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we have unitedhealth and delta air lines in what they say about the last quarter but what they're sayingut the rest of the year to determine where the market goes from here. >> let's talk about they're down stock downward and 5% of what soured investors. >> it was a tough start apple is in danger of losing the most valuable company of microsoft and the problem seems to be the lack of growth and innovation seem to be catching up with the apple that we highlighted in the barron's cover story barclays analyst downgraded the stock this past week and the potential weakness in iphone sales this year end the stock frankly being down this past week is not cheap trading nearly 30 times the current year earnings estimate and earnings may grow about 7% this year on about 3% growth in revenue. that is not all that great. jack: that the pd for the stock only growing 7%. >> the bull case it is a phenomenal ecosystem about a billion users and warren buffett and brookshire hathaway is the biggest holder and if you gave most apple iphone users a $10000 to give up their phones for the life they would not

>> we have a long list, these are companies that we know, google, apple, amazon, live nation, unitedhealth jetblue airlines in spirit are all companies that we know that we come in contact with on a daily basis. the decision outcome would reach every one of us, why go after the big businesses, one expert tells me it's an attempt for the body to administration to make his pitch that is representing the american people and standing up for the little guy pushing back of the big business but the experts warned that these moves can hurt consumers. >> the danger is by meddling with the business operations, they are going to harm our everyday lifestyles. when you have the administration try to get how these copies will operate you're going to see fewer of the services available. >> what's happening with jetblue and spirit illustrates the risk, the court sided with the d.o.j. last week saying a merger would reduce ticket options and drive upstairs, here's the thing after the court block the merger spirits share price plunged, gains were made after the airline announced they would appeal the court'

thank earnings, unitedhealth, boeing investigation, burberry, ppi --there is a lot happening.de: the next challenge over the few -- next few hours will be drawing the lines. it is fascinating to see what is happening on the cost front. companies are struggling with cost now. the focus is not on the top line anymore. that is feeding through integrator oppression of the middle. look at deltek, case in point. paid up for pilots but is struggling as a result of some of those deals. united is another case in point. the financials are really interesting on this point as well. alix: we will break all of this down over the next hour and a half. let's start with blackrock and their announcement today. what did you make of this infrastructure play, right now at this moment in time? >> it was interesting to hear the rationale behind it. not only when you look at the alternatives business and blackrock, they are weighted towards infrastructure. interestingly, by adding gip, not only do you add more infrastructure assets, you complement blackrock's ability to work with sovereign wealth fun

stocks adding 80 points to the dow industrials, they are all up, all down stocks, home depot, unitedhealtholdman sachs all in the green and that's helping the dow significantly. look who is back after the holidays. the nasdaq had a stellar year in 23. what are you expecting for the nasdaq in 24? gary:i have one prediction. let me do how it finishes the year because you really don't know but i'm pretty sure when you get 10% to 15% correction, not because the world is ending but 40% and very narrowly in 2,023, there's going to be some come up, what you see right now, i'm not so sure, that's the 10% to 15% but you' re saying a little action in the grouping software and things like that, not very much under waited at the market going much more defensive into other areas right now. stuart: what is your big worry for the year? >> i say on my radio show i've never been more optimistic on the one hundred 50 million of us the go to work every day, do better for ourselves and family, but i've never been more pessimistic on them and you know what i mean by them. do we even have a border? the costs of

we heard this from unitedhealth last week.hat stock got hit hard and you have another 10% on humana to that. it's quite interesting i think. i'm into it. guy: i'm interested but i think it is worth taking a step back. costs are still elevated. what does that tell you? inflation is still a factor that we need to fold into this debate. it tells you all the top line -- you see this with a number of companies -- the top line is moving. there's definitely a continued margin squeeze we need to pay attention to. while the top line is slowing little bit the cost pressure is still represented in many of the stocks that we continue to talk about. the market has moved already down a little bit. you have a bunch of single names moving around a bit. can you take some sort of bigger theme away from this? maybe. you fold this in with the claims numbers, we are not seeing big layoffs. you look at the rate story. you see a cost of capital likely to remain elevated for quite some time. alix: our producer was talking about margin maintenance bei

similar to what unitedhealth said last week, the same warning, all of the insurers went down which isy. human ya -- humana reports earnings february 5th, i believe. they're warning, they expect their 2023 fiscal earnings to be about $2 per share less than they first thought because of this spike in medical costs. stuart: okay, i got that one. all right. thanks, lauren. adam has brought along a couple of stocks that he likes. >> yeah. ooh, look at this one. stuart: first of all, what to they do? >> they embed silicone wafers are ions. that's step one in making a semiconductor. the stock goes as low as 112, it's up 5% for the second day in a row because there's this realization that,s hang on, if a.i. really is the next coming as we keep hearing from all these ceos at davos, we need more and more computing power. we need more semiconductors. this is the number one, number one maker of embedding technology. so you've got to have it. stuart: all right, dynatrace, i don't know who they are or what they do. >> you know the consultants of mckenzie, they come in and fix your thing? if well, b

verizon, merck, unitedhealth, travelers, walmart on the list. top winners among the dow 30.ners, topping that list we have -- let me read it, please -- eli lilly, cardinal health, ameriprise, nickerson corporation and -- [inaudible] don't know that one. nasdaq winners, we have at the top t-mobile, o'reilly automotive, constellation energy, pepsico, amgen. there's your list. here's what's coming up, one california city's ban on natural gas appliances was just struck the down by the courts. that's not all. there's now a temporary hold on similar bans in other cities. [laughter] i like that. we've got a full report for you. >>> seattle has the highest minimum wage of any major city, $19.97 an hour. what's that typing to price locally? jace the -- what's that doing to prices locally? jason rantz has that story. and the most overpriced real estate in the country. we have the list, and we will be back. ♪ let me come home. ♪ home is wherever with you ♪ sara federico: at st. jude, we don't care who cures cancer. we just need to advance the cure. the heart of st. jude is to take care

lauren: john johnson & johnson, merck, unitedhealth -- stuart: procter & gamble, it's not a winner. networks. "the wall street journal" is reporting they're an acquisition target of hpe. match is up there, look at that. stuart: it's very useful to have a youngster with good eyesight. lauren: i can barely see. stuart: nasdaq winners? will you tell us what they are? lauren: illumina, crowdstrike, palo alto. stuart: that was enjoyable. coming up, 20 this nikki haley came out swinging against desantis and trump during her town hall on fox. roll i. >> look, desantis is desperate. he's lying because he's losing. but let's go -- the problem is if you have to lie to win, you don't deserve to win. what we saw with president trump and i think when i say he was the right president at the right time, he was good at break things, right? but now we need somebody to fix them. stuart: all right. did nikki haley move the need last night? if bret baier co-moderated the event. he's going to be here later in the show. >>> biden didn't hold back against trump in yet another divisive speech. why does the

we heard that from unitedhealth health as well. the two year yield pretty much going nowhere. what i found interesting was three different things. one, fast melted well. that is a growth readthrough. you also had housing starts. not terrible. and you have building permits that were stronger. and initial jobless claims falling. it makes us question, is there actually a landing at all? that brings us to the question today. guy: fasten out. that is brooke sutherland's company. alix: cool. that was important. thank you for saying that. guy: just here to help. alix: no landing. that is the question we were talking about. are we going to have not a landing at all? bloomberg's michael mckee is joining us. what do you think? mike: if you go by what the fed is saying we are not having a landing. you go back to the beige book yesterday the main line was that there was little or no change in economic activity. but he said the fourth quarter would be slower than the gang busters third. also, little or no change in employment. we know that. we keep getting additional jobs. chris wallace th

at the bottom, unitedhealth and walgreens. thank you, camera person, for pushing in tight.m so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so... ...glad we did this. [kid plays drums] life is for living. let's partner for all of it. i'm so glad we did this. edward jones so... - we're engaged! - we're engaged! congrats carol! your youngest finally popped the question. but now, you're really going to have to get those new dentures. after all, you need a smile that matches the moment. so this might be a good time to mention that aspen dental can create natural looking dentures in no time. just for you! and that comes with $0 down plus 0% interest if paid in full in 18 months. helping mothers of grooms look their best. it's one more way aspen dental is in your corner. after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking

stuart: unitedhealth, disney's on the winners' list. merck too., show 'em to me, please. i'll squint. boeing's on the list, johnson controls, cardinal health, citizens financial. and the nasdaq winners are headed by -- lauren: the board says -- [laughter] o'reilly automotive. stuart that was up yesterday as well. lauren: was it? stuart: i'd like to know what's going on there. o.k. i want to know where the 10-year treasury is because that really is upsetting the market. the yield is up to 4.10 -- lauren: 5-week high. stuart: yes. and a couple of days ago it was below 4%. check the price of gold, please. not necessarily the new hedge against world chaos. it's at $2,023 per if ounce. bitcoin holding pretty steady around $42, 400. oil, low $70 a barrel, 71 right now. nat gas, $2.83. you would have thought it'd be up today, wouldn't you? with all this cold weather? no, it's down. >>> coming up, john kerry snapped at a reporter when asked about his carbon footprint. roll tape. >> why do you think you're more important? your carbon footprint doesn't matt