as honeywell shares have underperformed its peers.ceptionally well a sign that the market wants simplified stories and plays. honeywell ceo did say the company was reviewing its portfolio and expected an update during its earnings call in a few weeks. analysts say aerospace alone, scott could be worth $90 billion. >> that's seema modi. to diana olick with what to look out for with kb. >> kb beat out analyst estimates and missed significantly on guidance and jeff metzger noticed in that release that june and july were tough, but as rates moderated in august net rates improved and they were encouraged by strengthening demand in the positive trend they were experiencing so far in the 2024 fourth quarter which we're about to get, but that was september and the cyclical low in mortgage rights was 6.11%. as you can see rates shot up right after that to over 7%. so the rest of the quarter going to be tough rate wise, at least. we saw that in lennar's earnings, as well and kb had to lower prices to keep buyers coming in and that pressured som

strike let's get on to a alert on honeywell. what is happening?ell seems to be speeding up efforts to break up its companies amid pressure growing from activist investor elliott. according to a headline from bloomberg. remember elliott is -- they put a five dollars taken to honeywell back in november and that was one of its largest single investments ever and since then honeywell's ceo indicated his intention to evaluate the company's business, efforts to restructure and to split up automation from aerospace. but according to this report it seems like there is pressure to kick those plans into motion and that is pushing shares higher by 1.5%. we reached out to honeywell and elliott and we will keep you updated. >> the shares of spinal companies have done well and fedex might be joining them in a small way. it is part of a larger trend. >> popular trend especially after going big for so long and growing and organically and now the pressure is to get smaller and simpler for the business. >> we will keep an eye on honeywell shares. thank you for watc

and their thesis is that two honeywell's are better than one honeywell and. >> and you break it apartctly how. >> those are. i would say at this point we are working with the board to see what's possible. and what we have said publicly is that during our q1 q4 earnings call, which will happen in february, we'll share more detail what's possible and what's not possible. >> what kind of multiple do you think can go on the chemical company? >> i think there are early enterprise values which have been published here, some early readouts on that. i mean, what i can tell you is about the business, because it will be wrong on my part to speculate the value. >> it's no, i know, but people when the when people do spin offs. yeah. excuse me. >> they yeah. we did our. >> work looking to try to understand. you know our are two things going to be worth more than one. there's d synergy costs i imagine there's some costs as you're doing this i imagine you guys some of your executives are working overnight. yeah. all the time trying to figure out how this is all actually going to happen. >> yeah. wha

honeywell successfully lobbying congress so the engines would be treated as commercial and honeywell the certified cost and pricing data. mr. sankar, you're the epo of pelletier, billion-dollar tech company that contracts with dod, once honeywell got the engine moved to a commercial engine, what do you think happened to the price? >> i'm not familiar. >> it went up. not down. by 100%. that's the problem we've got here. too often dod is outgunned when it's negotiating with these giant defense contractors. which is exactly why it meets the cost and pricing data to avoid being ripped off. now, mr. sankar, your company is looking to create consortium with another defense next company to jointly bed for something called " other transactions agreement or since we have to give everything initials, ota's, where the government also waives taxpayer protections on how to get pricing information.i'm sure it's not your intent to team up with another organization in order to price gouge the military so the next question should we be easy. dod's inspector general recommended requiring big contracto

. ♪♪ mike breese, honeywell's vimal kapoor, blackrock's larry fink stay ahead of the market, squawk boxay, 6 a.m. eastern. >> cnbc overtime is about understanding what just happened in the markets that day and preparing for tomorrow. i'm looking to talk to all investors, sophisticated investors, beginning investors. i'm always 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. xfinity internet customers, cut your mobile bill in half vs. t-mobile, verizon, and at&t for your first year. plus, ask how to get the new samsung galaxy s25+ on us. >> car. anywhere. >> i think. people are optimistic. >> and it's not going to be a smooth, perfect path. but people are optimistic that we are going to run a more growth prone agenda. >> tariffs can change the dollar, but the most important thing is growth. good economic growth is good for the united states probably will strengthen the dollar. >> the us. >> debt for last. >> fiscal yea

here comes honeywell. >> i know we have the story coming up.bankers don't make money putting companies together, bankers will make money by breaking them apart. >> investors do get red for a busy week of economic data and the start of earnings season. the dow is up 200 points, but like brian said the nasdaq is where we see it three quarters of percent and the s&p is positive, and earns are expected to be strong or they better be strong because we have pretty high wall street s&p targets and our next guest is the most bullish on wall street with the year-end price target of 7100. here to make his case is john stolfus, chief investment strategist at oppenheimer. how did we get there? >> kelly, very simply, it's got to be fundamentals. economic growth, the fed making progress on inflation. business doing what it does best, do business, so the consumer remaining resilient and jobs numbers resilient and on top of that effectively what you're looking for is an environment where jobs keep growing. we've got all of that now and we have a bond market ba

. >> this is our route one that i was interested was honeywell some of those companies haven't done wellded vance six makes nylon years ago i was not sure but that was a long time ago, what do you see no. >> i see the earning has turned that's a big thing with the catalyst you don't want to buy something cheap they've had two successive quarters, the earnings are taking off and they have good demand for the nylon six ammonium sulfate which is a fertilizer and they do intermediate chemicals. i have them earning over $4 issue six and a half pe if you take the stock base of 24 cents and 6.9, one third of the market multiple, cleaned balance sheet and is point to six the return on equity is 14% and return on total campus 12%, even though the cap spending picture of $150 million still 25 million free cash if you went back on the 10k in previous years and generated free cash flow it's important of the strategy if you don't read the cash register is not a business. >> nobody knows their portfolio i think you can teach a ceo at bangor to thank you for sharing these pics you can see one more pick

since it was announced that a spot agreement appears to be reached between the israel and commerce honeywell, who is in debt, obama and central garza honey. just talked to us about the kind of atmosphere there is where you are. well as of this moment this, the celebration are still happening or taking place there more people leaving their insides of from the surrounding of the uh, the area of the vicinity of the hospice on for end of the courtyard of the hospital . it just so amazing to see the hospital right now in the morning. the courtyard of the hospitalized. the space for many of the funerals over here now or this morning . the 10 people were killed in the overnight or fox, the many of them all as a. now we're seeing a completely different as being in front of us. people are being this way, is it from his eyes hungry or at the hospital instead of breathing? this moment with much so happened is that excitement and much of the feeling that where's the press in the past 15 months to the point people we're not allowed to do to express any of their feelings to reprise or do more the properly

there are also severe shortages of basic and essential medical equipment at the hospitals, honeywell, who defenses this report from inside deluxe, the hospital in darrell balance. central cas, i'm gonna go to the center. it is across the guys travel reduced trucks and over one would then slide injured civilians, many of them women and children and elderly individuals. here at this facility, i lost the hospitals. doctors record of, of the acute shortage of basic supplies, including funky biotics and surgical tools. and pain killers in the fuel for generators are ready to create and jeopardizing the functionalities of basic and important essential equipment like the incubator, the ventilator is, and without electricity. as we can see here, really is science of lackluster as a causing problems in causing surgeries to be performed in dire circumstances. often, with the flashlights, the restaurants down, one of the members of medical emissions in volunteering off the hospitals to us. more of a general assessment of your situation, the size of the hospital. so i was lucky enough to be here

fill in and respond to the larger demands in the face of the depletion and the limited resources, honeywell, boot the force on the l received word that just south of the southern colorado. thank you. a low cost is in jordan's capital, and because he's way the government and the palestinian authority of $5.00 from revolting in israel. and the occupied westbank. good morning laura. we know now that israel has is, or is opening that's crossing that side of him, colorado, and is confirmed to accept that it's last captive. civilian captain, auto bel. yeah. who then 2 others will be released on friday? well decided he goes to show perhaps how delicate an fraud child the see sign negotiation is a miscommunication that any time can put it in jeopardy. what else? so these riley saying absolutely. now the is ready. prime minister's office did release statements, not long off to task for ministry at at to show the statements that i sent you, they would be releasing to batches office ready captive this week. the fast would be at the se, se in the 2nd would be on site today, but now we do have to have t

it through fits that a mess the can continue on to can make sure as 3 a to is there any website, honeywell, we've heard say, is rarely prime minister, though confidently say time. and again, that's the idea of submission to eradicate how moss is a done deal. why would netanyahu say something like that? is you just trying to claim victory even though that goal clearly is not achievable? i yes, i can say is that the end it's in the out of you as a sort of a forward this to me. so using the fire or to achieve agreement with the to many times i think it was because he so that he can destroy your time as you can get tired of it. and again, after he's of suited to a scenario uh most of the day before. uh, as may. yeah, and uh is there any of those or how may i say that you saw? does he kind of go through all the elements and the sooner just about i think it became more difficult because we have neil solar time. so i think he, uh, i have no way to escape again from the visual or sensitive agreements are you, are you thinking can be effective and as a link and said, it does right on the brain beca

can i bring in honeywell hood and del, about, and central guys? honey, once again, schools where people are shelters are being targeted from that, that is correct. then people are still dealing with the aftermath of abuse, or if it gets the box and it just, it keeps involving that much more and, or if it's reality right now, the grim reality that these evacuation centers, the schools, the ones where learning tim, those turned into evacuation centers and childers for the display of population and now becoming more depth, a trap for already traumatized and displayed more than one time population. a people reported skills, but according to an eye witness that we spoke to. it may even night. the 3rd day of last night yesterday, this practice that 15 people actually we are in gathering. we're gather of what to do with the top top. and then the people were removed it from the bomb side, including the children and 3 year old, the child was among those who work in the attack. and the other remaining bodies were, had had to be picked up from the grounds of

celebration that this destiny is how the thing that i need are going back to their home was just there is honeywell who reporting from gaza city. thank you very much. that honey families of palestinian prisoners that were due to be released today had been gathering in ramallah in the occupied westbank. they were waiting or waiting to be reunited with their loved ones. this is what they had to say, at least so we were disappointed before we heard that he was going to be released in the past 2 batches. and so we came to them a lot, but went back without him. now we have confirmation that he will be coming out me in the family are beyond happy. i have another son in prison who will hopefully also be released flood or hello to sub the i couldn't sleep last night from anxiety and joy. i haven't slept for 2 weeks. i still don't believe you will be out and that i will see him. then i'll be able to touch him and hug him. i hope no one gets deprived of their loved ones for 24 years. so what you heard there are these thoughts and feelings were expressed before we found out just moments ago that the is really

thank you very much and they want to bring in honeywell. he's joining us from dell by the in central guys. a hand was mentioning that at least 50 years of those trucks are our time codes, and they're going to be taking fuel to places like i likes the hospital. and that's where you and our teams have been reporting from over the last 15 months or so. you're there at the moment, just talk to us about the kind of conditions that the medical center has. the medical system in gossip is in the moment. yes. well here at the hospital, there is much anticipation and hope port a potties on the back of a truck that is going to be arriving here to the hospital in the coming days of bringing much needed medical supply. there is also a help for the many of the organization to start setting up many of the much needed field hospitals, because we're talking about 33 of the health facilities across the gulf through. that'd be completely destroyed. then pushed out of services out what, what is left is more of a more privately owned the clinics and a small siz

johnson vice president of honeywell federal service districts federal solutions is going to be our moderator. with that i invite dj and teresa up to the stage. let's get this party started. [applause] taken away. >> thank you, good afternoon. i am honored to have you join us for the 2025 nuclear deterrence summit sponsored of course by the exchange monitor and collaboration with the department of energy. and the dedicated industry members to support this mission. the summits goals are clear. to enhance our understanding of nuclear deterrence. to foster collaboration among stakeholders. and most importantly to develop actionable strategies around global security. additionally we should take the opportunity to broaden our thinking and discussion a bit. really think about that from a strategic deterrence perspective. if you think about it from the perspective, that encompasses the safety, security and effectiveness of the u.s. nuclear weaponsaf stockpile. number two, reducing global dangers from weapons of last destruction providing the u.s. navy to nuclear or radiological emergencies in the un

shares of honeywell up in the pre-market. >>> back to the markets.ing week. take a look at futures in the green across the board. dow opening up 200 points higher. let's bring in amy wu silverman. amy, good to see you. >> good morning. happy new year, frank. >> we are seeing a bounce in the pre-market right now when it comes to futures. we are on a slide with wall street overall if you look at the longer trend. with that in mind, what is your word of the day? >> my word of the day is fairly fitting. it's angst. frankly, that is the sentiment we've had since the year kicked off and perhaps a little bit prior to christmas as well. to some degree, frank, that's normal. that's seasonal. this is just what we see in january which is some growth in volatility and selloff in the market. you've seen that every single january for the last decade. it's not surprising you are getting a little bit of this this january as well. >> so, according to your data, the jobs report added to the angst out there in the market. you say before the jobs report, s&p was in the

travelers and nvidia and honeywell and salesforce. >>> time for the morning call sheet.begin with goldman sachs. the chip maker has under performed most of the peers in areas including data center gpus. bernstein ing they are rmo fisher. the bio-sector could face headwinds. piper sandler moving nike to overweight. the urgency to clean up the marketplace should translate to a more visible recovery. >>> coming up on "worldwide exchange," we have the one word that every investor has to hear today and the stock pick every investor needs to know. >>> plus, a possible player in the bio-bid for the parent company sending shares higher. seven & holdings up 5%. we will have details on the high profile asset manager may be throwing his hat in the ring. that's coming up. stay with us. >>> welcome back to "worldwide exchange." time for the big money movers. taiwan semiconductor fourth quarter revenue beating the forecast as it beats the strong demand for all things artificial intelligence. shares up 1.5% now. revenues rising 4%. the company will report next week. >>> tesla with the

from davos morgan stanley's ted pick, workday's carl eschenbach, liberty global's mike breese, honeywell's kapoor, blackrock's larry fink stayof tx tomorrow, 6 a.m. eastern. >>> welcome back. if you've been a little confused by what's really going on with the u.s. economy lately you're not alone. we get superstrong job growth than the manufacturing sector is still contracting. consumer confidence has slipped. what kind of economy is president trump actually inheriting. we have look at that and therefore, steve, which kind of policies should be used to address it. >> yeah, it's a conundrum, president trump talks about the economy like it's in a deep recession with soaring unemployment and lagging growth, the data show while there are meant of problems there's historically low unemployment, all that raises the question, are president trump's policies the right ones for what really ails the economy or just part of the economy? the programs outlined so far are a mix of hits and misses. he's worried that the policies that trump wants for an emergency and we're not in one. the danger is that you

morgan stanley's ted pick workday's carl eschenbach, liberty global's mike breese, honeywell's vimalor, blackrock's larry fink stay ahead of the market squawk box tomorrow, 6 a.m. eastern. how do you see wealth, money in the bank, precious commodities. find financial clarity with cnbc's trusted resources. keep your future in focus. cnbc live ambitiously. >> while t new record close today. russell 2000 lagging. where are interest going from here? our next guest is tempted to get more bullish on that trade. bring in ed yardeni. good to have you back. >> thank you. >> why are you trying to fall in love with the small caps here? >> well, because i've been out of love with them quite some time and they have actually done reasonably well. i think this market is broadening out. i think we've got a roaring 2020s kind of bull market here, and valuations are stretched on the larger caps and mid caps look more interesting. mid caps more than small capping in terms of fundamentals. seeing better earning performance and expectations in the s&p 400 whereas s&p 600 still has, fundamentals aren't th

morgan stanley's ted pick workday's carl eschenbach, liberty global's mike breese, honeywell's vimal know all about >>> we know all about crises. we have a drug crisis, immigration crisis, inequality crisis, security crisis, trade crisis, climate crisis. all the way down. i hate to add to the list. one unforeseen energy crisis. if we don't work fast, we will be overwhelmed by it. what we need is nuclear power. it comes down to the fact we had no real industrial growth. we haven't had to build energy infrastructure. now these data centers come online like part of star gate. these data centers consume insane amounts of electricity. it's a level of demand nobody saw coming. we spent more time decommissioning power plants, we have to go back into growth mode. ge vernova is going to reopen nuclear plants. you heard about reopening three mile island. there's talk about finishing two nuclear plants in south carolina that were stopped because of overruns. these initiated were so hard to build, they gave up. they are soliciting bids to rebuild these plants. a fortune, maybe they get it. they

david cody, wonderful industrial chairman was at honeywell for a while is the chairman of the companyy, you also like broadcom. it's sort of that nice play between hardware and software, when we can't figure out which one we like, but you mentioned that broadcom is no longer cheap. talk us through it. >> yeah, i love that set-up. if you can't decide where you want to be in 2025 software and semis is a big debate on the street broadcom is both of them in one stock. look, we own the stock when it had a originally 3% dividend was trading at a mid-teens multiple. its now gone up to a mid-30s multiple obviously been a big run over the last little while. so stock is no longer as cheap as it was but it's also not expensive. when we look at the total addressable market that hock tan just told us about by 2027 this $75 billion opportunity, this is the company that can continue to grow into tthat with custom silicon with the biggest customers, amazon,, google and software and semis within the context of a.i. taylor: jason we love your picks and know our audience does too. we're making them smar

and with that, i'm very happy to welcome back to the stage, de jeh johnson, vice president of honeywell federal system -- federal solutions who will be our moderator. i invite tj and teresa up to the stage. let's get this party started. moderator: thank you and good afternoon. i am honored to have you join us for the 2025 nuclear deterrence summit, sponsored by the exchange monitor in collaboration with the department of energy and the dedicated industry members who support this mission. the summit's goals are clear. to enhance our understanding of nuclear deterrence, to foster collaboration among stakeholders, and most importantly, to develop actionable strategies around global security. additionally, we should take the opportunity to broaden our thinking and discussion and really think about that from a strategic deterrence perspective. if you think about it from the perspective of the nnsa, that encompasses the safety, security and effectiveness of the u.s. nuclear weapons stockpile, reducing the global dangers from weapons of mass destruction, providing the u.s. navy with safe, reli

honeywell is worth honeywell. we've got the split that elliott wanted.on aerospace. >> has yet to announce the split. >> let's be clear. and the. >> ceo was on earlier on squawk box. they are. we're still waiting for the official announcement. i think the expectation is they will announce it. jim. right. if they were not to, that would be a. >> surprise when they report the quarter. now the last two quarters have been misses, right. so we're scaling out of it. and for the club okay. because i still think as much as the parts could be worth more than the whole when you miss a quarter, it's bad. dupont did not miss the quarter. still not up. they were going to split into three and then now splitting into two electric and then chemicals and water. >> as for airlines, american unit revenue domestic swing positive. but this guidance jim a little cloudy. >> but it was because they had a labor contract. how could these analysts not know that giant labor contract. and it was like it was plain as the nose on your face. and they didn't know david. the analysts wer

the last health lifeline in north garza is at risk of being safeguards. honeywell, which has more from dayton by law in central dasa the hey vac. listen order is extended to uh the last remaining small health facility that's allowed the hospital that has a charge. part of a charge of the past few weeks at the beginning of the grant, offensive. and as of right in the span of the, of less than an hour. another evacuation order sharply ordering and is threatening anyone to remain inside the hospital. the one that everyone do evacuated immediately is similar to what happens. it is indeed an hospital. now, concerning the part of this has many of the people inside these 2 health facilities are in fact people who were forcibly it's made to leave a come out one hospital when it was on by the is really monitors. we really talk about people in, in, in critical condition determine in terms of their health. uh, do you need it to be attacked and medical equipment. some of the injury is suffered and sustained in critical injury that they needed to be in. 9 a hospital or a health facility to receive

breese, honeywell's vimal kapoor, blackrock's larry fink, z's bakery is looking to add a pizza oven,ssa's hair salon wants to expand their space, and steve's t-shirt shop wants to bring on more help. with the comcast business 5-year price lock guarantee, they can think more about possibilities for their business and not the cost of their internet. it's five years of gig-speeds and advanced security. all from the company with 99.9% network reliability. get the 5-year price lock guarantee, now back for a limited time. powering five years of savings. powering possibilities™. >> got it. boss otter. you got this. >>> welcome back to "fast money." shares of ea dropping afterhours. the video game company slashing full-year guidance and reviving its forecast for the holiday quarter lower. steve kovach is here with more. >> this just keeps dropping. it was only down about 5%, now down nearly 11%, it looks like. and this is because in the december quarter, electronic arts says its global football business, not american football -- this is soccer, their football club '24 game did not perform as

have been detained, forcibly disappeared, leaving families in anguish and vital services. strange, honeywell was, but paula students in federal bala whose lives are being disrupted by the rest of the family members. and this event collision center in the doctor to any of the struggles to keep life moving forward for her children. this is what i was of teens or husbands from the hospital in northern dogs. the last october. since then she hasn't heard much about him. female, i'm at the bottom. well, i got some contradictory and conflicting information about my husband. every time they talk about him being in a different prison, according to the latest information he is in states him on prison. what scared me the most is my husband's health condition. he suffers from many diseases. and his age and health situation he cannot tolerate is really torture relief doctor needs have described tortures tar vision of use in his regular presence. at least 2500 palestinians have been detained from northern gaza, including dozens of medical staff. that's according to the palestine center for prisoner studie

it's dave cody is the chairman is my next door neighbor who used to be my next door neighbor from honeywell. i have to tell you that that stock fell so much that here's what's going to happen when you see stocks fall. $43 on $150 basis. that means the sellers are not done. they will come back again tomorrow. they will break the chart. they will make things happen that will wish you that you bought this stock at 80, not 100. that's typically what has happened. i need to go to jack in ohio. jack. >> hi, jim. how are you, big fan. >> oh thank you, jack, thanks for calling. what's happening? >> well. >> i got an rmd i'm going to have to take this year. and i'm trying to figure out what stock to go with in my portfolio. >> i've got. >> a. >> big position in ford, and i'd like your opinion on. should i hang on to it for a while? i am up 50. i'm sorry. >> all right. well, here's what the problem with ford is. they have big warranty issues. they've got they're all coming back to haunt him because it costs so much to fix the car. now we have gm tomorrow, mary barra. i think she might report a good n

diamondback energy, regeneron, dexcom, and honeywell rounding out the bottom five on the nasdaq 100.action yesterday. we saw a tech rebound yesterday. as investors, they digest what deep tech means for the ai trade and for valuations. altimeter capital brad gerstner on our air last night addressing the concerns for the trade and for nvidia in particular. nvidia today, i think. >> you just said. trade 20 times revenue. it's trading at 24 times earnings. >> right. >> people talk about the bubble. this isn't what bubbles are made of. >> and as far as i can tell the world's. >> going to. >> be. >> you. >> know, have a compute shortage. >> for. >> the. next 3 or 4 years. i don't think anything. >> yesterday changed that. >> so again, gerstner saying not much has changed. now we look at the treasury market, looking at bonds, specifically the ten year going into the fed decision coming up at 2 p.m. eastern. and speaking of not much changing the ten year basically unchanged since all the way back here december 18th. the fed's hawkish cut. you can see pretty much at the same level moving just

liberty global's mike breese, honeywell's vimal kapoor, blackrock's larry fink stay ahead of the market, squawk box today, 6 a.m. eastern. cnbc. >> rio tinto ceo jakob stausholm has told us about the logistical challenges his firm has encountered in mineral extraction in greenland, raising questions for us president trump's possible plans for the region. >> what is. >> interesting is we have looked at at greenland, for we have been exploring it for 15 years. we have never been able to come up with a profitable project. there's clearly a lot of minerals up there, but the logistic cost in a place where you don't have roads, everything has to be airborne is enormous. >> so yeah. >> yeah, we'll see. europe. the london metal exchange, matthew chamberlain told us that buyers are pushing for supply chain diversity when it comes to critical minerals. >> it's been one of the. >> big talking points over the past few days is the critical minerals agenda. and i think we're seeing a lot of countries saying that they want a. >> more diverse. >> source of supply. i don't think that's a an action again

we filed over 400 patents and partnered with leaders like hp and honeywell to bring breakthrough products to the market, but despite our success we have experienced firsthand how the system fails to protect innovators. a major korean oem still our patented technology and enable their suppliers in china and i want to profit from our work. without injunctive relief, we could not block them. by the time financial remedies arrived years later, the damage was already done. billions of dollars in value floated overseas, and that is valued that we would have invested in american jobs and innovation. this was not just theft. it was a systematic failure of the u.s. patent system, and here is the bigger problem. the lack of injunctive relief distorts fair business dealings. megacorporations know that there is no urgency for them to act. without the threat of an injunction they can choose to infringe now and pay later, as you mentioned, if they pay at all. a former apple executive even called the strategy a fiduciary obligation, because fort magnetek litigation -- magnetek -- megatech litigation is

whatever honeywell seems to go is disappointing, a lot of that is because of the earnings which is notortunity. the stock is down 5% for the year even though they are doing smpg that could be like what ge did when they split into energy, healthcare , and core aerospace. i think the stock is a buy but people want tosee the quarter which they think will be a disappointment. and they want to sell ahead of it. i say let them do it. >> i'm not sure the street took some solace in your interview with ricks. lilly down 8. >> look, i think the problem with eli lilly is as david ricks admitted is there have been some mistakes. they have not done the launch as easily as people thought. i say as i said at the beginning, let them sell it. in the end, this is the glp-1s is the greatest drug of all time it will be used for multiple applications. people want toed him to say that it would be the best year. he doesn't do that. now i can say you can't buy it back right now and i wish i could, down 8%. i think it goes down 10% as we get rid of people who don't understand the story and then we get people w

. >>> honeywell international is poised to proceed with a breakup by the elliott investment. company is planning to split into two publicly traded companies. one focused on automation and the other focused on aerospace and defense. the company could announce the plans in the next earnings release which is due in early february. that report says plans could change and the final details would need to be approved by the board. that stock is up 9.1% over the last year, but it's hard to not think back to the days of the potential ge merger of the companies. big getting bigger and bigger. at this point, whittling things down. >>> when we come back, survey data from the anti-defamation league on the anti-semitic views. "squawk box" will be back after this. ok guys, instead of getting weathertech, i saved a few bucks and got some cheap, foreign made floor mats. but they really stink, so put these on. ♪♪ really, gary? mom, i'm thirsty. don't settle for cheap, stinky floor mats. at weathertech we make our floorliners and cargo liners here in america, out of pure non-toxic american mate

tomorrow we're going to be hearing from the ceo of honeywell. becky. what a week it has been and it's not over yet. >> it is not. i think we'll be right back here tomorrow to do it again. in the meantime we should catch up-to-date on some of the earnings open this morning. proctor and gamble reporting earnings and revenue above expectations. it was driven by growing demand for household staples and that stock up now a quarter percent. and travelers beating you can see that stock now up by more than 5.6%, so a big beat there. and united airline shares rising after the company forecast first quarter earnings that came in above the street expectations. that stock also up by about 5.75%. don't miss the interview with scott kirby coming right here eastern on cnbc. the dow futures are now up by 170 points. andrew, yesterday that was up by about 530-some points. s&p futures are up by about 33 this morning. yesterday it closed higher, and that index is less than 1% from its all-time high. nasdaq is really strong this morning. it's indicated up by about

let's go back to honeywell who has engaged the city for us . and so we have seen on the previous occasion, when this happens there where to lays, there were some difficulties. but in terms of the, the timeline, what do we know about the sequence of events is going to happen in about 24 hours here? well, when it comes to the release of the copy from dogs and all the, the technicalities involved in the process of stuff with aquatic project and will land, it's always, there's always something that will pop out the last minute whether it's a last minute change. the last minute to tweak into the plan, but what we're expecting so far, what we are hearing it from the source is on the ground that it will happen. and the 100 close to a more of that expectation that it will happen or taking place from the northern part of this trip. very close to about one hospital that's at least what we've heard in the past. the few hours are from people who are very close to the matter. the 3 are going to be released here including and, and at the 2 captives, a female