huawei. i think does speak to the kind of concerns that western officials about using this company as a supplier and so if you look at this industry, so telecommuting, options networks, they're viewed as infrastructure in every country around the world. and they're they're viewed by each nation's government as infrastructure with national security implications. and so that means the reality is this this isn't just like a consumer gadget. this is an industry that in any nation operates under sort of pretty strict government oversight and in that sense. huawei similarly to a defense contractor in the united states, it's not a company can just do whatever it wants as a private company that without sort of regard for for the government's wishes. so so we have personnel that we as you suggest the regular regulations and people have pointed to the cybersecurity law and 2017 national intelligence law which seems to suggest that, you know companies can be asked to spy can be forced to spy for the chi

but we're just seeing this huge resurgence scott with huawei, with xiaomi but especially huawei, which was out of the game for a couple of years to apple's benefit during the pandemic when huawei was out of the game, you got a nice little lift in apple sales because of that. and now with huawei playing in there again, people are looking over to these chinese homegrown brands to start buying again. our eunice yoon has done great reporting on this out in china, showing these huawei stores that are literally built across the street or across the hall in malls, from apple stores, and attracting just as many customers, if not more. and they're taking away market share from apple. and that also puts pressure on the services business, because keep in mind, when people aren't using apple devices, they're not using apple services. and this is another hit to them. what we're learning today about this investigation will put more pressure on their services if it does play out the way we've seen it play out in europe and elsewhere. scott. >> all right, steve. thank you. steve kovach now to deirdre

tiktok, capcut, shein, temu, byd, dji, huawei — you name it, chinese technology is everywhere. from thetidy has this report. the rise of chinese ai chatbot deepseek has taken the world by storm. but it's part of a wider trend. chinese apps are rising up the charts around the world. of motoring, selling more than any other country, a lot of this success comes from china being the world's and solar panels — china's responsible for an estimated 80% to 95% of the global supply chain. renewable energy will be generated in china. in drones, too, china rules the skies. well, it's all part of a long—term plan. made in china 2025. with the leading edge — and in some industries, china even leading. than 250 mini goals. 86% of them have been ticked off. with progress set to get even worse thanks to more sanctions and controls. and japan have also launched counter—plans, too. plenty of patience. the largest gathering of the night—time economy community is taking place this week in birmingham at a crucial for some time in the face of rising operational costs and a decrease in consumer spending. new

you have huawei surging, you have xiaomi, you have vivo. all of those are becoming really popular devices and alternatives for the iphone out there. and then the tariff thing, we have the tariffs that went into effect that could impact revenues and earnings for apple. i spoke to a couple of analysts, including eric woodring, over at morgan stanley this week, who thinks that could put a 3% headwinds on earnings. and then, of course, like we said last week, kelly, the december quarter, china sales down 11%. a number of excuses from apple of why that was, but still a lot to be there. look just like what china's performance here on that chart. >> all right steve. thanks steve kovach john, obviously you're a shareholder at apple. how do you how do you think their position, what more do you need to hear. and is it a china issue for you or. i mean, they are supposed to be the big beneficiaries all of a sudden of this shift, right, where the people who are using the ai more so than the people who are just part of the investment cycle, are the benef

huawei, chinese company, likes to do deals. other relationships in his first term, as they give him somethinge negotiation. from, say, values, which is something that a lot notjust in economic terms, but, of course, in values. willing to talk. i don't know, of course, how far that goes when the deep and the democrats. just on that, we are getting some reaction. we have been about the fact that the talking about the fact that the in the us that building in the us that houses the. aid agency shattered the us aid agency was shattered we were talking about lawmakers democratic lawmakers joining people outside in protest, people ql'qeiq%iq�*e’$!£*st§ew” aid peeple eptsieeippreteetzfif' aid that the usaid saying the aid that the usaid agency provides egency provides is essentisl. united nations says that the united nations says that in us aid could result in cut in us aid could result in 1200 more afghan birth linked by 2028. from deaths by 2028. reaction from the un on what they say will be the un on what they say will be the impact in afghanistan. more on that when we get it. rebels in the east of

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tiktok, teemu, byd, d wade g, huawei, name it, chinese technology .actory the from the wilds factory to the bar innovator, and to from the wilds factory to the bar innoi they and to from the wilds factory to the bar innoi they and largely to experts, they have largely joe tidy this succeeded. joe tidy has this report. rise of chinese chat report. rise of chinese ai chat bot has taken the by storm but it is part world by storm but it is part of a wider chinese apps of a wider trend. chinese apps are rising up the charts around the world. it is not our phones. china becoming dominant in china is becoming dominant in many other areas �*tech. china is becoming dominant in many otherareas �*tech. look many other areas of tech. look at cars. it has overtaken the previous of breviebs ebieentresef , selling more than any metering; selling more the n any �* cou ntry metering; selling more the n any �*cou ntry tha nks metering; sellingfnare than any �* country thanks to hit other country thanks to hit electric car makers like byd. a lot of success comes from lo

and then on afterwards, eva dou shares her book, house of huawei, which examines how huawei came china'st powerful company and what that means for its competitors. she is interviewed by adam segal. watch book tv every weekend on c-span two. >> democracy, it isn't just an idea. it's a process. a process shaped by leaders elected to the highest offices and entrusted to a select few with guarding its basic principles. it's where debates unfold, decisions are made and the nation's is charted. democracy in real-time. this is your government at work. this is c-span. giving you your democracy, unfiltered. >> if you ever miss any of c-span's coverage, you can find it any time online at c-span.org. videos of key hearings, debates and other events feature markers that guide you to interesting and newsworthy highlights. these points of interest markers appear on the right-hand side of your screen when you hit play on select videos. this timeline told makes it easy to quickly get an idea of what was debated and decided in washington. scroll through and spend a few minutes on c-span's point of intere

and then on afterwards, eva dou shares her book, house of huawei, which examines how huawei came china'st powerful company and what that means for its competitors. she is interviewed by adam segal. watch book tv every weekend on c-span two. >> democracy, it isn't just an idea. it's a process. a process shaped by leaders elected to the highest offices and entrusted to a select few with guarding its basic principles. it's where debates unfold, decisions are made and the nation's is charted. democracy in real-time. this is your government at work. this is c-span. giving you your democracy, unfiltered. >> if you ever miss any of c-span's coverage, you can find it any time online at c-span.org. videos of key hearings, debates and other events feature markers that guide you to interesting and newsworthy highlights. these points of interest markers appear on the right-hand side of your screen when you hit play on select videos. this timeline told makes it easy to quickly get an idea of what was debated and decided in washington. scroll through and spend a few minutes on c-span's point of intere

go back and look at huawei. look at what tiktok has done. look at the fact that again, they there's a back door to the communist chinese party and they have a track record that, you know, has been adversarial to the united states. they they are an adversary need to be treated that way. and i think both of them will come up with a solution that protects america. >> well. well, we will see. as you said, there is a law in place not exactly being followed by the letter of it at this point, but we'll see what happens. congressman darin lahood, we appreciate you being with us this morning. kate. >> this morning the ncaa is releasing new guidance and rules on the heels of president trump's latest action to ban transgender athletes from women's sports. we will get that. get bring that to you. and in just a few minutes, the first jobs report of the new trump administration have i got news for you is back for a new season, whether you like it or not. >> are those the only two choices? >> yes. you like it or you don't. >> i'm on the fence. >> this is g

huawei has reached new and there are more new heights and there are m3r3 �*high—tech countries new high—techanlt'god’ooa, “oininu likely to lose. thanbfgod’ootlr momma-w of fmifi'fi'fia me fg�*rw�*eewswe ww www wwwww of yours on the it's the latest escalation in a diplomatic dispute over the waterway — a crucial route for trade, that acts as a shortcut between the atlantic and pacific oceans. secretary rubio demanded �*immediate changes' to how the canal is run. rights and interests. but panama called the talks productive, saying they saw no remember, president trump previously threatened to seize operations of the canal. panama. marco rubio's meeting with president mulino lasting around two hours. he wouldn't answer questions afterwards about how very warm greetings. but i think that belies the rapid tensions that coming here is they believe that this country is one chinese investment. and what the trump administration thinks is the ability for beijing effectively to be able to perhaps unpredictable threats made to take back the canal, he says, and also refusing to rule out military force to d

law does not permit the systems to foreign ports to ex-extra debate huawei equipment or z.d.p. cranes. the u.s. must find a way to make a better offer in these select and critical offers and simply put we need to up our game on commercial diplomacy and grow our commercial service by two or three times by recruiting people with more than a decade of private experience, including with cross cultural skills in the regions they would be working and we should bring these individuals in to embassies by a direct nonservice officer test and hiring pipeline. we can use iepa to create the recruiting and onboarding process. we should establish a global belt and road process as part of the china house to determine where the p.r.c. is bidding on critical mineral projects and i.c.t. networks and so on and must make commercial diplomacy a metric for success in every global south ambassador's routine evaluations. and fourth, i think we need to maintain overhead imagery collection programs on select p.r.c. ports. the united states should maintain strong overhead imagery collection on chinese ow

or huawei has some really great high end ones that have been competing very well with apple. when you think about apple's privacy focus here in the us, it kind of interesting to think that they have to partner with an alibaba locally, where we know all that data can go right to the government, you know. and so it's just like we have a lot of our companies that want to be there. and they almost need to be there. 20% of apple's sales come from china, which are down 12% year over year. it's not doing particularly well. so what are they willing to kind of sacrifice as it relates to the sort of messaging that they have here in the us? and so i think this is something that we're going to be living with for a while, especially in a world where tiktok is such a debate here. deep seek is going to be such a debate here. so again, it's important. i just don't see it as a really material thing for at least a year or two. >> maybe not necessary for apple, i do think for baba. and you know, david tepper, we talked about it yesterday and they asked him they the morning show, are you concern

eastern, eva dou of the washington post shares her book which examines how huawei became china's most powerful company and what it means r the global competitors. she's interviewed by adam segal. watch book tv every sunday on c-span2, and find a full schedule on your program guide or watch online anytime that booktv.org. ♪ >> in his latest book titled "waste land," robert kaplan focuses on the importance of technology on determining the world's future. kaplan holds the chair in geopolitics at the foreign policy institute. chapter number three in his 177-page book, he claims civilization is now in flux. the ongoing decay of the west is manifested not only in racial tensions coupled with new barriers to free speech but in the deterioration of dress codes, the erosion of grammar, that a client and of serious books, and classical music and so on. all of which have traditionally been signs of civilization. >> robert kaplan talks about his book "waste land," on this episode of book notes with brian lamb. it is available on the free c-span now mobile app or wherever you get your podcasts. >>

i'm concerned about huawei and other adversaries' equipment. what steps if any do you think we should be taking in a leadership role to encourage trusted equipment, american or otherwise, but trusted equipment. what steps should we be taking? ms. rinaldo: we face a lack of deployable spectrum, so how do we get that going? internationally, i would say how we use our investments, our international assistance programs. for instance, xmbank have risk caps. telecom is such an infrastructure heavy empty street we always bump up against those so no telecom projects are able to get funded so we are working with congress on legislation that would allow xm to waive risk if we are going up against a wall way -- a huawei or zte. rep. fulcher: i do have questions but not enough time to ask. i yield back. chair hudson: thank you for yielding. next is representative menendez from new jersey. you have five minutes. rep. menendez: thank you. spectrum is one of our most valuable public resources. it enables smartphones, navigation, telehealth systems, emergency

it is the same thing they said about huawei a number of years ago.blatantly is involved with the ccp stealing our intellectual property, stealing our privacy rights. that's why you've seen almost a complete ban of huawei. it's the same argument there is. there is no evidence to trust ccp related entities, whether it's tiktok, whether it's deep tech, whether it's huawei. >> i'll ask, is anyone on your staff using deep seek? have they checked it out? and by the way, gentlemen, do either of you allow your kids to use tiktok? >> i have i have three teenage boys. i do not allow them to use tiktok. >> and there's. >> certainly no one in my office using deep seek. i'll tell you that much. >> what's the plan? do you think that you have a lot of support, bipartisan support in congress for this? >> i absolutely, you know, we just introduced this legislation. we already have 20 original co-sponsors. i think similar to what you saw with tiktok bill, you know, there's going to be a lot of people interested in this. our select committee on china is going to hold a

i'm concerned about equipment made by some of our adversaries, you mentioned huawei. some of those things, some of them we think can't be trusted. what steps, if any, do we think we should be taking in a leadership role to encourage trusted equipment, american equipment, whether it's american or anybody else, but trusted equipment, what steps should we be taking? >> the two biggest things we face right now is lack of deployable spectrum in the united states. how do we get spectrum authority, and get it going. and how we use our investments, our international assistance programs. xm bank, they have risk cap associated with and telecom is such an infrastructure heavy industry we always bump up against the camps and no telecom projects are able to get funded. we're working on legislation that would allow xm to waive risk if we are going against a huawei and to get open ran around the world. >> mr. chairman, i do have a number of questions, they will be in written form. i yield back. >> thank you for yielding. next is representatives menendez from new jersey. you have fiv

know you've written a tremendous and in-depth analysis this of huawei, which is a firm that we hear alot about bon

at a time when apple has been losing market share to the domestic rivals for months, particularly huaweid a.i. tools on its smartphones last year. shares of both apple and alibaba are moving to the upside at the moment, and as we said, we will be watching if this holds. i'll tell you what is holding, intel. jumping to the top of the nasdaq. those gains of 6.25% pretty much just slightly off the highs of the session. it's the second biggest winner on the s&p after vice president j.d. vance struck the a bullish made in america tone at the a.i. action summit in paris, france, earlier today. vp vance declaring the most advanced chips will be made domestically saying, quote, the trump administration will ensure that the most powerful 5679i. systems are built in the -- a.i. systems are built in the u.s. with american- designed and manufactured chips. many chip makers have already broken ground on fabrication plants in the u.s. end -- encouraged by the biden administration's chips act which passed with bipartisan support. >>> when tech bros attack. when sharks attack. a.i. power players elon mu

part of its agreement with huawei expired. stuart: did it, now? >> it did. help at all. stuart: we had a slew of companies before the bell. first off, eli lilly. >> okay. look at what mounjaro and zepbound are doing to the stock. nothing today, but overall, its the it in part fueled a 45% increase in revenue to $13.5 billion. they want approval for zepbound for moderate to severe sleep apnea. stuart: the stock's now up half a percent. yum brands. >> am i single-handedly responsible for all of the talk about value meals that are pushing this company up 6%? i might be. kf if c as well. it is all about the value meal. taco bell was the standout with their cravings box, starts at about a $5. kfc was a winner as a well. stuart: that's a deal. why is roblox down so much? >> yeah, they're plummeting because daily active users missed estimates. only 85 million, short of the 88 million that analysts wanted to see. bookings, which is a measure of sales, only close to 1.36 million -- billion, excuse me. missing estimates. and really they're not doing enough to keep pre

products that use its technology and the company noting that huawei discussions are still in play. there's a renewal and it is still possible. john ford spoke exclusively to the company's ceo last night about the upbeat guidance our. >> customers are gaining. >> share in. >> the premium. >> tier is. >> expanding, and this is all end customer demand. it is end customer demand is not channel. and that's a great story. and it's also reflected in our guide for. >> q2, which is above revenue and. >> consensus on eps. >> you told john ford that he believes the release of the latest deep seek ai model is good for qualcomm, because it chips can run the efficient model locally instead of on the cloud. and of course, that puts them in a better position. also, take a look at this. shares of arm holdings, they're also lower. the chip designer beat estimates on the top and bottom lines. the current quarter forecast was in line with expectations. perhaps what was disappointing, though, for investors was that they were looking for the stock's 2025 rally to continue. i'm not sure what the real ans

huawei's refusal to. >> renew its. >> contract hit. >> particularly hard, as royalties. typically carry higher profit margins. that's why investors cared about that segment. >> and then you've got lastly arm holdings. >> their shares also struggling down almost 4%, though for different reasons. the company, which licenses chip designs to. >> major. tech firms including apple. >> there's that connection. >> again has seen stagnant adoption of its. advanced v9 technology. >> think of it just like a. >> blueprint for building a. >> chip. >> and. penetration has remained. flat at. >> 25% for the last three consecutive quarters. >> so these. >> developments serve pretty. >> much as a sobering reminder right now. even as artificial intelligence. >> ai drives. >> all of this excitement on earnings call, and especially in the. >> semiconductor space with nvidia. >> chip makers. >> still remain vulnerable to. >> traditional demand cycles. >> and customer. concentration risk that we saw with skyworks and its relationship with apple. >> i would imagine, christina, just another less

americans, i'm deeply concerned when you have whether you're talking about tiktok or before it was huawei our country and to spew disinformation and to capture information on americans, our intellectual property, what people are searching for, what they're looking for, whether that's at home or in their offices. so this would actually this legislation will ban deep seek from all government devices to make sure we protect our national security immediately without delay. >> you know, and i'm just wondering and i'm so glad that you mentioned these other companies that have done something similar. what is our what are the differences between deep seek and tiktok in the security way? >> well, we know it's deep. seek is a chatbot, an ai chatbot. we also know right now it's the number one downloaded app on the apple store, right. so people are downloading this and we know it's putting our country at a great vulnerability and risk, because this is where people as as if you've used one of these before, you know, you might ask it a question, you might post a document, and it could be a business doc

although, you know, inside china, huawei, for example, has its own os where you have antitrust remediesneed to get announced in the us. so there are certainly many risks sort of looming for google that would prompt people to take profits in a stock that had hit all time highs. but the wider issue. for the china question right now is the advertising of china e-commerce players on on platforms like. >> google, both. >> in search and youtube. it's the android probe. it's the dampening effect it might have on e-commerce. >> and google. >> called out how strong its shopping business. >> was in. >> q4 last year. so this wider china us question, as you just referenced with with apple a moment ago, is going to weigh on all the big tech stocks until there's. some resolution of some sort or some steady state understanding. and i think right now we're still in the tit for tat pr battle over, over. >> over china-u.s. relations. >> richard, just finally and this goes to your point about alphabet coming off of record high levels. are the magnificent seven overvalued? is it simply a matter of all the

in 2023, the chinese telecommunications giant huawei released a phone with a seven nanometer chip, a kind that had been explicitly banned by u.s. export controls. there is some evidence that after years of sclerosis, china's chip makers have responded to american bans by becoming more innovative. in a fascinating recent interview, liang wenfeng, the ceo of deep seek, also argues that his engineers are more motivated by doing research than making money, and seems to contrast that attitude with the one prevalent in silicon valley, which is all about maximizing revenue. providing cloud services, generating cash flow demis hassabis, who leads google's deepmind and won the nobel prize for its scientific breakthroughs, is said to have fought to keep his team in london far from silicon valley so that they can focus on basic research. the first question that deep seek raises is can the u.s. stop china from advancing along the technology frontier? some argue that deep seek shows that export controls work. the model used many nvidia chips that were once cutting edge, but soon china will not ha

of times when the chinese government effectively dictates something and not dictating, you use a huaweiatever phone, but when they when they sort of semi dictate it, there's a lot of public pressure. we don't face that here in the states, but there's a lot of top down pressure to maybe not be seen with specific stuff. all right. speaking of phones, let's pivot to shoes. how'd you like that transition? herb greenberg deckers. they make uggs. they make hoka, which makes everybody three inches taller. what's your beef with deckers? >> it's not a beef, remember? these are risks you want to pay attention to. that's what i like to do is point out the risks you could start seeing if you look at the stock. deckers has been a fantastic investment for many people. hock is a great product. uggs, great product done phenomenally well in the marketplace, but you can start seeing changes in the filings and the disclosures the company has been putting in its filings. i called out one in june where the company basically used to say it would report its pears, the volume of pears sold that changed the wor

yes, android is important, but huawei is already creating sort of an alternate operating system. the regulatory overhang, though, is real. we've talked about valuations a number of times, and just the sheer number of these lawsuits and the volatility of them as well. we don't know what the new administration and the new administration's, you know, ftc and doj are going to do with big tech. so that continues to be an overhang. but sarah, i just wanted to mention as you're talking about some of these moonshot projects, i can't believe we haven't mentioned waymo. talk about adoption. this will be really interesting. it's just been growing at a remarkable pace. my personal hope is that they give us some more details around the finances, because that could be really interesting and could move the needle, even though it's, you know, been relatively small. >> yeah. good point. all right. we'll look for all of that. guys. thank you for the pregame on alphabet. deirdre and alex stay with us if you would to talk about the markets though we are getting some breaking news out of washington.

should encourage regional allies to de-risk from china and to end cooperation with china and with huawei and then also to work with to provide them alternatives. mr. garbarino: how do we encourage them to de-risk? what can congress do? mr. kroenig: i think one is making the case. and making clear that we're not asking them to choose between the united states and china. there are areas where they can continue to have productive relations with china but there are areas like this where it's in their national security interest and in our national security interest that they end the program. the second thing that congress can do is work to find alternatives. so help the administration to develop a coordinated plan with allies, the united states is doing it on its own. that's one thing, if we can do it in partnership with the europeans, the japanese and others, that's much more powerful. provide incentives for the private sector through d.f.c. and some of the other mechanisms that have been mentioned. and so again, encourage them to respiratory de-risk and then provide -- them to de-risk and t

and it's the chart i'm showing you right now huawei's resurgence. look at that. it is up 22.8% year over year. unit change. that means they've sold 22% more phones than they did a year ago. just eating into apple's market share there. there is some potential hope in china, though. erik woodring over at morgan stanley. he focused some of his note this morning on these new subsidies over there in china for smartphones. that includes apple iphones under $800. that would mean pretty much all the iphone 16 line, just not the pro models. and by the way, tim cook teased that there would be more to share on this next earnings season because basically, the chinese customers are getting this subsidy of 15% on these new iphones. so there's a chance here that could boost some sales growth. finally, scott. >> okay, steve, thank you for that as well. that's our steve covac joining me here at post nine to discuss all is big tech. alex kantrowitz welcome back. open ai. first your reaction to the musk offer when you heard it was what? >> i mean, it's just typical elon musk. he is

first term, remember there were a lot of restrictions that were put on the chinese ecosystem, on huawei an example. and semiconductors over time powered through that. so our assumption is that this is another one of those times where, you know, when you do have restrictions put in. >> this ecosystem. >> but the global demand for chips that enabled new markets and applications, whether it's in cloud computing or automotive or industrial automation, i think that secular trend does continue over the longer term. >> sure. and a lot of the more bullish, you know, analysts and experts have said, look, everything that's happened with ai, with ai development and innovation, whether it's deep sea or what have you, is only going to increase the need for these highly complex chips going forward. so here's my question, vivek. nvidia is down 23% from its recent highs. is it going back to 140 or are we going to laugh to think it ever was a, you know, almost $4 trillion company? >> sure. >> so first of all, kelly, i think we are big believers in the fact that if one makes computing more efficient, we

whether it is a crane over the port or a bridge we cannot tolerate huawei, tiktok, other artificial intelligence using a government backdoor. i am a big fan of the five technology interest in basic democracies forming a technology nato. nobody should be buying technology or equipment that has a government backdoor. these are complex issues and we need solutions. i will be requesting the department of defense provide a classified briefing to all members of our committee about four and seri threats to the panama canal, including these adjacent areas. i received an initial classified briefing from the u.s. southern command and have spoken to former u.s. southern command leaders on these issues. i also plan to go as a delegation or by myself to panama and visit the panama canal authority. i invite other members to do so, hopefully this spring. any successful strategy also has to not just focus on cybersecurity and cooperation, but the larger issue is we need to understand what other shortfalls of the current agreement that does not get at this upgraded technology concern. i would hope panama would b

we had a lot of work that we were doing on behalf of the laws that were passed to make sure that huawei was not a part of getting taxpayer contracts, and that will be a trend that we will continue and we'll be working with you on any new laws that are put forward and looking closely at the statutes that are already in place. sen. ricketts: thank you. i have run over my time. you also have very cute daughters and i am glad they are here today. thank you, mr. chairman. chair graham: senator van hollen. sen. van hollen: thank you. good to see you. look. we're just a few days into the trump administration and already seeing a huge gap between what candidate trump ran on, which was helping working men and women in this country and what he's actually focused on, including recently pardoning people who had been convicted of salting and bludgeoning police officers. including an executive order that stops ongoing initiatives to reduce the costs of prescription drugs. including, as we've heard today, a renewal of a tax plan that disproportionately benefited the very wealthy and the biggest corpor

but what it's saying is, look, you know, there's huawei sanctions and sanctions and export controls andcompanies do still depend on the chinese market. so according to, you know, their negotiations with president trump, they think that this is going to have them gain a little bit of leverage. >> meantime, after spending much of last year sort of fretting about ongoing deflationary forces in their own economy over the weekend, they've got cpi to five month high. i wonder how significant you think that is. >> well. >> it's it means that the economy is going to have a at least a modest rebound this year. again, the government is fully committed to a full on stimulus package, and the response will likely depend on, you know, the tariffs. they're really going to use domestic tools to offset some of the tariffs rather than, say, depreciation of the r&b voluntarily. so this means that, you know, stuff is picking up. the stimulus is taking effect. however, i think that one thing is underappreciated outside of china is that it's not that the chinese government doesn't want to put on more stimulu

then at 10:00 eastern, eva dou shares her book, house of huawei. shares how huaweiecame china's most powerful company and what it means for their competitors. she is joined by adam siegel. -- segal. watch book tv every sunday. >> in his latest book, titled waste land, author robert kaplan focuses on the importance of technology on determining the world's future. he holds a chair in geopolitics at the foreign policy institute. in chapter number three of his 177 page book, chaplain claims civilization is now in flux. the ongoing decay of the west is manifested not only in racial tensions, coupled with new barriers to free speech, but in the deterioration of dress codes, erosion of grammar and the decline in sales of serious books and classical music and so on. all of which have traditionally been signs of civilization. >> robert kaplan talks about his book, waste land, a world in permanent crisis with brian lamb. book notes plus is available on the c-span app or wherever you get your podcasts. >> washington journal continues. host: joining us to disc

perhaps the consumer, and they exclude the renegotiation they are doing with huawei.st in terms of that whole smartphone discussion. jonathan: thank you. some stocks to watch and a little bit of relationship counseling along the way. amazon set to report earnings after the closing bell. investors focusing on the cloud business and sales for the holiday shopping season. cloud growth will be key after disappointments from the likes of alphabet and microsoft. lisa: they are really the big player, with aws capturing a big part of the share. how much are they seeing the demand outstripping supply? i'm trying to make this story relevant, but i'm looking at what kind of efficiencies they are going to be talking about, because andy jassy put out a 1400 word in a festive talking about cutting middle-management with some of the efficiencies through machine learning. do we see some of those layoffs to justify the payment for some of the capital expenditures? that, i think, is going to be an increasing theme. annmarie: i'm interested in trade. morgan stanley is saying amazon coul