New bull run as we get ready for the second half of 2019 . The Halftime Report with scott wapner begins right now. Welcome good to have you with us this monday joe terranova, scott brown, sarat, shannon here. Dow closing in on a new record again. New pace for its best month since october of 2015. Its been a great month. Were going to roll into the second half with pretty good momentum whats going to decide whether we can keep it or not . Well, i think the prevailing trends will remain intact. Take a look at microsoft and walmart. These stocks continue to roll up anyone thats been betting against them have been out for a long time. A lot of people are coming to those stories new. Its shocking how big those market caps are for the respective sectors but you till have people coming to these sectors saying i missed a lot but i still feel theres upside i think that continues the two best looking sectors believe it or not right now away from tech continue to be Consumer Staples xlp. And agai
Traffic is down. What weve been seeing is and daily weekly. Theres definitely a lot of action out there in terms of people just rolling up in scoping things local businesses in walnut creek feeling the impact of an uptick in criminal activity. One of the largest shopping stops for the area. Broadway plaza, its mainly known for its name brands, but there are some locally owned shops and they tell kron 4 theyre seeing activity weekly in some of the bigger retailers Like Movement and some i know for a fact we see people getting arrested 2, 3, times a week. So its really scary. And its also really sad. Its its just lawless. I mean, and unfortunately, i mean, there are police. The police are here and they are trying walnut creek. Police now investigating 2 robberies near Broadway Plaza. Both happening within hours of each other last week. The first happened around 2. 45. In the afternoon. Police say for thieves smashed the front door of this lululemon in Broadway Plaza and took 10,000 worth
Suffering of palestinians in gaza as israeli airstrikes continue. And as the space shoppers and businesses expressed concern over the spike in armed robberies at a popular shopping center. There have now been arrested a major retail theft operation. And its official. The San Francisco giants have a new leader in the clubhouse there. Yes, bay area native bob melvin introduced as the teams new manager. Station. Hes calling for news 2. Hello, everybody. Thank you for joining us on kron. 4 news at 2. Im catherine heenan. The city of richmonds stands in solidarity with the Palestinian People of gaza. This after the city Council Passed a resolution affirming the citys support against the ongoing war between the state of israel and hamas in the middle east. Richmond is reportedly the first city in the country to make that kind of proclamation. Kron fours philippe reports that ended more than 5 and a half hours of passionate. Sometimes contentious public comments. Richmond mayor kicks off a ne
James. Fact, lets find out what kind of temperatures were dealing with this morning and how much colder its going to get in the mornings to come. Good morning, john. Yeah, here we go. Ball ive been saying is feeling like its here but next level. Now we are really crisp and cool out there kick off this morning. You definitely want the jackets today. Yesterday we enjoyed a few 70s today. Its really going to be 60s and a brisk wind is going make the 60s feel even cooler. Where are we sitting right now with visibility . No fog and not a lot of cloud cover just yet, but those clouds are on the way we see all that rainfall to the north of us. That is going to be making its way just past the region. So were going to tap into clouds from this descending cold front and the cooler air from it. But the rainfall should stay locked up in lake mendocino counties as well as up in the sierra nevada. That means no need to really worry about the rain jackets, just that extra layer to keep you warm 50s f
Cloud revenue is pressuring the stock. Top gainer on the s p. It is the rise of generative ai. A wider than expected stop. Lets get to the tech giants in the battle over ai. Despite the top and bottom line, the low consensus, they are optimizing their spend. When i first got in the business, there were grants that i thought should be terrible. It never rained on the target site. David, they were not optimizing. Is because they are ai offerings. I want to make sure that i understand it as well. There are services that they want to spend more. Google and amazon are happy to say that the threeyear deal, paid over the 40s. It is bring the Growth Numbers on for me. There is some skepticism about the growth of azure. Azure is a great juggernaut of this moment. They are the called pilot of infinity. It is used to help you be more productive. You feel like you are firing people, it the opposite. It is more money being made so you can hire more people and be better. David, some of the worst sha