i think really across the entire raytheon portfolio, will see a benefit of this restocking on top of what we think will be an increase in the dod top line. amy: russian president vladimir putin officially withdrew russia's ratification of the comprehensive nuclear test ban treaty. the u.s. has signed but never ratified the global agreement banning testing of nuclear weapons. russia says it will not resume nuclear testing unless the u.s. does. the united nations general assembly has voted to condemn the united states' embargo on cuba for the 31st consecutive year. on thursday, 187 countries voted in favor of lifting the decades-old sanctions. only the u.s. and israel voted against the motion. this is cuba's foreign minister bruno rodriguez. >> the embargo violates the rights of life, the right to health, and direct education, and the well-being of the cuban and in women. excessively high prices and low salaries. amy: mexico's government has announced a $3.4 billion project to rebuild acapulco a week after hurricane otis slammed into the pacific coast city as a category 5 storm, leavin

i think really across the entire raytheon portfolio, will see a benefit of this restocking on top of what we think will be an increase in the dod top line. amy: russian president vladimir putin officially withdrew russia's ratification of the comprehensive nuclear test ban treaty. the u.s. has signed but never ratified the global agreement banning testing of nuclear weapons. russia says it will not resume nuclear testing unless the u.s. does. the united nations general assembly has voted to condemn the united states' embargo on cuba for the 31st consecutive year. on thursday, 187 countries voted in favor of lifting the decades-old sanctions. only the u.s. and israel voted against the motion. this is cuba's foreign minister bruno rodriguez. >> the embargo violates the rights of life, the right to health, and direct education, and the well-being of the cuban and in women. excessively high prices and low salaries. amy: mexico's government has announced a $3.4 billion project to rebuild acapulco a week after hurricane otis slammed into the pacific coast city as a category 5 storm, leavin

i think really across the entire raytheon portfolio, will see a benefit of this restocking on top of what we think will be an increase in the dod top line. amy: russian president vladimir putin officially withdrew russia's ratification of the comprehensive nuclear test ban treaty. the u.s. has signed but never ratified the global agreement banning testing of nuclear weapons. russia says it will not resume nuclear testing unless the u.s. does. the united nations general assembly has voted to condemn the united states' embargo on cuba for the 31st consecutive year. on thursday, 187 countries voted in favor of lifting the decades-old sanctions. only the u.s. and israel voted against the motion. this is cuba's foreign minister bruno rodriguez. >> the embargo violates the rights of life, the right to health, and direct education, and the well-being of the cuban and in women. excessively high prices and low salaries. amy: mexico's government has announced a $3.4 billion project to rebuild acapulco a week after hurricane otis slammed into the pacific coast city as a category 5 storm, leavin

is reflecting that, and raytheon's down 20% this year, i think it's a $100 stock. like them. i've got it around 228 at the moment. where's it going? >> yep. it's at least a $300 stock, stu. salesforce is a hidden gem that investors are missing when they think about artificial intelligence. the einstein a.i. platform basically puts chatgpt isn't an already accomplished marketing program helping businesses grow and maintain clients. as the cost of operating a business rises, companies either need to replace those workers or use productive technology alongside current employees to increase productivity. and replacing workers or outright is just so expensive. especially for small businesses which are mainly the salesforce customers. so i think we're going to see some more light towards the end of the day with the earnings report about how they're using a.i. on the platform. we already owned the stock going into the report, and it's done very well, but if the stock dropped after earnings, we would think about dropping more. stuart: one thing we're following on the show

that was a visceral mom move that didn't feel like a raytheon thing to me, though of course he does noting called neocon establishment and all of that. rightly, it is benefiting her and she should lean into it as much as possible because there are rhetorical lanes, the populist lane and the establishment lane. and donald trump owns the populist lane. until donald trump is out of this race, for whatever reason, and i don't expect that he will be, certainly listening to how he is talking about it, that leaves one other spot, and desantis, chris christie, and nikki haley -- and tim scott, who i think blew up his whole -- it's been a slow roll blow up and then last night when he looked at the results from the night before and said we need a 15-week national band, it's o over. that is the most inelegant thing that you can say after people in ohio told you -- conservatives in ohio told you that they don't want to talk about abortion bans. but nikki haley, for me, presented as the most feasible candidate that could win a general election. nikki haley versus joe biden, i saw this popping up in

that was vis a visceral mom mov that didn't feel like a raytheon thing.se she doesn't like beina called neocon establishment and things like that but frankly it's benning her and she should lean into itle as much as possible. because there's two lanes, the populist lane and the establishment lane and donald trump owns the populist lane. until donald trump is out of this race, for raver reason and i don't expect that he will be, certainly how he's talking about it, that leaves one other spot and desantis, chris christie and nikki haley who blew up his whole -- been a slow roll blowup. when he looked at the frailties the night before and said we need a 15-week national ban it's over.hing that is the most inhe will can't thing you can say after people p in ohieoo told you, conservativ in ohiseo told you that they dot want to talk about abortion rt bans.ion but nikki haley for me presented as the most feasible candidate that could win a general election. if it's nikki haley versus joe biden and i saw this popping up in liberal's twitter feeds last that's some

take us right back to hear but i like the fed names in the energy names aerospace in the fed like raytheond martin. i like energy and i like financials. maria: a great list, great to see you. thank you so much for being here. >> always a pleasure thank you for having me. maria: kenny polcari joining us. a quick break and helping our nation's heroes wounded warrior project gives them a second chance at life with the resources that they needed the recovery journey. ceo and army lieutenant general is her ♪ limu emu & doug ♪ [bell ringing] and doug says, “you can customize and save hundreds on car insurance with liberty mutual.” he hits his mark —center stage— and is crushed by a baby grand piano. are you replacing me? with this guy? customize and save with liberty bibberty. he doesn't even have a mustache! oh, look! a bibu. [limu emu squawks.] only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪ the day you get your clearchoice dental implants makes every day... a "let's dig in" day... mm. ...a "chow down" day... a "take a big bite" day... a "perfectly delicious" day... - mm. [

take us right back to hear but i like the fed names in the energy names aerospace in the fed like raytheonartin. i like energy and i like financials. maria: a great list, great to see you. thank you so much for being here. >> always a pleasure thank you for having me. maria: kenny polcari joining us. a quick break and helping our nation's heroes wounded warrior project gives them a second chance at life with the resources that they needed the recovery journey. ceo and army lieutenant general is her after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking companywide power nap. let's put it to a vote. [ all snoring ] this is going to wreak havoc on overtime approvals. anything can change the world of work. from hr to payroll, adp designs forward-thinking solutions to take on the next anything. personalized financial advice from ameriprise can do more than help you

take us right back to hear but i like the fed names in the energy names aerospace in the fed like raytheonnd lockheed martin. i like energy and i like financials. maria: a great list, great to see you. thank you so much for being here. >> always a pleasure thank you for having me. maria: kenny polcari joining us. a quick break and helping our nation's heroes wounded warrior project gives them a second chance at life with the resources that they needed the recovery journey. ceo and army lieutenant general is her fresh, warm hot dogs! when i'm not selling hot dogs, i invest in a fund that advances innovations like robotics. fresh, warm hot dogs, straight out of my torso! one for you, one for you. oh, you're a messy one. cool, right? so cool. anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. hot dogs! fresh, warm hot dogs! before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. ♪ students... students of any age, from anywhere. students in a new kind

take us right back to hear but i like the fed names in the energy names aerospace in the fed like raytheonartin. i like energy and i like financials. maria: a great list, great to see you. thank you so much for being here. >> always a pleasure thank you for having me. maria: kenny polcari joining us. a quick break and helping our nation's heroes wounded warrior project gives them a second chance at life with the resources that they needed the recovery journey. ceo and army lieutenant general is here next. at ameriprise financial, our advice is personalized, based on your goals, whatever they may be. all that planning has paid off. looks like you can make this work. we can make this work. and the feeling of confidence that comes from our advice? i can make this work. that seems to be universal. i can make this work. i can make this work. no wonder more than 9 out of 10 clients are likely to recommend us. because advice worth listening to is advice worth talking about. ameriprise financial. -dad, what's with your toenail? -oh, that...? i'm not sure... -it's a nail fungus infection. -...that'

i mean raytheon, lockheed martin and some of this weapons manufacturers made over trillion dollars on the ukraine for a while and the money that isn't. yeah. yeah. so they've had that some of the highest you know, money posting coming in. so, so with war being not profitable, there has to be some sort of incentive for peace. and that's with people speaking out like they are and saying, you know, no more, it's a, it's one of the words we haven't heard quite a lot of. and in both conflicts piece is nat calling for pace. asteroids a lot? yeah. and, and one more thing about, about israel, you know, remember that israel, 35 percent of the population are american, have american passports. so there's a very huge economic tangle and tie with that. so that's why you see sort of the, the nun backing off of america, stunning authority and bill. so tara, as always, thank you so much coming into the program and sharing your views at with his article, computer informing us senate stuff are part of read. thank you. all right now, is it possible that members of a respected humanitarian organization w

the one that you might want to think about that is speculative is rtx and that used to be raytheon.s and i think that is reserved for so speculative rtx and then lockheed martin. >> i am jake fromm greenville, south carolina. wendy think interest rates will go down? >> i think they are going to stay the five for a while. -- does not want inflation coming back. he will keep the short anti-so the short end will be high as well. don't expect interest rates to go down anytime soon. >> i am from new york. how can investors manage geopolitical volatilities? >> -- had a good run but, we are only replacing the goal by 1% per year. i am always surprised that people don't have 10% of their assets --. i am not going to hedge treasuries because they could be overvalued versus if we have something really bad happened. right now i think, i'm not saying anything is golden variety but gold is the hedge. not the box. >> i am aj from south carolina. should investors be concerned about a government shutdown? >> you should be concerned about the charlotte panthers but i will tell you, the worst ones, t

we'll get to microsoft, affirm, nvidia, calls on raytheon and netflix when we come back. ♪ my name ish sanabria and i am the owner at isla veterinary boutique hospital. i was 5...6 years of age and i knew i was going to be a vet. once alexandra called me to let me know that bank of america had approved my loan... it was important to me. we not only just provide the financing piece, we do everything that we can to surround them with the right people. all you need is a perfect, amazing team that will guide you through the right steps to be successful. and that's what bank of america was for me. >>> as we said, markets looking to extend yesterday's rally where we got huge outperformance, jim, out of the russell, out of the most shorted, out of nonprofitable tech >> i was dazzled about the russell and to see how those stocks have been so beaten down. you know, carl, we have had a tremendous bear market in everything not magnificent seven, and i think what happened yesterday is even though the magnificent seven did well, daniel long, the bear market that's lasted for a couple years. it's f

students, calling for the school to divest from weapons manufacturers, including northrop grumman, raytheon, and textron. at the ramallah friends school in the occupied west bank, which was attended by all three shooting victims, students and staff reflected on the tragic incident. this is leen alshehab, a senior at the school. >> we are horrified by the recent attack that targeted three of our beloved alumni. we call upon the international communities to conduct a full and thorough investigation on this attack and we call upon for this attack cannot be dismissed or ignored by any means. today i students, we have the symbol of solidarity with our friends and for their families as well. an code to see our interview with the head of the ramallah friends school, now general secretary of the american friends service committee here in the united states, go to democracynow.org. on tuesday, vermont democratic senator peter welch called for an indefinite extension to the ceasefire in gaza. welch's fellow senator from vermont, bernie sanders has yet to call for a permanent ceasefire. the charles koc

the list of places being targeted include lack heed martin, raytheon, boeing, microsoft, amazon, and a few others, bret. >> bret: jacqui heinrich live on the north lawn. israel's prime minister says his country will take overall security responsibility for gaza indefinitely after the war ends. raising question marks about what that looks like. meanwhile, israeli troops battle hamas fighters deep inside gaza's largest city. senior correspondent mike tobin is live again in southern israel tonight. good evening, mike. >> mike: good evening, bret. a month since the mass and israel's prrming promises to stay on the offensive until gaza can no longer be a threat to israel. hamas defiantly fires rockets and palestinian civilians pay the price. >> waving the right flag, hundreds of palestinian civilians emerged from their homes in the northern half of the gaza strip on foot for a march south away from israeli forces. in a waist land of scorched earth and rubble the idf takes off what they call command and control structures. some with heavy equipment shows fighters in civilian clothes pepper

lockheed martin and raytheon i already own will look at substantially higher upside when the rest ofe catches up. charles: yeah, yeah. it's a tough, dangerous world out there for sure. keith, congratulations again. we'll talk real soon, my man. >> thank you, charles. charles: is the fed really looking out for you? they talk about their policies and helping everyone but golly, things seem to have gotten a lot worse, particularly the divide between the 1% and the 10% and everyone else. my takeaway with special guest nomi prins right after this. ♪. as an independent financial advisor, my promise to you is simple. as a fiduciary, i promise to put your interests first, always. i promise that our relationship will go well beyond just investment decisions. it's the intersection of your money and your life where we can make the biggest difference. [announcer] charles schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals. visit findyourindependentadvisor.com this is american infrastructure. megawatts of pow

they were definitely -- southwest was probably hurt by raytheon technology.st is hurt no matter what happens, because southwest does not have the roots. >> and then they had some serious technology issues. >> right. >> you want to go against the grain and buy some? look at american air. it's like at the level of the pandemic. it's unbelievable. >> what happened? >> well, they spent a lot of money, labor's higher. you know, oil went up being. big. don't look at me. >> i'm asking. >> i'm not a pilot. do i look like a pilot? >> every airplane you're on is full. >> look at the three-year in american air. it's unbelievable. >> what did buffett say about u.s. air? frankly, no airline is going to be a wonderful business? >> no, and he was a u.s. air. look at that, will you? that's below pandemic >> they couldn't earn their capital and then they did. >> delta's my favorite. delta is making some money. it's just not a great business. it's back to not being a great business because oil is not good and mostly because zoom changed it so you don't have the big execs flyin