barry mccarthy, ceo. cfo of spotify. >> i've been scared of barry for maybe a dozen years. >> and netflix yeah, well, look -- >> you know why? because barry does what's necessary. some guys won't. belichick has. barry has. parcells did >> musk does >> yes, that's good. >> he's cut way more jobs at twitter than barry has at peloton. >> you know who doesn't fear musk, besides bret taylor? mary barr. she's not worried, because the demand for the electric silverado, so off the charts, she's not sweating the musk -- there's nothing existential. >> following through today with a bit of an increase >> even as jonas raises. >> this was a great note out of jonas. the capex numbers at gm, far higher than we anticipated difficult to say how much of this is related to a more positive macro, but $11 billion to $13 billion is a major step up, and you spoke to mary last night. take a listen. >> i'm excited for '23 i know there's challenges, and we don't exactly know what the macro is going to be, but i think we're well

looking across the sell side reaction, i guess the concern is that we believe barry mccarthy in the nearerm without having any evidence of what the growth story is two or three years from now. that seems to be the skepticism out there. >> that's exactly right. what was in their control was cutting costs, headcount reduction. as well as inventory management. better inventory demand management. all of that has been done in the past and they have done a great job. what is not in there is the driving demand. how much upper balance due they need to do with markets to drive for mental demand -- demand and maintain positive cash flow profitability? and what's not clear with the unhappy is the recent shift with outsourcing customer service. the experience customers use to have is not the same in terms of expecting customer service that they had before, as well as the delivery expectations with the equipment. caroline: yeah, got to build your own. i'm interesting -- interested in what they have to do next. is it most important that these partnerships work out or is it about self investment to upd

. >> we're gonna leave it there, general barry mccarthy and -- thank you both very much.s, rudy giuliani, remember him? remember from america's mayor and i celebrated crime fighter to donald trump's side kick. peddling the big lie. so, where exactly did it all go wrong? a new series explores his fall from grace in the director joins us on the 11th hour continues. need a backup plan? get plan b one-step. plan b helps prevent pregnancy before it starts by temporarily delaying ovulation—and you can resume your regular birth control right away. i've got this. ♪♪ >> from america's mayor. to conspiracy theorists, and trump left up. for those over enough to remember the man who -- took through the 9/11 attacks. rudy giuliani's fall from grace is especially shocking. this is a man that was a u.s. associate attorney general. and was the u.s. attorney in the southern district. but the new nbc docuseries examines whether rudy giuliani really changed. by trying to understand who he was before the downfall, watch this. we're gonna send a message here. we are going to show that there i

barry mccarthy was on our air, david.ou may have been taking a smoking break. >> i'm aware that you interviewed barry mccarthy the other day at 10:30 i was listening to every word of it it was a get it was quite a get >> please don't put that company, which is really -- >> we got to get to the big three now and see how they're doing. >> okay. >> let's do it >> you've kind of touched on apple, jim, but there is this feeling or this sentiment that you spoke to tim cook, i think about operating and gross margins may be getting better after some of this squeeze >> right well, i think that, yes, i'm still owning it, don't trade it. i think this company was uniquely poorly positioned versus what happened in china. you couldn't predict it. and they -- tim is talking about macro problems, which obviously means the phones, i think, you could say, are a little expensive or people feeling a little bummed out, but i think if he had had all of the phones that he needed, we would not be talking about this shortage. we wouldn't be focus

check out shares of peloton, as well, getting a lift from these better than expected results barry mccarthy with jim a few moments ago as losses shrink, sub-revenue once again outpacing equipment sales. we'll keep an eye on that with shares up almost 20% we're ba ia me ckn mont ♪ icy hot pro starts working instantly. with two max-strength pain relievers. ♪ so you can rise from pain like a pro. icy hot pro. >>> welcome back to fact check let's get to juniper networks. the stock down about 5% this morning after a surprise miss on fourth quarter evenue. that's thanks to moderating demand, lower product orders than expected. joining us now, juniper network ceo, ramey raheem. so good to see you quite a complicated story for investors to nderstand you have some share gains, but also a cloud slowdown. help us sort through it. >> yeah, so we just wrapped up a record year for juniper from a revenue standpoint a record quarter from a revenue standpoint our enterprise business had both a record year and a record quarter. we had our second highest cloud provider revenue quarter in q4 and weed up our fu

it's barry mccarthy. he'll chop people's heads off if he wants to. i think he's dynamite.ea. i wish it hadn't gone up to two bucks or i would say i'm going to be all in peloton's a great idea two bucks after that last quarter. but you've got a great idea! contrary i love that! more "mad money" from miami is back after the break >> announcer: coming up, cramer's at the miami herbert business school, connecting with the next generation of leaders but how about the next generation of growth stocks? a look into the future, next we all have a purpose in life - a “why.” no matter your purpose, at pnc private bank we will work with you every step of the way to help you achieve it. so let us focus on the how. just tell us - what's your why? - psst! susan! so let us focus on the how. with paycom, employees do their own payroll. - what's paycom? a magic payroll genie? - it's a payroll app. - payroll is way too complicated for the average person. - paycom guides them through it. missing or duplicate punches, pending expenses, unapproved pto, on and on. - why would employees wanna do

. >> we're gonna leave it there, general barry mccarthy and -- thank you both very much.er him? remember from america's mayor and i celebrated crime fighter to donald trump's side kick. peddling the big lie. so, where exactly did it all go wrong? a new series explores his fall from grace in the director joins us on the 11th hour continues. arning 3% at drugstores with chase freedom unlimited. so i can save on something special for a first date? wait! that's all for a first date? whoa. alright, c'mon. earn big with chase freedom unlimited with no annual fee. how do you cashback? i'm managing my high blood pressure, earn big with chase freedom unlimited with no annual fee. but i'm still a target for chronic kidney disease. and my type 2 diabetes means i'm also a target. we are targets too. millions have chronic kidney disease and 90% don't know they have it. so ask for your kidney numbers and farxiga. ♪ far-xi-ga ♪ if you have chronic kidney disease, farxiga reduces the risk of kidney failure, which can lead to dialysis. farxiga can cause serious side effects including dehy

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but according to the ceo, the worst might be over and a potential turning point, barry mccarthy, andoney in almost two years. wider than expected losses, sure, and sales came in better for the holiday period. we're looking at eight quarters in a row of losses, but here's the thing, the subscription business is holding up. you still have 3 million sign-ups, and that's up 10% from last year. when you're up 62% in january alone, some will say that's pretty high momentum. stuart: i thought expensive bikes at home were done, but apparently not. susan: i think the ones who have bought the bikes, they're holding on to their subscription plans, and that's holding up the stock right now. stuart: t-mobile. susan: forecasting 5 million new customers this year, better sale, better profit to end the year. same thing we heard from at&t and verizon as well, more sign-ups for subscription business -- stuart: that's a trend, isn't it? you've got that right. how about match group? they're down 7%? susan: okay, so they made a profit, which was positive, to be honest, in the final three months of last y

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barry moore of alabama wants congress to designate the ar-15 assault-style rifle as the country's national gun. and marjorie taylor greene now a key ally of of the house speaker kevin mccarthytime for what she calls a national divorce. for red states to break off and form a separate alliance. >> everyone i talked to is sick and tired and fed up of being bullied by the far left, abused by the left and disrespected by the left. our ideas, our policies, you ways of life have become so far apart that it's just coming to that point. and the last thing i ever want to see in america is a civil war. >> but she wants to see a national divorce. she wants somehow red states to break off from blue states. what is she talking about? >> she's talking about something that she hapt thought through completely. she's trying to say, i don't want civil war. i don't want to separate the country, but i want to separate the states because she was talking, but not necessarily i think presenting a fully thought out idea. what she's doing is reflecting again this passion and this energy from the far right that we know has em a powered the house freedom caucus. it has empower ed the maga republican a

mccarthy. sh. sh. >> listen, melissa manchester, i think barry mant low may have written that song. >> i think you'reial gop twitter count had an embarrassing self-own is? do you know what a self-own is? >> i do it everyday. >> kicking it into your own goal yeah. a cell phone they self own -- >> also that. >> they own themselves so they posted a picture of farmland with the caption, wait until the coastal elites find out this is where their food comes from. turns out the picture is from the golden state, california. democrat who represents the area, replied, quote, wait until the gop finds out this is the left coast, baby. >> self own. noticeably absent in last night's rebuttal speech from sarah huckabee sanders -- >> that was just bleak, wasn't it? >> it was. >> why? >> i don't know. it was low energy. >> did none of these people ever listen to ronald reagan? the whole thing was be optimistic. reagan would say i truly believe american's greatest days lie ahead. quote carl sandberg, it's all beautiful. so grim. >> absent was any direct mention of her former boss, donald trump. huckabee sanders, who w