The nasdaq on track for a 5th week worth of gains here and the dow is erasing its losses for all the year at its highest level since late february, its also having its bests august since 1984. We turn to the Investment Committee for this we have just been seeing green, green, green for it seems like weeks, if not nonts months at this point it is surprising the markets have marched higher the way they have over the last several months since the pandemic lows its not all surprising all the factors were looking at from the fiscal side, the monetary side and the virus side are lining up in support of equity just think about what happened with chair powell yesterday and the historic announcement he made about departure from the prior inflation targeting regimes to this averaging inflation concept. What does that mean . That means rate will be low, low, low for the foreseeable future we think thats two years from now. That is very support ifr five f valuations then you have this fiscal stimulus and probably more to come thats been massive in historical concept the other development really added optimist to the market this week has been on the testing, on the vaccine and the treatment front. We have seen the abbott announcement which i think is really big deal. You get quick tests, fast. 15minute turn around time and we can get that at scale thats really big deal that will allow us to put the worse of the pandemic behind us better treatment promises of the vaccine by the end of the year or early next year and this mass scaling testing. I think thats whats lifting the markets high here. I think all of those things are justified. Yes, it is possible that very, very near term we are a little bit stretched. Some technical indicators point to that but any dip we get would be the one id want to buy it sure doesnt feel a market like this should be with an economy like we have with a virus pandemic still at play right now, a market like this shouldnt go up in a Straight Line in a 30 to 45degree up angle, yet it has. Is there anything thats worrying you about whats happening with the market and the dynamic with these fresh record highs seemingly every day . Certainly the question is how broad is this rally we know that the top five stocks within the s p 500 now compromise 25 of that index the other 495 stocks actually together have a negative return on the year. If you want to put it in different term, the russell 1000 value is down 9 on the year while the growth is up 30 on the year that sort of narrowness, that is not healthy to me. That doesnt mean we need to Seek Technology and the other growth high flyers sell off. I hope that doesnt happen you really need financials to start to pick up some slack. That broadening of the market would make me feel much better underneath that head liecline o where the s p 500 is, the average stock in this market is not doing anywhere near as well as the headlines would suggest interesting that jim brings that up. Were looking at one of the etfs that track the s p fo500 on a mr equal weight basis that tracks the equal weight s p 500 is down around 4 on a year today basis. The market cap weighted traditional s p is up 8 . Averages are great to talk about for so long. We still talk about the Dow Jones Industrial average which is 30 stocks what the historic conversations lose siegts ght of is the change occurring in business and your personal life which is the move to digital the move to work away from home. All those moves are reflecting in the companies that benefit from it. To get to the legacy of old value names is wrong we got to stop the debate. Thats why you have active managers to avoid the indexes. Jim, im sure is embracing this because its his opportunity to out perform the indices. Value to me is a misnomer. I see more value in a company that is selling at a p e of a market multiple and growing at 30 than i do in an auto company at six times and is not growing at all and has a very heavy infrastructure they have the support. It depends how you define value. Value is not the only can i respond to that value means that stocks that havent moved. Jim, im going to give you a quick rebuttal go ahead because steve makes a fine point. I want to add this counter point. Were not talking about just the year 2020 that growth is out performed value. This is 13 years if russell 1000 growth is up 134 the russell 100 value is up 26 . Thats a 5 x difference. At some point it reverses. What im saying is after the last five years in particular, its getting pretty hard to breathe at the valuation levels that the growth indices are sitting at one of the reasons were seeing this bullish tilt this maybe melt up, if you want to move that market cliche has to do with the Options Market call option volume has exploded in recent months with put volumes rising at a much slower pace ive seen other Research Talk about something called options skew meaning the price relative of call options, bullish options are those bearish. Jon, that means that people are buying up the market and betting on further upside, right that is correct when youre buying an option, as you know, because you do a enough of these shows where you talk about derivatives and so forth, that has less risk than owning the actual stock. In other words, the people that are actively speculating, for instance, in apple or tesla, two stocks that are splitting next week, the people that are trading those could be trading five hundred dollar stock in the case of apple or 2100 stock in the case of tesla. Instead, they are speculating with five dollar, four dollar, maybe 20 on the high end option contracts. We both know that the option gives you that kind of leverage because its got a limited time frame for that par tis pants tie right. That also means thats all you can lose if youre trading those call option, you have a lot less risk on the table trading that 5 there are or 20 there are call i think that shows a lot of discipline probably a lot of folks that cant afford to trade those stocks and instead are trading the options. Its also why were seeing the vix move higher even as the market moves higher. Thats usually the opposite case why is that . People are seeking out that derivative rather than the stock when they are speculating on upside and a lot of them are probably doing stock replacement as well. Thats a prundent way to participate in the market with limbed risk. For those professionals out there who are selling these options, selling the call options to folks, if they are appropriately hedged for the potential that they could get exercised on them, they have to buy stock every time they sell somebody a call option i want to talk about some of things were seeing in the real economy. Were seeing a number of things that are not wall street relate pd cocacola is cutting jobs as part of reorganization process there. Its going to be thousands were seeing Airlines Cutting jobs and theres the threat there will be more furloughs if government aid doesnt come through. You have a casino operator like mgm saying it will cut 18,000 previously just furloughed employees. These are not good headlines enter a week when you have a large jobs report. I will turn to you we know that the economy is not the stock market is the data somewhat worrying now about where the direction of the economy could be headed . I think the data is very telling about what the economy will look like over the next six months to a year its going to be an uneven recovery thats full of friction we will have the new tech sectors that do well continue to think about everything online. Digital commerce, omni channel commerce well have other sectors of the economy, the brick and mortars and real estate. Multifamily real estate that will continue to suffer. I think we will continue to see this bifurcation in the labor market i think what the economy is going through is a big adjustment process theres friction theres lags while we work to reallocate the capital from the brick and mortar to the online infrastructure youre right its not the market. I do think that the market cant still fair pretty well in an economy thats growing 2 and where rates are exceptionally low. All right lets find out which stocks our economy is looking to buy. The types of moves youre making given tape thats at record highs. If you talk to any company that is in the supply chain the name comes up. It is the number one Cell Phone Company in the world right now its 5g and internet of things they had a great quarter stocks up a little bit all started position lows as i mentioned yesterday. Id love that to continue pulling back so i can get a full position in it Paypal Paypal is very attractive name i missed it. Dont know how i missed it i was onto the visa and cash list that have to come down quite a bit as would peleton i dont expect it to because they report earnings soon. I think have another blow out quarter. Jim, what exactly are you doing trading this environment im in the making any moves today. I have a couple on my watch list i think the stimulus deal will take longer to play out. Im going to see if i get better price for it same thing with sales force. You look at the results this week and i dont see that stopping any time soon it continues to be the in demand Customer RelationshipManagement Software those are two on the growth side on the value side, i think viewers know that im not long for intel here i still have it. Im looking for an exit there. I still want to be heavily in the semiconductor space. Broad co broadcomm is one that intrigues me it has a pretty diverse portfolio of applications. Much like intel does a very atrackive valuation on the value side thats what im looking at jon, any kind of indication from your end here about particularly trades that might seem attractive to you or stocks that you have on the Shopping List in case they do kind of go on sale . Yeah. This is one of those difficult things when youve got stocks that were all trading, all four of us. If they dont get additional, not just american but all the airlines they will have mass layoffs. Obviously, thats a huge negative for those people. Unfortunately, in the world in which we live, that is one of the reasons that the stocks are rallying they are rallying if you take 19,000 people, which is what i heard for one of these companies in the transportation sector, you take that many employees off their list, all of a sudden that stock is more attractive to certain investors. When you see mgm, its making a 61 move in the last month this was a 16 stock now Social Security puits push. Making a very strong move also then like i say, some of those epicenter stocks as tom lee would call them in the transports or the people that have to touch us in terms of hospitality. Many of those are getting that lift either because their betting that they going to get a bail out as we start september next week or that theyre going to have to go through these very painful cuts to their work force and yet that is their single biggest expense. Looking at all that, dom, thats why im pretty heavily loaded in some of those stocks right now because im anticipating that either we get that bail out and theres some sort of agreement whether its a skinny deal or 1 trillion deal or theres going to be a lot of layoffs those stocks will rally on those layoffs and thats why im focused in on those sectors. All right speaking of sectors and Industry Groups that focus in on anastas anastas anastasia, we know you dont look at the stocks specifically, theres etf plays youre looking at now what exactly goes on your buy list these days . F theres a few things. Recovery trades, the hotel, the airlines they have been holding up pretty well in the last week or so. I think theres more to that trend especially if you look at it from a six months to a 12 months perspective i think we are likely to make breakthroughs on the treatment and putting covid behind us. I would be a buyer of some of the recovery trades. You could do that for Consumer Discretionary, through Consumer Services that the Investment Committee talks about here thats the first list of things. I would think about clean energy and electric vehicles. These are not just fads. These are both trends that are gaining prominent traction and its not because the policy makers are pushing us in that direction but its because economics are there. Its now approaching parody with some of the Traditional Cars if you look at cost of clean energy like solar and wind its converging with coal and natural gas. All of a sudden this changes the math for investors its not just the government push but its actually the pull of attractive economics thats reallying holding an investor interest on this category. The move to sustainability is huge its not just the election trade. I think its really the trade for the next few years last thing i will mention is all of these were many the bullish camp, the bullish side i have liked tech. We will continue to like tech. If you think about some of the risks that are out there, well hear a lot more on the u. S. China trade. Most likely leading up to elections. Whether you look at asia tech, asia shares or u. S. Technology, i would be thinking about hedging some of it dont sell it but hedge some of it apple, four for one stock split begins on monday its been a huge kribtscontribuo the market the dow has soared a little more than 3,000 points. Apple stock has skyrocketed more than 40 and pushed the dow up by more than 1,000 of those points lets turn to you. Each of you guys, besides anastasia owns apple stooe steve, what do you think were going to a stock split its been bullish. Do you still ride apple and see it through the end of the year as i mentioned yesterday, on the day the split was announced a bought a trading position in apple. I got my core position it was up 15 in less than a month. Thats pretty good gain. That doesnt mean to me that the move is over youre seeing these layoffs. Just address that for a second i think its a very important point that you brought up we didnt really fully flesh out. You have salesforce. Com laying off a lot of people despite exploe exploding earnings the airline laying off people because the business isnt there. I feel to get with Companies Getting leaner i have terrible for people using their home some employees didnt log in at all on day some logged in for an hour were seeing a change in behavior where companies are saying we can do more with less. I dont think jobs come back any time soon. Going back to apple. I think apple, even though theres no economic benefit. Studies show that stocks 6 months to 12 months out perform by 5 to 8 after a split since were in a hyper environment, i would expect you to see apple and maybe even tesla out perform to a greater extent from people saying i can get it cheaper even though economically thats completely false. Apple trades 37 times next year expected estimated earnings its worth 2. 15 trillion in market cap all of those are fairly eye popping. Do you still want the own this stock . Well, i am but im kind of holding my nose because i heard what steve said and hes probablily qualifying it as a technicality the split may cause some buying. Id call that a sugar high in a month this stock is up about 35 . Thats after the split was announced. Now, lets take a look at whats happened this month. Its not like the fed lowered rate rates this month. Its not like anybody didnt see the change in policy coming from yesterday. Theres no new fiscal stimulus were post earnings. This 35 return in the month of august, to me, is the front running of the split thats coming up. Im not going to sell it ive trimmed it a couple of times. Im under weight apple and ill stay there for now thank you very much straight ahead, were trading a few bullish calls out today. One is on this mystery stock which has more than doubled just this year. We will reveal that name lfmeill debate it, next. Hati returns in just two minutes here experience the adventure of a bigger world in a highly capable lexus suv at the golden opportunity sales event. Lease the 2020 rx 350 for 419 a month for 36 months. Experience amazing. At your lexus dealer. E i keep working my way back to you, babe with a happiness that died i let it get away servicenow. The smarter way to workflow. Coming to the green flag, racing at daytona. Theyre off. In the kentucky derby. Rory mcllroy is a two time champion at east lake. He scores stanley cup champions. Touchdown only mahomes. Expect anything different . The big events are back and xfinity is your home for the return of live sports. Welcome back to the Halftime Report good afternoon. Here is whats happening at this hour the white teenager charged with killing two protesters in kenos harks, wisconsin will stay in illinois for now he has received a one month delay for his extradition hearing so he can hire a private attorney four people have tested positive at the Republican National convention in charlotte, north carolina. A Convention Spokesman said all four tests positive on arrival and were immediately isolated. Americans have saved more than 90 billion dollar on Community Cost since the pandemic began thats according to a new study from remote work specialist up work that comes out to about 2,000 per person or more than 750 million per day if r the whole country. You are up to date thats the news update this hour back to you. Lets get to some trader moves. John, you are booking some gains, trimming some position, selling stock. What are you doing new gorilla glass, made a really nice pop for us between the last time i was on monday and now ive been selling out of that position. Adt, that one was basically not a big bell ringer. You have to make a decision pretty quick when youre in those short term options dom atd, i thought we might see google or somebody make a nice move for them. The stock made the pop and then it pulled back i kpiexited that position another one to finish up with, dell we had really strong activity in Dell Computer over the last several days that one made a huge pop along with hewlettpackard when hewlett announced those 18 pcs shipped which was a nice move for them even though i still have calls and stock in dell, i was trimming that one pretty aggressively today lets get out to rahel with some of our analyst calls of the day. These calls are all betsing on continued stay at home trends dell getting a high target of 80 bucks. Citiis initiating coverage of General Mills and kellogg which represent 50 of the cereal market as more of us stay home, these names will remain elevated that comes as the wall street journal indicates a decline in grocery spending as people become more price conscious in the absence of additional government aid watch that space speaking of food, dog food, chewy getting a price target of 70 bucks noting the pet product space is in growth mode and in economically resilient market. Shelter populations are down more than 20 as people look to make their homes more inviting youre a crazy dog person like i am whats more inviting than a pet. I am. We have a huge effort here at Nbc Universal for clear the shelters initiative. Its only going to get a tail wind from some of this pandemic spending a tail wind, did you do that on purpose yes steve, you talked about chewy in the past do you own it have you bought it these shares are up 100 just this year alone. If i were to extend my buy list, chewy would be on it its not cheap at all. I was watching one of the amazon trucks being packed and 80 seemed like it was chewy boxes we have a couple of dogs we buy from them everybody i know buys from them. If they pulled back and it will be a pull back thats one i would like to buy just a phenomenal business. All right anastasia, youre also a fan of this theme, the stay at home, this kind of changing paradigm with how we shop and whatnot what exactly is catching your eye right now . Its not that were all going to stay at home for the next 12 months its just that the focus on the home is really what the theme for us is. It means moving out of multifamily units and Single Family unit and Everything Else that comes with it delivery to the home whether its dog food. Whether its furniture, whether its meal kits whether its exercise equipment. That, to me, is a very big trend and is definitely here to stay buying those in the services and goods to the home theme. I think all of america is getting probably more boxes than i am on my front porch from places like amazon and pet supplies and target or walmart or anybody else out there. Jon is following some unusual options activity in that market right now his new trades are coming up next first, a look at the s p sector heat map most sectors in the green right now. As a reminder, you can always watch or listen to us live on the go on the cnbc app the Halftime Report is back afteth bak r isre we know business keeps moving. And however we connect, whether its over the phone, online, or in your office, were here to listen and provide solutions that help you run your business better. Because the decisions you make have far reaching implications. And a relationship with a Corporate Bank like pnc can provide just what you need. As one of the nations largest banks, pnc brings customized insights and a local approach. To make informed choices now and in the future. Good morning, mr. Sun. Good morning, blair. [ chuckles ] whoo. Im gonna grow big and strong. Yes, you are. Im gonna get this place all clean. Ill give you a hand. And im gonna put lisa on crutches wait, what . Said shes gonna need crutches. She fell pretty hard. You might want to clean that up, girl. Excuse us. When owning a Small Business gets real, progressive helps protect what you built with customizable coverage. And im gonna eh, eh, eh. Donny, no. Oh. Come on in, were open. All we do is hand you the bag. Simple. Done. We adapt and we change. You know, you just figure it out. Weve just been finding a way to keep on pushing. All right. Welcome back roku is hitting a new record high and option traders are seeing more up side ahead. Jon, this is name youre watching right now yeah. Luckily trading it as well our buddy, jim, has been all over this name in the past jim, i dont know whether or not this means somebody is going to make a move on them or what. This one, theyre just taking the shorts out to the wood shed. Roku, september 4th expiration thats a week from today, dom. They were buying the 175 calls they bought 4,000 right away between 2 and 3 and 4 then, the real buying really came in and now its up over 13 or 14,000 of these and the stock is just zooming to that record that you cited im in these calls ill probably take off half and they are moving even higher. Thats what ill focus on as being disciplined. Second one, starbucks. Wait a second wait a second. Before you move on, i just want the go to jim. I know hes been interested in this stock before. Jim, what do you say i just bought some about ten minutes ago. It was on the commercial break shorter than ten minutes ago sdp y you bought them at the highs. Not all time highs. Its trailed the nasdaq 100 year to date. You want to talk about a beneficiary of the stay at home economy, people need their tvs to be as connected to as many streams conduits as they can get. Its still not back at the all time high, i dont think, from about a year ago its finally catching a bid here its been trading around all year i see it catching a bid and im back in. All right hes back in im sorry to cut you off i just know that i remembered jim being a trafficker there your next one, i heard you say star im thinking its starbucks , right . Thats correct. Roku was 63 on the march lows 63 there a 6 63. Now its pushing through 172 or whatever thats an amazing turn still only up 28 or so year to date the other one is starbucks deep end of the pool i basic these 87 calls along with whoever the big buyers were and they were trading for about 50 cents thats another reason you speculate with options because instead of buying an 88 stock or whatever starbucks might be by this time next week, youre trading a 50 cent option like our odds there. Im in both of these for three or four days a lot of activity we spoke about. You bought it for your personal account, those roku shares in the last 10 or 20 minutes or so. I got to add one thing. Scott, is going to be so angry that i did this when youre doing the show and not him hell never let me live that down im going to ask for his fore giveness as well ill cover all of us its blanket apology im so looking forward to the next show that jim and scott are on i cant wait to hear him go after gambling jim well have some drama there ill be part of it at some point. Thank you very much. Next up, our experts are ready to answer your questions in ask halftime. Thats coming up you still have time to reach us. Go over to cnbc. Com halftime or tweet at us. rba aerhi wee ckft ts. music anncr give customers access to precisely what they want, when they need it the most. With adyen, the payments platform that delivers convenience for all. Adyen. Business. Not boundaries. Coming to the green flag, racing at daytona. Theyre off. In the kentucky derby. Rory mcllroy is a two time champion at east lake. He scores stanley cup champions. Touchdown only mahomes. Expect anything different . The big events are back and xfinity is your home for the return of live sports. Welcome back to the Halftime Report the traders are answering your questions. Lets go to jim first. For jim from john in belgium going international. What do you think about boeings future yeah, i still think the future is bright at this point all of disaster priced into the commercial aerospace side of it you have a great defense business with call option on the commercial air space side. Frankly, the 737 max is starting to pick up steam they are getting some flight test done with the European Union and canada maybe that call option is worth something. Im staying long, boeing next up, steve. You bought Brookfield Renewable partners, any promise in solar for long even though a lot of these stocks are at their 52week high, this is the trend Going Forward getting away from fossil fuel brookfield has the added benefit of being with the top alternative manager in the world. I think these stocks go a lot higher next up for jon from karen in texas. Buy, sell, hold draftkings hold onto this one. I know it got downgraded today i know pen got downgraded add well i am not a buyer of either of those thesis i think both of them go higher i think the big ten was talk just as we came on the air about having a season for football perhaps delayed into the fall well for sure delayed into the fall the more football we have, the more youre going to see those two stocks do very well. I would say hold onto it and if the big ten votes to have a season, i think that bodes well for both these stocks. All right gaming for sure a big focus today. Anastasia from dennis in new jersey, what are the most important factors you look at when evaluating a stock . Great question. Im going to take a look at it from a growth stock perspective which i focus a lot of our attention. Earnings growth rate and the revisions to that Earnings Growth rate are the two most important factors. I want to look at stocks from a Growth Perspective that will give me that above average, above benchmark Earnings Growth rate and theres a lot of those stocks that are tied to some of those themes the second thing important is where are the consensus expectations and what do we think is likely to happen around the Earnings Reports do we have an above or below consensus view oftentimes when you can extrapolate that view you can end up with picking a stock such as steals forales force those are the two most important factors. All right circling back to jim from paul in florida what is driving disney up . This is hybrid stock. You have the positive of the streaming business say the covid19 gets worse but if it does that streaming business will only get better. On the other and, if as we all hoped the covid 19 pandemic getslesser and lesser, the theme parks open, the studios get back in business. This is a hybrid stock with the best of both worlds going for it next up, to steve from craig in virginia, the great commonwealth why has see site reacted so badly since their Earnings Report first of all, my rescue dog sent in question from new jersey and wants to know if gambling jim really bought roku up 10 on the day. Well leave that for another show i did i bought more after the earnings were seeing that. Companying trade down their earnings i still like the stock i still think it recovers and goes higher to what they were. We have more trades coming up ahead on the Halftime Report thank you very much for that rapid fire there look at some of stocks hitsihits i hitting all time highs you have walmart, mastercard, chipotle were back after this. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Are a major security concern. Cdw can assess your needs, then design and implement a secure Mobility Solution using the hp elitebook powered by intel 8th generation core processors. The hp elitebook features groundbreaking builtin security, like sure view to thwart visual hacking and cdw configures them to your companys specs. For mobile security, you need hp and it orchestration by cdw. [intel jingle] and it orchestration by cdw. music anncr give customers access to precisely what they want, when they need it the most. With adyen, the payments platform that delivers convenience for all. Adyen. Business. Not boundaries. Welcome back its time for futures outlook. Stocks continue their climb today. They will break down the key levels they are eyeing for the next week ahead. Bryan, ill go to you first. Yeah, when you look at the s p 500 and look ahead, this 3500 is a big number i suspect us to trade around here, back and forth add we get through the september expiration in a few weeks if you really look at the s p going back a few month ons the daily chart, every time we breakthrough this consolidation we get for few day, it moves higher very quickly. Im looking at that as well. Even if you zoom in over the last few days on a smaller chart here, same time of pattern you move higher and get a little consolidation. As soon as you breakthrough the line it moves higher that line is 3510 on the s p if we get through that level, you might see us jump up higher and trade toward 3600. Watch that as we trade next week thats the level there. Jim, what do you think about this i hate it wen hen we have th same exact level 3600 is my target over the next week or so the fundamental story got nothing but stronger yesterday powell came out and said he was all in the news that came out of japan from abe, i think is good for stocks if were talking about dollar denominated things rallying because the dollar rallying because the dollar is getting pushed lower, people buying the yen as a reaction to that story is probably pretty good as well also optimism over the pandemic, but thats probably going to have more effect on internal rotations than the market moving as a low thanks, guys, very much for the take on the s p 500. Well see you soon Summer School with Frank Holland is back tonight at 6 00 p. M. Eastern time. Well take your questions on highflying stocks and Financial Planning to help you with your home work. Halftime report is back after this introducing stocks by the slice from fidelity. Now you can trade stocks and etfs for any amount you choose instead of buying by the share. All with no commissions. Stocks by the slice from fidelity. Get your slice today. I got it all from you im always pushing through i know well make it to the finish line i know youre waiting on the other side im like you ondemand glucose monitoring. Because theyre always on. Another lifechanging technology from abbott. So you dont wait for life. You live it. Tonight at 6 00 p. M. Eastern time on cnbc its time for Summer School with Frank Holland. Frank joins us with what to expect on the show today were looking at the dow shakeup and what it means for your investments, the impact on the market and some of the hottest stocks on the market right now. We also have some advisers for investments you should consider during the pandemic whether youre saving for college or the future frank, im looking at some of these issues youre taking a look at. What are some of the other topics youre touching on tonight as well . You know, Consumer Staples and Consumer Discretionary stocks we get a lot of questions about those, so were going to touch on those if you look at them, believe it or not, Consumer Staples have actually underperformed the market the last four months even though during the pandemic people seem to be stocking up. Were going to look at those cheryl eisen is going to join us on some of those names id like to turn to amirosa because the Consumer Staples have had their moment. What do you think about it it was about uncertainty. Luckily were beyond that and i would look at Consumer Services as we do sthhake off the worst the covid pandemic i think that will shake out as we show up at restaurants again, more likely brick and mortar frank, we know a big part of the Summer Program is viewer questions as well. What stocks have sectors been asking about we hope people are sending in more questions, were still taking them roight now, but we got a lot of questions about travel and leisure stocks. A lot of us wish we could go on vacations right now so we want to know, are these stocks going to rebound if you look at airlines, they actually outperformed the market it might be a surprise for a lot of people, so we get questions about specific airlines, is this the time to invest, cruise stocks, is this the time to invest is this the low before a possible rally especially with news about vaccines, abbott and things like that people think, hey,this might b the path, at least, to rebounding a lot of information, im sure, coming up later on again, you dont want to miss Summer School tonight, 6 00 p. M. Eastern time, Frank Holland answering a lot of your questions out there. Frank, thank you see you later on tonight were looking at the next earnings round coming up, including zoom in the final trades keep it right here you should be mad your neighbor always wants to hang out. And you should be mad your smart fridge is unnecessarily complicated. Make ice. Making ice. But youre not mad because you have e trade which isnt complicated. Their tools make trading quicker and simpler so you can take on the markets with confidence. Dont get mad get e trade and start Trading Commission free today. We love our new home. Theres so much space. We have a guestroom now. But, we have aunts. Youre slouching again, ted. Expired, expired. Expired. Thanks, aunt bonnie. Its a lot of house. I hope you can keep it clean. At least geico makes bundling our home and Car Insurance easy. Which helps us save a lot of money oh, teddy. Did you get my friend request . Uh, ill have to check. doorbell ringing aunt jonis here for bundling made easy, go to geico. Com. Hello . That helps you master your backhand. Then you should be able to get a bank account that helps you master your budget. Virtual wallet® is so much more than a checking account. Clearly see the big picture of your finances. And easily manage and grow your savings. Did you see that . Virtual wallet® for Digital Banking from pnc. Its time to get more from your bank. Im a sustainability science researcher at amazon. Climate change is the fight of our generation. The biggest obstacle right now is that were running out of time. Amazon now has a goal to be net zero carbon by 2040. We dont really know exactly how we are going to get there. Its going to be pretty hard. But one way or another were going to reduce our Carbon Footprint to net zero. I want my son to know that i tried my hardest to make things better for his generation. Check this out zoom video, macys, cloudera an others steve weiss, you own cloudera. What are you doing i do. I own it the trading time is still going on i think its a possibility theyll sell the company i think things look pretty good there. Its in the right space. Zoom is hot these days. Jon najarian, youve got a position there what are you doing with it yeah, this one has been just a rocket ship. I am aggressively selling calls here right now at the 300 strike, dom. The strike is right there at the money. I love it but i think its prudent to sell some of those calls, maybe even shore it up with a little put underneath the market, dom, to hold onto these gains. I still like the upside. A little time left. Lets go through final trades. Anastasia, lets start with you. Biotech its been an underperformer lately but the long potential is there. Earnings growth and attractive valuation. Thats what makes me bullish on biotech. Jim leventhal i think steve weiss will ooer eventually be in roku with me, but why dont you join me with General Motors doing good here. Steven weiss . Made my contributions to roku already, but thank you i own u. S. Global jets etf cracker barrel, dom i like them and im buying them here that does it for the Halftime Report. The exchange with kelly evans begins right now thank you very much, dom. Hi, everybody and heres whats ahead of us. Big layoffs, warnings from Food Companies and some cautious fed speak today. Is the economy showing any signs of losing momentum here . Well ask as the dow turns positive for 2020. And if you think the gains in the tech stocks have been impressive, you should look at the electric car stocks. Were talking gains of 200, 300, even 400 in just three months is it sustainable and which ones are due for a