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CNBC Fast Money Halftime Report July 12, 2024

Value and cyclicals are doing better than tech tech just in the red energy and financials at the top of the pile. Stephanie, are we getting a rotation, the start of something that might last a bit longer than it has done ever before well, you know my position. I own a bit of growth and value. Im hoping value has its day in the sun. What you need for value to work is better growth and also a higher expectation for inflation. While we are Getting Better growth sequentially. Youre not getting anyth...
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CNBC Mad Money July 13, 2024

Safe with investors going allin on the kind of stocks theyll be very sorry about if the good news for the past 24 hours fails to payoff. And thats how the dow surged 912 points the s p rocketed up 3. 15 . And the nasdaq 2. 44 too many of the socalled pro covid stocks you know what i mean when you look at pictures of lines at bars in ohio or wisconsin this weekend, im sure you saw them how about the packed beaches theres none left in jersey, and florida. Its clear america is reopening for busines...
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CNBC Squawk Box July 13, 2024

Indicated up about 40 points yesterday, we did see compressed yields higher prices for treasuries 10year at 1. 36 the twoyear at 1. 7 in japan, the nikkei falling over 300 points. The bond market won, so we are going to have our friend on today. He always says it is going to be because of slowing growth. He seems to get a little bit serandipitus about it. Ill give him credit. The slowing growth caused whatever caused the slowing growth gold is up. Stock market ignores things until it doesnt hope...
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FBC Making Money With Charles Payne July 13, 2024

Charles nasdaq and s p are in record territory as many momentum names like nvidia, tesla, they continue to soar because they keep getting upgraded as housing data blows away wall street consensus, adding fuel to my theory well see a housing boom this year. I have the pleasure bringing in two of the best. From kaltbaum capital management, Gary Kaltbaum and rosecliff capitals mike murphy. Gary, start with the momentum names. We know the maga names. Microsoft, apple, google and amazon. Own a bunch....
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BLOOMBERG Bloomberg Markets Americas July 13, 2024

Lows. Stoxx 600 down by 0. 3 percent. The pound is getting a battering. Increasingly, noise out of the bank of englands adjusting we are heading for a rate cut toward the end of this month. Pound suffering as well on gdp data today. German tenyear, we are up by four basis points. We are trading 16. Chinese vice premier liu he is set to arrive today before an expected signing of a phase i trade deal with the United States on wednesday. For more, we are joined by kristina hooper, invesco chief Glo...
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CNBC Fast Money Halftime Report July 13, 2024

Halftime report starts right now. All right. Welcome. Good to have you with us on this tuesday. Joe terranova, stover any link, and jeff farr is back. Stocks modestly mixed. We begin with four widely held names. While woe dont expect another 32 years, we also dont expect selling pressure given the runway of disney plus. Are more ahead i could see a scenario the next couple years it works its way up to 200 a share disney had an incredible year. They had 80 of box office, which is completely unhea...
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BLOOMBERG Bloomberg Technology July 13, 2024

Taylor how cyclical is tech hiring . Forecastedssion later in the future. Doesthe economy does well, text see some over hiring and when it doesnt, does it see under hiring . Is it defensive, or economic agnostic . You dont have as many Business Cycles to look across to see how modern Tech Industry does. Certainly doing the tech bubble, you had a huge run off at the time. It was recently that we started to reach the Employment Level things focusing on the tech sector. The cyclicality matters. It ...
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FBC FBN AM July 13, 2024

Right now. Well take more of yesterday today that is for sure. Welcome to fbn am and good morning im cheryl casone. Hey cheryl good morning everybody. Im lauren simonetti. Yeah well it is a great morning for your money investors gobbled up stocks yesterday. Also major indices were set to open at record high this is morning right now were a little bit to the downside. Back to change, though, the dow is down 12 s p up one and three quarters nasdaq down one and three quarters but the dow could if t...
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KQED Nightly Business Report July 13, 2024

The major averages finished the day at alltime highs thanks to Quarterly Results from some retailers which brightened the mood and which well get to in a moment. There were also incremental developments and u. S. China trade talks that investored interpreted as positive. Though as you know that changes from day to day. Here are closing numbers. The Dow Jones Industrial average 55 to 28121. The nasdaq gained 15. And the s p added 6. Now to this new report on the makers of opioids. According to a ...
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CNBC Power Lunch July 13, 2024

Right now the green is the controlling color. The dow approaching 2,000. The s p and nasdaq on track for record closes to end out what has been a very eventful week. Lets get to eamon now for more on what we expect as we await President Trump. Its been to put it mildly a busy day in washington the drama is swirling here in washington today the president will be talking in the roosevelt room in a couple of minutes about this initiative that you just mentioned which is keeping Held Health Care cos...
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