i want to start with oracle. >> i think oracle is one of the new, hot names in a.i. that came out of nowhere. it was almost like an ibm, an oracle kind of fell to the wayside, and everything was about chatgpt and microsoft and google, and here we are. they're taking leadership in a.i. cloud. they use a.i. through nvidia within their services. they're increasing subscriptions, and they're also getting all of this government funding potentially as part of stargate, the $500 billion investment. charles: right. >> $100 billion being deployed right away. it's one of the key players in a.i. infrastructure, and i think it's valuation wise manager to look add. -- something to look at. charles: it's still relatively cheap. compared to some of the other high flyers. >> it sure is. charles: all right, this is a stock that's been absolutely on fire, vistra. even though this stock has made a humongous move, you see a lot more upside. >> what because this remind you of in that last chart on palantir. nobody thought vistra many 2023, and all of a sudden a.i.'s all the change, the c

i was interested in what your thoughts are on oracle. i've been acquiring, you know, shares over time. right. dollar cost averaging. and it's been kind of flat for the last five months or so. so i was wondering what your what your thoughts are on it. >> well i mean oracle had this gigantic move. i mean just huge. and everyone thought that it was just terrific. and then what happened, frankly, is that we got all the great news and now we're waiting for more great news. and i don't see any more great news. i think you have to wait until they report. and when they report, they're going to have to have something really special. but it's not until march 11th, i think you'll be buying time in the stock for now. i want to go to bill in massachusetts. bill. >> jim, i just wanted to say thank you for your honesty and your integrity when it comes to the stock market. i really do enjoy it. >> thank you. you got to put yourself out there and say the good with the bad. and i say a lot of bad. i say a lot of things i made a mistake on. i think that's

you like consolation and dominion, oracle.chovershadowed by deepseek. you like oracle and marvel? >> yes, and -- marvelle and this shakes umm for the u.s. and pushing through and maintaining their dominance in ai and spending is going for the next stage of ai and calling it generative ai and i'm not including for the technology and from what i can gather, this will have legs to it. charles: the final say, because of robot and ai taking your job, that's different. ayesha, thank you very much. talk to you again soon. >> thank you. charles: earning season, forget about it. it's off to a very strong start. and, well, earnings do very, very well, that means fundamentals are doing well and shifting through new opportunities, particularly when there's a lot of noise. one of the best to help us. vance supp suzuki is next. ♪ known for creating memories. no one wants to be known for cancer, but a treatment can be. keytruda is known to treat cancer. fda-approved for 17 types of cancer, including certain early-stage and advanced cancers.

i want to bring in because oracle has had place of what aubrey have facilities already run the programthe show went back to earlier that the v.a. to special but not unique. we've got to get out of the unique this at how is it different than largest health organization like this that there are not better ways we can do? dispatches and medical health records. we cut look for better ways. >> a lot of discussion about the mission act and community care. i all for it under the appropriate circumstances but not at the expense of creeping elimination of the veterans health care system. i believe i heard you say earlier you remain committed to v.a. healthcare in addition to community care where appropriate, is that correct? >> you heard correctly. i believe there will always be if the health care for veteran. what we have to do is make sure we are adapting and making sure we're giving the care as authorized to make sure we do it in a way that is appropriate to the veteran. it stole still overtime ie situation spacing specit parts of the country where we have to have the veterans do the mission

there will be concerts at pier 48 that's behind oracle park. all star activities at both arenas, and a fan fest at moscone center. the all star weekend alone is expected to bring an estimated $350 million in revenue to san francisco. the game is on february 16th. the weekend starts on the 14th. as many people are celebrating the lunar new year and ushering in the year of the snake, one east bay city is holding its first chinese new year parade, and that's happening today. people in hercules will have their chinese new year celebration with lion dancers, dragons, school marching bands, and miss asian global princesses. this is all being put on by yee's martial arts lion dance group and the hercules chamber of commerce. the parade begins at 1 p.m, starts at refugio valley road, and goes to the hercules community center. and trending this morning, the countdown is on to the super bowl. and while the niners didn't make the big game this year, a puppy named after one of the niners will be taking center stage at the puppy bowl. meet deebo samuel. he

at oracle arena. the event is open to the public. it's free, but attendees are required to register ahead of time. we look today and found there are currently, unfortunately, no more tickets available. scammers are harnessing the power of ai to go after bettors ahead of this year's super bowl. that is the word from security experts. one strategigist at guidepoint security tells us criminals are using ai to generate even more realistic looking, but fake online gambling sites, and they're doing it with greater ease and speed than in years past. those fake sites allow you to set up an account, deposit money, and even place a wager. but when you go to collect your winnings, your money and account no longer exists. and in some cases, the site itself has disappeared. with ai, it makes it essentially available to everybody. so someone you know, you generative ai can create realistic websites, create realistic phishing attacks. so email attacks, it can do all sorts of things and it can do it with, you know, in minutes where maybe, you know,

[ambient noise] >>> this afternoon, hundreds of fans gathered at oracle arena to remember rickey hendersonf steel. a month after he passed away suddenly, the oakland native hall of famer holds the all-time record for stolen bases at 1406. a record many believe will never be touched. we spoke with fans who said the hometown hero will never be forgotten. >> i have to be here today. he was a big part of my life when i was little and growing up with him . i had to be here and pay my respects for rickey. >> he had that swagger. it was one of the best things about him. no one will break his stolen base record ever. >> rickey was on the a's when they meet the giants in the 1989 world series. he was 65 years old when he died. >>> one day away from the biggest night, the 67th annual grammys are tonight in los angeles. the bay area is well represented. the legendary metal band metallica, east bay rock brand green day and san francisco tenor nicholas pawn. musician taj mahal. surprisingly, you can catch the grammys on cbs news bay area beginning of 5:00 on kpix streaming on paramount+. >> we do predi

oracle has had, you know, places where they already had facilities already running the program.it is the issue that i went back to earlier. the vas special, but not unique. how is it different than the largest healthcare organization if they are not better ways that we can do it. we have to look for better ways all across. >> that is exactly my point. a lot of discussions about the mission acting community care. i am all for it under the appropriate circumstances, but not at the expense of a creeping elimination of the veterans health care system. i believe i heard you say earlier you remain committed to va healthcare in addition to community care where appropriate is that correct. >> you heard correctly because i believe there will always be va healthcare for the veteran that comes out. i believe we have to make sure that we are giving the care as authorized by this body to make sure that we do it in the ways that are appropriate to the veteran. we have to have the veterans to do the mission and what the intent was when we passed it. >> you mentioned you had not read project 20

market slum shop, lee is terrace imposed upon us prison. donald trump for gift is of a trade hor plus oracle and who saw one northwest and. * 150 feet, half gallery fissions all facing the pool. taishan. i'll tell you how the nor any flights and just stay in focused on but the flight pushed. i'm using a lot. i'm devin asked with the sports also thrashing manchester city. 51 to close, the gap from lead is livable, i'd say right to the front really high to like the house or 15 months is bombardment, force displacement and stones ation. the number of palestinians killed by these ready military and cancer has been revised to more than 61700 bets according to the government information office and tied generations had been wiped down by the war. or does that, how about the has the compatibility about the oxide? i mean, the war has killed over 61709 people. 47487 have been hospitalized. while 14222, remain missing under the rubble or on the roads, the number of injured has exceeded a 111588 more than 6000 detainees have been subjected to brutal torture. with dozens dying under torture. over 2000000

sitting in the president's eyeline — wealth fund. of oracle, larry ellison. it's got www;wz” to it.e§e;iee - president has _ concerned about that?ete§e;iee - president has his - concerned about that?,ete§e;¥e - president has his ear. - the president has his ear. you maybe it is the know, maybe it is the reverse. i really don't have an explanation - i really don't have an explanation for - i really don't have an explanation for that. i think it shows _ explanation for that. i think it shows that _ explanation for that. i think it shows that president - explanation for that. i think- it shows that president trump's willingness _ it shows that president trump's willingness to _ it shows that president trump's willingness to move _ it shows that president trump's willingness to move forward - willingness to move forward and, _ willingness to move forward and. again. _ willingness to move forward and, again, - wait - willingness to move forwardl and, again, - wait and wwwww see. it was certainly interesting - see. it was certainly interesting to- see. it was certainly interesting to see

to dod they have actually worked on that with oracle. but really the issue is from community to entity. sen. tuberville: thank you, mr. chairman. >> thank you, mr. chairman and i want to welcome the witnesses for being here. our family numbers and caregivers. thank you for standing by your husband. as far as dav you hold my power of attorney as well. [laughter] it says something. and, mr. eaton, there might be a conflict of interest. mr. eaton, i think i was the first female patient to receive one of the backpacks that wounded warrior project handed out at walter reed. i think i was one of the first. unfortunately, it had jockey shorts, socks, and a shaving kit. [laughter] none of which i could use, but my husband thanks you for them. the kids are much better now because they are now what the presence of women they took my advice and readjusted. but certainly the wounded warrior project was there for me early on. i do want to take a moment to bring attention to the outrageous eeo that donald trump signed last night and my colleagues touc

is what you see us do in america, that beautiful data center that you just showed abilene, texas oraclets of jobs but you also have to reskill people, right, to make sure they understand how to use it best. of the what about what about this -- tariff story we've been covering all morning, president trump truck deals with canada and members, 25% tariffs pausing 30 days china retaliating against united states imposing 15% tariff on coal lng 10% on crude oil farm equipment to go into effect february 10, what impact do tariffs have on the ai sector? >> yeah. so back to way said a moment ago my job is to make sure we have the best compute best performance, reduce latency, but also getting best possible price, so, going to continue to push us to look for, for example, putting down more roots in the united states where we can stay cost-effective that is what really on my mind when it comes to tariffs at the moment. >> sara your take on nvidia describing chinese mold evidence how nvidia chips power advances in ai according to "the wall street journal" ceo told trump the public he overreacting t

and what does that oracle tell us? i think maybe, simply this, we have been given the most brilliant constitution every devised to constrain the worse impulses of human nature, but even that brilliant document will not protect us if we do not inhabit positions of great responsibility with people worthy of them, with people who view our system of checks and balances not as a weakness to overcome or to overrun but as a source of strength, who view the domestic order who -- to take secretary mattis's words, conducive to our prosperity and values, we need an attorney general who will be strong when the president seeks to turn this institution a rubber stamp, when the president seeks to empower elon musk, when the president ignores our allies and emboldens our enemies, when the president targets those in government who did their job to investigate crimes and malfeasance in order to exact vengeance, vengeance apart from self-enrichment, the president's only motivation, vengeance. donald trump is hoping that in the chaos of h

. >>> on saturday afternoon, hundreds of fans gathered at oracle arena to remember a's legend rickey known as the man of steel. henderson passed away suddenly in late december. the open native hall of famer holds the all-time mlb record for stolen bases at 1406. a record that many people believe never will be touched. we spoke with fans who say the hometown hero will never be forgotten. >> i have to be here today. ricky was a big part of my life when i was little with the 1989 and growing up with him with the ash brothers. i had to be here and pay my respects. >> he had that swagger about him and that was always one of the best things about him. no one will ever break his stolen base record, ever. that is done. >> ricky was on the a's remedy the giants in the 1989 world series . henderson was 65 when he died. >>> the time is 6:26 on the sunday morning. coming up, president trump imposes tariffs on three of america's biggest trading partners. the specific levies that take effect in two days and how the affected countries already responding. >>> secretary of state marco rubio lands ove

hundreds of fans gathered at oracle arena to remember rickey henderson, also known as the map of steelh after he passed away suddenly. he holds the all- time record of stolen bases at 1,406, a record many believe will never be touched. we spoke with fans who say the hometown hero will never be forgotten. >> i have to be here today. rickey was a big part of my life in '89, growing up with him and the bash brothers and dennis eckersley. i had to be here to pay my respects. >> he had that swagger about him. no one will ever break his stolen base record, ever. that's done. >> a true, true legend. rickey was on the a's when they beat the giants in the 1989 world series. he was 65 years old when he passed away. >>> time right now is 6:26. rain impacting homes in daly city. we check in with neighborhoods who say they are literally living on the eblg. the passing of prop k could lead to a recall election. we speak with the neighborhood's supervisor and some of his disgruntled residents. how about a live look outside before we head to break. it's monday. time to get up and at it. maybe you're o

oracle ceo larry ellison, for example, was at a big white house event in week one, but then went on to in that stock slide. i mentioned, at least on paper, losing 20 billion in a day is a good sign. you have a ton of money. meanwhile, new reporting on elon musk trying to take his twitter game plan and apply it to the entire federal government. he has stormed into washington. the new york times reporting that musk shows up in person at these agencies and is trying to sort of twitter fight the federal government, installing some of the very same executives who ultimately cut not a third or half, but actually 80% of that company's staff, millions of federal workers received an unusual offer this week that, again, like so much that we're covering, might be part messaging, part bluster, given the rules on federal workforces, but also could matter, they were told in language eerily reminiscent of twitter layoffs, that they'd reached a, quote, fork in the road, and they were being encouraged to resign and get some longer payment through about the fall if they did. indeed, it was the same quot

shows will run from november 20th to december 21st at oracle park.ts are available now for club cirque members. general sales begin monday. starting today, you can celebrate valentine's day at starbucks. >> yeah, the coffee company is bringing back two drinks for the holiday special. on the left is the chocolate covered strawberry cream frappuccino. it's a blend of strawberry puree, chocolate chips, milk and ice. it's topped with whipped cream and a mocha drizzle. and then on the right is the chocolate hazelnut cookie cold brew. it's made with starbucks cold brew vanilla sirup and topped with chocolate hazelnut flavored cream foam and chocolate cookie crumbles. both are available for a limited time. i thought they were going to say like two for one, just two drinks. >> they certainly are. i also thought that we were trying to get into simpler drinks for these baristas to make, because they said that they were. >> to say the name. >> that doesn't look simple. >> no. >> but you know, if you like it. >> those are dessert. let's be very clear. >> absolut

the wall street journal, not exactly a left wing oracle put up on the screen.here's their lead editorial. they say if this takes place, this will be the dumbest trade war ever. aren't we going to bear the cost for whatever tariffs he's imposing on them? and won't it be for tat where they respond in kind on orange juice or bourbon, which is what the canadians did the last time? >> well, i will tell you that the cost of the american people for rampant illegal immigration and for the illicit drug trade that has started with precursor materials in china to fentanyl being put together south of our border in mexico and then trafficked into into the united states. those costs have been significantly more damaging to the american people than this proposed possible trade war. at the end of the day, what president trump is doing is that he wants china and mexico and canada to take our national security interests just as seriously as they take theirs. and when it comes to fentanyl, let's be very clear. the precursor material is from china. the tablets are assembled in mex

wasn't oracle and walmart? -- was it it oracle and walmart?et a cut for brokering the deal. does that even work? lisa: they will getting cut from it? no, it doesn't work. are they going to borrow it for .5% and invest it? full of from certain levees? is this where the tariff money will go and invest in tiktok's potential acquisition by somebody else? jonathan: back at work. lisa: free ideas here. jonathan: elsewhere, benjamin netanyahu set to meet with president trump in the oval office at 4:00 p.m. eastern to discuss the ongoing truce in gaza, which trump's middle east envoy wants to make permanent. lisa: there have been a lot of changes going on with israel given the fact the hostages have come back. there is a hope among a lot of people in israel to continue with the cease-fire, also in gaza. big questions about who could come into gaza, some sort of two state solution. donald trump has been aggressive saying maybe they should all move to another country. there's been so much pushback to that. a lot of anger on the part of allies in the mid

and i will note for you guys that larry ellison, co-founder of oracle, was in the room for this conversation there as well. so something to watch as we continue to wait and see what's going on with tick tock guys. >> that's interesting. larry. >> there's a. lot there. yeah. >> megan. thanks. appreciate it. megan costello. >> you also wonder what the relationship is between howard lutnick and scott. bessent in treasury and commerce. just kind of we're going to go to steve liesman in a second just to kind. of recap what. we heard there at the top, the sovereign wealth fund. i want everyone out there listening and watching to understand what we're talking about. and correct me if i'm wrong. >> well, let's see what we're talking about. >> i actually don't know the details. i'm going to make it up. >> but what. >> we know about sovereign wealth funds is this to kelly's point, you sell or you. >> sell. >> something, you raise money. and with those that money, you buy stuff and then you hopefully make. >> money investments. >> for the citizens. >> so if you have a lot of oil, look what alaska has d

they may act oracle, but they're usually phoning it in angeles or beyond.er 40 years, we've been helping people of this community, and we're here for you. now get berg one 800 400. berg. >> save up to 80% at the jewelry exchange. quarter carat studs 69. huggies 149. tennis bracelets 599 per carat, two carat, three stone rings or studs 1990 guaranteed to appraise for double factory direct the jewelry exchange, redwood city. >> now from abc seven mornings. >> good morning. i'm amanda del castillo from abc seven mornings. let's check in with gloria for a look at that wet commute. >> good morning. if you are driving this morning, roads are slick out there, so be extra careful. give yourself a little bit more time and drive a little slower. this is a live look at our oakland 880 camera. we had a lot of reports of incidents this morning on the nimitz freeway, and right now you can see that vehicles are driving very slow on north 8880 heading towards the bay bridge. so again, just be extra careful this morning drew. >> good advice. gloria live doppler seven has be