Page 101 - Halftime Report News Today

Youre new to me. I love it. Were going at it. Great to have i hear you like a lot of stocks i dont like. Were known were known to like a good debate on this show. Good. Were ready. Lets start with mcdonalds. Jimmy, go to you first. What do you make of the selloff in mcdonalds today for a stock that has had a tremendous run . Look, easterbrook one of those guys like a head coach. Just, literally, i dont know why, but we felt this was a trap game. Some of us felt it was a trap game. Felt he was se...

It is officially official, as you said, donald trump after a day of leaks yesterday now tweeting out the news that he has picked indiana governor mike pence as his running mate and potential Vice President of the United States of america if trump should win. Heres the tweet just a little while ago donald trump put out. I am pleased to announce that i have chosen governor mike pence as my Vice President ial running mate. News Conference Tomorrow at 11 00 a. M. That News Conference was initially s...

Stopped short of calling them a pyramid scheme, what ackman hoped for. Said it would happen, the stock would go to zero. That language avoided and herbalife tried to frame it as an upbeat resolution for them. Heres what he had to say. They chose 0 negotiate a settlement with the harshest the ftc ever had against a pyramid xwee scheme. Misleading the market about what the ftc ultimately concluded. We think its a nice try, but its the herbalife, shut down by the ftc. They just havent realized it y...

Composite up even more 1. 35 . Materials and financials leading the charge as you see right there. And this rally could keep going, thats the question, will it . As we close out this quarter. Were very close. Bob pisani on the nyse floor here to explain. Hi, bob. And the important thing is weve stopped having an influence from brexit and seem to be looking at people picking up bargains right now. Lets take a look at the markets midday. Weve got an end of the quarter rally going on 8to1 advancing...

Later, the most hated man on twitter just got banned but that may not be good for twitters business model. Well explain. First well explain with old tech taking the markets to new highs. Kiss ki cisco breaking out, microsoft. Intel hitting a new high. Old tech has been on fire. Is it still the best place to be despite intels slight miss tonight . Tim, lets start with you. I think its stock by stock. In intels case actually i think youve got a company on evaluation metric, first of all, coming in...

Terranova, jim lebenthal, josh brown and Pete Najarian. How worried should people be this week for a sector thats made a nice comeback . Not worried at all. The sector is rallying into this dnc and a big difference between word and deed. Very easy to put things in a platform, harder to actually enact them. And history suggests that these things typically dont play out based on the worst case scenario. Most important thing here, scott, technically speaking, look at xpi, equal weight biotech index...

Some bids today for sure. I dont expect an announcement today or, frankly, anytime too soon. Frankly, the whole process has been a bit of kabuki theater, in my opinion, and i think if im sitting there and looking at bids, ill analyze those. Probably go back and forth if im bankers and the company, to those bidders. It also sounded to me, some bidders might have needed a little more time. I expect some bids today, analyze that. Maybe a week, two weeks, beginning of august. The only wild card, i t...

Over . I dont know about over. Just pause. We rallied so much from the brexit news so quickly. Surprised just about everybody, i would say. Myself included. I think we pause. Back and fill. A big week in terms of the jobs number friday. Earnings next week. Get more color from what companies, what theyre saying. What is clear, mel, rates are staying low. Even if they dont stay this low, theyre going to stay low. So what you are seeing today is kind of the continuation of chase for yield. I have b...

Mike is here to talk about what this means. Mike, what comes next . 14 months without a new high. Whats going on now is of course you had yields globally suppressed and that helped the sectors support the market we talked about over the past few months. Now the question is what happens now. We have the earnings recession in the process of ending so you have the more cyclical sectors and the question is do we rotate or have a broader move higher . Last year the doubts were over it and it wasnt a ...

Shark is with us. Bob, kick it off to you about netflix. Missed subguisens three of the last four quarters. Is the story changing . The real question on the price value allegationship for the consumer. Blaming this, the grandfathering price basing basically going up. Saw an unexpected amount of turn. Interesting there, it wasnt actually on the people that had their prices raised. It was on other people that were their prices would be raised and in turn before that yeah. Odd explanation. People s...