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Transcripts For CNBC Power Lunch 20240712

The world. We will talk to the head of a major new jersey hospital that was on the frontier a few months ago and still are. Well find out what theyre seeing there and look at how covid has crushed urban real estate power lunch starts right now thank you, at thtyler. Markets are starting with a nice alley and broad base every sector is higher, except Energy Technology leading the way, up more than 2. 5 hi, bob. Seema, its a rally but look under the hood. Theres a very progrowth bias to this. A lot of the reopening stuff is not doing as well. Were getting what i call a big cap meltup here look at this, facebook, amazon, alphabet, microsoft and the volumes have been on the heavy side for this particular sector, mega caps. But only there lets take a look at some of the other stuff, some of the other what i might call workfromhome beneficiaries. Your costcos, your pay pals, and all of the chips are up here today. This is that pro growth bias you talk about look at stocks that used to benefi

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