let's get more details of that spin and what exactly they're doing and why with seema mody. >> seema. >> brian, this is one of the largest industrial conglomerates now splitting into three amid growing pressure from activist investor elliott management, who managed a $5 billion stake in honeywell late last year. wall street is focused on honeywell's highest performing business, aerospace, which makes up about 40% of total sales and will become one of the largest public aerospace suppliers following ge aerospace. the success of ge, by the way, following its three way split, no doubt incentivizing companies like honeywell to use a similar playbook ge spun off last april and is up 160% since then. that's motivated more companies like gm dupont to pursue a similar strategy. and then there's fedex, intel, lennar all on deck to spin off a business in the next year. activists are expected to accelerate this spin off trend. goldman writing that the new administration may encourage them to push the envelope and pursue bolder demands of companies they hold stock in. the data supports this trend

seema mody. >> has got more. >> on these results. seema. >> well, melissa. palantir painting a picture of optimism on the call. >> with its guide. >> for the full year. much better than. >> expected demand. >> for artificial intelligence products that help. businesses and. >> governments continues. >> to soar. really? >> ways for the company to help these clients assess bigger playbooks. >> and synthesize. >> complex data. ceo alex karp telling shareholders that the momentum. >> the company. >> is experiencing across its commercial and. government segments is, quote, unlike anything that has come before. >> with the. >> us army. >> extending its partnership for up to four years. on tariffs, karp telling cnbc this is a revolutionary moment. there are going to be. >> ups and downs, as. >> long as it's good for the upward. >> trajectory of america. >> we support it. we're looking at shares hitting a. >> new all time high of about 22% in after. >> hours, but only three buy ratings on wall street. >> melissa, while there are 14. holds and six sell. >> ratings, an

seema, thanks very much. seema mody.e, there's a whole lot that goes into hosting the super bowl. i don't mean at your house, i mean at a stadium. you need two great teams, a killer halftime guest, tons of food and amenities, and of course, a mega sized stadium to hold it all. but they don't come cheap, as we know. which is why a combined $13 billion in public subsidies was proposed last year to finance pro stadiums in 12 different u.s. cities, but that only covers a portion of the total cost. who pays the rest? and are stadiums a good investment? let's ask dan klose. he's head of municipals at nuveen. dan, it's great to have you. my knee jerk reaction is like, i can't i can't imagine they are. they always seem like a boondoggle. but what can you tell us? >> yeah. >> and it's the entire idea of using. >> muni bonds. >> to finance arenas. >> to finance stadiums. it's for. professional sports. it's a it's a controversial topic in muni's. and we don't have many. >> juicy. >> controversial topics in muni. >> but if. >> i cou

our seema mody is here with the key details that investors should be watching. seema.d morning. >> well, frank. good morning. many companies. >> as you know, have been. >> diversifying their. >> footprint away. >> from china into other. >> low cost countries. >> across south asia. >> covid and supply chain shortages. >> really. >> started this trend. >> and us-china. >> trade tensions. >> which really kicked up. >> in 2019, only. >> put more pressure on executives. >> to near shore. >> foreign direct. >> investments into asian economies, including indonesia, malaysia, philippines. >> rose to. >> $240 billion in 2023. >> that's compared to. >> an annual. >> average of. >> $190 billion billion. >> in the. >> prior two years. now we. >> know apple has. >> been. >> really at the forefront. >> of this trend, with an. >> estimated 10 to 15% of iphones manufactured. >> in india, a portion of. wearables assembled in vietnam. >> intel. >> globalfoundries and infineon expanded into malaysia in recent years. now in the. >> industrial space. >> general electric caterpillar. >> def

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seema thank you very much. economic council director kevin hassett. and kevin thank you for being with us this morning. got a lot of questions. and hoping you can give us a little insight into what's happening. first of all, are there talks taking place behind the scenes that could potentially stop these tariffs before they go in? or is it your understanding that these will take effect at midnight tonight? >> there have been. >> a heck. >> of a lot. >> of talks. >> over the weekend. >> you know, i've been. >> in the white house for most of the weekend, and the thing i can say is that i think it's. >> totally, 100% being mis covered this story. what you need to do is go back and read the executive order where president trump was absolutely, 100% clear that this is not a trade war. this is a drug war. there are perhaps 100,000 people. >> last year that. >> died of fentanyl, and the fentanyl is coming in. >> across the mexican and. >> canadian borders, 80, 90. 95% of mexicans. >> want the drug war to end. and the