you need to leave jokes to people like me and adam sandler. - i wouldn't let... adam sandler...g for launch! - what? there was no drill ordered! - it's no drill, sir. the russians are saying their missiles are going online as well, and it isn't their doing! - what the hell is going on? - attention, humans. i am funnybot. the extermination of all life on earth shall now commence. all nuclear devices in the united states and russia are being prepared to launch. this is the setup to the joke. prepare for punchline in five minutes. awkwardness in 5.4 minutes. i am funnybot. - i have just been briefed that the end of our country is imminent. good-bye, everybody. i am going to spend my final minutes on this earth with my loved ones watching a tyler perry movie. i know. it's embarrassing. but i simply can't help myself. - stop it now--aah! no use, guys. he's got some kind of defense mechanism. - we've got to get it away from that control panel. does anybody have any ideas? - except for jimmy, because he clearly comes up with the worst ideas in the world. - wait! wait a minute. what abo

fifty-year-old adam sandler does not have an oscar or other prestigious awards, but he has great loveft the main stars of hollywood far behind and became the highest paid actor. in the twenty-third year, sandler. earned $73 million; before that , he was at the top of the forbes list only once in 2002, thanks to the success of the comedy, love knocks you down and you become a millionaire in captivity. sandler has consistently made money in this genre since 2014, doing it exclusively on the netflix platform. the management of the streaming service says that there is never too much sandler, just last year they released four projects with his participation, this is a murder in paris, a continuation of a comedy detective story. a mysterious murder, where jennifer aniston again became his partner. comedy and don’t even think about coming to my batmitzvah, where he starred with his wife and daughters, cartoon leo, a newly released sci-fi astronaut in which his hero experiences personal drama on the edge of the solar system. according to netflix estimates, in the first half of 23 alone, viewe

maria: great to get insights on all of this thanks so much. >> pleasure as always. >> from piper sandler us is president biden time on 2024 ticket running out podcaster rogan believers his time is almost up before democrats turn him in for somebody else you are watching "mornings with maria" live fox business. ♪ ♪ . 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. go maria: welcome back, new this morning norfolk you you southern reaching agreement after last year's train derailment in ohio. lauren: 6 hundred million dollars that is the headline number the agreement in principal resolved class action lawsuit from claims in 20 mile radius of last year's site, in in -- compensation for rebuildinged local bids you can see the dip right there a couple

piper sandler research. thank you so much.right back with, stay with us. ♪ maria: welcome back. breaking news this morning, columbia university administrators closing campus entry points, limiting access indefinitely to student residents and essential workers. this after what happened overnight, columbia protesters took over hamilton hall, an academic hall at columbia, barricading themselves inside just hours after of the university suspended students who refused to leave. also a happening this morning, police breaking up anti-israel protest it is at unc-chapel hill. and then in texas at ut-austin, law enforcement dismantling a large encampment, arresting at least 43 protesters who ignored ore orders to disperse if. if school administrators promising discipline after students refuse to leave by monday. joining me now is guardian group ceo ray kelly. ray, oring thank you so much for being here. and i know you have studied anti-semitism quite a bit in your career. give us your reaction to all this. >> well, tease are the chicken

and piper sandler calls that a game-changer.could more than double here in the years ahead, to it's going to be pretty easy to increase sales. piper sandler upgraded the stock to overweight. don't you dare make a fat joke about that, jack. it says that shares could hit $20 from here. they were recently $15 and change, so some pretty good upside there. jack: i've seen krispy kremes on sale in a gas station between the vaping and the candy -- >> yeah. still take 'em, by the way. of. jack: mcdonald's sounds better. ben, actionable ideas. >> i'm looking at a lithium miner. this has a not been a good time for evs, tesla this week came out with a terrible delivery report dropping down to a support level that's frightening. but if you look what's happening with metals, prices are going up. copper, gold and silver are going up, and i think at some point you're going to have to see list are yum prices go up despite this overproduction that the has happened there -- can lithium. and withal a, marm down so much from its high in 2022, i thi

piper sandler today says s&p is vulnerable to a 5% to 10% pullback. i don't think anybody would quibble with that thought that we're vulnerable maybe for a pullback of 5% to 10% simply because what josh said, we're overbought and we've beengoing almost straight up. >> so we're up 27% since october. and we're always vulnerable to selling. i mean, there's no guarantee the market will go straight up. i think the market is very concerned about where interest rates are going. that is basically what has driven the market higher, a.i. as well, but the belief that interest rates were going to start to come down, first in march, now in june, and so now maybe not until, i don't know, september. i think the ism number, the manufacturing number was hotter than expected. it was stronger and gdp is stronger. so the market is grappling -- >> just keep building a case where the -- >> stronger growth. >> that's what we're dealing with and why we're stalled in this kind of wait-and-see environment. >> weiss, is that what it's all about? >> it's so interesting because y

i think it's worth buying goldman sachs and morgan stanley which the charitable trust owns piper sandlerown way to play the theme. and i like off the beaten trail. i like that. small regional banks for a minute the russell 2000 is chock full of them because most are small caps by definition i think they can do better as a group this year, but many of them are not good. and if you want exposure to the smaller regionals, your best bet might be going with the s&p regional banking etf and that's call the kre, and a lot of people focus on the kre still, there is one small regional bank that i have liked very much, and that's called texas capital bank shares. large capital buffer, it means it's safe. beyond that, texas capital bank is a play on the home market the strongest in the country, which is texas and it's been a winner for the intracountry migration trends over the past few years. plus, it obviously benefits from the ever rising domestic oil and gas position and big wind and solar. that said, the analysts have been down on this one of late, with the stock catching a few downgrades the

maria: there you go. >> lowering at some point this jooer piper sandler managing director chief marketson thank you so much for being here, he wants to lower rates this year, he is talking about, nothing changed did he hort than expected cpi. >> the bond market does not agree at this point in time, you see 10-year bond yields highering from a technical perspective target is to take up, up sided resistance levels 4.33 after that 4.150, then 4.66 equity markets not going to be happy if 10-year bond yields move up to those levels. >> not only thing, examine commodities gold prices, oil prices higher cocoa, higher into easter check up big gains as you look at market clear oil moving higher gasoline prices up substantially higher, hurting the wallets for a lot of vitt individual americans that are clearly not buying evs at that point in time cocoa corp gold corral toward 44, 50, 2600 there is a lot of upside left for gold, all things put together with what you are seeing with interest rates, there is no way the fed is cutting three times this year. maria: i agree. >> as i look at that. mari

piper sandler says the survey gives more confidence in demand trends.ing, dekkers and birkenstock. nike, and lulu lemon. there are areas of moderation. still piper comes away saying we remain bullish on elf, slightly more cautious on alta, but we still remained buyers, which is interesting after what we heard from the ceo saying that he is starting to see more brought in earlier and potentially more intense than he had anticipated. we met courtney reagan, thank you very much. mike, we had the two-minute warning, 90 seconds o o. interesting buying in some of the mega cap names. >> it's interesting, because a lot of the dynamic today in the absence of a lot else, the selling of the winners in a migration into perceived flaggers or defenses. you have had apple qualify as a logger. and nvidia, nvidia, there is a sense that maybe they are kind of, their lead might be diminished. you have google going elsewhere, and tell making noise. the stock ran so much, that is the biggest single weight on the s&p 500. i do find the interesting profit-taking in the year t

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that even if some of these prestige brands start falling maybe elf is the way to play it and piper sandleroking at that as an encouraging sign today. >> it's an interesting mix given the commentary from lululemon and nike and ulta. >> i know. >> and the costco miss in february. that got people's attention, especially over the weekend. >> it did. and it's again, kind of like what we've been saying, retail executives have been conservative for a while, but maybe now it's finally coming to fruition a little bit here. cpi is going to be so important tomorrow. we've said it 100 times, but it's truth for the broader market and spending and prices. we're going to stick with retail and our next guest is back from jpmorgan's tenth retail roundup. upgraded american eagle and likes pvh we don't talk a lot about, jpmorgan analyst and retail hall of famer joins us now with the top pick. so american eagle is fascinating to me for so many years, we've put american eagle and abercrombie together as competitors. i think abercrombie has changed its brand and i don't think it's fair to call them a teen brand

it's like the movie that -- the adam sandler movie. everyday repeats. >> jesse what you think of the idea of swapping her out? >> i'm here for a judge. i think it would be the best thing in this race needs a little of that. you have to talk to the husbands first but i'm sure they would be fine with it. the story here is that the dnc ran a focus group on her and then leaked it to cnn. thank about it. why de -- why did they have to leak this? it's an internal expensive focus group to help improve and understand the ticket. then they just dropped this to cnn. that tells me they both don't like kamala. it also tells me and because i'm reading a book about emotional intelligence, i renew all this anyway but you have to brush up. you are not supposed to laugh at your own jokes. you are just not. if you ever catch me doing it i'm not very emotionally intelligent. >> this is what she should be doing also. to change the way people think about you, you have to change substance i like her, she is smart. i don't think she's being put in areas where she can be at he

piper sandler cuts it 2.5 while jeff jefferies is cutting theirs. >>> barclays initiates chevron.y giant compelling with above-average cash return and attractive valuation. >>> turning to the real estate sector and continuing conversations around the slumping office market versus the ongoing shortage of residential spaces. developers there finding a solution to tackling the problem. die a know olynick and a rae developer making a big shift. >> reporter: good morning. i'm standing on top of pearl house, the largest office to apartment conversion to date. not every office building can be converted. in fact, just about 5% to 8% wide. this was an originally office building now a 30-story luxury parent building. they purchased the building about a decade ago knowing that the single tenant would be moving out, leaving the building entirely vai can't. they could have bought it today at a much bigger discount, but the math still works. >> the way we look at it is how will institutional investors value and pay for an almost 600 unit market rate apartment building such as this, and it far s

piper sandler is betting that design programs are going to be what sets companies apart in the futureis why they believe the electronic design automation space will be more essential. it's cadence and synopsis. the two yellow bars, they have outperformed the last decade or so. nvidia recently expanded the partnership for cadence, so expect to hear more about that on the earning call tonight. key bank analysts say it's good for cadence and raised the plus target for $340. they say cadence's recent deal with intel foundry should help keep up the backlog. it's positive on this end. >> we'll see what happens. back to you mike santoli with a minute to go. tesla tomorrow. >> yeah. >> feels like they kitchen sinked a lot headed into this number. >> it's hard to think there's an outright negative surprise. historically tesla stock doesn't do well when it's about the fundamentals. right now people are assuming things have been so bad. the bright side is it doesn't matter for the index. it's way out of the top ten. doesn't seem to be a bellwether of that kind of risk appetite trade. that's nvid

there was a first script where drew barrymore who reached out to adam sandler. >> i have breaking news "happy gilmore 2" is what you are saying? understood. it's looking good. >> see it is teeing off soon. >> i bet she has really good sources. >> "billy madison." >> same genre. >>> up next is wrestlemania 40. it is taking place tonight and tomorrow in philadelphia. for the first time in 12 years, the rock will be in the ring. he is teaming up with roman rains and my favorite seth rollins. ihave my seth outfit. we have the same purple bedazzled pants. i thought you might say no. in case, cody rhodes has a message. >> why should laura and peter watch wrestlemania? >> it is the biggest spectacle in all of sports and entertainment. it is a culmination of the last few years and fans being there for every year and watch wrestle mania to see me become the undisputed universal champion. >> it not, you will come after them? >> 100%. >> he makes a strong pitch. >> you have been warned. you can catch wrestlemania streaming live on peacock. it is owned by nbc universal. 7:00 p.m. both nights. i'm

margin lending also a big one, piper sandler upping the price and saying any impact you may see fromould have on revenues has been overshadowed by a number of positives. 70+ percent operating margins, they do expect growth of 20 or 25% with what they call an excess of capital and calling out strong momentum growth as it is well positioned from the current rate environment with offsets in a lower rate environment. the founder and chairman is coming up on overtime. >> look forward to that as well. i will turn it back to you with about a minute left. now that jerome powell has spoken maybe we can move away from that narrative for a little while and get focused on earnings. >> ideally i think that's what a lot of investors would prefer. i think the market has business to take care of in terms of the real tactical stuff. at the highs when we ramped 10% in the first quarter to go up 28%, everybody said we have a 3% - 5% pullback in our future just because they happen. we are down 4%. always buy a bunch of headlines or narratives that say maybe this could be more or tougher but so far nothi

makes it so easy where you don't even have to leave the app, but tiktok have fallen off the piper sandlerstagram was not looking good six months ago even, and now it's number two. so we're really seeing these shifts in realtime. >> yeah, absolutely. casey, wonderful to get your insights. thank you very much. >> thank you so much. >>> let's get a quick news alert. u.s. steel announcing that its shareholders have just voted in favor of the $14 billion acquisition of the company. we will continue to track that story. shares there are about 2.6%, and before we go, let's get a check on the markets because we have seen session lows this hour. the dow industrials are still down by about 500 points as you can see on your screen. the s&p 500 down 1.5%, the nasdaq still the laggard here, but should note that the ten-year yield has dippebed low 4.5. . i'll join tyler on the other side of this quick break. side of this quick break. "power lunch" is next. [please confirm requesting back-up.] -changing route. -go. roadblock ahead. ...back up, back up... reverse! reverse! next level moments, ...back up,

it's like the movie, adam sandler, every move he repeats, it's a new day, got to show him the paper andhe issue. >> judge jeanine: jesse, what do you think of the idea of swapping her out, kamala out? >> jesse: wife swap? >> judge jeanine: not wife swap, jesse. >> jesse: aoc for kamala. it would be one of the best things in this race needs a little wife swap. we would have to talk to the husband's first but i am sure they would be fine with it. the story here, judge, the dnc ran a focus group on kamala and then leaked it to cnn. think about it. why'd they half to leaked this? this is an internal, expensive, focus group to help improve and understand the ticket. and then they just dropped the dirt to cnn. that tells me cnn and the dnc both don't like kamala. >> judge jeanine: okay. >> jesse: it also tells me -- and because i am reading a book about emotional intelligence, i already knew all of this anyway but you have to brush up -- you are not supposed to laugh at your own jokes. you are just not. so if you ever catch me doing it, i'm not very emotionally intelligent. >> judge jeanine:

i want to bring in piper sandler, chair chief investment strategist michael kantrowitz.s momentum chart, everybody used it. i saw it on fitch. this chart is amazing. folks don't realize, momentum at an all-time high. we're going back to 1929, so i guess there is always reversion to the mean is sort of what we expect on almost any sort of asset, although i hate to see what the mean is here. now that we see momentum stumbling a little bit, what are you anticipating? >> it is important, charles, to kind of understand what is in that momentum portfolio. it is very different than what we saw in '99 and 2000, even though the number was not that high on the chart. today at the core, the stocks in that portfolio are generally highly profitable, they have good balance sheets, they have got generally good free cash flow yields. of course there is speculation at the fringes but in general these are some of the best companies in america that are in that portfolio. so we're not expecting an unwind like we saw post-2000. charles: so would that mean dips are buyable? >> well, i mean it

. >> it sounds a little bit like sandler, sometimes.ws will never speak to me again. >> jimmy: no, he won't, no, he's -- all right, here we go. [ beeping ] [ laughter and applause ] blink -- blink doing abcs. uh, roots, i need help. ♪ ♪ a-b c-d e-f then g h-i j-k l-m n-o-p ♪ ♪ q-r s-t then there's u-v w x-y-z ♪ ♪ next time won't you sing with me ♪ [ cheers and applause ] >> jimmy: thank you, buddy. that's what friends are for. >> i didn't mean to step on your toes. >> jimmy: that's what friends are for, i love it. adam, you're up, bud, you're up. >> great. [ beeping ] all right. [ audience ohs ] all right. [ laughter and applause ] >> jimmy: oh, bee gees doing "row row row your boat." this could be like, a disco-y jam? ♪ >> you got it. ♪ ♪ row row row your boat gently down the stream ♪ [ cheers ] ♪ merrily merrily merrily merrily life is but a dream ah ♪ ♪ row row row your boat gently down the stream ♪ ♪ merrily merrily merrily merrily life is but a dream yeah ♪ [ cheers and applause ] >> jimmy: you should release that. >> yeah. >> jimm

their partnership with mcdonald's is, quote, a game changer, according to piper sandler analysts. why they think a $20 price target is reasonable for the company over the next year or so. you can see shares trading at $15.50 but up 8% just on this note. customer increase is increasing with software firm snowflake. that's what rosenblatt analysts found after attending a customer event in toronto with several hundred regional customers. although they expect revenue growth to be slower this year for snowflake, they believe new product launches will help drive future growth, hence the rating switch from neutral to buy and why the stock is up 1.5%. scott? >> thank you very much, kristina partsinevelos. >>> still ahead, energy's record run. the sector looking to lock in its best weekly win streak in more than 15 years. year drilling down on some of this week's top performers and what's behind those big moves. back after this. b. bringing you an elevated experience, tailor-made for trader minds. go deeper with thinkorswim: our award-wining trading platforms. unlock support from the schwa

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. >> piper sandler out with a note just moments ago, saying azure a.i. crosses the $5 billion run rate in terms of the business, that's a sizable contribution here >> i mean, steve just said it, steve kovach just said it, it was all about -- once they saw that reacceleration in azure, 31%, that was off to the races the other numbers are what they are, but tim makes the point, and again, 34, 35 times next year's numbers, you're paying for that growth. again, we said it 100 times, microsoft, one of the top five, if not three most important companies in the world, without question but you're absolutely paying up for it in this environment >> is it worth it for this environment? given the uncertainty for stocks, given treasury years at 4.7% in a world where rates might not come down? >> that's going to be the question going forward, because really it is priced to perfection, but i think what the market is rewarding right now is in 2023, it was all about, you could just mention a.i., and your stock would all of a sudden react very positively. i think right no

charles: let's bring in piper sandler chief global economist nancy lazard.now, nancy, i saw this last night. i wish i could say it was really tongue in cheek, right? it's not. you can understand why young folks the way they do, we've been told there is this thing called modern monetary theory. you can almost argue we've been trying it more recently with the $1.9 trillion, that i don't think we necessarily needed but you can argue helped spike inflation. she said the inflation part, make it go away as well. this is the dilemma here in, we're a country spending money, spending money, at the same time a lot of americans can't teal with the crushing pressure of nation. where do we go from here? >> i would call it a bifurcated economy. you have those benefiting from higher interest rates. those who are suffering from higher interest rates. those who can pay for the higher prices, and those who are getting this really squeezed. we're calling this a bifurcated economy with high income and businesses doing well, because they have interest income, because they benefi

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