dan morgan of synovus trust joins us. let's get to the issue.pple is worth $2.5 trillion, and everybody loves their stuff, but don't they have to sell a heck of a lot of it to actually move the needle on the stock at this point? dan: it will be interesting coming into this report. you mention apple, over $2 trillion. everyone will be looking for evidence that this super cycle, that they are selling more phones because of the new release of the 5g phone is in place. the last cycle wasn't 2014. they sold 190 million pounds. this year, 229 million. going into the quarter, we are looking at revenues around 34 point $5 billion, a 33% increase from a year ago. then a trickle effect into ipad i'm, services. with apple, it will just be show me that you are still on track, show me the super cycle is still going. that is what the bulls are looking for coming out of this report. matt: let's talk about microsoft. what drives investors, what do investors want to hear from the big cloud company -- when i was growing up, it was the big windows company. dan: do

we're going to get more on those results with dan morgan, the senior portfolio manager. an, a few things not working in intel's favor here sales . following slightly short -- favor here. sales are falling short, and the server chip business up, down year-over-year. what's your take away? dan: i'm more optimistic than i think the street is. they also beat in their data center group. they did almost $6.5 billion in revenues. i think what we have to do is kind of take a step back and realize that intel is in transition right now. they're trying to get into the production delays with those 10 nanometer high-end chips. one that comes to mind is the sapphire rapids chip that's been delayed into the second order of next year. so they've been a little slow in terms of bringing out chips and i think that's why the street is kind of like your guidance in the third quarter isn't what we expected. but i still think that there position going forward has to involve more time to ramp up and take advantage of the strength i'm expecting coming out of the infrastructure as a service area,

tune in tomorrow when we are joined by dan morgan to break down the earnings of intel and twitter.omberg. ♪ in business, it's never just another day. it's the big sale, or the big presentation. the day where everything goes right. or the one where nothing does. with comcast business you get the network that can deliver gig speeds to the most businesses and advanced cybersecurity to protect every device on it— all backed by a dedicated team, 24/7. every day in business is a big day. we'll keep you ready for what's next. comcast business powering possibilities. so many people are overweight now, and asking themselves, "why can't i lose weight?" for most, the reason is insulin resistance, and they don't even know they have it. conventional starvation diets don't address insulin resistance. that's why they don't work. now there's release from golo. it naturally helps reverse insulin resistance, stops sugar cravings, and releases stubborn fat all while controlling stress and emotional eating. at last, a diet pill that actually works. go to golo.com to get yours. ♪ haidi: good morning an

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dan morgan is here, dan, good morning. here we go with a lot of the biggest names.ard from ibm. what do you expect overall for the tech sector which hasn't been the star of the show the first six months of the year. >> yeah, we expect the tech sector to report good numbers in the upcoming second quarter. for fiscal year 2021, looking for growth of about 28%. that compares to about 31% for the s&p 500. we have to remember, cheryl, is that last year the tech sector actually had positive earnings growth, about 4 to 5%, where the s&p was down 12. so it's been a very resilient sector, it seems to perform in either scenario. in a covid scenario or a good economic scenario. so would expect good numbers, ibm kicked it off last night with a 13% jump in their cloud space which was met with applause and the stock is up and tonight we have netflix. cheryl: let's talk about netflix here. because obviously the big question is going to be, as it always is, subscriber growth for netflix. we likely will see subscriber growth. we had a guest on earlier in the hour that said it will b

>> you better believe it here sour list for this weekend, dan bongino, morgan ortegas, jack brewer, katieere. steve: aren't you also celebrating national tequila day? pete: i think we are, yes. that is will's favorite so of course we are. [laughter] yeah. i mean, why not? don't give me a reason. steve: there you go. all right. pete. thank you very much. we will be watching this weekend. ainsley: seven kids that will do it. steve: more of a reason it does turn off the voices in your head. [laughter] steve: i have heard what i have read in books. anyway, watch this weekend. meanwhile, up next. key conditions take the stand in the murder trial of a university of south carolina student. nancy grace breaks down the new developments and nancy is next. ♪ (naj) at fisher investments, our clients know we have their backs. (other money manager) how do your clients know that? (naj) because as a fiduciary, it's our responsibility to always put clients first. (other money manager) so you do it because you have to? (naj) no, we do it because it's the right thing to do. we help clients enjoy a comfortab

he will morgan onto 0 and follow the bodies to dan. the united kingdom is carrying out its most expensive name, naval deployment in a generation, the aircraft carrier, h m, as queen elizabeth, is being accompanied by a flotilla of navy ships and its presence in dispute. parts of the south china sea is causing concern foreign st. louis reports me, the british navy, biggest and most powerful war ship, the h m, as queen elizabeth aircraft, carrier is leading a pillar of navy ships on its maiden deployment, the largest concentration of british and maritime power in years. prime minister boys johnson says that deployment will help to strengthen what's known as british soft power. the term used to describe a belief in democracy and the rule of law. analysts say, joe politics is at play. it's also doing it because their attention was over taiwan . and britain like the you and other major powers have an interest in not seeing that become an armed conflict. and so they have to demonstrate that their country is willing to stand up against the us

dan bongino, morgan ortagus katie pavlich and lawrence jones all on deck.n promised to be. a promise is everything to old dominion, because it means everything to you. new projects means new project managers. you need to hire. i need indeed. indeed you do. the moment you sponsor a job on indeed you get a short list of quality candidates from our resume database. claim your seventy five dollar credit, when you post your first job at indeed.com/home. ♪ ♪ ♪ be ♪ ♪ rachel: summer jam by jake owen it's 7:00 a.m. eastern time. that song actually remind me -- welcome you guys. welcome all of you. welcome to you two, pete and will. good morning. i'm really sad about summer ending when i hear that summer jam. i know we are in the middle of it. it makes me think that it's going to end. [laughter] i'm already thinking about it. pete: don't do that just live in it. enjoy it. rachel: that's right. pete: part of us relishing the summer is that shot we saw when we come in. the olympics are happening. we're not sure who is going to watch that but, we do know that you are g

dan. get excited! >> dribble three balls while balancing on a foam roller while spelling portmanteau. i'm morgand there's more to me than hiv. more love, more adventure, more community. but with my hiv treatment, there's not more medicines in my pill. i talked to my doctor and switched to fewer medicines with dovato. dovato is for some adults who are starting hiv-1 treatment or replacing their current hiv-1 regimen. with just 2 medicines in 1 pill, dovato is as effective as a 3-drug regimen... to help you reach and stay undetectable. research shows people who take hiv treatment as prescribed and get to and stay undetectable can no longer transmit hiv through sex. don't take dovato if you're allergic to its ingredients or if you take dofetilide. taking dovato with dofetilide can cause serious or life-threatening side effects. hepatitis b can become harder to treat while on dovato. don't stop dovato without talking to your doctor, as your hepatitis b may worsen or become life-threatening. serious or life-threatening side effects can occur, including allergic reactions, lactic acid buildup, and liv

in to dan and nadia worry it will take too long before they get the help they need. he will morgan onto 0 and follow the bodies to down to the head on al jazeera ivory coast. old enemy president dallas on tata lowball bug folks home folks. the 1st time since the civil war 10 years ago. back in touch north and south korea, restore their hotline after a year of radio and it was a big win for a small nation at the olympic games. we'll have that story coming up to you later on. ah ah, by the edge of the monsoon range, i think is settled, dyer knows more or less this line. he has his reign in some parts of pakistan without money. i was half chris for miles, then coming out of europe and across the black sea. this more active weather is going through georgia and down towards the north of iraq. now that's probably welcome relation. the heater probably will also be fairly windy on the north side of the mountains upon which terran sit. if that is all quiet is still quite hot. it was in turkmenistan and that's the extent of the sherry rain in pakistan. so really iran in the middle east and l

the foul is one of the underdeveloped rural areas in to dan and not to worry, it will take too long before they get the help they need. he will morgan onto 0 and follow the bodies to down. the united nation says at least $57.00 people have died after a migrant boot camp sized off libya. it happens near the city of homes on monday. survivors say 20 women and 2 children are among those who lost their lives. warmer weather has seen an increase in the number of people traveling to europe from libya and she is here. the united kingdom is carrying its most extensive naval deployments in a generation. they aircraft, carrier, h m, as queen elizabeth, is being accompanied by a full tiller. navy ships and his presence in disputed parts of the south china sea is causing concern from louis reports from calling them for the, the british navy, the biggest and most powerful war ship. the h. m, as queen elizabeth aircraft, carrier is leading of the tiller of navy ships on its maiden deployment, the largest concentration of british and maritime power in years. prime minister bars johnson says that deployment will help to strengthen british soft powe

morgan stanley. . >>> check out these pictures we saw overnight. dan tweeting them out.hallenge. my good to morning news crew dan is a digital comic creator i went back and forth with him on twitter at the beginning of the pandemic he did a lot of legos art and he saw some legos i was doing with my son >> i don't think he starts from scratch there especially with that horrific expression. >> same with mirrors for me. they are broken. >> i don't look like that. then they say, it is a camera, it records but thank you, dan for liking us. you look like you did the best of the three of us. >> that craze continues. the next guest, the nft project. made more than $50 million in sales. now announcing a new collaboration. joining us now gary vaynerchuk trying to keep it all straight >> that was nba top shot which passed $600 million. >> it doesn't even matter what we are talking about so it is happening. once again, kudos. you make sense about what is happening on the show and still being met with a lot of skepticism the latest thing and you point out -- $2 billion spent on nfts

you know, if it's green's march to the dan or guilford courthouse or cowpens or charleston or any of these things i think it's great. so keep -- >> green and morgan. best partnership, strategic and tactical. is there a better partnership than those two gentlemen in the american revolution? >> washington and knox. >> there we go. yeah. >> oh! >> yeah. >> from plate 1957 to 1776 onward, right. >> the only thing that kills me is after the revolution, in -- when washington is president, os presidency, they're in the quasiwar, washington puts hamilton to lead the army in front of knox. i think really hurt knox's feelings. but i think they've always been. >> knox, after what happened to germantown? >> everybody has -- everybody has a failing now and again. >> a really bad day. >> and actually how knox died, someone goes what happened to germantown? that's when he choked on that chicken bone. ian: he had a hiccup there. >> it's unmilitary to leave a captain in your rear. >> you're going to get me fired up. >> do we need a therapy session on henry knox at germantown, so michael can get it out of his system here? so -- >> going have to be electroshock, i

can i talk with dan fora moment are there any mull ptiples at wc you would buy kciti >> i don't know, i suspect it's going to be worse than the other ones and i would just buy jp morgan it's a big level it's held over the last -- forget about valuation, i'm just talking about from a trading perspective. let's see if they hold they look like they'll go back there in the not too distant future, and they haven't outperformed since november. let's face it, back in october most of the market had come off of the lows. banks were still going lower so when you think about, that's great, low reserves, but think about how many trillion dollars of monetary fiscal stimulus were thrown at this crisis to get us where we are, and we're talking about, oh, this is a good valuation for this bank. >> we had the same conversation about wells fargo a year ago down, down, down, there were things wrong with it -- >> i would have told you to sell it their sentiment was so bad and evaluations were so cheap, so why wouldn't you buy them down th there. >> it's only really start to take off over the last six or nine mochlts we have a lot more, by the way we have a pair of can't miss bank interv

morgan stanley had a list of hot spots. branson, missouri. let's hope that is the case. to your point, maybe not a lot of appetite for another lockdown now appetite for profit. dan, you come with ideas and they are unique. there is a company called santeen. it is a medicaid hmo what specifically about santeen is so attractive to you? >> you know, centene was at adjusted price of $1.14 a share. i i was fortunate enough to meet the ceo over the entire strategy i like the hmo space since we are more mid cycle centene is an elite compounder of return. when i was on last, i put centene in the same category as danhur the strategy we focused to equity was started by my colleague. we worked together on the strategy centene has over 100% cash flow to net income. very high cash flow on return on invested capital really, a culture. a winning culture. michael has done an extraordinary job over decades putting together a deep team of people here is the key thing with centene. they will close magellen health. i i really have concerns that many of our friends are really struggling with ongoing mental health issues with depression. we all have been through a lot some people han

it's greene's march to the dan or go for courthouse or cal pens or charleston or any of these things i think is great. so, keep it coming. >> all right. so, greene and morgan. best partnership. strategic and tactical. is there a better partnership than those two gentlemen in the american revolution? >> washington and knox. >> oh. >> yeah. >> oh. >> are you kidding me? >> from late '75 to '76 onwards, yeah, right. >> the only thing that really kills me is that after the revolution when washington is president or even after washington's presidency during the quasi war, washington puts hamilton to lead the army in front of knox. i think that really hurt knox's feelings. >> did you read the book? >> what? >> sandra, what happened in germantown? everybody has a failing now and again. >> you're a really bad guy. >> that's actually how knox died. i think someone goes what happened to germantown and that's how he choked on that chicken bone. he had a hiccup there. >> it's unmilitary to leave a castle in your rear. >> you're going to get me fired up. [ laughter ] >> do we need a therapy session on henry knox at germantown so michael can get it out of his system her

dan or go for courthouse or calvin. all sin or any of these things, you know, i think it's great. so keep it coming. it's a lot greener morgan the best partnerships strategic and tactical. is there a better partnership than those two gentlemen in the american revolution? mmm, washington and knox. oh, yeah. yeah. from from from seven from 70 70 late 75 76 onwards. yeah, right. the only thing they really kills me. is that after the revolution and when washing his president or even after washing his presidency during the quasi war wash and puts hamilton to lead the army in front of knox that i think really hurt knox's feelings. but yeah, i think they've always been did you look? but sandra what happened to germantown? oh, you know every everybody has it. everybody has a as a failing now and again, you know, really that's actually how knox died. i think someone goes what happened to germantown. it's when he took that i yeah, he had a hiccup there but military to leave a castle in your rear. you're gonna be fired up. here we go. do we need a therapy session on henry knox determantown. michael can get it out of this system here. s

morgan is correct, there are hundreds of billionaires in the world. we don't even have enough bitcoin for every billionaire to own one. my friend dane coin, you understand that >> constant evaluations. i guess it was an exaggeration they said all right, i'm taking a couple zeros off how could you possibly do it and why wouldn't you have a smartphone with a fraction of bitcoin to maintain what you work for to be able to use that and have it stable >> you and i happen to be billionaires and it is the note that gets us across town that's why the conference in 1944, he wanted a universal currency with the gamesmanship and policymakers bitcoin, if it scales and we think it will will be an effective value. remember, your time and energy will go into making your money the federal reserve is making your time of it. everybody in dollar nominated aspects did get silently taxed over the last year, the u.s. government printed $460 billion in the first six months of 2021. can you see it things like bitcoin will offer the solution long term >> wide ranging. you are a business leader. >> i'm a business leader not a weiner >> leaders lead. you are