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CNBC Fast Money Halftime Report July 12, 2024

Alltime high of 70plus thousand on a sevenday average. Steve weiss, turn to you dow down 10 from its high no, we dont have control of the virus. We dont have stimulus were not rounding the corner. We are, as dr. Scott gottlieb said on squawk entering the most difficult phase of the pandemic we have yields lower s ps down for three Straight Days what do we do with this today, steve . Well, ive taken off a number of positions ive added some shorts, added some puts to protect stocks for earnings th...
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CNBC Squawk On The Street July 12, 2024

Amazon also boosting, well, going up, of course, and apple, man, youve seen them both over the last day and this morning perhaps no exception, later today, we get the apple phones, prime day has kicked off, carl it is a big day. And as it was for yesterday, in terms of the stocks. Indeed, were within 2 of all time highs on the s p, trying to get back to the september highs, jim but i wonder if you think the lead this morning are these loss provisions at jpmorgan. I am surprised positively i thin...
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FBC Mornings With Maria Bartiromo July 12, 2024

Trump junior and nfl football great, Herschel Walker joining us this morning. Its a big show. You dont want to miss it. Election interference allegation affecting futures this morning. Were expecting a lower opening for the broader averagings this morning. The s p down 11 points right now. A big day for earnings, three dow components reporting this morning, cocacola, dow and at t. Were awaiting American Airlines and southwest, all those numbers as soon as they hit the tape this morning. And bag ...
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CNBC Fast Money Halftime Report July 12, 2024

Debut at the New York Stock Exchange that direct listing, we expect that debut to happen any moment now. Well show you that when that begins trading steve weiss, i begin with you, you have positive news today on virus therapeutics, some of the Economic Data was good as well you have made some interesting moves. You bought back ford, bought back peloton, corvo, and i want to know why. I also bought back some of the clean energy plays heres why i perhaps got too negative wos week vgts it seemed to...
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CNBC Fast Money Halftime Report July 12, 2024

Lets bring in our guests today, arguing that stocks might not be so close to new highs for very long mike wilson, Morgan Stanley, back with us good to see you. Glad to be back. 10 correction is the most likely outcome why is that . Its a continuation from the call we made in september where we got a 10 correction. We walrallied back all this comes back to our framework. We look at the valuation its pretty full volatility has picked up because of the events they know are out there, whether its th...
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CNBC Fast Money Halftime Report July 12, 2024

Give up by mega cap growth and shift into value, wasnt i that was the strategy being communicated over the last five days i dismissed that last week mega cap growth is where investors should be. You should not be selling your oldin holdings and reinvesting in the lagards. This is where youre going to see the continued Revenue Growth, this is where youre going to see the correlation from work from home, stay at home and this is where moving forward youll find your best retur returns. Kevin oleary...
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CNBC Closing Bell July 12, 2024

House. And banks ahead of a slew of earnings reports today jp morgan and citi tomorrow before the open. 59 minutes left in the session sara and we are higher across the board. The banks stocks up close to 3 for some of them 3 up for the nasdaq. Best day for the nasdaq since april. Coming up, the ceo of ho logic plus we will speak with the council on Foreign Relations richard haas about how the handling of the pandemic in the United States is being viewed by the rest of the world and how it influ...
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CNBC Power Lunch July 12, 2024

The world. We will talk to the head of a major new jersey hospital that was on the frontier a few months ago and still are. Well find out what theyre seeing there and look at how covid has crushed urban real estate power lunch starts right now thank you, at thtyler. Markets are starting with a nice alley and broad base every sector is higher, except Energy Technology leading the way, up more than 2. 5 hi, bob. Seema, its a rally but look under the hood. Theres a very progrowth bias to this. A lo...
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CNBC Closing Bell July 12, 2024

They missed estimates by a wide margin the expectation was for over 800,000. And tech stocks are broadly underperforming to day, unwinding yesterdays gains. Amazon, apple, facebook, and microsoft all heading lower. 59 minutes after the session and were down 2 for those names. Power play. Pete . 5 for the s p 500 lets get to the president s diagnosis and impact it could have on a broad range of issues. Were looking at the potential impact on stimulus talks meg has the details on testing at the wh...
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CNBC Squawk Box July 12, 2024

This comes after modest advances you did see gains. The second out of the last three sessions as joe mentioned it has been a rough week we are on track now if we continue on this pace to have the first down month weve seen since march. Looking at all the gains theyve built up on all of this. You are looking at fairly solid gains. It is a matter of days before we get to the end of the quarter. Take a look at the treasury yields now, especially the 10year. 0. 661 hasnt budged. Weve been sitting at...
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