you sell johnson & johnson and we rotated into amgen.ver your shoulder to see how these fare in the short and intermediate term but we like amgen because of the intermediate prospect of that type pipeline. they've got really great, tier one products. you're looking at would -- what could be 20% revenue growth this year. far better than johnson & johnson. similar in terms of their dividend payout, amgen has a stronger dividend growth which we like over the past five years and they've committed another 500 million to share buybacks which they are probably getting on sale today if they are in this market but amgen is excited about moving forward. >> are you looking to buy more dips or sell more spikes? >> i would be a dip buyer here. this isn't a situation we think is going to be a cascading downside or a major selloff, we've been so strong for so long, 21 times forward, it's evaluation play. there is a period of time before earnings where we hang on every word from every fed to speaker. june was never the shoe and that we thought it was, n

amgen is a big. why amgen? >> amgen is a good long-term buy owe bio-tech company.a play on the weight loss drugs and you are not paying for it. contrast that to eli lilly which is steeper . >> david, we will toss things to bertha coombs with the earnings alert on united health. >>> frank, united health revenues beat expectations at $99.8 billion against $99.3 billion estimate. that was led by the optum service division despite the health care unit cyber attack. it is complicated on the bottom line. it is unclear if adjusted earnings of $6.91 a share is comparable to the consensus. that adjusted number is 25 cents per share impact for part of the business disruption and costs from the hack, but excludes costs for advanced payment and interest-free loans due to the system outage which the company says tops $9 billion. united is reaffirming the full-year outlook despite the 30 cents share impact from change disruption costs. those are the headlines. >> united health up over 1% right now. futures right now are in the red. anyothk u to bertha coombs. that will do it for

here's the winners, nike, amgen, apple, microsoft and salesforce.winners, a good opportunity to check all your stocks here. nike, paramount global, warner grower -- brothers, arista -- lauren: nike got an upgrade. stuart: nasdaq winners, nike, atlassian, datadog, astrazeneca, warner brothers and amgen all higher today. the 10-year treasury yield, look at that, well above 4.5%. 4.54. the price of gold, record high, 15, 16 record highs this year, i think that's number 17 or 16, $2,361 per ounce. bitcoin, you're at $70,700. oil actually down a bit today. yeah, down to $85 a barrel despite some new tension in the mideast. oil at 85. >>> coming up, secretary alejandro mayorkas finally admitted, yeah, we have a crisis at the border. watch this. >> i do understand the challenges at the border, and i certainly don't dance around them -- >> would you call it a crisis at the southern border? >> we, i would. stuart: okay. so is there any change in border policy from this administration? border guy brandon judd on that. >>> fbi director christopher wray says th

and amgen is a little let down with some of the drugs but, you know what, we think you are doing a good job. we have food. tech. bank. entertainment. that is totally diversified. it is completely and utterly max diversified. let's go to zachary. >> hey, jim. thank you for having me on. how are you doing? >> i am doing okay. i suffered through an earthquake today and came out the other side. >> me too. i am ready for some college basketball. >> we are shaking, too. all right. let's go to work. >> my top holdings have done a strong performance the last couple of years. nvidia, microsoft, apple, and pepsi. >> oh, let me go to work on that. >> first of all, you need to know that i have my nvidia hat on and she said take that hat off. all that stock does is go down. i am not kidding. take this hat off. a loser start because it went down for like 10 days. nvidia, the finest tech company of the year. microsoft which is a could say that. pepsico, obviously beverage, but also frito-lay's. don't forget that. and uber. i was just in a uber last night. we have got three of the same. i have to do so

i know your pick today is amgen. we don't have time for that. also great to see you. you say on the dips, you want to buy stocks, commodities. >>> it looks like the dow would open 40 points higher, the s &p 500 slightly her. that's going to do it for us. "squawk box" coming up next. have a great day. >>> good morning, stock future predictions, and we're watching shares of boeing after the faa said it would investigate in whistle-blower claims. >>> and earnings alert. delta airlines set to post this hour. and we'll bring you an exclusive interview with ceo ed bastien. all of that and more. it's wednesday, april 10th, 2024, and "squawk box" begins right now. ♪ >>> good morning, everybody. welcome to "squawk box" right here on cnbc. we're live from the nasdaq market site in times square. i'm becky quick along with andrew ross sorkin. joe is out this week. we have been watchingthough. this is the big day. we've got cpi coming up. ahead of that, you're going to see the u.s. equity futures just a little bit higher this morning. dow futures are up by 7

. >> amgen, 14 x forward multiple. they're getting in the weight loss game. >> yimy?ow. >> see you on "closing bell." "the exchange" is now. ♪ ♪ >>> thank you, scott. i'm deidre bosa in for kelly evans. and here is what is ahead. big banks and energy are in focus today. our market guest is bullish on both but sees a less than rosier picture for the broader market for the next decade. here's here to tell us why. and ai a jobs creator? and a productivity booster, but he's warning of one thing that could get in the way. and you know him from "shark tank." matt higgins is also here. and fresh of

goldman, home depot, caterpillar, microsoft, amgen.f the dow industrials. okay. less than two weeks after a cargo ship slammed into that bridge if baltimore, a massive container ship lost propulsion power near the verrazano bridge new york. edge of disaster. madison alworth, how did e that ship avoid hitting the verrazano bridge? >> reporter: stu, the main thing that the ship did to avoid a potential disaster is once they lost propulsion, they a signaled the coast guard that that was an issue. then the three tow boats that were escorting the ship through the channel, they were able to jump into action and help tug the boat away and out of the channel. this all happening thanks to vt, and. so a main difference between baltimore and new york is this vtf system. that is the u.s. coast guard operating vessel traffic service. think of vts like air traffic control but for busy ports. tugs can respond quickly. there are 12 ports with vts stations in the country including new york. now if, naval experts tell us that losing power or propulse if

. >> amgen, 14 x forward multiple. they're getting in the weight loss game. >> yimy? >> i'm just sitting tight for now. >> see you on "closing bell." "the exchange" is now. ♪ ♪ >>> thank you, scott. i'm deidre bosa in for kelly evans. and here is what is ahead. big banks and energy are in focus today. our market guest is bullish on both but sees a less than rosier picture for the broader market for the next decade. here's here to tell us why. and ai a jobs creator? and a productivity booster, but he's warning of one thing that could get in the way. and you know him from "shark tank." matt higgins is also here. and fresh off my interview with former weworks ceo adam neumann, i would ask him if he would invest in that new venture. we begin with dom chu and the numbers. we are drifting close to the session lows. >> just about there right now, deidre. it's been deteriorating throughout the course of the last couple of hours here, and as deidre points out, session lows right now. i'll take you through the broader cap s&p 500, which is down 75, 76 points, down 1.5% overall

salesforce, then amazon, verizon, amgen and merck.od opportunity to see your stocks, global, nvidia up $70 nvidia 779. a couple weeks ago it was 900. amazon 178 for $12, salesforce. nasdaq composite, lululemon, nxp, astrazeneca, the ten year treasury well above 460, 464 right now the price of gold way down. $2400 an ounce last week now it's 2349, down $60 today. bitcoin 65000 and change, the price of oil below $80 per barrel, 8206 to be precise. thank you for being with us. >> always good to see you on a monday you brighten my day. stuart: very good. thank you. coming up the lady on the screen hilary clinton suggested that trump wants to kill his opposition. roll tape. >> trump was gaga over putin because putin does what he would like to do, kill his opposition in prison his opposition, drive journalist and others into ex exile. stuart: is an abiding that's trying to put trump in prison we will tell you how the trump team responded to what hilary had to say. diversity disappearing from company's annual reports. employers are finally p

i'm majority by amgen at tahoe, author of the deception of the arab spring is a political, political strategists and analysts as well as ceo of the euro post agency and jen, it's good to have you this is a climate where as far as the uae is concerned, there needs to be a real ratcheting up of diplomatic efforts and dialogue to ensure that this thing doesn't spiral out of control. >> you are >> well versed in the uae's perspective on what is going on here around the middle east. just explain that the view from the uae, if you will so what, first of all, thank you for having me. i think the discoloration is requested and required and the fact that through dialogue and through diplomacy, there is a lot challenges can be overcome. that that's, that is the pathology and that is the path when it comes to you. but however discoloration, it's been understood that united states of america need to get more involved in the middle east. china is not the solution. india is not the solution. united states of america has more solutions in to put on a table when it comes to the middle east, the fact

>> good good stuff brought to you why amgen. >> learn more about thyroid disease. is it ted.com if you have graves disease and blurry vision, you need clear answers people with graves could also get thyroid eye disease he's are ted, which may need a different doctor. find a ted is specialist at is-it ted.com not flossing. well, then add the wo of listerine to your routine. new science shows listerine is five times more effective than floss at reducing plaque above the gum line for a cleaner, healthier mouth. this three, feel the wo if you have moderate to severe ulcerative colitis or crohn's disease, put it in check with rin folk, a once-daily pill and symptoms tried to take control. i got rapid relief and reduce fatigue with brin vote check when flares kept trying to slow me down, i got lasting steroid free remission with red book and when my doctor saw damage, grin helped visibly reduce damage of the intestinal lining, check for both uc and crohn's rapid symptom relief lasting steroid free remission, and visibly reduced damage. check check and check. >> we're inv

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. >> suing to block amgen's deal to acquire horizon therapeutics. >> reporter: big grocery. >> the governmentican history. >> reporter: the ftc is an independent watchdog and warden of competition in business. >> when you have companies that are not disciplined by competition, oftentimes they can get away with abusing their customers, too big to care. there can be this basic indignity of being a consumer in america today, and that's what the ftc is trying to fix. >> reporter: kahn finds inspiration in the golden age of trust busting. when government broke up standard oil an the railroads. and views recent decades as easy street for big business. >> we are going to turn the bull loose. >> there was a clear policy decision back in the '80s that it was better for the government to be hands off. i think several decades on we're really living with the cost of those decisions. >> reporter: one of those costly decisions, she says, was consolidation of the u.s. aerospace industry. >> over the last few months, we have seen firsthand how boeing not being checked by competition in the marketplace led to

drug and we heard from pfizer they had a drug that didn't quite meet expectations and we'll hear from amgener this week about its own formulation. that's further out. the main story is still the injectables and why there's so much focus on increasing production of them because that will be the story for the foreseeable future. >> is the debate on the stock, at all, around pricing given some of the pressures around novo's drug that is going to face pressure under the ira or are investors comfortable with lilly's position there? >> yeah. so remember lilly actually took an interesting tact with the pricing its drugs zepbound and they came in about 20% below wegovy and they're saying still about $1,000 a month and they're saying that that is -- could be enticing for insurers and updating the street saying they have 67% of commercial insurance coverage for that drug, so it's still early days and the big problem, though, is still medicare and that's something that they want to increase and change that and get more people covered under these drugs, but it's just going to be a slow going process th

start with these companies first, because people now realize a la that horizon therapeutics deal at amgenapital if you're biotech. once you get capital, you can start doing a couple of trials once you get a couple of trials, you find pfizer, bristol myers buys you this is part of a virtuous circle that i really like to see. >> some of that was a topic of discussion with jonathan gray at blackstone this morning on "squawk," talking about increased activity in capital markets and private credit >> yeah. without a doubt. we can take a look at blackstone's stock interestingly, it has not -- well, it's down, and it's underperformed versus a number of its competitors this year, at least, and i sort of look under the alternative asset managers, i'm thinking about apollo shares, which are up some 15%, kkr, up 14%. we got the old o.w.l. up 23-plus percent. even carlisle, aries blackstone, down this year, despite what was a decent quarter going through a lot of the numbers, jim you know, i mean, they're well over a trillion dollars now in assets under management. few related earnings of $1.2 billio

i amgen fer casarian and i work here at san francisco international airport. idea for therapy dogs got started the day after 9/11. an employee brought his therapy dog to work after 9/11 and he was able to see how his dog was able to relieve passenger's jitter. when we first launched the program back in 2013, our main goal was to destress our passengers however what we quickly found is that our animals were helping us find a way to connect with our pang. passengers. we find there are a lot of people traveling through the airport who are missing their pets and who are on their road a lot and can't have pets and we have come in contact with a lot of people recently who have lost pet. >> i love the wag brigade. >> one of my favorite parts is walking into the terminals and seeing everybody look up from their device, today everybody is interacting on their cell phone or laptop and we can walk into the terminal with a dog or a pig and people start to interact with each other again and it's on a different level. more of an emotional level. >> i just got off an 11.5 ho