carol massar along with anyone.was a benchmark year for the semi conductor injury -- semi conductor industry. broadcom and nvidia, reaching new highs. intel, as we know, falling sharply in 2024 as they contended with losses and a grim forecast, really trying to figure its way forward. we are joined by someone who knows us on myspace like no other -- the semi conductor space like no other, ian is joining us on this monday. good to have you here with bonnie and i. i want to start with intel. i wonder if 2025 will be the year it figures itself out, how are you thinking about it as we get ready to kick off the new year? ian: it's a huge question right now. it doesn't even have a ceo. we still don't know who is going to lead this company forward. we heard from the co-ceo's, the interim appointees, will it be broken up? we don't know. that's even the existence of the company. even that's a question at this point. vonnie: what is its expertise in ? its expertise, what would it be bought for? ian: historically, it had one o

i am carol massar along with vonnie quinn. i gotta say, s&p 500 down, a bit of a whimper. st the amateurs out there. carol: it is like, where are you? it does feel pretty anemic. we are going to get into the trade. we are also going to talk about the treasury trade. and the $50 trillion daily use. this is all happening one day after the u.s. treasury was tested by what is being called a major incident caused by chinese hacking. all eyes, ears, nose and toes on the u.s. treasury. vonnie: we are all vulnerable to cyberattacks but do you want the treasury department to be that vulnerable? carol: speaking of bumps in the road, electrification, the road to electrification, ev's specifically. 2024 we saw a lot of people moving more into hybrids. still growth in the ev market but the rate of growth slowing down. we have a big question about what the road looks like in 2025. vonnie: especially with elon musk right beside the incoming president. does that make a difference? tesla is not exactly at its size. maybe we should speak to somebody about that. carol: we are going to check i

paul: that was the carnival ceo speaking with carol massar and tim stenovec. i am not a cruiser. david: i am not. i have never been on one. paul: charlie pellett is one and he goes everywhere but i am fascinated by the economics. it is good. i have owned this stocks and bonds. david: but never set foot on a vessel? paul: that may change in the future. the economics are phenomenal for these cruises. i remember the early days of the pandemic, day 1, 2, 3 they were issuing debt because they knew they were going to have problems. david: they couldn't get passengers off of the boats. paul: people are traveling from what i understand. james ferrara joins us. i am not one of them. i am staying close to home. these people that are nuts out there. they are on the roadways and in the airports. what are we seeing in terms of holiday travel this year? james: it feels like you are the only one. happy boxing day and welcome to the busiest holiday travel season on record, ever. people are visiting family and friends. they are also getting away and we have had the busiest days, december 1 will p

caroline: ceo of carnival cruises they are speaking with carol massar and tim stenovec.urn to autos because there is a big deal over in japan and it's not coming till 2026. there's also a lot to talk about in europe as well. we do it all with craig trudell. just take us over to nissan and honda. a deal done? >> this is going to play out over quite a while as you alluded to. the real questions about just how happy shareholders across the various companies involved are going to be with this. to put it plainly, this is really honda coming to nissan's rescue and that is sort of the writing was on the wall in terms of looking at the terms the companies talked about in tokyo. hondo will take the lead in forming this holding company the nissan will be part of maybe mitsubishi motors will join and the big question is where does renault stand in this is nissan's biggest shareholder, will they be content to move forward with this deal. paul: how are honda and nissan positioning this. will this be competitive with the fords, of the gm's and the volkswagens. where does it want to be