good afternoon, everybody. welcome to "power lunch" for a friday morgan brennan will join us in a minute's time or so. we're following big money today and where wealthy investors are placing their bets now and why there's a global shortage, and later, a blooming business 1-800-flowers, the stock doubling in the past year. "power lunch" starts right now good afternoon let's begin with the markets all three major averaging

sitting from a few appointments. basically flat 3916 is the left there >> mike, morgan, the index has idling for a few days the refusal really to buck of the. kind service the drop d. and we're right back on trend, we'll see if things last this is a month to day having a tremendous run. kce is the investment banks, brokerages, kind of the finance markets squared. the transports also, at least this months, have also started

to transport if you look at treasury yields, they also are again on the rise. so it's a pretty steady up trend as well. so it seems as if the market is still comfortable with the economic reaccelerate theme. michael, thank you bank of america global research adding yesterday another word of caution here, showing stocks are nearing what they say is a sell signal i guess when you get past 8, it's a sell. let's ask ron asana. you're so senior, ron, i can't each stand it. >> in a month i'm actually going to be a senior. >> you are all right. get in line. i'm there.

michael, how warm is it where you are? >> you know, it's awful, tyler we're about 83 today, and kind of muggy so the air conditions is turned down a bit i can feel the hate mail coming now. >> gentlemen, let's talk about the sell signal that apparently b of a says we're close to ron, do you see it that way? >> i don't know. it's a tough call here yes, there are measures of this market that are in nosebleed territory, whether it's price earnings ratios, whether the b of a merrill lynch number is pushing it you know i've been cautious

about all the speculative nonsense that's going on in the market. >> just bear markets themselves do not start without higher interest rates and less friendly fed. we're not there, so yes, the ten-year note yield could be a problem for stocks, do trigger a correction, 5%, 10%, 15%, i don't know if it's a sell signal, no that sends everybody to cash unless they're in low-quality stuff. >> michael, i think you sort of see it the same way if i understand you correctly as long as we have an accommodative fed, and it's really accommodative, and as long as we have the prospect of further fiscal stimulus coming in, that really is a floor under stock prices or arguments that in the long term prices will rise. >> i think so, tyler you take that and combine it with a pop ulace that's going to be returns to more activities as

we get past more vaccinations come the summer time and pent-you said demand, so with all the stimulus, with the low rates, and with an economy that will be returning to a more normal level, it's heart to argue how this stays down. indeed, over the last ten years or so, or 12 as the fed has been so accommodative, you've been wrong to bet against the fed. >> ron, mike santoli just showed us the s&p, we saw a little pullback that the hedge funds are derisking two weeks ago. overall, you could make the argument, at least in recent months it's been a teflon market especially the new retail investors what do they need to know and think about with everything we are seeing >> you're probably too young to

remember "war games" but at the end the computer at norad says the best way to win is not to play whether it's the short squeeze stuff, getting involved in pot stocks and running them up for a day and watching them fault or getting involve in speculative times of day trading activity, just don't do it do the things -- again, i'm not a personal financial guru, but you need your six months, your 401(k), your health savings account, your kids' college fund, and then if you have vegas money, then go at it, but for retail investors, this notion of a reddit rebellion or the idea that they can take on pros in their own terms is wrong-head ed again, as leon cooperman and others have said, these episodes end in tears i think they're pockets of

speculation that don't necessarily reflect where we are in the market cycle. the pockets of speculation i think will burst. >> just the fact that the fed -- liquidity picture and the fed's involvement, the fed's policy and what that's meant for the market here. the one things it is b of a note points out we do expect to see the move specifically the yields on a u.s. junk bonds so two things in that question when you have this much liquidity and you keep rates this low, when rates are this low and you can't get a return anyway, you are mover dollars chasing more things, therefore it pushes folks out further, it will continue to happen.

>> all these great pop culture references -- >> well, asana and mine are all old. >> classic >> we're going back to fred an ethel. we are one day close to a correction will it be 10% usually at this part of the year, february, earnings cycle's over, we have a whole year of uncertainty in front of us we had a number of corrections in this february/march period. it wouldn't surprise me to see another one. it is surprise me to see it as a sustained market you look at your cease allocation you stay away from the speculative nonsense, and you stick with your discipline, if you have to reallocate, final, longer term, this market has a really strong tailwind

underneath it. earnings are up. that's tough to fight, morgan. we're going to have to leave it there far and farther out as we go off the charts is pot stocks i think that's a great place -- >> next week it's the fred and wilma portfolio. >> i like that yabba dabba do go, morgy. morgy? wow. meg tirrell has data for us, meg? >> i'm still laughing at morgy morgan, we are seeing improving trends in covid number if you look at cases, they are down 60% from the peak in early to mid january hospitalizations down about 40%, and deaths numbers are still too

high, but have started to come down a bit as well we talked to even deemiologists virologist trying to determine if this is real, caitlyn rivers at johns hopkins is saying there's more social distancing going on she else noted there might be 20% to 30% population immunity in the country right now, so fewer people who can get infected, means that there are just fewer people for the virus to reach people did note that vaccinations are picking up, but it's still pretty early to see about an impact on then. of course, the risks are more holidays and celebrations. people are worried about cities and states lifting restrictions too soon and of course the variants b.1.17, and the south african

variant. here is what dr. griffin said. >> we're seeing the deaths are stating to decrease, the vaccine roll-out increase, so i think things are really looking good i think we've got, you know, a great spring and great summer ahead of us, as long as we don't lose this fight and get lulled into a sense of false security too soon >> that really sums of what we've heard. we have to double down and make sure we have a good summer ahead. >> it might be early for vaccines to be playing a huge part in the declines, but the roll-out is picking up steam alaska is doing the best 30% of adults have received at least one dose that's a very small state, of course, but both california and

florida are at 17% talk to us about that. >> yeah, we got news yesterday that president biden has -- he says that the delivery by both companies will be by the end of july that's enough for 300 million americans, not even factors in the johnson & johnson vaccine and others that could be coming. so we will have a lot of vaccine before the end of july the question is, will we have enough vac natos and capacity to administer those vaccines for, as dr. fauci said, for open season for vaccines in april we can only hope tyler, or should i say ty-ty? >> you read my mind. i was just going to say you are

free to call my ty-ty anytime you like how did you know does everybody know that >> it's like psychic brain waves, you know, through the remote connection. >> i gets it's just the connection. >> you can't do away with the connection it's just there. all right. we're going to move on, morgan coming up, semistocks at record highs. in the face of a global chip shortage, we will break down how the chips are stacked. 1-800-flowers benefiting we'll talk to the ceo about making the trend bloom how do you like that "power lunch" come back after this

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semiconductor chips are in short supply, with far-reaching implications across the market nvidia's $40 billion acquisition of british chip designer arm, whose chips are used in 95% of smartphones worldwide. daniel newman joins us, thanks for being with us today. >> thanks for having me.

we've been following this chip shortage very, very closely. i think probably the place i want to start is things we have seen, expected to sign this executive order that initiates 100-day review looking at the supply chain is that quick enough is that going to help had shortage >> yeah, i think we're in a real different situation. we have heard from about the expectation of this lasten about six months so 100 days would put es well into half of that six-month period i do wonder, morguening, are we able to shorting this at all with any action based on what got us here, which was based on the company's cutting forecasts,

automotive missing estimates that chips for smartphones wouldn't be needed, i think the biden administration really needs to focus on how do we not allow this to happen again. >> so how do we not allow this to happen again? i bring this up know there's been a debate, a discussion, and there's been the case in the trump administration as well, onshoring more chips here, which would be a multiyear process, and there's a lot of potential challenges associated with that as well. is that something that could become a reality >> it's something we have to look at very closely the economics of it are globally any time a fab has been built, it's almost always had a governance subsidy generally speaking, the economics are pretty good. you have to realize there's a whole economy around the semiconductor industry you know, you build a fab, but

there's materials, distribution, manufacturing, so there's a compelling case if we keep the economics work by the way, it probably makes the most sense looking at those that have already done this. the tsmc, which is moving into arizona, umc global foundry, samsung and others, how do we make it more appealing to come here there's also the national security side of this as well. there's economics, national security, there's a lot of to consider here, but yes, onshoring more of this could certainly drive more capacity. >> in the meantime, this deal, this nvidia deal to purchase am arm, it looks like google, microsoft, qualcomm are some of the big names objecting to this acquisition going forward. do you think it gets shelved or does it actually happen >> that's a really tough

question if i could answer it, i probably would be on the show more often. what i would say is, you know, any deal of this magnitude warrants some really careful consideration and refuse have i regulators we saw what happened with nxp and qualcomm arm enables hundreds of companies to develop, package, manufacturing semiconductors it wouldn't spry me, companies, those that you mentioned, cher leading manufacturers or leading users of semiconductors wouldn't want to make sure that the -- an adequate amount of diligence to perform, because ultimately we have to protect the competitive landscape and develop in this particular industry, your guess is as good as mine the what i would say is i'm interested in seeing how this does play out. there's a lot at stake

i would look at the consumer and how they could be harmed or not is there still up side >> i don't -- the momentum is huge, you heard the incoming ceo saying he we would sell as many as we could have made. so the demand is there i'm bullish. dan, thank you for joining us today >> thanks, morgan. still ahead, the coronavirus dampening tourism in states like florida and arizona, but not for

the reason you might thing jane wells is in hollywood, florida, with a look at travel shaming. >> reporter: hey, ty ty, this boardwalk is usually packed with canadians, but they're not here, and those going home are discovering it just got more expensive. when we come back, angry snowbirds. they know exactly which parking lots have the strongest signal. i just don't have the bandwidth for more business. seriously, i don't have the bandwidth. glitchy video calls with regional offices? yeah, that's my thing. with at&t business, you do the things you love. our people and network will help do the things you don't. let's take care of business. at&t.

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welcome back, everybody. snowbirds are skipping their winter trips south that's hurting florida and arizona. jane wells is in hollywood, florida, with more on that story. hi, jane >> reporter: hay, tyler. the latest tourism numbers show canadian business down 90%, and -- the border with canada remains closed, but you can still fly here former coming across through airplanes, and then having their cars transported, but learning when they go back home, they'll be forced to stay in a government quarantine hotel until they got -- >> three days in the hotel, they test you, you don't see nobody,

you're allowed to go out and smoke a cigarette once in a while. it's almost jail. >> i don't know if i'm supposed to say that, but the government is not treating us like your government. >> snowbirds and screaming and squawking, saying that wasn't the case when we left, but there's not a lot of sympathy for travelers, as i said. >> reporter: jill under letter stays in sarasota, but she's staying home whether to travel has really divided the snowbefore communities. here in florida her benefiting a little bit from domestic visitors and they got a bump from the super ballast week. >> i just returned from florida a week ago you live on the west coast, i know, around l.a from your observation, how do you view the uptake of mask

wearing and social distancing in florida? >> well, california is 180 degrees, just another world when it comes to mask wearing, different governor, different sensible in most places. you know, there is nice air circulation out here you have to wear masks indoors, but the outdoor bars, no social distancing, and no mask wearing. >> that's what i noticed it was a very different take from the new york metropolitan area i wondered whether you could confirm that or not. you just did see you next time, jane. >> reporter: take care. coming up on "power lunch," the s&p 500 is up more than 10% in the last three months pretty nice return there, but not compared with bitcoin, which has tripled. are investors sticking with stocks or betting on bitcoin one business that's blooming,

can't take your value intine out to dneinr? at least send flowers.

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the cdc has just released detailed guidelines on how schools can open for in-person classes. it also says vaccinating teachers is not a prerequisite for reopening. the pace of vaccinations continued to pick up bringing the total to 48.4 million. moderna says today it's working with regulators on a plan to put up to 15 doses of vaccine in each vial instead of ten. the fda likes the idea, but still wants to see more data using the same vials would let the company significantly increase protection more quickly. and in florida, a massive line of car amid confusion of second doses dozens of people got their first dose at the center three weeks ago, but when the site was run

by the county. they were told then they didn't need an appointment to return, but now that florida is running the site, appointments are needed resulting in dozens of elderly people turned away morgan, we have to get this figured out. >> we sure do. markets are mixed for a very narrow trading range indices are on track for the second week in a row, energy the best performing sector look at the standouts, the transports are up more than 1%, up nearly 3% for the week, basically tracking similar gains. the oil market meantime is closing for the day, and we will go to josh lipton for those numbers. josh >> morgan, oil is elgtsing higher today for the ninth session in ten aside from yesterday's pullback,

oil prices have been gaining ground here the demand picture remains unclear a. covid continues to spread with new travel restrictions imposed. nonetheless they have pushed the energy sectors to outperform notable gains. back to you all. thank you very much, josh. now to a pandemic winnering that grows profits. shares of 1-800-flowers.com up over 90% the past year, with record sales in the last quarter. joining us is chris mccann, ceo. welcome. good to have you with us i guess the answer is something we really probably knew all along. that is that ordering flowers, you have made it very easy it's not just flowers.

you have harry & david and other services as well, but boy, when people can't go out during a pandemic, this is the way to go. that sounds like a very sticking kind of habit change. >> i think so, tyler we have seen an accelerate that began back in 2018 we have learned that we have a need to connect, to express ourselves, and as such a company, an e-commerce leader which is so well positioned in the trends we see coming out of this pandemic, that we think we aresustainabl going forward. >> people wand are want convenience, which you clearly supply let's go beyond. i think people maybe don't know ought businesses that you have

no punt intended, flower you can grow organically and expand it what are the other platforms and areas that you see as the growth drivers potential over the next five years. >> we started out as one flower shop, but we have created this e-commerce platform, and it starts with an all-star family of brands, led by harry & david, 1-800-flowers, cheryl's cookies, shari's berries, so you see us as a company in the expression and connection business, with the leadership position in f

fluorso you'll continue to see you grow by organ you can't product develop, or as we've done through acquisition as well, adding to the platform and leverages that platform we have built. >> first, chris, whether it's flowers or some of these other businesses we're talking about e-commerce some have basically labeled your companies as one of the covid beneficiaries, as we see vaccines roll-out, and at some point probably, hopefully later this year we see something of a return to normalcy, if you will, how much strength can the growth you have seen in your business continue >> hopefully the vaccines accelerate and we return to some sense of northerlial sit as we look at our business, the momentum we saw began in 2018, '19, accelerated the pandemic,

but we've been on a good momentum growth even before the pandemic we really see ourselves as a bigger, stronger company than we were prior we required personalization this past august, by putting it on our platform, we accelerated the growth of that company a year ago august we acquired shari's berries and took a big that was stagnant, losing money, to one that has a nice growth rate and is generating a nice contribution margin as well. if we keep our focus on what is the consumer looking for, we will continue to see double-did you get growth for some time to come >> i think it's important to recognize that trend to connect and express, is a lasting trend.

>> speak of potential consumers, this advertisement that you put on reddit -- love is a beautiful game topoworrying about it. take your relationship to the moon, rocketship emojis with a bouquet. love stocks. very clever. i wonder what kind of traction it's gotten? >> it's gotten great traction, and what you did, it puts a bit smile on to people's faces >> chris mccann, thanks for joining us. >> thank you. and happy valentine's day. >> from worst to first, google lagged the rest of the fang stocks, but leading the pack so farther in 2021. will that tend continue. plus in power movers, rockets,

electric vehicles and biotech stock making big moves stay with us

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welcome back, everybody. time for the final "mower movers" of the week. jo know if i can wait until tuesday for more morgan stanley's adam jonas initiating coverage of the stock at overweight, calling it a sleeper premium electric vehicle play on the other hand, jonas's starting coverage of lords did not town motors at an underweight. $18 is the price target there. that stock getting hit as you see. and amicus getting hit big, down

a third today. we end with virgin galactic, delaying a crewed test flight, allowing for more technical checks. >> stock is down about 7%, but still trading well above $50 a share, and we've seen some dramatic news since the start of the year there was a flight with humans on board that was supposed to happen in december, but pushing now. some folks that follow this stock are watching closely you need those tests to happen for service to actually launch but this is part of a broader conversations. >> a big setback or not? >> not a big setback, but still unclear when specifically we'll see that test flight happen. it was expected to happen as

soon as tomorrow it seems like the timing is shifting, how much it's shifting to the future, we'll very to find out hopefully some updates in the next couple days seema mody has trading nation. >> we are talking tech today google is one of the laggards, but now up the last two months citi also upping the price target to more than $2400 a share on free cash flow estimates. that implies another 15% up side removing the stock as their top pick let's discuss more with craig johnson and danielle shade the ceo told me he plans to drive less on google i wonder if there's a cautionary sign if other travel companies

follow suit. >> it absolutely could be more of a cautionary sign, but for me what i'm seeing in my personal life and just in talking to the people around me, youtube is absolutely huge, and with this pandemic we have seen a rush to online everything. you know, my son he was supposed to have a snow day today, but sadly he's now doing school on youtube. i think this is just a trend that's going to continue in the future i don't think we're going to go back to the way things were pre-pandemic i think that google has been the leaders in this space. they really don't have any kind of competition, yes, company accounts try their own avenues, but i think google will continue to remain the leader i'm very bullish i think that 2400 is a great

target. >> craig, do you agree with danielle, it can go even higher from here? >> i agree with danielle, i think it can go higher from here when you actually look at all these fang stocks, it's been among the most constructive names, so the large-cap growth investors will be on over-indexing. primary trend is higher, you're above your 50, above your 200-day average, so if you're looking for alpha in a large-cap space, alphabet is the fname. we are tracking restaurant stocks as new york city reopens for indoor dining on cnbc.com. you can also follow us on twitter. morgan and tyler, back to you. >> thank you, seema. the seemingly hitting new highs today, there it is today, basically flat, but what are

wealthy investors doing with their money right now? taking it out of stocks or putting more in. what's the hot area? that's next on "power lunch.

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lunch" as we continue to hit record highs, members of tiger 21, a community of wealthy investors said in a recent survey, the cash on hand, their cash on hand, has dropped to 13%, down from a pandemic high of about 20 so where is all that cash going joining me is the founder of tiger 21, michael, thanks for being here >> thanks for having me, nice to see you. >> where are wealthy investors

putting that cash to work right now? >> you know, tiger 21 members are entrepreneurs who made their money primarily in the private market, and that money is going back into real estate and private equity, and about 20, 25% of it is in the public market but if you were rip van winkle and you went to sleep in late 2019 and you woke up today, you'd think it looks just like it did thin, nothing happened in between. cash is back down to normal levels and those three allocations are about normal they're interested in technology stock, number one, we've been talking about the faangs all year, and health care, after that, and tesla, a big winner, so people are pretty optimistic, and they're still, they still have high levels of cash, but much less so than what happened during the pandemic. >> when you mentioned real estate, what kind of real estate are we talking about certainly the focus here, very much on how hot the housing market is, is it that or is it something else

>> so our members mostly made, the largest category of our members' wealth came from real estate, so you have some of the top developers and operators across the country, and when they get into groups, they're dissecting the difference between the gateway cities like new york where residential is downward trend, and last mile, the industrial, where all of those internet deliveries are being delivered from, and as hot as anything, anywhere around the country, so we're really trying to debate, what's changed forever, and what will come back i think new york city will eventually come back but retail, it will never be the same because online delivery is just too convenient, and how many of us will go back to the same office environment that we were in before the pandemic offices will come back, but i think patterns of office use will be changed forever. so our members look at transitions for where their there are real opportunities work force housing as an example

is something that provides steady income, that our members like a lot >> michael, what's happened to hedge funds, the percentage of cash, or dough put in there, has been cut by half or more, over the past couple of years, why have your members soured on hedge funds? >> so, hedge funds just can't produce the juice they used to most hedging strategies, the ones that are traditional, their profits are related to a spread off the risk-free link, and if you have such low interest, many hedging strategies just can't produce the results they once did. and because of their fee structure, those fees which people were willing to pay when they were producing high returns, they can't stomach the low returns, so we've had this historic change. a decade ago, 7, 8, 9% of our assets were in hedge funds today, it's down to an historic

3% it's really remarkable >> so michael, we've been talking a lot about the cryptocurrencies and about the fact that institutional money is starting to come to the asset class. i've also been hearing from a number of folks that we're starting to see more family offices take it more seriously as well. are these the types of conversations, are you seeing these types of investments play out as well, in your network >> we do you know, we have about 80 groups around the globe that get together every month, and the people in our group are entrepreneurs as i said who have liquidity and are now learning from one another what to do, so bitcoin is a hot topic it's been a hot topic for three years. three years ago, it was our number one asked for, and it has huge potential, because of all of the reasons digital currency, and global span, and low transaction cost, but we had a conference last week, with one of the top bankers, in the world, and basically, he said,

it's not going to go as far as you think before governments are going to step in governments can always step in that doesn't mean bitcoin will go away. it means that the way it's constructed now may have some changes. and it still could be a fantastic opportunity, but more in the nature of gold, if you will, except that goldis physical, and bitcoin of course, the advantage and disadvantage, is it can move like lightning around the planet. >> michael, i mean you mentioned the fact that tech stocks and those growth names have been popular, but given the rise we've started to see, particularly in the long end of the curve, in long rates, interest rates, i wonder how much of a risk factor that is, and if inflation is truly a concern among those investors. >> so everybody who had a classic training, mbas, the members in our group, when they talk about inflation, there just isn't yet any sign of inflation.

people are expecting, i think the reason cash has come down, people are expecting inflation and interest rates to be low for the year to midterm, for the near to midterm, and in that environment, it speaks very well to the market. so long-term is a long term away, but right now, it's a pretty positive story. and the reason why technology continues to be our number one area, is in a friction-less economy, where you can scale an idea, to a billion in an instant, you don't have to build a factory, you don't have to build a distribution system, you don't have to hire thousands of people, but technology stocks can scale like no other, and given the challenges of climate and the opportunities of artificial intelligence, technology is going to be the driver of the biggest change in our lifetime, which will come over the next decade >> michael, thanks for being

with us. >> thank you. right now, the dow is down about 50 points. modest, sort of threatering between positive and negative on the other indexes and we will get you set for the last hour of trading for, before the long weekend, next on "power lunch" and don't forget, you can always, always watch or listen to us live, on the go, on the app. and that's what you need to do 'lbeig bk. hey, dad! hey, son! no dad, it's a video call. you got to move the phone in front of you like..like it's a mirror, dad. you know? alright, okay. how's that? is that how you hold a mirror? [ding] power e*trade gives you an award-winning mobile app with powerful, easy-to-use tools and interactive charts to give you an edge, 24/7 support when you need it the most and $0 commissions for online u.s. listed stocks.

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1-800-flowers order is on the way to you happy valentine's day. >> happy valentine's day, ty-ty, thanks for watching "power lunch," closing bell starts right now. >> to both of you, welcome, everyone, to closing bell, i'm sara. >> shows us up. >> the major average, the dow -- >> showing us up now i have to order some flowers for you very quickly >> right >> you still have time. >> there's still time before valentine's day. >> pulling back. let's look at what is driving the action right now earnings remain in focus disney, weighs on the dow today,