ed: joel weber, terrific. caroline: fascinating.ey the up-and-coming, it is people making massive moves. we will be speaking with the co-ceo of netflix, joining lucas shaw on stage and the youtube ceo. ed: i've got an interesting video games conversation coming up. caroline: kris jenner. almost 2 billion followers across the household. this is bloomberg. ♪ the chase mobile® app. use it to set and track your goals, big and small... and see how changes you make today... could help put them within reach. from your first big move to retiring poolside - and the other goals along the way. wealth plan can help get you there. ♪ j.p. morgan wealth management. matt: welcome to bloomberg markets. let's start with a check of the markets at this hour. we are seeing no movement on the s&p. it has been up, down, and right now it is unchanged at 43.78. you do see yields rising a little bit on the 10 year, 4.6 616. investors are selling those bonds. you see the dollar index rising a little bit at 12.71 and crude coming down off about .5% at $83. let

ed: and i'm ed ludlow. caroline: we break down results from alphabet and snap. ed: and we get a look at the quest three headset. caroline: and a conversation with the ceo of qualcomm as they unveil a new processor to take on the likes of apple and intel. but we start the show with the nasdaq on the downside to the moment, down 1.8%. google disappoints, but it sinks some of the buoyancy we have been seeing in the tech names of late. this is categorical their steepening going on at the moment, we see the yields at the long end of the curve, the tens and 30's selling off more yields, up eight, nine basis points. we are down at 4.91%, so we are seeing some selloffs in the bond market. bitcoin continuing to rally, up 3.5%, but date down the individual micro-moves, ed? ed: this is earnings again. if you get a good lens into the end markets, particularly in all kinds of consumer electronics and electronics broadly, texas instruments gave a revenue forecast that suggests the end markets are not recovering at the pace we have hoped. texas instruments takes semiconductors

ed: and i'm ed ludlow in san francisco. this is "bloomberg technology."aroline: coming up, we'll have full earnings coverage ahead as spotify reports. they're going to deliver after the bell. ed: plus we'll hear from reddit co-founder to talk his investments in a.i. and crypto. are they living up to the hype? caroline: and with the bloomberg tech underway in london, we will hear from executives. but first, let's check in on these markets. because as guy was just telling us of the previous show, tuesdays are the new monday. we're higher. there is some new music shifting around, what is of course the torrid nature of the middle east and whether or not we will see conflict escalate. for now, people feeling it will be contained and it does mean that we get a lift in the big tech stocks. the u.s. trending yield coming down a little bit. but still showing that easing of tension and anxiety. new york crude sinking at $83 level. and let's move on to that key risk asset which has been doing rather well. crypto, bitcoin up. we're now 33,000 we eclipsed 35,000. real

ed: i am ed ludlow in san francisco. caroline: the u.s. clamps down on china chip exports. ed: plus we will bring you the latest update from the trial of sam bankman-fried, as the third member of his inner circle testifies against him. caroline: we will continue our conversation on the technology ecosystem right here in the big apple. let's check in on the markets and tech is the laggard of choice. the nasdaq 100, down 1/10 of 1% and we know stocks sometimes struggled in the face of raising bond yields. a look at the 10-year yield pushing to 2007 highest so we are anticipating strong data we have seen out of the u.s. the macro picture looks better and that means -- ultimately, what that means for the federal reserve. we are looking at crine shares. china itself trying to stimulate it economy and the u.s. are trying to impede its technological know-how. let's look at the individual areas of risk assets we like to focus on. with bitcoin, we have had a wild ride. his larry fink -- is larry fink on the side of bitcoin? certainly. it looks like he moved to a place of solace and

ed: i am ed ludlow in san francisco. caroline: we will talk the state of fintech and earnings with the ceo of sofi as the company raises its revenue forecast. ed: president biden plans to issue a sweeping executive order on artificial intelligence. we will bring down the details and the impact. caroline: and the all-important apple event of the year, unveiling two new processors. first, let's check in on markets because there is a tug-of-war going on, whether it is geopolitics, questions of tech. we are seeing money move into stock markets today, benchmarks rallying off of oversold territory particularly as geopolitics still does well. we are seeing concerns about the conflict in the middle east. we see perhaps a move out of some of the havens of choice and yields pushing up. we have the fed and what we see from the treasury in terms of bond issuance. we are looking at crew just off by 3.5%, really playing into anxiety when it comes to israel and hamas. let's look at the risk asset of choice, crypto. not much volatility

ed: and i'm ed ludlow in san francisco. we will speak to an ai advisor to the white house as president biden the most significant steps to date to regulate the technology. caroline: nvidia curbs business with china. it is the end of october and it was down as you can see. the nasdaq is down .3%. as we worry about earnings and geopolitics. this is the worst set of three months that we've seen since 2022. the 10 year yield is coming down a little bit. ahead of this fed meeting and how much the treasury department will be issuing new debt. but we see the dollar having a big bid against the yen. the bank of japan has not changed any of those a year old curve controls. ed: pinterest is up 18 percent, the biggest jump since august 22. -- 2022. we will get an analyst on that name. sla is up to the upside, rebounding from this slump where it was down by 20%. there is a lot of concern about interest rate and how that's impacting ep demands. a tepid forecast for the fourth quarter. a mystery customer that drag down results in the sto

ed: it's ed in san francisco. do you like charts?ou strike me as somebody that's a chart watcher, that likes charts. >> i wonder what makes you say that. but i don't dislikes charts. [laughter] ed: ok. let's bring up one chart. i want you to explain something to me. nasdaq 100 against the s&p 500 software index here today. the s&p 500 software index is a very limited basket but it has kind of enterprise sass, cyber is in there as well. what is it then that's driving those software names? higher multiple or otherwise right now. if it isn't fed, if it isn't geopolitical risk, what is your outlook based on? >> investors like to focus on higher technology multiples as though growth were equivalent between tech and the broader economy. but growth is not equivalent between tech and the broader economy. technology is where nearly all of the growth has been coming from. so in this recent period where we had rising dollar and rising interest rates, tech actually outperformed the broader economy in s&p. with a.i. and the precursor investments

ed: and i am ed ludlow in san francisco. caroline: the u.s. plans tighter measures against china to chip technology. we will break down the details. ed: in the latest updates from the israel-hamas war and the role social media plays in delivering up-to-date inaccurate news. caroline: and we kick off the start of new york tech week as titans gather in the big apple for panels, events, and more. let's check in on the markets. there is a geopolitical element that plays in. the conflict in israel-hamas might be contained. the moves being made across germany and the united states. we see a rally up almost one percentage point and a desire to get into equities across the benchmark. the 10 year yield dialed down. we are off almost 10 basis points. i am looking at your crude dialing down. -- new york crude dialing down. gas really coming down from 40% moves we've seen in the previous week. real volatility earlier today. at one point it was up more than 12%. we dial it back again. this is all around euphoria there could be an etf on blackrock being sig

ed: i am ed ludlow in san francisco. caroline hyde is off today. coming up, the latest updates in the israel-hamas war and the state of technology in industries and communities in the region. we will sit down with klarna. we will get a preview of the bloomberg screen time event in los angeles bringing together executive and industry insiders to talk the state of streaming and more. first, let's get a check of financial markets. abigail: for technology, we're looking at a solid rally, up about .3%. the s&p 500 has been fluctuating . beneath the surface, we have adobe popping amid a recent conference where ai, they were very positive on the future of ai for their company. nvidia is higher. citi is bullish on their september gaming data. pelletier is up on the army contract they received. relative to the nasdaq 100, it is the top-performing of the equity indexes. in october, it is up about 3% my closer to 4%. this is a different version of that month the s&p 500 tech index is climbing. it is interesting because yields are influencing all parts of the

ed: i am ed ludlow in san francisco. caroline hyde is off. this is bloomberg technology. coming up, the latest updates from the israel hamas war and speak with israel's first-ever chief technology officer. microsoft and activision close the deal after nearly to the years of fighting for the six to $9 billion transaction to gain full approval. we have full coverage. plus more from our inaugural screen time event and hear from the ceos of netflix, youtube, and the head of the kardashian clan. first, a quick check in financial -- on financial markets. we are conscious of what is happening in the middle east, the focus of israel and hamas. nasdaq 100 down 1.3% on a weekly basis just on track for a weekly gain. its third successive weekly gain , longest run of weekly gains going back to early june. let's see if that is where the holds -- where that holds. u.s. 10 year yield 3.6 percent, as oil continues to climb. if you are in the tech sector, a lot of the conversation, oil and energy if we rise higher, what does that mean for inflation and what does that mean for the fed and

ed: thank you very much.et's get right to it now with a target global partner who is joining us live from israel. i want to explain to our audience what they are looking at, what they are about to hear. you are a venture capitalist normally based in tel aviv. but overnight, you volunteered to be a reservist by virtue of you being too old to be conscripted i think i am right in saying, and you have already been deployed. as best you can, explain what you are doing. caroline: i think unfortunately you are muted. thank you. >> sorry. unfortunately, i am a bit too old to get called up to my usual unit but i found myself something useful to do. i have been doing it since this morning with many, many others. ed: you are a venture capitalists that invests in israeli startups. i guess the question is, why have you done this? why have you felt compelled to put aside your day job and take on a deployment? >> i think we are in a war. this is a different situation than anything we have seen for 50, potentially 75 years.

ed: i am ed ludlow in san francisco. this is "bloomberg technology." intel shares pop as momentum is gained. we will discuss with pat gelsinger. ed: we will continue with earnings coverage as amazon's results show a boost in its cloud. caroline: one year since elon musk took over the company formerly known as twitter, he plans to take on the likes of youtube, linkedin, and push in payments more. we will discuss that and more. let's check in on what is a rally to finish up the week. we are seeing a rally across stocks and bonds. which are usually at odds. inflationary pressures building from a macro perspective. consumers anticipated to see more inflation. says the university of michigan numbers. and the all important pce number coming in strong. check on top. does it have to do with earnings? nasdaq at 1.2%, but down for the week. two year yield pulling in a little bit more. more flat, but above the 5% level. is there a risk aversion towards the weekend amid ongoing geopolitical concerns, particularly the middle east. commercial off by a quarter of a p

ed: i am ed ludlow in san francisco. this is bloomberg technology. caroline: from tesla to netflix, we wrap up tech earnings and push to the big names ahead. ed: plus we sit down with the head of kkr's tech growth fund does see where his firm sees opportunities after they raised $3 million. caroline: we will wrap up coverage from new york tech weekend here from two venture capitalists on what they are choosing to invest. at that is the private side of the market, let's go to the public because we have a clear flight to safety as we had to wear the weekend. geopolitics the main noise we are currently having to digest and see and witness. we are currently seeing the nasdaq up by more than one percentage point as we worry about conflict expanding in the middle east. 10 year yields see money move into the bond market, eight basis points to the downside on the tenure and crude pushing on the higher side, $90 in terms of oil so a key signal to some of these volatile times. let's have a look at what is happening in terms of volatility of the key tech asset

ed: i'm ed ludlow in san francisco. this is bloomberg technology.aroline: we will get the alpha of investing in the tech set their at -- in the tech sector as tech is set for a rebound. ed: the microsoft ceo will take the stand at the google trial. caroline: we will get estate on the eve of industry. let's check on the broader public markets. we are dictated by macros and all eyes on jerome powell having his roundtable. the nasdaq is up bite zero .3%. the 10 year yield can probably take some of that rally, 12 basis points on the high side of the 10 year. the focus and where the federal reserve has to relay the pressure to fight off inflation. some pressures are coming off of commodities today. this is a question of growth. let's move on to the risk asset that's up three and 4% on bitcoin which is a stellar rally to start this new quarter with maybe some repositioning at the moment. ed: we got third quarter delivery numbers for the ev space, tesla and rivian fell in premarket trading. the numbers and come back and we are notably higher compared to wh

ed: i am ed ludlow in san francisco. caroline: chipmakers worn on the impacts of the u.s.urb on china. we will break down everything you need to know. ed: we push ahead to earnings as netflix and tesla prepared to release results. caroline: we return to our new york coverage, geopolitical concerns at play. we know how difficult the conversations will be from a diplomatic perspective. big mega caps are on the downward trajectory as yields are pressing higher as we anticipate an auction. many anticipating they will be pushed higher as the fed will have to push back on inflationary pressures. we are seeing downward trajectory on chinese stocks traded here in the u.s.. we have seen better than anticipated macro picture coming from china questioning the veracity of the data and when we plug in terms of momentum amid the geopolitical tension and the pushback of sales into china. bitcoin is up .73%. ed: china is the key story particularly in the context of u.s. technology curbs to china. i want to go to asml, a proportion of their orders are coming from china so they have had to

ed: looking at ties with him. [laughter] ed: maybe an ascot. would pay good money to see. shai: thank both. guy: next birthday present is definitely some sort of neckwear. thank you very much indeed. thank you very much indeed. this is bloomberg. ♪ ♪ is it possible to fall in love with your home... ...before you even step inside? ♪ discover the magnolia home james hardie collection. available now in siding colors, styles and textures. curated by joanna gaines. hey corporate types. would you stop calling each other rock stars? you're a rock star. you are a rock star. no more calling co-workers rock stars. look, it's great that you use workday to transform your business. but it still doesn't make you a rock star. so unless you work with an actual rock star. hi, i'm ozwald. hello ozwald. pam, you are a rock- i wasn't going to say it. ♪♪ alix: every monday we are bringing you money undercover. parts of the market attracting more money. works pulling dealmaking in the private space. joining us as ubs global cohead of the alternative capital group. >

ed: i love this question. there is a triumvirate of sensors that want to gather data from the asteroid psyche. the first is a gammaray nutro spectrometer, measuring the elemental composition of the asteroid. it is a metal asteroid, but the hypothesis is, it is the remnant of a planet core . the next one is a magnetometer, measuring the egg magnetic field left around psyche. if there is a remnant of a magnetic field, it indicates to us that that was once a core, and you can use a radio and cameras to map out the rest of the gravity field and the shape and composition of the core. all of the data is going to test another system called deep space optical communications, the dsoc system. how are they going to get the beta back to earth -- data back to earth? high bandwidth optical communications, sending things back with using near infrared lasers. so a lot of tech on board. [laughter] alix: thank you. guy: we will take that one. what does that teach us about us and our planet? ed: this is where -- not my enthusia

ed: senator coons? sen. coons: thank you, ed. you to the bipartisan policy center and thank you to senators daschle and blunt. g.w., my wife annie, family and friends for being here tonight. to senator rubio, marco, thank you for agreeing to this evening's discussion. to look back at how this started, we agreed to the agree act in 2011, five different ideas we wove together to challenge our parties which at that time were already showing -- pieces of that agree act had to do with protecting our inventions and our innovations from chinese predaition. i largely agree with senator rubio that china is the leading challenge to the american way of life. to our security. to our inventions and innovations. to testing our global standing. they have engaged in death trap diplomacy through the belt road initiative. they are threatening our supply chains and access to everything from pharmaceuticals to semiconductor chips. as i came into the senate i was leaving eight years in a manufacturing company and i knew all too tellwell how chinese t

let's talk to ed and eddie. ed harrison joins us out of the u.s. eddie joins us in london. eddie, you are standing next to me. what do you think? i listen to what jamie dimon is saying and none of that sounds good. >> know and it's clearly a risk off phenomenon. we are seeing that in the gold market. we have seen a significant pop in the gold price. is now sitting above $1900 an ounce -- it is now sending above $1900 an ounce and that in an environment where rates have been pushing higher is significant. what catches my eye there, though, does this seems to be in the futures market. we are not seeing etf's getting in. if you do that, you could see a significant push higher. at the moment, the move in the rest of the havens seem contained. it seems like this is uniquely -- it seems like there is -- there are definitely bets on gold. it seems to not have spilled over into the other havens as much. alix: i wonder if it's more like put options on stocks instead. ed, what do you think? is at risk off into the weekend and how? ed: it is risk off into the weekend and i would echo

ed: i am ed ludlow in san francisco. this is "bloomberg technology."at gelsinger.

, ., ., ., ed davey? they got the politics and the oli ed davey?y is — ed davey? they got the politics and the policy is wrong _ ed davey? they got the politics and the policy is wrong and _ ed davey? they got the politics and the policy is wrong and the - ed davey? they got the politics and the policy is wrong and the entire . the policy is wrong and the entire campaign wrong. the idea of the labour party hasjust campaign wrong. the idea of the labour party has just scored this incredible victory over the lib dems is fanciful. �* ., ~ is fanciful. although mid bedfordshire _ is fanciful. although mid bedfordshire was - is fanciful. although mid bedfordshire was a - is fanciful. although mid - bedfordshire was a spectacular is fanciful. although mid _ bedfordshire was a spectacular win, tamworth was even more significant for labour and it could suggest that it was a move back to when they voted for tony blair. the conservative candidate made a hasty exit and the government blamed traditional voters who hadn't turned up traditional voters who hadn't

ed: a lot. the u.s.s a producer of oil and natural gas and the largest producer of lng at the moment, largest exporter of combined crude oil and petroleum products. that export position has increased significantly. we are expecting u.s. production to grow by another 300 thousand or 400,000 boroughs a day. we think growth next year will be between 400,000 and 500,000 barrels a day. that will play significant role in keeping prices lower for longer. alix: it was refilled a bit but we are low. 40% of learners supposed to be. the administration is nothing to give. is that wrong? ed: you have over 300 million barrels and can export a lot of that. the spr option is still very real, but the government may be reluctant to do so on the evening an election year. we are seeing even as oil prices are going up gasoline and diesel not going up as much. we have seen a collapse in diesel and gasoline. we have seen a reduction in their prices, which means that the inventory bill that has begun on the product side is like

. we want to, is to pull hard on the baby's ed-— baby's ed.d. midwives and obstetricians across - baby's ed. midwives and obstetricians across the | baby's ed. midwives and - obstetricians across the world are being trained using this model now. it seems this product can save tens of thousands of baby from a lifetime of thousands of baby from a lifetime of paralysis. you're live with bbc news. we can go to a report coming in from the reuters news agency, they are reporting that a school in rafah sheltering more than a thousand people had sustained damage from a close proximity strike. that has just been posted on x. we are trying to find out more and verify that report. it is important in terms of what the reuters news agency is reporting, one school in rafah sheltering a600 people has sustained severe collateral damage from a close proximity strike. that report just coming in, and we will bring you more as soon as we have it. let's return to the israel—gaza war and as well as fuel shortages, a focus of the past 2a hours has been israel's furi

and -- ed -- >> just let me say one thing. debates don't win the presidency. -- campaigns is getting out and meeting people, articulating issues they care about, and connecting. none of these candidates are connect again either of these debates have been disastrous as far as i'm concerned. >> that's an important point. ed rollins, ana navarro, thank you both. >> nice to be on witlive next. plus, the biden administration can't seem to get their story straight on why they are building more border wall. (♪♪) (♪♪) the new stuffed quesadillas. only at el pollo loco the power goes out and we still have wifi the to do our homework.llas. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited cellular data and up to 4 hours of battery back-up to keep you online. only from xfinity. home of the xfinity 10g network. ♪ the new summer family meal. starting at $24. only at el pollo loco. >> and another of donald trump

i'd love to talk about career tech ed and how it works in practice. wasn't available when i was going through public education. who is it available for? how young could you offer something like that? >> first of all, that ties back to something randi said earlier, career and technical education is like the poster child for experiential learning. so it's hands-on. we, of course, have certified teachers in schools, but we intentionally invite in those partners. and then we don't just do that. we actually partner with them to either place them into the premises while they are in high school, which is amazing, that journey while they are in high school. and then, we get the students who have gone through to come back and help the other students. the best career educational programs don't track the children, don't track the students, because a lot of students go into a career technical high school, and schools, where they decide they want to go to college. so, they offer all of those college prep courses, so that if they make that decision, even though the

lets speak now to nick ed lei . h who comments. lets speak now to nick ed leigh who has — comments.nick ed leigh who has been listening - comments. lets speak now to nick ed leigh who has been listening to i comments. lets speak now to nick ed leigh who has been listening to the i leigh who has been listening to the inquiry. how significant are those deleted messages? it matters because for a _ those deleted messages? it matters because for a long _ those deleted messages? it matters because for a long time _ those deleted messages? it matters because for a long time there i those deleted messages? it matters because for a long time there has i because for a long time there has been a question about exactly what was being made available to this inquiry and whether it was going to have access to all the conversations that were happening in government at the time. what we have discovered this morning is that this group was set up gold prime minister updates to funnel information to boris johnson and to some of his key aides. it was an april 2021 that this disappearing messages functio

carleton: thank you so much ed yardeni. >> you are welcome.iggest semi conductor is using production into the usa could have americans shelling out more of their electronics. more on that next. the when the push for chip independence in the u.s. is gaining steam most of the world cutting-edge semiconductors are manufactured in taiwan and could leave american businesses vulnerable at that supply is disrupted with tensions with china. but made in america does not come cheap, taiwan semiconductors a new plant in arizona will cost $40 billion, the barron's cover story this week and barons managing editor joins us on the panel to explain, welcome, good to see you. >> good to see you. in your story you mentioned something called chip security, could you tell us about the big push to get chips produced in america. >> there's no technology more important than semiconductors in the u.s. is really going through a big chip revival to leave semiconductor manufacturing home in the big cause of concern is taiwan for the world semiconductor, advanced semi co

ed: go ahead. sen.: i think the world will look different than the one senator coons describes in the cold war. i think there's clearly a block of nations coming together, probably not something like a formal military alliance but certainly some sort of global cooperative between china, russia, iran, north korea and others. coalition of the sanctions, i guess she right term. and then -- and then obviously nations that have respect for the things we have discussed or to have common interest in us in preserving things like freedom, democracy, liberty, individual liberty, a concept foreign to the chinese communist party. they have no concept of individual liberty as we would define it. then there's a third group eric merging countries. they're doing what you'd do if you were an emerging country. i'll cut the best deal i can with both sides. can i get weapons from the u.s.? can i get cheap huawei systems from china that are effective? i think we have to be mature and strategic how we approach that in many c

joining us is "bloomberg technology" cohost ed ludlow.rying to think of something clever, clouds over san francisco, clouds over big tech . ed: it is a weird situation because we go into this quarters earnings with everyone pinning their hopes on big cap hit we did this column last week that if you look at the five mega caps, the average earnings growth is projected to be 34%, because we started the year with the tens of thousands of jobs being cut and cost discipline, and the results are going to show in the names you see on the screen. many of them, apart from until, where they are profit machines at a time when the s&p 500 as a whole is projecting flat earnings growth. what if we are wrong, and tech doesn't do as well on a bottom-line perspective? guy: this is the story. the famous five do not deliver next week, all hell is going to break loose, i think. this is the moment for the market, this is what has supported the market. these guys aren't delivering, that is a major piece of the foundation that is under pressure. ed: and there is

sorry, ed, please continue. >> no worries. i've seen one stop online where people are, you know -- this happened in watertown. other people who fit the description of being stopped all around the area right now. so we don't know if they have got the right person or somebody at the fence suspicious activity, or the description of the suspect. that's going to happen throughout the night tonight. hopefully have got him, that's all we can hope for. >> ed, what advice would you be given local leaders tonight and in the coming days? >> victims, victims, victims. it's all about the families. the police convict her of business. the national management system kicks and here. the integrated command system. police are trained -- on how to do. this they know what to do and they know how to do it. but the public officials dealing with the aftermath of this personal loss, the grief in the community -- back together. again that's gonna be the biggest challenge. ain that's gonna be th bi>> what must it be like for this community? yes, it is a

sonali: ed ludlow is here to us play more.do you make of the reaction by investors today to thism miss of house estimates. ed: tesla had telegraph that production talking about retooling for gen3 and their cyber truck. consensus was around 456,000 units by close of day friday but it had been trickling down. the chart on your screen shows the first quarter on order delivery to line in more than a year since the second quarter 2022. they reaffirmed guidance at 1.8 million this unit which means they need to do 475,000 final months of 2023 but that's within the realm of possibility. the analyst reaction is ok, production was shut down so that's more of a factor than tesla said it would be. jon: the other factor to watch over the next three months is what happens with the autoworker strike how that possibly factors into the tesla story in the home stretch of 2023 ed: analysts and investors in industry people say it could be great for tesla because frankly, if there is production impact for gm and less so for forward on these negoti

carleton: thank you so much ed yardeni. >> you are welcome.st semi conductor is using production into the usa could have americans shelling out more of their electronics. more on that next. (fisher investments) it's easy to think that all money managers are pretty much the same, but at fisher investments we're clearly different. (other money manager) different how? you sell high commission investment products, right? (fisher investments) nope. fisher avoids them. (other money manager) well, you must earn commissions on trades. (fisher investments) never at fisher. (other money manager) ok, then you probably sneak in some hidden and layered fees. (fisher investments) no. we structure our fees so we do better when our clients do better. that might be why most of our clients come from other money managers. at fisher investments, we're clearly different. every day, more dog people are deciding it's time for a fresh approach to pet food. developed with vets. made from real meat and veggies. portioned for your dog. and delivered right to your door.

ali bauman caught up with some stephen colbert fans outside of the ed sullivan theater in new york. >'re back on monday with a new monologue. anything happen in the last five months? >> reporter: stephen colbert is back at the desk after a five months long writers strike that dimmed the lights of the ed sullivan theater. a giddy colbert posted this video from the set last week. >> we just had our first all staff meeting and we're ready to go on monday with an all new late show. >> reporter: colbert and the other late night talk show hosts will surely address the strike in their monologue monday night like back in may. >> these are our writers and i'll stick myself in there because i'm wga, too, and they're so important to our show. >> reporter: last week tonight with john oliver returned to hbo sunday and the comedian quickly aired his thoughts. >> i'm happy they got a fair deal and immensely proud of what our union accomplished. i'm also furious that it took the studios 148 days to achieve a deal that they could offered on day [ bleep ] one. >> reporter: here at the ed sullivan theat

would the district attorney of fulton county offered him first ed of probation? i really don't think so. i think this plea deal was offered because the evidence was not there that he was the architect of sol sort of fake elector scheme. he is willing to live with it and fulfill the obligations that he committed to and he signed his plea deal, but in terms of whether he's flipping against anyone or anything like that, he simply is going to tell the truth and if the jury decides that, so be it. >> again, as part of the plea deal, it means accepting a sentence of three to five years of probation, $1,000 fine, $5,000 in restation too the state of georgia, an apology letter, 100 hours of community service and that promise to testify truthfully if called upon. scott, thank you so much. >> thank you, and congratulations on your recent lifetime achievement award well deserved. >> so nice of you. thank you so much. we'll be right back. >>> welcome back. as israeli forces continue the bombardment of gaz and troops gear up for a likely ground invasion, iran's military chief

and ed sheeran celebrates in ipswich.d the scrapping of the northern part of the high—speed rail link to manchester. speaking at the tory party conference, the prime minister pledged to reinvest every penny in other transport routes across the country. sunak also proposed plans to phase out smoking, by raising the age where people can buy cigarettes in england every year. vaping products will also be restricted for kids, he said he will look at flavours, packaging and other things as well. and a new qualification combining the a levels and t levels for england was unveiled. some other stories now. the uk and ireland are no longerfacing any competition in their bid for football's euro's 2028 tournament, that's after turkey withdrew to focus on a joint bid with italy for euro 2032. 0fficial approval from uefa will come next week. mr beast, the world's biggest youtuber and two bbc presenters have had their images used in deep fake videos to promote scams to unsuspecting people online. and liverpool manager juergen klopp says

ed: yes.nk she flew in straight from talks, frankly because we referenced the negotiations ongoing and her take was take half a loaf, to a deal and get the money side sorted and work out the ai stuff later. what if we go into next summer and this is not resolved? the reason it would be catastrophic is that there is no volume. you can have blockbuster hits on the movie side but you need to have a slate of content that takes you over months because the dynamic is that gets consumers into movie theaters continually. that is what is wearing her. the strike needs to be resolved because we are facing a deficit of content going into the movie season and that is a big concern. guy: i know you are being modest when they are saying they are not coming to see you, but they are in some ways. you will have great guess of what you are talking to. who are we going to be hearing from? ed: i would say the highlights are the co-ceo of netflix. netflix has such an interesting position in this industry on the con

nixon's son in law, ed cox, is with us. he joins us in lieu of his son, christopher, who was originally on the program but could not make it today. and then we have mrs. nixon's and mrs. ford's chief communication. patti mattson. thank you much for being here. leaders and, board members of the white house historical associa, among whom are anita mcbride, who is a familiar face to this event and dr. colleen shogan, who is president nominee to become the 11th archivist of the united states. we hope you get all the way through that senate process. also, trustees of the gerald r ford presidential foundation, in addition to susan, who are here, include tina freese, decker hooker and fred keller, the director of the ford presidential library and museum. brooke, brooke clements is with us also and west michigan's political reporter, rick albin with us. let's give all of these distinguished guests a hand. i also want to thank the many many generous donors, the sponsors who made this luncheon possible again. please hold your applaus

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ed: i am ed ludlow in san francisco. caroline: chipmakers worn on the impacts of the u.s. will break down everything you need to know. ed: we push ahead to earnings as netflix and tesla prepared

ed articulated this as well. lot of people were early on the recession call but does that mean recession is not going to happen? >> like the boy who cried wolf, everybody everything norring it. i think job date is fairly weak. all the rate pressure on the market is taking hold, taking its time so i'm expecting weakness. because everyone kind of shouted down the people who are scared about recession it is not enough on peoples radar screen as possible scenario. charles: every one was talking soft landings and now it is a little jittery. i'm intrigued with yesterday's reaction to the jolts report that is two months old, only 30% of the surveyors bother to fill out the form. it has some warts on it. i feel like the adp report is a smarter report in many respects but mostly a yawn so far to that does that tell you the bias is so to the downside maybe we're set up for positive surprise? >> i think on two things, jolt is report is much more complex report than realized people like myself look at two subsets of it hire

hi, phil. >> becky, let me bring in ed bastian, ceo of delta.going over the numbers, you beat on the bottom line. and your stock is moving higher here. becky brought up an interesting point. some are looking at the airlines and saying, yeah, but you're narrowing your fwiguidance for full year, you see it differently. >> right. we had a strong quarter. really great quarter. i'm pleased with the progress our team is making over the course of this last few months. it has been a hard quarter. the volatility you've seen, the environment, fuel prices up, the demand has been really strong. another record-breaking set of revenues for the third quarter, which drove a 35% increase in profits. i don't think that was disappointing. i understand the fact that fuel prices have moved up. we had to narrow the guide down to the lower end of the range. but we started our year expecting and the guidance we gave was for our eps to be between $5 and $6 a share as we got to the middle of the year, fuel prices have come way off, we updated it to $6 to $7. fuel prices

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ed: and i'm ed ludlow in san francisco. we will speak

norah. >> norah: ed o'keefe with that new information from the white house. thank you.licans nominate their pick to be the next speaker of the house, and he is making support for israel a top priority. we've got the new details next. priority. we've got the new details next. real weird. he was bad luck anyway. with 30 grams of protein. those who tried me felt more energy in just two weeks. -ahh, -here, i'll take that. woo hoo! ensure max protein 30 grams protein, one gram sugar, 25 vitamins and minerals, and nutrients for immune health. (♪♪) this is a hot flash. this is a hot flash. but this is a not flash. ♪ i got a good feeling ♪ there's big news for women going through menopause. veozah - a prescription treatment for moderate to severe vasomotor symptoms - the medical name for hot flashes and night sweats. with hormone-free veozah, you can have fewer hot flashes, and more not flashes. veozah is proven to reduce the number and severity of hot flashes, day and night. for some women, it can start working in as early as one week. don't use veozah if you have cirrhosis, s