it's great to be with you, carl, deidre and john.st of all, let me say i will give this kind of a b minus and the reason is this when we think about tech companies, we think about branding and what are we really trying to do here? if we're facebook, are we trying to get people to forget the whole cambridge analytal thing and bad stuff, misinformation and all these things that have been going on with respect to facebook and suddenly reimagine what facebook is this is an attempt to try to do that and say, listen, we started off as this two dimensional kind of connection mechanism and now we're going to go to this much more immersive kind of virtual reality, augmented reality and smart goggles and oculous that is the same idea connecting people but in this very rich and next level and immersive and metaverse sort of way, if you will so, this is an attempt to try to do that. but what i think is going to happen is people will be onboard with the new technology and all of that but what will be very difficult is to sort of erase all the pre

deidre, here is the thing.when do they shift from the driver's seat to taking a bit of a breather? >> right when you say clearest winner, it has been all year. it is by far the best performing faang and expectations are very high this quarter. everyone is asking in terms of internet businesses -- excuse me, advertising businesses, how are the apple privacy changes going to effect. we saw snap and facebook, but, of course, google and alphabet in a different boat. it is likely to benefit from the privacy changes because advertisers tip ally going to facebook and snap, they see the targeting has been compromised guess what google has a lost of first-party data those cookies operate a lot differently on google search, so it is actually likely a winner sure, youtube mobile ad business may have suffered a little, but search business is expected to really have accounted for that and make up for that potential loss google, kelly, is likely to continue to be a winner here, at least according to the street. >> i see dala

. >> joining us on book tv is doctor deidre mccroskey. she is the author of over 30 books a long time economist with the university of illinois at chicago. her most recent book veteran human onyx is just out. when you mimi a human onyx. i am an economist also historian i've been a professor of english and philosophy. i think economics should not give up the numbers or anything like that. but it should add to it what we can learn from the humanity from shakespeare i learned a lot every time i hear the flute and harp it is an all hands on deck idea we have to understand our whole life. and in particular always catch myself when it talk about adam smith. not only adam smith but his followers until now you think they can do economics just by watching people but watching people not tell you about the meaning that they bring to their economic life. what is your job been to you? what does consumption mean to you? we as humanities consider and modern economics does not. i am in favor of human onyx. >> doctor, and your view what does a shakespeare

so abc's deidre bolton is here to break it all down.e looking for liquid paints, aerosol paint, siding for your home, these items are scarce, and if you do find them, chances are they'll be more expensive. from cereal bags to medical devices to car interiors to bicycle helmets, one of the most vital parts of the global supply chain is out of sync. >> i think the level of uncertainty is really unprecedented. >> reporter: many products that are based on petrochemicals are scarce. >> anything that touches plastic or oil, pvc fittings, siding for your house, liquid paint is very hard to find still, a lot of aerosol paints are hard to find. >> reporter: if the pandemic started a series of dominos falling, hurricanes are also creating the perfect storm. >> when these shocks hit suddenly, there was a realization that we don't have a buffer in global supply chains. within each country it's another shock to a system that's already traumatized. >> reporter: billy womack is the purchasing director at a hardware store in washington, d.c. and is see

. >> joining us on booktv doctor deidre mccloskey, the author of over 30 books in the economist of illinois at chicago her most recent book veteran human makes what you mean when you say human makes. >> i'm in hopeless economist, i cannot help it i'm also historian and i taught a professor of english and philosophy and i think the economics should not give up the math or the numbers or anything like that but it should add to it what we can learn i learned a lot every time and it's all hands on deck idea but in order to truly understand you have to understand our whole life in particular not adam smith buth. his followers knew the field until nows economist think they could do economics by watching people that's okay i'm not against watching people. but watching people does not tell you about the meaning that they will bring to the economic life, what does your job mean to you and what is consumption mean to you you need the important questions which the humanities consider in modern economics does not i am in favor of human ox. >> doctor, in your view what does shakespeare or mozart add to

deidre, thank you.idre bosa there as we weigh ebay after the bell. >>> let's look at sunnova. the street is expecting a drop fellow solar company end phase, look at it now it is massively running after its earnings beat, up 27% today. that has sunnova up 7% let's bring in pippa stevens with more. pippa, we talked about this yesterday. these stocks tend to run in a group here >> yes, and you can see it with what is going on right now end phase is lifting the entire sector the company said they saw record demand they're navigating the supply chain headwinds and looking for. they gave optimistic guidance. when it comes to the solar industry it is a stock-specific story. looking ahead to sunnova, shares are up more than 9% right now so there are expectations that we hear some optimism from them they said that they can navigate the current parts situation for the rest of the year, so next year's guidance will be really important, how they're navigating higher raw material costs. and then, of course, customer

there's that there is also the question, deidre, what does it represent a show produced not for a lot of money and not as expensive as the u.s.-based shows and came from the south korean market where people don't traditionally watch outside south korea until recently netflix talked about the huge increase in global viewership that they've seen in the past several years and this is a real business advantage for them. if they can get more people around the world to watch local language content, that's a win that means they're not going to be a u.s.-based company exporting contenting around the world and that is something that they talked about on the call and that is a valuable shift for them >> one of many things i don't get, julia i look at "squid gauge" and then "bridgerton" and chappelle with disney you have these categories of modern mythology that they managed to acquire and then own and extend. with netflix, the categories seem less defined and therefore perhaps more difficult to build out. were there any questions about that on the call >> well, look, there's no doubt, john, tha

>> all right, deidre, thanks so much. >>> we want to turn for a check of the weather once again.e know the weather is turning, getting colder, but you have video of people skiing and snowboarding out there. >> you look so concerned. >> yeah. >> i thought you would be more expected. >> we're just taking the jackets out of the basement. now it's like snow. >> i'm not quite ready either. opened up parts of squaw valley. palisades i guess is the name of this resort. i skied everywhere in tahoe. maybe it was the old alpine. i don't know palisades. maybe near squaw. they had the olympics there in 1960. they got up there for the heavy snowfall and tore it up. not just there but in parts of colorado digging o the in dylan, loveland. yeah, i skied that one too. see the top of the ridge and got frost and colder air coming down into the midsection of the country. behind this next system frost advisories are out, temperatures in the 30s and in the morning area. this is the coldest air of the season. we're going to start saying that every couple weeks. coldest air of the season. coldest air o

>> definitely welcome news, thank you, deidre. robin?hael, now the latest on the fight against covid-19. the fda set to meet today and tomorrow on whether to authorize booster shots for some recipients of the moderna and johnson & johnson vaccines. steve osunsami has the latest for us. good morning, steve. >> reporter: good morning to you, robin. this morning the drugmakers are making their arguments for booster shots. johnson & johnson, for example, says their single dose vaccine is about 70% effective in preventing moderate to severe disease but with a booster shot that effectiveness they say rises to about 94%. americans who got the single dose johnson & johnson vaccine could learn in the next few days if the fda thinks they should get another shot. and authorities are considering booster shots for americans who received two shots from moderna too. the fda going over data from the drug companies this morning, public hearings set for today and tomorrow. >> we have the vaccine supply and we will be ready to hit the ground running as soo

so let's bring in deidre bolton with more on that.morning, deidre. >> reporter: good morning, robin. that is right. according to recent research from oxford economics, americans racked up a total of $3.7 trillion in excess savings over the past year alone. so this means they're ready to spend on the holiday, sales going as much as 10% higher than any other year. the nrf projects americans may get up to $859 billion worth of goods just in november and december alone. the biggest question this year is about inventory. with the global supply chain crisis, will there be enough items on the shelves to meet this record demand? that's the huge question out there. so companies taking steps to try to keep their shelves stocked so you have walmart, target, home depot. they're actually chartering their own container ships to try to make sure their shelves are full but what's tricky is those retailers and others still have to use the same ports as everyone else. so one thing is certain without wanting to encourage panic buying most experts say if

then from days of our lives, deidre hall and robert scott wilson! international day of the girl, started by the u.n. to celebrate and empower girls all over the world. it is so awesome. [applause] three years ago i celebrated with former first lady michelle obama and each year on this day i continue to shine a light on women making a difference for future generations. and that's why we have, i'm so excited about this one. we have olympic wrestler tamyra mensah-stock with us today! oh, my god. i mean, that interview after she won matt, i was very excited. we will hear her incredible journey into going for and winning a gold medal. i loved that interview, we talk about it a lot. plus there is a young girl backstage who wants to be the next tamyra and has no idea that her hero is here with some big news for her paid you don't want to miss that. and in honor of today we have extraordinary young women in our house seats dialed in from all over the globe. we have abby from tanzania that launched a super cool program. it is to encourage kids to find real s

. >> joining us on book tv is doctor deidre mccroskey.he author of over 30 books a long time economist with the university of illinois at chicago. her most recent book veteran human onyx is just out. when you mimi aan

. >> joining us on booktv doctor deidre mccloskey, the author of over 30 books in the economist of illinoisgo her most recent book veteran human makes what you mean when you say human makes. >> i'm in

. >> deidre, thank you so much. >>> coming up on "good morning america."the personal stories of the women that changed the game. all denny's pancakes are made to order with fresh buttermilk. but this month's spotlight stack feels like fall. and is the pumpkin-iest pecan pie drizzliest and most gram-worthy of them all. new! pumpkin pecan pancakes. this month's spotlight stack. see you at dennys with voltaren arthritis pain gel my husband's got his moves back. an alternative to pain pills voltaren is the first full prescription strength gel for powerful arthritis pain relief... voltaren the joy of movement >>> back now with a preview of "real queens of hip-hop." the abc news special voiced by salt from salt-n-pepa that looks at female rappers from different generations and how they changed the game. here's a look. >> lauren hill introduced the multifunctioning female artist, write, produce, rhyme, sing, and deliver the artistic vision. >> her sound shifted the whole game. >> with this album, i wasn't looking for perfection. i was looking for feeling. there w

i'm carl quinatnilla with john fortt and deidre bosa. all s&p sectors, though, are still in the red our first guest says to catch the dip while you can. facebook is under pressure again after that testimony from the whistleblower. we have mark zuckerberg's response to that this hour and then later first on cnbc, aaron levee makes his first appearance let's talk about the nibbling going on in tech and dominic chu has stuff on that. dom? >> there is some nibbling because we've seen some levels hit in the nasdaq become attractive for certain folks out there. one way to look at it from a big picture perspective what is going on with the nasdaq right now. off the session lows only down by of 25%. we are now down roughly 6% again, making a move now also about 3% below its 50-day average price on aal rolling basis. those tend to be levels in the past over the course of the year whenever those levels hit below average prices, we did see some dip buying so to speak that's on the sector level here. some of the places to watch specifically are some

getting started [ laughter ] >> six months of "tech check" now in the books and we're excited for deidrethat we did the night before the premiere of the show and we were going to cover tech in a new and different way and the market has handed us no shortage of story ideas. >> they have, and julia, as our viewers know, this is a very, very serious show. very serious we have no fun at all, but we cover tech >> no -- yeah. no fun at all, but i also think it's just great that we've expanded tech check beyond this television platform and we do these live streams that have been so fantastic and so many interviews with big ceos and rising companies, carl >> yeah. definitely trying to deliver the content for the way the viewers uses them all of the time. tomorrow we will wrap it up with goldman, pnc, schwab, and retail sales are out tomorrow before we get into the real depths of earnings next week let's get to the half and the judge. ♪ >>> carl, thanks so much welcome to "the halftime report." i'm scott wapner front and center, a strong day for stocks and a key read on inflation coming in better

deidre, back to you. >> seema, thank you. >>> she mentioned chips. semis one of the many sectors on the moves with amd, texas instruments reporting results and first josh lipton has more tech stocks to watch >> let's get to some of those movers payment stocks not looking pretty in today's trade so far check out paypal down again today and now basically flat on the year and about 25% off its high and square also down today a different looking chart there. still up about 20% this year f5 one to watch. check out that move in the green in today's trade better than expected results and analysts note robust analyst growth some of the gig economy stocks interesting, as well uber is slipping here and doordash and fiber are down. 50% off its february high. back to you all. >> josh, appreciate that very much. >>> amd is continuing its run. stock is in the green as sales up 54% on heightened demand. we talked to lisa sue earlier this morning in the 9:00 a.m. and talked about her plans for growth take a listen. >> we believe, you know, this, this vision of the n

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. >>> good friday morning, everyone i'm deidre bosa and carl is up in ic and john is at cnbc headquarters

i'm carl quinatnilla with john fortt and deidre bosa.irst guest says to catch the dip while you can. facebook is under pressure again after that testimony from the whistleblower. we have mark zuckerberg's response to that this hour and then later first