keep an eye on those chip stocks, specifically sky works, xilinx and others and they're some of the real underperformers on today's trade >> i appreciate that update. perfectly timed. don chu, more with altimeter brad gerstner on the half right after this >>> companies making climate disclosures jumping 40% this year to over 13,000 globally according to cdp, one of the biggest disclosure platforms 14 companies got top marks in cdp's annual climate list scoring highly on climate change, deforestation and water security metrics, hp, international fragrances and philip morris pptoed the list this year. that is your esg fast fact of the day. but also to do good with their money as well. ♪ ♪ green bonds are like any other traditional bond, but they come with a commitment from the company to invest in specific projects that achieve an environmental or social outcome. when the green bond market first started back in 2007, 2008, they were small retail-targeted transactions. now, it's over 200 billion dollars a year in issuance. we've seen a full spectrum of projects being supported by green and

at the nasdaq it is currently trading at session lows it has been the problem child lately adobe, xilinx, skyworks nvidia nvidia impossible yes, it is down a lot. among the worst performers today. coming up, get ready with your engines, the activist underdog that made waves after winning a proxy battle against he cannon speaking exclusively with cnbc saying their esg fight just getting started. >>> plus a critical flaw in a widely used software raising alarms across the internet the head of cyber security and infrastructure security agency says log 4 j is the most serious vulnerily abitshe has ever seen. more on that when "power lunch" returns. i promise - as an independent advisor - to put the financial well-being of you and your family first. i promise to serve, not sell. i promise our relationship will be one of partnership and trust. i am a fiduciary, not just some of the time, but all of the time. charles schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals. visit findyourindependentadvisor.com h

remember, we had beige run in tech this year, but some of the semiconductors are weak, so if you look at xilinx, amd, nvidia, they're on the downside. i pick those three names because all three are up 43% this year rather remarkable. we see nice advances we had a new high a couple of days ago on the semiconductor etf. there was something that caught my eye overnight though, and that was a statement out of samsung. they have a large chip plant in xi'an, china they made a statement overnight. this is samsung saying, due to the ongoing covid-19 situation, we have decided to temporarily adjust operations at our manufacturing facilities in xi'an, china it is not clear what temporarily adjust operations means. they've got two big memory wafe fab plants in xi'an. it is not clear if it will affect shipments the implication is that it could affect shipments why is this important? the rally is based on the idea there won't be a global shutdown occurring again, and if that is a problem it could affect, of course, supply chains and inflation potentially. it disrupts the narrative that things will get bette

would it take for you to buy some of the amd back >> oh, if it dropped to 15, 20 points ahead of the xilinxsing, i would do it >> the other one i wonder that has been a port in the storm of late is apple which you've always said don't trade. >> and i just own that, and i don't sell that at all >> what would get you to buy more >> if i heard definitively that they would finally break down what the revenue per user is on all basis, service >> we have a friend, my friend laura was there and she ran a technology research firm for goldman, she was in a terrible accident, and because she had to watch she was unconscious. the watch notified her daughter and she was directed where to go it was the watch i sent a note to tim about this, and he probably gets too many to comment back, if we can possibly find out that once you get 13, and at&t's margins are so awful. verizon or t-mobile and what you have is basically a situation that you may be at the beginning of a big service ramp. i may have asked this so repeatedly that they laughed at me on the call, but i don't care kind of like when someone says

you can see some taking profit with micron, nvidia, teradyne, xilinx we are at a new high on the s&p00. it is mostly defensive name, classic deep defensive names, companies like united health care, proctor & gamble, exelon on there, cvs set a new high and mcdonald's at a new high it is the defensive stocks pushing the market forward at the highest today we were up close to 5% in five days the bottom line is a santa claus rally, i know it started yesterday but it has come a little early to broad and wall we will see if we can end near the highs toward the end of the week brian, back to you >> it would be nice to get that 70th, that nice big -- we like nice, round numbers in the media, bob thank you very much. >>> with the markets hitting new highs again, at least earlier today to bob's point, more investors are asking a very simple but a very important question are stocks overall getting too expensive? your next guest says no. joining us is alan boomer. he is chief investment officer at momentum advisors alan, welcome back you have some incredible names for us, individual stocks. befo

selling a majority stake to 3g capital those shares surging on that news, but on the flip i'd, amd and xilinx're delaying the takeover deal to the first quarter of 2022 from a prior yearend target, cease they don't have the necessary approvals at this time i'm hearing there's a lot percolating behind the scenes, and we should see this continue, but so far there's nod end in sight. the spacs seeings deals, i think the number is 570 spacs seeking takeover deals a mike >> leslie, i would argue that -- actually underperformed in m&a this year, relative to the size of the stock market, relative to how generous the credit markets are, how high the existing share prices is, and essentially the abilities of these companies to try to do these strategic moves. we did 3.5 thrill on15 years ago when the overall equity market value was one third of it, and it didn't seem like there was a lack of megadeals we're natural world of $2 trillion market cap companies, the biggest, most covered deal of the year is $30 billion. maybe that says something about this winner take most type of economy that we have, or

according to sources familiar meanwhile the ripple effects all over nvidia, advanced micro devices, xilinx and wilford attracts it. a small sampling, back to you. >> dom, thanks. >>> any reason, trigger, for the last hours' worth of more pronounced selling >> more exacerbated move only because what you're seeing is a little more pressure brought specifically on some of those mega cap technology names. very much has been more the last several weeks growth versus value. seemingly playing out again today. more specifically in what's happening with, like, amazon, with alphabet, with microsoft and apple. keep an eye on those names most heavily weighted in the industry, guys. >> thanks for that, dom. >>> discuss it further bringing in phil camprely great to see you, as always. what do you make of the fact of positive futures market this morning? obviously a lot of red across the screens now? >> yeah, wilford a lot of digesting what's going on if you told me six months ago, that the fomc would be doubling their tapering pace and putting three tightenings to next year, i mean, i would have thought

take a look at amd and xilinx, the chip deal has been delayed both stocks down a bit on the news. 1881, they are doing better in their first year again, the average target for krispy kreme in 1825, they got over that. we will see what happens in the new year. ashley: donuts to quote homer simpson and boston creams in particular. i love this story. one bank put surprised he posits into customers bank account. i said no which bank and can i open a new account myself? >> it was christmas day, the best present ever when you pay double, the bank is in europe. the amount of money was 176 million us dollars the city across the transactions. like i said the upshot was workers pay double. the issue is a scheduling one. the problem now, the bank is trying to talk to other banks that got those deposits and get them back. i don't know about that. ashley: some will be looking for a new job in the new year. neil: it was really fast. ashley: it is gone, sorry. looking for love in the new year? the pope just revealed the secret of a happy marriage. how would he know? we've got the story. democrat