 We are all in big time when it comes to EVs, thanks to the tie-up between Rivian and VW. Remember, we broke down those headlines after the close yesterday. And then you've got Tesla on track to losing a big bragging rights. We're going to get into that in just a moment. Plus, Carnival is on a tear, shares up nearly 20% in the past eight days. We're going to have CEO Josh Weinstein back with us to talk about record cruise demand and what consumers are doing and looking for.