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Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were goi ....
Dublin, out of livermore, a crash at first street. Springtown, there you go, a little bit of slowing remains. This crash is on shoulder. More slowing. Should clear up over the next few if you are hitting the red right now. North 101 coming up toward bailey. That cleared a few minutes ago. Thats it for the Early Morning commute. Thats good. Back to you. We begin with break news out of hong kong. All flights going out of the airport are now canceled because of more protests. This is video of thousands. They are gathered inside a terminal. Look at the number of people overnight. We just checked at sfo. So far, no impact here. The demonstrations across hong kong are stretching into their tenth week and showing no signs of ending. Rye not police also shot off Water Cannons to protesters on the streets of one of the citys main shopping district. Demonstrators are calling for more dem ....
Houston just lifted an Major Concerns of major looting. We are live on the ground there in moments but first. Ainsley lets get to janice dean who is tracking the latest path. Janice another path you mentioned in cammeron louisiana and still not out of the woods in terms of heavy rainfall for not only Southeast Texas but louisiana and you were valley. Houston your days of drying out begin today. But there is a tornado threat. We actually had a tornado warn storm west of new orleans. We are watching this future radar. Still this area of low pressure, Tropical Storm harvey will remain stationary and then it will start to move begin not guilty next 12 to 18 hours it will be picked up by a cold front, a trough that will move this north and eastward over the weekend. We still could see upwards of a foot of rainfall across the ....
Anybody taken him out back and kicked his little butt. What advice would you give to the 25yearold donald trump knowing what you know today . Dont run for president. [laughter] just like fire world just one day watch this madness steve its fire friday. Ainsley fire friday. Steve actually it was fire thursday. Pete hire friday. Ainsley john bolton is in h. R. Mcmaster is out. Steve pete is in. Pete someone else is going to join us for the weekend thats back. Ainsley a little tease. Ainsley excited to see her. Steve we are, indeed. You will be excited to heart news. While you were sleeping, the Senate Passed a gigantic, monster russ, really big 1. 3 trilliondollar spending bill avoiding a government shut down. Thats the good news. The bad news is its really a lot of money. Ainsley it now heads to the president s desk but not, without of course some criticism. Pete our own Griff Jenki ....
We get to hang with you. Griff i do have to wish my wife a happy birthday. Kathleen, happy birthday to you. She is going to be treated like a queen today by her friends and tomorrow i get to go home after the show and take her to dinner. Its going to be a big day today because, honestly its fall here but in washington its subpoena season. I talked about it as a reporter for this show and here we go now with more news today. Pete according to the New York Times, consider the source, the left is piling on when it comes to impeachment. There are reports now that a Second Intelligence official is weighing his or her socalled whistleblower on what happened in the ukraine. So you had, of course, over the last, what, week and a half we have been talking about now this individual who some call a whistleblower. I dont. I think he was a leaker who used official means to get inform ....