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CNBC Fast Money Halftime Report July 11, 2024

Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were goi ....

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MSNBCW Velshi January 2, 2021

Hospitalizations topped 125,000 for the very first time. Los angeles county, california is one of the hardest hit regions in the country and there they are struggling to keep up with waves of incoming patients. The last fours weeks, especially since thanksgiving, ive never seen a Health Care System pushed to the level that were at. It like treading water from a hundred feet below the surface. Youre already drowning but you just have to keep trying because thats what you can do. You just have to keep trying because thats what you can do. As of this morning, the number of people infected by covid19 has risen to 20,211,444. The death toll in the United States has climbed to 348,563. Its expected to reach 400,000 within a couple of weeks. Make it your new years reer aa resolution, wear a mask, limit indoor gatherings. Doing those things are still the best way to stop the sprea ....

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