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as we head off to break, some of the earnings we want to flag including seagate.ee that in tech check coming up and enphase. pippa stevens will join us to kick off the move on that name and lamb weston and we'll speak with tillman fuertitta about th weakness in the restaurant. "power lunch" is back after this. amelia, unlock the door. i'm afraid i can't do that, jen. ♪ (suspenseful music) ♪ why not? did you forget something? ♪ (suspenseful music) ♪ my protein shake. the future isn't scary. not investing in it is. you're so dramatic amelia. bye jen. nasdaq-100 innovators. one etf. before investing, carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. >>> welcome back. here's a look at the markets. tough day across the board especially for the nasdaq down 3% and for bond yields, that's where, you know, i have so many questions. who better to ask than rick santelli? rick, some people making a lot of what bill dudley said and how he's concerned about the economy and the ten-year yield seems to be movin

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premium seagate rixos premium seagate.er ogorodnik, an employee of the soviet foreign ministry, who is also a spy. trianon, who was recruited by cia agents. in our program. kgb officers who will tell new details of this high-profile case, as well as the illegitimate daughter of alexander ogorodnik, who dreams of finding relatives in russia. malakhov, on monday on rtr. everyone, everyone, everyone, once again, good evening, friends, happy holiday, happy navy day, which we celebrate in our sincere family company, what a holiday. friends, without the real vice admiral, who will now appear on our stage, vice admiral valery dorogin with a song the anthem of all seafarers, the sea has spread wide, the sea has spread wide. the waves are raging in the distance, comrade, we are traveling far away, away from our land, the songs are inaudible on the deck, the red sea is noisy, and the shore is harsh and cramped, as you remember, your heart hurts so much, comrade, i can’t stand watch, said kachigar to kachigar, the lights in my firebo

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look at seagate today, texas instruments, these are names you want to put on your list if the market continues to be volatility, and the reason it's vol volatile, we have a lot of things going on. just sit back for half a minute, wait for opportunities. >> it is absolutely noisy, steph, though, you know, one thing you mention in terms of alphabet's numbers, no doubt this is a bad quarter. but if there were one thing you could say that would scare people out of the biggest market cap weights, ai is mal-investment here. you are seeing microsoft and meta, all down in sympathy with alphabet. i wonder if that's something you would at least keep out there in your progressive vision. >> i think we're in the second or third inning. is the problem is the hyper scalers, they're all up a tremendous amount in the last year on this. it's relative to expectations. no question in my mind, ai and cybersecurity are totally addressable markets, you just want to pick your spots. >> liz ann, you mentioned earlier the way that small caps have ripped so dramatically against the market. what that seems to

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. >> great quarter from seagate. >> one more look at the markets. again, we're seeing a rally on wall street. the dow was up over 800 points that. does it for us. "the exchange" starts right now. >>> big rally to close out the week, frank. thank you. welcome to "the exchange." i'm kelly evans. here's what's ahead. the longer the fed waits to cut the more they risk that something breaks. that's what mark zandi has been warning. we'll ask him if next week is a break week for the fed. >>> and clients include big mega cap tech names like nvidia, and our guest will join us with the shares down 2%. >>> china weakness a central theme and headwind for earnings season. one guest says if you want to invest overseas, there's one trade where she sees a lot of opportunity and is here to tell us where. >>> let's start with dom chu with these eyebrow raising numbers. >> it seems as though for right now, investors and traders have bought the dip, especially in the large cap technology space. let's look at the broader markets. the dow is outperforming. it's up 810 p

. >> one of the most consequential days gets underway with reports from tesla, alphabet, mattel, seagate

enphase energy, teledine, seagate, at&t on that list of winners.energy, diamond if shamrock and old dominion freight all on that list. no big names there. the 10-year treasury yield coming down to 4.3221. the price of -- 4.221. the price of gold, $2448 per -- 2468 per ounce. oil, $77.65. nat gas, $2.13. if average a price for a gallon of regular, $3.51. that is up one cent. no change for deals. the average is still $3.83. coming up, senator chuck schumer officially endorsed kamala harris for president. >> we are here today to throw our support behind vice president kamala harris! [applause] if i'm. clapping. you don't have to. [laughter] stuart: okay. not much enthusiasm today. liz peek will address that. >>> the chair of the federal elections commission says the democrats are trying the silence him after he said harris might not get the funds from bind's war chest. -- biden's war chest. watch this. >> was he bullied out? >> he made an assessment -- >> was he bullied? >> he made an assessment, craig, that this was the best thing for not only the am

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rixas premium seagate. treat yourself to a first-class holiday with liorets. elegant details.s, crooks, and mongers all around. let's look at rtr. take it, no, i can’t. you said that you love. and i love you, everything that’s mine is yours on the contrary. so, he proposed. to marry you, he himself disappeared with your money, and you don’t know his last name or address, there are not only complete fools, i owe other people, they are very dangerous, i will help you with everything, but round, remember me, it’s me , nadya kruglova, you are engaged in serious business, protocol, fine and file cabinet, i will give everything, just to your mother, please don’t tell me, it had to be like that get into trouble. fool nadya. on saturday on rtr. doctor, it is true that the pandemic has been replaced by a tridemic. unfortunately, this is true. all three infections can exist independently separately, or attack the human body together, something like a lottery, yes, but sad, what will someone get, who will get one, who will get two? and who is three at once, no one knows. well, maybe one

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rixas premium seagate. did you catch the robber? no, not me, raya. so what's the difference?the city and not catch criminals. but he doesn’t have a husband, so what else can a free woman do? what's happened? kostyukov asked me to marry, for love. in general, i know that taking pictures with the groom on the eve of the wedding is a bad omen, they got caught up again, raya knows everything, technology, she’s like a woman, she loves brute force, on monday on rtr. dmitry, has it been your time, comrade mauser? well, yes, yes, before i turn to america, i would still like to touch on two issues, well, firstly, indeed, today is not only the day of the russian navy, but also the day of the baptism of russia, in general, i remember, there was such a tv presenter who at one time said that russia had made a very big mistake by adopting orthodoxy. there was a lot of talk then around this tv presenter, which is the american-french one, this one, yes, well , how about who else had more tefi than leonid leach had , he gave himself the stars of the hero, just like that, yes, well, as always,

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rixas premium seagate. titanic deluxe golf belleg hotel, where every moment is exclusive.hool students cannot answer this question. but just shows, decide on a profession for the younger generation, it seemed much more difficult, only every third teenager has at least an idea of ​​what he wants to do in the future, well, only 5% of respondents know exactly what they will become, 37% of schoolchildren would like to connect their lives with culture and art. every third person dreams of becoming a doctor, every tenth person is thinking about a career in the field of new technologies and it. there are more serious problems among children and adolescents ; the number of cases is growing. self-harm and even suicide. the reason is often unrequited love, conflict with peers and even just a bad grade. experts attribute this to the fact that the modern younger generation simply does not know how to cope with difficulties. how can we help children? let's understand the plot. if i jump down from this floor, what will happen to me? interesting to know? a fifteen-year-old schoolgirl dec

rixos premium seagate. day of this week, so that you ’ll miss the summer, since you don’t do everything so quickly, summer, i ask you to stop, slow down, oh well, after all, we will start this day as cultured people. there is a complex mechanism inside the doll, springs and cables come into action and the toy comes to life, can move his eyes, hands and even phalanges of his fingers. very touching, but a lot of films are being made for children now, but... just what they should be like and like old soviet films or re- released films from the 20th century. the controversy that broke out was, i must say, not a joke. what do professionals in their field think? our colleague anastasia chernobrovina found out from the director and general director of musfilm, karen shakhnazarov. karen georgievich, good morning. good morning, we met with you because discussions continue on the topic: are remakes of soviet films. i know you are. this can be done, but it seems to me that in general putting this forward as some kind

look at seagate's results. really interesting signal.ming in automotive. that's a very good sign. inventories have been worked down already in china. so, we're getting some good information out of these earnings reports that we think are going to be far more impactful on where the markets go than even the fed decision because that's pretty much baked in at this point. >> and no one can predict the future. we've seen quite a few reports so far. what are you going to think we're going to see for the rest of the reporting season? where do we find the best value? >> you know, joe, one of the things we're concerned about is really what the outlooks are going to be for different companies in the consumer space. we see earnings now as separating the wheat from the chaff. it's not going to be an industry goes this way or that way. it's going to be company specific. look at the consumer space. we had reports out of polaris, for example, highly discretionary spending category and compare that to other areas of consumer that are doing well, so cons

i own seagate for that very reason. really good for amd. think the fact that microsoft, the fact that alphabet and all of these other hyperscalers are going to be spending a significant amount of money on ai, that's actually also feeling the higher semiconductor group as well. >> how much of this is any short activity that may be getting squeezed out with some of this too because there had been a real change in sentiment in the week or two leading up to this. >> oh, absolutely. i think you definitely had semi-conductor stocks. they're definitely oversold for sure, but i do think the valuation, some of them anyway, the valuations are really very attractive. something like a broadcom or lam research. each nvidia down about 20% from its highs. maybe we get a bounce for the next couple of days. we'll have to see. at the end of the day, the semiconductor companies are making money on aic /*. >> steph, i know one of the big questions that everybody's trying to get their arms around is how big of a slowdown is there in the consumer, at least in th

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