, right, well david, i mean just moving on then, i mean, what do you know about this character larry ellison cuz he's pretty close isn't he to both netanyahu and to elon musk? yes and we've talked about ellison before and his company oracle which i'll mentioned again in a minute but of course i mean just it's worth remarking isn't it on the fact that he just had to hand billion dollars lying about that he could offer to mosk lend to him so you could buy twitter and turn it into x and elson is as the film shows extremely close to me. on the board an article as a tech firm, one of the biggest uh tech firms has been involved in multi million dollar and pound contracts in for example in the uk with the ministry of defense, so much of the cloud computing support for the ministry of defense in the uk is provided by oracle, a company which has through ellison and through senior staff at oracle directly links to israely intelligence, so we we have a real issue. here again with those kinds of links and with this mate being with larry ellison, but at the same time of course it musk remains the contrad

musk borrowed $1 billion dollars to buy twitter from larry ellison, one of the biggest known financiers of the israeli military. because of their close relationship, ellison extended an offer to israeli prime minister. benjamin netanyahu to become a director of his software business oracle and even was due to be a witness for netanyahu at his delayed corruption trial. additionally, authentics, an israeli company founded by former israeli intelligence officials is working with musk on his x platform. the new id verification process, which ask users to provide legitimate id documents and selfies is administered by authentics. it is a project of the dutch security company, icts international, which was established by former shinbet operatives. musque and his starling satellites were also implicated in the fail regime change campaign against iran. when us secretary of state anthony blinken mentioned the necessity of the us government supporting iranian protesters. musk responded immediately with the words "activating starlink." musk then publicly boasted about donating quote 100 active star

wells fargo is betting that possibly larry ellison would want this primarily for the film studio since dances a long time partner of paramount. as we saw these headlines today, i thought about one of your recent reports in the future of hollywood. that would be the most interesting part to me if there was a deal, what would it say about paramount in the netflix world? >> it's been one of the primary parlor games in hollywood for the past year, what will happen to paramount? everyone believes there needs to be more consolidation in the industry as everyone makes the difficult switch from cable and satellite to the streaming era. paramount which is paramount+ and pluto on the streaming side continues to lose huge amounts of money. at some point, there is the belief that sherry redstone will have to tap out and sell to somebody. the speculation has been who is the most likely buyer. sonali: you have these reports, why would they want paramount in the first place and is there something private capital could do for them? >> there are still great assets as part of paramount global, primarily

larry ellison. i don't want anybody going out into the sun. if you do a cinch for heatstroke or heat exhaustion out here with the water, we've got, that means you're finished. so we'll work only at night or in the morning. things be a little ragged. i know, but we'll manage, all right. if we keep our heads and go on the water supplies here can figure out a way to repair the radio. i'll try, sir. we'll take a fix with the sextant. this thing just where we are. be sure you keep the navigators. quick. round up, george. okay. now, first of all, the water is going to be rationed. that is a big worry. water. and without it, nothing else mattered. as the brine came to just 27 gallons sounds a lot does about 27 gallons of water. but listen that to be split equally with all the crew except the two wounded men who would need more than the others in order to live for these others one for a man for a day that last time exactly ten days and the first 12 hours. nobody outside of the two casualties would get one single drop to drink to the planning. but and

larry ellison. i don't want anybody going out into the sun. if you do a cinch for heatstroke or heat exhaustion out here with the water, we've got, that means you're finished. so we'll work only at night or in the morning. things be a little ragged. i know, but we'll manage, all right. if we keep our heads and go on the water supplies here can figure out a way to repair the radio. i'll try, sir. we'll take a fix with the sextant. this thing just where we are. be sure you keep the navigators. quick. round up, george. okay. now, first of all, the water is going to be rationed. that is a big worry. water. and without it, nothing else mattered. as the brine came to just 27 gallons sounds a lot does about 27 gallons of water. but listen that to be split equally with all the crew except the two wounded men who would need more than the others in order to live for these others one for a man for a day that last time exactly ten days and the first 12 hours. nobody outside of the two casualties would get one single drop to drink to the planning. but and

larry ellison was upbeat. i'm concerned about the scaleability of data centers though he is hyping the eps. the estimates for the next quarter out i'm concerned. if they work the eps at 132, 135, 139 is the estimate and the guide is 127, if they can hit that, it could really generate some serious free cash flow down the road. >> bill -- >> yeah? >> -- i'm a former oracle share -- i'm a former oracle shareholder, and fundamentally i like the story. what's the risk management here? if this stock ends the week below the closing of the moving average, is that the point where you say, all right, the trade is over and maybe i'll re-enter it at some point? is there something fundamental you're using? i'm curious how you look at that. >> first, in a broader picture, i want to be rotating out of tech. i'm happy as we get to december. oracle is next. at $100, oracle is next. if we go to the fed tomorrow, a broad market move down, oracle would outpace some of the other stocks holding it better. $100 is a retracement comi

people that do not need to go to college and some of our greatest entrepreneurs bill gates and larry ellisonviduals didn't go to college. this will allow add tenured poem from the faculties and i don't require it in position at our firm and we like designations but we want to hire the person, whole person, smart, right person with a passion for the business. i'm passionate about both subjects and wrote a subject on investing for women and they make better investors than men and we're not being encouraged to surveillance view investing and have not grown much in my industry for many decades. elizabeth: got it, nancy tengler, you're terrific. thanks for joining us. >> thank you. elizabeth: bev got more on former president trump. he's set to do a fox news town hall tonight. this is happening before the next republican debate. former president again leads biden in a new harris poll so does nikki haley and ron december and dr. marty makary and new hope with a new blood test that can detect alzheimer. will it hit the market next year? first, let's talk to dagen and sean for next hour. >> we have a

look, larry ellison came out and said demand for their data centers because of artificial intelligencer the moon. but oracle just can't get those data centers up and running fast enough. they've actually teamed up with companies like microsoft to help them out. so overall, and this is why the stock is really getting discounted, those expectations games, their revenue missed expectations, and the stock is getting punished as a result. stuart: i saw this and thought this is a huge problem for the whole electric vehicle market, big trouble for ford's electric f-150. lauren: and that's the one that is actually selling. they cut their 2024 production in half. they are now planning for average volume of around 1600 next year, average sol -- volume from 32000 to 1600 in 2024 -- 3200. that's surprising since lightning sales have increased, but if you look at the numbers sold, it's only about 20,000 of them. it's part of this canceling or postponing of the $12 billion in ev investment. it now took the iconic f-a 150 is slowing down. i mean, what gives here? stuart: we're not buying them, are we

this is a buy for me but larry ellison said on the call demand was over the moon on the data centersip with microsoft is great. i see potential in the stock and i may dip buyer because i think they get more of an a.i. boost on the road as the backlog it's a little easier. >> and let's go to zillow getting an upgrade from my wife's favorite pastimes is to zillow everything . upgrade from outperform jmp securities says citing pent-up demand shares are up more than 3% today. your trade on zillow? >> it's a cell. i don't see it. i love playing on zillow too you walk around and check out houses around you but the problem is the market is shifting. technology will change it. that $1.8 billion verdict against them that still needs to work to the courts but that will change commissions and how the industry real estate is done. 70% of the revenue comes from residential real estate and they and are are owns most of the listings. if that is taken apart, how will zillow get this data? i see a shift. and rates may come down but they're not coming down to the 3% people are locked in. unless you ha

.-- [inaudible] known him for a while, that they're interested with larry e ellison's son.s why you see a big pop in paramount. cheryl: what do you make about the shari redstone angle? >> that he wants to sell it? cheryl: that she's interested as well, doing some kind of facility where she would buy the parent company of paramount? [laughter] >> i don't think she wants to give up totally all control. the problem is that that it's -- what's the market cap, 8 billion? if i don't know, it's got to be a little higher today because the stock is up, like, 14%. but, you know, this thing should not exist alone. the only thing that's preventing it from existing alone is the biden administration's insane ftc chair, that khan, and some of the other -- lenacap, and some of the other -- lina khan, this thing should be bought, and that's how you value assets when you buy stuff, and it's really hurting the media industry that they keep stifling deals. cheryl: they have great shows, great content. i want to see paraa mount survive. i'm a yellowstone addict. >> oh. i thought you were into "

you saw with larry ellison, he loved tim scott and supported hum in every race, given his superpac $20tim scott made budgeting decisions. the campaign ended up -- i should say the superpac ended up retracting its buys leading an embarrassing cycle for the campaign. maybe tim scott wasn't going to win anyway, but you saw the risk there for relying on a donor they thought was amazing. who did that happen to? donald trump and nikki haley. until the very end of the campaign with some of the donation she's gotten didn't see much support. you saw them praising her like jamie dimon saying good things about her. you've seen ron desantis say she's bought and an establishment candidate. there is no upside in having these donors talk so much about the candidates and i think coming from 2020 and watching democrats so closely it's an advantage for them. they don't have people that expect them to deliver exactly the message that they're delivering to cnbc on "squawk box" to these candidates because they have $20 million. >> talkative donors and it gives -- it gives trump a big opening to say -- >> y

that is a quote from larry ellison. >> demand over the moon in the previous quarter. they're spending a lot of money. it's true, by the way, that amazon web services and microsoft all need it because these guys had the foresight to buy a lot of nvidia chips. as we know, nvidia is right now the be all end all. i felt terrible it. i hate making mistakes and i feel like i made a mistake. own your mistakes. you don't punt. look, we'll get the ball back. i don't believe we'll get the ball back. >> up 250 pest this week. >> a great play. that's dave cody. when you have a mea culpa, here's what you do. mea culpa. i'm not going to be like so many people who come on the air and say i'm early. i'm not early. i'm wrong. >> you might be early. >> and then i'll come back to it. i wish i didn't have to stock about it. >> oracle has been up 41% this year. not like it's been a bad stock. >> what have you done for me lately? >> okay. >> when we come back, more ev challenges in the auto industry. ford slashing their f-150 lightning production for 2024. we'll get to other news regarding

>> larry ellison, another visionary, saw this coming.ips and th's why his datacenters e being rented by everybody. it's one of the reass snowflake is doing so well. people want -- one of jensen's partners is frank slootman, who runs snowflake, ansnowflake bought a lot. didn't like the price, by the way. there's a great contretemps between jens and frank. you can go to the vide >> one pla that's not getting those high-end chips, of course, is china, and that brings me to alibaba, because iwas downgraded today by morgan stley. thisad been one ofheir top picks. now it's just an equal weight and sharesf baba are down 10%. and they point to the cloud spend not haening and in part alibaba said it's not happening because we can't get access to the highest end chips we might need and they say from aalue unlocking perspective, tha creates uncertainty. they also cite a lack of capital management catalyswithout that cloud distribution as ongoing buybacdividend is already in the price. >> the chinese need -- they need everything nvidihas, and every

he doesn't usually take vacations, but this is three or four days at larry ellison's house, and he'sas seeing at the time, natasha bassett, an australian actress. but instead of relishing the vacation, he stays up all night tweeting and texting. >> most of these "top" accounts tweet rarely and post very little content. is twitter dying? (tweet posts) >> jacoby: it was the day musk was set to join the board. agrawal texted him: >> you are free to tweet is twitter dying or anything else about twitter. but it's my responsibility to tell you that it's not helping me make twitter better in the current context. >> jacoby: musk snapped back. >> what did you get done this week? >> jacoby: less than a minute later... >> i'm not joining the board-- this is a waste of time. >> jacoby: 15 seconds after that... >> we'll make an offer to take twitter private. >> elon's impatience and impulsiveness just drove him to say, "i don't want a board seat. i want to control this." >> jacoby: musk made his offer. >> $43 billion, all cash, take it or leave it. >> he tweeted the news about an hour ago, simply

musk borrowed $1 billion dollars to buy twitter from larry ellison, one of the biggest known financiers of the... military, because of their close relationship, alison extended an offer to israeli prime minister benjamin netanyahu to become a director of his software business oracle, and even was due to be a witness for netanyahu at his.