apple, microsoft and facebook and all tesla reporting this week. what we expect and who will be the major market movers? plus eroding thrust in the media, journalist green walled dire warning during this hour. twenty-dollar bill so expensive making a buzz this morning. mornings with maria live right now. ♪ ♪ ♪ dagen: european markets looking like this. losses in england, france and germany this monday. in asia overnight, it was a different story, gains across the board all four major markets in asia to the plus side. the biggest gainer, hang seng and hong kong up almost 2 and a half percent. president biden will begin his first full week in office with another flurry of executive actions. cheryl casone has more, cheryl. cheryl: that is right, dagen. today's theme buy american, directs agencies to strengthen requirements over purchasing products and services from american businesses and workers, will also tighten loopholes allowing federal agencies to buy foreign produced items and crack down on false advertising and products claimed to be made in t

european union is considering a new like suite of regulations on big tech companies like apple microsoft facebook and the they're just going to add all these regulations even though they don't control their governments as much as they control our governments is that what's going on while you might argue that although i mean ultimately there this is to keep capitalism going because they want it the want these systems and companies to run more efficiently or they don't want to do it is what they should do is take them over and make them public utilities run by the people of these going to. so there even though the regulation is good it's still it's not making the public utility it's not make it so that they can't decide what should be read and basically yeah it's a lot of people it's a band-aid and what we need is a guess from. so this is going to slow down my porn and when i when i'm in the it will give you better porn how about that will be going to healthy nice and vegetable born with a back story earlier yeah it will be a very nuanced intellectual very well lit pornography for you in your life

what can you tell us >> big tech taking it on the children, apple, microsoft, facebook, amazon, a if a bet in the red. apple on pace for its fourth straight day of losses, its wurt day since november 23rd, trading at 7% of its most recent high that it hit last tuesday the best performing faang stock in 2020. also check out microsoft on track for its third day of losses in the last four and pacing for its worst day since november 10th. still up nearly 40% in the past so names like shop and o because these are the kind of companies helping us work, learn and play at home amid the pandemic and with one relative bright sot the all right, john, thank you very much >> appreciate it >> good to see you >> all righty, still ahead, with the vaccine key to the economic recovery, states are struggling to pick up the pace on administer the the and how quickly can it be fibsed and surging it record high and a wild holiday drive as "power lunch" continues for the new year straight ahead. >>> welcome back to " pow er lunch. the dow was down 724 at the low. one of the few things moving higher are the

it seemed as if apple, microsoft, facebook, those name, netflix were really gaining some traction and they reported excellent earnings if you look at the numbers microsoft, revenue is up 30% and apple and facebook in the 24% range beat on estimates of earnings and revenues and all sectors really so then what happened? we had this enormous short squeeze and the faangs, to some extent are a source of funds they become the virtual money market fund from which traders can get assets quickly so i think they suffered this week, despite their good earnings from liquidity pulls in order to cover the shorts. >> you think that? >> that's interesting. >> you think that's why say an apple absolutely knocks the cover off the ball with the earnings, right? the most profitable quarter ever and facebook does the same for the most part. >> exactly. >> and then the stocks are traded down on the week and both are negative on the week you're suggesting there was a direct correlation with gamestop and how those other names have traded >> i think it's possible i don't know that, but if you're looking at st

months and let's call it five months that apple is up 4% and the perspective i'm trying to give here is yes, i can look at whether it's microsoft, apple, facebook and oh, my goodness. these are the tech stalwarts that have come so far. you have to recognize that over the recent past they haven't done that much, and i think what that sets up for is a return to good growth, not the growth you've seen in 2019, 2020. i don't think these things are going to be the stock leaders, but i think they'll be good returners this year. >> you don't think they're going to be the leaders as they have been in the past >> i don't, and shannon made an excellent point as she usually does about the cyclical trade has faded in the last week and a half i suspect that that's a pause and not a reversion. we've had so many head fakes over the last five years, one can be forgiven for asking but where the leadership this year will come from is from the cyclicals and from the small caps and the pause we're seeing is good fundamental for earnings if you talk about a gm or via com, i think endings will validate the large returns we've had recently let me be clear. apple and

at apple now, worth $2.2 trillion and counting, and these five companies -- amazon, apple, microsoft, alphabet, facebook1990 by just a handful of companies. by the way, apple, microsoft, facebook all reporting earnings next week, so at least you get a sense of how they're doing early on in the reporting season. let's check in on bitcoin, something that a lot of people are talking about, lot of buzz, of course, in the stock market, and bitcoin is trading at three week lows, barely above $30,000 at this point. wiping out $100 billion in cryptocurrency market. and there is concern over more government oversight. >> cryptocurrencies are a particular concern. i think many are used, at least in the transactions sense, mainly for illicit financing, and i think we really need to examine ways in which we can curtail their use and make sure that anti-money laundering doesn't occur through those channels. >> incoming treasury secretary janet yellen is saying that has a lot of cryptotraders maybe retrading their investments a little bit. also, by the way, we know that cryptocurrency and bitcoin is going more mainst

you pull back some of these charts, and whether it's facebook, apple, microsoft, google, i mean, googlebly been the outperformer, amazon, these things have been choppy going back to the summer, and more so since the first pfizer vaccine headlines hit on november 9th clearly they have been left behind in the cyclical recovery rotation trade but end of the day, valuations is compelling at these levels for all of the names, and in terms of positioning, i know, you know, j.p. morgan, marco, he has been talking about more neutral positioning. positioning in the faang, large cap stocks is more neutral than it's been in recent memory, and that provides a very opportunistic time to step in and buy these. facebook's quarter was good. there's some things to pick out in terms of their cautious outlook as well. rpu is better than expected and zuckerberg has been known to take a cautious stance when talking longer term, versus being overly bullish i think these are names you can own without kind of losing sleep at night. >> joe kalina, thank you for the insight into the funkiness, we appreciate it.

of the government could lead to far more regulation for big technology and look at that, apple, microsoft, facebooknd others are all down 1% or 2% we'll get more on this all throughout the hour. we also have to get an eye on oil. surging yesterday on what we'll call the saudi surprise. the kingdom shocking everybody by cutting 1 million barrels per day out of production at the opec plus meeting. the country saying it did so out of good will for many struggling nations. it sent oil up five bucks and up again right now and over $50 for the first time since all the way back on february 26th. you have the oil stock surging on that news as well, with the xle energy etf up more than 4% right now it is moving higher again up 1.5% to 40.33 and don't you forget bitcoin, hitting yet another all-time high and let's check now around the world in a mixed session with asia, we had marginal gains and losses across the region about half green mostly in china, the rest of the area in red. and in europe, despite lockdown and everything else, stocks mostly continuing to move higher with the major indexes actually all

apple, microsoft, facebook all reporting in the coming days we'll get you all set up for that too with

google apple microsoft facebook all have lobbyists. big winners right now from last year in the cross hairs of last of politicians and make sense and also for people like me. i is a professional investor i can look at maybe as a source of funds saw some winners to by last year's laggards like hospitality and resorts and. leisure and travel qaeda company so it may be a kind of a. reallocation it's tough to say right now, but with a biden presidency and democrat controlled congress look for tesla to go hire companies etf today on sort company called and tia and as the publicly traded ticker it's like 20 different sort 9% today where the tech companies are lagging solar's rock and roll and now also let's not forget about marijuana we mary jane, whatever you want to call it. democrats going to be much more likely to decriminalize under kamala harris, joe biden. and that's the investment option you should be there in 2021. >>now to be a big industry all right and then lastly kind of fun story you have to walk me through this because i wasn'

apple, microsoft, facebook all reporting in the coming days we'll get you all set up for that too with the investment company. joe turn over here steve weisz is here and brynn is the managing partner at requisite capital management but gamestop, the phenomenon we've all been witnessing as you look at the major averages. gamestop on the left 54%. looks pretty good. until you consider that the stock was up better than 100% at some one point today and an hour or so ago, that stock very much in focus steve, you've seen a lot of markets. you've seen a lot of crazy things within crazy markets. i'm wondering how you're viewing this and what you think investors should be thinking about as they watch it with us >> on this gamestop situation is the craziest i think i've ever seen usually you have a short squeeze and it goes up but this one keeps going. so this really speaks to the changing demographics of investors in the market. and what i mean by that is, the people that really chew investors never heard of reddit a few years ago. sure, it's been around we know it but for that to drive a short

in september, for instance, five stocks -- apple, microsoft, amazon, facebook and alphabet/google --of the index. so if you had $100 in an s&p 500 fund, $25 of that were in those five stocks, and the rest of your money was spread out over the other 495. that's not diversified. [laughter] jack: but the good news is those stocks did really well, so my $25 turned into 30? why not just sit back and enjoy the ride? >> well, it's true. but they're not to to the only stocks that have done well. one of those big five were among the ten best performing stocks for the year. apple, which did the rest, returned about 75%, but there were 13 smaller companies that beat it. some of them, like l brands, were up more than 100%, but they barely moved the index. so you didn't benefit from bigger gains. it's important to note that diversification is a risk strategy, not a performance strategy. so one of the risks of owning too much of just a few companies is like you noted, jack, you miss out on gains elsewhere. but another more important risk, perhaps, is that when these stocks fall -- which they will

apple down more that 5% this week test ha, microsoft, facebook and others getting sold off. perhaps the reason smaller traders bidding up from the stock's big hedge funds are betting will fall. this is largely being sold as the little guy taking down big bad hedge fund steve grasso, there is of course some of that like most stories, it is not quite that simple, because it appears what began as this reddit rebellion against a few highly shorted stocks might be affecting other parts of the macro market and mom and pop stock wondering what's going on. >> that's a great way of looking at it. you talk about high short interest and the rest of the market has fallen out of bed think about how many people own stocks think about the pension funds. think an the teachers pension funds. think about police officers. think about firemen. think about the average joes out there who i consider myself an average. >> i just oe that are making money in an institution, not a wall street institution. they own stocks, too so i have to figure that their pension funds and the way that they are in th

as goes facebook, as goes apple, microsoft, so goes the economy and certainly goes the market. we're kind of seeing differ rent ages. microsoft blew the doors off, all-time high in earnings. facebook has been relative laggard. regulation will be its number one concern. microsoft in 2000, the last time you saw real antitrust action against big cap tex. that stock was an underperformer for basically a decade. now you have states attorney general all over the nation filing suit, looking to break up facebook. this will be a number one fear for the stock moving forward and i think a real drag on tech writ large as more of these suits come to fruition. gerry: we have another "fox business alert" now with tesla. tesla reporting fourth quarter results. let's go to lauren simonetti with the numbers. lauren. lauren: this is a miss on the bottom line. adjusted eps falling short. came in at 80 cents a share. meanwhile revenue stronger than expected, $10.74 billion in the fourth quarter. so you have a mixed bag there in terms of overall earnings. the stock also getting hit pretty hard down a

apple, microsoft, facebook, tesla, they're all set to report this coming week. let's get to market watcher jonathan hoenig and former investment banker and impressive tweeter i must say, carol roth. we never miss a tweet by carol. the most fun tweets you can find on twitter. jonathan, first to you, rob portman, announcing that he was not going to be running for re-election in 2022. that seemed to be the catalyst to send the markets even further south than they were already. is there political nervousness on the markets today? >> there is nervousness, david, for a lot of reasons, one of which is the epic run we've had. i'm surprised frankly markets haven't been very nervous at all. we've seen strength, david. 89% of stocks are above their 200-day moving average. today we have 350 new highs. only one or two new lows. the market has hung in there quite impressive live. we've seen almost frightening short squeezes in stocks like gamestop up 100% just today. so stocks are long overdue for a correction. a lot of people have been calling for it but the market has hung

microsoft, apple, facebook and tesla all hitting the tape this week.>> well, i think first off we should expect more of the same. right, earnings beats, based on what analysts have predicted. i always joke analysts make for churr tellers look -- fortune tellers look good. this is q4 earnings. it's not going to be great. we're looking at earnings being down somewhere around 5%. it really comes down to better than fears i would say than better than expected when it comes to earnings this quarter. you mentioned what i think drives everything right now and that's big tech, you have microsoft, tesla, you have apple, you have facebook all reporting in the next two days. and if you think about those stocks right now, they really drive all of the return in the s&p 500. i talked a lot about this. what's really interesting right now is there's so much speculation around those stocks. and if you look at option contracts they have like a half a trillion trade in one day in january, which is the most ever which just speaks to all the speculation in the market right

this week will be a big one for earnings reports, especially for big technology companies apple, facebook, microsoftg those companies reporting their results. for more on what to expect, i'm joined by jason ware, partner and chief investment officer at albion that is a big, big list of big, big catalysts. what exactly is going to be top of focus for you on this big week with of earnings? >> good morning. as you noted, about 35% to 40% of the s&p market cap is reporting this week. a lot is in technology of course, microsoft and apple will be two that are on our list of importance given, a, we own them for clients and, b, just given the weight they carry in the index. we expect a good report from both companies i think for microsoft, azure will be there for investors and growth i think if they do north of 40% that that's good and the stock has con so will lated over the last four or five months it's not extended. if we get a new number from azure and new products from xbo tick up, that will be good holiday quarter is important for apple. our expectation has been that we're in a new supercycle for the

we need to look at the facts and the facts are that many of the stocks whether it is microsoft, apple, facebookd really well off the bottom and performed exceptionally well in 2020. that must be done, let me look at something else. i think the practical matter is microsoft last night cruised way too early to look past the opportunity there. i suspect that in varying ways apple and facebook will likely do the same thing tonight. alix: part of the rhetoric is that they are expected to post 12 months earning growth slower than the s&p particularly as they come up against tough calls as we move into the covid comparisons. what do you want to buy into and what are the metrics you will be paying more attention to? mark: one of the things that's interesting about investing is often times people will default to something is too expensive and people will talk that microsoft is too expensive or apple has gotten too expensive. we spend our time initially looking at what is the growth rate and what our earnings doing, what are margins doing. as an example last night, microsoft beat on all three. could you

pointing lower it's actually the busiest week for fourth quarter earnings, we'll hear from apple, microsoft, facebook friday. in the meantime, washington starting to pick sides over president biden's $2 trillion relief plan. lloyd blankfein will join us to talk about that and much more. >>> and if you can fix it here, you can fix it anywhere. new york city mayoral candidate andrew yang joins us with his ideas to streamline the vaccination process in the big apple. final hour of "squawk box" begins right now ♪ ♪ >>> good morning and welcome to "squawk box" here on cnbc. i'm joe kernen along with becky quick and andrew ross sorkin u.s. equity futures have passed the triple digit mark on the way down down about 132 points now. s&p 500 up 3 and change. nasdaq indicated up 128 points treasury yields this morning, quick look at those on the ten year ten year 1.06. let's go to our first biggest this hour. some familiar fault lines emerging in washington over pro president biden's covid relief proposal on a call with lawmakers yesterday. administration officials tried to head off republican concerns that the

an interesting comparison, the trump campaign and biden campaign, google, microsoft, apple, facebook,mendous disparity. google $4.3 million to the biden campaign, microsoft $2.3 million and you can see the tromped comparison at $247,000. and so obviously, not surprising, really. but you know, i want to ask you, we talk a lot about the changing look from some african-americans in terms of which party actually does deserve their vote. and has done the most to help these communities over time. i know that you felt president trump had done a lot of good things for the black community. so where does that energy go now? >> well, i think i would not say donald trump is the most sophisticated american when it comes to complex issue of grace. what i will say though is that he made room for, made space for us to look at this complex issue from another angle. he, and we have been and a paradigm for 60 years now, since the '60s, of racial protest, protest, and then i'm of course, always following protest and dependency. dependency. dependency. and the people protesting were asking them to lift us

microsoft, facebook, apple, amazon and also alphabet x that will be also if these big gains can be sustainedbig gains that we saw in 2020 as the economy reopens. and there's reason to think that it can for companies like microsoft because even though it benefited from work from home, it also helped to consolidate its position to as the economy reopens, there's still room for growth in a stock like that. jack: well, we saw a great example of the power of stay at home this week. i was thinking if you haven't subscribed to netflix three-quarters into a horrible pandemic, is there anyone left to subscribe? well, 8.5 million people, apparently, were left. and i think that bodes well maybe for the whole group. >> absolutely. and, you know, that person that may have subscribed in the fourth quarter, that was someone who was just waiting for a show like the queen's gambit. the thinking on some of these streaming companies was as you had the competition from the disney pluses and some of these other providers that netflix would lose share. but when you look at the monthly costs, if you're looking at

fractionally but the s&p 500 and nasdaq did close at record highs, those big tech stocks such as apple, facebook and microsoft really powering nasdaq's gains ahead of their earnings reports next week. investors are also tracking early discussions in washington on president biden's $1.9 trillion economic relief bill and also in focus today a report on existing home sales which are expected to have dropped for st former fed chair janet yellen as treasury secretary. >>> ford is recalling 3 million vehicles to replace those takada air bags that could explode in a crash. the defect plemented the largest recall of more than 67 million vehicles. they recalled the driver's side air bags which the company resisted for the last few years. rangers, fusion, edge, and lincoln mkz. >>> airlines operating at a fraction of their pre-pandemic service adding up to a lot of booze not served on board. american airlines hoping to sell the excess beverage, letting customers buy through a bottle for $the 9 a month. prices for single bottles range from $13 to $40 and a subscription plan gives customers access to discounts, a monthly

microsoft. apple, facebook, tesla, all of them after the close. what can be said about gamestop?now i am a bloomberg. let's talk gamma. good morning everyone. i am with francine lacqua. jean freda, thank you for making the effort.

apple, facebook, tesla, and microsoft just to name a few. >>> godiva plans to close all 128 of its stores in north america by the end of march. the chocolatier saying lower sales are happening because fewer people are shopping in person during the virus pandemic. godiva has seen growth from online sales and grocery and retail stores but the company hasn't said how many employees will be affected. it operates around 5,000 chocolate shops in around 100 countries. >>> from chocolate to chicken. chick-fil-a is stepping up that fight in the fast food chicken wars, introducing a grilled version of its spicy chicken sandwich today. chicken may be the hottest item in the fast food biz these days. ten major chains launched one of those sandwiches in the past few months as restaurants try to cash in on changing consumer tastes. surveys do show that the number of customers who ate a chicken sandwich last year, guys, 21%, that outpaced burgers. those are the latest headlines from cnbc. laura and cierra, back to you. any chicken sandwich i eat would have to be crispy and spicy. back over to you. >> yo

starbucks, microsoft, apple, tesla, facebook wednesday.ed from millions staying at home. gains on wall street don't mean gains on main street. there are 15 million people in america getting a jobless check. we have lines at food banks and quite frankly hunger is a serious, serious problem. something the president is trying to address. >>> the gop that rails on so-called cancel culture canceling itself. rob portman will not run for re-election after his term ends in 2022. portman cites partisan gridlock as a factor. he says we live in an increasingly polarized country where members are being pushed further to the right and further to the left and that means too few people looking to find common ground. >> it's part of the broader question about the future of the gop. matt gates is going to wyoming to speak out against its congresswoman, liz cheney, who voted for impeachment. the arizona party re-elected a pro trump chair woman and sen shurd the governor, former senator john flake and john mccain's widow, cindy mccain. none minded. almost ha

show me microsoft, apple and facebook. microsoft up big time, a gain of 1.6%. report this afternoon. apple is actually down a fraction now. that, they report tomorrow afternoon. and of course we did see facebook with a solid gain. they have been halted for a second time. they have been all over the place, a sign to some that this is frothy, speculative market, watch out. more on that coming up for you. candidate biden, he benefited heavily from the dark money donations. jackie deangelis is with us. how much money did the president receive from these anonymous sources, jackie? >> stu, get a load of this, it was a record breaking $145 million. you want to compare that to president trump? he got only 28.4 million. it was 17what biden got according to center for responsive politics t is from super-pacs or non-profits. super-pacs are expenditure only political committees. they can take in unlimited contributions from individuals, corporations, unions and other groups without any legal limit on the donation side. then, stu, once it is all lumped together, going to a c

expect us to see a continuation of what we saw with the netflix numbers rolling into apple, facebook, and microsoftosed to some of the lethargic growth coming out of ibm and the enterprise space. emily: let's start with apple. obviously, we are in the middle of a recession. a lot of people are struggling. people have lost their jobs. will we see that act on demand for the iphone -- impact on demand for the iphone? >> i am optimistic about apple in terms of their 5g phone. i am looking for 75 new iphones to be sold in the upcoming quarter. i am looking for roughly around $64 billion in total revenues. what is not going to drive that is the number of shipments but average selling prices. that allows for overall revenue to increase 14%. if we look at it this way, there is a recession. people may be reluctant to make the migration over the 5g phone. there are enough people that will make that transition. the iphone 12, the 12 g phone, carries much higher average selling prices than some of the lower phones out there -- lower-priced phones out there. emily: what about facebook? there has been a lot of c

i'm scott wapner big tech, microsoft, apple, facebook all reporting earnings in the hours and day asl discuss and debate how much is riding on what happens the investment committee here as also joining me is josh brown, shannon sakosh is here chief investment officer at boston public wealth. go to the wall and where we are with markets we are low, all slightly across the board and you may call it the great wait as we have the tech report coming after the bell with microsoft. here we go this is what we've been waiting for, huge week, huge report starting on microsoft. what's riding on all of this >> yeah. my only exposure to microsoft unfrptsly is through index etfs, and that's probably if it's not the best stock in the world right now it's definitely one of them it took a while, conso

those we heard from include not limited to dow, american express, microsoft, apple, facebook and hiltonng vice president pence to act on the 25th amendment within the next 24 hours to remove president trump. if not the house will indeed proceed on impeaching the president for a second time. the vote could come as early as wednesday on the article that was introduced earlier today. analysis of those headlines from dan henninger from "the wall street journal" and fox news contributor as well. on that last point potentially removing the president from office. four options are on the table. 25th amendment would be one of them. impeachment, resignation, or simply running out the clock with the new president takes over at noon on january 20th. given everything that happened what do you think is the best course right now? >> well, let me quickly suggest a fifth option which would be for president-elect joe biden to come forth say it is time to put an end to this because we are heading towards a enormous political train wreck for the country. i think if joe biden were to speak up, he already su

things that become popular narratives turn out to be completely false this red line is not apple, facebook, microsoft it's the iwm substantial of 44% versus 7% which is below the s&p 500 for those faang stocks and that's just indicative when we get these ideas what's driving the market, how easily that kind of thing can shift and change and before you know it, you're in an entirely different type of environment. i want to go to one of these faang mag names in particular. this is netflix. we'll focus on this purple line, 200 day moving average looks like we're coming to something of a decision point here netflix has been consolidated along with the rest of the large cap tech names haven't been able to make much headway, hasn't quite broken down either. this level is about 465 where the lines cross and possibly if we do get a breakdown below that level, which is 200 day moving average minus about 10 points from here, that could be a moment where the bears take control but bigger picture, ignore the purple line, you're still in an uptrend and i would really wait for that level before taking action netfl

campaign, over $4 million compared to 106,000 to 106,002 trump and the list goes on, microsoft, amazon, apple, facebook letters no comparison. what do those numbers say? >> the numbers say that when we are told there is no left-wing bias, pro-progressive bias from silicon valley they were always lying. they told us there is no anti-conservative bias, we are doing the best we can and when they said that they were giving money towards progressive campaigns, silencing news stories that could have heard joe biden and now the conservative big tech purge is underway, they told us why don't you go ahead and create your own website, they take it down from amazon web services go ahead and create your own apps, they take it down from apple and google and at some point the fear is they are not going to sell you the servers to do-it-yourself. we have lists being compiled of people who used to work for the trump administration. there's problems here. >> big tech is walking into a section 230 trap especially with a conservative majority on the supreme court of one of these cases makes it up there they are playing wi

components are set to report some of the most lily oonts pated releases include microsoft, apple, tesla, boeing, facebookld's and caterpillar. we asked our team what is the number one to watch. craig johnson and danielle shay laying out their trades. danielle, you're sticking with tesla. where do you think that takes the stock. >> tesla has don't absolutely fantastic. it's beat earnings expectations the last five quarters i think this is tesla's opportunities to prove that the retail traders aren't wrong, and if we get a great beat, it could lead to a strong momentum move for me personally i'm targeting 1,000, if we see tesla pull back, it will just be a great buying opportunity. >> craig, what do you make of apple? obviously 7% of the s&p 500, 12% of the nasdaq 100. so far this year it's had a good run. how does that position the stock ahead of its report? >> we're going to watch the elephant in the room clearly apple is a big part of these indexes. the price action is making the classic sort of cup-and-handle pattern. you're starting to see momentum improve. you look at the options, it's certainly impl

that's fat gam, the six stocks that drive the performance of the s&p 500, you know, facebook, apple, tesla microsoftapple, google, they account for 24% of the index, and the reality of it is they don't really participate in the reopening of the economy per se. you know, those stocks are already trading at extremely high multiples they've got regulation issues coming down the pipeline, and the reality is they benefit the most from us being locked inside i don't think we're going to be ordering more stuff off amazon when the economy reopens the bottom line is you're at a point if you want to participate in the reopening of the economy, you've got to own old school stocks that you're not going to get that exposure. there's 494 stocks in the s&p 500, they're just not, you know, the waiting representation is so low there that you're not really going to get that reopening trade if you own value stocks. >> so you like energy, among other things, you like small caps small caps have been participating to some extent, no >> up 100% since the bottom in march, but you've got to also remember, they did nothing f

i don't know if you can see your monitor or not between google and microsoft, amazon, apple, facebook one line, ari. that is decided. >> yeah, i don't -- i don't need to see it to get it. it's their money. they have the right to do with it what they see fit. what is happening to america, the growing college campusization of our country. what started 20 years with campuses really ruling out free speech. conservative don't get commencement addresses. they get hounded off of campuses. this has spread throughout the working world to 20-year-olds and 40-year-olds. silicon valley is infected with it. it's the only way of thinking. don't beat the other guy. destroy the other guy's ability to communicate. i'm telling you, bill, they will never beat the other guy. they will radicalize the other guy. >> bill: you can't give money to a campaign if you're a company. but your point is well-taken. thanks, ari. look forward to speaking with you, soon. >> bill: president-elect biden getting his second dose of the covid-19 vaccine. he says he plans to release all available joseph. dr. ajaz is here. "v

major earnings on tap in just over 48 hours; microsoft, verizon, apple, facebook and tesla. with money pouring into big tech, we at "the claman countdown" have come up with a new act cothem in -- acronym, mtv. take a look at fubo tv, it is jumping more than 11%, up more than 300% over just the last 52 weeks. let's held it over to apple, hitting a new all-time high after getting a slew of price target hikes. it's up about 2.5% to $142.52. and then you look at the ev titans, tesla and, you know, nikola. tesla earlier today hit $90 per share for the first -- $900 per share for the first time ever. nikola jumping 2%. now to our traders on the mtv trade, scott redler, larry shover. scott, what are you watching most closely with money pouring into media, tech and vehicles? >> every week i'm trying to watch with the money flows. i love your acronym, because it's very relevant are. this week it's going to be very important. you named a lot of earnings that are coming out. i do think apple's important tomorrow. actually, no, apple's on wednesday, but with i feel like it's all at an a

when smart money goes after big names like apple, amazon, facebook, microsoft and alphabet, that showsewed interest and confidence in the earnings tower. these companies have shown resilience in the face of the pandemic. it has destroyed many other companies. if you go to the bn is coming on index of nonprofitable tech companies that have also done well during the pandemic. at the end of 2020, there stocks were also soaring. tech appears to be back in style. >> indeed. what else will investors be focused on in these latest reports? >> the big five are expected to report faster profit growth for a 12 straight quarter, they are expecting a continuation of some of the better reports they have seen. according to bloomberg intelligence, just because we are coming out of a covid related thing. it does not mean that the digitalization software autumn's asian -- automation is effecting. everyone is turning to online ordering or packages. apple is also going to be a key imitator -- indicator. these earnings are expected to expand 11% during the final quarter of 20. apple and alphabet are the on

you see the big techs are way down especially facebook, microsoft is down and apple is down over 3%. is expanding, the stock is going up. that implies a squeeze on the short sellers. the short sellers have to cover their losses and i think they are going to the big techs, taking money out of there and putting that money to cover their losses. that might be what we are doing and what we are seeing at the moment on the marketplace. robinhood is facing lawsuits, we know that, after halting trades of gamestop and amc, they are accused of rigging the market. we will cover that after this. ♪ ♪ (music) ♪ you're turning 65, but you've still got game. at aetna, we find that inspiring. but to stay on top of your game takes a plan. that's why at aetna, we take a total, connected approach to your health and wellness. our medicare advantage plans are designed to surround you with the care you need every day to give you the confidence to age actively. we offer hospital, medical and prescription drug coverage in one simple plan. with monthly plan premiums starting at $0. wide provider networks incl