they are the one name that we think about, maybe melco resorts based in hong kong, could they be theficiary of this >> reporter: melco just reported earnings today we've seen something similar in terms of loss of revenue on the earnings call the ceo and chairman lawrence ho was asked if melco stands to benefit if wynn and others can't use wechat, they said we use chinese devices. the coo said if you're not using wechat you're not communicating with your customers. all of our communication happens on wechat. if you see the way they're positioning themselves, it calls into question whether the american guys, whether he becomes somewhat of a target in any kind of retaliation when concessions come due. >> internal intrigue in the gaming business. contessa brewer, great story, thank you very much. guy, i'm told a couple of weeks ago you guys created something called the wynn-dicator. i see what you did there how does this story play into all of that? >> i didn't do it. it was our crack staff back in inglewood cliffs they're the whole engine good for them. contessa an hour ago was eating p

. >> melco seeing some upside speculation yesterday. that mgm pop was pretty nice this one is tied to mccow and we're seeing big buying in this name they were aggressively buying the september 22 calls those buyers are already being rewarded as the stock continues the move higher. i'll be in these until probably the second week of september unless it moves a lot faster in the short term second trade, it's a this week trade scott as in this friday. that is raytheon they paid about 1.20 for these calls. i'll be in these through thursday it's looking good based on today's movement and i'll give it some time >> we'll see that stock down 12% on the year. thank you. ask halftime is straight ahead you can reach our experts. you can tweet us as well we're back in two minutes. some companies still have hr stuck between employees and their data. entering data. changing data. more and more sensitive, personal data. and it doesn't just drag hr down. it drags the entire business down -- with inefficiency, errors and waste. it's ridiculous. so ridicu

we have mgm, wynn, las vegas sands and melco resorts.gm had this investment from barry diller, but broadly speaking, is this because the covid trends look a little better or the stocks got so cheap or what? >> they've hit a jackpot of good news headlines for one thing, they're about to start seeing the gates open up for tourism visas in macau already they're coming for juhai city that will be a big deal for mgm sands and the ones listed on the exchange here. domestically, you have all these casinos who reported and they're saying, we have people coming in and visiting more than they did pre-coronavirus, so even though our occupancy is capped, our players are more valuable and we've cut massive costs. they've seen profit margins improve by 200,000 basis points. you just had a deal done with el dorado and caesar's now making it the biggest competition a big yen for sports betting it just seems whatever downside there is, higher infection rates in las vegas, for instance, you just can't keep the casinos from rolling the dice and moving forw

melco is up big on the day as well mgm which has properties normally gets about a quarter of its revenue in macaw, the big news for mgm today, look at those numbers for its stock is the billion dollar 12% stake that barry dillard's iac took. paul salem told me today sports betting will be massive. they are run more online commerce business than we ever have they may have forgotten more about e commerce than we know. who could you pick, paul salem told me i would have picked barry diller draftkings and penn are apparently under pressure today, draftkings down more than 8%, perhaps more competition from mgm and iac, but also news that covid might interrupt college football season as well, scott. >> i bet -- i mean, penn is directly related, what do you think, is it the barstool deal that they have and that's why that would be reacting the way it is? >> yeah, exactly and they've pinned all their hopes on this big massive venture with barstool and sports betti betting. another major player that helps mgm and they were already well positioned to compete so bringing iac on to compete in that o

saw today is that those casinos that have properties, mgm but certainly wynn, las vegas sands and melcoch is listed here but based in hong kong, all bounced on that news today. las vegas sands up 7%. wynn up more than that sara >> yeah. a lot of the consumer discretionary names doing well today. contessa, thank you. >>> still ahead if, you're looking for closrox wipes you ma be out of luck until next year we're going to ask the ceo about the supply shortages and much more coming up on the show >>> as we head to break, a check on bonds for you >>> welcome back dow is up 357. check out shares of kodak today sinking, down about 30%. the white house says it will not proceed with the loan worth more than three quarters of a billion to produce drug ingredients unless allegations are cleared the sec is reportedly investigating the disclosure of the deal and the options granted to the company's executive chairman right before. shares down today. still up significantly since the deal was first announced i'm surprised it's not down further. i mean this is a stock that went up 1500% attracted reta