robin farley is going to be joining us next.his is bloomberg. ♪ ♪ are focuseday, we on the stay-at-home trade. disney earnings coming here after the bell and showing the push into disney plus paying off for them at the moment. 73 million subscribers. that is more people than voted for the president. joe: i think it is right around that. have you checked the latest numbers? romaine: nothing like injecting a little politics. joe: clearly we are in this moment. there is sort of some optimism. in the meantime, the stay-at-home or the sort of state homes are back. nasdaq outperforming today. we heard from southwest earlier today saying they are seeing weakness again. in the short term, it is not great for any business that relies on people going out. caroline: would either of you guys get on a cruise right now? romaine: no. caroline: not even to the caribbean? i'm amazed people are doing it. the first cruise to sell to the -- to sail to the caribbean since the pandemic has had to return early. joe: that was our old colleague. avid cr

what about tonight >> jim farley, i think ford will return to its roots. one of the most popular stocks of the robinor the people who trade on robin hood what he's about is cars. i know that sounds silly but a lot of these people are not run. look at intel, bob swan is not an engineer. jim farley is about making cars and making money about making great cars and trucks. i can't wait to talk to him. he's a breath of fresh air he doesn't like what he does this guy is about passion. >> i wonder if we get back to a discussion even for a short period where we are talking about factory floors having to shut because of covid cases and supply and demand. >> really good point one of the reasons is they shut down very eloquent about it you are right. i've got to ask him again. >> we'll see you at 6:00 always. we work our way through the week good thursday morning. welcome to "sqwawk on the street." with us, it is a stay-at-home over that value trade once again. the dow is down 179. not quite to that low of the monday rally but we are talking about closely. beginning with a big call on s&p 500. goldman sach upp