he is the president and ceo of nucor . the 50th anniversary on the new york stock exchange. it was a total force interview, take a look. >> i think what makes it just talking is that the analyst expected nothing like this in the even so ask you, how can you be so optimistic? obviously, you are optimistic because the numbers are great.. thank you for having me today. the analyst keep getting it wrong and i think it is if you think. one is the history of this industry as so captivating and it is, they're not viewing us for the value of creativity we bring to the market today. secondly, we look at our beat. $9.67 for earnings. it is an industrial company that we are continuing to grow in spaces that offer more resiliency from the traditional still making lane that we have been a part of for so long. we are optimistic because we have an amazing customer base and we are optimistic because our order book is as strong as it is ever been. that is where the results are coming from. >> i spoke with you last year, analyst are expecting you to our nine dollars for the year and you did a

freeport's having another good run and nucor and these are all commodity names here so keep an eye one boring stocks go up i love caterpillar because they're global companies and they're on a tear. ingersoll-rand on a bit of a tear ingersoll-rand has been fantastic recently caterpillar is up 10% in a couple of weeks. some of these global industrials are really back. as far as the big movers on the s&p, when amazon and tesla have a big move up the whole consumer discretionary sector gets dragged up and that's definitely happening. apple is helping had the tech sector here and nice run here. look at that, that is a five-ier l year low and you have to go back to 2017 to see intel at these levels and that's one of the big disappointments for the earnings season particularly in technology as far as the down side goes there's not much interest in buying the defensive sectors and there hasn't been for a few days and pharmaceuticals which had a great run. >> merck not doing so great, recently lilly is holding off all right and off the highs, clorox, kimberly-clark and they're not doing much,

. >>> you have nucor tonight >> yeah.ock's down so much, but look, we cannot just say, well, i guess that's the consumers these are companies, well, i guess that's the players these are coaches. >> jim, we'll see you at 6:00. >>> in the meantime, dow down 126 on this tuesday. we'll be right back. don't go anywhere. (ted) after talking and texting for years, we got married... for the family plan. (jane) and then we really expanded our family... for the wireless savings. (ted) it seemed like the responsible thing to do. (jane) and then, just yesterday, my sister told me about visible. (sister) yeah, get unlimited data for as low as $25 a month. no family needed. (vo) family plan savings without the family. get visible. single-line wireless with unlimited data for as low as $25 a month. >>> welcome back we're live at hq cme, with breaking news, the richmond fed index for the month of july expected minus 14, comes out much better, actually at zero. zero, believe it or not, is the highest level going back to april when we had

mosaic and nucor higher volatility names in materials.he flip side of the coin, which have come in lower volatility moves in the marketplace? you look at fmc and lyondell and corteva and dow and cf industries as we watch for material sectors, watch the names because the story has been volatility. i'll accepsend it back to you. >> dom chu, thank you. one month down >>> coming up, schism in the golf world dom. you were there we hhave data on how much money the pga spent on lobbying as it it tries to halt the affections of liv golf. >>> as we head to break, check out the big winners after the 11% jump in gas prices this week eqt and antero resources up double digits. "squawk box" will be right back. >> announcer: sector nomics is sponsored by sector spdr etfs. ok, let's talk about those changes to your financial plan. bill, mary? hey... it's our former broker carl. carl, say hi to nina, our schwab financial consultant. hm... i know how difficult these calls can be. not with schwab. nina made it easier to set up our financial plan. we can che