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All coming after the markets are coming off a very strong month of june. For the dow, it was the best june performance in over 80 years. You have to go back to 1938 for the month. The dow was up by 7. 2 s p was up by 6. 9 for the month that is its best performance since 1955 and the nasdaq was up by 6. 9 and thats its best performance since the year 2000. Taking a look at what happened overnight in asia, hong kong was closed for a Public Holiday but those markets that were open also up very sharply on again, this idea that trade talks are back on. The nikkei was up by 2. 1 . Shanghai composite...

In terms of gains. Can tech keep up its recent hot streak joining us now to discuss is jeffries Senior Analyst brent thil and tom forte gentlemen, good morning to you both tom, ill start with you the fact that were seeing names like apple, the semis rally on this u. S. china trade truce over the weekend and what it means for some of these companies to be selling into china, how should investors be thinking about that sure, i would say the truce is nice, but we would like to see is an actual resolution. So one point in time, resolution looked like china agreeing to buy billions of dollars of Ag...

And we havent seen temperatures quite this high since back in 2003. Police and Security Services wait to hear what the coroner says about them at the inquests into the deaths in the London Bridge attacks. Coming up on afternoon live all the sport. The wimbledon draws been made and its been releatively kind to the brits involved. More to come. We would take a look at the all time french record that has just been set ten minutes ago so we will take a closer look at the heatwave in europe, and it is also the hottest day of the year so far in scotland and wales, so we will look at those temperatur...

To their higher product pricing. They implement it higher product pricing to mitigate the tariff issue in the marketplace, and that had an impact on their sales. Thats three through on tariffs, not being able to pass along prices, and having an impact on sales. David and it hit their margins. There was also going to be margin pressure. The question is what it says more broadly about industrials. They say they think the economics are ok. Alix as long as their margins might not be, but Overall Economic activity ok. News comingve some out of delta, up in the premarket. Its raised its earning per ...

End up taking away some services i want to know when we start suing European Companies to get back what they steal from our companies. Every time you get a 5 billion charge against an american tech company, lets sue them back which ones . Take s. A. P. Thats the only one they got they basically legislate innovation out of their business in europe. Well dig deeper into this. Its something the markets are focused on you think election cycles end . I think well go through an intense 18 months. Get a week off. Do we get a week . This cycle it will be about bashing tech it wont be about bashing hea...