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Well, tech is holding up well given it has high multiples coming into this part of the reason tech is the answer to some of the issues particularly working from home, things like krits tricks, zoom, microsoft, amazon, have outperformed it appears this is going to be somewhat of a permanent change theres a spike but even coming out they could benefit we would like to see more breadth within tech. Its been big and focused. Last week was interesting. As we started to get a rally in tech we got a sense for whats going to perform on the other side, services,semis, smaller cap names. We dont think w...

Good tuesday morning. Welcome to squawk alley. Joining us this morning, elie wiehl is on set and mike isaac. We will get to you in a couple of minutes. We start with mixed signals from washington over the president s reported conversation with Russian Foreign minister lavrov inside the oval office. National security adviser h. R. Mcmaster now set to hold an oncamera press briefing in about 30 minutes. We will bring it to you when it happens. John harwood is in washington to set the scene. Clearly the white house is taking this seriously, as it should. What do we expect to hear from mcmaster . ...

And he just bought more today. Hes going to give us the name and, chances are, you might own it too and black rocks terry sims son said the trump trade is on, quote, life support. So what does that mean for the rally . But first, we start with what seems to be the magic words for this market, tax cuts. Every time someone from the Trump Administration utters those words and recommits themselves to be the agenda, the market takes off after paul ryan said the party is unified on tax reform during a town hall last night the dow having its best day since april. Soaring nearly 200 points. As the mar...

Meantime, in london, hundreds gathered in front of the u. S. Embassy to protest the inauguration. Both umplet k. And u. S. Protesters say theyre concerned with the way the new president seems to be taking u. S. Government policy. There were similar protests in germany. The senate has the votes to confirm james mattis as the secretary of defense. The Senate Armed Services committee already voted in favor of the retired army general james mathis this week. Mr. Trump signed legislation allowing mathis to run the pentagon. Global news 24 hours a day, powered by more than 2,600 journalists and anal...

It but you gotta learn how to reach up and grab it cause everybody wants some love shooting from the stars abo aboabov above heartbreak is more than i can take, i can never get enough if you need it, you should show it welcome to squawk alley for a friday. Jon fortt, Kayla Tausche and myself at post 9. A remarkable day in business news. At this hour, the president , as you know by now, is meeting with members of his Strategic Policy forum. In the room right now, blackstones Stephen Schwarzman, jpmorgans jamie dimon, elon musk, mary barra on the right. Dows up 168 on a jobs friday. We have this...