out this important mission of destroying a hamas. we're going to hear from the media about how this is disproportionate, about how israel's been doing the wrong thing. we've got to allow them to do what is right for their country, indeed, what ultimately is right for the region and the world. maria: real quick, newt, what can joe biden say to create calm here? >> i just described it. biden can say we're totally committed to the survival of israel, we're totally committed to the destruction of hamas -- maria: yep. >> we recognize now that iran is a terror state. we are seizing the $6 billion during my speech, and were launching b2s to go over hezbollah. these are very, you know, it's not complicated, it's just hard. maria: yeah, it's not complicated. newt gingrich, jerry waker, thank you so much. -- gerry baker, thank you very much.

stuart: good morning, everyone. hamas threatening to execute hostages one by one if buildings in gaza are attacked without warning, and they would show the executions to the world. over a hundred hostages, including americans, have been taken. there are reports they've been spread around gaza to make any rescue more difficult. the ground invasion has not started, the troops and tanks are in place waiting, perhaps, for hostage a negotiations. separately, both "the wall street journal" and the washington post have published stories outlining iran's central role in planning and financing and training for the attacks. how come we didn't know? president biden will address the nation at 1 p.m. easterned today. to the markets, and the headline story is a maul drop in -- small drop in interest rates. the treasury bond market reopens with the 10-year back to 4.99. sorry, that's the 2-year, below 5%. that's the 10-year at 4.69. now, this could be part of a flight to safety.

you buy treasuries, the price goes up, the yield comes down. not doing much more tocks though. the dow industrials up maybe 50, s&p up 3, nasdaq down just a fraction. bitcoin, $27,000 and small change. gas, interesting, falling another 2 cents overnight. you've got an average now of $3.68. diesel down just 1 cent at $4.50, but oil, that's holding around, where are we now, 85, $86 per barrel. on the show today, there's a candidates' forum for the speaker's job. steve and a scalise -- steve scalise and jim jordan have announced. we'll take you to israel's bomb shelters. the people are enraged. we'll show you what's happening on america's treat as -- streets as hamas supporters try to change the narrative. they're presenting pal stick. januaries as --ing mall stint januaries as victims. the battle for public opinion is on.

tuesday, october 10th, 2023. "varney & company" is about to begin. ♪ stuart: let's get the latest on the war. more than 900 people in israel now confirmed dead can. good morning, lauren. take me through the latest. lauren: the latest is israel has full control of the gaza border. this is day four of war. israel says it's killed 1500 a hamas fighters. that shows you the scope of this coordinated attack. that's 1500 terror the is that israel says it's killed. they're now the prepping for the next phase of the war, and the rhetoric has been severe, destroy hamas. not quiet them, destroy them. but that, obviously, is very complicated because of all the hostages, and hamas has threatened to kill one innocent civilian every time israel strikes without warning. there are reports of using an intermediary to roadway lease some of the -- release some of

the hostages in a prisoner if exchange situation. president biden will deliver remarks on these attacks later today at 1:00 and, yes, we will be listening. stuart: yes, we will. we'll carry it too. in response to the attacks from a maas, israel's prime minister benjamin netanyahu called the terrorists savages. he says they made, quote, a mistake of historic proportions. lawrence jones with us this morning from capitol hill. netanyahu seems to be in a state of rage. is that an accurate description of the israeli public right now, lawrence? >> well, i mean, you go rape women and children, you attack innocent people that are just attending a festival, i think i have a lot of rage in my heart as well. look, i think this all goes back to the beginning of this conflict and what many of my friends that are in the idf i say is the root of this problem. you've got to remember all the targets that the israelis are hitting right now, they knew before. but they decided not to hit ethos targets because of the

press -- hit those targets because of the press and the u.n. considering israel as the aggressor, so they held back. and now, you know, everyone is calling for peace, but there was no peace for israel before. so, again, it looks like the israeli people have reached their breaking point because, again, they have been highlighted as the aggressors for so long. and now their innocent women and children as well as people that were just going about their everyday life are now captured right now, and a lot of folks are dead, stu. stuart: what do you want to hear, what do you expect to hear from the president at 1 p.m. eastern today? >> listen, i don't know what we're going to get from joe biden. hell, i don't even know if his taffe knows what he's going to say -- staff knows what he's going to say. but we should hear that he's going to stand with our most trusted ally. i would love to hear him talk about this weapons route between tehran and beirut and what he's going to do with our armed forces to stop that from

happening. i would love him to address this envoy that he appointed that was funneling money to iran. our nation's biggest enemy right now because they're the state number one sponsor or terrorism. there's a lot i want to hear from joe biden. looks like he decided to call a lid early in the day yesterday. hopefully, we get something of substance from the commander in chief. stuart: i'm going to change the subject for a second. kevin mccarthy says he is willing to return as speaker with all that's happening in israel. you're on capitol hill. do you think mccarthy has a chance? >> you know, i've been talking with some members all morning, and there's a lot of interesting things at play. apparently yesterday and during the closed door meeting, a lot of folks duked it out and aired their grievances. and right now you have steve scalise as well as jim jordan, but a lot of members are telling me they don't have the votes. and one of the concessions was

to change the rule, the one-vote rule. well, a lot of the members are saying why do you get to change the rule now when you didn't change the rule for kevin? so it rooks like -- looks like kevin still has the majority of the votes right now. so there could be this play that he becomes speaker again. what is very clear, stu, is that their still dis, organized. -- disorganized. there's still no plan right now. we'll see what happens later on today. stuart: in my opinion, at a time like this we need a speaker and fast. get on with it, please. >> that's right. stuart: lauren, thank you very much for joining us. thank you, sir. squad member and congresswoman rashid ca da tlaib, she's a palestinian-american, there has been a palestinian flag on display outside her capitol hill office. is it still there? lauren: sure is. do you expect her to take it down? stuart: no. lauren: did you see her statement after the weekendsome she did not condemn a hamas'

attack. and then you saw the white house yesterday lit are up in the israeli flag colors of blue and white. that was a show of support. yet a congresswoman -- look at that -- hanging that flag while calling for the end of u.s. support to israel and saying israeli's occupy palestinian territory. that was in her statement. here's congressman max miller's take. quote, thal halls of congress belong to america, they should be reserved for flags that embody our great nation. the palestinian flag should not have a place here. that's why i'm sponsoring an appropriations amendment to end this silliness, so he did introduce an amendment that would bar non-u.s. flags in congress. stuart: personally -- lauren: yeah. stuart: -- let her keep the flag. keep it. full publicity. sunlight is the best disinfectant. let people know -- lauren: where she stands? >> take her off all the committees. any say other than she gets to

elect as a member of congress. but i don't disagree. let everyone know about it, he's a vicious antisemitighten. -- anti-semite. stuart: that's a very bad thing. show me the futures market, please. let's move on to the market. looks like we've got a little bit of green, not that much. now show me the 10-year treasury again, please. i believe it is well below $4.70 -- 4.69, down 11 basis points. david bahnsen is here. draw day four of the war. treasury yields down, stocks seem to be a bit more stable. we carry on like this? >> you've got to remember that stocks are up 750 points since friday morning. so this is a very weird thing about columbus day where the stock market was with open and the bond market was not. so we didn't get a chance to see this interaction yesterday. normally you have a war break out, you expect yields to drop, bonds rally but stocks sell off. stocks and bonds are normally reverse correlated. right now they're totally

correlated together because of the fed. so stocks are going up despite war because yields are dropping. that's not normal. it's a by-product of the weird comply nation of fed policy -- combination of fed policy, this awkward columbus day holiday and the war situation. stuart: so where are we going? >> it's a mixed bag. 11 basis points is a good drop in the 10-year, but 4.7 is still high. if you're going to see downward pressure on yields as this continues, that will probably stabilize a lot of the stocks that have been most volatile. the problem is big tech is where the market was dependent, and i don't see big tech getting a rally here. stuart: not much of a response to the war. war on several fronts -- >> you would expect yields to be dropping more. stuart: you would expect the stock market to be dropping more. >> it's not just not much of a response, the stock market's up. what is it, 70 points this morning. but i think it's a by-product of the market responding to yields. they don't think the war will go

on forever, but if you do get downward pressure in yields, it's not normal, you're right. stuart: i take it you've seen the pro-hamas demonstrations here. >> i have, and i've seen news coverage of other things, the release of the harvard students put out yesterday. that probably got me the most. i actually think it's a very ironic thing right now in our country that the two people thao worry about most to his left are the squad and harvard students. and it's a really sad day. stuart: you're right there, david. thanks for being on the program today. all right, moving on. coming up, arnold schwarzenegger wants an impassable border. roll tape. >> i believe very strongly in having a border that no one can get through. it is a stupid system. the system is set up to commit a crime, to do something illegally. stuart: how about that? he was on "the view." more on that coming up.

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♪ ♪ stuart: israel says it has restored full control of the border fence in gaza. greg palkot is in the southern israeli city of sderot. what's the latest, greg? >> reporter: stuart, we are about a mile and a half, two miles from gaza strip. we have been right in the middle of it. we've been watching as israeli fighter jets will be storming

overhead, and we've been hearing the explosions nearby and a little wit more in the distance in gaza. and idf, the israeli defense force, has on firmed that today they have hit 250 more targets of hamas militia, what they call the infrastructure of hamas, the service areas for their militants. and the militants have been busy too, stuart. we have watched rockets coming from gaza into israel. we have heard that central israel, that includes tel aviv and the international airport, has been the scene of defensively knocked-down rockets. sirens have been ringing out there left and right. we are in this town now, it is, believe it or not, four days into this battle between israel and hamas. finally they are saying this place is secure. i'll step aside and let my cameraman, randall, show you what used to be the police station. it was the last stand of hamas

militia here, and they fought back against soldiers and police. israeli bulldozers had to knock down half of the place to get them out, and now they're clearing it out very quickly. i asked one resident hear why they were doing it so fast, they wanted to build this up again. we've been watching too, stuart, as dozens and dozens of tanks and armored possessor possessor -- personnel carriers and other vehicles of the idf get into place just in case they make the decision after all these days of death and destruction to move in. but as know your viewers understand, there is one more wildcard in this, and that is the 150 hostages stilling being held inside gaza, some taken from this very town the, some taken from that music festival where there was also a terrible massacre, and the hamas spokesman says that for every raid by israel unannounced against any part of gaza, one of

those hostages will die. we have no confirmation that they have actually made good on their terrible words, but that is what they're facing right now. and one last note about the united states, word coming from the national security council that the first supply of military munitions and and other assistance from the united states has ea arrive here. more to come. back to you. stuart: thanks very much, indeed. florida congressman byron donalds joneses me now. congressman, do you give full support to israel in attacking hamas, no holds barred? >> 100% support, stuart, no holds barred. you have to respond to this kind of barbaric attack in kind. the entire hamas leadership needs to be completely wiped out. there cannot be any half mushes -- measures, there cannot be any relief. the vast majority of members

here on capitol hill. stuart: i believe you've been contacted by some of your constituents in israel. what are they asking? >> what we've been doing for them is trying to get them safe passage autoout of israel. i don't want to go into details because a lot of stuff is happening in realtime and, obviously, things are not totally secure there. but just want to rest assured for them and their family members here in the united states with, we're doing everything we can to get them home. stuart: what do you want to hear from the president at 1 p.m. eastern today? bearing in mind the hostage situation? >> the first is that he has to be strong, in full support of israel. the second is he has to act knowledge and reverse course on his policy trying to cozy up to iran. i know, listen, we're talking about hamas' incursion into israel, but make no mistake about it, hamas does not move an inch without the iranians saying, hey, that's cool, go ahead and move. we have to reverse policy on ranch we have to hold them accountable -- on iran. we had them in a box, and we

have let them off the hook because of the weakness of joe biden. there has to be a complete reversal of his foreign policy. stuart: he must appear robust, energetic and very much in charge. his e demeanor will be important at 1:00 today, do you think? >> i do agree with that. but, listen, i'm not going to hold my breath on the last orer part. i just want him to be firm and reverse course on policy. actions speak louder than words with. stuart: i'm going to change the subject, if i may, and turn to the speaker issue in congress. i think we need a speaker and quickly in this situation. can we get it done this week, do you think? >> i believe so is. listen, a lot of members are really not getting -- coming to grips with this decision. i think as we start getting back in the room today and tomorrow, i think we're going to resolve this pretty quickly. we understand that in order to do think business here in the house of representatives a speaker must be elected. so i'm fully confident in my colleagues that they'll be able to get to that decision and we're going to move forward. stuart: will it be mccarthy?

>> i actually don't know right now. i'm supporting jim jordan. if you were going to ask me, i think jim is in the lead. but, or you know, we have a lot of work too. there's a lot of decisions members have to make for themselves. stuart: what about those 8, i'm going to call them dissidents, led by matt gaetz? what are you going to do with them in. >> well, look, first and foremost, i don't agree with the decision that they made last week to vacate. i did not support that, don't agree we it. but at the end of the day, they are republican members of congress. i don't agree with their tactic in that particular situation, but if we we go down this process of saying now we're just going to be kicking people out of conference because of a vote that they made, we'll actually turn the majority over to hakeem jeffries. i know tempers are high and some members are upset with what happened, but they're republican members, they're going to remain in our conference, and we're going to move forward together. stuart: is arming ukraine an issue here? because now we have to arm israel as welz. is ukraine an issue in the speaker electionsome.

>> not for me, and i don't think it is the the at all. listen, israel is our longest standing ally in that region. we were the first country to recognize israel. we are going to stand by israel. if the white house wants to do some funky deal where you couple ukraine and israel, i'm not going to be for that and, frankly, the members of congress are not going to be for that. we can deal with ukraine issues at another time. stuart: congressman byron donalds, republican, florida, thank you for joining us. always appreciate it. "wall street journal" evan gershkovich has lost husband appeal to be released from jail on espionage charges. that means he will remain behind bars at least through november 30'd. -- 30th. the u.s.. embassy said it was, quote, deeply disappointed in the decision. we'll take you to wall street for the opening bell next.

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stuart: futures indicate very little price movement at the opening bell. dow up maybe 100. mike lee with us this morning. come on in, mike. we have two wars going on, ukraine and israel. with that in mind, tell us where to put our money. >> yeah, stuart, outside of, you know, short-term treasuries and

cash, you know, the stock market i think oil stocks are a pretty safe bet right now. you look at the three biggest, chevron, exson mobile and occidental petroleum -- exxon, they're all trading around 10 times earnings. chevron and exxon have north of 3% dividends. occidental is a smaller dividend, but warren buffett owns 25% of the company. if you look at the backdrop for these oil stocks, they're pollution a ton of cash. instead of investing in new projects, they're doing everything they can to reward shareholders versus investing in new technologies and putting that back into the company. so it's a good time to own some of these stocks with all this cloud ofen uncertainty right now. stuart: yeah, but, you with see, i'm looking for a capital gain. when i put my money into the stock market, i want to see maybe 10% growth or even 15% growth in the next year.

i've become used to that over the last 10 is, 12 years because the market's been so good. do you think you can recommend for me a group of stocks or a particular stock that's going to give me 10, 15% over the next year? >> yeah, stuart, i think nvidia's going to do much more than that. i think, you know, the economy and the world, like, wars in the world can weigh on price to earnings multiples, especially the high youerses -- growers, but i till don't think the market has their arms around how much money nvidia's going to make over next year. as we've discussed before, it's a lot safer to sell pick axes in a gold rush than to try to find gold. and in terms of artificial intelligence with all the major corporations trying to integrate a.i. into their businesses, they can't do so without the technology of i nvidia. we've already seen it. i think next quarter they're going to do about $17 billion in revenue, up from $6 billion the first quarter.

i think they're going to net over 8. again, from $6 billion in revenue in the first quarter. when you looked at yahoo! finance or somewhere on the internet, you see 110 price to earnings multiple, i think it's more like 30-40, and this stock is off a to the races. steele steele we'll see -- stuart: we'll see. mike lee, thank you very much. david bahnsen is sitting next to me. what do you think, nvidia? >> he said it, it is 110 times earns, is so i don't understand how you can say where the market's not appreciating where it go. i think that's what the multiple's for. that should come down to 40 times. is 40 times a cheap multiple? he was to triple business to get to the a 40 times multiple. stuart: he thinks they can. >> they very well could, but it is a really risky play. that's all i'm saying. stuart: fair enough. 9:30 eastern time, the market is now open, and we have the dow opening with a 100-point gain. wait for a second and move on to the s&p, please. there you go. they're open now, so i've got a

lot of winners on that screen. yeah, look at that. we've got 6 losers, 24 winners. not bad. dow's up 95. s&p 500, please, where is that this morning? it's up .20%. it's up, got that. the nasdaq composite is also a little bit here -- higher, you're up 20 points. hoe me big tech. we do this every single morning at out 9:30. amazon, meta, microsoft up. alphabet, apple, down. apple at 178. pepsi reported this morning. the stock is up 1.5%. i guess price hikes are not keeping consumers away, right? or are they? if. lauren: no. pepsico has this, the leverage is insane. demand for snacks, demand for drinks is resilient even though prices went up on average in the past quarter 11%. they keep going up. and then the company says we're going to continue with modest price hikes in 2024 as a well.

stuart: so they've got pricing power -- lauren: power, yeah. well, not with me. the big bag of cool ranch doritoss, $6.99. i said, put it back. stuart: you feed your children doritoss? lauren: yes, i do. stuart: good for you. dave, you were on the call, uh-uh e believe. >> i was. i'm thankful to lauren for serving her kids doritoss. [laughter] they have pricing tower, and they're the textbook company of pricing power. organic revenue growth was up 8.8%, more than expected. earnings higher, revenues higher and they forward guided higher, and it's not just margins that are increasing, but also volumes. it isn't merely they're making more money, they're selling more units of goods. this is a phenomenal company. it's grown their dividend for decades. lauren: any comments, perhaps, about smaller packaging to sizes now that many americans are on the weight loss drugs? >> it was expected, people have been thinking that was weighing down on some of it, and their

results would seem to indicate, no, it's not it's just common sense. the idea that people are going to stop consuming these things is just -- stuart: it's nonsense. >> totally different view of human nature. stuart: totally right on this. let me move on. palantir up just a fraction, 9 cents. but they got an army contract about a.i -- lauren: correct. to test and scale artificial intelligence and machine learning capabilities. this is worth up to a quarter billion dollars through 2026. this is the fifth day of gains for palantir, so it's up an additional 1%. it's roughly doubled in the past six months, and they've been partnering with the with army since 2018. stuart: any comment? >> just to be clear, $250 million contract. the company's trading at a $29.5 billion market cap. so $250 million of revenue in a long-term contract for a $30 billion company, it isn't that big. lauren: what does that say about a.i.? >> what's it say about market

froth? that would be my concern, you know what i mean this in people are just reacting a bit too you forically on some of this stuff. stuart: amazon is now in, i think, the second prime day -- lauren: of the year. stuart: it is underway. are you impressed with concern i know you shop on amazon. are you impressed with anything? lauren: i have to say, and i feel bad, but the deals are a snore. i saw a power strip, i saw a pet monitoring camera. okay, that could be cool for some people. to be fair, second generation air pods pro are discounted by 25%. but, yeah, it doesn't seem that catchy. what amazon is trying to do is juice early holiday demand by offering lightning deals, so get it rile it lasts really quickly. it's a very narrow selection of items. everything is deeply discounted. it'll be today, it'll be tomorrow. six weeks before black friday. that's the deal. walmart, target, they have their own deals also. stuart: okay. we got all of that. lauren: yeah. and i see david's on the site.

>> they have stacey abrams' book for 48% off on the home page, and i think if they can get that a little bit bigger -- stuart: you are cruel, man. you are absolutely cruel. [laughter] let me show you hyatt hotels. earlier they were straight up, and they're still concern what's the story? lauren: they're set to join the s&p mid cap 400 index this thursday the, they'll replace national instruments which is being bought by emerson electric. stuart: do you have any reaction to higher hotels? >> you don't go up because you get added to an index. maybe for five seconds, but this is more fundamental than that. revenue rates are the highest they've ever been. people are spending more at hotels than ever. but when you add it to an index, it just simply means you're now part of a basket. it doesn't actually increase earnings. those are technical things the traders like that have nothing to do with real value. stuart: but the fundamentals point up. >> the fundamentals are very good in the hotel space. stuart: you have some dividend stocks, and you're going to

start with lockheed martin. >> i do, and it was up $30 yesterday, but it had been down over $60 a share in the month or month and a half before because people worried about the -yard line funding getting -- the ukraine funding getting cut. and they make a lot of the missiles that are being sold to ukraine. i think that lockheed is the best defense company to own if you believe that there's problems in they that, taiwan with. if you believe there's problems in israel, gaza and if you believe in the ukraine-russia deal. lockheed doesn't sell our missiles to israel, they don't really need to, but there's more of a general field that there's instability in the world, and lock he'd is a great -- lockheed is a great dividend view grower. stuart: what does it pay? >> it's about 3%, growing at 10% a year. stuart: all right. now, you grouped together three stocks, chevron, ec son, mid estream -- exxon, midstream energy. why did you group them together? >> because, again, i think that you need the best quality namings. they're only trading at about 10

times earning. they were up big yesterday. but this is the thing, people have to own something that's going to make money if oil goes above $100, because a lot of other things in your portfolio are going to go down. and in the meantime, i don't want to say let's join this trade because of the israel-hamas issue. we've knowned these names forever. but you -- owned these names forever. you -- is 400% a good capital gain? that's what it's made since the bottom, and it's trading at 10 times earnings. it isn't like it had to go 100 times earnings like big tech. it's up, i mean, triple since the covid moment while yielding about 4% and growing the dividend every year for 70 years. stuart: all right. you made a good case. >> yes, sir. that's what i'm here to do, a good case. beats the alternative. stuart: does, indeed. thank you, david. coming up, 11 americans confirmed dead in israel and the, white house says there

could be american hostageses. watch this. >> we have to accept the very grim possibility and the likelihood that there are americans being held hostage. we're this constant touch with israeli officials right now to try to get a sense of where the whereabouts of all the unaccounted for americans. stuart: how do we get them out? senate foreign relations committee member rand paul takes that on later in the show. trump says that if he was still president, this attack on israel would never have happened. does larry kudlow agree? larry is next. ♪ ♪

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♪ ♪ stuart: former president trump took aim at president biden yesterday in new hampshire. he blames biden for the war in israel. roll tape. >> the atrocities we're witnessing in israel would never have happened if i was

president. it would have never, ever had. when i was commander in chief, we reduced the rain rah january economy, and i -- the iranian economy, and i withdrew from the disastrous nuclear deal. joe biden undid it all and gave billions and billions of dollars to the world's top sponsor or terror, tossing israel to the blood thirsty terrorists and jihaddests. stuart: that was foreman president trump, this is larry kudlow joining me here in new york. trump says if he were president, this would never have have happened. you worked for him. is he right? >> well, i think he has some really important points, doesn't he, stu? stuart: yes. >> after all, there was no, there was no iran, hamas, hezbollah attack on israel of this kind of nature. it didn't happen. is so that's a good place to start. as the former president said e in that clip, he withdrew from the iranian deal which was a

lousy deal. you know what else he did, stu? in the middle east they respect strength, not weakness or appeasement. so what did trump do on his watch? he took outal bag gaddy -- al-baghdadi, he edged isis in syria, he took out soleimani who was the top bad guy in iran. he did all those things. that's called strength. that's sending a message. that's a warning. it's like i have your phone number, and we'll come at you if you cause think trouble. any trouble. the other thing he did, obviously, he created the abraham accords which really began to encircle iran and change the whole nature of middle eastern politics. for peace, for working normalization withs israel and to make iran and its terrorist

friends an outlier. you contrast that with what joe biden -- and i've got a couple of numbers for you. president trump said billions of dollars. you know what we've, we, the united states, has allowed or permitted or provided, listen to this. everyone's talking about the $6 billion which was an account opened up. money is fungible, everybody knows that. these white house, blinken or kirby, it's just nonsense. hundred is fungible. $6 billion unfrozen from korea. but hang on a second. there was a $10 billion release from monies held in iraq are. $10 billion. if now, hang on, there's more. there was a $6.7 billion release from the imf. why is the imf helping iran? the whole trump strategy was

brutal economic sanctions which destroyed the iranian economy and stopped them from selling oil. the imf gives them $6.7 billion. and finally, on the subject of oil, the biden administration loosened the sanctions for oil exports. so iranian oil production went from less than 1 million barrels a day to now over 3 million if barrels a day. that's worth somewheres around $30-40 billion. when you add it up, stu, when you add it up, the bidens have permitted one way or another over $50 billion of assistance to iran which is an american enemy and an israeli enemy. so trump was taken out soleimani, trump was taking out

al-baghdadi, putting sanctions on, the bidens have reversed that that and now we have this barbaric, awful invasion of israel. stuart: larry, i've got 30 seconds left. i really want to know what you think president biden will say at 1:00 this afternoon. 30 seconds, go. >> i have no idea. i hope he supports israel unambiguously in every zone. stuart: right. >> diplomatically and militarily and morally. there has to be moral clarity here, and there has to be ono little openings of the door, none. this stuff from the state department, toni think blinken -- tony blinken, i agree with you about a ceasefire, that's just nonsense. stuart: okay. larry, see you at 4:00 this afternoon. all good stuff, appreciate it. thanks very much, sir. the attack on israel was unprovoked, videos of atrocities

quickly circulated online. israelis were clearly the victims, but now hamas is i trying to change that story. that's my take at the top of the next hour. israel called up 300,000 reservists. we'll hear from a tel aviv resident whose brother was called into action. we'll be back. ♪ ♪ ♪ explore endless design possibilities. to find your personal style. endless hardie® siding colors. textures and styles. it's possible. with james hardie™. businesses need 5g solutions today. that's why they choose t-mobile for business. mlb partners with t-mobile to not only enhance the fan experience, but to advance how the game is played. aaa relies on t-mobile's network to stay connected nationwide, so they can help get their members back on the road. and we're helping pano ai innovate, to stop the spread of wildfires.

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♪ ♪ stuart: israel has called up 300,000 reservists. we're in touch with people in israel, specifically in tel aviv. do we have our guest? do we have our guest, please? yes, we do. nina is our next guest. nina was with her brother when he got the call to go and fight. nina joins me now from tel aviv. let's start with the mood of the israeli people. are they enraged? >> hello. thank you for having having me and, again, i wish it was under better circumstances. yes, i was with my brother when he got called up as almost every single person who's in the army and reserves as well. while the sirens were going off on shabbat this past saturday. if it was a very scary, scary

time as we didn't know what was happening, and we didn't know the extent because it was shabbat. now that we do, we know that this is more than anyone could possibly even fathom. it is a massacre. it is more than a war. we are fighting barbarians. but even amidst what is happening, the people of israel and the jewish people are strong. the morale is high. after speaking to my brother at the front, he said that everyone down there can feel everyone's prayers from around the world with. her strong. -- they are strong. they're fighting like lions and lion's'ses, and they're -- lie necessaries, and they're not going to give up, and their number one goal is to make sure that every single innocent

civilian is safe. and just to defend the people of israel many terms of civilian life, everyone is united in helping together to help the efforts whether it's not militarily, it's it's volunteering or giving blood. people are together. stuart: you are this in tel aviv at -- in tel aviv at the moment which means, and i believe you're either, you're in your bomb shelter, i believe. that this means -- >> yes. stuart: -- that the rockets are landing all over israel. that's happening, right? >> yes. just five seconds ago the sirens were sounding in tel aviv, and you could hear the iron dome going off which protects the people of israel. if there was no iron dome, god knows what would be happening. but this entire country would not be here if it wasn't for the

iron dome. but, yeah, rockets are firing at a every single man, woman, civilian with no discretion of who it hits. and, you know, thank god that we have something that is protecting us. stuart: indeed. nina, thank you very much for being with us at a very, very difficult time. we hope that you emerge safely and securely from where you are now. nina. we did not use nina's last name for security reasons, obviously. any last thoughts on israel. >> >> my prepares are intense right now. the whole thing is heartbreaking. but i will say for those that are watching and as a market story the, understand the markets don't have all the information either. there's a lot still that's going to go on here, so market response can change quickly too. fundamentally, it's a human story of atrocity, what hamas is doing to our friends and allies, israel. stuart: i think that is the correct word to use. david, thank you very much for being here. he can those markets, please.

we're 25 minutes into the trading session. first day back for the treasury markets. dow up 30, nasdaq up 39. a little bit of green, not much. check out the big board, dow wince e, i'm sorry. -- winners. we've got coke, nike, jpmorgan, caterpillar. here are the s&p 500 winners, truest financial, avalon, carnival, delta the, united airlines back up a little bit there. nasdaq winners, lucid, endphase, dollar tree, electronic, jd.com. none of the big tech names. still ahead, house foreign affairs committee chair mike mccaul. larry summers ripped harvard after student groups blame israel for hamas attacks. brian kilmeade on that too. and kentucky senator rand paul takes on what we should do with iran. the 10:00 hour is next. ♪ ♪

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stuart: good morning