in this case, it is baidu. it can't be anyone.aidu will be scoring other data on the road and supervising the data usage. before the data gets returned to tesla or for foreign computing. what we do not know, and which is critical to this puzzle, is how the data will be computed. onshore or offshore, using what capability. that's the critical sort of peace that's missing. the market just runs ahead of itself. caroline: it's such an interesting point. to the question on partnership, my study of the chinese autonomous driving landscape, baidu has its own ambitions for autonomous driving. tesla could have gone with anyone, as you point out. why do you think they went with baidu as opposed to another robotaxi company? junheng: it could be anyone. baidu is just the gate keeper on the behalf of the government. what is also unknown is if the kickoff of this fsp program in china, whether it is broadly applicable to all tesla vehicles on the road in china or just applicable to a demos fleet, about a couple of dozen, you know, driving baidu

. >> we hear they are deep in their relationship with baidu. that has one of the leading autonomous driving platforms in china. how significant is that partnership to pushing through and pushing past some of these hurdles? >> exactly. presuming that partnership goes forward, that seems like that is what would enable tesla to ultimately accomplish getting this technology into vehicles in china. this is coming into focus what happens there. it does seem like what tesla would be able to account which is partnering with baidu to get some of this self-driving autonomous technology into cars again. when it comes to this tesla technology, what exists already is something that needs to be constantly self monitored. it does seem like partnering with baidu on some of this technology, this navigation structure would ultimately get tesla to clear up any significant hurtled toward entering the market with some of the technology that would enable her to provide technology that allows it to scale up an incremental around -- amount of revenue. >> all right, jo

baidu is the domestic champion of that technology.ata and privacy agreements because tesla has had a good relationship with china relative to other u.s. companies, it of late has been more tricky particularly in the context of data privacy. host: what about from the perspective of a chinese consumer? you think of some of tesla's biggest rivals. how do you compare this move and what it would mean for others? ed: has sold 1.7 million vehicles-ish in china. if they are able to roll out fsd that could mean a meaningful uptick for software revenues whether they sell it as a single point of sale one time purchase or they do a subscription. both options are available in the u.s. pricing will be interesting. just as with the ev market broadly, the market for driver assisted technology is broader in china than it is here. you have many more players domestically offering something similar. but tesla has band reognition and is seen as a premium product. and elon has hung his hat on developing a robotaxi. there would be training for the future it

craig: the key one flagged by ed is with baidu. it's been interesting because elon musk has been on the record for years now saying that tesla doesn't need maps. it's a crunch. if you forgive a car upon, from this stance, it's not necessary. in china, for you to offer these kinds of systems, you need to have a partnership with a mapping and navigation company and it just so happens that the companies able to offer those services are chinese. in terms of how they control the electric vehicle battery market, in the more infant years of the ev industry for china, it really was successful in helping to kind of build up world dominating companies like cat l. they are looking to kind of replicate that pattern with companies that play a critical role in these driver assistance systems that one day may be able to support fully taking the human driver out of the equation. ed: what is so interesting is that baidu is so confident in the domain of developing autonomous technology. the stock is on track for its biggest jump since january of 202

. >>> tesla and baidu bounce in the data deal. key step that could rollout the self-driving technology in the country. >>> welcome back taking a look at the board a mostly green day on the board. the ibex is the exception. the cac 40 getting a boost from the positive sentiment around large french companies like bnp. a green day broadly across the board. the swiss index is higher and the ibex is a looking down look at u.s. futures a green day across the board in the pre-market trade the dow would open up more than 80 points higher the nasdaq firmly in the green the s&p still fighting for gains, but in the green. >>> it has been a volatile day for the trade in japan we have jp ong with more on the story. good morning, jp >> reporter: good morning, frank. despite the japanese markets offline for the holiday today, the focus was on the yen for traders in asia especially when you look at the moves in the afternoon. you saw it sky rocket to 160 against the u.s. dollar and come back to 155 and bob and weave. there were rumors as to wheth

haidi: i want to talk about baidu, of this in the spotlight with these conversations around tesla andmusk's visit to china. tell us about this hypothesis that we are starting to see these companies become gatekeepers for western tech, right, it is such a come to get a landscape. does that make it a bit easier? hebe: i don't think it makes it easier. the sweep tesla and by doing partnership, that it is a method, the chinese government, that they are trying to the global markets that they still keep the door open from the faith you want to come into china's market, we will still keep the door open. other than that, they reinforce the message that you have to play by my rules. the partnership with baidu or with any other big tech company in china may be the new strategy if you want to stay in china, if you still want to enjoy the benefits that this market can bring to you. in terms of baidu, they have not positioned themselves as -- they positioned themselves as they have the capabilities to help an international tech layers to meet the requirements of china's national security concerns.

it's more positive for baidu. >> dan?ke it wants to fill in, if it gets back towards $160, i think you reload. >> guy? >> i know there are sixer fans out there that watch "fast money," i mean -- >> are there? >> that's too bad. >> i don't know. a lot of knick fans in philly. >> there were. >> courtney was talking a lot of smack before. ali ban ba. >> thank you for watching "fast money." watching "fast money." "mad money with jim cramer" starts now. >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. my job is not just to entertain, but to teach you. apple and tesla led the market today. nasdaq climb%.

ceiling a deal with baidu for mapping and navigation functions and passing a key data privacy requirement by beijing the move comes after elon musk made an unannounced visit to china over the weekend where he met with the country's premier li and discussed everything from u.s. and china trade relations to the competitive ev landscape across china >>> nvidia ceo looking for the potential of artificial intelligence speaking of cbs, he said human jobs will not disappear because of a.i., but it will open new u doors. >> in some areas of drug disc discovery, we need artificial intelligence to explore the universe >> nvidia shares are down about 3% over the last month, but are still up 77% this year and 200% over the past 12 months. frank, we are seeing .50% up in the pre-market >> silvana, thank you very much. see you later on. >>> turning attention back to wall street. triple threat of earnings and the fed and economic data out this week. one-third of the s&p 500 reporting as we hit the halfway point of results jay powell and company are expected to hold steady with the latest rate policy dec

partnering with baidu on mapping. still questions about how it will handle data security and privacy but we saw tesla shares soaring 15% monday and baidu also closing higher. in australia we have mover for you as well. bhp shares currently gaining by three quarters of 1%. we saw them lose a little bit of ground yesterday off the back of that rejection by anglo american for a $39 billion all stock bid. bhp shares sold off a little monday but recovering pretty strongly at the moment. haidi: let's look at the yen. look, this is the picture as we see quite a bit of sustained weakness. flat at the moment at the 156 level. as we were talking about earlier this comes before these expectations potentially come to fruition off that hawkish pivot from jay powell. elsewhere we are seeing the bloomberg dollar index holding pretty steady. we heard that no doubt from the bank of australia pushing back its rates. expectations for the rba from september now not expecting a cut until november. let's bring in garfield reynolds who lead

tesla will be partnering with baidu to support self-driving function. spoke to peter gardner earlier this morning who told me that must's visit was an acknowledgment that he needs to change the market narrative, but intimately. tesla still will be a top player in china's ev market. phillips shares soaring, up 46%. the company reached a lower-than-expected settlement on u.s. claims over faulty sleep apnea devices. the deal they reached the authorities was for $1.1 billion. that compares what analysts were expecting of $4.5 billion. the expectation is also that this will draw a line under u.s. claims but phillips for their part are still conducting toxicology tests related to the devices. the redstone family and david ellison are trying to appease angry paramount investors. sources tell us that the redstone family which controls a majority of shares and ellison of sky dance are both making appeals and can -- and allison is offering to buy a block of paramount shares at a premium. his bid described as the " best and final offer" as board members remain und

they are partnering with baidu. they are needed for mapping systems in china. we also know that they have gotten the ok for how to handle data security and the private information of their customers. it still remains to be seen just how quickly tesla can bring this to market. notably, this is a company that has sworn off the need for mapping and navigation. or how it integrates the baidu offering into what it has marketed from full self-driving, that remains to be seen. katie: clearly not holding back the stock this morning, tesla shares are up. let's talk about the fact that he visited china at all. i thought that this was injured -- interesting, he was supposed to visit india but somehow didn't do that, going to china instead, greg. craig: it's a clear and rational move on his part. he doesn't always act rationally, but he did this time in the case that china is to a large extent where tesla's bread is buttered. their second-biggest market, one where revenue has been slipping of late. so, they really could use the incremental boost of charging a bit more for

checking baidu shares up more than 2% in hong kong. potential partnership to provide china mapping software on tesla's forthcoming full self driving or fsd autonomous vehicle. senior analyst robert lee thinks the deal will not make any material difference to baidu's earnings, given the intense competition in the chinese eb market, which is increasingly dominated by local brands. but, tesla's investors are seeing this as a game changer with shares soaring around 15%, best day in three years. the past five days elon musk has gained ground around $37 billion in net worth. that is his largest weekly gain since march 2020 two, just before he agreed to buy twitter for 44 billion dollars in one of the biggest buyout deals in history. let's do a check now for a stock that is back trading after suspension. it was suspended on the back of the buyout announcement. the billionaire owner wants to make -- take the skincare company private in a move that could end its 14 year run on the hong kong stock exchange. that stock up almost 10% as we speak.

tesla shares rose in price amid news of a potential collaboration with the chinese technology company baidu will. develop cartographic navigation systems for implementation of an autonomous driving program. well, at the end of the exchange rate, the dollar today is 91 rubles 77 kopecks, the euro is 98 rubles. that’s all for me, georgy, yes, mash, thank you, marya filippova was with the economic news, right after the advertisements we are watching the continuation of our documentary project democratization of peoples. ice deluxe is a mountain of pleasure, sweet waterfalls and a extravaganza of tastes. try your favorite ice delux and new flavors. pair of mangoes only at a tasty point. sber is introducing a loan with 2% cashback to give you even more opportunities. opportunities to get everything you have long dreamed of without delay. opportunities to please those who may be difficult to please at first. opportunities to gain new experiences. a flurry of new impressions, a storm of new impressions. apply for a loan from sberpray and receive a monthly cashback of 2% interest rate, it’s more pr

thanks to a surprise visit to china, elon musk became rich... despite the fact that baidu is a directsatellite system, which means this is a deal for the benefit of one musk company to the detriment of another. keep in mind, tesla is in trouble right now, having just experienced its first quarterly revenue decline since 2020. in addition, the company's share of the electric vehicle sales market in china is declining. tesla is a beloved, but hard-won brainchild of a mask. only in 2022 it lost the record. billion dollars while its shares fell, at the beginning of this year the loss was 27 billion, according to the bloomberg index. not least because of the march arson at the tesla plant near berlin. amid the crisis, musk had to reduce the cost of cars and fire 10% of his employees. these are the media data according to the staff. as elon musk states, the money saved will go towards the release of a new tesla model for the robotaxi launch, scheduled for august 8, as this is a lucky one. when several million cars suddenly go from manual to automatic management, this will be the largest inc

despite the fact that baidu is a direct competitor to its starling satellite system.this is a deal for the benefit of one musk company to the detriment of another. keep in mind, tesla is in trouble right now. the company just experienced its first quarterly revenue decline since... 2020. in addition, the company's share of the electric vehicle sales market in china is declining. tesla is musk's beloved but hard-fought brainchild. in 2022 alone, he lost a record $200 billion when its shares fell. and at the beginning of this year , the loss amounted to 27 billion, according to the bloomberg index. not least because of the march arson at the tesla plant near berlin. amid the crisis, musk had to reduce the cost of cars and fire 10% of his employees. these are the media data from the words personnel. as elon musk states, the money saved will be used to release a new tesla model for the launch of robotaxi, scheduled for august 8, as this is a lucky number for the chinese. when several million cars suddenly switch from manual to automatic, it will be the largest increase in

a lot are actually collaborations with some of the chinese tech companies like huawei or baidu whichnto one that was a collaboration between baidu and the chinese auto maker and it is said to be self driving but you still need a driver in the car. although i definitely wouldn't feel safe driving it here in beijing because they are more aggressive and crazier drivers than even new york city. so it is very crowded here. it was a lot. the cars were -- they looked great and i'm sure a lot of americans would be happy -- by the way that suv slfr driving, basic starting price is $30,000. so you can see why american manufactures are concerned about it. >> without a doubt. something that we'll be discussing for quite some time. we'll check in with you again and get more from beijing. >>> let's get to the broader markets. the next guest says the market is priced to perfection and taking everything in stride. and sigh with an semi manufacturing is one of his top holdings. and we're talking about the calsters. you have $100 million in assets. largest pension fund in the world. and so why do you

. >>> and baidu's erniebot now has 200 million users. let's bring in the chief innovation officer at ey. jeff, great to have you here in london. >> thank you, frank. >> we are spelling out all of the companies using a.i. how will this impact us in the workplace? you put out a survey saying 61% of companies are uncertain around gen a.i. >> what i'm seeing is everybody is excited about a.i. and gen a.i. specifically. they will invest heavily into the space. if you look at the industry today, 99% of them said we are investing in a.i. 70% said we will accelerate investment in a.i. if you look at the banking industry alone, 60% have already started accelerating investment. that is why you see the large investments by the tech companies. >> this is fascinating. every financial vservices compay is investing in a.i. it has the lowest level of skepticism. at the same time, your report states blind optimism and hype in tech can be counter productive. the more enthusiastic? >> we live through the hype cycle with every technology. we look at the pro

it will deploy based on the mapping by baidu elon musk had a series of meetings during a surprise visit that lasted less than 24 hours elon musk's time is valuable he can do things quickly when you start hearing of things he gets wrapped up in with depositions, imagine what happens in a seven-hour deposition tesla shares on this news are up 7.5% >>> now to talks at paramount global sources tell cnbc the company board is preparing to fire bob bakish as soon as this morning and paramount reports today. bakish will not be on that call. i don't know what it says about the results. the company is in talks exclusively with skydance media. that window lasts until this friday the spokesperson for paramount declined to comment on the report >> the report suggested that bakish was not in favor of the merger and slowing things down he thinks it is unfair to other shareholders >>> over the weekend, regulators seizing the troubled philadelphia bank republic first bank and selling to fulton financial. the bank was closed on friday by state regulators and sold by the auction run by the fdic. talk abou

within china. , remember, it's not fully autonomous, just full self-driving sources also tell us that baiduthe mapping data. regardless, it's unclear when tesla might be able to tap into -- and morgan stanley likes this he write -- whether he's sleeping on a floor or the plane, a message is clear. he's back. because he's back, you have another pop in tesla shares today. it was down about $460 billion, just last tuesday, now topping $600 billion that's an idea of where we are in terms of the market and how quickly things can change. >> back in terms of his takeaways, all in are the words he used, phil. >> yeah, he believes that. look, if you take the conference call with analysts, these are the two best days, if you're a tesla bull, the two best days to hang your hat on to say, yeah we have a vision here thank you, phil lebeau >>> to kristina, what does it look like here >> they got it below estimates, reflecting softer auto, as well as industrial end market and inventories. let exposed, because it made sure not to over shift it also has fewer shares it's exposure to china, given that it was

baidu is a juggernaut, you can't count it out, it's 50% of global trading.e figured that bytedance would go away after the settlement, but that hasn't happened. they have a presence in dozens and dozens of countries worldwide and as the u.s. continue to be hostile to crypto , that hasn't changed. the most vibrant attractive crypto firms are looking at her and jurisdictions and we are seeing a number of them opening their arm. this is just a part of the regulatory arms race, where we are seeing more progressive regulators accepting and realizing that ripped out is here to stay and embracing these large firms and reaping the benefit. that is why the biggest conference of the year is in dubai and singapore, not the u.s. it's a very sad state of affairs for u.s.-based firms and individuals, but it is an unfortunate consequence. sonali: one place in congress that you might see a difference is stablecoins. do you still have doubts that there will be a constructive move there? nic: i don't think the new draft will be passed but i do think that stablecoin is the num

map data in china, they have access to baidu map but not the data behind the map so that has handicapped number two, all the data -- onshore data cannot leave china. they have to process and trim the data offshore. obviously the nvidia hardware and software have the export ban in the u.s. so that his handicap number two. so it is not a china-centric story. i don't think consumer demand, especially when you have to pay 8000 u.s. dollars for that subscription. on the u.s. side, if you read the stories, and there are lots of them, lots of those stories are telling their journey, tesla drivers using fsd, they are both positive and negative. the picture is mixed. i just think it is too early to ask people to pay for product that requires pretty frequent human intervention and still requires hands on the wheel. most importantly, i don't believe there is a demand for autonomous driving for a short commute of an average of 20 minutes each way from home to work. i just don't think the demand is there, even in the u.s. annabelle: i am interested in what you are seeing more broadly in terms of luxu

this is a partnership with baidu, being called a watershed moment for fsd >> you need to have -- i rememberhen i rode in a waymo, which is google's product, you had to have the google map you just need this infrastructure in order to be able to make it. it was obviously being withheld. is it worth 22 points? i think that people were short tesla, betting there had to be more -- let's say, more earnings problems i mean, there's an evercore piece, lowering price target, that was probably pre-china. but david, there is a sense among the companies that make self-driving that there's this holy grail robo taxi plan out there. forgetting the fact, i think, in this case, that teslas are expensive. more expensive than the regular car. >> a regular car you mean -- well, yeah i mean, at the same time that, urngs you're reading about and hearing about musk's visit and the okay from moving full self-driving, at least, into the chinese market, you're also well aware that byd continues to be able to lower the price of its entry model to well below half of what tesla charges for a car in the chinese market.

he has major experience at google and baidu previously.n, i think of e-commerce. all the boxes on your step the every day. and andy jassy said for the first time in five years, amazon has reduced the cost to fill all of those orders that we get delivered. and that's amazing to me because you can get them, like, two hours after you purchased them. stuart: and a.i. helps them? lauren: i'm sure it's being used along the line, yeah. stuart: one of my favorite companies is costco. i know we had their sales numbers earlier. i take the it they did well. lauren: march was amazing. sales up 9.5%. $23.5 billion. easter helped, easter was march 31st this year. online sale, booming. costco.com up 28% in march, so now costco is increasing their dividend by 14%. stuart: wow. the stock's at $727. not that long ago it was 500. lauren: keeps things interesting. remember the gold bars? costco travel is a thing. you can get discounts on vacations. free resort fees. it depends on what it is. there's the several different options available, but people are actu

as we heard two weeks ago that they're partnering with google when in china likely to partner with baidu that relationship look like? that seems like almost better for google than it is for apple and they're relying on that against google. we've seen alphabet shares recover in the last two weeks on this news that it either gives them more exposure for gemini ai or they're going to collect money from apple as apple ends up licensing gemini for all these user, too. so that becomes a real question. what kind of vertical integration do they have and what is their own internal ai thing and we might not hear that until the next iphone cycle because i can bet you, they'll do something like, if you want the best ai stuff you have to buy the pro model. >> do you think apple will pay, though? >> i feel like it would be the other way around. we just don't know, but yes, of course, they want access to a billion plus iphone users and it's a good thing for them either way and they paid billions of dollars to all these other platforms in order to be dominant on this platform and that, by the way, doj i

i con promise if alibaba and baidu don't get going, the fxi, which is the etf won't get going a littlet. i bought gold. so far so good. we'll by any oils on any pullback here. i'm not exactly thrilled with gold and oil thrilled with the rest 6 market but i go where the ball is bouncing my friend. charles: i hear you. i get back to the 5% on the 10-year. i have to be honest with you, we get above 4.7 i'm raising a lot of cash, gary. >> i can't argue. there is a lot of talk about inflation and interest rates. i've been talking a lot on my radio show about the debt and interest rates. what this administration is doing, it is not talking about enough. we're 2.7 trillion was added to our debt in the last year and they have guaranteed two trillion dollars deficit for the next, 10, 15, 20, years if not more based on their, just unimaginable amount of spending and the size of government. that's to be watched. why? we have bond, bonds coming out, tones of them, trillions in the negligence year, if those bond funds don't work out well, all of sudden yields start spiking that is the cost of capit

assistance technology after passing the country's data security requirements as part of that deal, china's baidupping for tesla. those shares also higher on the news and we should note this news coming on the heels of elon musk's surprise trip to china where he met with the chinese premier in beiging on sunday for more on how significant this is to tesla and the stock going forward, i am joined by the lead equity analyst at rbc autos at rbc capital. i get conceptually why this is a big deal the part i don't get yet, maybe you can help me is how relevant is the existing u.s. data in training for chinese for self-driving or regionally is this completely straight training because i imagine, you get training in des moines is not going to go ahead in new york city and we drive different places in this world >> yes and no. so what we've learned from fsd in the u.s. is the highway driving is as good as it's going to get it's amazing the difficult part is the urban environments and what we noticed from urban environments in china is that they actually are pretty similar to urban environments in the unit

we told you yesterday that that he brought artificial intelligence to other big tech company, think baidumazon. this reflects a shift in amazon from entertainment to artificial intelligence. there was actually the former head of mtv is no longer going to be on the amazon board. the letter that the ceo, andy jassy, wrote to shareholders yesterday, he said gena.i. will be the fourth pillar at amazon, e-commerce, marketplace, prime and the cloud, then gen-a. a.i., and i bet that kind of seeps into the other three and goes towards the top. stuart: mark mahaney's predicting another record high for amazon. lauren: they've can cut their costs. they're able to deliver same-day delivery and do it at less of a cost than they did. stuart: did you see ashley yesterday at the amazon warehouse? rawrp lauren aa maigz. that that's a.i.. stuart: you got it. ford has announced a price cut to the f-150 lightning? lauren: i can't keep track anymore. [laughter] so the f-150l is going to be between $2,000-5,500 cheaper, and they're also resuming shipments on the truck after they had to fix some quality control

and google before that and baidu.ic. >> i still get disappointed when you ask -- it was a sentient question, it could know everything you want to know about the history of samurai, but you ask it the easiest question. >> the wikipedia page knows a lot more than you know about a lot of different topics, but that doesn't help you plan your vacation. >> that's not like human -- the brain -- still, the brain is the -- as far as we know, the wonder of the entire universe. the human brain is the wonder of the universe, is it not? yours, especially. >> i don't know about that. we'll see. it may not be in two or three years, that may be one of the wonders of the universe. >> but is it two or the three years? >> i think we'll get close to doing pretty close stuff. >> at least i don't want them when they need to pick the biggest airport in the united states, they pick one in canada. >>> coming up, nobel prize winning economist joseph stiglitz joins us for a conversation on the health of the u.s. economy, whether he thinks the f

we saw a lot of teslas on the street in beijing as well, but those showrooms, baidu, for instance, i asked me about quality. that is a competitive market. and it's a competitive market increasingly in europe where all those chinese evs are going. >> let's get the opening bell. at the big board is fidelity, celebrating is launch of three new etfs. at the nasdaq, it is yahoo finance. breadth filling in fairly nicely. levels, sara, 5,161. we're also watching for arrivals of former president trump outside the courthouse in manhattan. i'm not sure if we're going to take this live. we won't listen in, but the first criminal trial for the former president regarding the hush money and we'll talk about the implications of whether or not that constituted falsifying business records and election interference. djt was down a lot more premarket. >> it's a good segue into djt, which we've been following for some time. we were earlier in discussing a few prior to the de-spaccing, what it went on the economic front for the former president, who owns some, let's call it, 78 million shares right now,

he had been the founding lead of google's deep learning project and formerly the chief scientist at baidu him on the broadcast a number of times in the past. so andrew ng joining the board of amazon and just another example of how a.i. is becoming increasingly important to all of these big tech companies. as we mentioned, we'll be talking to amazon's ceo andy jassy in an exclusive interview. we're going to go everywhere with him, that's at 8:30 eastern time. in every part of the economy, > raumer, tech, everything else. >>stight ahead, how confident are ceos right now. we have new survey data coming out from kpmg's chief executive and we'll bring you that news right after this. boring does. great job astro-persons. over. boring is the jumping off point for all the un-boring things we do. boring makes vacations happen, early retirements possible, and startups start up. because it's smart, dependable, and steady. all words you want from your bank. taking chances is for skateboarding... and gas station sushi. not banking. that's why pnc bank strives to be boring with your money. the pragmati

tesla struck a deal with baidu in china, 50% higher off the back of that.to make of some of these moves or the legitimacy. jonathan: is 10% the new 1% for some of these tech names? from new york, equities just about negative by 0.1%. you are watching bloomberg surveillance. ♪ and they're all coming? those who are still with us, yes. grandpa! what's this? your wings. light 'em up! gentlemen, it's a beautiful... ...day to fly. >> maybe they continue to crush it at every angle. >> these companies have a ton of cash. >> when you have birthrates accelerate, they get anxious the. >> that is what people are looking at. west mayor focus on other things. we are willing to trade rate cuts for earnings growth. >> this is bloomberg surveillance with jonathan ferro, lisa abramowicz and annmarie hordern. jonathan: beginning in 30 minutes time. it is important, just not that important. the index, 8:30 eastern time. far more important today are after the closing bell. the data starts to heat up. on jobless claims. lisa: it will be about how this comes together, whether it