financial services firm, raymond james.nding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ ♪ ♪ ♪ announcer: funding for presentation of this program is provided by... woman: a successful business owner sells his company and restores his father's historic jazz club with his son. a raymond james financial advisor get to know you, your passions, and the way you bring people together.

financial services firm, raymond james.ncer: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ ♪ ♪ ♪ announcer: funding for presentation of this program is provided by... woman: two retiring executives turn their focus to greyhounds, giving these former race dogs a real chance to win. a raymond james financial advisor gets to know you,

financial services firm, raymond james.funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ anchor: anything -- good evening. tonight, mike johnson hangs onto his speaker's gavel in the u.s. house, but a razor thin majority means more battles ahead. people in new orleans try to return to some sense of normalcy as law investment -- endorsement continues to investigate the at

financial services firm, raymond james.er: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. i'm amna nawaz. geoff: i'm geoff bennett. firefighters in and around los angeles struggled to control multiple raging wildfires, fueled by high wind and forcing tens of thousands of people to evacuate. amna: the united states announces another

financial services firm, raymond james.: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. geoff: good evening. i'm geoff bennett. amna: and i'm amna nawaz. on the "news hour" tonight -- >> if this deal is not done by the people representing our nation, by the time i get to office, all hell is going to break out. amna

financial services firm, raymond james.: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ ♪

financial services firm, raymond james.er: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. amna: good evening. i'm amna nawaz. geoff bennett is away. on the “news hour” tonight, the fbi now says the new orleans attacker acted alone, but was inspired by isis. what we know about the suspect and his path to radicalization. we examine the complex legacy of president biden's 50 years in public office as he prepares to leave the white house. and two-year colle

financial services firm, raymond james.: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ ♪ ♪ ♪ announcer: funding for presentation of this program is provided by... woman: a law partner rediscovers her grandmother's artistry and creates a trust to keep the craft alive.

financial services firm, raymond james.funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ laura: good evening. i'm laura barron-lopez. geoff bennett and amna nawaz are away. on the "newshour" tonight, new year's celebrations turned to horror. a driver tore through bourbon street in new orleans, killing and wounding multiple people in what's being investigated as a terrorist attack. after decades of work, jimmy carter's goal of eradicating a tropical disease appears within reach. we examine the lasting global health legacy the late president leaves behind.

financial services firm, raymond james.nding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ ♪ amna: good evening. geoff: on the news hour tonight as emergency crews rushed to contain catastrophic wilir

financial services firm, raymond james.funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ ♪ amna: good evening. geoff: on the news hour tonight -- with vice president harris presiding congress -- under the long shadow of the capitol riot four years ago today. amna: justin trudeau and he is resigning ou

financial services firm, raymond james.funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. ♪ amna: good evening. i'm amna nawaz. geoff: and i'm geoff bennett. on the "newshour" tonight, with vice president harris presiding, congress formally certifies donald trump's election victory, under the long shadow of the capitol riot four years ago today. amna: canada's prime minister justin trudeau announces he's resigning, amid mounting public disapproval.

financial services firm, raymond james.: funding was also provided by, the freeman foundation. and by judy and peter blum kovler foundation, pursuing solutions for america's neglected needs. ♪ ♪ ♪ ♪ announcer: get the free pbs app now and stream the best of pbs. geoff: good evening. i'm geoff bennett. amna: and i'm amna nawaz. on the “news hour” tonight, devastating los angeles wildfires burn thousands of homes and buildings, force residents to flee, and stretch emergency resources to their limit. geoff: former president jimmy carter's life and legacy are remembered as he's honored with a state funeral at the washington national cathedral.

washington policy analyst at raymond james. and you just heard some of those sound bites from sara's panel. i want to get your take on what you heard. >> i thought that was fascinating, frank, because you could see both really driving their own agenda. so let's start with larry fink certainly wants to make sure that he's giving donald trump credit for a deregulatory agenda. credit for kind of building things in the united states. but what does he want? he wants less regulation. he wants the ability for private credit to be unleashed. there's certainly a part of that agenda that donald trump is pursuing. and when i talk to folks in and around team trump, they tell me the thing that he wants the most is things to be built in the united states. and we're certainly seeing that. and when we look at bank regulation taking off the reins of banks and on private credit through the deregulatory push that we're largely going to see through the courts is absolutely in his purview. now we go over to christine lagarde. europe really did not

i am joined by the global head of private capital advisory at raymond james.nk you so much for joining us in the studio. we have seen a reversal in terms of the mood in the sentiment across these markets. even european futures are pointing to gains after a solid day yesterday. inflation bump is out of the way. at least for now. on some metrics nearing story, a look at the banks or luxury space. was the last few weeks, the start of the year the wobble we have seen in these markets on high yields, is that now in the background? >> i don't think it's in the background, i don't think we are out of the danger zone when we look at the rest of 2025, i think it's a reprieve for how long the earnings season is off to a good start, so if it holds up, we have the equity markets having more rallies. however, there is much downside is there is upside, given where u.s. equities are today. the volatility story continues, do we have a reprieve, yes, for how long, to be decided, there is risk that the fed is on pause. there's also risk the fed might hike in 2025 of the picture

de hecho, como tampa es una zona donde los patos abundan y es normal que en el raymond james stadiumtu frase. una frase popular en inglés. pero bueno, esas fotos quedan de recuerdo. seguramente 2 fanáticos no? y además a nivel nacional, en frente de un montón de personas. y realmente si es para para el recuerdo, esperemos que que como la galleta se mantenga la galleta de verdad, no se haga migajas. ese matrimonio. exacto, quiero ver las fotos ya después. ojalá también se hagan públicas. gracias carlos. nos vamos a la pausa. pero al volver. hoy se llevó a cabo el famoso desfile de las rosas al sur del estado y una banda de nuestra región formó parte en breve los detalles. y también recuerde que puedes seguirnos en medios sociales que ve en pantalla y también telemundo48.com. de hecho, está disponible en todas las. los dispositivos iphone, ipad, android, así que puede este uno de enero junto a nuestra comunidad, que año con año lo reciben las calles de pasadena y el tradicional desfile de las rosas. allí estuvo nuestro compañero balbino avilés. nos tiene el resumen. con buena actitud y

her name is raymond james. and she's pounds 18 and half inches. joining us live is rylands mom, sofia greenwell and family. and look how cute. sorry if i just greece really loudly and you're here as a recover. >> look yeah. thank you for joining us. especially given the circumstances. >> no problem. we have no idea that she was going to be born exactly. at 12 o'clock lake. >> and that was it right? due date originally. her due date was january 10. so this was a big, early surprise for you. but everyone's doing okay. happy about that. >> yeah, everybody's doing ok, we get to go more on that a little bit. she gets to go with her 4 siblings that are at home. we have for other girls. wow. >> outfit. that's that's amazing. you know, is a lot of girl off and the so she's beautiful. she's healthy. look at her right there. have you talked to other mothers about being born on the first day, the new year? >> no, no, i have. and i didn't even know that it was such a a big, a big a big celebration because some people are like. >> i'm gonna you know, my resolu

raymond james, how sweet was born at exactly 12 a.m. at kaiser san leandro medical center. the 8 pound bundle of joy joins four older sisters. and on the peninsula, baby rania zhang was born at 247 this morning at lucile packard children's hospital at stanford. rania is her parents first child and is also the first grandchild in her family. huge congratulations to both families. what great stories to come. well, thanks so much for joining us everyone. happy new year i'm dion lim. we'll see you in about 30 minutes for the news at six. z's bakery is looking to add a pizza oven, arissa's hair salon wants to expand their space, and steve's t-shirt shop wants to bring on more help. with the comcast business 5-year price lock guarantee, they can think more about possibilities for their business and not the cost of their internet. it's five years of gig-speeds and advanced security. all from the company with 99.9% network reliability. get the 5-year price lock guarantee, now back for a limited time. powering five years of savings. powering possibilities™. comcast business. >> mary

savi syth of raymond james, thank you for your time. stories elsewhere this morning. sonali: looking at american express posting a 12% increase in profits for the fourth quarter. consumers spent more than expected over the holidays, with transaction volumes on credit cards and other products issued by the firm rising by 8%. fourth-quarter net income came in at 2.1 7 billion, slightly missing estimates the company expects full year revenue to grow between 8% and 10%. watching novo notice, rising european trading after the pharma company reported strong results for its weight loss injection. new experimental shot delivered as much as 22% weight loss in an early stage trial, boosting investors hopes for the drug pipeline. the shot combines two mechanisms for weight loss in a single molecule, unlike the previous treatment. novo is also studying a pill version. and kendrick lamar will have company during the super bowl halftime show. he revealed that frequent collaborator sza will join him during his super bowl performance. this will mark sz

raymond james tavis mccourt is here to look at that for us today. vc bradley tusk on why it's going to be hard not to use deep sea cybersecurity ceo. >> ivan sarine is back to talk about the hack and how deep sea got so good so quickly. and deirdre bosa, who is all over this story before everyone else. welcome to all of you, bradley. >> i just thought it. >> was interesting what you said about people using this model. by the way, i tried i tried. finally to download it this morning and couldn't. maybe that's because of the hack, but what's your experience been and what do you think? you know, the take up ultimately will be here in the us of this chinese offering. >> yeah. >> i mean, look, as an early. >> stage venture. >> investor. >> there's no such. >> thing as investing in a. >> company that. >> isn't either. >> an ai. >> company or. >> using ai in some way. >> or. at least. >> has an. >> extremely good reason if they're not. but if they're using. >> ai in. >> some way, then the cost obviously becomes very material and really important. >> and us

matt orton joining us here in studio from raymond james. thank you very much.zon closing all of its warehouses in quebec laying off hundreds of workers in the canadian province. we'll dive into that. and why next. >> in the bond report is brought to you by pimco, a global leader in active fixed income. >> in a world. >> of. >> seismic change. >> will your business. >> shape the future. >> or be shaped. >> by it? >> how will we capture the imagination of tomorrow's consumers? overcome operational constraints to focus on future growth and harness technology and ai to power entire industries? with the full spectrum of services across sectors, we're all in to shape the future with confidence. >> good morning everyone. >> ready for the big meeting? >> i have. >> to. >> write this project plan. >> i just need to reply to 40 emails. >> linda. oh, there they disappeared. too many emails, messages, docs. that's why i have grammarly. it's ai that helps me write faster and better everywhere. it just cleared it for the whole company. >> it was lost. >> in the doc. >> gramm

the mobile payment company, shares up after raymond james upgrades the stock to an outperform, the analystre says the value of all trend actions could accelerate to double digits this year. ashley: president biden block to the takeover of us steel, grady trimble at the white house this morning. what is biden saying about this? >> president biden is blocking the deal because he says steel production that powers us infrastructure, the auto industry and defense should be controlled by a us company. 's statement in which he says we need major us companies representing the major share of us steelmaking capacity to keep leading the fight on behalf of america's national interests. this acquisition would place one of america's largest steel producers under foreign control and create risk for the national security and critical supply chains. even though japan is an ally and nippon steel allow the government to veto reductions to the company's steel production biden has chosen to reject the $15 billion takeover. shareholders of us steel approved the deal because leadership in the steelworkers union

raymond james upgrading block to outperform.tion is attractive despite the stock's recent run of 30% over the last three months. >>> time for the global briefing. south korea officials halting the effort to arrest impeached president yoon at his residence after law enforcement officials went to the home to serve an arrest warrant which is valid until monday. here is a live picture outside the president's residence in seoul. the move coming one month after yoon shocked the country by declaring martial law only to lift it six hours later. it is unclear if officials will make another attempt over the weekend. >>> and the mainland index closing out the worst week since 2022. bonds hitting record lows. this after the central bank is looking to cut the key interest rate at the appropriate time this year. including smartphone subsidy. >>> china is ramping up a months long tit-for-tat trade with the united states. eunice yoon is joining us with more on that story. good morning, eunice. >> reporter: frank, it looks like china will keep e

raymond james lifted price target to $260. that's up from $230 and they're bullish on the internet.zon at 234.19. next one is general motors down today after recalling nearly 3,000 chevrolet equinox evs and going to be adaptive cruise controls and gm stock down 2.33%. about $1.306789 that's it. that's a look at markets but the dow itself, still hanging in there in the positive. all right, coming up, president trump wasting no time getting his famous diet coke button instastalled in the oval office. we'll have a doctor coming up talking about the trump diet. tram subpoena pushing were birthright citizenship and receiving pushback and there's a bill that would limit birthright st.ship. would that suter the flow of illegal migrant s? the congressman will be here next to talk about it. ♪ 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 only the servicenow platform connects every corner of your business

plus, john ransom from raymond james on why unitedhealth just posted what he called a winning ugly quarteroking forward to jb hunt reporting in overtime. diana, obviously chasing the rate moves but talk to us about some of the moves in the real estate sector. >> real estate is having a good day. shocker, it's all about interest rates both on the commercial and residential side. first, the home builders are reacting to falling mortgage rates. the average on the 30-year fixed down 15 basis points since tuesday. lenar and dr horton both higher, and kb was off a little bit but it may be because it shot up so high earlier this week. now, to commercial and the s&p real estate sector which is the second best performer on the day. again, interest rates, the ten-year is down six basis points today to the lowest since january 6th. two of the best performing rets today are american tower corp and crown castle, each on pace for their best day since july. the stocks are rate sensitive. mike. >> yeah, diana, a great reminder that a lot of the reit etfs and indexes are cell phone towers and data centers

raymond james upgrading from outperform from market perform. they said they have greater confidence in block's 2025 acceleration story with estimates for double digit growth just this year alone. shares are up over 6% right now. mike? >> kristina, thank you. >>> congress re-electing mike johnson to be house speaker just last hour. let's send it over to emily wilkins in washington for more on how this all came about. emily? >> dramatic day in d.c., but republicans have survived their first test of the new congress, re-electing mike johnson who is speaking now from the house floor as speaker on the first ballot. there was still some drama, though, three lawmakers initially voted for someone other than johnson. while another handful of holdouts held their votes until the end. not signaling how they would vote. eventually every single republican, save for one, thomas massie, did back johnson. johnson got everyone on board in part through promising a working group to help coordinate between doge and lawmakers on cutting federal spending. but some re

anything for materials or even labor, longtime new york stock exchange trader kenny polcari and raymond james analyst ed mills will get to keep the video up inner screen of all this going on in washington, d.c., donald trump is already taken the first steps of his grand agenda staircase by prepping around 200 executive actions that are to be signed today which executive actions and orders have you most interested in when it comes to market impact? >> is absolutely what's happening on trade. i think the market will open higher tomorrow will we don't get an executive order that puts day one tariffs in place but sets out a potential path for increasing tariffs and what were seen in some of the press report as it could be an investigation into some of the sectors that are national security focused and that is an absolute continuation of what donald trump did in term one and what joe biden continued over the last four years that would be well received from the market. if i want to see two other things it's what happens with immigration and energy, those have a lot of questions in terms of what we

her name is raymond james. and she's exactly 8 pounds and 18 and a half inches earlier yesterday we spoke to the happy couple who are welcoming in their newborn baby. >> we have no idea that she was going to be born exactly. at 12 o'clock lake. >> and that was it right? yeah, i was part her due date was january 10. >> we're just i'm happy that everything went gray and kaiser was amazing. and their staff n. >> it was it was awesome. >> raylan james will join 4 other sisters at home. kron. 4 wants to wish the happy family. a big congratulations. >> time now 9.51. and save mount diablo, expanding their free. discover mount diablo outings. they're gonna have programs in really open to the public wannacry based group offers free guides to help. also outdoor walks trail blazers of all ages and skills. welcome in 2025. they were to host a new stargazing event, a photography, hiking and lgbtq+ height. the branching out with their ventures. cp's are required for each event starting in january of 20 and check this out by

raymond james greenwell was born at kaiser san leandro medical center at exactly 12 a.m.orning. she weighs 8 pounds, measured 18in, 18.5in, in fact. hospital staff say her mom and dad are doing well, and they are excited for what the future holds in 2025. by the way, baby raelynn joins four sisters who are 17, eight, five and four. congratulations to the lucky couple. thank you so much for watching ktvu fox two news at noon. a quick reminder that you can now stream ktvu news on your smart tv. you can watch live newscasts and stories on demand by downloading on your smart tv or your android and apple phone as well. we'll see again in our next newscast coming you way yeah. hello, i'm dave clark and welcome to like it or not, it's where we talk. we talk about what you're talking about. the latest hot topics, what's trending and getting your opinion on it as well. now joining me here, three ladies who are all smarter than me. my colleague gasia mikaelian, caterina

look at shares, jumping 6.25% and briefly they hit a record high of $is 91 -- 19 is after raymond jamesarget the $200 a share and maintained its strong buy rating. the newly sworn-in commander in chief says the israel-hamas ceasefire is, quote, percentage -- fragile. israeli ambassador to the united nations danny danon weighs in on president trump's assessment. do nonis -- danon tells us when the next hostages now held for 472 days will be handed over. "claman countdown" returns in a moment. the dow is up 488. nasdaq having a strong day here, up 127 points. ♪ ♪ ah, these bills are crazy. she has no idea she's sitting on a goldmine. well she doesn't know that if she owns a life insurance policy of $100,000 or more she can sell all or part of it to coventry for cash. even a term policy. even a term policy? even a term policy! find out if you're sitting on a goldmine. call coventry direct today at the number on your screen, or visit coventrydirect.com. [birds chirping] [dog growls] ♪ ♪ who knows what tomorrow ♪ ♪ will bring ♪ [dog barking] ♪ maybe sunshine, ♪ [dog whining] ♪ and maybe rain

. >> well, raymond james will join 4 other sisters home.rown for family wants to wish or a lands. mom, sofia greenwell and her family. a big congratulations. >> all right. coming up next, we're talking about violence abroad color. 5 people were killed. we're live this morning with those details. plus, following the latest. after 15 people are killed in new orleans. the response from biden and the latest on the suspect. and person is dead and a suspect behind >> deadly new year's day shooting in the mission district those >> a bit on the kron. morning news. a violent holiday in oakland. least 5 people are dead and multiple homicides on new year's eve and new year's day. we're live from the east bay this morning with what we know so far. >> and this is severely new year's eve. >> plus, south bay family starting the new year off without a home after early morning house fire. how the family is now dealing with the setback. >> it's a new year and it's going to be a busy year here at the california state capitol capital tom wallace all have a pre

and i talked to ed mills over at raymond james and he said, look, if you look at who president trump has surrounded himself with a lot of china hawks, marco rubio and others, that all points to more restrictions that he's going to potentially double down on these export restrictions because of deepseek. and i think when you put it all together, there's obviously a lot at stake here. we knew that the u.s. was locked in this a.i. arms race with china, but deepseek does suggest that that arms race is a little bit closer than we thought. and perhaps perhaps significantly cheaper too. >> and an arms race heating up, maybe sooner than people thought, right? yeah, something to watch. this is going to be important today. it's good to see you, matt. thank you for kicking us off with this today. coming up for us, a january 6th rioter pardoned by president trump, shot and killed during a traffic stop after getting into an altercation with police. we have more on that and an apple watch now credited with saving several injured skiers after a 1000 foot fall. >> we'll be right back. >> this cnn bu

jonathan: ed mills of raymond james.e tiktok boss was alongside the nominee for director of national intelligence, tulsi gabbert? -- gabbard? should we be worried about deepseek? that was the conversation we have with peter this morning. lisa: you suck questions around capacity. didn't shut down capacity? -- you see such questions around capacity. didn't it shut down yesterday? awkward between the tiktok ceo and tulsi gabbard. jonathan: you are probably looking for a bounce but you not getting one. we will catch up with shahriar pourreza of good harm -- guggenheim about deepseek and usa ifrastructure --ai infrastructure. ♪ you go to sandals to connect on a deeper level. i've been waiting for this... [wind blowing] [zip up] time to get wet! thanks. with the caribbean sea. ♪♪ jonathan: annmarie'birthdays is coming up. annmarie: you are such a brat. age of aquarius. jonathan: what is wrong with it being your birthday? everyone thinks it is your birthday now. lisa: you should really enjoy the day. jonathan: happy birthday. e

anne-marie joins us from washington with ed mills of raymond james. annmarie: good morning. is literally taking for tiktok. today they're going to have their day at the supreme court to try to combat this bill. they will either be banned unless they divest away from bytedance, this chinese company. what you think happens? >> i think on january 19, tiktok ceases to exist here in the united states. i think the wildcard here is that under the law, the president of the united states has any ability to extend one time for 90 days, so the question i have is, january 20 the next day, does trump activate that 90 day extension? is there a deal worked out? annmarie: it sounds like he is going to because he has flip-flopped since his first time in oval office when he talked about security concerns of tiktok. now he thinks actually in an interview with my colleagues over the summer talking about the fact on tiktok, meta is too big, understands a lot of people get their news from there. it seems like he wants to keep it around. what are the options? >> after the 90 days, one thing we wen

block shares are up after raymond james up grades it to neutral rating.t the seller's gross payment volume can sell into the digits this year. it is at $113, and up from 2.5%. for more and top analyst calls of the day, go to cnbc.com/pro for full access to the big analyst calls of the day and stories as well. block is on the move. i'll send it back to you. >> thank you, dom. >> if you had to bet on this, which way would you bet? >> oh, yeah. >> politics is difficult. mike johnson's fight to keep the speaker's gavel is coming up in the next few hours. emily wilkins is joining us now with more. how would you bet emily? >> at this point, i would not be surprised if it is going to take more than one round. if two republicans decide to vote for someone other than johnson, we will be in for a battle for the speakership. we already have one, thomas massie. now so far johnson has prevented any other republicans in joining massie in saying they will publicly vote against him but there are a number of holdouts. the speaker of course met with half a dozen members ip

raymond james reiterating it's a strong buy on meta, noting deepseek could lower training costs for hyper a buy on nvidia. we don't expect leading companies would move away from more advanced gpus. still negative by 11 point 6%. cantor fitzgerald reiterating it's overweight on nvidia, calling the deepseek announcement bullish for the industry. the argument being as efficiency goes up, the man is not going anywhere. lisa: it will actually increase demand if companies can figure out how to adapt ai models to make themselves more efficient. jonathan: nasdaq futures well obsession lows, down by 5% at 6:00 eastern time. u.s. tech leaders under pressure ahead of earnings as deepseek's latest model boosts cost effectiveness while running unless advanced chips. angelo zino is with us now for more. meta says it will spend $60 billion on capex and then deepseek says maybe don't need to spend that much. is this good news or bad news for the likes of meta? angelo: an with a couple of days will do. as far as what this means specifically for meta, i don't think it necessarily changes of the story very

i want to bring in ed mills of raymond james. you were just in canada.the tariffs going to look like? why is he starting with canada and mexico? ed: in the executive order china was in every area where canada and mexico were mentioned. he just didn't mention it. most of the deadlines in the trade executive order are april 1. i expect that to be the deadline. i think that a classic donald trump. he gets asked a question, he will move the goalpost. he will tell you it is happening sooner so we all wait to find out what is next. i probably do not anticipate tariffs coming on for very one. but do i anticipate tariffs on china, mexico, canada, absolutely. how long they stay on, do they cut a deal, those of the market questions. annmarie: it felt like tariffs were not front and center even though we talked about tariffs being his most beautiful word in the dictionary and the fact that he said day one the walls will be going up. does that tell you he wants to negotiate when it comes to trade realignment? ed: just because it didn't happen on day one doesn't mean