there is also new hosting countries in the world that is increasingly hostile towards microns and refugees. that was mom into the heart of speaking. with this earlier, i spoke with garish on basket. he's a writer in peace negotiator and i asked him whether people are really likely to leave gauze voluntarily. well, there may be palestinians who would want to leave the goes through. cuz like there is really tell is it's impossible to live there as president trump said, it's really, it's a delusion site, but it was demolished by israel. the problem is not the palestinians who might want to leave garza, i mean these are all, there's never really let them leave. but there's no host country as well. how much or how does sense willing to accept them, not egypt through drug. and even though president trump said they will accept them, this is not going to happen these remarks by trump. and i'm just press conference with prime minister in that, you know, created a new norm as well, the uncertainty in the regions. but one thing we can be certain about this proposal appears is not implementable. it wo

there is also new hosting countries in the world that is increasingly hostile towards microns and refugees. donald trump's promise crack down on a regular migration has sparked if you're halfway around the world in india. images of indian deportees being flown and a us military aircraft with their hands and feet. pounds prompted opposition? law makers to disrupt parliament on thursday. the issue has are up to just as prime minister in europe promoting prepares to meet with trump, to improve relations with us. how dependent things among dozens of indian migrants who what departed from the us. they only found out they were being sent back once they were on the plane, a little bit of money at home in our hands and seats with cost. and we were told we were being taken to a detention center outcome put together. but they brought us to the airport instead, toyota and put us on a plane. and told us we were going back to india at the, in the audio. it took 40 hours to reach, i'm going to add port a, we will unshackled the point out. those are the how many federal hot the committee call the us bord

vito officials said that they weren't actively looking for host countries to take gods and refuse in microns, and they were willing to even pay for the transport. explain it expensive, it didn't work either. so the ideas on implemented there is no willingness on the populations in side. there is also no hosting countries in the world that is increasingly hostile towards microns and difficulties that was wrong. the child of the are speaking but this earlier. my next guest is gear shown baskin. he's a writer and piece negotiator. he arranged the release of it is really soldier held by him last back in 2011. it's good to have you on the program. you know much of the world apparently was caught off guard by this proposal from donald trump. but today we're hearing that the israeli government has already begun preparing for palestinians to leave the gaza strip. what do you make of their well, there may be palestinians who would want to leave the ghosts too, cuz like there is really tell us it's impossible to live there as president trump said, it's really it's a delusion site, but it was demolishe

visual affection said that they were actively looking for host countries to take god and refusing microns, and they were willing to even pay for the transport. explain it expensive, it didn't work either. so the ideas on implemented there is no willingness on the populations in side. there is also no hosting countries in the world that is increasingly hostile towards microns and refugees. now, why do you think that donald trump has made this proposal? i wish there are 3 numbers of reasons that can explain this. number one, it can be a distraction from drums, take interruption, words that are dismantling the us government at the moment. so he needed the jane or miss most done that would capture the entire medius of anti world's attention and distract from that number to it. it is a gift to anything, at least coordination to state by the coalition. once talked about this, you had a minute, the reason really designed it to marvin. we're one of the most part right in his history saying that he's waiting for don't get me on his clinics. and again, and number 3, it can be a country made up fict

there is also new hosting countries in the world that is increasingly hostile towards microns and refugees. now why do you think that donald trump has made this proposal? it was the 3 numbers of reasons that can explain this. number one, it can be a distraction from drums take in her pin words that are dismantling the us government at the moment. so he needed the jane or miss most done that would capture the entire medius. of inside was attention and distract from that number to it. it is a gift to anything, at least coordination to stay buys the coalition. once trump talked about this, you had a minute. the reason really designed it to marvin, we're one of the most part right in his history saying that he's winning for don't get me on his clinics. and again, and number 3, it can be a, comes the made up fiction and script that some is in slate and exaggerating. to force this, i would use input normalization with this being and force them to relinquish their demand for a horizon towards the scene of statehood or a 2 state solution. now you mentioned a saudi arabia, the country has released

one great timing question is very hard to say very difficult to find out about time on student info microns.

intel, super micro computer, devon energy, micron technology and nike.he winners, intel, micron, billion low alto networks, marvell technology and analog devices. there you have the markets. >>> coming up, president trump says he has to work at breakneck pace to undo all the damage joe biden did in just four years. we have that story. >>> we're facing the worst flu season in more than 15 years. is the flu vaccine not effective? we'll have dr. frank contacessa. >>> elon musk raising new questions about major fraud in the social security administration. we're going to tell you what trump is saying about that. now, that's next. ♪ ♪ -- is a problem, is a problem. ♪ i wish i had a couple of problems to spend. ♪ the way i approach work post fatherhood, has really trying to understand the generation that we're building devices for. here in the comcast family, we're building an integrated in-home wifi solution for millions of families like my own. in the average household, there are dozens of connected devices. connectivity is a big part of my boys' lives. it br

, micron, on semiconductor. the gains there indicate that anybody who's a state microchip manufacturer might do well here. but at the same time, we're seeing headlines where it looks like the white house is telling some sources, some of the chips act money is going to be, quote, renegotiated. that was money from the chips act under president biden. i can't read that headline and decipher it either. >> yeah. very difficult to re-- look, the semiconductor stocks we know have struggled in the last few weeks. they're doing a bit better here because once again it's going to be rational industry by industry, almost company by company. and so we step back and and go back to fundamentals, and the market likes that overall, and semiconductors in particular. liz: let's talk about autos. it's always questionable, what happens to auto stocks. i was looking at ford earlier, and it was holding on to some decent gains. i mean, i'm seeing it up 11.6. of high of -- 1.6%. high of the session, we're pretty much right at it. tesla

micron up 4% and broadcom increasing 4.5% today.n alabama man has pled guilty for his role in hacking the sex x account. eric council junior of alabama, was arrested last october in federal court. today, he admitted to hacking the securities and exchange commission's x account last year. during that hack, the council council, pardon me, used the account to falsely claim that the agency had approved exchange traraded funds, or etf, for bitcoin. at the same time, the sec was considering the approval of those etfs. false message resulted in the price of bitcoin spiking by more than $1,000. mr. council is set to forfeit the $50,000 he received for his role in the scheme. he also faces up to five years in prison. we're learning more about who will be on the big snl 50th anniversary show. we've got 50th anniversary show. we've got new details i guess what i'm looking for from you is, i mean, i know how the fire affected me, and there's always a constant fear that who's to say something like that won't happen again? that's fair. we committ

at least $3200.00 microns and refugees of made it to the canary on. and so far this year on the heads of the roman catholic church, pope francis has been admitted to hospital to be treated for bronchitis. the vatican says the 88 year old pontiff has a fever. so its several health problems. we recently suffered to force those all the headlines and these continues here on out of the bushes. shut it on africa. stay with the of the on the 27th of july 2023. the 2nd russia africa, somebody took place in saint petersburg. russia's 2nd largest city are, sees the good chosen washing. yeah, i'm waiting that. that's what the state is board it. you said i've got this little destiny of the capital looper. sodium shuttle going into the new city. we're going to be in your be that person to speak to that in just into the steps, the proper cost to buy that for mover. which of them that there's a war spoil? so probably under the level of mass i will just by marketing at the instrument opinion, every year i see it as a visual of what i need to do on that needs to be na

it's how can we secure ourselves against steve microns? and that to me is that part of why i think we need to really challenge. besides, you have time and security and always ask the question, who security are we talking about? the other side of the debate, some will say climate change has nothing taken seriously. and so we need to secure a sizes to bring awareness to get the military on board to get the policy makers on board. and then we're able to have urgent action that might sound like a smart strategy officer. rule is the world and the respondents to threats and fame hungry and the see approach people will take to raise when the problem with this approach is that it means challenges a magnified when the people are made into threats. and the rhetoric just french climate change is a threat multiplier threat, multiplier threat multipliers, the threat to multiplies and stay much. and the, it's just one of the key terms. and this is the idea that climate change will exacerbate existing tensions and conflicts and make them worse. and i mus

and another 175 microns of different nationalities of arrived in costa rica after being supported from the united states . officials say they will be taking to facilitate another border with panama, and then re penetrated to their home countries. the pulsations by the trump administration, all facing legal challenges and some central american nations. as jimmy kelly on their reports now from mexico, switching of the detaining these us deportees, while the a wave repatriation is not against the law, at least that's what the panamanian president jose though we moreno is arguing the migrants mostly from asian countries, were flown to panama, last week, under an agreement with the trump administration, and i go to, uh you, uh, actually i'm going to also need to the cooperation agreement with the us involved any of these 299 people on 3 flights. there were no more flights to prove. it just felt that this violates any little or agreement. you must be very provides to think that as part of mainland we would mistreat these poor people have kind of my has received widespread criticism after int

widespread. lucy, this being the force of the latest may, including the french present to my new micron and british prime minister q, a stomach, a set to hold emergency summit until the war and ukraine. this comes as washington is taking the lead on pushing for talks and the war and ukraine, but there are fee is the kid and the rest of your mind may not have much to say in those negotiations. i'll dive nothing happens with james bass reports from the munich security conference, the rain, the cranes, lita had to be somewhat restrained and diplomatic. despite this being the week, the president trump said he was planning to fly to russia to negotiate with president boots in the us suggested his country would never be allowed to join nato . that is until now, this is the moment zalinski hits back. let's be on us now. we'd gone through all the possibility that america might say no to europe on asia, that threats and that many, many leaders have told it was you or that me, it's its own military. and i me, and i mean of your, of, and or not, from trip to russia. he was even planned to put in o

and we hear from venezuelan microns stock in central america, off the top of immigration roles, force them to give up on the hopes of reaching the united states. the us has agreed to resume the terms if the goal is to cease by a plan of to previously site saying it intended to suspense. them 3 is ready. captives are expected to be handed over on saturday and return to the release of palestinian prison is being held in is riley giles. her mouse had accused as rile a violation to tens of a deal by limiting i, specifically housing and heavy machinery from getting into the gals of the united nations is there's no time to lose as best humanitarian catastrophe and goes to continues the change in him. also, stones comes off to a delegation mit the talks, and kara with egyptian and tiring mediation is the group save the discussions during all the meetings and contacts focused on the need to adhere to the implementation of all the terms of the agreement. it went on to say that a mouse confirms it's a continued position to implement the agreement with accordance with what was signed, including

local media were reporting that a $170.00 over the $299.00 microns, so you have feet in the hotel when they moved the migraines. so from several countries increasing, i've gone to some china, india and vietnam, found them all, receives to pull teas from outside panama, on the agreement with the us through has been hit by widespread flogging off the heavy rain caused rivers to wave a flight of several towns across the country has been effected and rescue teams have been deployed. so the west hits areas in the region, in the amazon rain forest on p, or in the north west or among the west tish lodge areas of books. one is capital, good, bernie, on the water off to the area was hit by heavy rain. extensive flooding has left to major roads, closed with the costs of much. many buildings and homes have been swamped. the country's president d. my boat goes says the impact has been devastating. the vatican says the roman catholic pipe from this is in a stable condition and has shown slight improvements in the blood test results. the 8 year old pontiff has pneumonia and both as long as i'm just

the french president, emanuel micron, says europe needs to become more competitive in the world of artificial intelligence. he's been speaking at a gathering of world leaders and tech executives in paris. natasha butler reports from paris. also official intelligence is rapidly re shaping our lives at a day, or somebody said, piracy is called pele tech lead just from around the world exchange ideas and share it. innovations. this is all a companion. it's called amy, which is a, i mean, so it's a little bit of pay on words here. but ultimately it's accessible to in the, anyone that has a device, the south african companies crate to the child support that office health care advice, particularly to teenagers who might not be able to access confidential help. and k proof is develop a says that a, i can be a false the good. i think there's a lot of misinformation around a, at the moment. there's also a lot of excitement is a lot of opportunity. is there any big focus, the wrong bench in the gas, based on the tools that we have available and making it accessible, assess around amazing people where t

and the entry of undocumented microns we have some breaking news on our top story in the last few minutes. china has announced retail atory terrace on the united states, saying a 15 percent tariff on inputs of coal. and ellen g from the us will begin later this month we will have more later in the program. a rebel groups in democratic republic of congo have declared the unilateral cease fire staffing on choose the incomes limited growing concern from agencies about the width and increment of terry and crisis the you and says $900.00 ponies were discovered off to days of fighting between one defact in 23 rebels and the soldiers width and palace of age were ones and troops to leave and the and 23 to withdrawal. but it hasn't stops their advance. no can. with reports the numbers of people killed and injured in this conflict. keep going up, the un says there's been a search in rights abuses against civilians in eastern democratic republic of congo, including executions, gang raped and foaming, of displacement comes off the end. 23 rebels backed by one that took the provincial capital of the o

knows who else has with french social security budgets facing a big crunch president, the manual micron alone seems to be dancing to the beat of his war drum promising to double military spending this year. archie contributor rachel marston has the story. the french president, a menu in that call is basically the hype man for the defense industry right now. picture him in a sparkly blazer with a megaphone step right up boats. blow your tax fair cash on premium grades, fire power because hey, war can always be in season if we act like it is good for them. and so many france will have doubled its defense budget and well also launching major projects in atlanta. and i invite all other partners to do the same appeal, but we also need more european funding and this for shadows, the next budgetary framework comfortably. we've all french people are wondering why their government is suddenly acting like a broad college students who somehow always has money for concert tickets, but can't afford rent. social services. ghosted teachers slash retirement pensions rated energy subsidies. oops. on. bu

surviving from the from the us president trump promised must be full of patients of undocumented microns during his election campaign, we give it to them as young and what is the loss of consent and the loss of nervousness in the united states on the part of my country who are afraid to go to work for it to take the children to school afraid to walk on the street and with many businesses have closed because the employees say they could take name. so there's a lot of nervousness that 2 people have been killed in a plane crash and the resilience as you have saw paula, small plain slid hundreds of meters long. a busy road before hitting a boss next floating upon us and single passenger over killed in the cross, which happened shortly off to take off at least 6 passengers on the bus. what engines not fit for me? laura kyle, need? walker is here in just a moment with no special coverage on the hyundai, but in goza of 3 is rarely comp time the the the, there's no limit to have a dream container. stuff in your own adventure, no counter. everything's the latest news as it breaks. prison. zalinsk

at least $3200.00 microns and refugees of made it to the canary islands so far this year. that's according to spanish, sorry. he's more than 2000. and the democratic members of us congress are urging president donald trump to do something about the writing points of x from campaigned on the promise of bringing down the price of groceries for garbage families. reynolds reports now from los angeles. the price of the eggs is cracked all time records up 50 percent in a year and rising faster than a save re. souffle grocery store owners are scrambling right now. we can't get any organic. we can't get in a cage free. we can't get any brown in for consumers. it's no jo, they've reached from $6.00 to $8.00 for just even like it does. and that was this is last robbery. mama is daughter diner in fort worth. texas uses $90000.00 eggs a month. they're raising prices. we're going to have to put a surcharge starting this weekend. it hurts. everyone has the customers, the big man, the little man, everyone in between. bakers and cook say they have no choice. everything that we made has. l

discuss the situation and then meeting coming up on monday in paris, the french president, the manual microns invited europe and leaders key members of the you. also, the british prime minister, also the nato secretary general to discuss the situation of a c. things is moving very fast and potentially moving very fast in the wrong direction and piece towards the kindly look like they're going to exclude the europeans and exclude you kind itself at this stage 30 fos, moving development. so that strong makes more sense to them. now enjoyed bikes done, smithies, the director of the stock of international peace research institute. no, no sit pretty by most people around here. very well known. think tank um to take stock of the situation for us. how would you describe where we are with regard to peace in you christ? well, i think it is quite difficult to read the rooms because some of the statements which are made by the administration that will back slightly contradicted a bit diversion. but it seems clear at the moment, but they are heading towards thoughts about the situation that's full them p

but loans are saying the united states is to get out of the united states, so the mexican microns can take over the course of that won't happen. but i've just mentioned again because of that of tomorrow. the president's office, the for you as president trump has put the 10000 people employees by the for an 8 agency usa. i. d on indefinite leave. thousands of personnel around the world have been told they have 30 days to attend the us. the agency is the world's largest provider of humanitarian assistance to developing countries and the countries and crisis. trump says he wants to be organized or a bullshit, and twice $23.00 days. it seems as best, more than $40000000000.00 to move in to 100 countries and regions. the fast bocce playing carrying undocumented migrants from the us to guantanamo bay has arrived in cuba. having security chief posts of these images of some of them leaving texas on choose day is present. donald trump says the us naval base can act as a holding center for as many as 30000 people and the pos guantanamo was mainly known for holding suspects accused of terrorism

tomorrow, but loans are saying the united states is to get out to the united states, so the mexican microns can take over. so that won't happen, but i'm just mentioning it because of this as of tomorrow, the president saw it. and of course, in the real world today, negotiations are started on the 2nd phase of the ccr, which is really important. so i hope for the sake of the remaining is very hostages, and for the very long suffering palestinian civilians that the troops play. i think in the last 24 hours to disrupt that. i'm going to ask you of, i mean you use the phrase play acting there. now in, in the, the course of the, the world's awareness of donald trump is a politician. we have become used to him making off the call from lots of script remarks that have had run notifications around the world until they are essentially dismantled so often by trump himself saying that he was misinterpreted. yet we now have an administration which appears to be the secretary of state point of view and from the us special envoy to the middle east reiterating the statements that donald trump is making at

great timing question is very hard to say very difficult to find out about time on student info microns. the good model gwinnett could do with an ancient twine. yana legend says that in the middle of the amazon is the largest in cape puck tree that has ever existed airport. yeah, yeah. yeah, so that's good. that's a family of joint egos. build the nest on top of mass. good people in a one day to while you on a warriors decided to catch a young. you go to prove the courage. nice to get the huge letter. but only one of the. com a lot. the courage to climb up, all right, and that the fear when he reached the top out of jealousy, his friend took the matter away, contending and with a certain death. no. anyway, just by skip yet on. when are you only goes? parents returned, they found to worry, are you going to meet the father? he looked at him for a long time and said, you have come to steal our daughter for one. cause you show me your wife and you shall become an eagle. williams is accused of america mulroy, the several days the birds talked to worry or how to hunt and share their knowledge

cisco, tesla and micron tech are up and winning. >>> coming up, the white house is pushing back at democratsk at the courts. >> real constitutional crisis is taking place within our judicial branch where district court judges in liberal districts across the country are abusing their power to unilaterally block president trump's basic executive authority. david: we'll have marc thiessen's take on that. and the number of known gotaways has plummeted since donald trump took office. is the main focus of the dhs now on carrying out deportations? we're going to be asking former acting dhs secretary chad wolf. and earlier this month interior secretary doug burgum signed a flurry of orders to, quote, unleash american energy. when do we start to see the effect of those orders on the price at the pump in i'm going to be asking secretary burgum. he's next. ♪ -- shooting at some food and up through the ground come a bubbling crude. ♪ oil, that is. ♪ black gold ♪ ♪ only servicenow connects every corner of your business, putting ai to work for people. pfft ... every corner? every corner, nick. ow! so kate

charles: some go up and some lose the thread, advanced micro, micron, i've seen them falling apart. new scale, everyone's jumping on the bandwagon. subscribers in it. snowline globe, i've never heard of that one. >> snowline gold up about 4.5, junior miners are done absolutely nothing, this is a miner in the yukon, in canada, is and e we think maybe it's the largest gold discovery in north america in at least a decade. by year end, probably by middle of the year they'll announce their first gold resource report, we hi it's a buy here. charles: okay. kip, thank you so much, my friend. appreciate it. >> thanks, charles. charles: jay powell testifying yet again in washington, d.c. as this inflation data came out. we've bot the great liz an sonders to break that down and also share strategies on how you really can make it as the market becomes more sol im. -- volatile. you don't want to miss if it. she's next. muck i keep dancing on my own. ♪ if i keep dancing on my own ♪ morikawa on 18. he is really boxed in here. not a good spot. off the comcast business van. into the vending area. oh

. >> micron presenting at the. conference. >> they are. >> guiding to some. >> compression in gross. >> margin on. some nand underutilization. >> we'll talk. >> more about. >> the chips in a minute. opening bell. >> is coming up. >> in four and a half. >> and don't. >> forget you can catch us anytime, anywhere. just listen to. >> and. >> follow the squawk on the street. >> opening. >> bell podcast. >> for me, squawk box is breakfast with the most interesting people in the world. >> it's a privilege to get to talk to them every day. >> it's more entertaining than any other morning show, but you might get some useful -thanks so much. -thanks. this has been great. changing the strategy makes a lot of sense. -doors... -keep an eye out -for the invitation! -can't wait to see it. ...bring us together. a dedicated fidelity advisor can help you open those doors with a comprehensive plan to help grow and protect your wealth. oh! the architect left the plans in the back if you want to take a look. she's so ready to take over

look at micron. it trades horribly. it's basically round tripped and it's time to move. so there are some components that go into the servers. look at dell. look at supermicro that make the servers right. look at some of the data center names that we're seeing, how they're trading. we just went through this on, you know, on the capex and everything like that. it feels like some of the pillars of the bull story are coming undone. and the price action in the stock market is kind of telling you that if nvidia goes and makes new lows, and these other stocks aren't going to be the recipients of a new cycle, then we're kind of out of the, you know, we're just kind of out for a couple of months or a couple of quarters, actually, for that matter, because i just don't know how you turn it around, especially when you just saw we saw 65 billion from meta and capex. we saw 80 billion in microsoft. now we're seeing 75. and look at how these stocks trade. >> unless we're seeing the next pillar, the next leg of the trade already. we started seeing that with the deep sea sort of route w

it's interesting when you look at their suppliers nvidia, broadcom, amd, intel i mean the list goes micron, the list goes on and on. it's kind. >> of. >> an important company in the ecosystem. we know it's kind of a two horse race between them and dell. we know that dell has twice the gross margin. so that was one of the issues. i think that was kind of hurting this company. i don't remember exactly what some of the allegations were. i bet it gets sorted out. and the other thing i'll just say is that, you know, you see a stock like this, it's up 10%. it was down 10%. you know, meme stocks are having their day. we talked about it. look at upstart in the aftermarket today. you know yesterday was affirm and carvana. so you know again this is one where i'm sure the short interest is you know pretty high. and this thing is down a lot. >> internal controls was what the auditor that resigned flagged. you like intel though which dan mentioned. >> yeah i mean. >> it's obviously a safer play. the beta in supermicro is incredibly high. so i think intel as an alternative is attractive. it has what loo

. >> including micron, supermicro, cisco, meta, and palo alto networks has rebounded. >> an average.>> 2%. >> while. >> constellation. >> vistra and. >> fellow nuclear. >> owner nrg. >> are still. >> in the red. >> when it. >> comes to. >> tech, some investors have been assuaged. >> by robust. >> capital spending plans. but for power stocks, which had a big run last year, the tailwinds. >> are less clear. >> barclays saying the. >> partial recovery in. >> power stocks suggests investors feel bruised by the deep tech episode, and are likely to be on the lookout for another. ai related. shock down. >> the road. >> still, while deep scan, more energy efficient ai might shave off some of the high end. >> estimates for. >> how much power. >> will be. >> needed, power is still growing. >> and. >> not just from ai. while it's an important. >> part of the. >> growth story, there's also reshoring and electrification. >> frank. >> so, pippa, any upcoming events or catalysts for power stocks that could potentially reignite this rally? >> so we do hear from vistra and talen next week. and so we'

so caterpillar nvidia micron amazon you know half of their sales come from overseas. four names that we own in our wealth management side. >> you know phil and i you and i actually spoke i think a couple of months ago just about the stronger dollar and what it could mean for earnings. we have actually seen that play out. another area we're seeing the dollar gain is against the yen. we talked a lot about that yen carry trade. not that long ago when you and i spoke, you said a lot of times that yen carry trades used to buy the nasdaq 100 and other tech stocks. if we continue to see the dollar gain against the yen, how does that impact the tech trade? >> it definitely impacts it because of the fact you might see some unwinding of it. i mean, historically, what people will do is they'll take the weaker yen, they'll borrow against it here, convert that to dollars and they'll go out and buy tech stocks. so we'll see how this plays out. i think a lot of those types of traders that play that carry trade are on the sidelines right now, waiting to see what president donald trum

you've got a great slide about what you do with micron. you have what you do with taiwan semi. have taken it to another level. it's not just the build and then serve service. you're doing really cutting edge stuff. now that you didn't do say ten years ago. >> yeah. as we as you know, as i said earlier, the scaling roadmaps of our customers are getting a lot more difficult. and what we've seen is in both dram and foundry logic, the two d shrink that's been the heart of our industry for so long is kind of run out of steam. and so customers are looking now to build dram in the third dimension. and that's by stacking chips on top of chips to create high bandwidth memory. and in foundry logic they're going to vertical transistors, which also is driving tremendous opportunity for a deposition and etch company. >> when i talk to you and other people in this, in this industry, i'm always proud that we still make the best and lam is the best. that's tim archer, president and ceo of lam research. lrcx probably from my first show, i thought that this was the company and the predators comp

working together, however, but two different rivals looking to get a piece of the company ppe holdings, micronade desk, rounding out your top five. the other side of the coin, the laggards on the nasdaq 100 this morning. we're seeing some other names cintas micro strategy or just strategy now, datadog, gilead sciences and palo alto networks down about a half a percent. this is the bottom five. we're going to be talking more about this stock later in the show. a little teaser to what's coming up. also, a quick check of on some of the etfs that are tracking countries, an active tariff, discussions with the us. you can see these names lower, at least three of them that china, india and canada. etfs moving lower. the china and canada ones down about three quarters of 1%. the indian one fractionally lower. no movement in the mexican one. all of them except for the indian. the d i n d a are actually higher over the last week. and a quick check of treasuries bond yields moving lower following a spike after a hotter than expected cpi read last week. taking a look. the benchmark coming in at 4.5, falli

marvell technology and micron rounding out the bottom. the nasdaq laggards. i also want to take a quick look at the leaders this morning. >> on the. >> nasdaq 100. you're seeing here right at the top of the list. global foundries. >> those. >> shares up two and three quarters of 1% followed by paychex mongodb. that's a kind of a data company when it comes to ai. those shares up about a half a percent. baker hughes energy company up about a half a percent as well. on the heels of on the heels of those tariffs, we're watching the metal markets take a look at the moves when it comes to steel and aluminum. you see right here steel. that's the first one. the blue line big jumps right there over the last week. steel up over. >> 9% over. >> the last week. aluminum also rising fractionally higher over the last week. but week to date up about 1%. and the stocks tied to those commodities also moving higher this morning. taking a look in the premarket you see nucor up almost 2% in the premarket cleveland-cliffs. however much bigger jump up almost 4% in the premarket cen

. >> micron i got love from. sanjay mehrotra.g up big. >> there's a lot. >> of great stuff happening. >> in semis. >> i can't wait to have kayla today. >> by the way lam. >> research tomorrow. >> these are the. >> core intellectual. >> property of semis is in. the designs that jensen has. and the actual. intellectual property. >> of companies like like lam. >> we should point out shares of nvidia. there's lam shares of nvidia are up 2.5%. >> all right. now comes. >> the time in the show when we talk musk. by the way i have been saying for a year now we should have an hour every day. >> on musk. >> i think so, and even more so than ever. >> grok three. >> introduced overnight. >> yeah, the latest. >> the latest version of their obviously their ai chatbot. all of those age 100 that they bought and they put in work at memphis largest data center in the world as far as i'm aware of at this point, obviously you can. >> get. >> it on x as well, but it's xai also another funding round potentially this one i haven't confirmed on xai. oth

. >> related stocks including micron, supermicro, cisco, meta, and palo alto networks has rebounded.2%, while constellation, vistra and fellow nuclear owner nrg are still in the red. when it comes to tech, some investors worries have been assuaged by robust capital spending plans. but for power stocks, which had a. big run last year, the tailwinds are less clear. barclays saying the. >> partial recovery in power. >> stocks suggests investors feel bruised by the deep sea episode, and are likely to be on the lookout for another ai related shock down the road. still, while deep sea can more energy efficient, i might shave off some of the high end estimates for how much. >> power will. >> be needed. power is still growing, and not just from ai. while it's an important. >> part of the. >> growth story, there's also reshoring and electrification. >> carl seems like a topic we cover just about every day. pippa. really interesting. pippa stevens thanks. speaking of energy. solaredge shares are rallying the renewable energy company with a top line beat and the midpoint of the company's revenu

jonathan: what did micron say? plug, baby, plug. he said we can plug, baby, plug. it did not land.n have a look. it is ridiculous. how does the president of france think electricity is produced? does he nothing that europeans need to take a more pragmatic approach to energy production? lisa: it's a good point. drill, baby, drill, you get oil out. you don't just plug into the wall and get energy created. plug it into the wall. jonathan: i wish that was not a presentation. a sit-down interview and someone was asking questions. i'm not sure that is catching on. equity futures on the s&p negative by 131%. coming up -- one third of 1%. coming up, stuart kaiser, david tinsley, and kit juckes as the eu says it will counter trump tariffs. stocks a little lower going into fed chair powell's congressional testimony. stuart kaiser of citi, " inflation would be modestly negative for stocks. it might be muted by the positive inflation messaging." good to see you. . does chairman powell have a positive story to tell? stuart: i think he will try to stay as much as on script relative to the januar

smi nvidia micron western digital all on the list.e as well following that news from bill ackman on friday. speaking of gainers financials hovering around some record highs as well as we're entering a week where we will get a couple of big financial services conferences. dow's up services conferences. dow's up 126 more when we return. new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job on indeed, it's easier for talented candidates to find it. which makes it easier for you to hire them. visit indeed.com/hire >> hey, joe. we're getting our new replacement windows installed. we went with renewal by andersen. they're replacement windows are among the best in the industry. good morning. hi, don. this is my neighbor, joe. >> nice to meet you. hey, don. providing our homeowners expert installation is our top priority. we never rush details like perfectly matching your window trim style matter to us. we always clean up thoroughly afterwards. then when the job is done, we walk you th

taiwan semi we don't even talk about intel or micron or amd. we do a little but qualcomm. somewhere. but thanks matt. it's 8 a.m. on the east coast and you're watching squawk box on cnbc. i'm joe kernen along with andrew sorkin, who has some little crow's feet that i've noticed at at your age now. and i just noticed this morning because it's his birthday. happy birthday again. if you having well wishers coming out of the woodwork. thank you. everywhere on. >> my for all of the twitter birthday. >> wishes folks. >> it's. >> i hate when it's my birthday. in fact, i wasn't even here this year because. and you know what day my birthday is? >> january 6th. >> january 6th. perfect. i do. >> becky is off today. among today's top stories. apple told britain's competition regulator that some of the remedy options proposed to address concerns in the mobile browsers market would have a, in their words, a chilling impact on the company's incentive to innovate. this is in response to the regulator's investigation into the supply of mobile browsers and browser engines in the distributio

so the semiconductor stocks, in particular, names like nvidia, advanced micro devices, intel, microne premarket trade so far, driving much of that tech downside, especially for places. >> like the nasdaq and. of course, in. >> the s&p 500. so supply chains an issue. many of these chips go back and. forth as components and then finished goods between the us and china. so that's one thing to pay close attention to. the other thing that i want to focus on here is the rise in the dollar in general, not just against the mexican peso and against the canadian dollar and the chinese yuan as well, but just generally speaking. and what does that do to large. multinational companies that get a good amount of their revenues from abroad? what does that do to their earnings down the line? so those multinational effects for names like apple, caterpillar, dow components there deere. 4.5% downside ralph lauren and starbucks. some of these companies that get a good amount of exposure internationally and of course to. >> specific locations like china as well. >> but that dollar rise, what will that do