it's on the back of skyworks >> skyworks is good. they did a good job. >> little buyback. >> liam griffin made his quarter every single time. those are real numbers he puts up real numbers. he has what apple wants. people think apple is doing badly. it's hard for apple doing badly and skyworks doing well. liam can't come on and say apple orders are great the journalists come out and say the apple orders are bad sell apple they kept you out of apple the journalists have said sell at 160 -- sell at 120, buy at 160. they're going to do it again skyworks told you again and again that apple is doing well follow the skyworks money. liam is very transparent nvidia is up because of regeneron. >> yes for skyworks, that's an eight month high you think it's a canary on apple's price? >> i think when you look at how well skyworks has done and how well apple has done, skyworks leads apple. in the stock then apple comes out and says things are better and china got better we're doing better when i talked to tim cook last week, the confidence level

we also had seen apple supplies falling in the u.s., like skyworks and the adrs for tsmc.hange now, as i said earlier, we are in the midst of japan earnings season take a look at these stocks coming online. sony is rising pretty sharply at the start of trading. it did raise its outlook, strong demand for the playstation 5. sales hitting 7.1 million in the holiday order. the company's cfo saying that demand and momentum for building the ecosystem is having some question marks. panasonic is lower today, we did see a cut, its operating income guidance, ms. the average. ¥280 billion. saw ¥320 billion previously. in terms of what else, mitsubishi and ufj looking fractionally weaker. it did report net income that beat the average estimate for the third quarter. it did take a big hit with its sale of union bank in the u.s.. just tracking what is happening with japan airlines, not great numbers coming through for the airline. not too much momentum for the rebound in tourism as yet. haidi: let's get to vonnie quinn. vonnie: adani's businesses have now lost one await business -- dol