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let's bring in arm ceo rene haas. hey, rene, how you been? >> hello, jim. >> how are you?rene is a follower of a football team that's not going to be in new orleans. okay, so, rene, let's get some things straight here. every headline said the following. rene haas says that ai is not being adopted. very quickly. i went over your conference call line by line, i parsed it. i did not find that find that in any place. am i wrong? am i close reading of your conference call? >> yeah. it sounds like i may have interjected something that i actually didn't comment. i would actually completely continue to say the opposite. as you know, jim, we continue to see incredible acceleration of adoption ai everywhere. obviously the data center is where it starts, but increasingly we're seeing it find its way into just about every single device smartphones, pcs, etc. i don't see any of that slowing down, quite frankly. i only actually see it accelerating. >> and i think that deep sea, obviously people had to ask that question, but i felt that the my favorite part of the conference call was abo

he's the ceo of honeywell and renee haas the ceo of arm holdings spent a considerable amount of time. i read about both companies headlines that distorted everything. took you right off the scent. if you got up early this morning and you watched the crawl, the liner, the pictures that tells you what's trading, you might have seen honeywell trading at $235, fully $13 above where it closed yesterday. frank hall, the excellent host of our 5 a.m. show, immediately said that the rally is because the company is splitting into three different businesses automation, aerospace and specialty chemicals. totally true. but somehow people went nuts when they saw this news. they didn't wait to see how the company was doing. the fundamentals. now, we've known about the breakup for ages. who was surprised by this? what? lunkhead brought it up in the 200 and 30s. i knew it could head right back down at the earnings or the forecast were below expectations. we've been telling that to club members for ages. how much down look, when honeywell reports it has an unfortunate habit of falling short of what th

but i just come back and say rene haas doing better at arm. jensen huang doing better in nvidia.their cpus and it's just it's a product glitch so to speak. but look i think she'll be back. they're making a lot of money but it's got it's fallen very much out of favor. and we got a downgrade today. and i just feel that people just say, you know what. nvidia won. nvidia won another round in the long knives are out for nvidia. we're waiting to hear what they're going to do with china. we know that there are a lot of people who say that amazon is going to talk about more custom chips. maybe that's broadcom. but amazon so far is not using amd gpu. and that was what the customer that they really needed. and i don't see it. >> do we think the apple weakness today is about this these headlines that china may i approve of the app store of their own. >> yeah. i mean i think that they're trying to figure out what to do. the chinese now that was we may look at it now, this is something that i think if eddy cue were here executive at apple, he would say, oh my god, we just did that with justic