seema mody. >> has got more. >> on these results. seema. >> well, melissa. palantir painting a picture of optimism on the call. >> with its guide. >> for the full year. much better than. >> expected demand. >> for artificial intelligence products that help. businesses and. >> governments continues. >> to soar. really? >> ways for the company to help these clients assess bigger playbooks. >> and synthesize. >> complex data. ceo alex karp telling shareholders that the momentum. >> the company. >> is experiencing across its commercial and. government segments is, quote, unlike anything that has come before. >> with the. >> us army. >> extending its partnership for up to four years. on tariffs, karp telling cnbc this is a revolutionary moment. there are going to be. >> ups and downs, as. >> long as it's good for the upward. >> trajectory of america. >> we support it. we're looking at shares hitting a. >> new all time high of about 22% in after. >> hours, but only three buy ratings on wall street. >> melissa, while there are 14. holds and six sell. >> ratings, an

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seema thank you very much. economic council director kevin hassett. and kevin thank you for being with us this morning. got a lot of questions. and hoping you can give us a little insight into what's happening. first of all, are there talks taking place behind the scenes that could potentially stop these tariffs before they go in? or is it your understanding that these will take effect at midnight tonight? >> there have been. >> a heck. >> of a lot. >> of talks. >> over the weekend. >> you know, i've been. >> in the white house for most of the weekend, and the thing i can say is that i think it's. >> totally, 100% being mis covered this story. what you need to do is go back and read the executive order where president trump was absolutely, 100% clear that this is not a trade war. this is a drug war. there are perhaps 100,000 people. >> last year that. >> died of fentanyl, and the fentanyl is coming in. >> across the mexican and. >> canadian borders, 80, 90. 95% of mexicans. >> want the drug war to end. and the