he's been very consistent in that view um in terms of having enough influence over the vote uh of of um Tesla uh in the future so that uh bad things can't happen with the AI. So it's less about compensation and more about the voting influence um in terms of this and that was very clear uh as we were negotiating from a special committee perspective um in terms of uh this performance package and if there was a way of delivering the uh the vote without the actual compensation we would have done that but but fr ...

Joining us this morning, Stacy Rasgen Bernstein, senior analyst. Stacy's got an outperform on Qualcomm target of 185. Stacy, what a great time to have you on.I mean, what do you make of this reaction and and the overall move. >> Yeah, you bet. So, today's probably a good day to announce something like this.Now, people actually forget Qualcomm has actually sold AI accelerators for for quite a while. They've had the AI 100. The these look like next generation parts.Um, so we'll see if they can compete or not. ...

Tesla's in a transformative stage at this point in time where um we're leaning in very heavily to the um uh AI space in terms of both uh the vehicles in terms of FSD but also in terms of Optimus and and the robots as you can see here in New York today. And so for us it's uh we sat back as a board and actually determined that this is the right time to lean into um that transformation and for Elon to lead that transformation. And uh we then formed a special committee to actually determine what the right incen ...

Well, Qualcomm just announced it's taking on Nvidia in AI chips, a massive pivot for a company that built its empire on smartphones. So, they're launching new data center AI chips starting in 2026. And they also just announced their first major customer.That would be Saudi backed AI startup Humane targeting roughly 200 megawatts of capacity starting in 2026. So, they're not essentially going after AI training. That's the market that made Nvidia worth over $4 trillion.Qualcomm is targeting inference. That's ...

guys taking it completely away now back to the land of media and I'm not going to talk about Warner Brothers Discovery right now. Not too much to add on that at least at this point. Uh but that's it.>> Say again. Yeah. No, no surprise Sony not not interested in Warner Brothers Discovery.I'm talking now uhh about uh Tail Sheridan, the uh incredibly successful >> director, writer uh and producer of uh of shows that have been really the engine behind much of what's gone on at Paramount Plus. Uh we're talking o ...

Let's get to Jim and stop trading. >> Charable trust name Honey. Well, absolutely fabulous piece today by RBC Capital talking about the breakup.Uh the stock started moving last week and what I thought was most interesting was we forget that GE when they announced the breakup dramatically underperformed until you got very close to the actual breakup date. And David, we should be talking about this some days, but people feel like when you split up companies right now, it's not working. No, it just takes a lon ...

There are companies there that are it's just devastating to look at how they've done. I mean they've created no value >> for a long period of time. >> Yeah.Right. Yeah. >> None.And I don't know what those companies are doing but man they got to shake. >> It always is worth mentioning that 10 stocks are 40% of the S&P 10 >> and they are great stocks and those are a real market. >> Let's get the opening bell here on the CBC real time exchange and the big board.It's Florida based Optimum Bank celebrating 25 ye ...

All right, seven minutes before we get started with the first opening bell of the week and here's our first mad dash. You know, we don't talk that often about Birkshire the stock. >> No, we don't.And Julius, you say that because we know I was going to call him a legend, but I worried about that legend. >> He's beyond legend. >> Okay.Yes. But Warren Buffett is obviously the best best investor of our time. Today, Keith Bruette downgrades Bergkshire to a cell.They're talking about Geico, the big insurance comp ...

the busiest week of earning season is upon us. We want to bring in Stephanie Link for this stuff. It's not just earning season, man.We've we've got this potential trade deal that looks like it's a much better situation. We are have the markets at new highs. We've got the futures up sharply this morning.Kind of on a roll here. Does that make you feel good or do you get nervous when things are this good. >> Oh, I feel really good, Becky, and thanks for having me.Good morning. Uh the economy is hanging in ther ...

I know we're all focused on cars, but I'm curious if if we're all sitting together 10 years from now, will we think of Tesla as a car company or will it be a robot company. You know, just even seeing Becky getting those gummies, being handed the gummies by >> Optimus, is is that what it is. And and how how close are we to true dexterity.Because, you know, people always say that that robots can do a lot, but they they still can't fold laundry, for example. Oh, well, Optimus can fold laundry. I've actually la ...