i'm kelly evans. day one brings six presidential actions ranging from immigration to energy and ai, but it was the shift in tone on tariffs that the market was welcoming today and we'll have the latest and what can happen next. >> bradley tusk says trump repealing biden's orders on ai doesn't matter. the venture capitalist and political consultant will be here to tell us why and why trump halting the tiktok ban for now could give china more time to train. and the shock waves that trump's national energy emergency is sending through the alps. wti down 2% and let's get to dom chu with a look at the rest of the markets. ty! and green for all three of the major indices and the dow industrials up 3.5% and and the s&p 500 is up about 50 points. this does represent session highs right now up nearly one full percent. at the highs, that's where we are right now up ten points at the lows, so it's been generally positive. 6,045, the trade there. the tech-heavy side is the laggard so far today. the composite inde

kelly evans goes out at a restaurant she can't even have dinner with her 17 kids because guess what happens, everyone just wants to -- kelly. where is nvidia going? it's the taxidriver thesis and that is what worries me. everybody is talking about the same five stocks over and over. >> the only pushback i have is i'm not sure nvidia is the one. maybe your reactions to minor or nonexistent but i'm not sure it's the one people care the most about. i think broad, is an interesting turning point. >> the new nvidia, brought a calm? >> it doesn't have to be those chips. >> that's totally fair but i think that's too nuanced. if we are talking about the taxidriver, the catchall, doesn't really care whether it's nvidia or broadcom, it's chips, it's gpu's, it's the story. you play that through nvidia, broadcom, is largely irrelevant. that is what is driving some of the other elements i mentioned. >> do you care that apple is down 3% and what do you can make of the fact that this company which -- was the best match had some of the most superlative stats in the market. >> listen, apple is a powerhouse.

i kelly evans. the supreme court says tiktok must divest to comply with u.s. by monday but president biden says he is not going to enforce that. so what happens tuesday when president trump takes office. we will lay out the three most likely scenarios and the impact it will have on the affected stocks. >>> today, yields are dropping, the magnificent seven is leading the way again. are tech watchers say there are bargains in that trade right now and he will tell us where. >>> speaking of the inauguration, snoop dogg is expected to headline, is that why it is 104,000 because of the crypto ball? there are more crypto policy announcements and one of our guests say the stage is set for going to double to 200 k this year. >>> let's start with the numbers. >> crypto is even higher now, we will get to those details in a moment, kelly. for right now, we are seeing a nice move higher in the markets overall, session highs at this point. the broader s&p 500 has reclaimed the 6k mark, up 71 points, about 1/4% gain there. a lot of eyes, 59 68, the medium-term trendline. we

i'm brian sullivan along with kelly evans.tocks a little bit higher this afternoon, but a bunch of billing tech down again. is it all high? is it all because of borrowing costs? >> good question. 4.8 on the ten-year, we are watching the bond yields after this inflation report. we were 0.2 on the headline, alf as much as expected. core flat. cpi comes out tomorrow. >> all of this may cost you, the taxpayer, more money as debt and deficits keep going up. the higher borrowing costs could take a bite out of everyone. >> absolutely. fair point. also, following this trickle becoming more of what is the next step after a trickle, a flow? united rentals buying h and e equipment services for nearly $5 billion. >> stream. >> you are welcome. >> it's up 105% to the today. breaking news out of the federal reserve. steve liesman, what's the story? >> we have the minutes of the discount rate meetings with the federal reserve. what we learned, kelly, was that only eight of the 12 banks leading into that december meeting requested a cut in th

i'm kelly evans. here's what's ahead. the first big data point for 2025, it's a strong one.eekly jobless claims hitting a multi-month low. that has rates moving up. and our guest says it's keeping the economic expansion on track. so why then does he still expect four rate cuts this week. we'll ask. >>> elon musk says don't just buy cars they sell. stock down 7% in first-ever drop in annual deliveries. rival byd deliveries were great. we'll debate it. >>> this name may be unloved. it has lots of catalysts. there's a couple clues in there. tweet me if you think you know it. we'll get to it later on. >>> today's markets started off strong, are looking weak this afternoon. a lot of people are worrying about the tone this could set for the year. >> santa claus rally is nop existent. santa claus fade. first two trading days of the new year make up the bottom end of that santa claus rally. it's not looking very good right now. any way, as kelly points out, we were green to start the day and actually decently and given back the gains and are now in negative territory for all three m

. >> thank you very much, courtney, welcome to the exchange, i'm kelly evans, the vote to elect the new house speaker is currently underway, if it fails, that will have big consequences for capitol hill, for business and for he economy, we will bring you the very latest as we get them and these potential impacts. despite the d.c. drama, where we see the biggest opportunities in the new year, but are the charts telling a different story? our technician brings three of them that are making him wary, this is one of them, it is a mystery chart for the day, what he's watching and how he is trading it. before that, finally a break in this losing streak. >> yes, a five day losing streak for the nasdaq, and to that point, we look poised to snap, and we still have a few hours to go but still, let's start with the broader s&p 500 which is urrently up 60 points or one full percent, that is near the session high which is at 64 points to the upside, still an update overall, the level a lot of traders are watching right now for at least the short term is 5944 and the s&p, that represents that 50 day

. >> i'm kelly evans. >> here's what's coming up. if you thought nvidia shares might be overreacting. >> to. >> the deep tech. >> news this morning, well, they're. >> still sinking down. >> 16%. now after the chinese. >> ai app has been the talk of the weekend. >> vc bradley. >> tusk says deep tech is. >> so much cheaper, it will be hard. >> to tell the. >> startups not to use it. he joins. network almost down 17% now. he joins us ahead. >> to explain. >> and there's also another layer to the story now with deep. >> sea getting. >> hacked today. >> cyber stocks are. >> rising on that development. our expert is back to talk about what. happened and how the u.s. >> actually helped. >> the deep sea get so good so quickly. meantime, some good news on the housing front. new home sales, better than expected rents are coming down that matters to cpi and pce and to the fed. could we actually get a rate cut this wednesday? odds are small, but we'll ask will debate. before all that, let's get over to dom chu with the very latest on this sellof

i'm kelly evans. here's what's ahead, stocks are weaker today. our guest said there's a different crisis, the market is underpricing. . the news from president trump he'll be creating an external federal revenue service, the s&p is up.5% since the election. plus, tiktok denying a report it's weighing a report to elon musk. the most likely path forward. >>> the sectors, strategist coming out top this earnings season. dom chu has the very latest. >> that's right, kelly a very symmetrical market. especially for the s&p 500 on a broader large-cap basis. at 5824, down 11 points, now at the highest of the session we were up roughly 35 points and down 31 points at the low, so, again, fairly symmetrical. we're tilting to the negative side today. 5824 is the level you want to watch, that 100-day more medium to longer term average price for the s&p 500, on a rolling basis. the dow industrials, just about flat on the session right now the nasdaq composite, the tech-led selloff might be a little bit steam the mid-day. 80-point decline there. as for some of t

she is kelly evans, and we are drilling down on the president's executive orders. what do they mean for energy and your money? well, here's a hint. trump thinks you may not want to buy an ocean going wind mill or electric car. plus, the big money mystery around the trump coin. who made, who lost millions, and what does it mean for crypto in general? and, we are soon to find out about another round of "squid games" and whether or not, kelly, it is going to help that company, netflix right there. >> yes, we'll find out after the bell. but let's get a check on markets, which are higher across the board. this morning, we were up half a percent, it's now a percent for the dow. about three quarters of a percent for the nasdaq. the reason for that is that apple's down more than 4% today, hit with a couple of downgrades. the stock is down 11% this year. the big move in apple is shaking up the market cap standings, putting nvidia back in front. you can see the numbers here. apple about 3.3, nvidia about 3.5. industrials are boosting the dow, which makes sense. 3m is up 5% t

alongside justine kelly evans, i am brian sullivan and we are watching the latest out of washington as congress tries -- tries to pick a new speaker of the house. unless we seek a different path than we do now, it'll not be enough to save the santa claus rally. the upside? the s&p 500 is likely to break a five day losing streak. >> looks like a failed first round. we will have more on that. >>> two of the best sectors, energy and utilities. take a look at the second best stock in s&p last year. it's up 7% today. it has quadrupled, up 16% year to date and it's only the second trading day of the year. >> i have been here two days and we have done more -- >> energy! almost like we planned it. >> and this, something you will not get anywhere else, even anywhere else on this fine network, the winner of our best city for the stock market competition. this year the winner is -- well, it's surprising. we called it a deep tease for reason. knit tara? >> oh, no. >> the two best performing stocks over the past year based in this city. >> if this is the same natera i am thinking of, call me. we've

you can see how much it tanked which is exactly what kelly evans was talking about, the two in the middle the data started to turn around right after that cut but this is where fed speak could have kept up with that. okay, yes, we see the stock market taking off. we see the date is getting better but we have been hearing the same thing from them since september. you know, maybe a few more rate cuts are warranted. >> the 50, which i opposed at the time, was a mistake. quarter, quarter, quarter. >> you said would you rather have the jobs or the rates? if the rates were locked in you would rather have the jobs but a lot of people were hoping mortgage rates would come -- they don't care hat the fed's fund rate is! they want to buy a home, so they care about the mortgage rate, i think. no one sits around the table saying -- well, maybe we do. >> the realtors at the time to talk to us and say the fed just cut rates so mortgage rates are coming down but it was the exact opposite. >> right! driving the fed cut and all that has happened is the market has rebelled and i'm just -- in my little pea b

alongside kelly evans, i'm brian sullivan. it's higher today, but is apple still worth your money?e're going to look at the good and not so good on one of the world's most owned stocks. plus the supreme court saying a tiktok ban can go forward, but will tiktok get a presidential pardon of its own, or will the app really go away? plus, would you pay $100,000 for a jeep? how about $90,000 for a chevy tahoe or an infiniti? we're going to look at insane new car pricings coming up. >>> let's take a quick look at stocks, which are steadily marching higher with the nasdaq up 1.7%, a strong end to a good week. 2.5% gain since earlier this week starting with inflation numbers. the ten-year yield this week going from 4.8 to 4.6% and holding there and nicely treading water for us right now. >>> let's start with apple. no doubt one of the world's most mportant companies, maybe the most important company in the world. it's also one of the most important stocks. apple is higher right now, but it's been a lousy start to the year with apple losing about $300 billion in market value just this year.

i'm kelly evans. here's what's ahead, elon musk, the trump-backed a.i. initiative one of our gegss could answer the most important question in a. icht trade, certainly levitating today. how much of a catalyst it will continue to be for the chip stocks. jamie dimon is saying that a strong dollar isn't bad. stay small to avoid it altogether. if you're looking for opportunities outside of the u.s. there are three international markets set to skrout perform under trump 2.0 we can only guess one of them. here's another one. it's not as obvious if you think you know it tweet me and we'll reveal it ahead. >>> dom chu brings us the afternoon news. >> the lede, the stock market overall, at least for one key index the broader large cap s&p 500, which currently sits at 6,094, up 45 points, we do have a new highwater mark, it was 6,099 back on december 6th. it's one point higher at 6100. that's your new record level. 6,094, up 45 points, near session highs. about 27 at the lows. again, new record highs here, the dow industrials a couple percent away from their own r

brian sullivan and kelly evans from inglewood cliffs.e people who have taken the covid vaccine and 9% saying they're definitely going to get it. how do we reinvigorate, for lack of a better term, confidence in vaccines generally because we're seeing some of the covid vaccine concerns spill over now into other vaccines. how do we regain people's confidence in vaccines generally when, let's be honest, a lot of people, no people that had covid got a vaccine and either still got success or ick or got injur? >> you're right. the fact that we had low vaccination rates in the u.s. will contribute to have probably a little bit more covid and severe symptoms as the population immunity are weighing. >> i don't think that people are not getting right now, we have a reduction in the vaccination rates because they have concerns with the covid vaccine. there is a covid population, and they never got vast majority and they don't feel compelleded to do it because they don't have the need and think, we have controlled covid so owe owe star, we had an eve

i'm kelly evans. here's what's ahead. markets are reeling from the earnings. yields are rising, stocks are sinking and the broader market has eerate raced election gains. that's different between the past three times, between election and inauguration day. don't expect to start yelding lower. good news is, he thinks it might not be so far off. plus we'll look at the markets and other things going on. days after an illegal sports block was moved. disney, fox and warner brothers are pulling the plug. the question is why? what's next? and what does it mean for the broader landscape, which continues to shift rapidly. >> and the quest for greenland. why trump wants it and whethers his attempt to a82ir it. let's start with today's sell- off. and dom has more for us. >> it is a sell-off. and that bear means, we are kind of near recession lows now. if you look across the major indices. we have dow down 641 points. 1.5% decline. for the broader-based s&p 500, current level is 5831, which is down 86 points. again, 1 1/2% decline there. even at the highs of the session,

welcome to the exchange but i'm kelly evans.ere's what her head. >>> devastating wildfires and we will speak with two people directly impacted. one mitigates risk for a living and he's now living that story. he doesn't know whether his home is still standing. plus, a former l.a. candidate and real estate developer whose own kids have now lost their homes. it's a fast developing story and we will bring you the latest. >>> elsewhere, decades away from useful computers or nvidia ceo undercutting the stocks by undercutting and i mean they are down 40%. we will talk to one ceo affected today who says that jensen's timeline is dead wrong. he joins us ahead to make his case. >>> rates keep rising. tenure heating 4.3% earlier. it was just over five and we will look at why this is happening now and what the ripple effects are everything from the markets to even mortgages and housing. >>> let's get over to the market numbers. stocks aren't as bad as i might have thought. >> they are not. rising rates and maybe general sentiment that is a

joins kelly evans power lunch weekdays two eastern cnbc. >> welcome to cnbc's crypto world. >> cnbc'sly digital show has trading updates, the latest headlines, a global perspective and high profile interviews. scan dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powering five years of savings. powering possibilities. comcast business. 165 per month. get started today at forhours. com. >> investing in oil and gas has always required a certain level of >>> investing in oil and gas has required tolerance for volatility, even in the best of times. with president trump in office, i'm expecting it a lot less calm. as the market grapples with executive orders and discussions about tariffs, we have to consult an expert. that's why we are chucking che

giving investors a first glimpse at his approach to everything from tariffs to the deficit i am kelly evans and welcome to the exchange the biggest headline , when asked about the tax cuts, he said failure to extend them would cause the economy to come to a sudden stop. there were a lot about the key moments featuring tariffs and we have those highlight from megan vanselow. >> reporter: tax cuts dominated by from the start and he said not extending those 2017 tax cuts would bring economic calamity, and board primarily by working americans and the middle-class he sent paul wall street has done well the past couple of years, mainstreet has suffered and extending the tax cuts would be a way of reversing those fortunes. he was asked about tariffs and here is one exchange. >> they are going to be paid for by our workers and small businesses all through the campaign, we heard foreign countries will pay it but i think that is baloney, it will be paid for by workers and small businesses. your response? >> senator, i would respectfully disagree. >> he went on to say that, under the trump administrat

. >> you inadvertently hit on kelly evans' favorite story until apple. you love the deal flow.re not getting the huge $50 billion deals, but like yesterday, there was another bid for a roofing company. every day, we're getting multi-billion dollar deals. >> not just that. maybe that unlocks or acts as a thawing type process for other bigger deals that happen down the line. sometimes it just takes more deal flow, small and mid-cap size. >> who wears it best, kelly? >> full pants and everything else. >> everything. everybody is crazy about a sharp-dressed man. there's a poet philosophy, billy gibbons. >> i can see the zz top paraphernalia. >> gentlemen, thanks. >>> the tiktok trickle down. days away from shutdown unless the supreme court intervenes. the app transformed industries and lives, especially in retail. small businesses have gone from handful of customers to millions in sales. we'll hear from one such business owner next. ! it's your #1 broker with the best full-service wealth management skills in the biz. tech asst: actually i'm seeing something from schwab. (uh-oh) pro

i am kelly evans and here is what the head. inflation cooling, yields strong, thanks strong, stocks are rallying, but is today's action a preview of what is to come for the rest of the year, or a last hurrah before terrace take center stage? we will debate. >>> after months of radio silence, activity is picking up, we got another one today, goldman has listed who might be next and we are looking at with the labor market followed might be. >>> the great migration away from tiktok. we will speak with one creator on how she is preparing for a possible shutdown and where she will go if that happens. a lot of money at stake, here. >>> don chu, first with the latest on this rally. >> well, kelly, a lot of money being made in this market right now because we have seen a solidly upside pricier for the markets overall. we will start with a broader s&p 500 for the larger cap side of things was currently sits at 5931, a 1 1/2 point gain, so very strong on the heels of that inflation data this morning, and better than expected earnings res

i'm kelly evans. here's what's ahead.resident-elect trump calls that "washington post" report that he's pearing back tariffs the universal tariffs, maybe just on select goods. the president just now calling that fake news. what happens on that front we remain to see, but our market guest agree it will matter, stocks, bonds and currency markets and they are here with their play books. >>> more consolidation in the media space and it could have big implications on sports. disney's surprising deal with fubu tv shares tripled 4.534. what it means for the stocks, advertisers and consumers. >>> partnerships with musk's starlink to serving shake shack, airlines are finding new ways to make air travel good again. this name getting extra love from the street today. one of the analysts who just upgraded the stock says it's mismodelled. and how much runway she sees ahead. runway, get it. >>> today's markets, though. dom chu has those numbers. >> kelly, we reclaimed that 6,000 mark for the broader s&p 500. that's important. the last

. >> the day's top stories driving wall street brian sullivan joins kelly evans power lunch weekdays,andrew ross sorkin and sara eisen sit down with world business leaders on the geopolitical outlook and key global economic issues. the ultimate power summit special reports all day cnbc experience the power of cnbc pro. track your portfolio from every angle on one optimized platform. become a smarter investor with the power of cnbc pro. go to cnbc.com slash. get pro now. >>> welcome back to "worldwide exchange." one more check on u.s. stock futures in the green across the board taking a look the dow up about 75 points right now, up fractionally, the s&p up 27 points, under a half a percent, the nasdaq the best performer up 182 points over three quarters of 1%. let's bring in drew petit. good to see you. >> good morning, frank. >> so i just want to get your take on the first day of trading under the new administration. what were your thoughts and the fact we saw industrials lead? >> look, i think we were still pricing in a lot of the good news here, especially on the trump policy front,

exchange i'm kelly evans. and another record high today. >> for the. >> s&p 500. >> we'll have more on that. >> in. >> a moment as we hurtle into. >> five of. >> the mag. >> seven reporting. >> next week. our guest. >> is worried about one risk. >> to this. >> overall rally, not. >> those earnings. she'll tell us what it is and how. she's positioning. and trump wants the fed to lower rates. >> our economist, who's usually been hawkish, thinks he may. >> actually get his wish. >> he still sees three cuts this year and he makes his case ahead. >> and another. >> big upgrade for netflix. bernstein admits they're late to the party. >> but says. >> you can be, too. the catalyst. and the questions the company. needs to. >> answer to. >> sustain its incredible growth. it's taking up 1% breather today. tom, over to you for the markets. >> all right. >> so let's start off with that record high that you point out it's in the broader s&p 500. and right now that s&p is at 6106. but as kelly points out earlier in the sessi

. >> welcome to power lunch alongside kelly evans. you're going to see in just a second here i'm dominic chu. we've got a major tech sell off today nvidia getting crushed. china's deep sea says its large language model was developed cheaply and quickly. so maybe companies don't need to spend quite as much money on some of those nvidia chips. maybe marc andreessen calling this ai's kind of sputnik moment, the beginning of the ai race between china and the us. we're going to talk about the dangers. if the us does fall behind this race against china. and as part of the unwinding of that ai trade today, investors are pulling the plug, so to speak, on energy names. some of the last year's biggest winners are now taking a massive move lower on all that nuclear power generation kelly. >> to the tune of 20% or so. tom, thanks. let's look at the broader markets. the dow is actually falling into positive territory, up a third of 1%, but the s&p is down nearly 2%. and the nasdaq is tanking by 3.5% today. let's look at where nvidia worst day sinc

. >> top stories driving wall street brian sullivan joins kelly evans power lunch weekdays two eastern>> want to apply to be on cnbc's disruptor 50 list? is your startup disrupting the status quo? scan this code or go to cnbc.com. slash disruptors to apply before february 10th. >> welcome back to worldwide exchange. we have a market flash for you on novo nordisk. you can see right here shares are surging up just about 9.5% on word of a successful clinical trial for a new glp one drug. again the weight loss drug area taking taking a look at the stock right now, as we just said, up about 9.5% after that successful trial. all right. as we close in on the 6 a.m. hour, a few big stories that we're following this morning looking at shares of texas instruments. they're under pressure after signaling ongoing challenges in its auto and industrials markets, which account for about 70% of revenue. the ceo saying they've they've yet to see a bottom also warning of gross profit margin decreases in the months ahead. shares down nearly 5%. other chip makers also falling in sympathy. texas instruments

brian sullivan joins kelly evans power lunch weekdays at two eastern cnbc. >> welcome back to worldwidehange as we close in on the 6 a.m. hour. here's a check of a few big stories for this morning. shares of ea electronic arts are plunging after the video game maker cut its outlook. ea, citing stumbles by key games during the holiday period. also seeing shares of take-two and other video game maker falling in sympathy. right now, shares of ea, they're down just about 14.5%. president trump downplaying the potential threat of china using tiktok to spy on americans. trump speaking on the matter on fox news last night. >> those that say they know say it's a spying app for the communist chinese. >> so. >> but you can say that about everything made in china. >> look, we have. >> our telephones. >> made in china for the most part. we have so many. things made in china. >> so why. >> don't they. >> mention that? >> you know. >> the interesting. >> thing with. >> tiktok, though, is you're dealing. >> with a lot of young people. >> so they. >> love it. is it that important for china to be spy, t

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. >> she is kelly evans. it is a huge. >> news day with a hat trick of headlines, hitting. >> from the world economic forum and one president, donald j. trump. >> he took on the fed saying he wants lower rates and saudi arabia, he wants lower oil prices. he took on brian moynihan, saying banks don't lend to conservatives and government spending, which he says skyrocketed too much in the past four years. well, let's start with the president's comments on rates. didn't name the fed directly, but says he'll use pressure to bring rates down. >> i'll demand that interest rates drop immediately, and likewise, they should be dropping all over the world. interest rates should follow us all over the progress that you're seeing is happening because of our historic victory in a recent presidential election. >> james pethokoukis is an economic policy analyst at the american enterprise institute. he's here with us for a little while, cnbc contributor and is one. julia coronado is president and founder of macropolicy persp

. >> she is kelly evans.. >> from the world economic forum and one president, donald j. trump. >> he took on the fed saying he wants lower rates and saudi arabia, he wants lower oil prices. he took on brian moynihan, saying banks don't lend to conservatives and government spending, which he says skyrocketed too much in the past four years. well, let's start with the president's comments on rates. didn't name the fed directly, but says he'll use pressure to bring rates down. >> i'llem

trusted partner for what's ahead brian sullivan joins kelly evans power lunch, weekdays two eastern,ing molecular biology. >> going to grad school. >> i started investing a little. >> money. >> for my. >> dad and i got bitten by the bug. i was a stockbroker. and it's. >> fun. >> but we all wished we could just follow the markets and talk. my ambition was to be able to pay my bills and not have to constantly be selling. in today's world, i would urge a lot of people to get. financially savvy. squawk box and cnbc. it is my home. it's the greatest job in the world. >> welcome back everybody. johnson and johnson reporting earnings and revenue that >>> welcome back. johnson & johnson are reporting earnings and revenue that beat analyst expectations. the stock is off by 0.3%. this is johnson & johnson's executive vice president, joseph wolk. let's talk about what happened. for the quarter, you beat expectations on the top and the bottom line. you gave guidance on what to expect in 2025. where do you want to start? >> it is a pleasure to be here with you today. 2024, fourth quarter was a so

. >> brian sullivan joins kelly evans power lunch weekdays, two eastern.trump presidency begins. >> what do you think we can expect from this second trump administration? >> i think radical change. >> i think. >> tiktok will be. >> allowed to. >> continue in this. >> country, but. >> there will be a shift in ownership. >> the main. >> thing is not just cutting costs, but getting rid of all the regulations. >> i will, very. >> simply put america first. >> the trump impact on business and the economy for the first 100 days and beyond. cnbc. >> president trump, beginning his second term with a number of executive actions, from trade and immigration to the hiring of federal workers. joining us right now is marc caputo. he is axios trump white house reporter. and, marc, a number of items doesn't really do it. we are less than 72 hours into this president's term and they came ready to go. there were 100 actions and orders that were issued, i think, in the first day, many more since then. this is a huge storm to cover. what's your takeaway from what you've seen s

evan, you want to go first? zp well, first i have to say my mvp is the pocketful of cough drops that yours truly had at the ready. excellent, excellent work there. kellyt i honestly got to say i think it's mike johnson. i mean, when i was talking to your producers yesterday, i was talking to eric yesterday and we were talking about what today was going to be like. and i like everybody else said this is going to bea long day. there's going to be multiple rounds, everybody was buckle up. >> kevin mccarthy deja vu. >> everybody thought this. my colleagues running all around capitol hill quoting people saying the same thing, republicans saying the same thing. and really like i said earlier, you know, it was a boring bit of political theater that ended up working out really well. i mean mike johnson looks like speaker of the house today. i don't know how long that lasts, but, like, that was pretty good for him. >> okay, it's entirely fair to say love him or hate him, mike johnson in his realm, he won the week. >> he did the thing. >> he did the thing. all right, who's yours? >> look for the season it's my hometown hero josh allen. >> obviously, of course.