raytheon. >> so if this does come to pass. >> expect raytheon to be okay. out. >> it has solid price action. i think it's a great long term buy. >> and hold. i got to ask you about nvidia. let's wrap it up with that. yeah we got to you know i wish i came on the show at 9:00. the setup for traders especially. >> the traders. >> watching this. you know you. >> watch that. >> 200 day moving average. it's the first time it. >> broke below. >> it since december. >> of 2023, maybe october 2023. >> it's been a while. we finally. >> eclipsed it. every buy stop in the world was set to 122. >> as soon. >> as it hit 122, it was off to the races. so your risk. >> reward, it. >> was. >> set up for a nice. rebound trade. >> and long term, i still think it's great. this story out of china. >> with deep sync. we shot first. we're asking questions now and the answers we're getting kyle bass was on your show. he he doesn't trust it. and i have. >> more questions than answers. so i. >> think this is a buying opportunity just. >> like august 5th. with the. >> japan yen carry t

palantir also has a market cap that is bigger than lockheed martin and raytheon. of startups and it is down to 10 on the list that focus on things that will have an impact on war. one company specializes in hypersonics. the ability to travel five times the speed of sound. we have a company that specializes in high-powered microwaves that can shoot drones out of the sky, 100 or more. we have other ones on the list that are spending a lot of different areas that are redefining warfare. what is interesting about the list, all of these have been started in the past 6, 7, 8 years. these companies are at the sides were a palantir or spacex were at a decade ago. these are the up and comers. the timing and route to maturity is something to watch. caroline: now worth $14 billion. scale ai, all about ai, the data behind warfare, is worth $13.8 billion. can you tell us about where there is a home for defense tech or is it sprawling? lizette: you nailed it. it is very much sprawling. with ed's conversation with palmer, asking why not build in california? was that ever on the

individually let's look at the defense contractor raytheon which secured a $900 million contract to providedditional patriot air and missile defense systems to romania. it is up one third of one%. meantime this. new images showing the new orleans terror suspect, shamsud-din jabbar, walking on bourbon street prior to the attack. garrett tenney is in new orleans. take us through these new chilling images. >> reporter: investigators are learning what the suspect was doing in the hours leading up to this attack with new images released by the fbi showing shamsud-din jabbar going to the french quarter and leaving two coolers filled with ieds the apparent the plan to detonate as part of his attack. around the same time the fbi says he posted five videos to his facebook page where he said he joined isis before last summer and revealed that he initially planned to attack his family and friends but alternately decided on bourbon street because it would create better headlines for the, quote, war between the believers and the disbelievers. we also have this new video showing the moment he hit bourbon

rtx, formerly raytheon, electronics systems, defense.hen we're talking about cybersecurity, cyber threat, that's what we're looking for. we have a valuation, we look at its competitors, but we also look at the entire market and some of these stocks, they're just kind of left out because we're in an environment. all of our lives now are about the next thing, and we're moving so fast that we forget to take our time. even a stock like, obviously this isn't necessarily mid cap, but boeing, ba, it could double -- charles: right. but it sucks, it's been sucking wind for five, six years. this would have to be a bet on management, that that they're finally going to turn it around, yet all the news is still bad news. >> a bet of management and a bet on president trump and his ability to realize there's airbus and then there's boeing, and boeing is going to come back strong. charles: i used to have a list of four stocks, right, that i called them my never sell. boeing was on the list, nike was on the list -- [laughter] yeah. good thing you sold th

you can see them listed mostly in the defense space, boeing, lockheed martin, raytheon, a few others. to these companies effective immediately of all companies that have dual civilian and military uses. all these developments underscoring rising tensions between the u.s. and china. all of that taking place before any tariffs have yet to take effect. guys? >> we appreciate it. thanks, megan. in washington. >> let's get the latest on terror attacks. they are terror attacks. nbc news jay gray joining us now. j? hey, brian, kelly, yeah the fbi saying this morning that they are 100% inspired by isis. that these were in fact terror attacks carried out by suspect. a lot unfolding in this investigation, the latest is the reopening of bourbon street. pedestrians after that terror attack that killed 14, wounded at least 35. the driver of the truck and gunmen at one point also died in a shootout with police. let's tell you what we've learned from investigators as they have updated the information they are providing for us. the suspect in this case, 42 years old, army veteran. apparently posted v

the companies include lockheed martin, raytheon boeing.er rattling from china before trump takes office or something more serious? >> no, it's pretty much that. it's largely symbolic. these organizations are not going to be financially impacted by this and they can't do business with china anyway because of the defense organizations. their prevented of doing it by law. they can do some commercial business, some of them have commercial businesses away from the fence but they're not significant. we have other companies that do a lot more. i think this is tit for tat from china before the incoming trump administration. we hear what you're saying and you're coming for us and we want to remind you we're an integral part of the global supply chain and china as an example and all the emphasis on drones flying over american cities and american military bases. china is the number one manufacturer of drones in the world and number two in parts that other manufacturers use. as an example so, yes, i think this is symbolic, and we know for a fact that

. >> brian: the guy who lloyd austin came from raytheon and did nothing for four years.paper the resume looked better but on execution, name something he did except for diminish the respect of our fighting forces. >> ainsley: and on secretary austin, one of the senators said that -- i guess that was okay for him to do that because he was a democrat, to your point. >> steve: after watching yesterday, it does look like pete hegseth is going to be our next secretary of defense. more throughout the day. and he would be up for a vote shortly afternoon on monday. after the president is inaugurated. and we are just five days out from the inauguration. and silicon valley is showing its support for donald trump with a number of big tech leaders expected to be on hand up close for the swearing in ceremony back in the stands. >> ainsley: but, former first lady michelle obama won't be there. alexis mcadams joins us live from west palm beach with the latest. hey alexa. >> good morning. we haven't heard a reason why skipping trump's inauguration. why she is not coming to this big larg

as a result, that's why china yesterday took boeing, lockheed and raytheon and said we are not going any parts coming out of china on a dual use basis. and so i don't see a reason for either side to back off immediately. a lot of it depends on president trump. >> before we get on to trading, i want quickly, i don't want to leave this topic without talking taiwan very briefly. what do you expect to happen there, and is it a 2025 issue? is it a 2027 issue, which increasingly i'm hearing that that is where the real confrontation may come. >> if taiwan was invaded by china, tyler, i believe that that would set off a global catastrophe. i don't think that xi jinping is strong enough now with an economy growing between 4 and 5% to essentially shut down the economy to take taiwan. i do think he is determined that china will eventually take taiwan. now, whether it's '27 or '28, i don't know. but it's not 2046, which is the 100th animals of the ccp. i see it probably in the next couple years. >> thank you very much. let's move on to trading this topic and china stocks in particular. tim, your

aerospace and defense giant rtx, formerly raytheon, rocketing to an all-time high earlier today.stands at $128 and change, up 2.5%. the company if reported a top and bottom line fourth quarter earnings beat before the opening bell. the defense manufacturer saw a 20 year-over-year increase -- 0 -- in -- to 20% increase in military orders for a total of $93 billion. meanwhile, shares of rival aerospace and defense company lockheed martin are diving 8.5% to the bottom of the s&p. the f-35 jet maker reported a fourth quarter miss as new upgrades to to its military jets delayed deliveries and incurred a $1.3 billion loss for classified programs in its aeronautics unit. the world's biggest military contractor forecast guidance below the street's expectations. that's probably at the heart of the selloff here as defense spending hangs in the balance with the new trump administration in the white house which has just halted all federal spending. >>> the ceo of the company that disrupted the brokerage world by offering no commission trades is ready to take it to a new level. robinhood's co

stuart: here's another can defense contractor, r rtx, formerly moan as raytheon. >> yeah.raft, guess who services them? rtx. interesting though, they just came out and said that they're having future guy dance worries about one of their main customers, i think we can all read the tea leaves and think that might be boeing. but that's not impacting the stock. stuart: what has jetblue got to say for themselves today? >> they're losing less money, but nobody cares. the forecast going forward well below expectations. they're looking at unit revenue between a decline of one-half of 1% to up 3%. analysts wanted 4.8% in the positive, so you really seeing just a miss here across the board, and they are expecting to operate fewer flights than expected in the first quarter. stuart: boeing. >> so, look, stu, how much of this is priced into the market? remember, you and i spoke on thursday when they preannounced earnings, i think to try to get ahead of this. again, they are coming out and confirming, indeed, they lost about $12 billion last year. that is the largest since 20 to 20. the

the lockheed and raytheon and u.s.lled of other countries around the world and material increasing defense spend and result of the pressure and going to may put them on them. taylor: we're going to be planting stars and stripes on mars and elon musk behind him occupy mars and sort of smiling. are any of these space plays as well because we might be going to the moon and to mars. >> yeah, that can be part of the story and there's not a whole lot of places to play in public markets in there but to the extent that you can and going to be expansion natural rights approach type of government and they're going to think big and act big. we've seen that with some of the ai infrastructure boom they've announced with partnership with the public private partnerships going out. anywhere to get on board, this is probably a good idea. taylor: a sector to avoid is energy and that's f fascinatingo power ai, we need energy, we need nat gas, nuclear, drill baby drill. why would i avoid energy? >> that's a good question and the energy ca

all voted for, secretary austin, we had to vote on a waiver because he stepped off the board of raytheon, and i guess that's okay because it's a democrat secretary of defense. but you so quickly forget about that. senator -- i better use the senator from virginia, asked whether you showed up drunk to your job. how many senators showed up drunk to vote at night? have any of you guys asked them to step down and resign from their job? and don't tell me you haven't seen it because i know you have. and then how many senators do you know have gotten a divorce for cheating on their wives? did you ask them to step down? no. but it's for show. you guys make sure you make a big show and point out the hypocrisy because a man's made a mistake. and you want to sit there and say he's not qualified. give me a joke. it is so ridiculous that you guys hold yourself to the higher standard and you forget you got a big plank in your eye. we've all mid-mistakes, and i've made mistakes, and jennifer, thank you for loving him through that mistake. the only reason i'm here and not in prison is because my wife lo

northrop grumman, raytheon and the other defense behemoths are going to bathe in contractor cash, whichprofitable. you know, war is like the most profitable thing. so while you're focused on the terror raids and the firings and the end of black history month and the fake piety about merit, while trump hires liberal tv personalities to run his government, trump and friends are preparing to pull off what amounts to a giant bank robbery. guys, they're going to loot the federal government, hand out contracts to their friends who no longer have to worry about hiring black folks women, disabled veterans, lgbtq folks, anybody who might not go along with the scam. because when you're preparing to start the steal, you know what? you don't need hanging around witnesses like, say, long time civil servants who make the government run, whether their president is someone they voted for or not. you don't want civil servant witnesses around when you start the steal, because they might tell, you know, who won't tell cronies who got their jobs only because they pledged total because they pledged total pe

you all voted for secretary austin, we had to vote on a waiver because he stepped off the board of raytheon. but i guess that's okay, because that's a democrat, secretary of defense. but we so quickly forget about that. and then senator kaine, or i guess i better use the senator from virginia, starts bringing up the fact that what if you showed up drunk to your job? how many senators have showed up drunk to vote at night? have any of you guys asked them to step down and resign from their job? and don't tell me you haven't seen it because i know you have. and then how many senators do you know have gotten a divorce before cheating on their wives? did you ask them to step down? no, but it's for show. you guys make sure you make a big show and point out the hypocrisy because the man's made a mistake, and you want to sit there and say that he's not qualified. give me a joke. it is so ridiculous that you guys hold yourself as this higher standard, and you forget you got a big plank in your eye. we've all made mistakes. i've made mistakes. and jennifer, thank you for loving him through that mista

we actually had raytheon i think to out disappointing so. >> well, you know these stocks all got the when it became clear that candidate trump. looked like he was going to win from the election on disastrous. >> for myriad of different reasons, what it means. is they're no longer. >> getting the benefit of the doubt, and the market is now focused on that guidance. valuation is fine. >> but the. >> i. >> guess some of the feelings around this whole space is sort of squishy right now. >> and cruise line royal caribbean trading at all time highs on the back of an earnings beat the company issuing strong guidance, saying it expects increased demand in the coming year. carnival norwegian cruise lines catching the wave both up about 8%. this really shows dan that the consumer is out there he or she is spending. >> yeah, we've seen it in the airlines too, right? some of those names have gone parabolic. i think the most interesting takeaway there and i know guy you're going to be excited about this is that royal caribbean. they're entering the river cruise market. >> guys are waiting for. >>

all voted for, secretary austin, we had to vote on a waiver because he stepped off the board of raytheon. but i guess that's okay, because that's a democrat secretary of defense but we so quickly forget about that. and then senator kaine, or i guess i better use the senator from virginia, starts bringing up the fact that what if you showed up drunk to your job? how many senators have showed up drunk to vote at night? have any of you guys asked them to step down and resign from their job? and don't tell me you haven't seen it, because i know you have. and then how many senators do you know have gotten a divorce before cheating on their wives? did you ask them to step down? no, but it's for show. you guys make sure you make a big show and point out the hypocrisy, because the man's made a mistake, and you want to sit there and say that he's not qualified. give me a joke. i mean, it is so ridiculous that you guys hold yourself to this higher standard and you forget you got a big plank in your eye. we've all made mistakes. i've made mistakes. and jennifer, thank you for loving him through tha

the middle east monster and that when the when israel has to replenish, you should be thinking of raytheonhe european continent wants to protect itself against russia, you have to be thinking that that's their orders to. and obviously they're working with doge. everybody's working with doge. right, right. >> all right. i mean, we're talking about 9% overall, a sales growth 11% organically is what. >> yeah. and then original equipment is fantastic. >> so double digit. >> double digit organic growth. what do you pay for this thing by the way when you think about it versus. >> a palantir for example. >> well palantir you pay david alex, he told you that infinity is too cheap. i you know, look i don't get i've been saying alex karp is going i don't call it palantir. i call it karp. i think that karp goes to 100. why? why do i say that? because the people who own the stock are taking it to 100. i mean, it reminds me of some stocks we saw in the 80s where people, like, be banging on the table saying, dig, dig, dig. karp. karp. karp. karp. karp. i mean, it's just it's a juggernaut. so you. >> can

all voted for, secretary ross and, we had to put on a waiver because he staffed off the board of raytheon. but i guess that is ok because that is a democrat secretary of defense. but we so quickly forget about that. can senator kaine, but i guess i better use the senator from virginia starts brain out the fact that what if he showed up drunk to your job? how many senators have shown up drunk to vote at night? [applause] have any of you guys ask them to step down or resign from their job? and don't tell me you haven't seen it because i know you have. and how many senators do you know who have got a divorce for cheating on their wives, could you ask them to step down? no? it is for show. make sure you make a big show and point out the hypocrisy because a man has made a mistake. and you want to sit there and say that he is not qualified? give me a joke. it is so ridiculous that you guys hold yourself to this higher standard and you forget you've got a big plank in your eyes. we've all made mistakes. i made mistakes and jennifer, thank you for loving him through that mistake. because the only

i mean, surely if anyone can defend themselves against a bunch of students, it's baesystems or raytheon, you know what i mean? you would hope. >> i mean, what i