year or so, so that will continue. >> what about raytheon >> raytheon, if you look at the sin synergieshey should be able to deliver, and tensions with china is accelerating, but it will be interesting to see if they can deliver quickly enough for investors in the next couple months >> steve, you go first >> i mentioned the call of ts of united rentals >> biggest sucker trade. i'm waiting for a bigger sucker to take me out of the rest >> what's your final trade >> haemonetics, about a $5 billion cap leader recovering in volume trends. >> okay. john >> ironwood, it's a $1.6 billion play in the gastrointestinal space. >> and the last but not least final trade. >> united rentals are taking from local distributors and they have a great share business. >> have a great day. kelly evans takes over now >> thank you, scott. the nasdaq is hitting fresh all-time highs with the s&p at 25% now since mid-march. with realtors having a field day, is this market topping out? >>> investor baron elon musk saying tesla will top an all-time high. will he be right

. >> vic in long beach, california raytheon can i get your thoughts. >> couple of thoughts here thiskind of a chicken way to play boeing. if you're noticing what's going on with boeing, it's rallying because they may get the 737 max up in the air tonight. now raytheon supplies jet eng e engin engines, all sorts of things the other good thing to think about, this kwaert, the second quarter is the first quarter since the merger with united technologies after they report that quarter, analysts will sink their teeth into what it means and what the earning power of the company is. i think they will be pleasantly surprised. this is a good time to buy it. >> shannon from norm in wisconsin. dell seems to have found traction and momentum. is it worth to it buy more shares now >> well, it's all about vm wear. it's about a third of their operating propere ining profits. the gains are as a result of that position. there's talks about a spin off i don't think it's in dell's best interest. if you're patient, you could see the realization of this discount over the course of time but it might take a

boeing and raytheon leading the dow. s&p up 2.7%. nasdaq up nearly 2, near session highs on allf os 'lbeight back. a grandfather o. a newlywed... a guy who just got into college... that's why behind these masks, johnson & johnson scientists are working to accelerate development of a covid-19 vaccine, drawing on decades of experience responding to public health emergencies like ebola and hiv. for the life behind every mask, the clock never stops and neither do we. ever something's gone mogotten into the office.m, i hear you. feels like there's no barriers between departments now. do you think everyone appreciates it? i do. huh... forgot my glasses. serivcenow. the smarter way to workflow. >>> protesters are in the streets for an 11th day of demonstrations which have taken place in 50 states and several countries around the world joining us to discuss, david thomas, president of morehouse college, the only historically black college for men. thank you for being with us. >> well, thank you for having me great to have you. i want to star

. >> a smart cyclical, okay, is something like raytheon.ed to the aerospace industry. as boeing comes back and it eventually will, raytheon as a supplier will benefit and the last time i looked, every corner of the planet was a geopolitical hot spot. i don't think defense spending is going down any time soon. charles: the american consumer, three-quarters of the economy, anywhere from 69% to 75%, really has led the way in bringing this economy back. are you confident the american consumer is still going to be there for the second half? anything special have to happen for consumer to continue to spend? >> the consumer will probably continue to spend. you are seeing it when i go to the store. you are obviously seeing it in amazon. consumer spending, they are just spending differently and are frequently -- frequenting different places to buy those goods. my challenge for me is within that area is close proximity business. that's going to be a challenge because even if you have a business model that can survive that, less customers during the c

intraday high at one point on friday the dow alone surged by more than $900.00 points boeing and raytheon technologies contributed highly to those positive gains as well as those unemployment numbers finally finishing up in toronto where the t.s.o.'s also for the week all markets in the green this is following a similar trend on u.s. job numbers and oil prices seeing their 3 month highs and that is your global market walk. time now for a quick break but stay here because when we return protests continue after george george death exposing race relations worldwide artie's rick sanchez. and so i discussed and i asked him why well as we go to break here are the numbers up above . the rest. of. the spiral downwards depending on who you believe in the media the civil unrest in america is the result of systematic racism this explains protest and writing but does it the commanding heights controlling the financial system media and the business world are those to admit it it's the economy stupid for them to raise all these. odd note no crowd. no shots no. actual news the belt law. was struck no 1s

intraday high at one point on friday the dow alone surged by more than $900.00 points boeing and raytheon technologies contributed highly to those positive gains as well as those unemployment numbers finally finishing up in toronto where the t.s.o.'s also for the week all markets in the green this is following a similar trend on u.s. job numbers and oil prices seeing their 3 month highs and that is your global market walk. time now for a quick break but stay here because when we return protests continue after george george floyd death exposing race relations worldwide artie's rick sanchez. joins us and i asked him why well as we go to break here are the numbers up above. is your media a reflection of reality. in the world transformed. what will make you feel safer. tyson nation will community. are you going the right way or are you being led so. direct. what is true what is faith. in the world corrupted you need to descend. to join us in the depths. for a mate in the shallows. you cannot be bold with the yeah you like. 6 guys or financial survival guide. when customers go by to reduce the

time intraday high at one point on friday the dow alone surged by more than 900 points boeing and raytheon technologies contributed highly to those positive gains as well as those unemployment numbers finally finishing up in toronto where the t.s.o.'s also for the week all markets in the green this is following a similar trend on u.s. job numbers and oil prices seeing their 3 month highs and that is your global market walk. time now for a quick break but stay here because when we return protests continue after george george death exposing race relations worldwide artie's rick sanchez. joins us and asks why well as we got a break here are the numbers up about. 54 jets and more than 1300 military personnel are headed to air force base in alaska where is that to say come on i'll show you what's the reason for any type of enhanced u.s. military presence in this area rush up. what is it suddenly about the south china sea that makes it so that it 11000000000 barrels of oil if you take a look at this map who really owns what kind of says no it belongs to us india says no we claim that that belong

intraday high at one point on friday the dow alone surged by more than $900.00 points boeing and raytheon technologies contributed highly to those positive gains as well as those unemployment numbers finally finishing up in toronto where the t.s.o.'s also for the week all markets in the green this is following a similar trend on u.s. job numbers and oil prices seeing their 3 month highs and that is your global market walk. time now for a quick break but stay here because when we return protests continue after george george lloyd death exposing race relations worldwide artie's rick sanchez. joins us and i asked why well as we go to break here are the numbers out there. some people are gone this protest across america right now bolshevik revolution to make a reference to the workers uprising that we saw in the old imperial russia. and you've got a new imperium here in america. can tell you there and the workers suddenly realize that wait a minute we don't want to live under a dictatorship we don't want to live under a monarchy a good old fashioned bolshevik revolution which is what's happen

intraday high at one point on friday the dow alone surged by more than $900.00 points boeing and raytheon technologies contributed highly to those positive gains as well as those unemployment numbers finally finishing up in toronto where the t.s.o.'s also for the week all markets in the green this is following a similar trend on u.s. job numbers and oil prices seeing their 3 month highs and that is your global market walk. time now for a quick break but stay here because when we return protests continue after george george death exposing race relations worldwide artie's rick sanchez. until i was us and asked him why well as we got a break here are the numbers up at the. wall street busy trading your money 5 days a week and our 4 corners. and 3 major stock market. and when you have to watch dr or fail it all becomes clear there's just one business show you can't afford to mend. the one and only. find it now on portable t.v. . oh go. buy. like it was only host the question for the guests and then actually listens to the yes answer and then react to that that's a false dennis miller i've got

we like raytheon technologies, but we are not chasing the deep energy trade or even the deep materialsde. we have exposure in those groups but we are not -- guy: what about europe and the united states? over the last five days the euro u.s. investors -- 12% in five days. nancy, it has outperformed the u.s. by a considerable margin. the u.s. markets are trading record highs. is that a signal you want to start buying the rest of the world? the dollar is going down, do i need to diverge to buy geographically to get that extra into my portfolio and partake in this global rally? nancy: thank you for the question. i found that rally heartening. broadennt to see this out from not just here in the u.s., but across the globe. i did find that encouraging. we have clients exposed to the global markets. thissaid, we have made prediction multiple times where we thought the relative trade was going to favor the globe. the only year that we saw that come true in the last 10 -- we saw it in 2017. we saw it last year as well. are not aggressively exposed to the globe, but we do have our clients exposed

you see the likes of raytheon and general electric higher as well. iifting away from equities, want to look at fixed income. we are quickly approaching the end of only one day to go. we are looking at the bloomberg barclays treasury index. it is up 9% so far this year, the best first-half performance since 1995. that reflects a certain pessimism about the economic outlook. vonnie: not that much pessimism when you look at the markets, so good to know that there is some baked in. thank you. one of the biggest areas of dislocation is in housing. forcedas a lot of selling, which our next guest was quick to notice. ceo and managing partner of kayne anderson real estate. welcome. explain what you see with default rates now that the fed has stepped in and the situation hadnot have been as dire, the fed not stepped in. prediction one a default rates, but as you point out, they will be lower than anticipated in march, april. i wouldn't take a bit of a contrarian view in that i think the fed should have been more patient with some of the actions taken.ve i kno

some of the biggest dow losers right now in the pre-market there will be some boeing is off and raytheon, exxonmobil they are down. we are back after this you're good to go. i have to take care of my coworkers. that's how i am. i have a son, and he said, "one day i'm gonna be like you, i'm gonna help people." you're good to go, ma'am. i hope so. this is my passion. if i can take of everyone who is sick out there, i would do it in a heartbeat. can i find an investment firm with a truly long-term view that's been through multiple market cycles for over 85 years? with capital group, i can. talk to your financial professional or consultant for investment risks and information. talk to your financial professional or consultant bbut what if you couldg do better than that? like adapt. discover. deliver, in new ways, to new customers. what if you could come back stronger? faster. better. at comcast business, we want to help you not just bounce back, but bounce forward. and now, with one of our best offers ever, we're committed to helping you do just that. get a powerful and reliable internet and

that is why one of our top picks in the space is raytheon technologies, which is the gtf engine thate a320. we think that engine will be a big contender on the next aircraft. in terms of suppliers right now, they are huddled up trying to maintain profitability levels, and in terms of pricing power with boeing, it is pretty limited. guy: boeing is trading 180 right now. what is the upside on recertification? sheila: i think you could look at boeing two ways. one is the glassful in one is the glass empty. it is a quick spiral upward down either way. you see the 737 max certified, and all of a sudden you have this liquidity and inventory drain completely unwind for the company, and have a reset of expectations. i think that could be viewed as a positive and a partial reason we maintain our buy rating on the company is he could have these catalysts unwind positively in the mark boal on the stock -- and the multiple on the stock rerate higher. the other side is a doom and gloom higher, nobody ever gets on a plane, and these things will be sold for free. alix: great to get your perspective

for example, in the aerospace industry you could look at general dynamics or raytheon technologies both of these companies are consistently growing, consistently profitable and they don't have a lot of debt on their balance sheet. those we believe you can own for three or four years. >> you would bet on the rebound. those are some other plays in the sector thanks so much fp follow along on twitter at trading nation >>> stocks soars today as the markets celebrate two and a half million jobs added in month of may. that's after 20 million jobs were lost in april and unemployment is still 13.3%. we're still seeing protests in street every night what should this american recovery look like don't go anywhere. stock slices. for as little as $5, now anyone can own companies in the s&p 500, even if their shares cost more. at $5 a slice, you could own ten companies for $50 instead of paying thousands. all commission free online. schwab stock slices: an easy way to start investing or to give the gift of stock ownership. schwab. own your tomorrow. schwab. you don't get to act just 'cause dad died.,

raytheon is on the upside. you say the cyclicals are doing well that's not really the case look at the dow laggards, for example. you get defensive names like merck and pfizer caterpillar is still down. banks are still down even though they are off the lows. you see it's not quite simple to say the cyclicals are rallying boeing has been on a wile ride for weeks. it was 176 earlier in the day. it's been moving up and moved into positive territory. it was 155 two weeks ago it goes down to 190. look at this all over the place. that's an inverted v they are trying to figure out what to do stay at home still doing really well we saw cloudera doing well docusign going in. that's a big deal. there's a lot of money that will have to go into cloudera the next couple of weeks back to you. >> another sign of the times bob, thanks very much. let's get to the pond market where rick santelli is tracking the action >> treasuries expect long day remain quite well with this extra helping of volatility mostly to the down side. y

much digging into the dow, the leaders right now are procter & gamble, travelers, microsoft and raytheongain to turn positive. >>> we have more companies saying they plan to keep workers at home even after the economies open that could have a profound effect steve liesman has a look at the short and long-term impacts of keeping america at home. steve? >> kelly, thanks if it happens en masse, it could be disruptive to the economy, even len in this as the economy adjusts to the change, as productive capacity is idled because office space and restaurants and retail have places that serve these workers, all of a sudden have reduced business, and maybe who knows, no big if a lot of people stay home let's look at working at home by the numbers. 28% in our recent survey of americans working from home due to the coronavirus now, of that 44%, they want to continue working from home and are unsure about returning who knows, maybe it's one in five, maybe one in four, i doubt it's one in two, but some large percentage could ultimately end up staying at home 39% meanwhile, of urban dwellers, they hav

the insight you've shared over the years >> very kind >> caller: and i've got a question about the raytheonologies >> i'm glad you mentioned it this stock had been too high and now it's coming down it's at $62. i want you to buy in the 50s let's go to andrew in arizona. andrew >> caller: boo-yah, jim. >> what's happening? >> caller: i wanted your take on the howard hughes corporation. >> that's the real estate developing company the last thing i want right now is a real estate company caroline in florida, carolyn >> caller: hi, jim so good to talk to you thank you for all you do and i just have to give a big shoutout to my bracy for telling me all about you >> they're in my camp. what's up? >> caller: my question is about leado's holding. >> it's interesting. i kind of like, but i got to tell you, no jack in new jersey, jack >> caller: hey, what's going on, jim? jim, gun sales in texas were up over 80% last month. talk about defunding the police. killer mike just wrote an op-ed where african-americans should own guns, and joe biden is in the lead to be the next president. we all know no one

almost every stock i read off will fall into this category southwest, raytheon, six flags, starbucks, las vegas sands that's a pretty opportunistic view of where, joe, that bryn thinks we could go >> i share the same optimism that bryn does and it's probably for a different reason i think the dips will be shallow. your expectation if you're buying this dip, you're probably over the next month or so not going to get much more than 2% i think the market will spin in a lot of different places over the next 30 days and end up right where we are or maybe a bit higher i think longer term because of the liquidity, you will be rewarded for buying in here. let's understand, you had a significant appreciation from may 15th to june 8th's high. we're seeing a moderation from that advance and i think that's warranted in bull markets. i think that's obviously what we're experiencing right now i would say consolidation is the foundation of how i look at the market now >> courtney, it's great to have you back congratulations on the baby. i hope everybody is well it's nice to have you. >> thank you >>

market not taking the news too well within the dow, by the way, walgreen's boots, united health, raytheon>>> a modern mexican restaurant in napa valley found the costs too high and decided to close their dining room again. joining me now to discuss his experience is tamer hallaway thank you for joining me >> thank you for having me >> we were very interested in your story about restaurants closing in particular. you could reopen, you did reopen why did you close the dining room again >> we gave it a week we had all of our safety protocols in place to make sure we were compliant with all the covid-19 regulations, and basically what we found was not only is it not really feasible for us to operate at 50% capacity, but we learned that with regards to our staff there really was just no way to 100% protect them obviously guests were required to wear masks on entry, but as soon as they sat down to eat, obviously those masks would come off and they would stay off for the entirety of the meal our staff is sort of forced to be in a position where they were much more exposed to the virus than they

. >> jimmy >> raytheon technologies it's got a great defense business, but also kind of a closet way to play boeing getting back in the air. they have a lot of products on that platform. >> josh, about 30 seconds. i'd like your final trade, but also the same question i asked about put today into context for people. >> yeah, i would just say we've had so many plus or minus 2%, 3%, 4% days this year more than most years i i don't think it's the end of the world. i think it's the environment final trade is clorox, the tesla of sanitation. i think the stock is on the verge of a breakout. this is the company that will see elevated sales for a long time as we enter a new phase in public and hygiene i don't think we're going back to living like cavemen in 2019. >>> thanks, everybody. kelly picks it up right now. >>> thank you, scott we have a major reverse ale to the down side for wall street, and by the biggest proportions in quite some time we're down more than 150 points in fact that's the biggest points decline in two months sentiment is way down about concerns over an increase in covid

leading the dow this morning, boeing, raytheon, american express.all coming despite some of those covid numbers. we'll be talking about some of those covid numbers with scott gottleib and the founder, kevin cistern, the founder of instagram who's created an interesting website that's been followed by just about everybody in the health care community in the 8:00 hour. >> andrew. >> becky, dow component rayth n raytheon, there you go you've been watching that, right? factoring it into the dow all the time i know i have. coming up, it wasn't news to me at all no facebook falling in the pre-market as more businesses including starbucks join the growing number of brands planning to halt ads on the platform we're going to discuss after the break. isorng look at the faang stocks th mni "squawk box" will be right back. you've got a lot of fight in you. and you're in a special position to help us fight back. the plasma in your blood can literally save lives. but we need to act fast. please donate plasma now. please donate. donate. donate. donate now. you fou

raytheon up 5.8% and exxonmobil up as well we'll be right back. ♪ ♪ yeah ♪ ♪ y-yeah ♪ ♪ yeah ♪ hey, hey cold war with china and new flash points between the two as we head to that break, lulul falling after the company said quarterly revenue fell 17% from last year, an increase of 68% in direct to consumer revenue wasn't enough to offset the loss from retail stores closed by the pandemic joe, i'm wearing my lululemon c ntrit now. i thought i was contributing to help them. at leaf blowers. you should be mad your neighbor always wants to hang out. and you should be mad your smart fridge is unnecessarily complicated. make ice. making ice. but you're not mad because you have e*trade which isn't complicated. their tools make trading quicker and simpler so you can take on the markets with confidence. don't get mad get e*trade and start trading commission free today. don't get mad get e*trade and start trading (music) anncr: give customers access to precisely what they want, when they need it the most. with adyen, the payments platform that delivers convenience for all. adyen. business. not bo

raytheon technologies, all laggards today. we can take a look at the s&p as well.ing along this morning in this session and into the early afternoon. royal caribbean, the cruise lines, again as you can see, down 11%. both carnival and royal caribbean, wynn resorts, another energy stock, diamondback and simon property, the mall operator, all of these of course hit again by the thought that perhaps we are seeing a second wave or certainly resurgence of the virus. let's take a look at what's been going on around the world. we can tell you over nine million cases have been reported around the world, close to half a million deaths as well. when we look at the map of the united states, where we are seeing spikes in covid-19, certainly to the west and south, as you can see. especially in arizona, texas, montana, idaho, oklahoma, georgia and florida. we have also seen some single day highs, some of the records being smashed as you can see in these states. california, nevada, arizona, again, those southern states, texas, we know, we have been talking about for the last seve

look at raytheon they went from 60 to 75 and then essentially back down to 60:a weekly here.ame situation exxon was 44 a month ago went to 56 now up to 44 mcdonald's, 180 to 200 back to $180 thats a problem with these stocks in down trends. back to you. >> bob pisani, thank you >> thank you >> go ahead, sara. >> i was going to ask which kind of stocks you want to be in if you want to be in the market right now based on what we've seen, the reopening trades versus the stay at home trades where do you want to be in that area >> you want to stay in the reopening trade right now. listen, i hear all the commentary back and forth. i'm a guy that would love nothing better than to have everything reopened. i just don't see that happening. i mean, i live in new jersey where we're one of the hardest hit areas and we have reopened i think smartly much to the consternation of a bunch of the businesses here. that takes some time i think the reopening or rather the stay at home trade, pardon me, the stay at home trade is one you want to stay a little longer i don't see an end to this at an

market sells off a lot of big industrials that have done well this month boeing, dow, caterpillar and raytheonre than 5% mar on the market pullback next. stay with us when the world gets complicated, a lot goes through your mind. with fidelity wealth management, your dedicated adviser can give you straightforward advice and tailored recommendations. that's the clarity you get with fidelity wealth management. and tailored recommendations. we're committed to making college more affordable., that's why we're keeping our tuition the same through the year 2021. - [student] i knew snhu was the place for me when i saw how affordable it was. - [narrator] find your degree at snhu.edu. you say that customers maklet's talk data.s. only xfinity mobile lets you switch up your wireless data whenever. i accept! 5g - everybody's talking about it. how do i get it? everyone gets 5g with our new data options at no extra cost. that's good. next item - corner offices for everyone. just have to make more corners in this building. chad? your wireless your rules. only with xfinity mobile. now that's simple easy aweso

morgan chase up 19%.8 raytheon up a similar amount "squawk box" will be right back.rriers between departments now. servicenow. the smarter way to workflow. and their financial well-being. since our beginning, our business has been people. it's evident in good times, with decisions focused on the long-term. and crucial when circumstances become difficult. that continued emphasis on people - our advisors, associates, clients and communities gives us purpose, strength and a way forward. today. and always. >>> let's get to c nbc headquarters, jim cramer is here market is up again the fed is helpful, but you've pointed out there are stocks like stay at home stocks why the cramer index, the covid index, where it makes sense we had dock yu sign on, how many of an allegory is that, docusign goes into the nasdaq 100, united comes out. it's like there is it is in a nutshell my question is when do you put on the trade short docusign and go lover united? ever >> docusign has moved up so much even in the week since i have had them i think that, yes, if you doa vaccine what's abou

raytheon, dow inc., exxon, chevron. you can see energy right up there amongst the dow losers.s because the price of oil is down. the s&p losers, the biggest losers in that 500 index, read them, cruise lines, airlines, all across the board, and i'm looking at aapache corporation, not doing well. we've got united airlines, american airlines, wynn resorts, marriott hotels, expedia, et cetera, et cetera, all across the board, they are down. the airlines, we got them, yes. down again. double digit percentage terms after they had been rallying for more than a week. same story on the cruise lines, also down after their big rally. left-hand side of the screen. makes tough reading, actually. financials, they are on the down side and that's because interest rates are coming down. not good for those guys. all right. susan, these stocks were just at all-time highs. they are down much less in percentage terms. i'm talking big tech now. they are down but much less of a percentage loss than the other stock groups. what do you make of that? susan: yesterday we had the nasdaq closing above 10,