amazon, microsoft, google and even oracle to bid the $10 billion just icon, to microsoft under the trump administration is amazon sued, politically motivated with trump upset at washington post coverage with jeff bezos, the pentagon canceling the deal, starting all over again and this time the entire contract could go to more than one cloud provider, not just microsoft or amazon but all four in different parcels. stuart: the bottom line is amazon is not at the record high, microsoft is. and apple is. good stuff indeed for big tech. the first country, austria, first country in europe to make vaccines mandatory for all residents over the age of 12, got to get the jab in austria. austria begins its fourth lockdown next weekend germany's health minister says they won't rule out lockdown the the. rick grenell is former us ambassador to germany and joined me now. these chronic lockdowns over there, forcing people to get vaccinated, i don't think you can do that in the united states. what's the difference from here to there? >> there is a difference between austria and germany. i don't think it

stuart: i just find microsoft a fascinating company. they seem to be firing on all cylinders and not doing anything really wrong that i can think of >> and gaming. stuart: with a good public image >> gaming is by the way a huge business and people forget that gaming is a bigger business than all of hollywood combined. stuart: it is. >> isn't that incredible? stuart: it took me a long time to realize that but it's absolutely true. >> titles are worth more than box office hits, yeah. stuart: next one, you know this story. you gotta explain it to me. gaming platform, just restored after three-day outage. susan, what's this about chipotle being to blame? >> yeah, so reports say that the outage for the kid's video game maker goes back to halloween promotion event in partnership with chipotle that apparently crashed the site for three days. that's a big deal when you have close to 50 million daily active users, and oh, by the way, more than 60% of the users are under the age of 16 so they want their game and it's bad timing since it's hallowe

is microsoft still a leader. we will ask robbie because he is here after this. ♪ what's strong with me? i know when i'm ready for a rest day. ...so i can be ready for anything... tomorrow. find out what's strong with you with fitbit sense and daily readiness. your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire switching wireless carriers is easy with xfinity. just lean on our helpful switch squad to help you save matching your job description. with xfinity mobile. they can help break up with your current carrier for you and transfer your info to your new phone. giving you a fast and easy experience that can save you hundreds a year on your wireless bill. visit your nearest xfinity store and see how the switch squad can help you switch and save. it's the xfinity black friday sales event. learn how to save up to $1000 on select phones by visitn

microsoft down $5, down 40, amazon is down 35. here's the reason why tech is down, the yield on the 10 year treasury moving up, 167 earlier, 164 now. big tech is down. another win for republican state. samsung chooses texas for its gigantic $17 billion semi conductor plant. a formal announcement comes this afternoon. reportedly they will billion taylor, small town 30 miles from austin. texas is on its way to becoming a major high-tech center. intel, hiring 1700 for its design campus in austin. elon musk moving to the's record is there. why texas? it is a pro-business state. executives and high-tech workers flooding in phase low taxes. minimum of regulation and the governor committed to prosperity. businesses not exactly flooding into california. business is going the other way. escaping a failing education system, draconian environmental rules, skyhigh taxes and the governor who never met a mandate he didn't like. new jersey or illinois, business takes a backseat. capitalism and exploitation. big state governors stamp their feet a

they would be a microsoft ecosystem for a long time. microsoft will be battling it out with google, and apple and years to come. lauren: speaking of capital gains taxes, taxing wealth, that is very much on the table for build back better? the bill passed the house, go through the senate can it still provide wealth in the country? is that something we see on the horizon? >> the current administration wants to attack the wealthy and the successful. it is never worked in the past, previous administration, the successful people as we are seeing from a lot of people. it is going to pass, we will keep a favorable tax rate, we have wealthy people figuring out the best way to find the tax haven. i would not be concerned about that. lauren: don't move there permanently because we will miss you. the office plans, most workers at goldman sachs and morgan stanley, are back on a rotational basis. they have been back in the market since september. wells fargo bringing them back in the new year. goldman adding new benefits so their employees don't bur

stuart: let's have a look at microsoft. why not? we have deutsche bank saying microsoft has room to run. that means it could go up what level? >> you like this other term in this analysis which is the gold standard which comes to technology shares, that is what they say microsoft is, $390, or another 20% upside and the reason it is the gold standard which i know you like, because microsoft has the widest and deepest mode of any company. do you believe that is true? the x boxer windows operating software. when cloud is number 2, yours is number 2, it has faster growth rates but don't know if there is anything competitive. stuart: don't know about that but i do know they are firing on all cylinders. >> stock price going up. stuart: where's the negative? >> the legacy business, everybody knows that and it is execution incidental. stuart: one more. the online education people are down 40%. what happened? >> students are not coming back, business is not doing as well as anticipated. a huge drop. students are not coming back as anticipate

microsoft closing in on 340. illegal migrant applications at the southern border surged compared to the same time last year. bill, is that the highest october number ever? >> uses in the number is not surprising because once again we had quite a bit of activity where we are standings this morning. we will get to the video and show it to you. we shot this this morning. 200 migrants showing up in la jolla, texas. they cross illegally, they give themselves up, mostly family units. they walk down the road, look at this other piece of video we have from the air and the ground and once they cross illegally they walk around the incomplete border wall, it is called military road and they are in smaller groups, they arrive at this ballpark and this is where they turn themselves in but it is not just these family units costing illegally, there's the runner element, this started at 5:30 a.m.. look at this video we shot of a group of 30 runners who were apprehended by border patrol, single adult men, single adult women who d

microsoft hit an all-time high today. microsoft down to 332. bitcoin is lower. down to 61,800. 10-year treasury yield is below 1.60. significantly so. 1.56 is the yield there. 10:00 eastern, latest reading on the service sector. what do we have? lauren: much stronger than expected, increasing second month in a row to 66.7, stuart. i'm surprised the market is not moving to the upside or more towards the flat line because of that. factory orders, stronger than expected the .2 increase in september from october. two good reports. stuart: inflation? lauren: yeah. stuart: kind of -- opening it up. lauren: fed. wait and see what jay powell says and does today with the two ts, taper and timing. stuart: good news can sometimes be bad news and bad news can sometimes be good news. lauren: sometimes we're confused. stuart: but we're not. this is the defeat of the left. the high point of socialism may have come and gone. we can but hope. democrats in new jersey and virginia tried to make the election all about trump. it was more about the failures of biden. all the leftist

stuart: have you ever done a zoom meeting and/or a microsoft teams meeting? i mean? >> the same day in the same hour? yes. stuart: are they comparable? >> they are comparable i would say also google meet depends do you have a gmail account because it's easy to just push the button on the e-mail box itself so there's a lot of competition with ease-of-use and less friction. stuart: susan thank you very much indeed. the media reports that president biden has told our allies yes, he will run again in 2024. look, he's going to be 82 by then, and if he runs, he will have to mountain under energetic campaign, and he has to say this he's got to say, i'm running. if he were to give the slightest hint that he will call it quits after one term, he has a mad scramble to get in line, a disaster for an already badly- divided democrat party, okay, and it would put even more pressure on the already- embattled vice president harris. what a situation. less than a year into his presidency, there are widespread fears he's not up to the job and surrounded by crisis of his own making, he'

hit another intraday high, microsoft is at 334. it hit 335 earlier. the yield on the 10 year treasury is down to one.25%. that's why big tech is doing well. there's a correlation between the two. 152 on the 10 year. now this. the great climate conference in glasgow has all the scary talk we are used to from the climate crowd. how could president biden fall asleep when world leaders were warning of armageddon. the secretary-general says fossil fuels are pushing humanity to the brink. britain prime minister boris johnson says without climate action mankind is at one minute to midnight it if we don't act, worldwide anger will be uncontrollable. president biden thinks climate change is an existential threat, a threat to our whole existence. i -- in my opinion it is meaningless. which countries apart from the united states have met their carbon reduction goals and which countries are going to commit to cuts in the future that will meet the un's goal? very few and if they did meet those goals many of those world leaders would be voted ou

let me check microsoft. it has hit another all-time high. it is on track for a second record close, 340 on microsoft. show me meta-. the social media platform rolling out a new feature that will allow popular users to get paid for live streaming content. they can buy badges that will make their questions and comments more noticeable during live streams. still on meta-they revealed a virtual-reality glove and it was copied from their ideas. what is going on with this glove? >> a company called sorry about that, called x center patented the technology for the feedback glove and demonstrated to meta-executives, it is coupled with virtual-reality to give the illusion the user is physically touching an object in a virtual space. the ceo, jake rubin says his company had hosted many engineers, researchers and executives from meta-to demonstrate the groundbreaking technology. in a press release meta-says it's teams have been working 7 years on various technologies that went into with gloves. meta-has yet to respond to those claims. stuart: tick-tock

amazon, alphabet, all the big names and microsoft down one%. the 10 year treasury yield bouncing around, one.68% on the 10 year. looking at crude oil a slight jump of $0.07 up 0.one% at 7857 a barrel but this just in. a white house spokesman says 96.5% of federal workers have received at least one covid jab or asked for exemption. 96.5%. that's a lot of folks. vaccinemakers are down today in a down market. still ahead, molly hemingway, pete hegseth, joe can'ta. that is next. (vo) the more we do with our phones, the more network quality and reliability matter. and only verizon has been the most awarded for network . . according to customers. there's only one best network. the only one ranked #1 in reliability 16 times in a row. we are building 5g right. hi i'm joe montana. when you get to be 65, you have little patience for nonsense and inefficiency. you know what works and you become a pro at pretty much everything. ♪ ♪ that's why when i qualified for medicare, i went with wellcare. ♪ ♪ with no cost or low monthly premium plans, and no

microsoft as well. by seagate technology. cardinal health caesars entertainment, nasdaq winter amethyst, micron text, synopsys, adobe, none of the big techs are on that list. dow industrials in early going going up 90 points, that is a 12:45%, 10 year treasury at 156, price of gold at $18.59. bitcoin in the low 60,000 range, oil $80 a barrel, natural gas hovering around $5 per million british thermal unit and the average price of a gallon of regular is still $3.42. regular now averages in the formerly golden state $4.66. next case former president obama's economic advisor admits this administration is caught flat-footed. >> doesn't look transitory. it doesn't look to be a few specific factors, in september when they went back to school the labor force would grow and it didn't happen. >> what is the president's inflation plan? inquiring minds want to know. not just car prices soaring, new ones that you back as well. we will tell you how much? it is a big number. if you are looking to make money, top tech analyst mark motthaney

alphabet, amazon, microsoft turned up but not by much. let me this the stock of the day. nvidia a terrific earnings report this morning. they're up 11%, company of that size a 11% gain is monumental. 1.59% that is important, be just below 160. 10:00 eastern on thursday morning that means the mortgage rates. number please. lauren: freddie mac, 3.1%. up a bit last week. why? strong spending on the home. everything that goes in the home. dagen: i sense a rise in mortgage rates, not much but a rise gradually. halcyon days -- lauren: much lower and that you paid for your first home. dagen: that's true. thank you, lauren. now this. >>> the president's vaccine mandate is frankly falling apart. there is significant resistance to getting the jab and real confusion about which vax to use and when to use it. i'm all in favor of being vaccinated but i'm against forcing people, threatening their job or ability to travel or eat out. that is draconian and it is silly. you have to show proof of vaccination to attend the outdoor times square ball drop on new year's eve? as the president w

microsoft, apple, alphabet, amazon, meta platform ifs all on the upside. let's get to tesla. we know musk sold about $5 billion worth of shares. hey, susan, good morning to you what's new on tesla morning in. >> no tesla sold off -- so tesla sold off this week after elon musk tweeted out asking if he should sell 10% of his tesla stock. well, it turns out he already had that plan in place to sell his stock in mid september. that's when he planned it. and he planned to sell the stock this week, so it wasn't a big surprise really for him, and maybe that old wasn't the reason -- that poll wasn't the reason why he's offloading some of his tesla stock. take a look at the capital gains he has to pay, that's the main motivation for this stock sale. he told 4.5 million shares at $1,000 plus. he only paid $6.24 for those options, so you do the math, stu, on that monstrous tax bill that he has to pay. this has to do with those expirings in august of next year as well. you you know how it works, right? you use them or lose them, so think about another big sale to come probably in the nex

, the best tech stock on the year, 70%, could catch up, to assure and microsoft. stuart: expedia going strong. >> what is powering their bottom line is there air b&b competitor, the home rental, domestic travel, the entire travel stock, the airlines, welcoming vaccinated international travelers starting monday and boosting travel stocks at the pfizer covid pill. this broke 15 minutes ago, the wall street and reporting the wall street journal is joining the sec in investigating a startup for overstating their production and what the technology is. stuart: an investigation will do it every time. republican glen youngerkin won the governor's race while keeping trump at base. the republican national committee, joined me now. keeping trump at arms length. is that the republican template for 2022? >> i don't think trump was at arms length at all. mcauliffe talked about trump every single day. trump endorsed youngkin to get into the primary and trump was pivotal in doing tele-rallies in southern virginia. i don't think that is a winning strategy. stuart: youngkin would n

beloved microsoft is teaming up with facebook. integration with face bob team, zoom killer, conferencing product. megacap companies can't find a explanations to collaborate together. not winner-take-all necessarily in technology. stuart: not winner-take-all. i will remember that. thanks, susan. >>> president biden will visit the port of baltimore today. he will taught his infrastructure plan. edward lawrence is there. edward, that port doesn't really have as many supply chain issues as the california ports. is that why he picked baltimore? what do you say? reporter: yeah, we're only about an hour from the white house here. he doesn't have to go very far from home. he will be here later on this afternoon. take a look, this is a smaller port as you mentioned but there is work still going on here and the bipartisan infrastructure money here will immediately go to raise the height of train tunnels so containers can be stacked higher as they go through the midwest. brian deece told me, the money will unclog the supply chains but could

big tech, all of them now moving higher, microsoft, apple, alphabet, amazon and what we now call meta-- which used to be called facebook -- all of them on the upside. general electric is splitting into three public companies. tell me more, susan. >> yeah, the company founded by thomas edison almost 130 years ago is splitting into three companies, aviation, health care and power. and the name and the ceo, larry culp, will go on to live at ge aviation. i'm sure you remember the days when ge was america's biggest company, but as you know, it's struggled over the past 20 the years. ceo larry culp has been trying to turn the company around for the past three years, and ge did that reverse stock split this summer. it helped the stock, but it really didn't help the business, and we know that the aviation business, its main supplier will be to boeing, right? $22 billion sales business, power renewables, that was actually surprising, actually a bigger sales business at $33 billion. stuart: got it. now let's talk about nvidia because luminar ask is nvidia have some kind of deal going here, and

microsoft up, apple up. alphabet down a tiny -- it's down 76 cents at $2,972 per share. amazon, $3,500. meta at 343, how about that? we did have some earnings before the bell including oatly. that's the singing guy. >> yes. one of the cofounders. stuart: what happened? they're down 20%. >> i guess the euphoria wears off. sales were not great and oatly said they are facing challenges in the supply changer so they're blaming covid restrictions which they say might slow its scale-up. but i think it's the exponential marketing. stuart: it was a great commercial. could it be that people just don't want operate milk? >> i think there's probably saturation because i think one of their largest customers is starbucks. all of that was built into the price on the ipo. stuart: i think we agree on this. >> great. stuart: titan, what have you got? >> a program they say will save about a billion dollars each year. it's about saving money, maybe not as much growth. stuart: you know what i really want to hear about -- >> yes, we all want to talk about this. stuart: elon musk's twitter sp