a few years ago. this is an interesting data play that s.a.p. made here. qualtrix you re able to ask questions in your organization, collect some of that hard to get data and use it to improve processes. dell seems to be looking to do the opposite but it says something about the way that the big enterprises are thinking about their assets this is one of the busier weeks i can remember, the back to back. and it will be huz i think one of the big questions is it sustainable. are we going to continue to see that continue. we saw with netfli and that a lot of future revenue growth was pulled forward even if microsoft you said the cloud was not quite perfect. question, a surge, but it was not as good as it has been investors were a little punishing towards that it may set the stage, and in the meantime amazon really leading the way up 65% year to date with a number of price target hikes this morning how high can they go, right, carl we were just having that discussion with joh
brennan and jon fortt at post 9 of the new york stock exchange stocks rallying today with that trade deal reaching phase one in the books. banks, earnings season capped off nicely by morgan stanley dow closes above 29,000 yesterday for the first time and we see s&p 500 up over 3,000 for the first time guys, good morning. chris, the question i ve got this morning is where do you find opportunity in a market that s been roaring like this? you look at the growth fund, also small caps are small caps a place where investors should be paying more attention? they arguably haven t run quite as much. i spent the last two days meeting with about 30 companies, small to midcap. and the excitement in the hallways at the conference were quite good the opportunities are very specific, though i think you have to look at the end markets. you know, data center recover will be better this year 5g we ve talked about, infrastructure and devices but we also see software security, clearly aft
right this hour, where there is still here one hour left of it. good to have you with us here for closing bell. i m contessa brewer in for sara eisen today. it has been a big year for stocks the dow, the s&p, the nasdaq all on pace to close the year higher by more than 20% we ll tell you which names have seen the biggest gains and with tech up by nearly 50% this year, we ll have an exclusive interview with tech hedge fund giant, dan niles. he ll give you a peek into his 2020 playbook. also, we didn t answer bill s question let s do it what is your drink? whatever gets put in front of me great answer. very good answer, indeed mine might be an old fashioned tonight. we shall see but we have to get back to the show let s take a look at what s driving the show 59 minutes left. we re down 40 points on the dow. a little bit of rebalancing as investors get ready for the new year president trump tweeting today he will sign the phase i deal with china on january 15 and co
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we got a new stimulus plan and a rate cut from the ecb ahead of the fed s meeting next week. joining us in the next hour, we re 130 points on the dow. the high of the session was up 170. continuing a good week sector wise below that certainly different than the start of the week we had a big value rotation on monday and tuesday. a little bit yesterday giving it up a little bit today. that s, i think, because he got that ecb news on the monetary policy which basically was in line but very accommodating for a long time. welcome back the fbi reportedly opening an rates rallied because the u.s. data investigation into myth real a the core cpi is the highest in capital. this session cofounded by peter thiel, that s pretty important. and i think that also the alleging financial misconduct. in a statement to cnbc. initial claim story remains very strong as well i mean i think you have a the company sayings in a foiled rotation today but i think next plot by a self-serving week