reporter: frank duff from gilead, one of the major sponsors here.none of this happens without the work of volunteers who raise money. we have passed $1 million already. if you would like to help, go to sf. aids walk.net and be a part of this great event. i want to introduce you to very special people i see every single year. this is joni, one of our fundraisers. and also, glynn good. everybody is doing good, but you are actually a good. you have raised $10,000. >> it keeps climbing, over $10,000 as of this morning. reporter: glenn, you have over $61,000? why is it important for you to keep doing this every year? >> thi the 37th year we have done this. the walk on a we have to reinvest in the community. we have a moral obligation to follow what the leaders and our founders did so many years ago. if we do not give back, if we do not reinvest in the community, who is going to? reporter: joni, your comments on why this means something to you? >> i have been doing this since 1988. it is a part of my dna at this point. hiv is not in the headlines anymore.

. >> cathy from chicago bought gilead sciences at $65 and $75 buy, sell, hold?d hold the position, maintain the long. reasonable valuation at 12 times. i believe gilead, along with intuitive surgical, will be a beneficiary of this upcoming july 24th nasdaq rebalance >> happy belated birthday. what's your view on the semiconductor sector for 2023 and beyond >> if you look at semis, they have benefitted from this ai craze and enthusiasm if you own semis, it's okay to let them keep running, especially if yields are coming down and we continue to see optimism in that industry group. however, if we get an indication that there is a contraction to come or a pullback in the market, that's when we row tate out and go into something like financials or energy >>> coming up, "final trades." stayitus wh clashing) -had enough? -no... arthritis. here. aspercreme arthritis. full prescription-strength? reduces inflammation? thank the gods. don't thank them too soon. kick pain in the aspercreme. you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who

we have seen a decline in gilead sciences after a disappointment in the drug trials. spotify under pressure. they will have earnings and that will be one of the big themes in the week overall. matt: earnings is huge right now. a lot of people are saying don't worry as much about the fed, earnings are on the front burner . let's talk about what is going on in the macro. top economists say the risk of recession is fading fast. the record -- the message being sent keeps getting louder. we are talking about the three month, 10 year treasury curve, what jerome powell says is more important to him that has predicted last seven recessions. ed yardeni says it is all gained without much pain. rates of pleasure having you here. thank you for your time. i read your supposition about what the yield curve might mean and i said it is elementary. how had i not thought of that. it doesn't necessarily mean it was a recession but inflation coming down at an rapid pace. why haven't we heard more of this? ed: the inverted yield curve has predicted a process. in the past, interest rates r

but something broke down gilead store was just another computer with the, with the pro you and me a couple of new zillow's on a used phone. are you ready to go music? go lower, use what you don't, or i see when you do similar, we give those trouble in using you go when you pull it away, not use it useful. so use this in the, on the waiting on that when each does in the game use experiment useless to store, i will search the still enrolled crane you if it be a week, but most of the nation was measuring. we use us and it is with the mean time, the way me i knew it was, you know, if you're through our lead, really ensure that our nice little 3 if you could do it with the figures that we have. so you indicate that about $475.00, the ukranian soldiers to be killed every single day on the battlefield. this is ashley, beyond the rate of loss that we had during the vietnam war. we lost about 16 man a day to compare the 475 versus 16. the fact of the matter is that we have require ukraine to fight a war that they have no chance of winning. and our advisors are in care of and they're advising. so as

but some finished goods down. gilead store was just another computer with the vote. they probably gave me a couple of new zillow use, the sooner you it will allow me to go lower, is what you don't. or i see when you do similar, we in those trouble in losing you go when you pull it away, not news of your sources. musician then sit at the waiting on that one each. does any of the music's there on the useless to store? i will search these deals and own credit union if the be and we must the shoes in russian. we use us and they just moved it into a new way. me, i knew was your most, you know, through our lead really ensure that i need to, if you could do it with the figures that we have. so we can indicate that about $475.00 ukrainian soldiers to be killed every single day on the battlefield. this is ashley beyond the rate of loss that we had during the vietnam war. we lost about 16 man a day to compare the 475 versus 60. the fact of the matter is that we have require ukraine to fight a war that they have no chance of winning. and our advisors are in care of and they're

nasdaq, here are notable names could see weight increase starbucks, mondelez and booking holdings and gilead and automatic data we will continue to watch that today and impact on the market let's talk more about the shuffle with ben eamons at newedge wealth good morning, ben. >> good morning, frank >> give us a sense of the re-balance do you see this with an impact on the year to date rally and tech sector? >> it would not be per se, but if you re-balance the flows with the tech stocks, that will impact the performance of the stocks for the interim obviously, if there is any earnings coming out, it will effect the stocks which is a focus next week. i think if you think about the balance, it is a technical feature. the index funds is where you see the impact >> a lot of people are talking about the broadening of the market we mentioned some of the stocks there we listed last which will see a bigger concentration or weighting on the nasdaq 100. does this widening of the market mean investors will continue to put money in the nasdaq 100 or qqq with less of a focus on a.i. >> it probably will. i

which brings us to the republic of gilead. for the marine corps has no leader. because a real-life senator is mad about women's rights. the move is so reckless, so dangerous that they are releasing an added tomorrow on turberville undermining that the military readiness against our enemies. here is part of it. >> for want the school months, tommy turberville has held hostage hundreds of military assignments just to force his maga agenda on women and ranks. our enemies are watching, looking for hidden vulnerabilities to exploit. and maga senator tommy turberville is playing right into them. >> all those republican promises to prioritize our national defense to support our troops, perhaps that went by the wayside when senate republicans voted against health care access for combat veterans suffering from toxic burn pit exposure or for the party backed leader who said americans who died in war are suckers and losers. so that should surprise no one. but should shock us all. despite their claim to leave it to the states. they are trying to be sneaky about it. joining

voting is what forces democracies to listen, and yet the gilead party is refusing to listen. americans will reject this, of course. it's practically written on the wall in disco neon font, but they will not read the room. they're pretending they're not or they simply refuse to do it. here's a secret, you won't win. joining me is maria teresa kumar, stuart stevens, senior adviser for the lincoln project, and robert jones, president of the public religion institute and author of the upcoming book, the hidden roots of white supremacy. i want to start with you because the thing i really can't understand, i do want to ask all of you about this, but i want to start with you because you're my numbers guy, is that abortion is not even a close call issue in terms of whether people think it should be legal or illegal. and that includes most american christians, right? i mean, talk me down on that if i'm wrong. i don't think there is a majority that's bigger than maybe 15% of people who want for instance a national abortion ban. >> joy, that's exactly right. you talk about reading the r

a wonderful breakfast over here being provided by a black eye catering you know, premier sponsor, gileadsponsor gilead, a premier sponsor, and all other sponsors, abc, chevron behind but all the people are now starting to come into metro. and it's a beautiful day for >> it is a really beautiful day. can you tell us more about when so the 5 k is going to start at 10, 30? what would that look like? and where is that going to start? it's going to start right back here beyond those trees. and there's a great big balloon artist is a to walk on it. and that's for 1500 to 2000. people are going to start walking the walk up to >> and hollow. make a turn. come back here have a good time. we have jackie performing 12, 30. so what more can you ask for than beautiful day in the park with and clouds disappeared? can you tell us more? >> we hear that there should be some entertainment along the route as well. we do. we have drums. we have dancers. >> we have all kinds of fun stuff going on on the route. but we can tell everybody because we want to make sure they walk and see it so you're going leave t

she could not get anyone in her home state, which is a gilead state where the right wing have shut down women's access to healthcare. she had to flee to the university of michigan to go to the emergency room they are 700 miles away in order to get treatment for her ectopic pregnancy. her situation is representative of that of hundreds of cases of women like that he'll have ectopic pregnancies but cannot get treatment in their home state because of the sweeping categorical bans on abortion that have been passed. a woman in wisconsin was forced to bleed at home for more than 10 days following and incomplete miscarriage because hospital staff in her state were terrified that removing the remaining fetal tissue would violate the states abortion ban and expose them to criminal arrest and prosecution. in kansas city, one hospital imposed a new obligation for explicit pharmacist approval for the first time before they would dispense medications used to stop postpartum hemorrhaging because the same drug could also be used four abortions. now the antiabortion laws and regulations are having a sp

according to the nasdaq, names like starbucks and mondelez and booking and gilead could see weightings increase. t amy wu silverman is with us. amy, it has been a painful year if you are trading options throughout the first half. >> yeah, that's right, becky one of the stats i like to share is year to date when you look at every option sdtrategy availabl to you overweighting. you have been better off owning the s&p coming in at 15% relative the other option strategies which managed to un underperform this year >> that is disheartening if you research this and if you had done nothing and indexed it, i would have made more do you think that continues in the second half or are things shifting here? >> yeah, i would say two things about that that is interesting. the first is it hasn't stopped people from continuing to sell volatility to harvest that premium. second, this is a year-to-date number however, last year, there was out performance in option strategy i think it really is coming to a point where we don't know where the second half looks like especially with the outperformance year