welcome to "techcheck" i'm carl quintanilla with deirdre bosa and jon fortt.gh geopolitical take this morning but in the midst of all that, doordash shares are surging after delivering some strong results we'll get a deep dive on those numbers and why some pandemic trends might be here to stay >>> nvidia takes a pause after massive run in '21 we'll break down why shares are down 8%. >>> dan lo, his $1 trillion bet. what he thinks the market is missing on amazon in a moment, jon. >> yeah. but carl, we will begin today's feed with a check on delivery as doordash shares now up about 12%. taking us back to levels seen, well, couple weeks ago going through the numbers, gross order volume was up 36% with average order volume steady, meaning the reopening might not be as big of a head wind to delivery names as some assume. monthly active users, people who placed an order on the app within the last month growing double digits to a record 25 million. some analysts not thrilled with the cost guidance, though. ceo tony shu says they will continue to invest in expansion,

carl, i have a different perspective. i looked at where amazon was in february of 2020 before the pandemic hit it was at around 2150. now it is above 3100 has it languished over the last year yes. it rans so much during the pandemic that run made sense. as i said last hour, this was an impressive quarter to me not just what happened in the quarter, but because amazon is able to continue to pursue two important, but diametrically opposed goals at the same time one, on the aws side cloud and ai leadership. aws is the biggest when it comes to that area when it comes to platforms on the people side with logistics and transportation they hired hundreds of thousands of people at a time when businesses have had a hard time hiring people. they have done it at higher wages and omicron has taken people out they used the profits from aws side to cover the costs. that is a strong position for them >> the advantage that they have is the capital to put back into the business carl, you were talking about it. the cap-x number is incredib

i'm carl qukwquintanilla with jn fortt.ee dierdre is off today >>> one guest says it is time to buy back in on some software and cloud. >>> finally, so much for a safe haven. another volatile session for crypto amid all of these geopolitical tensions. that's where we are going to begin. we go live to wachshington for e situation in ukraine >> the white house is facing pressure to block the in order steam 2 pipeline from moving forward as world leaders toughen their stance german chancellor olaf scholz will pull the pipeline after months assessing the move. it's in light of russia's deployment of troops into the donbas region of ukraine jen psaki says the u.s. has been in close conversation with germany, and it welcomed the announcement she also said the u.s. would take action on nord stream if russia were to invade ukraine. two sources are now telling nbc that is how the biden administration is characterizing the situation now, as an invasion the white house is preparing to announce additional measures targeting russia toda

keep it fun, carl.have a whole different reaction to this, whether you're in the kind of crypto world, d, or if you're kind of leaning more into the gaming world some like it, some don't. >>> after the break, a look inside outgoing peloton ceo john foley's company holiday parties, and the culture he helped create acc "tech check" is back in a moment new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get your shortlist of quality candidates, whose resumes on indeed match your job criteria. visit indeed.com/hire and get started today. trading isn't just a hobby. it's your future. so you don't lose sight of the big picture, even when you're focused on what's happening right now. and thinkorswim® is right there with you. to help you become a smarter investor. with an innovative trading platform full of customizable tools. dedicated trade desk pros and a passionate trader community sharing strategies right on the platform. because

i'm carl quintanilla with david faber. carl cramer is on assignment retail sales crush estimates after last month's drop. best core number in almost a year meantime earnings for shopify are not well received. road map begins with the reopening trade and the stay at

other chinese tech firms like carl mentioned are taking a hit.nt music is off, pinduoduo also down in the past few days and hong kong's hang sen index down 5% in the past few days and the latest crackdown comes as authorities continue to roll out new initiatives for the country's tech sector to keep financial risks under control. >> thank you >> still to come, fund strat's tom lee says the bull case for equities is still in tact even over cases for the fed, russia, inflation. >> plus, shares of virgin galactic are falling and have been cut nearly in half this year we'll get the latest read on the space company come earnings hit after the close. >> as we head to break, here is a check on bonds yields are mostly higher now after an up and down session the ten-year yielding around 1.94%, about 1.93% right now "closing bell" will be right back (vo) some bonds last a lifetime. some bonds inspire confidence, and some you grow to rely on. these are the bonds worth investing in. for over 50 years, pimco has reinvented fixed income to create opportunities

. >> thanks, carl. thanks for having me on.ook, i would -- one of my teachers always said going to the bottom is a fool eegs's gam i won't attempt it the skew is upward, but having lived through the dot com bubble, i do have to say, the environment we're exiting very much has some characteristics that resemble that, in terms of these vast swaths of capital really elevating multiples the way that we've played this is trying to be discerning between the names that we think are going to continue to grow and/or accelerate in this environment, and now have sold off and are trading at very compelling multiples, and the names that still might be decelerating or disappointing. >> right all right. walk us through, how do you get to those that are reaccelerating and the ones we mentioned in the intro, why do those fit? >> so if you look at five nine as an example, the company was -- it was almost taken out by zoom last year at over $200 a share. it's done nothing by exaccelerae throughout the course of the ensuing months that deal fell t

i'm carl quintanilla outside sofi stadium premarket trying to go green here as markets reel not just from cpi but that increasing volatility and fed speak as goldman sees seven hikes for the year the fed poised to act as inflation continues to spike why investors are already pricing in a half point march rate hike. >> watching tech movers. zillow and expedia moving while shares of affirm tumble. >>> and watching space elon musk says the first orbital star ship flight could be as early as march while astrospace failed to reach the first mission. >>> we'll talk about inflation after yesterday's selloff. mike, what appears to be an extension of the selloff, really it's about the asymmetric fed speak whether it's bullard or barken or daily as the markets already pricing in 11 basis points before the next meeting >> yeah. market is moved so fast in repricing for what the fed is going to do. the movement in the two-year treasury note yield yesterday up something like a quarter of a percent. just a historic level of radical rethinking on the fly of how much the fed might have to do. now, th

hey... it's our former broker carl. carl, say hi to nina, our schwab financial consultant. hm... i know how difficult these calls can be. not with schwab. nina made it easier to set up our financial plan. we can check in on it anytime. it changes when our goals change. planning can't be that easy. actually, it can be, carl. look forward to planning with schwab. schwab! ♪♪ blackrock silver is bringing new life to a historic silver district, the second largest in the silver state of nevada. with multiple recent high grade discoveries, blackrock is well underway on the largest silver exploration program in america. blackrock silver. what does a foster kid need from you? to be brave. to show up. for staying connected. the questions they weren't able to ask. show up for the first day of school, the last day at their current address. for the mornings when everything's wrong. for the manicure that makes everything right, for right now. show up, however you can, for the foster kids who need it most— at helpfosterchildren.com bell." another volatile day for the markets. an early plummet g

let's get to the judge. >>> carl, thanks so much welcome to "the halftime report." eye of the storm. why one top wall street watcher says why stocks are there, we will debate the road ahead for your money, kari firestone, rob sechin and joe teranova, and pete najarian. nasdaq's down by about 1%, barely hanging on it 14,000. there is the russell ten-year note yield 204 wooe han

the bottom line here is it's a big agenda, carl this is one of the biggest agendas in decades carl, if theme, they just want more disclosure on everything on esg from hedge funds, from virtually anybody, they want to know more about what's going on on wall street that meeting is in about an hour we're monitoring it. carl >> thank you very much, bob, watching some of the proponents within the dow visa, amex, disney, all among the leaders, as we see this reopening play take place. a lot of the states now, mike, california, new jersey, delaware, connecticut, we think today new york will roll some. fauci talking to the f.t. yesterday, saying he thinking the full-blown nature of the pandemic is going to end and americans, in his words, are going to make some of their own decisions based on treatments and antivirals >> kind of an accelerated return to something like normal i think the market was thinking this is the likely outcome hotel stocks are starting to run here, the airlines again doing pretty well it seems as if we got past this consumer lull, and the markets rolling on beyond. >> ma

>> yeah, thanks, carl, for having us. we saw broad strength in both advertiser spend and consumer engagement. it was across verticals, retails, finance, media, travel is even strong so some of it is broad based across products again to your point. search, youtube network. you know, what i think is really important is cloud it showed particular strength, 45% growth to 6 billion. the backlog increased 70% to 51 billion. these are big numbers. these are starting to get in the realms of azure and aws. so moving on to bigger and better and more complex enterprise workloads the more sophisticated sales force, too 3x bigger than it was in '19 across geographies, products, industries a lot of strength at google's cloud business >> i wonder what you make of the turmoil at various platforms like pins, like snap, like paypal today we're all wondering what meta is going to tell us tonight is this a dynamic where big guys, the champions are simply getting stronger at the expense of smaller rivals? >> it's a great question i think what

carl, the mall did really well. >> i was going to say, it's not all doom and gloom today ralph guides higher. el guides higher hersheys guides higher. >> i like mars better. direct to consumer did well. if you had something where you went out and bought or traveled you want to be levered to that david, user growth no longer is doing it this is very hard to monetize on advertising. when apple has pretty much made itself its large advertise. >> yeah. and the numbers are stark when you look at the fact that facebook lost users. that's not -- >> they would tell you -- >> i know you don't care where it is. am i a defender of it? yes. i'm okay in multiple. >> i guess to sum up you're a believer in zuckerberg. >>well, so far that's been pretty good call. >> without a duty! without a doubt. >> must buy back stock at $100 million a year rate. >> one thing they is what i call unlimited fire power and if they want to win against tiktok, they are the only one other than maybe alphabet wants to win against tiktok. apple has done some things that made it so your life has changed on the web if you p

i'm carl quintanilla with jon fortt and dierdre bosa the nasdaq is more than 13% off the all-time highthis hour, we're going to look at one sector badly beaten down. talk about what buying opportunities may lie ahead. >>> we'll talk to the ceo of arista network plus, the ceo of f5 joins us, focusing on cloud security >>> intel continues its spree of acquisitions we'll get more on this $5.4 billion deal for tower semi. >>> we're going to start with the markets. what names are leading the nasdaq higher this morning as it outperforms? dom chu with that. over to you. >> nasdaq-focused trading day. it is an outperforming it often is the most volatile part of the market carl memntioned that 13% drop from the record highs we are still at right now just to put it in visual context, from those highs, this is what down 13% looks like overall. we are still below some of the longer averages or trend lines for the nasdaq, but trying to find some base we'll see if it lasts. within that particular trade, the s&p 500 technology sector overall is still down roughly 11% from the record highs that we've

>> yeah, carl.ent like i said where the consumer is still been very resilient, but we're very mindful of that and so, we always say that productivity is our first line of defense against inflation but we're seeing the type of inflation that we're seeing you do have to go through the whole growth revenue tool kit. part is price but the other things you mentioned promotion management, trade management, making sure that every dollar that we spend is getting a return for us. and so, you know, it can't be just price it's got to be the full tool kit of what we look at, but we're not looking at reductions in advertising and promotion. we are very firmly committed to continuing to support our brands to make sure that, you know, from a share perspective they perform and that they're very healthy. but to your point, it's the whole tool kit of productivity across the patch that companies are going to need to look at in inflationary environment like we're seeing we're seeing growth and inflation in the coming y

i'm carl quintanilla markets here ending the week on a bit of a tepid note.&p just marginally down live from so-fi stadium, talking media rights, ad deals and a lot more with the nfl's chief media and business officer in just a moment first though a news update >> good morning. consumer sentiment falling to more than 10-year low this month, concerns about inflation helped push the university of michigan's index down to 51.7 from january 57.2, and economists had expected an increase despite some expectations for a dramatic half point rate hike, the federal reserve will probably take a more measured approach, at least to start. cnbc's steve liesman says several officials are saying publicly and privately they do not agree with the call from the st. louis fed president bullard for a fed hike next month. a quarter point expected, for every meeting in 202, and the fed's kmiftss say the inflation should moderate this year but the timing is uncertain and the senate banking committee will vote next tuesday on several fed nominations including the reappointment of the

carl >>> meantime, morgan, eft spotlight.a is helping to lead the s&p. >> yeah, carl, it is, although the last six months or so it's been an opposite story the biotech etf, the xbi, that is down about 10% over the last week more than 170 of the 189 companies in the index all down for the week so it's been a tough time. you can see down there 11% the last week. but it's been longer than the last week that biotech has been having a tough go. if you look at the xbi and ibb the last six months and compare that with the broader market, you can see both of those indexes or efts down 30% 34% for the xbi, which is smaller and mid cap companies. the ibb more like companies like moderna. if you look at that performance down about 60% however are today up almost 9% on an earnings beat for the fourth quarter and raising its covid vaccine forecast for the full year. we talked about moderna's ceo this morning about what the rest of the year potentially looks like for the pandemic and the outlook for boosters in the fall here's what he said

investors missing a giant q4 under the surface, like microsoft, and alphabet that plays out today carl >> john, we'll start squarely with meta, as you said a rerating of the company, the company posts rare earnings miss only the third time ever, market cap now below $700 billion disappointing guidance, stalling user metrics weighing on the stock. also taking a hit from macro challenges, too, inflation, supply chain affecting advertisers. apple's privacy changes, the other big hurdle interestingly alphabet didn't feel the pain there. that divide becomes a big area of focus for investors facebook had the lowest forward pe ratio going into earnings, now sitting at 18, 18 times forward earnings compared to 27 over at alphabet john, that's not even talking about the level of investment they are making on metaverse in the coming years >> this is something bothering me for a while, i think i mentioned it on tc, comparing one stock to just a bunch of other stocks to decide whether it's cheap or not. we have to stop doing that the market s&p was up better than 27%, can you justify facebook is c

julia. >> that's right, carl.tions regulator said just today that the company was partially limiting access to meta platforms facebook, saying this is in response to restrictions that the social giant has imposed on russian media accusing facebook of censorship. this russian regulator is saying that facebook limited the official accounts of four russian media sites saying such actions against russian internet resources and the media are prohibited by federal law. now, we have reached out to meta for comment. we have not gotten a comment yet back about this, and it is unclear exactly what these restrictions on the social platform are or will be. guys, back over to you >> julia, i know you'll be tracking it, and bring us any developments up next, the musks are in hot water, the s.e.c. reportedly probing elon and his brother for insider trading following their tesla shares sales earlier this year, we'll bring you that in a n'gonyertes. dot awhe. what happens if you ever need to miss work for a long period of time? wh

for now, let's get to the half >>> carl, thank you so much.port," i'm scott wapner. sell the rallies or buy the dips what is the best strategy for your money right now we'll debate that with the investment company bryan, steve weiss, joe, jon najarian, let's take a look at where the trade is at 12:00 noon in the east. a mixed bag, dow's hanging on to gains, s&p, nasdaq, modest losses, ten-year note yield 192 so we continue the creep toward 2% joe, you think we're going to retest the january lows? >> i do. and i think what's happening right now is whe

i'm carl quintanilla with david faber. carl cramer is on assignment retail sales crush estimates after last month's drop. best core number in almost a year meantime earnings for shopify are not well received. road map begins with the reopening trade and the stay at home trade mo dern that's ceo said covid may be entering the final stages quarterly bookings disappoint. we'll talk to the ceo this hour. >>> in a few minutes, b of a's brian moynihan will join us. moderna's ceo joined "squawk asia"over night. >> i think the way i think about it, there's an 80% chance that omicron evolves, we are going to see less and less. >> 80/20 you take the odds? >> yeah. i have to tell you, he's been good the whole way he's been good when you needed his -- look, people don't remember the absolute bottom that happened in 2020, the call bottom when he had one patient that he vaccinated and the person had the break of not getting the early strain of covid. and if he says, look, my vaccines aren't going make a lot of money going forward he's a

i'm carl quintanilla with deirdre bosa, and jon fortt and julia boorstin with us for the feed tech ising to claw back early losses after a sharp drop following that harder than expected inflation number now at the highest level since '82. ten year has gotten back above 2% and financials and energy are leading as a result. disney does bring the magic back uber delivers while twitter appears to be the only buyer of its stock. we have you covered on all the earnings of the morning. >>> then the world's richest crypto billionaire looks to diverse fie. the ceo of binance will join us after his big invest nmt forbes. we'll start with disney the stock popping after the company posted a beat on top of the bottom line, got strength in streemg. that was a big theme this quarter adding 12 million subs in that time julia talked yesterday who reaffirmed the company's subscriber goal. >> we're reaffirming our guidance of 2030 to 2060 as we gave last december that's been our target that continues to be our target and really what's driving us what we said great content we'll have more franchise-added

carl >> kayla, obviously, all the market can think about this morning.ts, we are slide hearing s&p's trying to hold on to a weekly gain on some of these russian/ukraine tensions morning us is northern trust manager. i wonder what you are making of how quickly the geopolitical conversation has supplanted what was a pretty active fed discussion and whether or not that complicates the fed's mission of trying to engineer some kind of soft landing. >> well, i think we said all along, when you think about the situation that the fed is in, they already have to thread a pretty challenging needle, so to speak. it's the dealing with what we know is inflation right now, and it's a question of how persistent it is, because we know it's rather substantial near term, but also now these not only rising geopolitical issues, but also, carl, introduced a third element to that they talked about certain systemic challenges they are trying to manage, and that has faded to the background. certainly complicated. the thing we know for sure, we will see increased volatility i th

>> commissioner brandon: carl, thank you so much for the report. i think when i was first asked about this, my only concern was after the summer months and our september meetings are actually pretty full. i agree with all the other months. i'm just still leery about going for three -- for six months with only one meeting. and that's just going to create a very packed long schedule for the commissioners. so that was my own currently. -- concern. >> i totally understand that concern. and we did look at the schedule from last year and the schedule and agenda was surprisingly light for september and october and we did consider cancelling the second september meeting. we could call a special meeting if warranted. obviously, we don't have to -- we don't want to have to rely on that because you have busy schedules and we want predictability. but i think if we try it this year, maybe a pilot and figure out if those meetings after the summer months might need a second meeting in one of those months. >> thank you, i appreciate it. >> commissioner gilman: aga

i'm carl qukwquintanilla with jn fortt.oud. >>> finally, so much for a safe haven. another volatile session for crypto amid all of t

i'm carl with morgan and mike. is wrestling with headlines that indicates some deesclaze in ukraine the dow is up 300, morgan. >> we're 30 minutes into the trading session. here are three big movers that we are watching. we're going to start with marriott booking gains beating on the top and bottom lines. seeing occupancy rates rise. plus, virgin galactic lifting off, announcing a limited opportunity for the general public to buy future space flight reservations for its suborbital service that's expected to launch later this year total ticket price of $450,000 that's where it starts down payment of $150,000, and you could see shares of the company up about 15%, almost 16% on this news however, still down more than 80% over the last year of trading. finally, we will end with advanced auto parts. under pressure despite beating analyst earnings, expectations company sales coming in higher than a year before, but inflationary headwinds putting a dent in profit those shares are down about 3% right now. we're going to di

i'm carl quintanilla futures close to a one-week high here as the reopening trade finds some fresh legs. more states loosening restrictions we have signs of congestion, and at least one fed official said we're on the cusp of inflation moderating 10-year below 1.94. the speaker of the house said she's moving to ban stock trading on capitol hill. here is what she had to say on

ker carl welcome to tucker carlson. tonight workers of the world unite. you have nothing tototoworkers t your chains. that's from karl marx, of course he wrote that famous phrase in eighteen 48. the weird things is it's pretty likely that marx himselfx never met an actual worker. wait a second. he didn't spendhe a decade in a cotton mill witnessing the oppression firsthand? no. karl marx neversi spent t a momk in a factory. he was a rich kid who became a journalist. of course he was. butbu for more for more than

so ward, carl. i mean, tesla is the ev name, right?erywhere in the world. >> elon musk, yeah he's hard to handle and he's even hard for himself to handle and so american and such an icon i understand how maybe from the white house's perspective you need to be careful about the optics and how you align with elon musk or not especially given all of the trump era positioning, but i guess, about time. >> to say that he's done so much to make the ev in america possible is certainly an understatement also, carl, that piece of news that the model y is the second best-selling vehicle here in california i thought i was just looking for teslas and that's why i saw so many of them no, the numbers back it up huge success and that's overall. so just a huge number. >> yeah. the president says he's a car guy. we would love to see musk get invited to the white house some time maybe later this year >> meantime, if you're looking for other ways to plate ev trade. a big boost as china makes it easier for mainland investors to access the hong kong shares

back over to you, carl >> frank, appreciate that.ll do a deep dive on peloton and what might be some potential suitors, nike, apple, amazon rumored to be in the mix. tight range he, re45.12 on the s&p. we'll be right back. ♪ ♪ ♪ hey google. ♪ ♪ ♪ ♪ ♪ ♪ >>> welcome back to "squawk on the street" i'm dominic chu. stocks are mostly higher fractionally speaking to start off this week and technology is one of the best performing sectors so far, in the green by just one quarter of 1% within that particular group, we are seeing relative strength among a mix of names including solar edge and payments processors like paycom and global payments as well, some moves higher there the chip stocks are also largely in positive territory. names like xylinx and in vid ya and applied materials also moving higher at this hour keep an eye on the semiconductor stocks very much in the green > ers rew. >>the'mo "squawk on the street" ahead. stay with us right here. don't go away. do you have a life insurance policy you no longer need? now you can sell your

hey... it's our former broker carl. carl, say hi to nina, our schwab financial consultant. hm...be. not with schwab. nina made it easier to set up our financial plan. we can check in on it anytime. it changes when our goals change. planning can't be that easy. actually, it can be, carl. look forward to planning with schwab. schwab! ♪♪ (vo) ultra meets ultra for business. the new samsung galaxy s22 ultra meets verizon 5g ultra wideband. ultra-collaborative. ultra-secure. when you buy one, get up to $1,000 on another. verizon is going ultra, so your business can too. >>> welcome back to "fast money. take a look at the gdx for gold miners ending flat after major activity on thursday guy, this is the one you pointed out as chart of the week, why? >> eagle eye, sister because you have this two and half year downtrend that we're in the midst of, august 2020 high, 42 and change to may 21 high and topped out at the trend line to the penny as carter would say, by the way, you'll see him in a few minutes on "options action" with that said, it's hauntingly familiar to this 13-year down tren

hey... it's our former broker carl. carl, say hi to nina, our schwab financial consultant. hm...ult these calls can be. not with schwab. nina made it easier to set up our financial plan. we can check in on it anytime. it changes when our goals change. planning can't be that easy. actually, it can be, carl. look forward to planning with schwab. schwab! ♪♪ as a small business owner, your bottom line is always top of mind. so start saving with comcast business mobile. flexible data plans mean you can get unlimited data or pay by the gig. all on the most reliable 5g network. with no line activation fees or term contracts. saving you up to $500 a year. so boost your bottom line by switching today. get the new samsung galaxy s22 series on comcast business mobile and for a limited time save up to $750 on a new samsung device with eligible trade-in. maria: at a welcome back. the russian invasion has ukraine not only battling attacks on the ground they're fighting a war in cyberspace. this week several of ukraine government and banking websites were knocked off-line. they say russia is to

. ♪ ♪ >>> good wednesday morning i'm carl quintanilla with deirdre bosa and jon fortt today.habet surging, with a plan 20 for 1 split. meantime investors splitting up with paypal, shares on the pace for the worst day in several years. it's a tough year for fintech as well sales are up 68 year on year, dee. >> carl, we'll start with alphabet, surging and what its results signals for the rest of big tech a stock split, shares shooting higher, more than 6.5%, up more than 10% at the open, so just this massive revaluing of alphabet big tech mostly survives that selling we have seen over the last few weeks, the 50% drawdowns in softwares and ipos, but it was down nearly 5% going into the print year to date. a lot of focus has been on alphabet's valuation after today's move, up more than 50% over the last year, revenue was up more than 30% year over year, free cash flow, some $140 billion in cash and cash on hand if you look at the pe ratio, alphabet and meta are the best deals. netflix, amazon trade at 45 and 80 times forward pe. this value is here, but alphabet, of course, this g

will they bounce back quickly this time, carl? >> yeah, that's a big question, stuart. in the ukraine, but i don't think that's the problem we have. i think the problem we really have is theres a much deeper one which is inflation, and i know a lot of people say that, so i'm just not giving you new news, but i think inflation is a major problem for us, and i think that is what we have to deal with. i lived through it in the 70s and it's not easy to put that ge nie back not bottle. stuart: carl i was in the 70s too and i remember very well, i remember inflation took off towards the end of the decade, and really stayed with us for a very long time, and it wasn't until the paul volcker at the federal reserve raised interest rates dramatically that we vent got rid of inflation. do we have to do the same thing again this time around? >> i believe that eventually, it's going to come to it but i can't tell you when, i don't think anybody can predict the exact timing of the market, and anybody trying to do it is just, i think, wasting time, but i think look at a macro picture a

carl: short-term game. i'm going to say this.s fair to say that the activist cannot make the short-term gain. in other words, if he is an activist, he is buying it. for the good of his shareholders, for the good of the company, i'm going to wage a proxy fight, whatever. he has to keep it for a certain amount of time. he has to keep it with a certain amount of time. let's say he buys it and gets that extra five days, seven days, accumulates some stock and the stock does go up, at least he is going to make some money if the company does go out or does other things. otherwise, what this rule is going to do is discourage activism even more than it is discouraged today. shery: carl icahn speaking with bloomberg television's erik schatzker. coming up next, one veteran investor in japan tells us how he is building long-term gains in the country. rogers investment advisors joins us on bloomberg wealth. this is bloomberg. ♪ shery: our next bloomberg wealth guest is a long time investor in japan. ed rogers trades in public markets but has

i'm carl quintanilla with jim cramer and david faber coming on the heels of a strong two-day rally nasdaq's up almost 9% from the january 2022 low our road map begins with signs of a muted start to the new month after closing out the worst month since the start of the pandemic >> plus, at&t it's slashing its dividend path divesting its warner media division after the discovery deal closes. a lot of important details here that we will dig into and explain. >>> and as for earnings, well, we got exxon, u.p.s., nxp crossing the tape, and alphabet, general motors, starbucks and as carl said, amed on tap >> we got that 90% volume yesterday, best nasdaq day since april of 2020. people still think this was a violent rip in a longer term down move. >> i think that we got very negative, and i think that we can stay negative on some parts. i mean, i see some what i call rear guard analyst action coming back to these companies, don't have any revenue, don't have any earnings 50 times sales this is your chance to free yourself of those companies. they're all up take advantage of it focus on companies th

steve liesman has more on expectations today >> good morning, carl.consumer spending and durable goods orders affirming comment that is despite the uncertainty and the russian invasion rate hikes are in order the debate is whether or not 25 or 50. we'll see in a minute that fed officials think differently and a fed governor weighed in yesterday saying if inflation and jobs reports indicate the economy is still running exceedingly hot a strong case can be made for a 50-basis-point hike in march. data today showing the preferred gauge hitting fresh 40-year highs in january with the headline of 5% consumer spending strong though americans dipped into savings to make ends meet and could bring help on inflation with some demand destruction but the momentum of the economy and the belief that the ukrainian situation will not slow it much. probably to keep rate hikes on track. president barken saying i don't think you'll see change that rates need to rise another president saying 25 base i points is the right call san francisco president daly saying raising r

the more dollars, more marketing dollars in this industry carl, dropbox shares lower on the back of aq4. revenue grew 12% guidance for the quarter and the full year missing the streets forecast that is what the pressures the stock. joining us for an exclusive, ceo and co-founder drew. great to have you on program it's been four years since your ipo. you're less than a few dollars above your listing price but the company has expanded you made a number of acquiacqui acqui acquisitions you've gone into the collaboration space. what are investors missing how are you creating long term value here >> well, we're building on a lot of our momentum. 2021 was a strong year for us. the end of the year was over 2.2 approximate and are significantly increased profitability. we made a lot of progress since we went public we dropped new products like dropbox capture and beta >> drew, we talk about this often. it feels like it comes down to converting free users. you have a ton of those and to pay the users. the growth there is sort of flat and even though you are adding all of these new features, do

investigators say that the victim was stabbed in the parking lot of the carl's carl's jr.'s. officers and paramedics tried to save him but he was taken to the hospital where he died. >>> new video from antioch where a 76-year-old woman was shot and killed while riding in a car. police say that after seven lall va inveigatorsaca frdifft ca the . aned at the shot back on the oregon coast. my husband, sam, we've been married 53 years. we love to walk on the beach. i have two daughters and then two granddaughters. i noticed that memories were not there like they were when i was much younger. since taking prevagen, my memory has gotten better and it's like the puzzle pieces have all been [click] put together. prevagen. healthier brain. better life. . >>> samsung has rolled out its newsest set of smart phones. >> they ruled them out this morning. they said all the phones will have 5g, camera upgrades and a better battery life. the s22 starts at $800. the s22 ultra is almost $1,200. it's similar to the galaxy note. they are all available for preorder now. >>> let's look at wall stre

we were you know, just just waiting and then finally it happened finally the flight landed carl fare was one of the first few people to get off the airplane and he was putting handcuffs and arrested all the texas agents, you know went into the office and started the search. i went into the office a couple minutes after that. um, but it was pretty unreal. i mean we had just hold off this arrest of the ceo of you know, the biggest human trafficking ring in the history of the world at that point. you know, it was a it was a it was a really really big deal. i actually remember calling you some curious. what what your reaction was and what kind of feedback you were getting on on your end. sure. no, i am i remember that day also, not of course not as much detail as you but you know, definitely remember that call and you know you that you know, a lot of prosecutors have been looking at this issue and that you've been looking especially closely added and and just kind of how monumental you know when you told me that crawl career had been arrested that the case had been filed the criminal cha

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musk an e-mail, and honestly, carl, i didn't think he would respond.forward with the comments to cnbc about, you know, where he seeing this back and forth with the president he's convinced that president biden is ignoring tesla. the white house, when they spoke to us, kind of hinted that's not really acrazz. there are white house officials in touch with tesla, but the white house did not rule out they're kind of in this battle with musk himself. this apparent fight may not necessarily have all to do with tesla. i think it's becoming a bit more personal than that with the billionaire ceo. we'll have to see how it all plays out. it was interesting he gave us these comments about this kind of developing feud he'll dispute it was a feud, but i will say it's one of the bigger feuds that joe biden is in with a ceo, at least to my knowledge. >> it's kind of blatant disrespect, i guess, i would say, on both ends. i mean, it's weird the white house won't even say tesla or speak elon musk's name. it's like he's voldemort or something. elon musk, you never know w

carl, it is martin, are you all right? yeah. tell me, carl, when you went yesterday, how did it go? yes, half an hour. that is pretty good. see you when you get back, drive safely, goodbye. so, yeah, that was one of our drivers. that phone call was the nice bit, you have gone through the huge pain barrier of getting over that. the brexit charges and the modern logistics problems are adding a big cost and that cost is the customer pays more, we make less, and the fisherman gets paid less. the thing is, it is driving the prices down, brexit and all that, because you get more than they need, so the price isjust going down. you just aren't earning enough, you know. and with everything gone up in price... oysters haven't gone up in price like everything else has. and your catch has come down. what you think of the oyster men's expectations for this year? so, essentially, they are all nervous, like everyone else is, because we don't know how long it is going to go on for, how the market is going to react. with the added brexit stuff in the challenging times, they want to know if it is goi