beijing putting big tech in its crosshairs, as ali baba gears up for earnings, mikeco lays out a way if baba fails to deliver >>> plus, is there a doctor in the house? chart master carter woods says, this healthcare stock is looking a little sick heading into earnings how you can protect yourself from catching a cold and later, tommy zhang says it's not hip to be square where he is betting on a breakdown for the payment stock when they report results next week it's time to risk less and make more "options action" starts right now. >>> let's get right to it. monday kicks off the second-biggest week of earnings with names like marriott and eli lilly set to report. they are eyeing one name in the space. medicine, carter, kick it off. >> reporter: well, that's right. i mean a big week and a big weak for healthcare, moderna, and amgen, amgen the old time technical doesn't ac well. let's look at a few tables and charts the first table, one week performance. we know healthcare you see here beats the market on the week and amgen, a big healthcare name well below both the market and the secto

beijing putting big tech in its crosshairs, as ali baba gears up for earnings, mikeco lays out a way a fails to deliver >>> plus, is there a doctor in the house? chart master carter woods says, this healthcare stock is looking a little sick heading into

investor, you've never owned an economic interest in ali baba and had a contractual relationship withompany and that kids around various chinese rules, now investors have generally been okay with that ali baba is up huge clothing in the u.s. and the crackdown is raising new questions is happening the day after the ipo it is pretty clear china was sending a message to investors around the world and its own companies. jack: coming up a 10 billion-dollar company and 10 billion-dollar company and ♪all by yourself.♪ you look a little lost. i can't find my hotel. oh. oh! ♪♪ this is not normal. no. ♪♪ so? ♪♪ right? go with us and find millions of flexible options, all in our app. expedia. it matters who you travel with. jack: for use online platform vimeo with youtube and netflix but four years ago today a new ceo took the company and a different direction, now vimeo is a 10 million-dollar company and gives companies the tools to create high-quality video on their own last month a copy went public vimeo joined me now anjali sud i really appreciate it. it's an incubator that hatched max exped

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investor, you've never owned an economic interest in ali baba and had a contractual relationship withompany and that kids around various chinese rules, now investors have generally been okay with that ali baba is up huge clothing in the u.s. and the crackdown is raising new questions is happening the day after the ipo it is pretty clear china was sending a message to investors around the world and its own companies. jack: coming up a 10 billion-dollar company and how the ceo is reimagining the picture of video. that is next. rush hour will never feel the same. experience, thrilling performance from our entire line of vehicles at the lexus golden opportunity sales event. lease the 2021 is 300 for $379 a month for 36 months. experience amazing. trelegy for copd. ♪ birds flyin' high, you know how i feel. ♪ ♪ breeze drifting on by you know how i feel. ♪ ♪ it's a new dawn... ♪ if you've been taking copd sitting down, it's time to make a stand. start a new day with trelegy. no once-daily copd medicine has the power to treat copd in as many ways as trelegy. with three medicines in one inhale

so that was very important for ali baba to actually maintain control of the company. and then just to put it very simply, the listing in the u. s. allows a company to be deemed international. it is better to then attract international source, the capital from the us, from europe, than to list in china, where you're getting only capital from a very small domestic and local pool. and christy, i want to follow up on that because there are a number of chinese tech firms that want to move ahead with i p o in new york. but the real question here is we're basing allow those companies to move forward. i think they will continue to allow them on a very small scale to list in new york, but it will just make it very difficult for these companies. so rather than barring all companies from listing, they're simply enacting the c a c as a, as a kind of a watchdog organization, kind of like a gatekeeper to try to limit the flow, as they said, because the cybersecurity, because the data sharing was and what been mentioned before, if you have users over 1000000, you have to go through

the biggest companies like ali baba and $0.10, and that isn't a way because in china, 80 percent of business is about when she or relationships. so as soon as you have someone on the board to maintain oversight and get, have influence, it actually becomes a lot easier to do business in china because then you basically have free sailing government approval and everything you want to do. the all the other hand, it's going to be difficult for them to actually try to institute this and the us because of the fact that there are actually rules and guidelines and compliance for how to elect members on to google sport. in fact, they recently changed this last year so that it requires a majority vote. and as we know, google's for member, they are very tight and very long standing group. so it's going to be hard for another member to actually infiltrate and get on google's board of directors. however, if there is enough government pressure, i see that google but could potentially just institute a little side position created specifically for regulatory oversight, just to simply a piece government and

and this would essentially be copying ali baba because ali baba has their alley bucks. and that's been a tremendous success because you can use all the bucks to directly pay for items on their marketplace and receive discounts for using the payment of that platform. so for amazon to do this, i think it's very smart. i do, i like it, not really because then it kind of sucks us into this jain, norma's amazon centipede, where you're shopping with amazon managing our life with amazon. alexa, eating with amazon at whole foods, basically doing everything amazon and now banking and payment with amazon. so you get like into this very dangerous kind of monopoly thing and to be fine. i think they're going to base a lot of regulatory scrutiny here just like facebook. but i think the difference is how they define the scope of this coin. because facebook was a little over ambitious with their labor project, they said they were going to create the currency of the world. and it was very ambitious and they had absolutely no plan on how to do it. but regular is here, this and they get a

like what we've seen as ali baba could we see the same and a compromise here, or a google going to do everything they can to find it to try to look or at least remain as separate from the government as possible. absolutely, i think if it actually came to that, that would be extremely, an american, it is essentially everything that we kind of criticize china for doing because they're absolutely correct. china officials haven't stated several of their, their own people onto the board of some of the biggest companies like ali baba and tense and, and that isn't a way because in china, 80 percent of business is about when she or relationships. but as soon as you have someone on the board to maintain oversight and get, have influence, it actually becomes a lot easier to do business in china because then you basically have free sailing government approval and everything you want to do. the all the other hand, it's going to be difficult for them to actually try to institute this and the us because of the fact that there are actually rules and guidelines and compliance for how to elect members

look at ali baba, 185, the worst wipeout we've seen since 2008.y want to control capital and information. >> also control and dominance of technology. stuart: advanced auto parts. we are running this because it is up one%. investment company raymond james upgraded them saying they are strong by. they expect the target price they have a target price of $250 a share at $2.17 right now. guggenheim made a bullish call on the restaurant sector as a whole. break it down for us. >> a lot of analysts expect the bullish report card. guggenheim seeing starbucks rated as a neutral to them. the initiated or john the restaurant sector. this recovery and restaurant reopening, another is yum brands which operates taco bell. don't know if you ever partake in their lovely features. yum brand is 135, chip only is neutral. stuart: i've got to go to chipotle. >> love wendy's. you love wendy's too. stuart: i'm a fast food kind of guy. my daughter is taking me to pursue -- >> expensive quach and beans. stuart: i am paying. look at the dow winners. look at this. the top

on those names are moving higher at the moment jd gaining eight and a third% and ali baba 5.6% and thend putting the pedal to the metal on this hour it was the first week, we could go of going public and it just got crushed because china eating its own young, dd is up ten and a quarter% the bounce back is china's internet etf up 14 month lows shares tesla to the west point of may of 2020 yesterday after 22% cut just over four days, gaining back about 10%. by the way thank you to all of you who have been tuning in to watch the color commentary on the market every morning on tiktok, yesterday's video which flagged all of you guys about china stocks and where they were moving had more than 85000 views, if you want and on the market action you can follow me on tiktok at red fox lives. we now have 216,000 followers, a one minute update everything will morning to an end. robinhood pricing is ipo ahead of the highly anticipated nasdaq debut tomorrow the company coming to market amid heightened scrutiny from financial regulators in the u.s. over the payment for order flow model but robinhood ma

the co—founder and boss of ali baba, the biggest retailer in the world.t famous businessperson, a card—carrying party member. but late last year, a crackdown came on high. part of the bank busting credit giant he'd founded was about to go public and the government stopped it and since then, ma has barely been seen in public. his company had become too big, too powerful, a systemic threat, the government said. in today's china, xijinping wants private business to thrive, but only if it will help the party thrive a little bit more. anniversaries are bound this week for the communist party as hong kong marks one year since beijing imposed its sweeping national security law on the city. critics say it is all about increasing control and stifling dissent and since its introduction, there have been more than a hundred arrests, many of them hong kong's most prominent activists. last week, charges under the national security law led to the closure of the cities most popular newspaper, apple daily. danny vincent has been speaking to hong kong there's about the law

this one can be chalked up to a lagging ali baba and other names in the tech sector, having a poor showing now to japan, where the new k finished in the read. despite of late rally on friday, this tip and trading with lead primarily by the railway and real estate sectors among others. and now we turn to india where the sun sex follow the lead of the other asian markets by finishing in the read. this despite a late week run driven primarily by the banking and pharma sectors. now, over to australia where the assets finished almost flat. the index dipped early in the week on renewed fears of lock downs, but was balanced out by raleigh in the gold mining sector. and then we jump across the indian ocean to south africa where they all share finished up for the week. this growth was driven by the nation showing a larger than expected trade surplus in may and over to europe, where the french tack and german docs are both in the green. this after rallies from france's renault and society generale, along with germany's delivery hero and d. this nearby and the u. k. the 50 is up the next slide, best

that chinese citizen showed very little interest in switching from mobile payment systems from by ali baba, $0.10. and others openly balk at the idea of a digital r and b, which is programmable, comes with ad hoc expiration date authorities access to real time data on their financial life. so after the very loop form response, china found that ultimately they need to lay the groundwork for a more forced kind of adoption by basically removing all the other competitors alley pay we pay am bitcoin in order to kind of all citizens into adopting this new digital arm be and now ben, this crack down isn't just hurting bitcoin, other kinds of actually taking a hit as well, including a theory m, which actually dropped below 2000 dollars again. you know, they're, yeah, it didn't drop other all coins as well. have also draw, look, i think the, the main thing is as bitcoin go so it goes the rest of the market. but, but remember, a theory has gone up at a tremendous rate. even faster rate than big point has gone up this year in terms of its growth. so that's been very positive. and remember a theory i'

. $8000000000.00 levied against ali baba. we have another green arrow for the hung song and hong kong. again, feeling the pressure from the cell off earlier in the week as global equities bounce back on wednesday. the index saw games of 2 per cent. the biggest winter during wednesdays. trade was china ever grand group, which resolved a legal dispute over death concerns over the tech crackdown from asian cause hang on to fall into friday, but it's still squeaked out a positive week in japan. we have our 1st red arrow for the week with the nikkei, as the tokyo olympics officially open on friday. the japanese index was closed thursday and friday for holidays. so it did not have the opportunity to regain the losses from earlier in the week. on that elliptic note, though, there are concerns that the lack of fans at the games this year will cause serious economic harm for some of the nation's biggest companies. in the sense sex in india, it is also down reeling from the sell off. earlier in the week, the index did see gains on thur

because currently foreign investors play an outside role and funding chinese tech firms such as ali baba i do and $0.10. so as we're investors the cart down, not over the sentiment, so very cautious and they believe that the changes will continue because the objective of the chinese authorities are really long term in nature. and our octavio for a crackdown for the chinese government that is mainly targeting domestic companies . why are we seeing such a global response and how does the increased pressure on tech stand to have an impact worldwide? well, i think we did see glue response. if you go back a day or 2 ago, so we saw a deep in stock price tank, so prices around the world, basically, as a sort of tried to digest this, we figure out what does it mean? what does this mean for us outside of china? now obviously, because a lot of large companies affect, it depends on china either a supply of semiconductors as a market for revenues. so there's a strong dependence on chinese market. i think that it was fairly short lived. and so now we're basically seeing most the western company shrug

and then other reasons for companies like ali baba who actually were profitable, but still chose to list on the us exchange anyway, that was also due to the differences between the chinese in the us exchanges in the u. s. offers voting powers that are beyond their share. so founders and management team, they can actually still keep control of the company even with less than majority shares. and that is just simply not possible in china. so that was very important. alibaba to actually maintain control of the company. and then just to put it very simply, the listing in the u. s. allows a company to be deemed international. it is better to then attract international source of capital from the us from europe, than to list in china where you're getting only capital from a very small domestic and local pool. and christy, i want to follow up on that because there are a number of chinese tech firms that want to move ahead with i p o in new york. but the real question here is, well, basically allow those companies to move forward. i think they will continue to allow them on a very small scale to

and ali baba drop by roughly 4 percent night. one fell by nearly 6 and a half percent, while the hung sang index or tech index that is to say as a whole, last 3.7 percent in japan, the new k is also down japan and now it's on thursday. it would reinstitute a state of merging the emergency due to the cobra, 1900 pandemic, which starts monday and we'll go through the 22nd of august. this resulted in the nation decided to not allow spectators. i feel that big gains which start in just a few weeks. the pandemic related concerns weighed on stocks due to that fear, again of a flow economic recovery in japan. moving to india, we have another red arrow for the cents x for the 2nd week in a row. financial stocks took the biggest hit for the week while it also faced troubles. the centex had been on a terran recent months despite faith in the world's worst coban, 1900 outbreaks. but a global sell off that has affected many indices, took a toll on the centex and australia. the aspect is also down on thursday. it looked like it would. we've g

because currently foreign investors play an outside role and funding chinese tech firms such as ali baba i do and 10 cent. so as we're investors the cart down, not over the sentiment, so very cautious and they believe that the changes will continue because the objective of the chinese authorities are really long term in nature. and our octavio for a crackdown for the chinese government that is mainly targeting domestic companies . why are we seeing such a global response and how does the increased pressure on tech stand to have an impact worldwide? well, i think we did see a low response. if you go back a day or 2 ago, so we saw a deep in stock price tank, so prices around the world basically as a sort of tried to digest this figure out. what does it mean? what does this mean for us outside of china? now? because a lot of large companies depend on china either a supply of semiconductors as a market for jobs. so there's a strong dependence on chinese market. i think that it was fairly short lived. and so now we're basically seeing most the western compass or shrub this often doesn't reall

stuart: ali baba, what do they do?ba lost a lot of ground last weekend starting to get some of it back this week. stuart: we should deal with gun stocks because there has been a legal developed affecting gun owners in the blue to buy a gun, an appeals court has issued a ruling on whether or not 18-year-olds can buy now. charles: lauren: the circuit court says you have to buy a line. if you fight using a weapon, using a gun, if you could voted 18 you should be able to legally own a handgun so that was the ruling. the appeals court said 53 years ago unconstitutional, not helping gun stocks or ammunition stocks today. stuart: if you can vote at 18 and own a gun in 18 why can't you have a beer in a bar. stuart: to you can on the open season. stuart: i can't. an interesting question. lauren: maybe that is next. stuart: restrict everything except drinking. here's a story for you. 3000 cruise passengers confined to their rooms after one person tested positive for covid. we will tell you where the lockdown is underway. preside

investor saying i don't want to touch these things you have ten set down 4% jb down 2.4%, ali baba downwould end her team completely eliminating both jd from the innovation fund which is down 2%. as xi jinping reaching rages were on the tech titans who dared to lift shares in foreign exchanges. ten cents market cap leading more than $390 billion since february highs due to the regulatory assault what we seen is arc in aviation as i mentioned looking like it's pulling back by two and a third%, while dd is another chinese stock has managed to fight off the third day of bear attacks it is slightly well right now and has been much more considerably china's most listed in the u.s. is taken outside hits were talking about full truck alliance, targeted in the same cybersecurity probe as dd, full truck alliance down 13 and a quarter percent and pop-culture group has lost its entire post-ipo gain of 1200%. down 8% at this moment. but the sun does emerge from the clouds, chinese tutoring stocks were the first china's rogatory hammer on friday fighting back after a massive two day slide that began

>> if you look at ali baba, $0.10, just those two alone, a $2 trillion market when you include didi. about data supremacy and data control around the world and it doesn't look good. the us stock market represents a piece of the uncertainty and how globally interconnected we are around the world. ashley: you are still bullish for the second half of the year? >> waiting for a pullback and once we get that pool back, reopening of the economy, fears of delta emerging variance go away, then positive. all signs go straight ahead. ashley: thanks for joining us. okay, switch gears why don't we, following a surge of violence over the fourth of july weekend officials in california say the state is experiencing a safety emergency. as a new yorker dealing with the same issues, one who is doing something about it? >> one estimate says the people shot over the fourth of july weekend, we are outnumbered. got to look at the underpinning policies that led to this. why defund the police at the same time you're defunding border security, illegal weapons, flooding into us cities and here is the thing. i

check out shares of ali baske baba climbing 2% as chinese regulators continue their crackdown on big technology companies. so, tim, alibaba is pretty much the proxy many investors have for the chinese market overall how are you trading it >> i'm trading it from the long side, but i'm as frustrated as anybody, and i've been wrong on being long for the last six months we were having that breakout moment, and around the ipo scuttling, dismantling began a series of very difficult headlines for this company as it related to the regulator, so antitrust and otherwise. look, they made a settlement, they did some of the right thing, they're saying certainly the right things, they have no choice the question here is really for a company whose core business is growing at about 20%, and the multiple to me was somewhere around 28, 29 times forward. look, i think this is becoming extreme long-term value. the market business is where they'll show some strength there is heavy investment there as well. look, i'm not jumping out of this trade i think it's been a very difficult run, and if you don't be

we used to own ali baba but had to blow out of it because china blocked the financial ipo. can come in without notice and completely crush you. there is too much political risk. we would need one heck of a compelling reason to get back in right now. stuart: talk to me about robin hood going public, trading on the nasdaq tomorrow. they sell meme stocks before robin hood halted trading in mid-january. and is in a blowout. >> >> robin hood operates like a videogame company than a custodian taking care of customers money. you have the fcc sniffing around to see if they are front running trades they had knowledge about, where there is smoke there's fire but it will not impact the ipo at all but it does show you robin hood acting like cowboys, prudently helping their customers manage finance. stuart: they are different. thanks very much. the education software company called power school going public today, they rang the bell at the new york stock exchange. the ceo joined me now. welcome to the program. in simple terms, what does your company do. >> >> 45 million students, 70% of

ali baba was a massive winner but a large chinese company was going to go public and there was a lothis selloff, the government will step away and i think for the very aggressive viewers looking for a trade i think didi is a good entry point. stuart: do you have exposure to chinese companies in particular? >> i don't. for the reasons that i said i will be looking at didi more in trade but long-term there are more opportunities in the united states, private and public markets. there are great companies in china as well but i know the us better. i understand us regulations better. until i conquer the us and get the great private companies that are going public here, until i reach that point i will stay away from china specific, i would say all economies where you don't really understand the government or what the government may do. ashley: i want to mention the 10 year treasury yield, haven't seen it done one.35% in some time which normally means we see many come out of that because the yield is going down and goes into the equity markets but we are not seeing that, dow off 400 points.