and it, it appears that the big parts of lease work is to persuade chinese microns to go to a bethany church with joshua when i don't want them to touch on someone your muscle . so i'm showing you what time she says the church has a pastor and julia is who can help with assigned them applications for a fee, for the entities i should have finished off the car wash. so tell social 2 whole, what was your those are for drop off, so tell without doing some keys, would you also want to bump or something? you can just let me push on for one additional by itself and put your monthly bottom notion as i'm up. i'm sorry about that. 2 days later the techs are such a to charge users don't know. it's an imposing building that sits on a quiet street. inside they meet past the frank chang from the churches, chinese congregation. i sell those and it's not long before he gets down to business. i don't know a lot. the itemized association folded towards the bottom. the mileage is the katie on to help you move on. so when you say so it was a waste of a positive g. chang doesn't ask if our search here was

similar for intel and broadcom and micron here.e will talk more about the chips and what nvidia's ceo had to say with sara kunst in a moment. the bond market is holding steady. jolts later today and the monthly jobs report on friday. take a look at the benchmark. 6.2. it is 20 basis points higher than the hawkish cut in december. we want to look at the energy market. specifically oil. wti and brent breaking a winning streak. we start off with oil. oil moving in the opposite direction right now. just fractional moves. important to note wti is above 70 bucks. here on natural gas is a more than 4% pullback. over the last month, natural gas rising double digits. we look at bitcoin rising above $100,000. bitcoin trades around the clock. pulling back .50%. over the last week, bitcoin up 8.5%. >>> that is the set up. we turn back to the big money mover. nvidia. shares are higher in the pre-market after a more than 3% gain yesterday. the stock is up 11% over the last week. this after ceo jensen huang unveiled the company's latest breakthro

well as that microns are lots of sparked fists criticism into placing the speaker of george's parliament reminded the french related to look in his own gilded mirror and see how power says lost credibility. not that i intend to interfere in french domestic politics. but given that 61 percent of french people support the resignation of president macro and 50 percent want the dissolution of the national assembly. new elections may be a good way out of the political crisis. but it was just last month that the french president publish a video message for the george and people who supported the european and democratic aspirations of some georgians and then say something you or if it's not trying to destabilize its neighbors. yeah, but no because wisdom, how is with a troublesome and g o to put a huge pressure on their public of georgia students, the parliamentary elections and october folk about post election meddling. the countries being gripped by fiery protests led by your usual pro e u groups and funded by the usual suspects like george star us and his client event g o. the refuse to reco

as presidents emanuel microns criticizes the continent for not showing a proper recognition of french policies in the region. that comes as several countries declare parents should withdraw. it's for the i'm rachel ruble live in moscow. this is our t international. the melody is and gradually returning to a don best city that's been taken by russian troops. moscow says kia, have lost more than 15000 soldiers in the battle. for a rock of the russian forces have now gained full control of the strategically important logistics of our case where our guys to have is the 1st international news correspondent to exclusively report from the area. we are in the center of colorado, but the cc surprisingly is almost entirely intact. the spots back to the wage for a month here with, with the 1st press, the managed to ends up quarter. i'll cover the most dangerous pause, ease the drive to the city, across plains and fields, but the weather was a friend today. it was very foggy, almost new drones. the other remarkable thing about the garage is that a pre will population of 18000, almost a cold list.

well, as microns remarks have sparked fears, criticism in to police say, but the speaker of george's parliament reminded the french leader to look in his own gilded mirror and see how pirates has lost credibility these days. not that i intend to interfere in french domestic politics. but given that 61 percent of french people support the resignation of president macro and 50 percent want the dissolution of the national assembly. new elections may be a good way out of the political crisis. so it was what just last month for the french president published a video, a message to the people of georgia. he said he was supporting the european and democratic aspirations of some georgia incentives says that you are not trying to the stabilize anybody. well, it's not that nonsense because western powers with the troublesome n g o. so put enormous pressure on the republic of georgia, southern states parliamentary elections and october talk about post election meddling. the countries being gripped by protest sled by pro easy groups and funded by the usual suspects like george soros and his clien

micron up five as jensen wong said the series uses micron memory, uber, as well, on the announcement'll get to some of the other stories including ulta and this guidance and ceo transition. opening bell in 4.5 minutes. don't forget you can catch us any time, anywhere, listen to and follow thesqwkn e re" ening bell podcast. ruri: ichi, ni, san, shi... (1,2,3,4 . . ) ruri: ichi, ni, san, shi... (1,2,3,4 . . ) hina: ichi, ni, san, shi... (1,2,3,4 . . ) akari: ichi, ni, san, shi... (1,2,3,4 . . ) others: ichi, ni, san, shi... (1,2,3,4 . . ) others: ichi, ni, san, shi... (1,2,3,4 . . ) (♪♪) (♪♪) you were made to chase your passions. we were made to put them in a package. >>> all right. minute and a half before the opening bell for this tuesday. ultimate it's -- ulta's got the new ceo. >> and she was coo. mr. kimble did a good job in an area -- i want to point this out, this area has been under fire because medics area has been terrible, look at estee lauder, one of the worst stocks i've seen. if you look at elf, there's a battleground there. they've had competition from sephora which has

micron's not water cooler. >> although second biggest gainer this morning. >> micron had a bad quartere thing it's very good is high bandwidth, which is data center. once again, the market wants to ignore the negatives when it comes to tech. there's u.s. services pmi. you can say it slowed, but that's still very strong. >> we did get some solid prints on those numbers out of europe. >> good morning, carl, indeed, we're looking to december final read. this is important. this is the service side and the composite. the mid-month read was 58.5 on services. it drops. final read is 56.8. we also see a drop on the composite from 56.6, it gets replaced to 55.4. both of these comp to the weakest just since november. a couple issues to point out here. if you look at the service side, all 12 months on both sides of this were above 50. as a matter of fact, looking at 23 consecutive months above 50 on services. so in a macro way that's pretty good. we've had competing tariff stories coming out that have been moving the markets. squawk on the street will return after a very brief break. (auctioneer)

followed by micron. we told you there is a chip rally under way. shares up 3%. fortinet and revvity and verisign. one major question as we look at the markets in the new year. the direction of the momentum with the s&p closing below the 50-day moving average. very close. a bit of a rally on friday. closing below the 50-day moving average over the last two months with the s&p moving side ways. another question for the market is narrow necessary. a lot of focus on a.i. as ces begins this trade. a lot of eyes on ceo jensen huang. you can see over the last month, the mag seven up 1.5%. the broader market down 2.5%. a lot of questions of narrowness in the markets. yields moved a bit. the ten-year at 4.62. trading at its highest level since may of last year. we have three economic reports this week. jolts, fed minutes and jobs report coming up on friday. that will be a big one. oil at its highest level since october. this morning, saudi arabia is reportedly raising prices for pew buyers in asia. take a look at oil pulling back just a bit. wti and brent crude pulling b

we are looking at micron shares up at the moment in pre-market after the ceo said micron makes memory gaming chips. on top of that, we see uber shares as they expect to expand the autonomous mobility. look the at at the shares in prt many up 50%. and aurora innovation. let's see how these stories will evolve. for the time being, already having implications for some of those pre-market moves. let's discussion with this ben. ben, good morning. good to have out the show. first and foremost, i would like your thoughts on the speech from the nvidia ceo. clearly, investors are digesting this already. just explain to us the highlights and how much innovation has actually been put forward. >> one of my colleagues out in vegas and attended it said the press conference was like a rock concert with 12,000 people in the vegas arena to watch jensen's keynote. you already highlighted the new gaming chips with very strong entry level pricing. the physical a.i. element with what they're calling cosmos foundation models. that will enable the training of self driving cars and the excerpt you played out

micron is still leading the charge as its memory is going to be within the nvidia offering. there was a lot to be had for some of the partnerships at play. ed: yeah, and as you know, it is bloomberg's policy not to give questions in advance of interview. probably the one big question is the sustainability of the investment into ai. those of chip names are pushing higher because when an investment is made into a high-performance gpu a goes in combination with emory chips, other cpus, and telematics from those providers. that is the key question for jensen. i see a bit of a concern about inflation in the market this morning. jensen has a lot of worldviews, whether he will talk to me about inflation we will have to wait and see. caroline: we cannot wait for the conversation. you will see you a little bit later. let's get an investors take on the here and now, lack of his ability on blackwell or the future-proofing of the business model. cbiz investment ceo anna rathbun. it is 9:30 p.m. new york time when we heard jen-hsun huang on stage. are you in line with some of these analy

they're partnering up with micron where micron's making the memory for the gpus.eally like what you heard yesterday. stuart: i want to hear about uber partnering with nvidia because that, to me, is a very big deal. i've got a sliver of uber. >> yes. their partnering to to make autonomous driving a little bit better. uber has said they're going to be pairing the data they're getting from uber's trips with the nvidia platform to help make sure the a.i. models are working more efficiently. basically, western get better autonomous vehicles on the road given the data we're getting from these two companies. stuart: we've got all kinds of changes the free speech announced this morning by meta. including they've ended their fact-checking program. that's a very big deal. is that effective immediately? >> we think so. because with the new program that they're laying out which they're calling community notes, they say it will be rolled out in the next few months. we don't have a clear timeline yet on that new system. remember last year i sat down with joel kaplan, longtime r

if the company like a company like micron searching today.g to be within these gaming gpu's. to force --geoforce. it will predict what image is about to be generated and facilitate far better experiences. this is jensen huang trying to articulate yes, there are ai data centers but they are about more. there about gaming, robotocs -- robotics and autonomous vehicles. scarlet: the fact that these companies are in nvidia's orbit are seeing the orbits of being associated. what about the linkage to the white house and washington? i like how ed brought that in. have you paid homage to the incoming president? caroline: have you kissed the ring? he's willing to go. what was interesting was trump was on at mar-a-lago discussing a new $20 billion investment from the middle east to do what? invest in data centers in the u.s. those are going to have nvidia chips. he's going to be a winner. the cfo has been speaking about the jp morgan event, particularly that blackwell and ai accelerators are here to stay for the next decade. this is longtail vision when

kind of one great timing question is very, very difficult to find out about time on student info microns the this is dw news and these are our top stories and you as president elect donald trump says he would not rule out using military force. the gain control of greenland. trump has repeatedly express his desire for the us to take over the arctic island in autonomy as region of us allied denmark. the governments of both greenland and denmark have rejected the us take over metro c e o. mark zuckerberg says the social networking giant will scrap the fact checking on facebook and instagram, and replace it with a community based model. similar to that used by x. the change more.

the deputies will have 2 options to support microns rescue, or a no confidence vote. we have made our choice. none of this is secret french society and so, so media above that and then sense that the sheer shamelessness will not quite as incense this boot is in romania and have a free and democratic you repeat a nation which cancelled. and i know that a dollar election with a nation list did to well the in november row menus, independent rice wing candid a kalen jr. jessica, who was the 1st route of the presidential election and was predicted a landslide victory and the 2nd route. but just 2 days before the fiber booth, even results was a note that the full re route of the election was cooled to bed. it could take months, the incumbent president will hold. he's post step when the romanian state has taken democracy, i'm trampled at. the decision of the constitutional court represents more than just a legal controversy. justice, it is in fact and officially sanctioned to the rule of law is in an induced coma, and justice subordinated to political orders has practically

apple and micron were also down today.this all comes as investors wait for earnings reports out this week from big banks like citigroup, goldman sachs, morgan stanley and bank of america. the u.s. ban on tiktok is set to take effect on sunday. if the supreme court doesn't intervene and instagram is seemingly ready to step up its game. today, instagram said it will focus on original a and create content for its algorithm this year. the algorithm is the way it stories, reels and feeds are ranked for each particular user. now, instagram says it willmbrace new technology like ai so the users can post content more easily. it will also look for new opportunities to make recommending content more social and interactive. it is a new day on the today show. we're going to take you behind i told myself i was ok with my moderate to severe rheumatoid arthritis symptoms... ...with my psoriatic arthritis symptoms. but just ok isn't ok. and i was done settling. if you still have symptoms after trying a tnf blocker like humira or enbrel, r

is president elect donald trump, the ports 100 microns in a new year address. cl myra castro said that how government may reconsider allowing the me to operate on his basis. if the incoming administration goes ahead with its plans, don't home and has moved from mexico city. you know, i get, i have a family presidency, amount of castro is responded to donald trump's threats of mess migrant deputations . once he becomes president, i'm a lawyer. i mean, he said, i feel not in the national bro custom new year's day. she said, if you sense home during this back home, she could kick us out of military bases in her country that didn't, that will not be too low speed in the face of a hostile attitude of mazda full tuition of our pete cynthia. we'd have to consider a change in our policy of cooperation with the united states, especially in the middle east. you feel? well for decades, they've maintained basis. and i went to retrieve that without paying opinions, which in this case would lose all reasons exist in honduras. must stipulations were big, worry for some doors move in half a 1000000 of

the number of other goods that i'm taking that our policy has never been in france as president micron. says african leaders have forgotten to think of paris for supposedly enabling them to keep their sovereignty. several african nations have ordered all french troops to leave their territory. for most people who frances not retreating in africa, is re organizing itself. we chose to move out of africa, not because we had to move out. it was our commitment against terrorism since 2013 . we were right. i think some african leaders forgot to say thank you. it doesn't matter. it will come with time. in gratitude, i'm in a good position to know is a non communicable disease of humans. but i will say it for all the african rulers who have not yet had the courage, abuse of either public opinions to say it. none of them would be a sovereign country today, if the french army had not deployed in this region. chad has been one of those rejecting mclelland's claims of african vida is ingratitude. so much that the foreign minister update them on quote them a lot is accusing face praise of the menu

well, as microns rit moms have spots, fee is create is that means a bit easy. the speaker of joy just parliament has said that the french leader should look at how his own government is losing credibility. not that i intend to interfere in french domestic politics. but given that 61 percent of french people support the resignation of president macro and 50 percent want the dissolution of the national assembly. new elections may be a good way out of the political crisis that were heard from the leader of georgia. an opposition party that has supported the more national oriented stand. he said the cause comments as yet another example on behalf of critical west and the approach to foreign policy. doable. this is alyssa and i completely agree with prime minister co, but he'd say i want to add to his remarks. let my cron worry about his own country about those tragic results of his own repressions. for example, of the yellow vest movements at that time, the french police arrested 3000 people and they are now serving prison sentences. we have arrested only 8 people.

he said, microns comments are just another example of what he calls the west, hypocritical foreign policy. you up on this is alyssa. i completely agree with prime minister, cool, but he'd say i want to add to his remarks. let my cron worry about his own country about those tragic results of his own repressions. for example, of the yellow best movements. at that time, the french police arrested 3000 people and they are now serving prison sentences. we have arrested only 8 people. there was no interference from russia right now, but there was a clear direct intervention, an attempt to over troll the legitimately elected governments by the european union and the outgoing us administration. it would be good if my crime would worry about his own country and his own readings. he is a president of a country that doesn't support him. he could even come in 2nd place and then the election. by the way, it's worth comparing how my crone schultz and the british were outreach by you on must statements when he supported the very popular alternative for germany party. that is, when the situation concerns

assistant at the institute for social research and africa by all that emma to he says, africa views microns words as a confession. if we got the crohn's, rather arrogant and irresponsible behavior as shown, that he has no respect for africa. this will eventually knock the ground down from under the feet of those africans who still believe that france is a friend and ally all in all my crowd lets us see the disgusting face of france spinning its vial status. and especially, it's totally irresponsible and disrespectful behavior towards the people of africa . as you may recall, the us put a bounty of several $1000000.00 on the head of the current leader of syria and put him on a wanted list. and then one day, this murder and terrorist turned from a terrorist to a level and became a liberator. obviously, based on this reality, in which western countries prefer to call terrorist heroes, we conclude that behind these actions to which we can no longer turn a blind eye are not only their most trusted allies, but above all themselves. russia's foreign minister has weighed in on the greenland . the c

so this comes out for a manual micron accused african state. so for getting to thank paris for the role it played in this a whole region. last year, molly news air in between a fossil demanded french troops leave their territories. the withdrawal is currently underway as a number of other african states, and there are security agreements with parents. earlier we spoke to research assistant at the institute for social research in africa by all i e mail to you, says africa views my crohn's words as a concession of it, without the mach crohn's, rather arrogant and irresponsible behavior as shown that he has no respect for africa, this will eventually knock the ground down from under the feet of those africans who still believe that france is a friend and ally all in all that crown. let's us see the disgusting face of france . it's vile status and especially it's totally irresponsible and disrespectful behavior towards the people of africa. as you may recall, the us put a bounty of several $1000000.00 on the head of the current leader of syria and

what $100.00 microns, what price could be? you have to, you can you want to buy, digit and we've come to the $30.00 be in new edition hopki. eh, jet, you the sweetie. yeah. i the genetic g of combat. you will kind of did that and you don't want to keep them instead of you are the genetic z a y and dm as to how cool this bill jump to can have cat a come a lot. you have to be put on who's to huckabee, jim, how, what kind of type angel, what's the time of the activity report to half of us it wouldn't do that. that can come. oh yeah. yeah. any. well, that's a good so which i have to be community fee. she may have to hold the much, the west, largely supported israel, and the 1973 war arab countries respond to by deploying a new weapon. oil a minute on the fugitive down the road. in bad repeats of parenting via you commit to the a no big deal with god. but mr. wallace, what do you say that guy shot is too much now. why preclinical? critically how the how to use the bar door. you my lord, i talking to you this, does it doing it, you

micron shares up 18% so far.ing included in the s & p mid- cap. stay with us. >>> welcome back to "squawk on the street." i'm contessa brewer with your news update. merrick garland says he received the final report from jack smith detailing why he tried president-elect trump. but will not release the portion that describes claims that trump ported classified documents. an appeals court is reviewing a motion by trump's codefendants to block that release. president trump today asked the supreme court to block his sentencing in the new york money hush case. arguing he should be protected by presidential immunity. the high court asked new york court to respond to that request by thursday morning so the judge can have time to react before sentencing, which is friday. and president carter is lying in state at the national capitol until friday. >>> the chances of a rate cut later this month now stand at just 7%. that at least is according to the cmc. what does that mean for real estate? we're going to discuss that and m

you have micron technology about high-bandwidth memory, kal, a testing software company, but there isuropean story. vat group. valves are critical to create a vacuum is within the semi minute process, and this is a very levered play into this. it is to keep it clean. lizzy: i also went to rescue, because this is what interest me about this list. what are your biggest leftfield ideas this year? >> that is an interesting question as i think through this. when that jumps out, and it is a household name is porsche. along with some of the other big auto manufacturers, it has tanked. we think that is an interesting story in 2025. some they have already announced , others that they will. we think there is an interesting, new product driven story to come through. lizzy: let's see if more people have their midlife crisis in 2025. we thank you for bringing us those 50 companies to watch. coming up, byd sets a new monthly record as it vies with tesla. we will dive into the details next. this is bloomberg. ♪ ♪♪ ♪ three little birds ♪ ♪♪ ♪♪ ♪♪ lizzy: welcome back to "bloomberg daybreak: europe." c

for infrared and 20 microns for the ramen. and that's important because the smaller you can go with your resolution, the better you're able to detect those nanoplastics which are critical for our understanding about this issue in a more comprehensive way. sen. padilla: thank you. and thank you for california's work on this issue. and let's turn to another ocean state of rhode island. the senator from rhode island, senator whitehouse. sen. whitehouse: thank you very much, senator merkley. thank you to all the witnesses. this has been a very helpful and productive hearing and i always appreciate it when a bipartisan panel can produce so much consensus and agreement on a particular issue. so i thank you for all the work that has led to that being the case today, particularly you, chairman merkley. the university of rhode island has done a study recently looking at the top five centimeters of the sediment in narragansett bay, which is our main a resource and geographic feature. and we are loaded with more than 16 trillion pieces o

money in research and development just to catch up with its much smaller rivals such as sk hynix and micron. i wanted to put things into further perspective, as far as samsung's stock is concerned because despite the profit miss we are also seeing it narrowing really. some analysts have pointed out an element of how these factors that are driving the stock are already out there. we know how there is weak china demand. there is struggle within its mobile division. the management reshuffle. it's disagreements with workers in the past year as well. so from here on out, there is that optimism that earnings could recover. take a look at how we are seeing currencies faring today. not just the decline in stocks, as the greenback strength shows no signs of abating against the backdrop of signals from the federal reserve. chinese yuan weakness compounding losses in asia's currencies but this is also after the uncertainties coming from trump's policies.that's also fueling strength in the greenback, the declines in asian currencies today. tom: avril hong in singapore with a market check. talking about

will you start with micron which is really going straight up 10%. >> bathanked microsoft $80 billn commitment data centers this year is removing the risk of companies cutting back of capital expenditures for a.i. this is igniting a chip wide rally. >> lucid. >> saudi arabian back ev maker is a 71% increase in their deliveries last year, they got one car but it is selling things to lower prices and more affordable financing. i saw united airlines, starling and the thing went up. what about american airlines. they got an upgrade to bite pre-the increase in price target to 25. they say two things business, traffic, coming back, international flying remains strong for 2025. thank you very much indeed. vice president harris stumbled over the words to the pledge of allegiance. good morning, what happened. >> good morning, can you believe that what a shocker. harris was leading the pledge before swearing in senators of the 119 congress but she appeared to flub her lines. watch this. >> please join me in pledge of allegiance to our flag. >> i pledge allegiance to the united states, of the united stat

micron, shares up about 2%. nvidia up almost 2%.e'll talk more about this stock in the comments, autodesk, rounding out the top five. >> rising after yesterday's hotter than expected services read, and indications that companies are preparing for tariffs. you see the tail end of this chart. right now, the benchmark sitting at .67. highest level since back in april. also, the 30 year, the long bond hitting a high that we haven't seen in just about one year. at the same time, a steepening of the yield curve. would be a positive for the market overall, in particular, financials. a positive for the market overall. right now at 38, 39 basis points. yesterday, we did see financials trade higher for most of the day, but they did close lower. we also want to look at bitcoin. that fell on yield pressure. yesterday, hit the 100,000 mark. right now, trading at 95,000, just under 800. falling back over a half a percent. week to date, bitcoin down more than 2.5%. we want to turn our attention back to the sectors and to equities. tech, fell more

sectors to not own and at the onset, you hear them talk about the quantum computing name but it is like micron, that will be a winner. robots, robots, robots. there are multiple companies -- for me, i tesla. nvidia is this company that is telling you what is happening within this a.i. space. i don't think it is long with nvidia at all but i think the markets are choppy around it and also the earnings did not come out until the end of february. there is nothing to get super excited about. i think that 150 remains that ceiling and i do think at some point this year it will break out of that because the revenue and earnings growth will just demand that and will pull the stock up like it has the past two years. >> we watch all of that. bryn, thank you. that was bryn talkington. we will go to the broader market now. the doubt is positive, albeit barely. kevin gordon of charles schwab joins me now. nice to see you. >> what is your read on all of this as you have listened to our conversation? >> i love weprin was just talking about in terms of when you get stretch valuations and you get hot sentiment

the most critical are particulate matter and they are 2.5 microns, 1 slash 120th the size of a hair.hrough our heart and recently a new study said they cross a blood ring barrier and ask cause dementia or nora. >> you can't mess around with this. this 1 the epa on health affects that contributed to wildfires smoke. respiratory particulates and can cause difficulty breathing even in healthy people exposure can cause transient reductions in lung function and pulmonary inflammation. for anyone who has lived through a fire you know one of the first things they tell you coming through your house or you go through your house looking for anything that remains, it's covered in a sheet of these particles and dust and the toxins. what can be done about that when people are trying to save things. people will return to what's left of their homes. >> well look, i think anyone that has underlying pulmonary or cardiac containers like asthma, copd or heart containers must be careful and we know that. you have to limit your exposure by remaining indoors with windows closed and run the air containerer

they include micron up 11% this morning, asml holdings up 8%, applied materials 5%, lamb refer much 5%me big winners on the nasdaq today. why not? the nasdaq up over 300 points. coming up, elon musk calling on nigel firarge to commit his job and saying the uk needs a new leader. musk chiming in on foreign policy. incoming border czar tom homan said even if countries will not take back their migrants, we're still kicking them out. >> if they don't, they're still going to be deported but just to different countries. you've got to put the safety of american people first. stuart: well, who will take the criminal migrants? sheriff thadeous cleveland on that. the sheriff is next. ♪ at harbor freight, we do business differently from the other guys. we design and test our own tools and sell them directly to you. no middleman. no folks in suits telling us to raise prices for the heck of it. just quality tools you can trust, at prices you'll love, every aisle every day. that's how we like to do business any way. whatever you do, do it for less at harbor freight. (♪) when i got diagnosed with ski

micron still up 13% this month is losing 4.6%, palo alto down 3.8%. nvidia lower the nearly 3%, meta is down till apple the worst performer on the dow, this is big tech that is swimming at the moment, why are the bears rising interest-rate in a week ago friday it stood at 4.17% for right now that yield is at 4.80% it is skyrocketed to a 14 month high. friday we got the december jobs report which crushed estimates much stronger than expected, that's a resilient jobs picture a could indicate inflation might heat up again putting future that interest-rate cuts imperiled, were going to get the very latest inflation picture starting tomorrow we will know much more will be get to decembers ppi producer price index inflation at the wholesale level and wednesday this is much bigger, the cpi measures consumer prices, what did they do in december, we shall see but we will keep the ten year yield in our sites. i have to say numbers and data mean very little to those in southern california they were basically stuck in a living nightmare a full seven days after it

amd, micron down 30%, 40% from the highs. if you believe that a lot of the stories remain in tact, this is a tremendous buying opportunity. you are doing a disservice by looking merely at the headline and saying stocks are down 3% from the highs. i think that misses the larger story. >> earnings will be a big story starting with the banks. on that note, let's bring in leslie picker. she obviously follows the space. you are debating if not looking at the $185 billion question. explain. >> yes. so as you know, scott , we have talked about it a lot on the program. bank stocks have come full circle when the prospect of deregulation sent the sector soaring and as gravity has taken hold in recent weeks, booster capital requirements and what they mean for buybacks remain an open question. about $185 billion figure, goldman sachs estimates that's the amount some of which could be returned to share holders, the amount of excess capital if banks were required to hold less of a buffer against a stock. banks have been hoarding capital de

these cyclical chips makers have been trying to bottom for a few quarters but keep disappointing like micronh i like but you can't pull the trigger. cellphones have got to get better before this gets off the schnide. 20. will profitable growth tech names still stay hot or will they be losing their mojo. the quantum computing bubble, i believe in quantum computing. there are other components of this trade as well like small tech companies seem to be rallying slowly because they have a.i. in their names. that's bad, ad tech stocks, drone-related companies, smaller cryptocurrency -- look, i don't like this behavior, okay? i think it's going to really lend itself to some -- >> boo! >> i feel better about the entire market if people stop betting on speculative companies with little revenue and huge losses. we saw this in 2021 before speculative stocks flew too close to the sun. we had a huge correction in 2022. i am asking if the groups can stay hot. i hope theena answer is no. i get at the beginning of the year, i hope it ends soon. question 21. can the legacy tech giants continue to run? we saw

are not perfect, but they certainly do filter out about 95% of fine particles which are about .if 3 micronst they will decrease some of the it cans sins that we inhale into our system. also make sure you have your medication bag. if you have to pick up and leave quickly because the fire has changed direction, you want to make sure you have all of your prescription medications. the last thing you want to do find you don't have your meds. be in touch with your doctor, know where the closest hospital is. smoke inthat alation, that can turn fast. you can be feeling fine one minute and then maybe having signs of confusion, difficulty breathing. you want to have a plan where to go to get help. rachel: all great stuff. it doesn't just affect you physically, it affect ifs people mentally. -- affects people mentally. i've been thinking about the people in in the l.a. but also the people in north carolina from the disaster they went through. >> well, rachel, you rarely will ever hear me just talk about physical health because you have to also talk about mental health. physical health and mental healt

other companies that got a name drop, like micron and aurora are up 30%. shares, though, could rebound in the next 30 minutes or so. the ceo and cfo sat down for an analyst q&a. traders are hoping for more details about the blackwell shipments and data center growth heading into 2026. it's going to be all about sustainability. >> if nothing else, it shows you how high the bar now is, right? >> when you have this substantial double-digit growth we've had over the last little while, blowing out of the park with every single earnings report, of course, expectations are high. and now sustainability is a major concern. >> yeah. all right, you'll let us know what he says at the bottom of the hour. >> definitely. >> thank you, kristina partsinevelos. steve kovach now for a look at apple and an interesting downgrade today. you do not see a sell call all that often. and they're really looking at that rise that the stock had since we sat together at wwdc, and saying kind of punk, based on what? >> that's exactly right. this is coming from moffettnathanson, putting t

not only nvidia, which could close at an all-time high today, we're seeing the likes of micron up 11%ews on the amd front. kristina partsinevelos is here with those details. kristina? >> it's ces right now and amd's presser is still ongoing. first, you had qualcomm earlier this morning, launching their ai pc, and amd is joining the mix. amd's next ai pc would be called the rise in ai max processer. it's an ai chip for portable devices like laptops. amd saying there's going to be over 150 computer designs available, with oems, those are original equipment manufacturers, lick lenovo, for example. outpacing what qualcomm said earlier today, they have 100 designs. i am seeing online, some questioning about the lack of ceo presence from lisa sue. but we have to keep in mind, this event and this speech was already planned of the svp present. it shouldn't be a big surprise to a lot of investors. let's get back to the amd news. they're announcing their first of ever commercial expansion with dell. that means bringing the amd. there's a lot of names here. the rise in ai pro processor. think of

so, this stock was not trading particularly well over the last few months or so, and then a micron, which, about two weeks ago gave not great guidance. the stock today fills in the earnings gap. i think the stock was down 10% or so. is this more investors looking for other opportunities to kind of broaden out this trade? because some of the narratives in and around a.i. for these other names have not really played out, it's been a very narrow trade in the semispace. >> yeah, it really had. it's been nvidia and broadcom, and more recently, guys like marvel. other names where people had high hopes like amd have been disappointing. and not that amd was necessarily bad in their a.i. performance, but expectations were much higher. and they were not able to meet those expectations. i think on the semi-cap side, people have been concerned about, like, new export controls and limited on these guys ability to further ship into china. we even took our semi-cap numbers down on those china risks back in september, in december, a few weeks ago. but yeah, today, it wasn't just the semi-caps. there were