so as we progress through the end of the summer through q3 and q4, how should we look at marriott andar travel stocks >> that's interesting, victoria. business travel and the impact on hotel chains like marriott who do tend to serve much more of that business clientele >> we're seeing the same question come up with airlines, as well as when is business travel going to come back, but looking at marriott it's very similar to a lot of the other re-opening trades that people have talked about over the last six months or so and all of the growth to get them back to pre-pandemic levels was automatically priced in as soon as the economy started to open so you look at the risk reward profile on a name like marriott, and i think it gives you a little bit of pause. yes, you're seeing summer travel in back, but business travel will take a while to get there and also, i think you've got an additional obstacle here as we have the delta variant of covid-19 starting to gain some traction here and there were states i heard this morning and putting the mask back because of the covid variant. hotels ar

the 18-year-old was swimming outside of the marriott hotel when she was attacked. >> all of a sudden, it came up. i felt heaviness on my leg. and then, i look down. and i feel like i'm getting pulled. >> reporter: one witness remembers watching the croc grab her and pull her into the ocean. >> between 11:30 and midnight, they started screaming. so, me and my friends, we jumped up and we ran. >> reporter: the group watched her battling the crocodile. the teeth digging into her right shin and then left ankle. >> i was hitting him where i could. >> reporter: her mom learned about the attack over facetime. >> i see her crying and asking for help. you know, she multiple times asked for an glance. >> reporter: in a statement, marriott saying, we can confirm that appropriate signage as well as night patrolling and red flags are properly in place. but hummel said no one warned her about a possible crocodile attack. she said there was only a small warning sign, mostly in spanish, that was not lit up at night. this isn't the first crocodile attack in that area. another woman was reportedly atta

i don't see marriott as club med marriott is that something you need to do >> we are growing that businessdevelop our growth strategy i would say you listen to what guests want. our leisure guests like the way they purchase and because of our size and scale of our portfolio. >> that's an understatement. >> we didn't win every deal but rare we didn't get to step toupt plate and compete. we have seen dozens of fabulous resorts getting built we didn't even get a chance to compete we've seen a rapid growth and our guests love it >> if i'm booking a place, i just say use my marriott rewards here and they always are >> that's the right answer >> you have more than anyone right now? >> that's a good question. we are happy with our portfolio. we have 30 and we are happy to keep adding on >> "squawk box" will be right back s take a different turn? i wanted to help protect myself. my doctor recommended eliquis. eliquis is proven to treat and help prevent another dvt or pe blood clot. almost 98 percent of patients on eliquis didn't experience another. ...and eliquis has significantly less major bleed

. >> i've felt heaviness >> reporter: she is recovering said that this happened at the marriott resort where they were staying, sarah laney, a vacationer from st. louis heard what happened. >> they started to scream, so me and my friends, you know, we jumped up and we ran . >> they saw her battling with the animal. >> i was hitting him wherever he could, eventually they were able to free her and carry her away from shore, her mother learned about the attack over facetime. >> i saw her crying and asking for help. she multiple times as for an ambulance. >> when she eventually got to the hospital they demanded thousands of dowsers before treatment. in the statement, a spokes person from marriott confirmed the attack and said that the safety and security of our guests are out purdy, and appropriate signage and red flags are properly in place, they said that nobody at the property warned them to be careful, they have not seen the warning sign that was an anothe attacked on that same beach in 2018, tn and her mother hope that there story serves as a warning to others. >> a week later she is

. >> i've felt heaviness >> reporter: she is recovering said that this happened at the marriott resort where they were staying, sarah laney, a vacationer from st. louis heard what happened. >> they started to scream, so me and my friends, you know, we jumped up and we ran . >> they saw her battling with the animal. >> i was hitting him wherever he could, eventually they were able to free her and carry her away from shore, her mother learned about the attack over facetime. >> i saw her crying and asking for help. she multiple times as for an ambulance. >> when she eventually got to the hospital they demanded thousands of dowsers before treatment. in the statement, a spokes person from marriott confirmed the attack and said that the safety and security of our guests are out purdy, and appropriate signage and red flags are properly in place, they said that nobody at the property warned them to be careful, they have not seen the warning sign that was in spanish, another woman was attacked on that same beach in 2018, tn and her mother hope that there story serves as a warning to others. >>

anthony capuano is the marriott ceo and his had the toughest task of management of any corporate officer filling the shoes of the great aaron sorensen. i will go to cornell hotel and aaron sorensen, life is service. how you manage this tough task? anthony: thanks for having me. great to be back in person. i had good fortune of working with him for a quarter of a century. the easiest way to manage the grief the marriott family has experienced is to honor his legacy by continuing all of great work he had done and continuing down the path yet set forth for us. tom: cornell hotel did not have a course, pandemic 11. anthony: they may now. what have you learned? anthony: i have learned how valuable our culture is, how resilient our people are. much people miss travel. i have learned how responsive we need to be to these crises. we had to not only stabilize the balance sheet in a matter of weeks, but rollout all new operating and cleanliness protocols in 133 countries around the world in a matter of weeks. lisa: how difficult is it to hire enough personnel to meet the incredible demand of peopl

mandelez, marriott vacations, and under armour under armour has impressive longer term margin capitol one is a topic in financials with the firm saying it offers a solid return and superior upside versus its peers. for the rest of the list head to cnbc.com/pro kelly will get the full note and list back over to you. >> thank you very much, dom chu. >>> up next, could growing fears around the delta variant hurt travel stocks just as things were returning to normal plus if the travel stocks fall, what does that mean for leisure groups like casinos. vegas saw its best gaming revenue ever in may. he'll join us next to weigh in dr. arnold t petsworth had an influx of new patients. so he used his american express business card, which offers spending power built for his business needs, to furnish a new exam room. the doctor will see you now. get the card built for business. by american express. [swords clashing] - had enough? - no... arthritis. here. new aspercreme arthritis. full prescription-strength? reduces inflammation? thank the gods. don't thank them too soon. kick pain in the aspercre

. >> the attack happened at the marriott resort where kiana hum mel was staying. a group of people helped free her from the crocodile's grip and carried her away from shore. >> between 11:45 and midnight they started screaming and so me and my friends, you know, we just jumped up and we ran. >> i see her crying and just asking for help. multiple times asked for an ambulance. >> a spokesperson for marriott says there is signage but kiana says she didn't see the sign which was small, in spanish and not lit up at night. doctors say she'll have a full recovery. >>> ufos, do they exist or do they not? a harvard professor is leading a new international research team in an effort to find out. they'll search for a record of alien civilizations and whether clues have been left behind through technology they've created. the project will piggy back on a recent report by the federal government. it says humans can no longer ignore the possibility of other civilizations. >> next generation of apple iphone may be easier to keep pristine. apple wants to build its pro model of the

the family says marriott should have done more to warn guests about the potential threat of crocodilest contacted or did anything to try to help us. >> reporter: marriott released a statement to abc news saying, quote, we are aware of the incident and we can confirm that appropriate signage as well as night patrolling and red flags were and are properly in place. we encourage all guests to be vigilant for their safety. this map shows the river and a croc viewing area that feeds into the ocean. likely where the crocodile came from. >> so my guess is this was an american crocodile, again not terribly uncommon in the area, but it is uncommon to have an attack on a human. they're looking for food, and if there's river access to the ocean or beach, that's an easy way for a crocodile to be found on the beach. >> reporter: overnight at the resort we saw white chains blocking entrances to the beach and had laminated signs that read, for your safety night access to the beach is prohibited. this morning, hummel is still recovering from those serious injuries and, guys, once again she is so thank

you have hotels, marriott bonvoy.st real estate owners like black stone, avalon, starwood, all the groups you rent at to create the first loyalty alliance and make this possible. and then mastercard came on board as well. so there's no catch. rent has been the single largest expense for americans for so long and neglected because everybody has been so focused on airlines and hotels. the first time renting actually can earn you points and get you that free trip for a path to homeownership. it's really exciting especially coming from covid. i know everyone wants to get back on the road and build their credit. knowing your single largest expense can do that for you for free will be an exciting moment as you head into the summer. >> charles: it's a brilliant idea. no doubt ant it. glad you mentioned the wall street firms. there's been some anxiety about all of the apartments that they've been buying, this is a way of maybe giving back. i want to real quick -- you're like a silicon valley wonder con. you've done well. you'

romaine: i spoke a little bit a couple months ago with the ceo of marriott.e talked about this idea that the automation they did during the pandemic of the check-in process and requesting cleaning of your room. that stuff was basically here to stay paired they are a huge company that has the ability to make that shift using their own money. there are a lot of smaller hotel chains and boutique hotels that need help doing this. what type of effort are you seeing on their part to move towards an automated process post-pandemic echo -- pandemic? >> the multitude of systems they use that are not necessarily communicating with each other. you have us -- all these systems and then you have different property management systems. and then he had the payment which is the third layer on the side and only considered the backhand. we are able to help them with moving payments to the front end and with that unified check and experience, or booking experience regardless of systems they use. for instance, somebody wants to create a custom booking to combine room bookings, an

. >> attack happened at the marriott resort where the 18-year-old was staying. a group of people helped free her from the crocodile's grip and carried her away from shore. >> near 11:45 and mid night they started screaming me and my friends, we know we jumped up and we ran -- >> i see her crying and just asking for help, you know, she multiple times asked for an ambulance. >>> a spokesperson for marriott says there is signage, night patrols and red flags. the girl says she didn't see the sign which she says was small and mostly in spanish and not lit up at night. she is expected to undergo a second surgery and doctors say she will make a full recovery. >> my goodness. >>> ufos, do they exist? a harvard researchers and leading the effort to through technology they've created in space. it says that humans can no longer ignore the possibility of other civilizations. >>> speaking of out of this world, a new york city restaurant is serving the most expensive french fries on earth. they are $200 a plate. i'm looking at them. >> mm-hmm. what is it? >> a guinness of all

. >> reporter: the 18-year-old now recovering says this happened at the marriott resort where they wereaying. sarah laney, a vacation from st. louis, was nearby on the beach and heard what happened. >> before 11:45 and midnight, they started screaming. me and my friends jumped up and ran. >> reporter: they saw kiana battling with the animal. >> i was kid wherever i could. >> reporter: eventually they were able to free kiana from the crocodile's grip and carry her to shore. her mother learned of the attack on facetiming. >> she was crying and asking for help. multiple times she asked for an ambulance. >> reporter: her mother said they demanded thousands of dollars for treatment. in a statement, a six person confirmed crocodile attack and said the safety and security of our guests and associates are our top priority and we can confirm that appropriate signage as well as night patrolling and red flags are properly in place. kiana and sarah say nobody at the property warned them to be careful. neither had seen the warning sign, which was small, in spanish, and not lit up at night. according

monday kicks off the second-biggest week of earnings with names like marriott and eli lilly set to report. they are eyeing one name in the space. medicine, carter, kick it off. >> reporter: well, that's right. i mean a big week and a big weak for healthcare, moderna, and amgen, amgen the old time technical doesn't ac well. let's look at a few tables and charts the first table, one week performance. we know healthcare you see here beats the market on the week and amgen, a big healthcare name well below both the market and the sector look at the next table again, leading the way is the healthcare sector, above the s&p. there is andrew bringing up the rear next table, same picture you've got the healthcare sector up over the past three months, 8% the market is up only gen down. over the past 12 months, the sect roar is up some 2004/25%. one or two charts, that is it. the first is a two panel on top, amgen, on the bottom, relative performance to the xlv to the sector. we are now breaking down to new three and four-year relative lows and then finally, the amgen chart, itself. we are hovering,

the fact it was on one end -- >> marriott says the safety and security of our guests and associates arepriority. and we confirm appropriate signage were and are properly in place. pummel disagrees. she says medical professionals in mexico demanded payment before treating her wounds. >> majority of our injuries are muffled and nerve damages at this point. i did have one surgery. >> a friend set up a gofundme. pqts what does it mean for you? we're back in 60 seconds with that new mask guidance from the cdc and the bay area county not following suit. >>> and i'm chief meteorologist. quite a bit of heat inland but i'll show you what i mean about a cooler system coming up. >>> and the legendary judo program tries to keep his olympic dream alive. >>> well, back to wearing masks. the centers for disease control is once again recommending everyone return to wearing masks indoors, even if you're fully vaccinated. it's worth noteing it applies specifically to areas with substantial to high transmission rates and most are in the substantial category. all but one bay area county recommended a retur

oh, sans health policy advisor and marriott told us he's going underground that vaccine nationalism is a major problem. you know, we need another 1000000000 and i am the g off adult actually less than a 1000000000 in donations with no edge. and in terms of when they say nations are going to be made. and the reality is that donation, we're picking up the bass and we need it now because we are seeing the brakes rising from the country, but they're not going to be crisis to be back. we actually need the g 7 countries to box the listing of patients on these things, the science and know how can be shed throughout the world. we can get more qualified manufacturers, making them run production. that the only way that we're going to get to make everybody and we haven't seen a stream back in the quality that's not only live the risk in many of the poorest countries in the world, but is actually continuing to be a threat for all of the not fighting is intensifying in afghanistan as the taliban makes major territorial gains. officials say that over the weekend, local security forces repelled an as

the lines knock, sam's health policy advisor and marriott. and i thank so much for coming on. what is the people's vaccine alliance? so we see johnson every day tell the nation here that we have one of the best vaccine rollers in the world. the people that seen the global movement, a global campaign of organizations, individuals with chapters all over the world and supported by many current president prime ministers as well as former needed a nobel laureate. i'm basically what the people back in is the last scene that's available to everybody on the planet, free of charge, and the accent is according to need and not ability to pay. and what we have is the absolute opposite of that right now. we have seen an extreme back being inequality that not only lives at risk in many of the poorest countries in the world, but is actually continuing to be a threat for all of us. because we know that unless we get back to everyone, unless everyone is protected, then none of us to say, well, i know china is administered at least a 1000000000 vaccines. i mean what you just said that that's ex

but the good news is marriott marquee will be back in a moment from london, the news center, with another full bulletin. so they, with us here on our just iraq. ah, news news, news talk to al jazeera. we'll roll. did you want the un to take and who's stopped you? we listen. you see the whole infrastructure and being totally destroyed. we meet with global news makers and talk about the stories that matter on our sierra. can an image represent a truth or merely mimic the perception of the beholder behind the camera? preconceptions one sided imagery, reclaiming narrative, and the trauma of colonialist ation and the lingering legacy delicately addressed as a weapon, filmmaker in the democratic republic of congo, i don't know, may not have a witness documentary on al jazeera, but it's the case. biggest hospital with eventual capacity for 4000 covet 19 patients built inside a london conference center. it took just 9 days to construct with the help of army engineers dramatically expanding the critical care bed count and other similar sites are under way the actual london numbers could be much hi

they are excited to get america back to work and to support marriott and hotels and retailers like nordstrom and others as supply chain gets disrupted and we are here to serve them >> work wise is a platform that places and trains workers. they just raised $300 million. better marketplace and has that training edge. how do you compete with them >> i spent a bit of time with that founder there he's actually quite impressive they got started in the oil field services. >> i mentioned massive opportunities and i mentioned key investments. i think rising tides will be a long time before those two types of companies will end up competing with juan another. >> samir, quick question for you. with a need for labor, how did that come about? >> we support a variety of hospital businesses. >> he heard about us he was so excited about the ability to fill positions quickly. he said it is great to have tillman on board with a lot of great hospitality brands and shows the leadership program we have in building this work for the industrial sector as well. >> let's broaden this out. >> there is a lot going on

great victories are stressed with marriott miller, land slide miller meeks we call her today.a round of applause, this is great, it's a winning agenda, an agenda that will unite our movement and went back america. why am i so confident? a couple of reasons and then i will let you get to your evening. first, we have seen this before. okay? i was in the congress, marilyn already told you that, i served in congress 12 years, it seemed longer but i was there in 2010. let me describe it to you if some of you are too young to remember. 2010 we had a new democrat administration the white house that the media was fawning over regular basis. we had democrat majority in the united states senate and nancy pelosi was speaker of the house. republicans we thought if we came together around apologetically conservative agenda to the american people we could went back to the house of election day november 2010. we won 63 seats in the united states house of representatives see nancy pelosi 190 senate two years later in the white house two years after that and we are going to do it again in the

. >> i know travel executives like yourself and marriott and expedia have been pushing the biden administration international restrictions when the delta variant is spreading is that wise >> it is wise. we can handle this the numbers are small. i'm not trying to minimize it. we have to bring back international. that is 41% of the $1.7 trillion travel budget. if we don't get travel back, that is $90 billion we lose per year uk, eu and canada alone will lose $1.5 billion a week and 10,000 jobs. we have to bring it back we can bring it back smartly let's watch the science and be smart. we have to bring it back or the economy can never come back. >> from the timeline, you are involved in the discussions around travel with the biden administration and some of the biggest companies here in the u.s. it was expected that rest restrictions would ease in may here we are in july. what are you expecting by the end of summer? could we see international restrictions lift? >> we certainly hope so. we thought there would be an announcement at the g7 that is when the delta variant came up in the uk. boris johns

. >>> speaking of travel, tune into "squawk box" for an interview with marriott's ceo at 7:45 a.m tonyuano >>> spotify betting millions on the future of the podcast market and one analyst is bullish on the stock. we will speak to that analyst, next. >>> and now the latest from trading nation.cnbc.com and a word from our sponsor. >>>there's a classic investmen thesis called the dow theory it says the transportation stocks can either confirm or deny a broader market trend. but it's important to remember the transports can be sensitive to changes in oil prices and other market influences. so don't rely exclusively on this theory when making an investment decision. i'm randy frederick and schwab is the better place for traders. that building you're trying to buy, - you should ten-x it. - ten-x it? ten-x is the world's largest online commercial real estate exchange. you see it. you want it. you ten-x it. it's that fast. if i could, i'd ten-x everything. like... uh... these salads. or these sandwiches... ten-x does the same thing, but with buildings. sweet. oh no, he wasn't... oh, actually..

the atlanta marriott executive order requiring mask in public places.mi dade requiring mask and all county buildings. the vaccine is currently under emergency authorization use. cover formal is also calling on the fda to approve it to get states more legal standing to mandate it. >> thank you. >> and breaking tonight, disney world in florida is going to require masks for all guests indoors regardless of vaccination status of you are your party. that's includes masking will going on any of the attractions. they declared a local emergency due to a rise of people testing positive for covid. along the southern border there are reports that many illegal immigrants who have tested positive for the virus are simply being affected areas where they can interact with th general public. here is the correspondent from texas tonight. >> in texas a pound of about 4500 residents, city officials say that the border thomas experienced migrant searches before. this time there is a significan difference. >> now i'm told the police environment, that these people were here

. >> reporter: she is now recovering and said happened at the marriott resort where they were stayingas nearby and heard it happen.>> they started screaming around 11:45 pm. we jumped up and ran. >> reporter: they saw her battling with the animal. >> i was sitting him wherever i could. >> reporter: they were able to free her and cure her way. her mother learned about the attack over face time. >> i see her crying and asking for help. she asked for an ambulance. >> reporter: when she got to the hospital they demanded thousands of dollars before treatment. in a statement a spokesperson confirmed the attack and said, the safety and security of our guest and associates is our top priority and we can confirm that appropriate signage as well as red flags of probably in place. but they say no one at the property warns them to be careful and neither had seen the sign, which was not lit up at night. another woman was attacked on the same beach in 2018. they hope that the story serves to a warning to others. >> reporter: she is still here at marin general, where she will undergo a second surger

this month she was celebrating high school graduation at the marriott. and that's when a 12-foot crocodile bit her leg and then dragged her into the ocean. she said others came to her rescue. >> i ended up feeling this tight sensation on my leg and getting pulled and i looked down and i see the nostrils and the teeth and first thing is trying to hit it. >> can you imagine how frightening? >> i know. >> the hotel says signs are posted warning people to avoid the areas especially at night when crocodiles are more common. >> not what you would expect on the vacation. >> no. >> looking down seeing the nostrils. >>> 6:14. the rush is on to buy back to school supplies why next on "today in the bay" the all new weren'ting to know about to send your kids back to the classroom. >>> and buy coffee. starbucks said the sales from grande to venti. dow industrials looking to gain on the open. big fed meeting today. >>> first olympic coverage continues on line. the "today" show sharing online. follow us. see more behind the scenes shots and we'll be back with more news

ed bastian marriott's ceo tony capuano, brian moynihan, michael santomassimo and cathie wood as wellhief something officers coming up all day long. must-watch interviews all day. keep it right here on cnbc. >>> a few of the analyst calls of note this morning apple added to goldman's analyst focus list as a growth idea. among the kcatalyst, the iphone 12 upgrade cycle the firm has an overweight rating with a $175 target price. >>> meantime, goldman is initiating coverage of the apparel and brands sector with a buy rating on lululemon, yeti, levi strauss they say the post covid recovery period has been supportive for apparel and brands continues small growth and margin expansion one word of caution. the note notes the sector has outperformed the s&p so far this year investors should stay selective on certain stock names. >>> coming up on the show, investors gearing up for big bank earnings as john nagerian if you have not already done so, follow our podcast if you miss "worldwide exchange" check us out on apple, spotify or your podcast platform of 'lbece wel right back here on "worldwi

this month she was celebrating high school graduation at the marriott. and that's when a 12-foot crocodile bit her leg and then dragged her into the ocean. sh this tight senation on my leg and i looked see the nostrils and the teeth and first thing is trying to hit it. >> the hotel says signs are posted warning people to avoid the areas especially at night when crocodiles are more common. >> scary but she is able to talk about that. >> frightening. >>> coming up, power lines and fire risk. our response team is digging deep into what you need to know enters the worst part of the fire season. what you should be watching for to protect your home. >>> starbucks is selling a lot of coffee. >>> can a beer a day keep the doctor away? you may find yourself toasting to a new study. this guy here is busy working on our state's recovery. you see he lives in california and by vacationing in california he's supporting our businesses and communities. which means every fruity skewer is like another sweet nail in the rebuilding of our economy. hammer away craftsman. cal

we talked about a lot of names tied to the opening reporting next week, talking about marriott, about expedia, bookings holdings. what's more important, their earnings or their guidance >> yeah, i do think it is their guidance, their visibility, anything with regards to covid, delta variants anything like that i do think we are seeing travel -- it is recovering maybe it pauses because of delta but in the bick pi big picture s on the rise. in terms of companies i want to own it's not only this team because all the names you mentioned will benefit from travel and will reopen but i want to have internal companies, things are going on that the companies are doing. so expedia, for one, i own it's up 23%. it's had a nice run. i think there's more to go they do have a cost cutting program. that should help margins margins can go from the upper teens to 24% to 26% that will create operating leverage. when you have higher margins and lower costs you get free cash flow they could generate something like $2.5 billion to $3 billion in free cash flow and might increase the dividend, even a buyback

the reason is because the kind of people who are going to spend money at marriott or a jw marriott resorte having these really bad outbreaks quite frankly are not the consumers that many of these companies are relying on to buy a first class plane ticket, for example. that's what's going on i don't think it's a good thing. i hope more people get vaccinated we don't have these clusters but the stock market is not sentimental. it doesn't care about that distinction. it just says, okay, most of the customers are not going to be affected therefore, travel should be fine and i want to stick with these stocks and that's what i think we're seeing here. and it's sad but true. >> still, airlines are 18% off recent highs but i take you point. less than 1% from all-time highs. netflix, shares rnd pressure after weaker than expected subscriber growth forecast julia boorstin with the details. >> that's right. netflix's q2 subscriber numbers did exceed dampened guidance but the outlook for third quarter subscriber growth fell far short of expectations. that putting pressure on the stock driving it down

>> what you're seeing in the hotel industry, companies like marriott, wyndham, they're my two favoriteeisure travel hears come back. you have bidding wars in the hamptons for hotel rooms. you have mediocre hotels renting rooms for exorbitant prices but the business travel hears yet to return. you had a lot of companies that put off business travel in the tens of billions of dollars that put off during covid that now need to spend those budgets. what i'm seeing being in the hotel industry my seven what i'm seeing i'm seeing bookings going out 2021, 2022, of pretty significance relevance because some of these conferences, some of these business meetings that were, were put off for two years, now they're combining. there is going to be a big expenditure from corporate america. liz: they have a great year-over-year picture. big picture on netflix. i know you've been a bull on netflix. did you buy ahead of the bell yesterday? people expect the them not to do well on subs and sure enough the stock is moving lower? >> fact that the subscriptions were not good shouldn't surprise everybody. las

we spoke with marriott's chief executive officer this week. he said we are monitoring it. basically, it won't affect us that much. really? [laughter] jonathan: is this a corporation usa, or is it beijing? kailey: waiting to see what, if anything, we get from beijing because this just continues to be a ramping up of tensions and rhetoric, of shots back and forth across the bow. i question whether or not the biden administration means them to change their behavior because of this, or if this is just sending a signal to beijing that we are monitoring your behavior in hong kong. jonathan: we will head down to washington in just a moment. your equity market set up as follows coming into friday. futures looks like this. equity futures up seven, advancing almost 0.2%, portugal -- 0.2%, approaching 4360. euro-dollar just about holding on to $1.18. lisa: i'm watching the euro weaken versus the dollar, and i am ready to go degrees. coming up in about 90 minutes, 8:30 am, u.s. june retail sales. how much of a transition to experiences from buying goods? how much do we see the bleed t

i think you need to be really careful with lumping those together you have marriott that over the pasthed costs, integrated starwood, kept its debt flat. and then delta who has increased since the pandemic, increased their long-term death from $8 billion to $27 billion be careful with lumping those together but i think they will break out as the second and third quarter numbers start to come in and you see how good those earnings are in 2023, we thinkmarriott coul get to $10 a share, which puts them at a 14 times multiple. >>> before we break, i want to tell you about krispy kreme just started trading. and it is trading lower by about 2% first trade, 1630. the opening price, i guess was 17 if i'm seeing the screen right there. so right now, first trade, $16.30 that is down 2%. hold the doughnuts > natresexon "halftime. memorable as eating turkey hill chocolate chip cookie dough creamy premium ice cream and chasing fireflies. don't worry about me. i'm fine. you can't beat turkey hill memories. >>> missed a show, don't sweat it the "halftime report" now has a podcast. call of the day unu

the xlc, the comp comp services one reason number two, i want to be part of reopen trade i sold marriott made good money. didn't want to get out completepy it's a reopening, restructuring, cost cutting and bary diller halo as the chairman i like the reopen stories travel and leisure too. emerson is a hidden energy play, lagging other industrials. they have new a management team. making asset sales, doing m&a at the same time. 15 billion in free cash flow and nice dividend. and they have a technology component too in process automation totally overlooked in my mind. and mcdonald's has done a great job in the closure because they simplified the men ewe but good growth for the reopen, drive through, indigent, in terms of delivery pb now 75% of systemwide sales there is a lot of ways to win. a bit more defensive but they represent diversification. >> slb, a great gain in now is the time to take some off the table in. >> yeah, i'm still overth. i like what they are doing just a month ago they raised guidance up 130% when i first started buying and i put it into emerson because that's the hidd

money and who is going to come in and we're staying in the nicest hotel is a beautiful courtyard marriott. if you're used to the ritz, what are you going to do? they may think they have to build something like that if this takes off and then they have to chopper people in. again, you're talking about the world's wealthiest people right now. chopper them in from albuquerque. they've got a big two-mile runway here. it's beautiful. and that might be the ultimate plan. they are actually talking about the billionaires combining this vacation with maybe i'll go skiing over the weekend and maybe i'll fly there as well. >> i tell you, such issues to have to deal with. let me ask you, tom, you know, watching this we watched start to finish unity 22 get boarded by everybody, get up to space, turn around and come back. it was short. so i'm thinking this hotel plan if you have your own private jet and fly in in the morning, head up to space and get on home for dinner it would seem unless the plans are for longer flights. do you know what that's about if they've made plans on how long the duration wil

the usual reopening names, the cruise lines, the airline companies, the hotel companies like marriott and the restaurants. they're all notably weaker as well then we have the energy companies. remember, we also have a deal with opec going on so oil was weaker and, regardless, would have been down but those high names like marathon down 5% or 6% global industrial names that have benefited from the reopening story are also weak. the general electrics, the boeings, and the honeywell, of course, a major dow component as well and at 1.1%, 1 is.2%, the earnings have been terrific. regional banks down 3% or 4% interestingly mega cap tech holding up comparatively well. we even had positive territory for nvidia and other names out there. the bottom line is i think that the big cap growth names, people believe those are going to do well regardless of how the strains of the covid variant works out. major indices, keep an eye on this the markets have been concerned about peak everything for a while and some of the big names out there, the mid cap stocks, the russell 2000, they peaked a while ago.

the earnings parade continues with the reopening trade in focus this week we'll get reports from marriott and hyatt hotels, tripadviser, expedia and booking holdings and investors will place their bets as draft kings, mgm resorts and cedars entertainment release results. auto makers gm and toyota will also give results. lyft and uber also out with earnings lyft bounding double digits this year while uber is down nearly 10%. we'll see about the vaccine on thursday and virgin galactic reports just weeks after sir richard branson went to space. shares are up 33% over the past three months construction spending is out on monday amid volatile lumber prices and july's jobs report closes out the week inflation spots will bkeing e ep a close eye on wage increases. that's your friday fast forward. there's an america we build and one we explore. one that's been paved and one that's forever wild. but freedom means you don't have to choose just one adventure. you get both. introducing the wildly civilized all-new 3-row jeep grand cherokee l usaa is made for the safe pilots. introducing the wildly civ

with names that do well like boeing, southwest, some of those names we know will benefit like a marriott. there is still the opportunity to double down and make money in the long run. charles: i hope you're right. my subscribers are getting shellacs in southwest. go back to gary, change the subject, you can answer too, phil, the way earnings missed, the street can't get it right. boeing makes 43 cents a share. the street said they would lose 80 cents. i can't you know score how different that is. i just don't know what is going on. this might be one of the reasons we get these odd reactions from earnings. i don't know what happened to wall street research? how i'm they're missing by this much, firm. >> it is irrelevant. this is the other side of the pandemic. like last year we didn't have any idea what the data meant. this year doesn't matter. 60% earnings growth,0% earnings growth. it is ridiculous. there is 100% earnings growth, that is potential in third quarter. there is no analyst that can predict this. as this unusual data is winding we need these ridiculous numbers to justify stoc

travel doing better, leisure doing better, marriott, okay, that is travel let's put it all together.nt is not worrying people as much as it was monday. >> so on monday everybody was very concerned on wednesday not concerned >> not as concerned. >> okay. and the canard of the j&j vaccine may be less effective against delta, i'm telling you -- >> you question that >> i think test less effective against delta airlines. >> you question the science behind that. >> yes, i do no, the flawed science. >> there are any number of things we haven't measured yet or at least measured enough, scott gottlieb will tell you we don't know, for example, if you've been double vaccinated but you have a breakthrough and you get covid, which by the way then you're very unlikely to get particularly sick, but are you contagious we don't know that either. >> that's the problem, you are probably contagious. you have many athletes, david, who have no idea they have covid and are playing at peak potential. do you think that's the way it was before vaccination >> no. >> that's my point. >> not at all. >> and i thi

. >>> as we head to break, the biggest laggards on the nasdaq 100 marriott, down 5.4%.ed from the reopening, selling off today with the rise of the delta variant as an increasing concern among investors. we'll beig bk. ayitus rhtac - [announcer] at southern new hampshire university, we never stop celebrating our students. from day one to graduation to your dream job, that's why we're keeping your tuition low for the 10th year in a row. - [student] the affordability and the quality of education, it can be enough to change your life. - [announcer] as a nonprofit university, we believe in making college more affordable for everyone. - southern new hampshire university, it was just amazing experience. - [announcer] find your degree at snhu.edu. do you have a life insurance policy you no longer need? now you can sell your policy, even a term policy, for an immediate cash payment. we thought we had planned carefully for our retirement. but we quickly realized that we needed a way to supplement our income. if you have one hundred thousand dollars or more of life insurance you

and the nasdaq winners, walgreens, yes, tesla ahead of their earnings after the bell, intel and marriotte winners on the nasdaq. let's take a look at zoom if we can. the video people, bank of america say they're a top pick. they say that zoom's latest acquisition will help them remain player in enterprise software in the years ahead. that's up, stock is up nicely as is 599, up 1.25 president. show me krispy kreme. jpmorgan says they're overweight. [laughter] no, that's not a joke. it's actually an analysis of the stock. they see they see a potential 13% rise ahead. krispy kreme, overweight. come on, you've got to laugh. all right, a check of the big board, slightly lower. the dow -- ooh, hello, we've turned it around. is that right? up 17 points at 35,074. turned into an even smaller loss, right on the water mark, if you like, on the dow. that take a look at the 10 is-year. now that's turns around a little bit, tiny, up .4 basis points to 1.28 on the treasury. check gold. any flight to safety for gold? no, essentially flat at $1806. and bitcoin, we know rumors, speculation, if you like,

the welcoming event includes a ribbon cutting ceremony performances by marriott gs tiller, honky seen lying dancers and the african drum circle by sun drummers of the united africa ensemble, a native american blessing ceremony. please join us for the celebration. we help the public can enjoy our renowned open spaces this summer. in the southern waterfront we want to welcome people to haran's head park. it is 13 acres of open space along the port's most southern is loved by many. the secret on the part is out, it is a spectacular part. it provides a space for kayaking, picnicking and general connection to the bay and our waterfront historical past. port land is perfect for summer months. waterfront park projects are seeing milestones as the summer. mission rock is led by the san francisco giants and tishman inspired and it will create thousands of new affordable homes and 8 acres of open space. we will hit some milestones this summer with the ongoing construction of phase one utility installations, new streets and sidewalks and the commencement of work on the new 5-acre china basin par

marriott may be a bit of sea breeze tickling as well.— tickling as well.tell us all about it. well they have sea breeze tickling them? i it is not a sea breeze, but there will be a breeze. that will be the biggest challenge they have got in the next few days. a beautiful sunrise on the 18th but it's the breeze coming in from the north which is the biggest challenge on the coast through this week and into these weekend but increasing amounts of sunshine and strong sunshine and it gives a flavour of what most of us can expect the next few days with a lot of sunshine for the vast majority there will be some exceptions and overall it will be turning warmer, if not hotter across many spots and that starts today because we have high pressure moving its way in. it's not with as yet, fully and these whether france brought some cloud far west of scotland —— scotland and elsewhere are a sunny start to thursday and it is saints within the state, of course. and we have the breeze blowing down which will bring more cloud later more cloud developing across england and w