>> reporter: yeah, the bidding war numbers are going up the competition is high and the supply is low. that's why the builders are seeing such demand sd >> you can tell people that want to get out in a you ahurry. thank you. that does it for the exchange today. i will join melissa over for power lunch which starts right now. our coverage of today's big market rally continues right now on "power lunch. the dow up 700 points crossing above 25,000 the nasdaq just 4% away from record highs progress in coronavirus vaccine and optimism on reopening the economy driving this action today. we have two big interviews this hour to dig deeper into the economic fall out and recovery bi bi rv sales have soared 170% during this pandemic. "power lunch" starts right now

>> thanks. let's get more on the markets. the comeback and so much more. after last week's rally the s&p is up 37% from the march lows. there's your chart 3013 is the tradi,013 is the tr. let's get to bob for more. >> kelly, more importantly, besides 37%, rally, we're only 11% from the old historic high that was february 19th of this year the s&p 500 is the key to watch here we're over 3,000 we're over the 200 day moving average for the first time since early march. there's break out occurring. it's the right kind of stuff you want to look at right now. it's the stuffer that that's ben lagging for a while. transport, highest level since early march. those are largely airlines that are doing well

russell 2000, highest level since early march. same situation with retail the banks are trying to break out. they are looking like they want to there's not any technical break outs for once, megacap is not a major kribtse contributor facebook is at a new high. microsoft not doing anything today. really been stuck in the low 180s for several weeks now we are getting some nup highs but not a lot. a lot of these stay at home stocks like facebook, ebay, paypal also sitting at 52-week highs. for everybody that keeps messaging me, this doesn't make sense, why are we rallying so much i'm afraid it does the three main buckets, reopening is broadening out. number two, the vaccine, we had merck, advances and mcconnell on stimulus talking about a fifth

relief package coming. we did get better economic news with home sales and consumer confidence it may be overcorralled but it's not insane why the market is rallying today it does make some sense. back to you. >> thank you >> two big steps being made on the vaccine front help fuel the market rally today member has more on that. mega >> hi. we heard from one of the biggest players in infectious disease and that's merck announcing three different deals in the covid-19 pace. that's for suing a similar technology they pursued for

their ebola vaccine that just got approval the third deal do acquire a company called themis that's privately held that's another vaccine appropriate to covid-19. plan to start human trials in a couple of weeks. merck is approaching the clinic with human trials as several companies are in human studies we are at beginning of the vaccine development. we hope they're all going to work but as there is so much optimism we have to be realistic that not every project will

succeed. it seems like this is the market looking for more excuses to rally. i guess the jury remains out on whether either of those two are able to come to market with this vaccine. >> that question will be out there until we actually see one of these vaccine succeed in a phase three trial. >> thanks so much. love the new shot. looking good speak of coronavirus treatments make sure to watch closing bell today. 4:00 p.m., that will have an interview with merck ceo ken

frazier. our next guest made a bold call when he joined us on april 2nd calling for economic shock waver from the coronavirus fall out that could leave stock sboos a very bare market check out the averages since that day the dow is up about 20%. nasdaq up a whopping 28% mark, great to speak with you. >> thanks for having me back >> do you pull that forecast or do you say we haven't had enough time for this to pan out in. >> not at all. i think what is lost in all of this, the market is still down right around 8, 9% for the year. the things that have rallied more than the s&p are the things that were cheap going into that period in april. things like gold mining stocks are up much more than the s&p bonds.

bonds are up 20% year to date with the stock market down 7, 8% i think things are still really overvalued they have been overvalued for a while. e earnings are collapsing. economic data is pretty awful despite the little up tick in new home sales >> what is going to propel us in terms of reaching the forecast that you say i'm asking because the markets are forward looking instruments. we know the rest of the year you look through the earnings but you look out to 2021 maybe that's what the markets are buying now we look out to the fact that vaccine may be on the horizon and that's why we're rallying now. >> it's true

that's because it's a forward looking discounting mechanism. things are getting worse, not better the rebound that's being forecast for earnings is almost comical given as you said, there's no visibility. most companies pulling any forward statements on earnings visibility we'll be lucky to make 100 or $110 this year i think consensus is still at 125. that pushes the forward pe to levels we never seen worse than 2,000. very dangerous markets david tepper said the risk reward here is horrible. >> for every one of those guys, mark, you got a guy on the other side i'm asking with this position in mind, do you short the markets here how are you positioned >> we're run a long short hybrid fun which is about half the

money's external managers and half the money we run wp the best ideas that runs around 40% net exposed to the market. we're long things. we like what's going on in china, for example we think china, tech stocks are really good play despite all of the cold war 2.0 rhetoric. we really do like what's going on in some of the value sectors the we think value will out perform. >> not banks the high 30% this year lay looked okay today. a little short covering but we don't like finance it's more industrials and cyclicals that have been baetsen down energy, one of our favorite spots. we think some of the energy service companies are kwiets

interesting. look, there's so much concentration in the market. they call it the s&p 5 forget the s&p 500 all the gains are in fang stocks we think that fang, diamond back energy will out perform fang, facebook, amazon, netflix, google and my new fang is faaang which are the six gold mining stocks that we think will do much better than all of those. >> sounds like you have another prediction thanks for your time appreciate it. >> thanks for having me. good to see you. let's get to the bond market now where treasury yields are jumping. rick is tracking the action at the cme. rick >> yes, if you look down the curb they are definitely jumping. they're not jumping in the front of the curve look at month to date and do keep in mind every settlement so far in may has been between 19 and 14 basis points. very tight range the auction today was average.

if i look at 20 year further down the curve that's what kelly is talking about that rather new dead instrument that reemerged is up eight basis points as it trades 120. it's not doing very well the rest of the world does better and equities do better, the dollar seems to be slipping away that makes perfect sense if you've been watching the strength it has in march and a month to date to the tlar versus you want, might be doing not well against the other majors like the pound or the euro but it's doing great it's at the best level since september. kelly. tyler, back do you >> thank you we'll have more on today's big rally. the financials, industrials and real estate all leading the way. financials up more than 4% we'll have more on that. rv sales are surging amid the coronavirus pandemic as americans look for different ways to travel this summer to avoid those hotels shares of winnebego are up

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many people are concerned about flying on planes will they return to rvs. the stock market thinks so

winnebego and thor tripled >> the largest independent rv dealer in the u.s., the route 66 network says searches on the site are surging 50% higher as states begin to reopen it's an encouraging sign for the industry shipments on pace for a third consecutive year of lower sales. inves ve investors see a turn around for rv they have seen their shares far out perform the market over the last two months. camping world improving by more than 200%. thompson research group say there's potential for an rv rebound that's comparable to after 9/11 it took about 22 months for air traffic to return to previous levels rvs appear to benefit. in 2002, sales jumped 21% year over year. other macro factors are favorable compared to 2017 that's the all time year for rv

shipments. gas prices are 20% lower and interest rates including the ten-year benchmark are near record lows. back over to you >> as demand soars, let's check in with someone on the front lines who runs one of these companies. joining is michael happe it's great to have you welcome. >> can you keep up with demand in terms of production i imagine your work force is affected by sort of stay at home social distancing and so forth >> our employees are our number one priority we have the appropriate protocol in places. they returned to work to make sure they can work safely and help us meet the rising demand that you just referenced we have confidence we can't continue to keep up with demand over the summer months and will work closely with our suppliers and dealers to do so >> what can you tell us about the features that people are looking for and the places they

are looking to travel especially if this is a lot of people who are first time, maybe they are or aren't, i don't know if you can glean anything about where this demand is coming from and what people are looking for. >> there are a number of first time buyers who are interested in using recreational vehicles to get out doors but i also think we're seeing a number of people who have been in the lifestyle for a while that maybe want to upgrade or look at something new as well. obviously, what's driving this are people are coming out of the stay at home or shelter in place restrictions that were put on in the month of april and early may and they want to socially distance in a safe, but yet memorable way with close friends and family they are looking to the outdoors especially as the weather gets better around the country and rv'ing and boating, two industries we have a presence in

are becoming increasingly pop you l -- popular here as this summer begins >> do many people seek financing and is it becoming challenging for people to qualify for the financing given people losing their jobs and being asked to take pay cuts? >> there's a fair percentage of the consumer that choose to finance the product at retail. we have been generally pleased that the retail. >> announcer: -- financing environment has been stable in the last four to six weeks whiem those compa while those companies that offer the lending are detailed in who they lend to, we're not seeing a significant deterioration in credit scores yet but we're seeing the retail finance companies do their homework to make sure those consumers who do apply and get prooifred for that financing are credit worthy going forward. >> as people, to some extent we

pulled a couple of years of demand or do you think we're creating a new class of people who will continue to use rvs going forward. i'm thinking about it as an investor if we pulled it forward, i'd want to sell your stock as people reopen. if there is kind of a new normal then i could maybe see the case for a higher valuation and higher sales >> i think it's a combination of many of the things you just listed there you have to remember that beginning in the third week of march, through almost the entire month of april, our industry sales were down much lower, obviously, than they were in previous years we believe there was some pent up demand in terms of retail in this particular time in may and now going into june. we have referenced a new commerce of first time buyers to this space and there were some people that were maybe thinking about making the investment later this year that are pulling it ahead in fact, i think there is going

to be a flu nnew normal that em here for the next year or two as people are less comfortable with flying on airplanes, getting on cruise ships or staying in hotel rooms. they view rvs and boating as fun, safe ways to control their environment in the outdoors and still have extraordinary experiences with family and friends. >> it seems like a big investment if you're concerned about traveling in the near term it almost seems like a prediction you're making about the future one makes about the future if they are investing in an rv because they don't want to get on plane or stay in a hotel room how do you think about that? how do you think about that demand lasting because with that sort of outlook by your kes mcur comes the economic uncertainty that would exist out there because a pandemic is still around >> couple thoughts there

>> the rv lifestyle was becoming more popular than it ever has been part of that is because the use cases of the rvs have continued to grow. you with work within these rvs as a mobile worker you the tailgate with them you can be a soccer mom with a club soccer team or use them to go to the national parks on maybe to the warm weather states the reality is that i do think this lifestyle will continue to be popular going forward, but we're also aware enough of some of the difficult economic conditions that we face in the future with unemployment numbers being higher than they have been generally and we'll be watching that very carefully here over the summer and early fall to see if some of the economic head winds, you know, begin to press back on some of the positive factors that we're seeing driving demand currently long term guys, i'm extremely

bullish that the rv lifestyle, the boating lifestyle will continue to come popular as people want to reconnect in the out doors with their family and friends. >> wfrv. that's a new thing we have to look into that. >> thank you stale aheill ahead, airline surging ahead. traders will tells how they are playing these moves. fertitta has 270 restaurants open he's seeing more customers than he saw this meti last year he'll explain why. much more after this when the world gets complicated,

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let's get to sue with the latest on the coronavirus. >> new york's governor says the economy won't bounce back. he's going to washington, d.c. to meet with president trump and discuss stimulus plans and pandemic response efforts. you can get more on cnbc.com and what he hopes to accomplish. in new york, that state's first hot spot is starting to reopen the judges ruling that requires the u.s. government to evaluate moving inmates at higher risk of getting covid-19 out of a federal prison in ohio

you're up to date. back to you. still ahead the path forward for business in the u.s. look at a pulse on the economy from major business leader tillman fertitta will lay out. he'll talk about how he's opening sis canoand restaurants around the company how business is doing and maybe some baseball. [ bleep

. the dow is up by 685 points. a gain of 2.8% s&p 500 up almost 2% above the 200 day moving average since the first time of early march. russell 2000 up 3.5% with the reopening trade going strong ta today. >> the oil market closing up for the day. >> the optimism isn't just in stocks the oil prices continue to surge as well. currently u.s. benchmark west texas intermediate or wti prices are $34.42 3.5% upside there. brent crude prices $36.25. 2% gains for one measure of those wti prices for futures today's gains

put prices more than quintupling. today's gains being driven in part by more optimism. also that global oil suppliers are getting rebalanced as large oil producing countries against oe peck and partner countries like russia follow through with limiting production. opec members and partners are slated to have a virtual meeting again where some analysts expect to discuss further production cuts for the rest of the year. over to you. the holiday weekend marking a major milestone on the country's paths toward reopening. major businesses opening doors for the first time in months tillman fertitta owns over 200 restaurants. he's reopened 270 restaurants and two casinos. he says he showed year over year growth at his businesses

before -- it's great to speak with you >> hey, guys how are y'all today? >> we are great. let's talk about this past weekend. what did you see on the restaurant side of the business? >> we're still running down anywhere from 45 to 45% at almost all units there's interesting things they're starting to see different markets where the world is changed a little bit and all the snow birds didn't leave arizona. they didn't leave florida. they stayed down there they're kind of out of their season now in those two states they are staying stronger. all your leisure restaurants where you're on the waerts front, people did go to the beach this year. they continue to go. those were a lot better. what's killing you is those urban restaurants?

with the big restaurants that are dragging along because there's no business traveler there's no convention business >> sounds like you're talk about new york city in new york area >> what are your expectations here when you do open up do you think things snap back? we saw a sharp v recovery in the stock market i don't know if people feel that in their pocketbooks >> new york, everybody that's big in any business, new york is such a big part of their business i have more full service restaurants in man hhattan than anybody else new york is new york

we fwheneed to start trying to it back a little bit with strict guidelines but to get people back to work and at the same time the operators if you don't something, we are going to cause a commercial real estate bust at some time we can't pay rent if we're not doing business >> are you, yourself, asking for rent reductions from your landlord is that why you believer this will be the paying point in the next year, commercial real estate with the ripple effect on banks? >> definitely. all leases have some clauses in them that things you never thought would happen but everybody has to be reasonable with everybody i want to be a reasonable tenant and i expect the landlord to be reasonable with me don't expect me to pay you 100% rent when i've been closed by the county, the city, the state, the government and you because your malls not open or your facility is not open you have no business your hotel is closed

i think this is a time that we all have to work together. everybody needs to be reasonable and once again sh everyboeveryb to feel some pain. >> when you think about cities, i wonder if you think about things differently we had a number of companies say to their employee, you can work from home indefinitely that would imply that some people move out of the cities if this is a trend that lasts how do you think about your restaurant empire, the number of restaurants you have concentrated within cities and the areas you would expand to if this work from home trend actually persists and becomes a new sort of norm >> well, it's going to hurt all your urban areas what's really interesting is in 2008, 2009, 2010 crisis it was the mortgage crisis and your big downtown units in new york, l.a., houston, chicago continue to do pretty darn good it was the suburban restaurants

that were hurting and did poorly because people couldn't make their mortgages. they were being evicted. right now it's just the opposite everybody is staying home and therefore the suburban restaurants are doing much better in this financial crisis than the urban restaurants once again, whatever we think will happen in this world, it also goes another way. >> they said the defensification trend makes them a clear winner. you're kind of talking about the same thing let me point out, we talked to you last week. we talked to you on tuesday today. it's tillman tuesday we had a thing called trump tuesday on cnbc way back when. he's in the white house. i'm just saying. i'm just pointing it out we appreciate your point of view is all i'm saying. do you think it's going to last? what happens if people are in the suburbs and maybe that corporate customer.

>> landlords have to realize as great as the business, sales are everything when you start talking about a retail store or manufacturing company, restaurants, thoehotel, when you're down 50%, that's huge when we report same store sales on cnbc and somebody is down 5%, that's a problem let's say you're a $5 million business and you're down a quarter of a million dollars this year. now you're not getting the leverage of those sales. that 250,000 is your more

profitable money when you start talking about retail, restaurants, hotels, manufacturing down 50%, you're eventually going out of business it just depends on how much liquidity you have we have to fix this and get people moving around at some point when we know it's safe to get back in all these accomplishments or 21 is not going to be pretty you can talk about the recovery all you want businesses cannot operate at negative 50% >> you're talking about 2021 it's a frustrating prospect for everybody who wants this economy to recover i want to ask you about the casinos and basketball as well maybe one of the common things just quickly to stay on this point about restaurants is are we talking plexi glass, fewer tables i read an article about a different country putting in plexi glass in its bars. i just can't imagine any of your restaurants having something like this. what measures could you put in

place so that 2021 is better than you're currently fearing? >> it's really interesting i was at the huge lake charles casino which is a golden nugget right outside of houston it's where so many people from houston go to play we don't have casino gambling in texas. a lot of people were wearing masks. we were being very careful and making sure social distancing, three people to table but people are out. the statistics are coming now that like 95% of the people that died in italy, you know, would have died from something else. we're starting to see a lot of that when this data starts coming out and people really realize that if i'm a healthy person, chances are something's not going to happen it's cause on all of us a problem. we're having to enforce the social distancing that people aren't enforcing the social distancing the casinos were busy this

weekend. vegas opens up next week we opened up in disney springs, the t rex 600 seat restaurant. it operated at 20% of what it normally does. you lose money when you're only operating at 20% >> absolutely. i can't imagine. speaking of disney, one quick one here on what's going to happen with the basketball season is that what we're looking at? kind of finishing out the season in disney. are you telling me the players respects going to interact with one another if everybody is staying at disney? >> you know, if we do disney, it's really not disney it's the wild world of sports complex by downtown. they want to bring all the players there. we're all trying to decide right now the nformat

if player doesn't want to play, they shouldn't have to play. it goes the same for the owners. if the owners, the 30 owners decide they won't e don't want to play, we shouldn't play there seems to be a lot of positive momentum now. i think we really have our act together when it's going to come to how we're going to contain and test and it's going be extremely safe for the players and all the personnel that traef travels with the team. there won't be any fans there. >> yeah. getting back to landry's because we're running out of time. there's a lot of smaller restaurant chains that don't have the access to capital that you have that may really be facing some tough times. are you going to be opportunistic. you've been expanding pretty briskly over the past few years. >> we'll come out of this one way or not, i believe.

i go back to 2000 and what i picked upcoming out of the 2000 crisis and 99 with rain forest and bubba gump and even at the start of this kind of wave because it started to slow down a little bit i picked up a few others it's going to be a great opportunity for the people that want to grow that's what happens after any financial crisis this is no longer the pandemic that's one side over here but we're in a financial crisis and any time there's a financial crisis, there's a lot of opportunity and hopefully, i'll be one of the ones that's able to help other people and keep their companies going and be able to provide jobs and not shut restaurants down because it takes somebody stronger to come

in and do this >> always great speaking do y iu we look forward to our next chat >> tillman tuesdays. a big rally on wall street now. stocks are getting back to levels we haven't seen since early march. today it's hopes for a vaccine that are helping the markets get a lift the cruise line stocks up more than 10% about 15% in royal caribbean pace we'll have se t oerigomofheth b movers coming up on power lunch. when the world gets complicated, a lot goes through your mind. with fidelity wealth management, your dedicated adviser can give you straightforward advice and tailored recommendations.

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it's time for today's power movers we start with a couple of stay at home stocks they double the price target to 80 from 40 says americans are willing to spend more money on their homes. if you're going to be stuck at home you might as well have comfortable footwear crocs saw a 14% sale i just bought my son a pair. i love them. i think they can go and get wet. crocs up 9%. another sign of the strength of the rally is the gold stocks are tumbling anywhere from 4 to about 6% stocks at the highs of the session. casino stocks joining in as more get ready to open across the country. let's get to contessa for the latest >> look at mgm right now up 11% it's got one of the strongest presences on the strip it's laid out which casinos will reopen and nevada's governor has cleared the way for that to

happen june 4th. as long as the nevada gaming control board clears the way they are in meeting right now. it's going on three hours laying out what the science is behind prevention how do you diagnose people who might be symptommatic. how do you enforce the rules that will be in place throughout the industry a big deal for nv mv it's the worst in nation in terms of the unemployment rate as you can see now there's a lot of hopes being pinned op these casinos reopening. not just there but mgm opened yesterday in mississippi as well and had great turn out i'm hearing they are pleasantly surprised and seeing in some places year on year growth for visitation for the amount of money spent. look at wynn is up 9%. we'll stay on top of it. >> thank you coming up, how restaurants and their drive throughs are eating the hundred mp of the third party delivery companies ayitus divs.alwayseler st wh when the world gets complicated,

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kate rogers joins us >> hi, that's right now think everybody would be wordering from restaurants delivered to their home during the pandemic but that doesn't seem to be the case new data shows that while consumers have ordered delivery and take out during the pandemic, driver through was the preferred method for take out followed by traditional take out and then curb side pick up third party providers ranked last and were even less favorable among older consumers. the good news is that analysts at morning star and btig say

instore transactions along with carry out and curb side are the more profitable options with dlifr delivery being more costly with a middleman involved here. carry out is big business and will likely continue to be it's why restaurants like installed instore shelves. these names have outperformed in the space as they have many different ways to cater to kulers in this new normal, but delivery is also important for new customer acquisitions and growing business that's why you're seeing ef major player teaming up with delivery companies with the exception of domino's, which does not work with third party aggregators. >> i guess it seems less germy because you remove a middleman touching your order. if you're going through a drive through, you're just going yourself, but i would imagine this only really works in the

suburbs as opposed to r more urban areas! that's true, but we're even hearing from restaurants like tar bucs saying they're going to speed up some of the formountains that they were going to roll out in the next few years. things like to go, drive throughs in areas where it's possible to cater to consumers in the new norm ago. so i think this is something more brands will be think about and changing their plans >> thank you let's take a look at the markets today. key milestones the dow above 25,000 for the first time since march 10th. s&p above 3,000 and nasdaq is just 4% from its all time high we'll have much more on this rally coming up.

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up 649 points. nasdaq is off 4% of its highs. do stocks have the strength to keep this going? let's bring in todd gordon todd talk ed more about that so i've seen a few poem say if the s&p goes above 3,000, all the technicians are going to say they've got to rethink their playbooks. >> i don't necessarily agree with that, kelly i think the nasdaq just within 100 points in the ndx of all time highs, i think that's significant, but the gori details of the s&p but i think the level is closer to 3100 but i know you're aware of so for me, that's the call clear sign i hate to say it, but i do, i did believe that the big sell off we saw in march may have been the retest that everybody

was already looking for. if you just kind of take a look at the last three significant corrections from the '09 lows, they're unbelievably separated by about 15 months between the two. so we saw in 2010,' 11 i put this on twitter saying maybe this was the retest and people got quite a rise out of u that i was bullish and continue to remain that way. >> so you'd like a retest of the lows so we kind of cloered that hurdle explain that more and also i'm curious if you could address within the market, what's going on with the stay at home trade does it say hey, be careful because there's rotation or yeah, these are going to be your new winners. >> so to be clear, that first december 2018-'19, the first drop, i think that was test one then the march drop was the retest so i know i'm of the camp i believe we continue higher i believe we move to new highs

in the s&p it's amazing considering the poor economic data that we have. today, we're seeing the nasdaq and stay at home trades like beyond all those names take a little breather as that nasdaq is consolidating below the low and we're seeing a move up in a lot of different sectors that were beaten down like industrials. we're seeing consumer discretionary. the cruises were up quite bit. airlines, casinos and apparels and some hotel names we're seeing a nice rotation if you want to go here, i'm focusing on sort of this move into people spending money not the stay at home economy, but people spending money at their houses i think millennials. older, gen xors are tarting to spend money. >> in terms of this market going higher, we'd need to see the

financials more broadly than saying the reopening trade or stay at home stocks. financials and industrials would have to continue leading the way, now either that or are we going to still be leaning on the narrow leadership of the five biggest companies in the s&p 500? >> we've seen an impressive move in technology do we have to see industrials? the financials firing? no because they've been lagging for a long period of time. same could be said with energy why don't we take again one name we like specifically home depot they've done a good job adapting to a new normal. i haven't spent as much time there working on home projects when i'm not working my wife's very happy about it. the stock is acting extremely well new home sales massive. 623,000. expectations of 492. so really big beat there low interest rate environment. we own home depot and our

portfolio. they're increasing their dividend and it's an amazon proof sort of stock, right because you're not going to go and buy these big ticket heavy bulky items and get them shipped to your house. you got to go there. the pick up experience has been good and then one more name if i could throw it out there that we like is masco. a home improvement building products we hold as well wells fargo just upped the target from three bucks to 50. the chart looks good trying to get through 50 they're the maker of bayer paint which is carried by home depode. before we get the call clear, there's new sectors coming on that need to be up and firing then we can reopen for business. >> if that's the case and we're running out of time, todd, but if that's the case, if you're a holder of triple qs, which i'm sure many people at home are, what would you do here if you think they won't

necessarily with b the leadership anymore >> well i'm say iing it's time o other people in the sun. it's time for other sectors and names within the sun to have their time so to speak so we could, technology as you know, is leading the whole way up here. it was leading precovid. so now we're seeing a breather in tech as we are just below those ndx highs, which is not surprise iing and it would be ga to see some other sectors come back on, which is similar to how this economy is coming back online so again, we don't need to see financials and industry and the big financials that have come under pressure we can take it one step at a time i think the trend is strong and we continue to remain bullish on the economy. >> great to see you. thank you. >> i'm doing that home depot i got the raised garden beds they're going in today >> i wanted to regrout my shower for the longest time still haven't. the pandemic goes longer, maybe that will be >> do you know how to grout?

>> absolutely. i've grouted before. >> of course oh, absolutely united airlines, second best stock in the s&p 500 up 16% >> that reopening trade going strong today that's for sure. sf>> still working on our home >> thank you for watching "power lunch. close i closing bell picks up right now. >> thank you and welcome to closing bell that right there was our new animati animation. just a peek of our new graphics. a lot of people put in a lot of work from the graphics artists to the producers to the technical team on making this work we're excited. let's look at what's driving the action in stocks as we see a big rally on this tuesday. s&p 500, back over 3000. the dow surging above 2500 big rally to start the week. continued reopenings and signs of economi