i'm joined now by pinterest.>> taking the time. >> on the heels of this better than expected report. and what's so striking to me. >> is it wasn't just that the q4 results were better. >> than expected. >> you guided. >> to much. >> stronger than. expected results in the first quarter and indicated you expect these trends to continue. what are the factors that you see driving your growth this year? >> well, you know, 2024 was a really transformative year for our business, really along two dimensions, you know. the first was leveraging ai to make really great recommendations to our users and driving engagement with our users and shop ability for our users, but then also the advancement of our ad platform as a performance ads platform that's delivering great return for advertisers. and so both those things are working really well. you saw us in q4, hit all time highs on users. our engagement is at an all time. >> high in terms of weekly. >> active to monthly active, as well as our largest ever revenue quarter. we h

so we're going to be talking about all this and more with pinterest ceo bill reddy.have an exclusive interview with him coming up tomorrow at 10:45 a.m. eastern. back over to you. >> all right, julia. thank you. julia. boorstin. dan. >> what do you think? >> good quarter. >> good guidance. that's not something we've seen a whole heck of a lot. obviously we did from meta. but you know when they talk about growth overseas or specifically in europe, the average revenue per user here that raised was up 9% year over year is $9. in europe it's $1.38. so it's growing at 12%. that's fine. but 80% of the revenues come from here in the us. so i think doubling down on the us makes a lot of sense. it's much higher margin business. so to me great balance sheet. the stock's trading up i think it's been in this trading range i think a lot of people see an opportunity for a bright spot in big tech, which is kind of been pretty mediocre over the last couple of weeks at least. the results in the guidance. >> and the expectation was that first quarter comps were going to be very diffic

. >>> let's look at point pinterest shares, turning right now by about 17.8%.the social media pin board platform for sur as passion a billion dollars in fourth quarter revenue. pinterest also announced its global active monthly users reached an all-time high of 553 million, an 11% jump year-over-year. the company said its a.i.-powered tools are boosting engagement with customers and advertisers. pinterest said users are leaning into its shoppable content, visual gift guides and vision board creation with 62% coming back to the platform more frequently. pinterest's artificial intelligence push driving investor confidence with at least 27 brokerages upping their price target on the stock following these fourth quarter results. >>> we got nothing pretty about e.l.f. shares. the cosmetics brand is down dramatically, suffering its worst day in six years after cutting its annual forecast. fiscal third quarter sales handily beat profits by 36% year-over-year, but on softer than expected january sales. the beauty brand partially blaming the january pullback on tiktok.

if tiny, little old pinterest.really strong user growth. they're up to about a $115 billion in -- 1.15 billion in sales. and monthly active users was up11% year-over-year. to see ego said, basically, our strategy is paying off. -- ceo. people are coming to pinterest more often, and it really is a focused use orer base for advertisers. if. stuart: now, we spoke earlier about amazon's earnings. the stock is down this morning, it's down 2.3%. tell me more. >> yeah. basically, guidance is what disappointed. they're looking at revenue of about $151-155 billion. analysts wanted revenue of $158 billion. again, this is the world's largest cloud provider, and and as mark mahaney said, they struggled to meet a.i. demand, and so that's hurting them a little bit until they're able to meet that. stuart: okay, the dating app tinder, i'm told -- [laughter] >> you're told. stuart: yeah, i'm told they're planning to use a.i.. you want the explain that? >> they're trying to reverse what has been a big decline in user growth, and rem

first, we are watching shares of pinterest surging. revenue for the company expected to be $852 million. they managed to push across expectations in the holiday quarter for revenue and profitability. this is bloomberg technology. ♪ at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. caroline: u.s. treasury secretary scott bessent says a lot of misinformation is floating around doge and that he personally vented the treasury employees on elon musk's government efficiency team with read access only on payment data. he sat down for an exclusive interview yesterday. >> threes -- these are treasury employees. one of whom i personally interviewed in this final-round. there is no tinkering with the system. they are on read-only. they are looking, they can make no changes. it is an operational program to suggest improvements. we made 1.3 billion payments a year. this is two employees who are working with a group of long-standing employees. >>

shares in pinterest, based in san francisco, are a bright spot today. they're up 18%.at's after beating wall street's estimates for the fourth quarter and reporting an increase in active monthly users. however, the company told investors that if its efforts for inclusivity are perceived as either overdone or insufficient, they may not be able to attract and retain talent. now the news comes just days after target rolled back its dei efforts and was sued by its shareholders for not revealing the risks of its diversity initiatives. pinterest has continued to invest in its inclusion fund, which is focused on creators from underrepresented communities. amazon boosting its investment in artificial intelligence. amazon announced plans to spend $100 billion this year. the ceo says the vast majority of that will be on ai for its amazon web services, or aws product. amazon has been investing in data centers and hardware and response to the ai boom to provide bandwidth for the increase in demand. other tech leaders such as alphabet, microsoft, and meta have also announced tens o

lisa: i don't have a pinterest page. jonathan: i was surprised by my experience.e that another time. also things going on there that i did not realize. annmarie: i have a pinterest board. jonathan: amazon delivered a disappointing outlook. growth could be lonely, and the company could face capacity issues in the cloud computing division, echoing concerns from microsoft this week. stock down by 3%. lisa: this goes to the idea if this hold has four of the six magnificent seven stocks down after reporting earnings at a time where they cannot keep up with demand, which is a great problem to have, is this the beginning of a shift, where investors no longer tolerate massive expenditures because valuations are too high? even if you have wonderful words of promises of incredible things in the future, part of this is a deepseek moment and an excuse to sell at high valuations. annmarie: you forget they had a great holiday quarter. i find that interesting because they've been dealing with the likes of shein and temu and i wonder if they can squeeze those e-commerce companies

frontier airlines surged 17% and pinterest rose 20%.onsumers, it seems, are worried about inflation. they're thinking it will rise under president trump. that's the discovery. that's the discovery in a new survey. the survey was conducted by the university of michigan. participants say they expect the inflation rate to be at least a percentage point higher by this time next year, according to the survey. the concern comes from president trump's aggressive tariff push against major u.s. trading partners. now, although the tariffs were postponed against canada and mexico, they did go into effect on china and that country responded with retaliatory tariffs on the u.s. consumers worry it will raise prices on everyday goods. the survey also notes the inflation fears exist in consumers across all age and income groups, using ai to create art. the famous auction house that is now getting in on the artificial i'm not happy with the way that pg&e handled the wildfires. yeah. yeah. i totally, totally understand. we're adding a ton of sensors. as

pinterest and affirm holdings, each of those stocks up 17 to 23% on better than expected results. pinterest growth and active users affirm holdings gross merchandise volumes surging, so keep an eye on all of these names. it's not all about amazon, but certainly these names here are not enough to counter that massive move in a mag seven name. i'll send things. >> back over to you. >> big movers today, tom. thanks. >> a smaller one, but. >> on a potentially big story, check out shares of u.s. steel, which are at session highs, up about 2% right now after. >> president trump said. >> he hasn't changed his mind, but will. >> discuss the nippon steel. >> deal with japan's prime minister. >> it comes as. >> cbs news. >> is. >> reporting the. >> president is considering allowing nippon to. complete its $14. >> billion deal to buy u.s. steel, ticker x. >> those shares had plunged briefly 8% before now moving higher, broader, more broadly, stocks are falling after that strong jobs report has dashed hopes of any additional rate cuts from the fed. we added 143,000 jobs in january, a little l

musk's lawyers added several new defendants to the suit, including lego nestle, pinterest and show international. >> i'm trevor shirley in washington. president donald trump now says planned tariffs on mexican goods won't go into effect tomorrow as planned. but it's not clear whether or not the same can be said of the tariffs threaten on canada nice to meet ya. my name is david. i've been a pharmacist for 44 years and i'm from flowery branch, georgia. when i have customers come in, i recommend prevagen. number one, because it's safe and effective. does not require a prescription. and i've been taking it quite a while myself and i know it works. and i love it when the customers come back in and tell me, "david, that really works so good for me." makes my day. prevagen. for your brain. >> today, president donald trump held off on his tariff threats against mask mexico for one more month so they can negotiate a little bit more tariffs against canada china are still slated to go into effect tomorrow. our washington correspnndent trevor shirley has more. >> president donald trump says he's making hea

musk's lawyers added several new defendants to the lawsuit, including lego nestle, pinterest and shell international and 709. and a marin county sheriff's deputy ended up shooting at 2 dogs because they were attacking. >> a group of people. this happened saturday in sassoon city near the salvation army community center. an off-duty deputy. heard cries for help and then he saw multiple people being attacked. one dog was killed. the other was injured and the sheriff's department says that that deputy really had no choice berause of the severity of the tac limited resources. time was of the essence. it was just the only thing they could do. >> in the north bay fire fighters and filet or asking for the public's help. now after a fire broke out last week, that fire started about 6 in the morning on january 31st near washington and children's wonderland park. when crews arrived, they found a building in flames and they work to put it out. now, investigators want to see any video taken before or right after firefighters arrived. got me doorbell video or security camera video. it could help th

they now include lego nestle, pinterest and shell international. a 20 on the clock. california superintendent tony thurmond is assuring that the california schools will continue to protect students from discrimination. this follows the u.s. department of education's rollback of title 9 protections for students based on gender identity. that happened friday thurman said, quote, while federal guidance devolves our commitment to safeguarding the rights of all students persists and quote. >> a 21 and san francisco is trying to get rid of parvo. there's a big outbreak among dogs specifically in the tenderloin and so they're hosting the first of 2 free clinics today to give dogs vaccinations. parvo is a highly contagious illness and it can be deadly for dogs. the virus is spread through contaminated droppings. so the spca is going to have these vaccination clinics. they'll be today. and then on march 3rd. and that's going to be held at the golden gate greenway on golden gate avenue near jones street. they'll be giving the part of vaccine as well as flea control de warming

post-earnings moves from pinterest, affirm and expedia.ll three names have double digits after posting their results on thursday. and finally, meta locking in a 15 day win streak. the tech titan, up nearly 17% since the run began back on january 17th. meanwhile, tesla falling more than 3% after reporting that its ev sales in china fell sharply in january. this amid reports that the eu is set to lower tariffs on u.s. autos in a bid to avoid a trade war with president trump. phil lebeau joins us with all the details. hi, phil. >> hi, courtney. >> let's start. >> first off with the. >> sales in china, which were not good in the. >> month of. >> january for. tesla in. comparison to their competitors, they. >> were really not good. tesla down 11.5%. byd up 47.5. keep in mind. >> byd sells. >> not only electric vehicles. but a larger percentage of their sales are hybrid vehicles. nonetheless, they were up. >> 47.5% in. >> terms of the global ev sales race. yes, tesla. was number one. last year. not by a lot, but. >> still number one over byd. >>

we're going to start off with pinterest.s they're surging ahead of the open after delivering a q4 earnings beat, showing an 11% pop in monthly active users. that was ahead of estimates. quarterly sales also hitting a new milestone, topping the $1 billion mark for the first time ever. shares up just about 21.5%. ceo bill reddy will have much more on the quarter coming up at 10 a.m. eastern in a cnbc exclusive. elf beauty shares. however, they are sinking after trimming its full year outlook, citing softer than expected trends in january. executives say those trends are part of a broader industry slowdown and a result of what they're calling distracted consumers. shares of elf are down just about 26.25%. the company's ceo. he spoke with our jim cramer on mad money last night. >> the december period was highly promotional. sometimes you have. >> like this consumer. >> hangover after they loaded up on a lot of product. >> in december. >> now we're not promotional. >> the industry was. >> and you sometimes have a trough after tha

and pinterest shares are sharply higher this morning. fourth quarter revenue was above estimates, and the guidance range for the current quarter for sales, mostly above expectations and monthly active users grew 11% all the way to 553. a million global revenue revenue per user came in at $2.12, and that was $0.03 above estimates. company ceo is going to be at squawk on the street at 10:45 a.m. in a cnbc exclusive interview. >> shares of. >> elf beauty. >> are plummeting. >> the company. >> cut its full year guidance. after seeing. >> a 36% drop in. >> profits and. >> softer than expected sales trends. >> for the. >> month. >> of january. >> revenue for the holiday quarter did beat estimates, but earnings of $0.74 a share missed by. a penny. the company's ceo. >> spoke to. >> jim cramer on mad. >> money last night. >> there's two. >> things that happened. one is the. >> december period. >> was highly promotional. sometimes you have like this consumer hangover after they loaded up on a lot of product in december. now we're not promotional.