the health care health insurance, they've been a little more tentative on the day today even though they may ultimately see 30 million new customers. >> that's going to do it for us on "the call." i'm melissa francis. >> french food for everyone. i'm trish regan. >> i'm larry kudlow. see you tonight on "the kudlow report" and "power lunch" is up next." welcome to "power lunch." i'm steve liesman. cnbc has obtained excerpts from treasury secretary tim geithner's speech this afternoon. he says it's a defining moment on the debate on health care reform. he says if we fail to act america will lose the opportunity to set the global agenda. financial regulation, he says, is a test of the nation's capacity to deal with complex and consequential problems. he warns against amendments that would weaken the bill. and he very, very strong

rhetoric here, listen less to those whose judgments brought us this crisis. listen less to those who told us they were masters of noble financial innovation. he will not accept a bill that does not have strong protection for consumers. and he says the bill must contain -- constrain risk taking by big firms and protect the economy from risks. so, tyler, strong words from the treasury secretary here in a speech he will give later this afternoon. i would say he's talking with a bit of i would say confidence in his voice, tyler. >> but no mention, per se, of the so-called volcker rule in those bullet points that you just said. unless they were in there in code. >> no. not that i saw. well, he didn't certainly make -- that's a good point, tyler. he doesn't make it a condition of the bill. when he says the bill he won't accept, the volcker rule is not in there. that's an interesting comment that you just made, tyler. i will warn people, we only got excerpts. we do not have the entire speak. >> the achievement on health care reform, does that make --

>> it's a great question, michelle. i think there's a certain confidence that he and maybe perhaps the administration are talking with at this point. but let's just caution, financial regulatory reform is different from health care. this cannot be done in a reconciliation basis. they must get 60 senators. there has to be some compromise. as we learn this afternoon, the compromise is not going to happen in committee. it will happen on the senate floor. the market is going to go ahead without really considering -- >> how is it going to go? take a look at the votes and what you've been able to learn. >> my understanding, sue, is that that will be able to get some republicans in this bill. senator corker had an interesting litmus test. he said let's come out of committee with three unhappy republicans and three unhappy dms and let's get to a place where we have 80 senators voting for this bill. i don't think that's going to happen. but i think they certainly can get over the 60 mark soon. >> thank you very much, steve. let's talk about the market right now. health care, of course, front and center. but we have a modest advance in the market. right now about 30 points or so. bob pisani is here to handicap

it for us from the stock exchange. >> two things matter to the market today. a lot of traders seem to think the health care bill passing would dramatically hurt the stock market. it didn't happen. as we saw the market modestly move to the upside, a lot of short covering that caused the market to lift further. the second thing helping the market was the euro and dollar. remember, the euro has been weak recently. there's been concerns about the european commitment to greece. that weighed on the market all throughout the morning here. various officials came out saying we're not going to abandon greece. the euro started rallying a little bit. the dollar weakened. that helped the market. there's your factors helping the market. look at the big energy complex. some comments concern some of the energy guys. they say they could miss analyst expectations. the street way ahead of everybody else, way ahead of the companies themselves. that's a little bit of a worry. pricing remains soft, he said, even though they're still drilling for natural gas at this point. that's weighed on the whole

energy group. as for the health care stocks, there's the big hospitals. tenet, university verseal, all strong. humana, there's your one loser here today. that group is under a little bit of pressure. trader talk. >> bob, we are off to a fairly strong start here on a monday as the nasdaq goes for its fourth straight up week. but let's talk about the health care-related stocks that are rallying here at the nasdaq. look at the nasdaq biotech index. it is trading at another 52-week high. these companies won in the bill the right to protect their patents on their expensive, many one of a kind drugs for as long as 12 years. so we've got cell gene, gilead. in the generic region. teva as a historic high.

biogen up half a percent. carl icon has increased his stake in game maker take two interactive to nearly 14%. that stock is up 3% right now. finally, shares