ew> and dan ives has a n playbook for the times of turmoil. we have a very busy hour still ahead when "worldwide exchange" returns. stay with us. (vo) what does it mean to be rich? maybe it's not just about the places you can go... but also the people who welcome you home. it's not about living like a star... but about feeling like one. rich measures life in laugh lines... in moments, shared... and in days well-spent. the key to being rich is knowing what counts. for all those making it big out there... ...shouldn't your mobile service be able to keep up with you? get wifi speeds up to a gig at home and on the go. introducing powerboost, only from xfinity mobile. now that's big. >>> welcome back to "worldwide exchange." we turn to a developing story and the california wildfires. governor gavin newsom saying this could be the costliest natural disaster in u.s. history as people in the state continue to mourn the lives lost. with fears of the santa ana winds picking up to fuel the fire, the response to the crisis is political. speaking with nbc'

you had a conversation with dan ives.mbers. 10% to 15% of the stock price is about delivery. 85% is about autonomous driving nai. today -- and ai. we wonder if they can deliver over 500,000 vehicles in the fourth quarter and over the promise elon musk made, potentially beating 2023, which is 1.8 one million vehicles. the stock has put on $733 billion since the election. byd chalking up a record in china. everybody's problem. a vicarious trade. is it is highly leveraged microstrategy to bitcoin? the correlation is beginning to unpick a little bit. bitcoin up 121%. it is a three to one leverage ratio. the relationship is just breaking down ever so slightly in the last month of the year. a coalition of the willing. bernstein, td. 70% upside on this if it continues to trade in the style it did last year. jonathan: thank you. manus is right. 1966. for anyone who lived in england, you will have heard about 1966. it was last time the male football team won anything at all. lisa: i love that is where your mind goes. we are coming

earlier i spoke to dan ives, global head of technology research at wedbush securities.een bullish on tesla's prospects. i asked him whether musk�*s increasingly controversial politics might be an issue for the company. definitely a risk in terms of alienating some customers, especially ones that are super negative on trump but if you look, the benefits far outweigh any of the noise because for musk, he was really iced out of the biden administration. fortrump, i mean, that's an alliance that was getting stronger and stronger and he's going to have a front row seat in the white house. that's a great thing for tesla. they continue to be, musk and tesla, the biggest winners from the tech world when it comes to trump getting into the white house the second time. to germany now because the number of people out of work in europe's biggest economy continued to rise in december. germany's jobless total is soon expected to hit three million for the first time since the european debt crisis a decade ago. things look bleak on all fronts for the eu's industrial powerhouse. it is fa

. >> reporter: head of tech research dan ives says the change could be a good business move. could increase advertising. when you look at the biggest threat here is regulation, the trump administration. this is a little waving of the white flag with trump coming in. >> reporter: meta's also addressing censorship concerns by lifting restrictions on topics it deems controversial like immigration, and these changes come on the heels of a broader shift in the tech community. amazon is licensing a documentary on melania trump and others are donating to the president-elect's inauguration fund. kelly o'grady, cbs news, new york. >>> next, remembering a folk legend. we pay tribute to peter yarrow, one third of peter, paul, and mary. yarrow, one third of peter, paul, and mary. my mental health was better. but uncontrollable movements called td,tardive dyskinesia, started disrupting my day. td felt embarrassing. i felt like disconnecting. i asked my doctor about treating my td, and learned about ingrezza. ♪ ingrezza ♪ ingrezza is clinically proven to treat td, quickly reducing td by gr

. >> reporter: wedbush securities head of tech research dan ives says today's change could be a goodiness move. what does meta have to gain with this change? >> well, this could increase advertising. when you look at the biggest threat here is regulation, the trump administration. this is a little sort of waving of the white flag with trump coming in. >> reporter: meta is also addressing censorship concerns by lifting restrictions on topics it deems controversial, like immigration. and, norah, these changes come on the heels of a broader shift in the tech community. amazon is licensing a documentary on melania trump, and others are donating to the president-elect's inauguration fund. >> norah: kelly o'grady, thank you so much. there are new details tonight in the new year's day bombing of that cybertruck outside a trump hotel in las vegas. police say that matthew livelsberger used artificial intelligence to plan the bombing. entries include where to buy fireworks and what is the legal limit of a specific explosive to buy in colorado. investigators found a six-page document on his pho

. >> reporter: web bush security's global head of tech research dan ives says this could be a good business move. what does meta have to gain with this change? >> this can increase advertising. this could be a positive for meta, positive for instagram in terms of engagement, interaction. and ultimately is a positive for advertising. and when you look at the biggest threat here is regulation and the trump administration. this is a little sort of waving of the white flag with trump coming in. >> reporter: and in this new trump era, add dana white to zuckerberg's makeover. zuckerberg announced white one of trump's biggest surrogates will be on its board of directors. it's part of a broader shift in the tech community. amazon is licensing a documentary on melania trump and other big tech titans are donating to the president-elect's inauguration fund. >>> academy award-winning director ridley scott is working on a new movie. it's called "the dog stars," telling the story of a catastrophic flu virus that wipes out nearly all of humanity. if you ever wondered what goes into a movie like that, just

dan ives, thank you. lisa: living vicariously through him?om the city center. lisa: you've already looked into it. annmarie: it could have been a nice pre-davos strip. what i find concerning is how is this going to be -- acquiesce the concerns of individuals in washington concerned about national security when china is saying is the only guy we are willing to sell with? that should raise nature medicine of questions. there are -- the ftc will be handing over the reins to andrew ferguson. maybe a deregulatory approach, but not when it comes to big tech. lisa raised the good question with antitrust issues. jonathan: equity futures positive by a few tenths of 1%. here's your blender brief with dani burger. -- bloomberg brief. dani: nvidia's ceo is visiting china this week. china is investigating the company's domestic presence. the visit might involve meeting with officials. nvidia has declined to comment. the ceo is inspected to arrive around january 15. elon musk will continue to have major access to donald when he takes office. the new york t

dan ives from wedbush is here. >>> mark zuckerberg going after apple and tim cook for lack of innovationry rules. >>> historic launch aimed at taking on elon musk and spacex is scrubbed in the final minutes. >>> later, the response to the li

. >> you remind me of dan ives. it's just past midnight. get the popcorn. you are squeezed. >> i need to gain weight. something about the camera. >> when you do -- >> i don't know cameras. >> you are yes on tesla? >> that is absolutely correct. it's another one of the stories. the broad misconception is a widowmaker trade. mugs musk is clear about what he wants to accomplish. he may drive me nuts that the markets may be challenging. i think three to five -- we have doubled off the summer lows we talked about. >> my goodness. maybe i need to think bigger. thanks for your time today. >> thank you. >>> still to come, cyber arc shares are up. morgan stanley expects that to continue to benefit as it was one of the major competitors that was compromised in the breach. we will speak to the ceo about that and why the rise of ai as we were talking about means more attacks. that's ahead. it all started with a small business idea. it's a pillow with a speaker in it! that's right craig. pulling in the perfect team to get the job done. i'm just here for the internets. a

i think we're, look, you know dan ives, one of the masters in the tech sector, talks about we're in the second inning of an industrial revolution that is going to be going on for the next 5-10 years. it is going to be extraordinary. there's secondary and tertiary sort of disciples of nvidia that are going to benefit from all that's happening in, you know? this is not one-sided. nvidia is best of breed. obviously, yen seven is the top of the line there -- jensen. the stock is extraordinary, the way the stock acts. every time we've seen it pall pull back at all is when the baby's been thrown out with the bath water or in a couple of isolated situations like recently with the story about china and the monopoly thing. but each time nvidia has had that kind of a pullback, it's been rebuffed by an even stronger rally. the sock is extraordinary. i don't think i've seen a stock like that, you know, in decades. liz: you know, i'll tell you what's extraordinary, my friend, you on new year's eve with the glasses. [laughter] you were everywhere. did you see simeon -- >> i saw it. liz: he is, folks,

we talked about this with dan ives. the rest is on autonomous trying to in the ai trade.out of tesla in the first wave this morning. jonathan? jonathan: we will touch base again in about 60 minutes. u.s. east coast dock workers union meeting today trying to negotiate a new labor deal in if they don't come to agreement, i january 15 strike would shuttle -- shutter gulf ports almost certain. lisa: you could have 40,000 workers striking as soon as next week. interesting, though. early october, the international longshoreman association got backing at the end of last year in december from donald trump and he was almost taking their side when it came to automation. at the end of the day, that's what the fight is about. lisa: that's what i want to build on, the use of semi automated cranes, saying that if you use them, you have to have extra dockworkers on hands and dockworkers are saying that you cannot tie our hands in terms of efficiency before we even get started in understanding what the technology is. this fight will be increasingly difficult for leadership to weigh in on

dan ives joins us now. has a buy on nvidia, price target is 200. good morning, dan.ous technology. you say in your talking points or your review of the speech that alone represents another trillion dollars of incremental market opportunity that nvidia can now tap into over the coming years. how do you get to that number and how do you derive the value you are for i have had from it? >> i mean, look, to me i think jensen laid out the strategic vision for the coming years. when we look at robotics, autonomous and i believe ultimately those are going to be some of the biggest use cases of ai. what you saw from nvidia last night is they're not just going to be a provider, they're going to play a huge role in this sort of vision. obviously the autonomous side continues to be front and center. i think this is the next step. i think this is a snapshot of the future and you look at it incrementally, you go out the next few years i think the street is underestimating growth by 25%, 30%, which is why i think not just $4 trillion, you could be looking at $5 trillion market cap.

joining me now is dan ives — global head of technology research at wedbush securities.tors not liking what they're hearing about tesla's deliveries. elon musk is a newjob in the trump administration as well as space expert how much is this headache a downturn in sales for him? it headache a downturn in sales for him? . , ., , headache a downturn in sales for him? ., ., , ., for him? it was ultimately a aood for him? it was ultimately a good quarter— for him? it was ultimately a good quarter particularly . good quarter particularly coming out of china and i think this is a company that has massive amounts in 2025. when you look at trump, that was a bit for the ages. and ai going forward, i think it is the most undervalued ai name in the market. ~ . ., , ., , . market. much of the share price surue market. much of the share price surae at market. much of the share price surge at the _ market. much of the share price surge at the end _ market. much of the share price surge at the end of— market. much of the share price surge at the end of last - market. much of the share p