. >> joining me now is david jolly, msnbc political analyst and former republican congressman who is no longer affiliated with the party. jamelle bouie, "new york times" columnist and cohost of the unclear and present danger podcast. welcome to the show. i want to quickly start with david, because they look miserable, but i mean, robert, one of my producers, his statement in our meeting earlier was, what's their counterargument to that, no, we don't look miserable,

jefferies bumping it up to $25 from nine dollars. the reason why, they are thrilled with josh weinstein's performance so far, the new ceo. he took over last august. they say he has had a positive effect so far, when you look at the sales boost and marketing efforts. carnival up this morning about 3%. not having a great day is nike. tom: wait we have got to stay in carnival. i have not had a vacation since christmas. we are looking at a four-day western from miami florida to $244, average per person. two person room. this is, people love this stuff. have you ever been on a cruise? katie: no, do not trust the ocean. tom: ok. katie: a lot of people love cruises. you have seen the travel stocks do well. tom: tough travel weekend. you see how she said that? katie is like, shall we move on? katie: let's talk about nike. after the bell yesterday, down 3% premarket. quarterly profit just missed expectations. it was the outlook that investors are not too pleased with. full-year revenue for fiscal year 2024 expected to grow mid single digits a

. >> we talk about the love for nvidia but in pharma world the love for eli lilly continues jefferiesapeutics buy was terrific lily and their weight loss diabetes and their alzheimer's the love continues it is everybody's favorite big pharma and it's remarkable what you get with other pharma companies, the ceo is doing an amazing job. >> larger than j&j in market value. that would make it the largest >> isn't that incredible. >> j&j, aaa. doing the split. >> the ozempic effect? >> yes. >> the american brain foundation, don't ask why, and what's really interesting is that a lot of people do believe that there is going to be real -- real all time zer's hope and that you will have to take an mri, you'll so where there's plaque in your 50s. >> roll it back? >> it's an important drug. j&j, obviously - >> that's a moment. >> yeah >> how about tonight >> we'll run a special tomorrow, i got to tell you, i want to reiterate we make jokes about the ride but jim farley, he is doing things in america, i don't want to -- i know nvidia is popular. i don't want to minimize what he's doing for americ

we have a salesforce.com system at jefferies and we would like the system to do more work for us, instead and think we'll see it but it better stories benefitting more short term salesforce will benefit. i don't think it's because of a.i. but other factors we like the story. >> that's good pretty candid and frank stuff there. appreciate it very much on big names. >> thank you. >> we'll see you next time >>> as we head to a break, let's give you two stocks to keep an eye on in the auto sector tesla would be if it ends today up a 13th straight day of gains for that stock the company now has a market value that does exceed $800 billion. also check out shares of toyota. that company announcing plans to roll out a full lineup of next generation battery evs in 2026 right back after this. he's the owner of petsworth vetworld. business was steady, but then an influx of new four-legged friends changed everything. dr. petsworth welcomed these new patients. the only problem? more appointments meant he needed more space. that's when dr. petsworth turned to his american express business card, which of

three years after the start of the pandemic which is pretty incredible >> joining us to discuss, jefferies, raising her price target $50 a share now and has a buy rating on the stock. good to have you here. >> thank you so much. >> what stood out from the investor meeting >> delta is reiterating its targets for 2023 and 2024, but putting out there that pricing is sticking, up 15% over 2019 levels we assume pricing is flat next year in 2024 but delta is saying that's sticking. having just come back from the paris air show where aircraft delivery delays are happening, capacity is constrained, we think we're becoming much more bullish on pricing being maintained and airlines being a great way to play this. >> you do believe that they will be successful in holding price the way he seemed to indicate? >> certainly 15% pricing above 2019 levels this year and next year seems easy to do given delta's premium customer base growing faster than its main line business. >> at what point do you see a real shift, though, in consumer demand you said they believe prices can be sticky, but traveling is stil

us is a roth capital partners director raising the price target of amazon to 155 from 130 and the jefferiesood morning to both of you. rohit why double down on amazon after it's had such a good run >> thank you for having me i think amazon is the under appreciated full stack a.i. play that's how i would call it estimates have bottomed out. i think aws estimates are the key hereand i think they have bottomed out and extend any news would be perceived as good news. then as a.i. and as more full stack a.i. are going to commercialization happens i think the best bet is amazon heading into 24. we like amazon given the three-pronged advertising, commerce and cloud play and each have a.i. applications that can further kind of the lead versus any of the other companies we like amazon, like it a lot. it is something that we should be heading in buying more of in case tlhere is any perceived softness as well. >> it's up 50% plus this year. you think the a.i. story is still being under appreciated by investors? >> even more so as far as a.i. story, i think the cost cutting that they have been doing, k

it is jefferies downgrading lvs and wynn they call the macao recovery the new normal and while it remainsse dynamics relatively well understood by the market and approximately priced in. down about 1.5%. the dow creeping with the flat line briefly went positive we'll be back in a short minute. meets bold new thinking. ♪♪ at 87 years old, we still see the world with the wonder of new eyes, helping you discover untapped possibilities and relentlessly working with you to make them real. old school grit. new world ideas. morgan stanley. if you have this... and you get this... you could end up with this... unexpected out-of-pocket costs. so if you're on medicare, or soon to be, consider this. an aarp medicare supplement insurance plan from unitedhealthcare. medicare alone doesn't pay for everything. and what it doesn't pay for, like deductibles and copays, could add up to thousands of dollars. medicare supplement plans help by paying some of what medicare doesn't... and making your out-of-pocket costs a lot more predictable. call unitedhealthcare now and ask for your free decision guide. medic

signi deposition, he was unaware of that and documents show staley at jpmorgan chase said he spoke to jefferyeveral times. back to you. >> where do we go from here, eamon? >> reporter: the next thing is testimony from jes staley. what has been leaked to the wall street journal indicates staley, former jpmorgan chase executive, who saw the private wealth accounts, is at odds with jamie dimon. staley said he did brief dimon dimon said he was never briefed about epstein and didn't know anything until 2017. we will see what staley has to say in the deposition scheduled for june 10th and whether or not he is willing to say that under oath on the record and then where we go from there is you are looking at court case going public in september and they will have to sort it out. which one is right >> june 10th will be interesting. eamon, thank you >>> coming up, data from china sparking concern as the hang seng index flirts with bear market territory that is next reminder, you can watch or listen to usive lany time on the cnbc app can be the mos thrilli. there's an abundance of reasons to get started

addressable market for space flight is still a moving target right now demand outpaces capacity and jefferiesarket in the coming years. >> thanks, morgan. thanks for making the trip out there. coming up, breaking economic data when "squawk box" returns at no upfront cost. s sometimes you need a second opinion. [coughs] good to go. yeah, i think i'll get a second opinion. all these walls gotta go! ah ah ah! i'd love a second opinion. no. i'm going to get a second opinion. with innovation refunds, there's no upfront cost to find out. so why not check like i did for my small business? take the first step to see if your small business qualifies for the erc. >>> seconds away from initial jobless claims and the final revision to first quarter gdp. futures indicated higher across the board. rick >> we're expecting our last time around the block, third time with respect to gdp and initial continuing claims we could serve stress enough how much importance that we put on those numbers. on the gdp side, we actually see a jump from 1.3 up to 2% it's very unusual to see these types of moves when you're th

let's go to jeffery calling from temple hills, maryland, on the republican line. good morning.r: good morning. good morning. i was listening to your guest's comments and while i agree with some of what she said about the prison system dealing with black americans, i do agree some of that, but i think black lives matter started when they recognized that a disproportionate amount of black people were being killed by police unnecessarily. i know movements take on different layers and they begin to morph into things that perhaps they weren't supposed to be at the beginning, but i think the origin had a very legitimate case. now, i am not -- i don't believe that black motorists or black defendants are always mistreated, but there was a trend happening and nobody understood why. that's one issue. but secondly, donald trump did bring some economic prosperity to the country. a lot of people benefited. but i don't think there has been another candidate in american history that has done some of the things that he has done and still garnered support, which raises a lot of questions, and i

let's go to jeffery calling from temple hills, maryland, on the republican line. good morning. good morning. good morning. i was listening to your guest's comments and while i agree with some of what she said about the prison system dealing with black americans, i do agree some of that, but i think black lives matter started when they recognized that a disproportionate amount of black people were being killed by police unnecessarily. i know movements take on different layers and they begin to morph into things that perhaps they weren't supposed to be at the beginning, but i think the origin had a very legitimate case. now, i am not -- i don't believe that black motorists or black defendants are always mistreated, but there was a trend happening and nobody understood why. that's one issue. but secondly, donald trump did bring some economic prosperity to the country. a lot of people benefited. but i don't think there has been another candidate in american history that has done some of the things that he has done and still garnered support, which raises a lot of questions, and i a