karp. karp. karp. karp. karp. i mean, it's just it's a juggernaut. >> can't compare. >> the two. no, you can't. >> even though they ultimately have a similar client. >> they sure do. and they're rocking the world. yeah, but rtx is very good at what it does. i'm glad you brought up palantir, because palantir is gamestop with a brain. gamestop with the brain. with the brain. >> what is that? i don't. >> know what i'm saying, that the people who like gamestop are up on palantir. they're going to take it up. i see, and, you know, get out of the way. there's probably some short stories that get run over. they do have really good stuff. oh yeah, cybersecurity and a cheap, you know, the way they want to procure. they understand procurement better than anyone in the world. very smart. they've been call it. car. car. car. >> car. >> car. philadelphia. haverford. you went to haverford, then you study in germany, and he's got the palantir to stanford. and you know what i mean? in other words, stay away. like nixon said, we got. >> to go. >> opening bell just a

alex karp. philadelphia bad boy. did not throw snowballs at santa claus, let alone batteries.eople love him because he's exciting. >> he speaks his mind and tells the truth. >> yeah. yes, he tells the truth to power. he does. how are his real numbers versus crowdstrike? >> they have incredible growth. >> look at that. that is a retail. again, my focus is retail moving stocks versus the big institutions that trade in and out. i want to help them. i have believe you can continue to buy palantir. palantir understands procurement and palantir understands how to do a deal with the defense department. i think they will surprise us and play a real role under president-elect trump in getting defense costs under control. >> there are palantir people who work for alex karp coming into the government. peter thiel, the founder of palantir, heavy influence. >> i don't want to be part of the so-called five families of depp defense they talk about. i think palantir is filled with bril liant people although alex karp doesn't hang on every wordy say. he is completely contemptuous of me. that h

firstly thank you for raising this, l thank you for raising this, social karp is such an important ——n important issue and linked to the question of what happens in our hospitals. because it has a huge impact and we have got to get right. so we put louise caseyin get right. so we put louise casey in charge of this, coming out with good recommendations. i want to build a consensus, i want a cross party consensus, because if this is going to work and make a material difference it has to last through different parliaments. that will take time to get this right. but we are determined to do it. we have announceped it will be —— announced it will be stages. i don't want to say we have to wait until the final outcome of louise's report, which will be in two stages, with the first stage next year and what can we do now to improve the system? we have started with fair pay agreements for staff. that matter, because more staff leave social care to come to the nhs than to go anywhere else. the reason is because of the poor pay and conditions and there is no progression and in there is no progress

if you've ever listened to alex karp it's the data, it's the data, i hate you jim and then it's the data, it's the data. >> i always listen to him, yes. >> alex karp that i got on amazon i think it was written by a computer but it was mostly about how brilliant and how stupid you are, you being the pronoun. if they have the data -- whoever has the data is king. >> don't lose sight of the national security risk. >> exactly. >> which is why this whole legislation went into place. >> john roberts a very serious chief justice those were his questions. can you block the chinese from the data? and they were very evasive answers and john roberts doesn't like that. another really thoughtful guy. first in his class. pass/fail. >> can they engineer a sale? there's been little a appetite on the chinese side to let tiktok u.s. be sold? how do we keep it in the u.s. if it's not sold? >> where is larry ellison? why doesn't he step up and buy it. all of these oligarchs, why don't they buy it. >> elon musk is apparently being considered according to reporting. >> chump change. >> we wouldn't let a chine

where karp plays out the white knuckle periods. i think this could be a three-digit stock as it plays out. these are the times that you look at the winners and how to own them. >> you and i talked about this before. i'm looking at the one-week chart of the dollar. we did get a spike after the jobs report. it was still moving higher last week. i know you are bullish on tech. you are always bullish to be fair. out of the top ten, which do you see as most likely to be i am pangt -- impacted by the rise in dollar? >> apple will have headwind. i think the street is already factoring in some of that in terms of estimates. i don't think this becomes that dramatic if we actually start to see this curtail, but it just comes down to, frank, a month from now is a different picture because of the fundamental picture that plays out in tech as this actually is seeing strength being led by the a.i. revolution. >> we have seen a lot of weakness in tech, dan. we have seen mike's article over the weekend. if you look at the average bull market, this

now, palantir's voluble, volatile, unabashed ceo alex karp is a messianic figure to some in a pied piper. to others, he caters to his retail investor base and the stock's a levitator. i call it gamestop of the brain. i've been saying it's going to 100. ever since it was in the 50s. now it's at 82. shows no sign of letting up. mark my words, $100 or bust. tuesday's jam packed. all right. now we start the morning with paypal and spotify, both of which could have terrific numbers. paypal is now being captain. alex. chris? i think he's returning to the company to solid growth mode. now, paypal used to be the king of digital mobile payments at one point, but then it fell on hard times as it frantically tried to play catch up to the buy now, pay later crowd. i believe chris can restore the growth rate and the luster, because paypal serves as the digital wallet that often is the first interaction that young people have with the payment system. now, spotify is a classic beat and raise story that tends to blow away the estimates. i love these subscription businesses, you know that. think netflix

i read the autobiography of alex karp when i was out in california. >> you did? >> yeah.ed by. >> i didn't know there was one. >> oh, take a look. go to go to amazon, but don't buy it, because i think it was generated by chatgpt and it had a lot of mistakes. >> what was his expertise in shooting? was it. >> his unbelievable marksmanship? maybe the best shot in the world? i think he could be in the olympics. he's from philadelphia. well, the haverford, then he went to study with goethe. he went to germany. he speaks multiple languages. he's smarter than everyone in the world except for elon musk. >> nobody's smarter than him. what's that. you mumbled? nobody is smarter than him. he does do some very odd things on a some very odd things. >> the man. >> i'm kidding, i don't know. i don't he's they're all incredible. they're amazing. >> they're incredible. they're the, the, the oligarchs are, are better than you and me. it's fitzgerald. >> we cover them almost like stocks now. >> yes. john o'hara and fitzgerald. that's for you. if you want to learn about what ultimately happe

quick note as we head to break next hour on money movers big interview with palantir ceo alex karp, talkingarms race to national defense spending. he's got a new book out on all of it that's coming up at 11 a.m. eastern time. we'll be right back here on squawk on the street. dow is now up 100 points joining the s&p and the nasdaq in positive territory. >> nothing stands still. not technology, not the market and not franklin templeton. we've been a firm in motion for over 75 years, always innovating. today we are a leader in public and private markets, digital assets and custom tax management, empowering advisors with solutions to build the portfolios of the future today. franklin templeton, your trusted partner for what's ahead. >> meat. >> avocados, best selling green mattress. made with certified organic cotton, wool and latex, plus ergonomic coils to support your body's natural curves for cool and restorative sleep. featuring a one year in-home sleep trial, complete your bed with organic pillows and bedding. shop today at. avocado mattress.com. proud supporter of 1% for the planet. >> yo

. >> an exclusive interview with ceo of palantir, alex karp, his outlook for the global ai race, thef that with palantir shares at a new all time high, up 400% in the last year. >> ceo of hpe is with us, a first on cnbc interview with his response to that doj lawsuit aiming to block its $14 billion acquisition of juniper, the first

the notion of what alex karp is book, which is coming out shortly on the technological republic, thatn deere? how long will it be bad? and then when it's good, it's going to get a technology multiple. so that's why the stock. >> analogy replaces workers and so. >> well they don't want to replace workers. they can't find workers. right. so but that's the point is that we will have immigration and you'll have immigration done the right way. okay. and then you watch who's coming in at your borders tariffs i'm you know, let's see what happens. i love to negotiate okay. the notion of getting rid of fentanyl that kills a lot of people. and making guards at that in both canada and the united states. why not start that way? but the notion of reshoring and locating business businesses in the united states, we learned a lot in the last five years in terms of transportation costs, the timing of it, the old japanese theory of kenzan or whatever that's called of just in time manufacturing. we just want to have just in time and the right place in the inventory at the right cost. so cost is taking a