governor of new hampshire, dan clifton is head of policy and eunice is live. emily, what's the latest? >>. >> hey, kelly, kamala harris is kicking off her first official day of campaigning at this point and it is only looking more and more certain that she will be the democratic nominee. she had her first public appearance just a few hours ago and the first one since biden passed the torch. it was a pre-scheduled event with ncaa winners, but harris used the opportunity to praise biden and his record. she didn't say anything about her own run, but she did tweet that she will be headed later today up to wilmington, delaware to biden's campaign headquarters and will say hi to the staffers there and the democratic party is continuing to fall in line behind her. we still haven't heard from the top democrats in the house and the senate with chuck schumer, but we have heard from number twos and senator dick durbin and councilwoman katherine clark both came out with statements of support today as well as campaign armchair susan dell benny and all of them throwing thei

buying >>> plus, it's no doubt one of the most dramatic presidential elections we have seen, and dan cliftons it's one of the most investable he's seen in his entire career. he joins us live ahead we'll talk about the latest developments >>> netflix on deck to report. the bar once again high. the stock up more than 30% this year but our analyst sees three catalysts that can keep it going and growing. >>> let's start with the markets and dom chu has the numbers. this market doesn't seem to fit any template >> maybe the pullback continues, maybe not surprisingly so. we're not that far away from record highs, so put that in context, we did start with decent gains to start the day. and now the dow is down about three quarters of 1%, 282 points to 40,916 the last trade the s&p 500 moving even more below that 5600 mark, 5562 is the last trade there, off about one half of 1%, or 25 points to the downside hovering just off of the session lows right now and the nasdaq composite down about one half of 1%, as well. that's good for almost 100 points to the downside 17,898 is the last trade there kelly h

dan clifton put that in a china trade basket as a potential risk under a china trade war.e sees tariffs in manufacturing, migration, as potential down side. those shares are on pace for the fourth down month in five believe it or not. why is this a buy for you? >> kelly, i like this one for a buy because you look at what it did during the last trade war. go back to 2018, 2019. yes, the semiconductors traded flat while there was a lot of volatility. but afterwards, look at what they've done. amd was trading at $18 a share back in 2018. if you look at what it's doing right now, it's consolidating again, and it's building up energy on that weekly chart pattern. you have a gorgeous technical chart pattern there which i think is a great spot to build into a longer term position. really between 120 to $150 a share. i think even though there's likely to be volatility, especially with the ongoing trade war discourse, ultimately i believe it's going to break out and trade back up into 227 and up into 250. >> all right. your final buy. we should note these are stocks you like no mat

. >> at that note, we spoke with dan clifton saying the change with her on the ticket, lowers the trump re-election odds from 75% to 55%, in the market reaction. what would your own analysis be now of the likelihood and the trading patterns between now and november? >> here at raymond james, if there was a switch, we weren't changing our odds immediately. we need to see how the american people digest this domination. we think this is donald trump's election to lose, after the reaction to the debate. now, it seems as it could be a vice president harris on the ticket. we want to see the polling reaction. we talked about harris being able to define herself. or will the republican party define her? how much could we play into a continuation of the trump trade? there's a lot of upside from here. for a vice president harris, where it relates to joe biden was polling. there's been so many unexpected events in this election cycle. we can't switch day after day. we want to digest. we want to keep a clear picture. the second thing, will there be a republican sweep? that seems to be the scenario u