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Transcripts For CNBC Fast Money Halftime Report 20240712

The Leadership Group right now so joe terranova, i go to you on that note, the melt up in tech seems to be picking up we asked the question whether the growth tech stocks wrestled the market back from value and then thats where the money is going to be made Going Forward clearly the mega cap growth names have wrestled the market back theres an added dimension to it, scott, being popularized in a lot of Research Notes im reading. Pippa stevens of cnbc has a great report element of esg investing and something i didnt think about in prior weeks but if you take all the esg funds, the largest esg etf, its popularized by all the names that youre talking about. The apples, the amazons, the microsofts, so theres an added element to these hyper growth names that are not just about the quality and the cash Balance Sheets and the very visible return to Earnings Growth but an importance as it relates to social and governance and youre seeing a significant amount of fund flows into esg and thats ev

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