sara eisen is at the city tmt conference in pebble beach.n the past hour. coming up, what comes next for the market following the fed's most recent rate cuts. stocks trying to continue their move higher following their big rally. >> plus, our big line up of industry leaders continues this hour. we'll sit down with the ceos of nasdaq, palo alto, and t-mobile, their post election reaction, future of regulation

. >> i was talking with the ceo of nasdaq on friday when i was at the pebble beach conference, not just&a and more sponsor activity, but ipos as well. just the entire capital markets outlook has improved. >> they can hope for that. i think there's other things weighing against it. we've talked a lot about that, including the incredible growth of the private markets that just enable companies to stay private longer. yes, there are going to potential potentially be more, but i don't see why this year would have been any different. >> there were questions about the election and whether we'd get a certain result and which way it would go and not only did we get a certain and decisive result, but it went in the way of the market. the deregulatory agenda, you talk about it with m&a. every ceo is talking about it in their respective sector. i spoke to a cyber ceo, a telecom -- >> but will that lead to more ipos? >> i think the general animal spirits kind of nature of a -- the regulatory environment over the last four years, having democrats in charge of -- we talk a lot about the ftc, but ther

as we go up into marin, let's go down to pebble beach.ou want to show your friends and family highway seven, that 17 mile drive that is gorgeous. but the skies could be a little cloudy today as i talked about earlier, we are looking at some of those high clouds rolling around some subtropical moisture. we do need a jacket, so let them borrow one as that. those temperatures only around the mid 60s. now i do want to check in in the traffic situation again because we continue to follow that fatal crash. eastbound highway four that happened in pittsburgh. this was started at the railroad avenue offramp, but after we got notice of that fatality, crews had to hurry there to the scene. and they've closed the stretch there. back into bay point and bailey road. they're trying to work everything out, but i think it's going to take them about two hours or so. so we'll continue to watch those areas of yellow there on your screen. that is that dense fog advisory through parts of the central valley. so be careful with that. if you're heading in that di

i look at pebble beach, where all the networks had their tents set up.ore reporters there than i have ever seen in my life. when you look in at the pool reporters shouting at trump and biden, it was noticeably at a higher fever pitch, one i have not heard in four years. >> sandra: that is obviously something that you probably have a much closer observation in comparison of. this is an important moment. remember this as you head into thanksgiving. there is so much editorial out there about how rough it will be for so many after this election, a tough one for so many. people are seeking therapy, meditation, medication, whatever it is. remember this moment. this is an incredibly important moment. i don't mean to underscore how important it is by making a joke like that, but this is an incredibly important for the country and the world to see this peaceful transition. in fact, i just pulled up the words they exchanged there. present bite and said "maybe we can make sure we accommodate what you need." that is incredibly important. after all those two went thr

>>> programming note for tomorrow headed out west to citigroup's teleconference in pebble beach, californiaeo, both of them are on "squawk on the street" this hour. also, ceos of nasdaq and palo alto and t-mobile. it will be a good chance to get a first response to the election and a lot going on there with generative ai and all the transformation. it has been a busy day for earnings and street calls. dom chu tracking some of the movers. >> some of the key analyst calls out this morning. tesla shares up 1% or so after bank of america raised the stock's price, and it was up 15% yesterday after the donald trump victory. arm holding shares after the price target increase at jpmorgan, and barclays. keep an eye on that one. on the flip side, jpmorgan lowering elf beauty and reiterating the overweight rating on the stock. this comes as the company's recently quarterly report shows a 40% jump in shares. and qualcomm, up 2% on the back of a strong fourth quarter earnings report. jpmorgan's price target sits at 200 with the overweight. >> thanks for that great roundup there. >>> let's look at the wh