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CNBC Power Lunch July 12, 2024

Not surprisingly tech stocks are holding up the best today. Bob is looking where we stand on earnings about halfway through the season and our tech team will get us ready for what to expect tonight josh lipton on apple julia on facebook. Bob, lets start with you. Kelly, earnings are a little bitter than expected the market is holding up pretty well because of that the big winner here remains technology stocks. Why shouldnt it just look at the Second Quarter earnings estimate. You heard of what a disaster the sec quarter is 38 for the Second Quarter this is almost the same for the Second Quarter technology will have a small decline. Thats why tech keeps winning. Look at lam research they make semiconductor equipment. The ceo said covid19 has underscore the rapid growing on reliance look at the chart up 28 good
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FBC The Evening Edit July 13, 2024

Armchair critics. This as democrats risk voter backlash for blocking, for fighting with the president s version of coronavirus stimulus help. Well tell you what doctors are saying about that. They dont like the fighting. Also tonight Health Officials warn the virus, yes, 10 times more lethal than the flu. World Health Organization did officially declare it a pandemic. We have more on this. Also fresh attacks and worries about joe biden from democrats. We got democrats and house republicans, they dont like fisa reform. They dont think it fixes what happened after the fbi. We have new coronavirus fears at the border. Edward lawrence at the white house with the latest. Edward, here is what were seeing, the president is going to say i will protect the American People. He likely set aside chuck assume ear es letter, s ....

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CNBC Fast Money Halftime Report July 13, 2024

This market . I mean, look, i will tell you in a month you know all we know is that the market was relatively high based on relative optimism and the optimism has been punctured. Is it terminal who knows. A mean a few weeks ago the market had a bad day on coronavirus. A monday ago it had a bad day on iran will it be long term or short . Nobody knows. People sort of throw around terms like black swan event and waiting for those types of thing to really cause a dramatic market selloff does it feel to you in your gut through all the markets you have seen that this is the kind of thing that could evolve into that as long as you use the word could. It has the potential to be that kind of thing, a catalyst. But you know, will the you know, its its on fear now you know a week ago, people were talking about containment. Now they are talking about contention now they are talking about italy, and you know, moving beyond china so i think that, you know, in one of my memos bryn knows all the memos ....

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CNBC Squawk Box July 13, 2024

Operation twist, where we just had a liquidity dynamics last time i was on we talked about Earnings Growth bottoming and reaccelerating of course the rate of change is what boosts the multiple so were this one of those periods where it should extend not just through end of the year, but into the beginning of next year as well. So if you think about when those rallies stalled out after qe2, that was the point where everyone realized all that liquidity didnt really boost earnings all that much and by then stock prices were ahead of fundamentals but between now and then, i think that the path of least resistance is still higher lets take a quick look at treasury yields. The fed operations is a large part of why. The ten year is yielding 1. 73 and meanwhile Chinese State media, remember on sunday the pro democracy candidate scoring a landslide victory winning almost 90 of the dis ....

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CNBC Worldwide Exchange July 13, 2024

The force is strong with this one. So are some of the technical glitches a rocky start for disneys new streaming service. Worldwide exchange begins right now. Arguably the best song of the year by luna welcome. I am Brian Sullivan. It is wednesday, november 13, 2019 futures now are down dow futures are off about 112 points no big news driving that maybe it is impeachment or Something Else or is that the markets will go higher every day. The nasdaq posting another record high. Get this, the dow was literally unchanged yesterday. That is the first time that has happened since april 2014 and only the third time in the last 19 years to finish exactly 0. 0. Think about that you did it there you go bond market over the last couple of weeks go up overnight in asia, down day in japan. Not today, it lost about. 8 protests spiraling out of control. Well get more on this in a minute not ....

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