all revved up ford ceo jim farley saying president trump's early tariff moves are threatening to, quote, blow a hole in the auto industry and open the door for foreign cars to flood our shores. the details on this blunt assessment coming up. plus 18 and counting. meta's magical run rolls on now up 18 straight days and more than 18% during. this winning streak. we'll ask the chart master where the stock is headed from here. and later, inside the numbers of robinhood results, the details on chevron's major job cut announcement and cvs mounting a massive comeback. what is behind the rebound? i'm melissa lee coming to you live from studio b at the nasdaq on the desk tonight steve grasso, karen finerman, carter worth and guy adami. we start off with the great rate rise yields on ten year treasuries spiking back. >> above the. >> 4.6% mark, seeing their biggest basis point jump in nearly two months. the move coming after a hotter than. >> expected cpi. >> print for january. consumer prices rising more than expected 3% from a year ago. excluding food and energy prices rose 3.3%. that news slas

he joins us now for all the highlights phil. >> and melissa, we'll hear from jim farley. >> in. >> just a bit. the pressure. >> that you're. >> seeing on ford shares it's mainly because of the guidance for 2025. well below what the street was expecting in terms of a performance in the fourth quarter for the three primary businesses. remember, they break it out by internal combustion engines versus evs versus commercial vehicles. and once again. >> it's the ice. >> and. >> the. >> commercial vehicles. >> that are. >> carrying the water for ford. >> profitable. >> solidly profitable ev losses of $1.38 billion. that works out to a little over 37,000 per ev sold in the fourth quarter. but the guidance as you take a look at shares of ford, the guidance is the issue. they're forecasting a profit. >> of 7 to $8.5. >> billion in 2025. they made 10.2. this year. analysts were expecting more. the conference call has just begun. no doubt that will be a focus of questions from analysts. and it does not include. >> it excludes. >> the potential. >> impact of tariffs. >> which we talked about with ji

jim farley, the ceo of the ford motor company, is living in fear of the trump threatened tariffs, but so much fear that he is afraid to speak out against them. like most business executives, the ceo of ford said a 25% tariff across the mexico and canadian border will blow a hole in the us industry. the auto industry that we've never seen today. the guy who said he would stop inflation on day one of his presidency, wrote biden. inflation up. exclamation point. now, anyone who has the slightest literacy in economics knew that donald trump was lying about cutting inflation on day one during the campaign. but the marquette poll indicates that some trump voters are not in a forgiving mood about that. you are not alone. if you oppose donald trump's january 6th pardons, including pardons of people who tried to kill police officers and wanted to kill mike pence, 65% oppose the january 6th pardons. and you are not alone if you oppose donald trump's renaming of the gulf of mexico, 71% oppose renaming the gulf of mexico. wait until donald trump finds out the name of the state between arizona and

jim farley's called is i love farley, but farley was the one who just said, listen, this can't happenit happen. >> we can't have what happened? >> the tariffs. >> oh. >> meanwhile, i'm telling you about shienbaum. we never focus on china. she won't do any interviews, but. wow. i mean, come on, mexico, there's like, 60% approval is about as high as you ever get down there. they are standing behind china. all right. >> yes. >> those are those are reagan type numbers. >> they are reagan type numbers. they are. yes. and we're not the evil empire, any of that stuff. >> we're not. >> no, no. she wants to play ball. some people feel that she's going to outsmart him. >> that's not very smart. >> yeah. >> at least judging from her. academic resume. >> scientific? >> yeah. we'll keep an eye on the peso, that's for sure. >> i bet you she. i bet you he thinks she's great and that they. and they reach a great deal. i'm saying put it out there. >> fabulous. 6076 s&p dow is up 50. watch bonds today as well. we mentioned the ten year still below four and a half. we'll get a fair amount of fed speak t

ford ceo jim farley breaks down quarterly earnings before the call with wall street.s, trade war impact john ford. morgan brennan closing bell overtime today for eastern. cnbc. >> welcome back. stocks getting most of their tariff induced losses back even after alphabet's disappointing earnings report. our next guest arguing there are many opportunities in the market and not just in tech. ed yardeni is president of yardeni research. back with us once again. as always, good to have you. thank you. i mean, we've had some head spinning action already this week. what do you make of what the market did and how it's recovered and what it all means from what happens next? >> you're right. you almost need a neck brace to watch this market. but i think what happens next is the bull market moves on. i think it's going to widen out to the s&p 493. i kind of view all companies as tech companies either make it or you use it. but within the context of a broadening market in terms of sectors, i really like the financials. i think the financials still have more upside, not only in the

and dan, this idea of chaos you feel for jim farley?cramer talking about this and agree with him completely. this is a guy who bought into the idea of nafta 2.0. that was president trump. his plan in the last administration that was put forth. they bought into that, set up their plants accordingly. and now they're kind of getting the rug yanked out from under them. >> yeah. thank you. thank you so. >> much, becky, for having me. >> it is. >> chaotic because you have to just. >> put the auto. >> sector in context. >> to. >> you know what, u.s. versus mexico and. >> canada manufacturing is. >> mexico and canada. >> account for roughly a third of north america auto production. they account for roughly. >> 25% of. >> the vehicles. >> that are produced in the u.s, or vehicles that are. >> sold in the u.s. >> and perhaps more importantly. >> it's probably. >> over. >> half of the parts. >> and so. >> when you. >> think about. >> the potential. >> for tariffs. >> this basically. >> wipes out group. >> profit for. >> each. of the three. >> crea

jim farley ones billions of dollars will be lost if we go for full tariffs.otiation. have a look at roblox. you have daily active users coming in 85 point 3 million, a lot less than the market had expected. but 73.5 billion on this. down 19%. that is a shock. jonathan: thank you. that stock getting hammered. let's get to something eventually to look forward to. at 1:00 p.m. eastern time bloomberg sitting down with scott bessent. we will take that time bloomberg tv and bloomberg radio. amazon results coming after the closing bell on friday. the main event, the payrolls report is just around the corner. and we will get some fed speak as well. we will hear from bowman and kugler. next week we get some mcdonald's earnings, so look out for those names. the next week once we get through payrolls we will be talking about cpi. lisa: maybe cpi will not be a random number generator. i want to say that what i'm watching very much are some of the projections by some of these companies. in particular the likes of coca-cola, pepsi about a strong dollar. with respect to ama

jim farley spoke out on tariffs in his earnings call this week saying if tariffs are implemented, theyk one place or the other because this is a bonanza for our import if competitors. he add ad most of ford's vehicles and parts are made in the u.s. including 100% of its transmissions and over half of its engines, but millions of vehicles come here from japan and korea with only a 2.5% and 0% duty on goods from those countries respect ily. respectively. >> what doesn't make sense to me is why, why we're having this conversation while, you know, hundred dye kia's importing 600,000 units into the u.s. with no incremental tariffs, and why is toyota able to import half a million vehicles into the u.s. with no incremental tariffs? >> reporter: it's notable that ford has the biggest uaw work force of any company. cheryl? cheryl: all right. kaley -- kelly saberi, thank you so much. that is it for "mornings wit

and then we've got this breaking this afternoon a, ford ceo jim farley is hot-footing it to washington, d.c. tomorrow to warn congress that the mexico and canada tariffs that are looming would, quote, blow a hole in the u.s. auto industry. so let me start with you, scott. how cautious does that make you on auto stocks or any other sector? >> i'm a little cautious, but i think that the tariff story when it comes to investing, although you have to look out for the mine fields and potholes along the way, is starting to get a little tired. and i think investors are going back to what's going to work in the long run. maybe i'm going to have to have a little bit of a6-12, maybe 18-month point of view rather than worry about this on a day-to-day basis because you don't know how long a piece of string is unless you know how long the piece of string is. and we're all debating. i come from the agricultural sector a long time ago, and 2017, 2018 we had trump really had corn and beans, especially soybeans, in the crosshairs of those tariffs. i think this time around a, liz, i think this time it's

ceo jim farley told cnbc that president trump's tariffs could spell trouble for u.s. >> if this persists. this tariff persisted with mexico and canada. it would mean billions of losses for the domestic car industry, huge impact for jobs in the u.s. the administration knows that as well as congressional leaders. they know that ford is the most american car company we produce the most, and they have committed to us to strengthen our industry and not weaken it. >> shares of soitec are sharply lower after the french chip materials supplier cut its 2025 guidance and signaled limited growth for 2026. the chip supplier company now expects a high single digit percentage decline in 2025 revenue, having seen it as stable before. shares in arm and qualcomm fell in extended trade, with the chip stocks underwhelming investors with disappointing guidance and prompting concerns of a slowdown in ai spending. qualcomm beat on the top and bottom line in its first quarter, but issued weaker than expected estimates for its key patent licensing business and chip designer arm topped third

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jim farley heading to washington to deliver a warning to lawmakers, saying 25% tariffs on canada andwould be devastating for u.s. automakers. ken griffin also criticized tariffs as a bad negotiating tool. lisa: he talked about how ford has skin in the game. they all must have nothing to lose by coming out and aggressively lobbying this administration against going through with this. ken griffin is more interesting. he doesn't have the same skin in the game. he talks is a global statesman type, a global investor. his concern about threatening tariffs and with the does to undermine some of the credibility with allies, katmai take notice in more places. annmarie: we have mr. farley going to washington, d.c. to have that out with these members of congress. he's not just talking about the fact it is a global street fight. you mentioned byd, what's happening with china dumping another markets and how he wants to preserve the supply chain they have. making forward pickup trucks in mexico, engines and canada, and bringing the cost down for american consumers. he will be lobbing congressman a

ceo jim farley, speaking with cnbc yesterday, saying his company is not making moves with regards tonot for now. but they are watching the situation. >> we want a comprehensive policy, not just towards mexico and canada. we understand all the pressures on the border and with drugs. but the reality is, you know, hyundai-kia and toyota can import millions of vehicles through south korea and japan without these tariffs. we need a comprehensive look at such a tariff change. >> and we're looking at shares of honeywell. they're popping this morning up just about 4.5%. the wall street journal reporting the company is preparing to split into three independent companies, including separating its aerospace division from its automation business. and they also plan to move ahead with plans to spin off its advanced materials arm. again. shares of honeywell up just about 4.5% right now. one more quick, one more quick check of u.s. stock futures and the green across the board. the s&p and the nasdaq losing some of their gains from earlier. the dow looks like it would open about 120 points higher. j

ford ceo jim farley breaks down quarterly earnings before the call with wall street.s trade war impact john ford. morgan brennan ♪♪ with fastsigns, create factory grade visual solutions to perfect your process. ♪♪ fastsigns. make your statement™. gina costa... looking simply stunning... what's this? she's opening her fidelity app.... to buy that stock... with no fees or commissions... because what does gina got? gina's got the look. that never gets old. talk about easier investing. business did report a profit, but they're guiding towards losing some subs q1 to q2. joining us now from post nine is loop capital. analyst alan gould has a buy rating price. target's 125. so what did you think of the quarter? alan. >> hi, david. i thought it was a pretty good quarter. you know, they did beat on the bottom line. there was a lot of a lot of the beat was on the cost side. revenue was about where we were expecting. but if you look there's sort of four main things. dtc sub growth was higher than the street was looking for. and they reaffirmed the billion dollar target for the y

that is what i think jim farley of ford was saying. this hasn't potentially been well thought out.solution vice versa, trying to get ford and gm to sell more cars in europe? that's a big grievance of the president. tom: that could be what happens, but jim is not really in europe. ford does produce there, but maybe that ends up happening. you produce more locally in the region that you want to sell to. lisa: in the meantime, jon talks about this every time that we get a stock investor. how can you say that the industry is investable if you don't have a clear policy and how much you will have to rearrange? what do you tell them? tom: this is a question i get all the time. it is the method you have to do to say there is a 1% chance of negative infinity and 1% chance of everything is fine. a blended average is negative infinity. how useful is that map? you have to as an investor look at that probability and say, this is kind of like garbage-in, garbage-out math. you have to potentially hedge. you have to potentially come up with your own call of what you think will happen. it appears t