we're looking for about 8% growth in macau for 2025.t compares to, you know, us markets that are going to be somewhere between flat and 2%. and really, macau is probably the one that can dial up the most. >> what we have seen is the stock prices for the macau facing casinos hovering about the same levels that they were around the pandemic. they just have not bounced since then. i want to move to the sports books, because the other thing that you heard on the draftkings call was a question about events, contracts. we got some really interesting information from fauci talking about the massive increase that it saw in action during the game. if cal xi and crypto.com going through, the cftc can offer what is essentially sports betting, but do it without paying the sort of extravagant billions that we've seen from the sportsbooks in terms of lobbying, licensing, legalization, making sure that regulations are up to date, state taxes which are going up if they can do all of that, how big of a competitive juggernaut are these events? contracts

there's a growth story. >> yeah focused on macau though.disproportionate amount of revenues over the last. call it ten years or so. and obviously vegas and some of the other areas in the us are going to be big growth areas if they can ever get it going. i think the macau issue is really speaks more to the chinese consumer. right. and so we've just seen obviously some of these names like didi and alibaba. maybe that has more to do with their cloud business and what they're doing with apple. but i think wynn and the rally here could keep on going the way that baba has. if we got some sense that there's going to be more stimulus for the us for the chinese consumer. so wind seems like a pretty decent one to play right here. >> all right. so that stock is up. meanwhile check out shares of hims and hers, that health company that recently red hot health company. its stock is down right now 3.5% after a downgrade from morgan stanley. analysts are cutting the stock to an equal weight or neutral, but upping their target price to 60 bucks to kind of c

when is, to me, still a macau story. therefore i think we're, you know, certainly like las vegas sands, i think that's the number that we really want to see headline change on. and i still think you're going to get it. i think people that that are spending time in macau, all the checks i have, my sense is macau is heating up and it's heating up well. and it doesn't have to be china macro that does it. so that's the story. >> i'm surprised win is not significantly higher. i mean we're getting down to levels we saw in august of last year. valuation is compelling. this was a good quarter. so i think you buy wynn on to the extent that there is any weakness. and on an aside tim would be an amazing formula one driver. >> like he's got. >> so you think. >> he's. >> got the looks helmet would ruin his hair. >> but then he. >> was wearing. >> a helmet. >> off and. >> wearing a. >> helmet. >> as it is right now. >> so i mean. >> i just think. >> thank you guy i appreciate that. very nice. would you back my team? would you be like

and the macau outlook.llion in revenue for the quarter. $1. 22 in adjusted earnings per share. we got a peek into vegas and macau with mgm's earnings report yesterday. its shares today on pace for the best day since april 6th, 2020. there was a lot to like. look at that up 17.5% in las vegas. mgm saw its strong month for convention bookings 43% higher, they said, than previous record month. well, of course that would benefit wynn and it would benefit caesars. caesars also on the move today up 9%. so we'll be looking for more detail on what this scenario is like in macau and in las vegas. >> all right. you let us know when those numbers hit contessa. thank you. that's contessa brewer. mike, i turn back to you. 6,118.71. that's where we need to get to for a new closing high. yeah. points away, very close. and a lot of these mega-cap techs like nvidia is up 3% today. how about this? meta run is just remarkable. >> it's helping. >> on the 19 in a row. if it closes green today. >> yeah it's. >> actually it's alm

the macau casinos look like a good deal.as sands comes in at 16.8, meaning on a forward price to earnings basis, you get the most bang for your buck investing here. mgm 17 wynn and melco 19. the other stocks are higher flutter, caesars, draftkings. they've all seen runs up recently. and so, you know maybe are not the best value in terms of being on sale. >> flutter is fanduel. that's right fanduel. >> and fanduel is the market share leader in the united states and fueling most of flutter's growth. but flutter still seeing growth internationally. and they have that international. >> ultimately is it going to be the sports betting that that fuels these stocks or is it or is it going to be casino gaming? >> i'm glad you. >> on your handheld. >> guess what? the eye gaming is estimated to be seven times bigger than sports betting. and on the draftkings call today, jason robbins said it's all but inevitable that legalization will expand because states are lookingore. tax revenue, of course. and illegal gambling is popping up and t

sees a few positive catalysts including development in the united arab emirates and a recovery in macaue rising on reports of a deal to provide ai service for elon musk's x ai which unveiled their latest, late last night, the announcement was dell getting a boost from a successful debut. so grok 3, i'm fascinated. stuart: desperately trying to understand it. we've heard of trump derangement syndrome but what about doge derangement. >> are you steube -- like trump derangement syndrome. you don't realize how real this is until you can't reason with people. stuart: elon musk opening up about backlash from democrats saving taxpayer money, upsets them. a lot more on that. transportation secretary sean duffy, just slammed buttigieg for mismanaging the agency. we bring you his charged explanation. the meeting we waited three years to see. the us in peace talks with russia over ukraine. we will tell you what a deal could look like next. where ya headed? susan: where am i headed? am i just gonna take what the markets gives me? no. i can do some research. ya know, that's backed by j.p. morgan's l

and profits dropped in the quarter from a year earlier but were offset by record performance at its macau-basedish about growth in 2025. we should look at other casino stocks, they sometimes get a bump and, sure enough, caesar's entertainment up 8%. wynn up about 2%. las vegas sands up half a percent. >>> unilever is melting like ice cream on a hot summer if day. on pace for its largest percentage decrease since january of 2022 after a full-year earnings underwhelmed investors. stock is down 5.25% to $56. the owner of brands that include mel ifman -- hellman mayonnaise say it expects a slow market year. unilever plans to pin if off ben & jerry's and the rest of its ice cream business as a stand-alone company. and they have chosen amsterdam stock exchange over london and new york for its primary listing. now, as a. unilever picks am aster dam for its ice cream spin-off, salepoint has choseen the nasdaq to reintroduce itself to the public markets. we have the founder and ceo's first interview since the stock tarted trading this afternoon. "the claman countdown" is coming right back as the dow bea

macau definitely came back 25% year over year.ent there in terms of earnings china revenue 4% rise. digital revenue grew 15%. they said that mgm is going to be profitable in 2025. and some commentary on the general business here that we can share with you from the from the ceo. we're encouraged by the strong demand we are seeing in the business so far in 2025, which positions us well for continued growth. in fact, december was our highest convention booking month on record, and in january we saw revenue growth in our las vegas strip resorts and regional operations, as well as strong future bookings, so that bullishness is helping propel mgm to the top of the market. >> yeah. >> i did want to mention deer. we didn't really hit that. it's down about 5% on results. this has been one of those oh no. oh yeah. it is down i think about 5%. i thought it was the mgm quote right there where essentially last quarter there was a lot of talk of this is the trough we're going to actually see demand pick up. the guidance was a little soft for th

the casino companies which have a significant percent of the revenue coming from macau.s that absolutely want to see the situations resolved. regardless of the level of negotiation, they are still dependent on chinese manufacturing or consumers. that puts them in an extremely vulnerable situation. it is a complex story. there are companies that will be winners and all of this and companies that are not going to win because they made bets on china's outward decades ago -- bets on china that were decades ago that are difficult to an rubble. jonathan: sucharita kodali, thank you very much. howard lutnick sat in his chair to the left of me several month ago as the commerce secretary designate. will there be carveouts? he said there will be no carveouts. since then donald trump has won election. i will love his thoughts on that now. lisa: there have not been carveout. it is very early in the process. that might be a different one down the pike. jonathan: matt cook will dial 1 202580 -- 1-800-whitehouse. yahaira: el salvador promised to accept convicted criminals of any nation

china, record year for them on the macau. i love this story. stock was up 700% last year.within advertising. you advertise directly to customers come you need a smart app to target tv advertising. this company is delivering. add sales are up 73% year on year, and it is looking pretty rosy for them on forward guidance. jonathan: that stock is flying in the premarket up by 27% in early trade. president donald trump announcing today is the big one. he posted to truth social, reciprocal tariffs are coming after promising action sometime this week.the president is expected to sign executive orders at 1:00 p.m. eastern annmarie: you can almost immediately expect concessions from one of the countries that will be talked about when it comes to reciprocal tariffs, india with prime minister modi is set to visit the white house today. minister from india, the energy minister, qatar, have offered more lng. they have been making concessions leading up to this moment, and i'm sure today they will come lisa: with more gifts. is the goal to reduce tariffs across the board or increase tari

the company's macau casinos they had strong performance beating estimates. lunar new year was a tailwind. revenue and profit in las vegas and boston also beat estimates. wynn also added its acquisition of a casino in the mayfair section of london. the very tony mayfair section that birdie told me kelly used to hang out in back in her worldwide exchange days. that acquisition will close in the second half of 2025. it's a move they believe will drive traffic to a new wind property that's opening up in the uae. up in coming up in 2027, shares of wynn up about 2%. but you can see week to date a lot of volatility here. shares actually down almost 5%. one more earnings mover. that's roku also moving double digits higher after a beat on revenue. ebitda more than doubling estimates. shares of roku up about 15.5%. huge spike when it comes right here. year to date that stock's up about 35%. so the platform segment that makes up about 85% of revenue. that had strong ads and distribution in the quarter, according to executives. they got it for 15% growth in the platform