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coming up next, fundstrat's tom lee. he reacts to today's sell off and reveals the names that he would, in fact, be buying on this dip. he's at post nine after the he's at post nine after the break. power e*trade's easy-to-use tools, like dynamic charting and risk-reward analysis, help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities in the market. e*trade from morgan stanley. ♪♪ with powerful, easy-to-use tools power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity. e*trade from morgan stanley how to get. >> a better. >> price on their meds, i. >> tell them. >> about single care. it's a free app accepted at pharmacies nationwide. before i pick up my. >> prescription, i. >> always check the. >> single care price. >> it's quick, easy, and totally free. >> to use. single care can literally beat. >> my. >> insurance

joining us is tom lee from fundstrat and cnbc contributor.o remember you sort of being positive overall about the market this year, but with some trepidation near term. most of your calls, recently, have been less on the strength of the economy and more on inflation data. some of your -- when you were calling things, s&p is going to end the week 8% higher because of inflation or something. we got inflation this week. there are concerns. i tie a lot of the weakness in the market to that. are these important numbers? >> it's important because, as you know, we've been correcting now for almost a month. 23 trading days and this wednesday is an important day because it's a possible turning point for markets and i would like to see cpi come in below .25 or so. i think that would give that jolt of confidence to markets on top of earnings, which is going to be a positive catalyst, but for investors in the near term, they have to ride out the volatility because yields here have made people nervous. not necessarily deteriorate to the long term outlook,

is rarely military forces in gauze, and will continue to run down house than in journalist as one tom lee and recklessly as they have before the ceasefire. because they will claim in some ways that the journalist is risking some violence to and so i really would hope that they keep their flak. jackets of helmets on their target is not really have that. but the palestinian people and the palestinian cause of the palestinian drive. that's why they have been targeting media. they have been targeting anybody who tells the truth. this is a communication strategy. their strategy of hiding the truth about the criminal ultimately there was one man who can bring it in to israel's war crimes in gods, and the program's taking place in the west bank. donald trump, just prior to returning to the white house, trump took credit for forcing israel into the ceasefire. now that he's in power, he's acting as though he doesn't have it. this hours there weren't. and when commenting on what causes future may hold, trump sounded more like the property developer. he used to be then the political leader he has si

here to take on those questions is tom lee, a cnbc contributor. tom, good to see you. happy new year. >> happy new year to you. >> so, first off, tom, what is your diagnosis of what the market has been contending with here in the last several weeks as we have gone sideways and had sort of this negative skew toward market breadth? >> markets kind of did flail into the end of last year and the first day of 2025 and i think it was trying to digest a few things. the pretty dramatic move in long-term yields and the dramatic drop in yields in china. i think there has been some concerns about macro issues, saw some events over the past few days. and i think there was general profit taking and some sort of, like, let's wait and see how 2025 is given we just booked two 20% back-to-back years. >> and do you think that those things will remain overhangs? obviously, you certainly is a bullish orientation, you feel like the s&p 500 can get to 7,000 by midyear before perhaps a pullback. if we're getting from here to 7,000 in less than six months, you're talking about, you know, 35%

tom lee out with a new note on that t

>> i love tom lee. and i'll take anything to go ahead and point to a bullish year. but i'm not a subscriber to that rule but that's okay. at the end of the day if it ends up proving true, i'm all for it. i think the first six months of this year are going to be incredibly bullish. i am less decisive about the second six months of the year because as you chronicled in your last segment, there are a lot of issues to go ahead and attack on the hill and we need to be prepared for a lot of unexpected events to come out of this trump white house. maria: yeah. and we see that already playing out. we had breaking news yesterday on sunday morning futures with house speaker mike johnson telling me he's aiming to send one reconciliation bill to trump's desk by the end of april. how important are the tax cuts in this bill for investors, david? we've got tax cuts, energy permitting, border money, and deportations as well as now lifting the debt ceiling, all aiming to go in one package by the end of april, trump's first 100 days. that's a high ceiling to get to. if it doesn't hap

christian: jusma dragon lee, tom, obviously devin ramey or trying to strengthen relationships with theistration. but there is most notably and we saw yesterday in the oval office a political partnership -- by shift here. on new rules on diversity and inclusion on protection for civil service. but also on the cultural issues. tom: yeah, and i think from london, they are probably looking across at all the razzle-dazzle in the u.s. and sing to themselves, we are ok so far. great britain has not been mentioned. you. the united kingdom has not been mentioned. by donald trump. the tariffs, will, that so far, mexico and canada. so i think they will probably be quite coveted at this stage. but as you say, it is an enormous challenge. i was quite struck with an article that lord mendelson who is burton's. to be the chief diplomat in washington wrote on fox news, of course, very carefully worded. he picked up all the major points. he courtroom's victory a comprehensive victory. he called him a great campaigner. he said he was straight talking, dealmaking instincts. he said the u.s. was right to

lee. rosemary oroczo. tom vacar. great discussion so far about sort of what what type of new year's celebration we, we enjoy, whether it's kind of the over the top thing with huge crowds or just kind of a mellow scene at the house. the other option is you don't celebrate with anybody. you just you sounds great. and that's what i usually do. >> no, no, no, my nerves. i'm gonna go and celebrate. >> no, no. but sometimes. look, i mean, especially when you have kids, it's like, no, we're not going anywhere. we're not trying to drag these kids to anything. we're going to be at the house and we're just going to hang out and. and to that end, right. if you live here on the west coast, you can you can just watch the ball drop in new york at 9:00 at night. and you can you can call it good. and that's and that's new year's in a nutshell, especially for kids that, you know, they don't know the difference. yeah. you've done this before rosemary. all right. so what do you think about celebrating celebrating a few hours early here

they said that we are coming here to give you back your land title certificate on lee ann tom. no, no, i'm good. your i'm go live. we feel sorry that we gave you alone without 1st doing a clear study on your capacity to repay us. because you are lucky because our bank management team decided to cancel your debt with us on model the. i'm just tell you just the license the no, we definitely have a lot of experience with being indebted. i lost my husband because of a death, and now i still have death with private lenders because i borrowed their money to pay back the micro finance bank and the private lenders want me to pay their money back. because i know sometimes i want to sell my land, but my brother advises me not to do it. he says, if you sell the land, i will not have it in the future. and your husband is dead because of this land. just keep it a because it was exchanged with my husband's life to me, the value of his farm. so what is a human life of the do you dream with your husband? sometimes i prefer to file scope out, so i don't file. yes, i dream of them. sometimes the

lee. rosemary oroczo. tom vacar. great discussion so far about sort of what what type of new year's celebration we, we enjoy, whether it's kind of the over the top thing with huge crowds or just kind of a mellow scene at the house. the other option is you don't celebrate with anybody. you just you sounds great. and that's what i usually do. >> no, no, no, my nerves. i'm gonna go and celebrate. >> no, no. but sometimes. look, i mean, especially when you have kids, it's like, no, we're not going anywhere. we're not trying to drag these kids to anything. we're going to be at the house and we're just going to hang out and. and to that end, right. if you live here on the west coast, you can you can just watch the ball drop in new york at 9:00 at night. and you can you can call it good. and that's and that's new year's in a nutshell, especially for kids that, you know, they don't know the difference. yeah. you've done this before rosemary. all right. so what do you think about celebrating celebrating a few hours early here

tom spots pickup trucks, motor bikes. assume at lee. those are not things. the big vehicles, at least somewhere where you can hide very easily does, does that. so let me put the question this way. should that from the test to question the narrative that the tunnel network has been destroyed. if at this point a whole fleet of, of pickup trucks, vans motor bikes kinda merge and they don't look like they're in particularly bad shape. definitely. it's real and it's the lives they have been controlling. what is coming out of because in terms of in use, a many news agencies we're bound to get into guys, us so we don't even know how to hold that. so for a 2nd, just want to point out what we're seeing on the right side of the screen, the helicopters, and what we understand that to be is riley helicopters coming in to take the captives once they all release to take them further into as well. so sorry, i interrupted your final thought and you were talking to us about what the presence of these vehicles might make us question about the narrative of tunnels being destro

tom: bloomberg's aviation reporter danny lee. you can see that live press conference right now. we keep across a story for you throughout this hour. we will get an update in the next 20 minutes from the team monitoring what is unfolding and washington, d.c. this is a live situation and the press conference continues. we will switch focus to the earnings story in europe. us get the latest lines from the drugmaker roche in switzerland. here is the redhead, roche seeing full year 2025 sales increase in the mid single digit range. mid single digit range increase for the full year 2025 in terms of sales. the stock is up 18% less 12 once. the focus is on the pipeline. m&a is well expected to be scrutinized, their appetite for further deals. roche sees an opportunity to further increase the dividend. that's another line crossing, in terms of core earnings per share full year, coming in at 18.8 swiss francs above the estimates. full-year core earnings-per-share, it's a beat for roche, operating profit just below the estimates. for the full year. to the banking space. or bank, the redhea

the latest in a lineup of major celebrity splits in recent years, gisele and tom, gin and ben, hugh jackman and deborah leeffset. some can get ugly. >> nasty divorces go way back. kim basinger and alec baldwin were probably the first of the really nasty divorces. angelina jolie and brad pitt, they take the cake. their divorce went on for almost eight years. >> gwyneth paltrow's divorce from coldplay lead singer chris martin, seen by many as the gold standard for the modern celebrity breakup. >> conscious uncoupling really just means we've made a decision. don't question us. so that takes place of the bitter divorce. >> as celebrities figure out how to turn the page after their famous splits, some advice for the rest of us. >> my best advice would be get a prenuptial agreement. what we need to realize is that divorce has become too easy. people need to work harder. try harder. if it doesn't work the first time, just keep trying. >> when we come back, the final hours of tiktok, where some creators are looking for a last minute miracle. by midnight tomorrow, and where others are tomorrow, and where others are

lee. our lauren toms sat down with breed reflecting on her greatest accomplishments and biggest challenges >> i'm london breed. i am president of the san francisco board of supervisors. and soon to be mayor of the city and county of san francisco. [ cheering and applause ] >> reporter: london breed's road to her historic tenure as the first black female mayor of san francisco was as turbulent as her upbringing. growing up in public housing just blocks from city hall, where she would later serve in the highest ranks of public office. >> early mayor london breed was probably a little bit more optimistic. [ laughter ] back then, about what i was going to do. i was going to conquer the world. we were going to make all these great things happen. and i was ready to go. despite the bumpiness and i mean my whole life has been bumpy. my whole time in elected office has been bumpy. crisis after crisis. >> reporter: the covid-19 pandemic was the ultimate crisis a challenge breed admits was unlike she had ever faced. during the pandemic, san francisco was hailed for its low covid mortality rate. but a

lee. >> in addition to today's closures, more could be on the chopping block. ktvu tom vacar joins us live at one of those closed firehouses with details. tom. >> well, if you look at the numbers, it just seems that the only way to get out of this really unprecedented and ill advised action is to sell the coliseum and do that right away. remember, this is for a city that's already proven to be highly vulnerable to both wildfires and earthquakes. the singular question for oakland firefighters who want to save their 156 year old department is can they sound the alarm loud enough? enough to serve 80,000 fire and medical service calls every year? residents in ten hill communities from part of shepherd canyon to grass valley. more than six miles west will be the most impacted, given longer travel times from available remaining stations. >> you will not quickly have firefighter paramedics to help you or your family. and what could have been a small blaze or a small fire near your house will become a conflagration, leaving tragedy in its wake. >> then consider four more statio

lee hamilton was the chair democrat. dante purcell the future speaker. tom foley. peter rodino. jack brooks. future secretary of defense. les aspin. ed boland. ed jenkins. louis stokes of ohio. on the republican side in the house. -- cheney. future vice president. william broomfield of michigan. henry hyde of illinois. jim quarter of new jersey. bill mccollum of florida and mike dewine. future governor of ohio, were on the committee. the difference i wanted to note was that this seems like a lot of senior leadership were serving on the iran-contra joint committee. that's that's certainly the case really on both sides, but particularly on the democratic side, you had very prominent members who went on to be even more prominent. george mitchell, of course, became the senate majority leader. sam nunn became chair of the armed services committee. i could go on and on about all of their roles, but danny, when you weigh really, really unusual and exceptional american, he is somebody who won that the congressional medal of honor for his service in world war two. he you know, was somebo

tom: great preview. mark and the team will be busy. microsoft and openai investigate whether deep seek to on authorized output, were joined by robert lee tracking this, how significant is this? robert: the thing that surprised last week is disclosure that costs was as low as under 6 million u.s. dollars. that caused the upset. u.s. is the leader in global ai, does not want any country or company eating its lunch so there has been a great deal of scrutiny, as i've said we know there is no reason to question what they're doing. openai allows developers to use external apps to cut corners and boost performance. it is being taken seriously. tom: hearing that from the trump administration. the trump name checked deep seek , we've seen efforts to ban tiktok. are they safe? >> yeah, still early, they need to investigate the two weeks ago we saw dod blacklist tencent so it all looks to be resolved but the u.s. is the leader, china narrowed the gap but u.s. will not allow them to impinge and we could see some sort of restrictions. tom: indeed. still on technology bloomberg learned apple has been working with t-mobile to add support for starlink

lee, live tonight here in studio. greg, thank you for that. we just spoke with ktvu tom vacar within the past hour, who arrived in los angeles county late this afternoon. and here's what he told us about the conditions he's currently seeing. >> i'm at the foot of sunset boulevard at the pacific coast highway, at a very famous eatery called gladstone's for fish, a very popular place, and it has survived. now, i want you to just take a look very quickly here, and i want you to see that you can see that some of the buildings are still standing. and yet if you go off to the left, you will see that many have been destroyed. we drove down sunset boulevard from the 405 freeway, and what we found was massive destruction on sunset boulevard. now, when you think about i think they were talking about 1000 structures destroyed, some of these structures that we're talking about are multi, multi million dollar homes. the bill for this is going to be remarkably high, very likely to be as high or higher than the paradise fire where the homes were certainly much less expensive. the good

generally yes, the way to think about ai leeing edge innovation moves quietings huge numbers for developing new molds, we where rubber really meets road team like tomre creating applications that use structure and models that improve productivity, rationalize supply chains, make everybody, and every business more effective, that is how you unleash growth how we continue to grow as business the microsoft does one thing everyday, it is actually provide the critical a digital intelligent economy runs on large enterprises to small bizarre we to end see more than typically most other companies. maria: where is ai deployed, small businesses consumer all the above. >> it is all of the above, but i think the most important thing is say last year at davos people were talking about what they wanted to do. this year they are talking about what they have done, or are really starting to do. like the giant fly wheel takes time to move, i think for those in tech sector what is real encouraging starting to modify delivering real value if not delivering real value, then it is nice to make money but we're not really doing our job. for the economy, as a whole. and i

lee, ktvu, fox two news. >> all right. thank you, greg. and we want to go now to ktvu tom vacar, who just arrived at the fire line of the palisades fire. and, tom, you've covered these fires for decades. can you tell us where you are and what you're seeing? >> i'm at the foot of sunset boulevard at the pacific coast highway, at a very famous eatery called gladstone's for fish, a very popular place. and it has survived. now, i want you to just take a look very quickly here, and i want you to see that you can see that some of the buildings are still standing. and yet if you go off to the left, you will see that many have been destroyed. we drove down sunset boulevard from the 405 freeway, and what we found was massive destruction on sunset boulevard. now, when you think about i think they were talking about a thousand structures destroyed, some of these structures that we're talking about are multi, multi million dollar homes. the bill for this is going to be remarkably high, very likely to be as high or higher than the paradise fire where the homes were certainly much less

aids to lee in case of problems of over 100 more lives are locked in idea of slides by the ceasefire agreements between these role and him on the well trained organization roles that you use tom or bad is felt discriminatory in the.

sophia asher enrique aguilar, leon yu, jimmy lee, byron johnson and tom belov, jeremy mckenzie, david copeland, alan wren and jesse laura for planning, coordination, creativity and persistence and making these projects a reality. >> jean thank you. >> thank you for this recognition. i'd like to acknowledge my incredible team who contributed to turning this effort into a reality through their creativity and persistence and also for tolerating me at times the effort was a big lift but it turned out beyond our expectations. >> i'm also grateful to our colleagues across the agency in legal finance and revenue and i did want to call them up by name because they were definitely an important part. david innes, lillian levy and the chief legal office trinh nguyen, carlos peyser, eric john in our finance department and emmet nelson and fred student in our revenue department they were integral to getting this work off the ground. >> i'm also grateful to our set that finally i believe the spread of merchandizing program comes at a pivotal time. many san franciscans have reached out to me and sai

tom homan where now starting to continue to get these people out of our country thousand removals and growing. i saw the order from ice yesterday. >> will: yes the numbers are encouraging. you know, senator mike leevative encouraging creative ideas yesterday and inspired you. you told us here at the show that you like the idea as well and it's that the idea i think it's also not just congress but secretary of state can issue letters of reprisal it's been done but it hasn't been known for 40 years. that allows private citizens essentially to combat drug cartel smuggling route in the united states. it certainly created from the senator but it's something i am hearing you like congressman. >> youngman three. business of the donor policy history that we should recognize and cartels are foreign organization for frankly to the people we are seeing flood our country though now what we need is for congress to do it's job as well to provide the resources necessary to be able to exercise removals from a country and do things like pain these individuals to i worry were getting bogged down in typical let's get a build boom boom was good defense funds idea is creative win jack. >> that brings me to my last to

lee snows a constitution about -- is good as anybody. as well as anybody, tell us about fox news sunday you're the host you have a good line up. tell us about it. shannon: senator tomton tulsi gabbard confirmation process this week but also tiktok he an the president are on drchght sides of this and what the threat from china is and plus he may be feeling vindication about latest headlines about the wuhan lab leak and senator richard blumenthal democrat from the other side of the aisle joins us and talk about his plans to limit the power of presidential pardons will that include peaks of the president i'll ask him. rachel: good stuff as always shannon we love having you thanks for joining us. shannon: have a great sunday. rachel: will trump making all kinds of news one of the things that pete and will and i we had an into with hem at bedminster i asked him directly are you going to declassify all of this stuff from the ciajfk files, 9/11 files, the, you know, j6 also epstein here's thousand that went. >> americans have lost a lot of trust in institutions. i think there's been a lot of discussion especially online especially with young people. how do rerebuild that