scott wapner, michelle caruso-cabrera, scott you'll look at the market reaction? >> i am, carl, and would not be insensitive to the human side of the story with some 295 people onboard this plane, but, of course, looking through this, through the prism of the markets, that's what i'll do. we do see, joe tear norranova, market reacting as it typically does, israel, iraq a flashpoint pops up causing immediate market reaction as we're seeing here, it does stabilize once the news flow begins to stabilize and we wait to see what other developments happen? >> yes. you do see that. mike and i were just talking about it. mike used the word, it's almost eerie that's actually happening. when you look at the asset classes themselves, the first place you have to look at would be the u.s. ten year, which is now below 2.5%. the yield curve that we talk about is now running close to 2. i think that's clearly problematic. the other thing which you and i have talked about, obviously the spot price of oil, scott, has risen $1.50, but energy equities, that's the leading sector to th

. >>> over earn to the judge, scott wapner and "the half." >> right to it. a sharp sell-off for stocks. new questions whether the bulls are growing ever more tired as the dow recently hits 17,000 a growing number of market watchers becoming more cautious. we have traders today. stephanie link with me, as well as joe and pete najarian and josh brown. small and mid cap stocks, worst two-day sell-off in three months. technology stocks rolling over, biotechs and momentum names hit hard as well. >> the momentum names speaks to what we're seeing in the marketplace. folks are going after wherever they see anything that looks vulnerable. that obviously speaks well to the names, look at pes, tough to swa swallow. looking great. okay. the volume yesterday was extremely low, aeverybody focuses on new york stock market. we highlighted, volume in the option pits, not yesterday. barely exceeded last thursday, a half day of trading as well. so that's kind of concerning to me as well, scott. seems as if it's that july start to sell-off. we got great numbers last week. marke

. >>> scott wapner, what's coming up? >>> pretty good show at noon.ing week for stocks, of course. we're shining the spotlight on a winner. david miller. he took the top spot in the "wall street journal" the winner circle competition for best mutual fund manager over the past year. we'll find out the secrets to his success and a big week ahead for enearnings. the numbers to watch for ahead of the reports and jon new jersey jersey -- jon new jers jerse jersey-najari jersey-najarian. see you in 20 or so. >> an eagle eye. >>> and a drone photography community partnered with "national geographic" in a photo contest. winners took home prizes, gopros, drones and publications in the website. look at the winners. first went to this photo by a user who captured a bird in flight. this is actually an eagle over a national park in indonesia. second place, a photo of children in manila. in the philippines. and finally, this sdeenic snap of a sunset in france. rapidly growing part of photography. >>> hop over to the cme and get the santelli exchange with rick sante

a special got with scott wapner. >> thank you. nfl season almost here. training camp kicking off this week. for many of the teams around the nfl, we're so pleased now to be joined by the owner of the jacksonville jaguars, shahid khan first on cnbc. welcome. appreciate your patience waiting to deal with live television issues sometimes you encounter in this business. welcome. good to have you. >> well, thank you very much, scott. thanks for having me on. >> we can see behind you, of course, this stadium, and what are the biggest end zone video display screens now in the nfl. i know there is jerry's world down in dallas. are we going to call this shad's world now? >> no. you're going to call it florida's world, or jacksonville's world. and these are a different dimension. so, you know, they're bigger than the football field itself. they're 360 feet long, 60 feet high on both ends. along with a number of other things. pools, palm trees, wireless. a whole new experience. >> you spent $20 million of your own money on these displays? is that right? >> yeah. ye

. >>> meantime, toss it over to scott wapner and "the half." hey, scott. >>> this is your time.ow, go out there and take it! >> announcer: in the first half of 2014, not everybody is playing nice. >> left all the risk behind you. when you left football. you've got to get beta, buddy. >> facebook, my friend, it's done. not going higher. >> announcer: today on the "halftime," a status check on a year-long battle for profits. >> how much money did you make today? >> i missed you, too. >> announcer: all

. >> that is not obviously what scott wapner was told today by the cfo. listen in. >> i'm not worried about the substance of what he has. you know, there's no doubt that he's missing the real analysis, the real research. this is anecdotal, very propaganda base. i'm not even sure that he understands clubs, but we'll listen. what he's missing it that fundamentally we have millions of customer that is enjoy the product, that use the product. that's indisputable. >> scott and herb are with us, kate kelly, who was with us at the presentition also joins us remotely. what just happened, scott? >> bill ackman spoke for, what, 2 1/2 hours? he's still taking questions in midtown manhattan. >> but the market is not listens, he said this was the most important presentation of his life, was going to significantly impact herbalife, is maybe having a different impact thus far. he'll make the argument don't look at the stock price. he certainty doesn't want to look at it today. that was his words, the company was going to collapse. >> and we spoke to another investor, ro

i'm michelle caruso cabrera along with joe kernen and scott wapner. becky and andrew are off today. stocks take a run after yesterday. on the corporate front, we're going to hear from alcoa, bob evans and the container store. as is for the economy, 7:15 eastern time, the survey of small bus sentiment. at 10:00 a.m., the labor department releases labor turnover survey. this afternoon, the consumer credit data comes out. we're going to have more on the markets in the next half hour. deutsche bank's david vianco and jim russell of u.s. bank wealth management.. first, though, skos scott has some of the morning's top stories. >>> the ceo of walmart says the improving employment picture has so far failed to raise cash register receipts at the retailer. don't miss the walmart exec on cnbc later this morning at 11:45 eastern time. >>> samsung is on track to have its worst results in two years. the company says it saw better business conditions in the third quarter, but cautions it faces slowing market growth and intensifying price competition at the lower end and a looming threat of apple's

. >>> meantime, toss it over to scott wapner and "the half." hey, scott. >>> this is your time. now, go out there and take it! >> announcer: in the first half of 2014, not everybody is playing nice. >> left all the risk behind you. when you left football. you've got to get beta, buddy. >> facebook, my friend, it's done. not going higher. >> announcer: today on the "halftime," a status check on a year-long battle for profits. >> how much money did you make today? >> i missed you, too. >> announcer: all in the quest to be named trader of the year. >> yeah. it's "halftime," america, and our second half's about to begin. >> the playbook playoffs "half time huddle" starts right now. >>> welcome to the special edition of the "halftime." markets having a worst day, at least at the lows today. all seven "halftime" traders here on-set with us to break down today's action. is this the correction that's starting? are the traders tweaking their second half strategies? also our stock ref, mike santoli, of yahoo! finance with his perspective. first straight to the markets, which i mentioned a

. >>> meanwhile, toss is over to the judge, scott wapner takes "the half" now. >> thanks.alf time." stephanie link, mike murphy, a wealth management firm. josh brown, ceo of a wealth management company also in new york and pete najarian co-founder of option monster.com. our top story today -- the countdown to twitter's earnings and the battle shaping up between that company and its rival facebook. so far for shareholders, at least, no contest. year to date, twitter shares down 40% while facebook shares are up 36%. so can twitter make up that gap, or is facebook the social media standard, all others will

over to scott wapner and "the half." >>> welcome to a special "halftime" show. may be the worst for stocks in some months but today we focus on winners. today a big one with us. david miller of catalyst funds, the country's best performing mutual fund. according to the "wall street journal's" winner circle contest. returned nearly 40% over that period. here to share big investing ideas with all of you. welcome. >> good to be here. >> congratulations on the performance and winning the winners circle contest. >> thank you. >> what's your strategy when you put money to work? >> i buy stocks with heavy insider buying by tock executives. >> it's that simple? if everybody was looking, same performance as you. >> the issue there is, it's not that simple. 97% of insider signals are completely useless. if you have many executiving all buying, exercising stock options, that doesn't a lot. a 10b-51 plan, doesn't mean a lot. fired an executive team and hired a new one, doesn't matter. if many are buying in a big way with their own money above and beyond stock option plan an

i'm scott wapner with jim cramer live from the new york stock exchange. carl and david are off today. let's look at how the futures are setting up this morning. and there is how it looks. the dow jones industrial average looks like it is going to have a negative open of some 43 or so points, digesting earnings today, some economic data, the president's comments as well, the s&p, by the way, having its 27th intraday high yesterday. so we're watching that closely. take a look at the ten-year note yield, which this morning is down to 249, below 250. we'll talk about that as well today. as for europe, here's how the picture is setting up. mostly red on the board for the most part except for spain is in the green, one of the few bright spots over there. our road map starts this morning with amazon shares, down sharply premarket after posting a wider than expected loss, while continuing to spend on new products and technology. starbucks beating the street. a live and exclusive interview with ceo howard schultz coming up. in another exclusive interview with cnbc

i'm melissa lee in your scott wapner. do traders agree with the call of the day? will the world cup mean a big score for ocker isn't the u.-- . and bold predictions at the start of the year. half way through it and rolling the tape, are they right or not? the lineup, they're all here. the chief u.s. of citi joins us from new york city and we're kirking it off with the second half of the year with trading stocks making big moves today. the dow is on track for its first triple digit gain in more than a month. dow transport setting a record today. will the gains continue in the second half? dr. j, what do you say? >> yes, they will. >> they will. >> yep. >> we're going to -- now, we're not going to see 126 points in the first three hours of every day but we are going to see a number of good days, i believe. i don't know that we beat by much the first half performance, however. in other words, up 6%, give or take in the first half of the year, mel. my target, for us to be up 10 by the end of the year. no yo if he get past that but continue to work up rather than down.

scott wapner joins us. scott, what did he allegedly get wrong?any assertions that bill ackman made today was one about a former research analyst named tim ramie, who left d.a. davidson some six months ago to take a job with bill steerts at post foods. mr. ackman today saying that mr. ramey may have been fired from his research position. ramey heard that, of course, and released a series of e-mails to me, which he says prove otherwise. and then ackman told me, when i reached out to him about this, "i received an e-mail from tim ramey complaining about a statement i made in the presentation that suggested that he may have been fired by d.a. davidson. tim has told me he was not fired. please make sure to correct the record." you may recall, kelly, tim ramey, a longtime bull in herbalife, considered the most bullish guy on the street at one point before he left to take another position. >> scott, quickly for people -- all right, we've got to go, but we'll try to follow up with this as soon as we can. thank you, scott. >> okay. >> this is because, guy

. >>> over earn to the judge, scott wapner and "the half." >> right to it.arp sell-off for stocks. new questions whether the bulls are growing ever more tired as the dow recently hits 17,000 a growing number of market watchers becoming more cautious. we have traders today. stephanie link with me, as well as joe and pete najarian and josh brown. small and mid cap stocks, worst two-day sell-off in three months. technology stocks rolling over, bi

. >>> meanwhile, toss is over to the judge, scott wapner takes "the half" now. >> thanks. it's "half time." stephanie link, mike murphy, a wealth management firm. josh brown, ceo of a wealth management company also in new york and pete najarian co-founder of option monster.com. our top story today -- the countdown to twitter's earnings and the battle shaping up between that company and its rival facebook. so far for shareholders, at least, no contest. year to date, twitter shares down 40% while facebook shares are up 36%. so can twitter make up that gap, or is facebook the social media standard, all others will continue to chase? first, we hit the street to see who's using what, and why. >> oh, my gosh. totally facebook, because i appreciate just being able to go, being able to go straight to looking at people's photos and statuses. i hate having to click on twitter. hash tags get to me. >> facebook outdated. >> twitter, get what you need. not annoyed. >> facebook. more of my friends have facebook. >> facebook more. more in tune with my friends. >> facebook, because it's e

over to scott wapner and the "halftime report." >> welcome. >>> today's game plan from post nine. rumble in the jungle. amazon reporting a big loss. this time investors aren't having it. has jeff bezos lost the midas touch? sad song. pandora hits a sad note. josh and steve, head to head singing their hearts out in today's debate. and crazy chicken. a new kid on the block in the fast food sector. find out if they're eating up el polo loco. >>> stocks losing steam. bob pisani following action since this morning. bob, in the last 45 minutes or so, you've had a bit of a bigger pullback in stocks. i've heard chatter around this place today that maybe it's due to talk about more sanctions coming against russia, and that's the big concern in the market. >> yep. i think that's xreccorrect, sco. look at brent crude. a little more than an hour and a half ago, moving to the down side. the president of the european council may now banking sanctions, additional, against russia. nobody signed off on that yet. those are the reports. there you see a spike up in brent crude. predictably a notable

and also the cfo of that company, scott wapner, will have them on "squawk on the street."ote right now on energy drinks, do you think energy drinks should be more heavily regulated, 44% say yes, 43% say no and 13% for certain ages, they should be more heavily regulated. interesting stuff there all right, sue, down to you. >> thanks, guys. netflix, the big earnings to watch for after the bell. will the company top 50 million streaming subscribers? >>> plus, golfer -- golf -- golfer rory mcilroy cashed in on the british open yesterday, but so did his dad. >>> and a three-day workweek? we want you to weigh in. what does your ideal workweek look like? go to cnbc.com/vote and "power lunch" is back in two with the dow now down only 29 points. we are back in a minute. at legalzoom you can take care of virtually all your important legal matters in just minutes. now it's quicker and easier for you to start your business, protect your family, and launch your dreams. at legalzoom.com we put the law on your side. (water dripping and don't juspipes clanging)ncisco. visit tripadvisor sa

let's get back to the judge, scott wapner takes over the "half" starting now. >> carl, thanks so much. welcome to the "halftime" show. here's our game plan. crash coming? mark faber thinks so. the king of doom joins us live with yet another dire prediction. >>> nasdaq 2.0. 14 years later, are investors partying too much like it's 1999 and ignore it issing the warning signs yet again? >>> a pair of monday mergers bringing questions for investors. the traders weigh in on what the marriages mean for your money. let's meet today's starting lineup, stephanie link, joe terranova. we begin with a monster week for the markets. fed meeting, jobs report, 22 ipos and 140 s&p 500 companies with earnings, throw in twitter, gopro and a slew of others, and you have the makings of what could be the summer's most important stretch for stocks. let's kick this around, josh brown. you take your pick. you've got exxon mobil, tesla, merck, pfizer, twitter, gopro, jobs report, a whole bunch of other stuff mixed in. >> yeah. i think all in all, though, you look at what the reports have been so far, we've see

i'm melissa lee in your scott wapner. do traders agree with the call of the day?cup mean a big score for ocker isn't the u.-- . and bold predictions at the start of the year. half way through it and rolling the tape, are they right or not? the lineup, they're all here.

i'm michelle caruso cabrera along with joe kernen and scott wapner. becky and andrew are off today. stocks are coming off a second straight down session. the s&p logged in its biggest drop in nearly one month. however, the futures this morning are suggesting a positive open, albeit a slightly positive one. the dow would open higher by roughly 20 points. no economic data on the docket today. however, we will get minutes from last month's fomc meeting. that release set for 2:00 this afternoon. some economists are cautioning investors to remember that this fed meeting we're going to hear about took place before june jobs numbers were out. meantime, the start of earnings season is always a driving force for the market, as well. scott has the details on some of the first reports. >> alcoa beating the street on the top and bottom line. the company says it saw strong results in its engineered products business. meantime, it's looking to cut costs. shares are up nearly 40% so far this year and out after the dow last night, results from the container stores. the company posting a better than

michelle ka caruso-cabrera at the newsdesk, scott wapner, with us, the half you'd see at

let's get back to the judge, scott wapner takes over the "half" starting now. >> carl, thanks so muchto the "halftime" show. here's our game plan. crash coming? mark faber thinks so. the king of doom joins us live with yet another dire prediction. >>> nasdaq 2.0. 14 years later, are investors partying too much like it's 1999 and ignore it issing the warning signs yet again? >>> a pair of monday mergers bringing questions for investors. the traders weigh in on what the marriages mean for your money. let's meet today's starting lineup, stephanie link, joe terranova. we begin with a monster week for

ackman will be on scott wapner's program later today. on the halftime report.at 12:30 eastern time so you're not going to want to miss what he has to say about all this. >> let's get a check now on oil and currency markets in the face of escalating tensions overseas. joining us to talk oil is matt smith of schneider electric. he's an energy analyst and from new york on currencies is bk asset management managing director. kathy, i -- mohamed might jump in, because i asked him specifically if either one of these geopolitical situations were to affect a market somewhere, what would it be? do you have feelings on this? >> well, i think that the only market that's really affecting are the local markets. because this is not one of those events, or you know, both israel and gaza, as well as the malaysian airlines are not events that will increase volatility historically. and the market are looking at these events very localized events that won't cause significant macro disruptions. we're seeing that in the price action today. we saw that in the price action on friday.

i'm michelle caruso cabrera along with joe kernen and scott wapner. becky and andrew are off today. stocks take a run after yesterday. on the corporate front, we're going to hear from alcoa, bob evans and the container store. as is for the economy, 7:15 eastern time, the survey of small bus sentiment. at 10:00 a.m., the labor department releases labor turnover survey. this afternoon, the consumer credit data comes out. we're going to have more on the markets in the next half hour. deutsche bank's david vianco and jim russell of u.s. bank wealth management.. first, though, skos scott has some of the morning's top stories. >>> the ceo of walmart says the improving employment picture

i'm michelle caruso cabrera along with joe kernen and scott wapner. becky and andrew are off today.cks are coming off a second straight down session. the s&p logged in its biggest drop in nearly one month. however, the futures this morning are suggesting a positive open, albeit a slightly positive one. the dow would open higher by roughly 20 points. no economic data on the docket today. however, we will get minutes from last month's fomc meeting. that release set

i'm scott wapner with jim cramer live from the new york stock exchange.et's look at how the futures are setting up this morning. and there is how it looks. the dow jones industrial average looks like it is going to have a negative open of some 43 or so points, digesting earnings today, some economic data, the president's comments as well, the s&p, by the way, having its

wapner back at hq. hey, scott. >> welcome to the "halftime" show. here's our game plan. rumble in the jungle. why one of the most respected value investors says amazon is actual ll lly cheap, yet our tr say that's crazy. a win for shareholders. back on board with apple, barclays giving the stock a big boost today. also saying tim cook has his mojo back. do the traders agree, though? today's starting lineup, josh, murph and steph are on the desk today. and we do begin with what could be the most important question for the markets and your money. and that's whether the fed is dangerously close to being behind the curve. the debate is starting to rage, and we'll surely be front and center when yellen heads to capitol hill tomorrow. never share y to share their ow opinions, steve liesman and rick santelli. that debate starts now. the market doesn't seem to be overly concerned with that question. should it be? >> reporter: well, i don't think it should be overly concerned or underwhelmed with regard to concern. i think we need to get back to a more steak and potatoes mundane,

wapner back at hq. hey, scott. >> welcome to the "halftime" show. here's our game plan.ble in the jungle. why one of the most respected value investors says amazon is actual ll lly cheap, yet our tr say that's crazy. a win for shareholders. back on board with apple, barclays giving the stock a big boost today. also saying tim cook has his mojo back. do the traders agree, though? today's starting lineup, josh, murph and steph are on the desk today. and we do begin with what could be the most important question for thrk

scott the judge wapner presided over the truce. >> andrew, amazing that 18 months ago ackman and icahnach other on the phone. right here live on cnbc. yesterday, they shared the stage at our own delivering alpha conference and talked with carl. then, there's bill. bill came out. there's the hug seen round the world. i asked both of these guys how they were able to put all of the bad blood behind them. here's what they said. >> they called an assistant picked un, he wasn't in the office. i said tell carl i'm calling to forgive him. and it was a true story. and she said oh, you know, i think he'll really like that. okay. so he called me later that afternoon, and we chatted for 45 minutes, and you know, what we talked about, we would be on herbalife in about 30 seconds. >> i do respect bill. and you know, i was thinking about it before bill called i said, you know, it's almost crazy that we're at these loggerheads, because i've heard you say different things about different companies, and you are one of the few guys that really does speak out. if you don't like the guy -- there aren't too

. >> senor wapner, thank you very much. the markets are, as scott points out, in turmoil today big time. the dow down 121 points dipping below 17,000, the s&p 500 off about 0.. the nasdaq bearing a harsher brunt here, down 1.44% at 43.87, the russell 2000, similarly down about 1.3%, gold is off a bit as well. is the vix, the volatility index up today, though you can see over the past year it's been confide essant. first we have some breaking news from steve liesman down in steamy washington. steve? >> thanks very much, jeff lacquer, the richmond fed president making some of the since that strong jobs report. he cease saying the jobs report is more representative of the economy than that negative gdp number, talking about an issue that we've been discussing, between strong job growth and weak economic growth overall. lacquer, however, saying he does not see growth over 3% likely in the near future. that's not his call. he sees an economy that continues at this 2, 2.5% gdp rate we've had over the past several years. both have slowed since the great re