i'm scott wapner. stocks surge. what if anything can stop this trump rally. with us, joe terranova, stephanie link, john najarian. kevvin o'leary back with us. we do begin with stocks if major averages all hitting new highs today. throw in the russell 2000 as well. there's the dow. crossing 20,700 for the first time ever. the question is should stocks be where they are given much of the president's policies have not happened yet. doc, i'll throw it to you. is there what art cashin calls a celebratory overload in the market? >> there could be, judge. there is no doubt that we've come very far very quickly. however i think it's got a lot more gas in the tank. i agree with professor shiller. he believes that we could have a substantial move higher from here. crediting the president and saying in comments today that he saw upside, considerable upside from here. maximum optimism. a number of new highs. go down the list today, 52-week highs. tiffany, conag. going in alphabetical order. two pages worth of stock s s&p today hitting 52-week highs. >> that's not a bad

the "halftime report" with scott wapner is coming right back. is apniore r eyessixty tyone vio tive y is at pinvesee thnss kehetive y isanxpon obalnaf sthanrebirom voya eal l ta, inucre anngrte s green n ne ti to tel , and br okg. he.en it'me td fomeme t. r thmarketrowe pri.g. obobarkets mcececen. on a perfect car, then smash it into a tree. your insurance company raises your rates. maybe you should've done more research on them. for drivers with accident forgiveness, liberty mutual won't raise your rates due to your first accident. and if you do have an accident, our claims centers are available to assist you 24/7. call for a free quote today. liberty stands with you™. liberty mutual insurance. >>> applied materials since 2000,000. visa now at the highest level since match of 2008. both are in the cnbc iq100. that index is up 35% in a year. for more on the cnbc iq index go to cnbc.com/iq100. now once again, here's scott wapner and the "halftime report." >> we're back upon the "halftime report." have a huge lineup of big name earnings from the l

i'm scott wapner. our top trade in terms of the market today is apple but it is sort of impossible to ignore the events that are taking place over the last 24 lohours. certainly the many days in the nation's capital. apple for its part had a strong quarter. the stock is trading at its highest level in more than a year. we wonder whether it's too late to get in or not but, you know, it's sort of impossible to do a segue off of that to straight up apple. since i have kevin o'leary and the crew here with me, carrie fire seen, jon najarian, josh brown. a comment, kevin, if you would what you've witnessed taking place in the last several days in the context of the rally where earnings for us remain front and center and apple is clearly the lead story today but as we have one eye on apple and the stock market we have no choice but to have one on 1600 pennsylvania avenue as well. >> so i'm going to take a swipe at this from the context of the tech sector. we started with apple. let's not talk about a the stoc

welcome to "the halftime report," i'm scott wapner. our top trade this hour, ready to run or run out of gas. the key question for investors as the major average set new highs today. how long can this rally really last? with us, joe terranova, steve weise, josh brown, pete najarian. we will get to the markets in a minute. first to eamon javers at the white house where the president has called that impromptu news conference, we're about 30 minutes from now. eamon, what should we expect to hear today? >> nbc news has kmplt that the protected's second pick is alexander acosta, the dean at the florida international university law school. he was also an assistant attorney general under george w. bush. we'll hear more about that, the president without naming his candidate earlier in a meeting with members of congress, said that he is a great man, he's excited about this pick. so we'll wait and see what happens there. but to give you a sense of just how quickly this press conference has been arranged, i want to talk to some of the press aides

i'm scott wapner. why some on wall street are growing more negative on the president's agenda. what it could mean for the markets and your money. also on set with us is jim cramer, host of "mad money." i go to you first. is it nervous time or not to worry time? >> look, i'm still focused on earnings and i've got to tell you, we may want to stay focused on washington. i see companies like mcdonald's, everybody hates it, stocks now up three. ibm reports a quarter. everyone says forget that. stock then has a very big run. domino's reports -- forget domino's. it's done. moves up. we see these tech companies come back. nvidia was at 117 when the year ended. then it gets slammed down to 102 and now it's all the way back. these are not necessarily stocks associated with trump. so, yes, if you have certain companies that you think were just -- you really wanted them to do well because you thought that more people would go out to dinner, shop. inflation. >> you think there's too much emphasis on the president? >> it's easy. such ab easy thing to do. >> rather than earnings? >> who wants

. >>> i'm scott wapner. on "the halftime report" from right here at the new york stock exchange, is apple back? the stock is soaring today. should you buy it or has the opportunity now passed? plus, will facebook be the next to report blockbuster earnings today? and will it send the stock higher? top-rated analyst mark mahaney will join us. and the financial names kevin o'leary says you must sell right now if you own them. "the halftime report" starts behind me at post 9 in about 20 minutes. kayla, see you then. >> scott wapner in the house. see you soon. >>> meanwhile, president trump and the white house making waves with a series of controversial executive orders. markets remaining volatile as investors digest how the administration will institute some pro business policies that appear to be shelved for now. joining us on the cnbc news line, shawn matthews is the ceo of cantor fitzgerald. shawn, you told us in december you wanted to see what congress did when it came back in session, but so far, the big fi

i'm scott wapner. why some on wall street are growing more negative on the president's agenda. it could mean for the markets and your money. also on set with us is jim cramer, host of "mad money." i go to you first. is it nervous time or not to worry time? >> look, i'm still focused on earnings and i've got to tell you, we may

i'm scott wapner. our top trade this hour return of the activists.hy carl icahn, nelson peltz and others are suddenly swarming again and what it means for investors and your money. with us for the hour today joe terranova, steve wise, brothers najarian. we begin with the markets and why big name investors are back and battling with the country's biggest companies if latest example, carl icahn's reported new stake in bristol-myers. meg is starting us off with the late sgles bristol-myers has been seen as vulnerable to potential activism of even takeover. you basically pinpoint the day this started if you look at it stock price over the last year. look back to august. it had clinical trial results around august 5th that were very disappointing to the street on big lung cancer drug that investors saw as putting it as a slight disadvantage to competitor merck in the space. so carl icahn reportedly taking this stake, reported by the "wall street journal" yesterday. and jana partners wrung so new directors out of bristol-myers yesterday and $2 billion buyb

. ♪ >>> i'm scott wapner.n "the halftime report," the dow, s&p and nasdaq all hitting record highs after president trump says we'll see a tax plan within a few weeks. will that be enough to take stocks to the next level? >>> plus, twitter battle. wall street's biggest bull, biggest bear both here to make their cases on that stock today. >>> and after last night's garden fight, we are holding court on msg stock. one of our traders says it's a value play, but there's just one thing preventing him from buying it. find out what that is, noon eastern on "the halftime report," sara. quite a scene last night at the garden. >> oh, yeah. we've seen that video. scott, thank you. we'll see you then. >>> let's get over to the cme group, rick santelli with "the santelli exchange," as bond yields and the dollar make a move up here, rick. >> they absolutely do! and that's exactly what we're going to talk about. and as we talk, i want you to look at intraday of our 10-year, really it's a 24-hour chart of the bunds. now, grant

fiamps ne rhe ou♪ >>> i'm scott wapner.port," with stocks soaring, a market watcher says dow 30,000 could be the next stop. plus, several big names popping and dropping this hour after earnings. our traders take their positions on amazon, amgen, visa, chipotle, visa and fireeye. and macy's is soaring today on a buyout report. we'll ask dana telsey if the reports are real and what it means for your money if you're in the retail space. "halftime report" starts at noon. of course, we're expecting sorkin to have some ceo interviews as well. see you in a bit. >> busy day, scott. thanks. >>> let's get to the cme group in the meantime, check in with rick for "the santelli exchange." hey, rick. >> good morning, carl, and thank you. of course, we know the january employment report really was a split decision on many levels. if you looked at private payrolls, nonfarm headline payrolls, they weren't bad, but i think the two big issues were that we're bringing more workers into the labor force. the labor participation rate went up. the

. >>> i'm scott wapner. halftime report" from the new york stock exchange, with apple closing in on an all-time high, one of our traders who's been dead set against the stock starts to change his mind. plus, analyst rich greenfield says it's time to give twitter another chance. he's going to be with us live. and a value investor with an incredible track record is here as well. "halftime report," noon eastern. see you in a few. >> good to have you in the house again, scott. thank you very much. let's get to rick santelli earlier than usual for "the santelli exchange." hey, rick. >> oh, early, late, it's all fine with me. let's see, what do we want to talk about? i know what we can talk about today, one of the big threads as of late, very late, is the notion, can stocks survive -- and survive meaning to the up side -- when rates are moving lower, and can they survive supermodels? i'm not talking about the type of supermodel, of course, that's married to the quarterback that won the super bowl. i'm talking more

welcome to "halftime report" i'm scott wapner.e begin with the markets and whether the trump rally is at risk from rising global tensions to uncertainty over the fed's next move. a lot for investors to consider today. with us for the hour, joe terranova, jim labor en that will. also, paul richards, the president of medley global advisers. so doc, you tell me. i'm just wondering if investors are complacent, too much so, to some of the risks that seem to be out there. look at the vix at 11. >> yep. >> the vix is at 11. yesterday somebody came into the s&p 500 pit in the last hour of trading, and bought a whole bunch of protection that expires monday next week. these are s&p 500 puts at the 2250 strike. they have already lost a pile of money on that trade. put up $4 million, lost 5 or $600,000. so the big money is still protecting. is not complacent. they have been doing similar things in the vix pit. putting on protection ahead of the jobs report. and/or whatever might be tweeted or happen over the weekend. with the interview, for i

. >>> i'm scott wapner.halftime report," we're expecting breaking news from president trump in the next hour. he says he's announcing his new pick for secretary of labor. the media may have a chance to ask questions. we are there live. >>> plus, we are talking live with a top market-watcher at jpmorgan who says the rally at wall street is about to accelerate. >>> and if you missed apple's run, can you find better opportunities in the supply chain? we'll discuss. "halftime" starts at 12:00 eastern. carl, see you in ten. >> sounds good, scott, thanks. >>> marriott reporting a surge in earnings last quarter credited to the acquisition of starwood hotel and resorts worldwide. the stock hits an all-time high today since the spinoff in '93. susan li is with arne sorenson for an interview. >> arne, good to see you today. beat on the top and bottom line and forecasting hotel revenue at maybe flat to 2% for 2017, but you said that you've noticed some positive trends to kick off the year. well, that's right. obviously

i'm scott wapner. top trade this hour, apple's all-time high.hares getting close to that major milestone. one recent critic of the company may be about to buy the stock. with us for the hour today, stevenwise, josh brown, jon najarian. let's get with apple. let's go right to the sound. i want you to hear this and then talk about it on the other side. >> it's a hardware company. and -- >> you just said it's a services company now. >> it's not. money comes from hardware. >> yes, it is. now they're talking about funding original content. netflix. so they've been late to the party on everything. where have they innovated aside from when they came out oh. >> why do they have to come out with somebody first as long as they're doing it better. >> who says they're doing it better? >> well, well, well. steve weiss, did you buy a little apple today? >> i did. i'm not going to tell you the physical circumstances upon which i bout it but you though them. here's -- >> thank god. >> yeah. here's why i bought it. i was a little bored this morning. i said what

i'm scott wapner. we begin this hour with a cnbc exclusive. under armour founder and ceo kevin plank, his stock under fire since earnings disappointed. mr. plank joining me here at the new york stock exchange on what lies ahead for his company. kevin, it's good to see you again. >> great to see you, scott. >> this is the second quarter in a row that we've sat together following a big slide in your stock and investors seem to be questioning where your growth is going. >> yeah. >> what's happening? >> first of all, i think we need to control the narrative a bit. when people refer to the last earnings call we were for q3, plus 22 on the top line and plus 23 on the bottom line. we narrative we taught about is where we saw operating income. fourth quarter, great back to school. we felt good. what we've learned though and i think what we've seen is this business is much more. we have a growth company. current outlook has double digit plus growth which is close to industry in sector leading amongst the leaders there. our business is so young, our bus

welcome to "the halftime report" i'm scott wapner. more mile stoejs for the major average as with all time highs. with us for hot you are, jim lab lebenthal and steve weise. we have josh brown -- yeah, josh and joe terranova, our snow wimps. are you guys there? >> yes. >> you guys all probably huddled up by the fire in your pjs. i'm going to start with the guys who made the effort to come in today. like the rest of us. steve weise, major averages all record-highs. goldman, nike, cat, chevron, jp, having the most impact today. >> president trump came out, talked about that we'll have a tax plan in two or three weeks. that will be good to see. and here's what you have to say about president trump. he's lived up to everything he has said. i think there's been a major turn in that he could have gone after the chinese, but he didn't. so he sent a letter, and so then that gives, i would say, some respect for in terms of how he's dealt with his counterparts. >> you think that's in part for the gain today, along with his comment he's going to

i'm scott wapner. top trade this hour. markets big moent. stocks up 3% in february.ith the dow setting a record close for the tenth straight day. longest streak since 1987. so why then is one of our experts saying a correction could be in the cards as early as next week? with us for the hour today stephanie link, jim lebenthal and the brothers najarian and kate morris at blackrock. let's begin with stocks. they are pulling back today. prediction of what might happen next. i don't know, doc, you're the one who thinks that you could get a correction. you've been bullish. >> i am bullish. >> you think we could get a correction next week. >> i think there are two catalysts. one, the president's speech before congress. that's the 28th, folks. >> tuesday. >> that will be in the evening. tuesday, in the evening. in other words, really the trading begins of course the first of march for that. i know there's after-hours trading of the s&p in particular at that time. but, what you had today was the president at cpac of course, judge. he threw the red meat out there. the audien

i'm scott wapner. top trade this hour, going dp long, why warren buffett told cnbc he is sticking with stocks even after the post-election surge. >> stocks versus bonds right now is not close. now, bond yields can change a lot. if bonds go to 15% i may be recommending bonds. measure it against interest rates stocks actually are on the cheap side compared to historic valuations. >> we're going to kick that around with joe terranova, steve weiss, josh brown, jon najarian around and er and erin brown. first, new at noon today. another famed money manager weighing in on the side of the stocks today. apple loses david teper telling me exclusion ily today he's long stocks, short bonds. tepp posing the question to me like this. could be there's too loose monetary policies still around the globe. it suggests it's affecting the bond market more than stocks. weiss, i'll let you weigh in on that first. let's take the tepper commentary first and meld that with what buffett is saying as well. >> they're both saying

i'm scott wapner.me report," mark cuban joins us after sparring with the president on twitter. what does the investor think about the president's first month and the market's reaction? >>> and is mondelez out of the running as a kraft heinz takeover target? and missing the trump ralrally,e they the next to take off? plus, is he now changing his tune on the market? noon eastern "halftime report." it starts then. sa sara, see you in about 15. >> sounds like a good one, scott. thank you. >>> let's get to the cme group, rick santelli with "the santelli exchange," as always. rick? >> good morning, sara. you know, sometimes the smallest things could keep you off the scent of a really good trade, okay? there are several, actually, i can think of off the top of my head -- politics. politics is definitely going to keep you off the scent. sometimes emotions keep you off the scent. you know, i remember when i used to trade. if i had a loser, i could go have lunch, do whatever, because i didn't want to get out, be

. >>> i'm scott wapner.n "the halftime report," one of our traders thinks a correction to the trump rally could hit the markets next week. how he's getting ready today. >>> plus, noted short seller andrew left making moves today. he'll join us to tell us what they are. >>> and the call on goldman sachs that may shake up the financials trade. "halftime report" top of the hour. carl, see you at noon eastern. >>> thanks, scott. let's get to rick santelli and get "the santelli exchange" at the cme. rick? >> thanks, carl. i'd like to rem my guest, rob nichols. rob, thanks for taking the time today. >> rick, thanks for including me! i'm excited to be here. >> all right, listen, you know, many might not know that the federal reserve is owned by private investors, and those private investors are in the form of banks, and they get shares, they can never sell them. but there is a dividend that's been associated with them for over 100 years, 6% dividend. but that all changed. it's a weird story with transportation and

i'm scott wapner. our top trade this hour return of the activists.ers are suddenly swarming again and what it means for investors and your money. with us for the hour today joe terranova, steve wise, brothers najarian. we begin with the markets and why big name investors are back and battling with the country's biggest companies if latest example, carl icahn's reported new

happy girth day, scott wapner, did you any no one would no?, yellen, retail all in play, and wall street is focused on all of it. we are live in d.c. straight ahead. also ahead you'll hear from one of the most prominent venture capitalists. and then we're hitting the tracks, the amtrak ceo, his take on president trump and the promise of an infrastructure bill. all aboard. "power lunch" starts right now.

i'm melissa lee along with michelle and scott wapner is also joining us. >> can't you tell, that's the party music. >> two hours before the closing bell on this friday and record-setting day on wall street. trump's trade policy, former top steel manufacturing ceo who advised the trump campaign tells us what to expect in the days and months ahead. >>> stocks hitting new highs. where to put your money now, one top fund manager who manages not just two but five-star rated funds. and the race to $1,000. which one will get there first, amazon or alphabet? which has better growth potential? we have some answers. >>> mead johnson. interpublic shares beating earnings estimates, buying back $300 million of its stock. number of well-known names hitting new 52-week highs, home depot, netflix, costco and priceline amongst them. >>> i'm scott wapner. dan tarullo resigning from the federal bank where he helped to lead federal regulation. that departure leaving more room for president trump to reshape the policy making staff. financials moving higher following that news, just off session highs. news

i'm scott wapner. stocks surge. what if anything can stop this trump rally.ith us, joe terranova, stephanie link, john najarian. kevvin o'leary back with us. we do begin with stocks if major averages all hitting new highs today. throw in the russell 2000 as well. there's the dow. crossing 20,700 for the first time ever. the question is should stocks be where they are given much

i'm scott wapner. we begin this hour with a cnbc exclusive.our founder and ceo kevin plank, his stock under fire since earnings disappointed. mr. plank joining me here at the new york stock exchange on what lies ahead for his company. kevin, it's good to see you again. >> great to see you, scott. >> this is the second quarter in a row that we've sat together following a big slide in your st

on tuesday plank told scott wapner that trump is good for american business. calling him an asset.n an interview with the san jose mercury news curry says i agree with that description if you remove the "et" from asset. under armour said it is focused on business issues, it's about policy, not politics. curry said he would leave if the line is crossed. he says if i can say the leadership is not in line with my core values, then there is no amount of money, there's no platform i wouldn't jump off if it wasn't in line with who i am. curry is under armour's most important athlete as you've learned from me. he's also their one hope of going international, because he's the one name. tom brady doesn't resonate in asia. he's the one name they know, love and buy shoes from. so obviously this relationship is important. under armour pushing back saying the xhecomments were taken out context. plank met with other manufacturing ceos at the white house, talking about policies, not praising donald trump himself. >> they're big in soccer as well, but in terms of u.s. sports -- >> who do they have

i'm scott wapner. we do begin with breaking news. two developing stories we continue to follow.n just a matter of moments on the left-hand side of your screen, the president of the united states donald trump will greet israeli prime minister benjamin netanyahu. just a matter of moments to his arrival. they will have a joint news conference. we will go to the white house live for that. on the right-hand side of your screen, we are keeping our eyes on the fed chair who is back on capitol hill today. this time before the house financial services committee. we are watching the markets as well. the s&p 500 now in the midst

i'm scott wapner. top trade this hour, stocks and the speech.ht could be the moment of truth for the trump rally. with us for the hour today joe terranova, stephanie link, josh brown, jon najarian and pete najarian from minneapolis. expectations that president trump's agenda including tax cuts and big spending on infrom structure ll

i'm scott wapner. manufacturing ceos meeting with the president.e'll take you there live in just a moment. stocks, in the meantime, setting another record today. the dow's longest winning streak in some three decades. why then is one big name money manager brailling out of this market? >> with us now, jim lafen that you will, steve wise, the

welcome to "halftime report" i'm scott wapner.gin with the markets and whether the trump rally is at risk from rising global tensions to uncertainty over the fed's next move. a lot for investors to consider today. with us for the hour, joe terranova, jim labor en that will. also, paul richards, the president of medley global advisers. so doc, you tell me. i'm just wondering if investors are complacent, too much so, to some of the risks that seem to be out there.

i'm scott wapner. we of course have been watching the fed chair janet yellen before the senate banking committee. day one of two days worth of testimony on capitol hill. many market moving statements today. chair yellen saying she expects gradual rate hikes and also said waiting too long to hike rates would be unwise. and that was really the moment where we started to see some activity within the markets. stocks for their part have been little moving today. i'll show you exactly what's happening in the markets. of course we've been setting records almost every day but there's the dow. may be moving to the highs of the day now, up 28 points. the real activity today has taken place within the bond market. and that's what i want to show you what treasuries have done today because all in that comment that waiting too long would be unwise you really saw movement today in the two, five, and ten-year notes which blasted higher there as you can see. sort of leveled off after that but you get the point that we'

i'm scott wapner. manufacturing ceos meeting with the president. we'll take you there live in just a moment. stocks, in the meantime, setting another record today. the dow's longest winning streak in some three decades. why then is one big name money manager brailling out of this market? >> with us now, jim lafen that you will, steve wise, the brothers najarian. the dow, 20,792. our leslie picard starts us off with the comments that have wall street talking. what did jeffrey oven have to say? >> two words to describe the markets. they are bad stuff. he was speaking at a reuters event on activism and says he is disinvesting and sitting on $3 billion in cash. ubben is focused on the risk of inflation. >> everything about trump i think is inflationary. it's the last thing anybody is worried about. interest rates are going up. there is no talk of fighting the fed at all. >> he did concede that tax reform would be positive. the devil is in the details. if there is a border tax, which is very inflationary. trump's agenda has been a boom for his investmen

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. >>> i'm scott wapner. coming up today on "the halftime report," with u.s.we talk with a top-ranked money manager who's putting 70% of his money outside of the u.s. we'll find out where. plus, one trader sees opportunity in retail. see which big names he thinks investors should buy right now. and with apple nearing an all-time high, we'll debate other big-moving nasdaq stocks as well, including intel, nvidia and activision. "halftime report" at the top of the hour. see you in 15. >> sounds good, scott, thanks. >>> snapchat prepares to go public at the nyse and supermodel miranda kerr, who is the fiancee of the company's founder and ceo, evan spiegel, calling facebook out on its stories feature. in an interview with "the times of lolondon," she was appalled facebook's lack of creativity. "i cannot stand facebook. can they not be innovative? do they have to steal all of my partner's ideas? it's a disgrace. how do they sleep at night?" snapchat saw a drop after facebook launched the stories feature. my idea is which supermodel defended her partner best, gisele

i'm scott wapner.rade this hour, going dp long, why warren buffett told cnbc he is sticking with stocks even after the post-election surge. >> stocks versus bonds right now is not close. now, bond yields can change a lot. if bonds go to 15% i may be recommending bonds. measure it against interest rates stocks actually are on the cheap side compared to historic valuations. >> we're going to kick that

i'm scott wapner. our top trade this hour beating the benchmark, why active stock pickers are back in business. and what it means for your money. with us for the hour today, steven weiss, josh brown, john lebenthal and one of baron's top 100 financial advisers. before we get to the markets today we want to welcome in mark cuban on the phone. four weeks into donald trump's presidency, mark, welcome. >> thanks, guys. thanks for having me on. >> you have been, i think it's fair to say, sort of sparring with the president, at least recently. >> uh-huh. >> he seemed to take a shot out of the blue at you a week or so ago. and then you've responded with a couple tweets in the last 24 hours. one that said, and i'm quoting, it's time we accept pous for who he is, he's entertaining. later you said it's a waste of time to try and turn pinocchio into a real president. what's going on? >> a couple of things. first, i deleted the first tweet because i thought the pinocchio tweet said it better. loon, i tweeted more

i'm scott wapner. top trade this hour, stocks and the speech. why tonight could be the moment of truth for the trump rally. with us for the hour today joe terranova, stephanie link, josh brown, jon najarian and pete najarian from minneapolis. expectations that president trump's agenda including tax cuts and big spending on infrom structure will stimulate economic growth. it makes the address before a joint session of congress all the more interesting for investors who will be looking for more clarity. jon, you're the one who suggested if we don't get that clarity, a correction could be in the cards. >> yeah. if he stumbled and didn't give us basicalically what the marke wants we all know the market, us collectively, we can act like bad children and when that happens of course the markets generally react negatively. i don't think that's going to happen. i think he's going to hit repatriation hard. i've got an example for you. you take a look at some of the activity in the derivatives contracts. the options. these companies folks have the most mon

. >>> i'm scott wapner.ay on "the halftime report" from the new york exchange, the russell 2000 hits a record, far outpacing the nasdaq, s&p and s&p 500. plus, an exclusive interview with mick mcguire, focusing on buffalo wild wings and deckers. and more wall street support for apple as that stock nears its own new record high. what do you do, do you ride it or take profits? "halftime report" at noon eastern. j jon, see you in about 15. >> we'll keep a chair warm for you. now to the cme group and rick santelli has "the santelli exchange." rick? >> thanks, jon. we all know that policy changes are coming. market hasn't waited. it's already weighed in, maybe in a very large way. so has foreign exchange, and to some extent, so has fixed income. we all know that things like border tax adjustment purr importantedly is going to have a big effect to the up side on the dollar index. is that affecting how speculators are trading it? i'm sure it is. how it turns out? well, nobody really knows. there's some pretty calcu

plank sitting down exclusively with scott wapner. t, one of the things i thought was most interesting is pressing him several times whether he's buying his own stock. he either didn't want to answer, couldn't answer or just didn't want to go there. >> i got the feeling he wasn't, though. i was referring to when jamie dimon of jpmorgan stepped in and bought his stock and gave a lift to jpmorgan when financials and the overall market needed that boost of confidence. but plank wasn't going there. it's a tough couple of quarters. guys, as you know. for under armour. growth is slowing slightly. the stock is hammered. you alluded to the fact it's half of the value it was just a year ago. mr. plank saying that the company does remain on track to catch some of its competitors. here's what he had to say. >> this company plays offense. like this company throws punches. it's what we do and continue to run again. this business doubled in the last three years. xae companies that double, there's things that happen and this is not an excuse. it does

happy girth day, scott wapner, did you any no one would no? trump, yellen, retail all in play, and wall street is focused on all of it. we are live in d.c. straight ahead. also ahead you'll hear from one of the most prominent venture capitalists. and then we're hitting the tracks, the amtrak ceo, his take on president trump and the promise of an infrastructure bill. all aboard. "power lunch" starts right now. ♪ c'mon ride the train >>> it's another record-setting day, as all three major averages hitting all-time highs, now on the longest winning streak from september 2013. procter & gamble making an unusual appearance, following the news that trian took a major stake in the company during the quarter. >> yahoo layers jumping respect sources telling david faber that verizon is close to a revised offer. h & r block shares under pressure, this after coming soon, the president saying, quote, other than h & r block, people are going to love it. and fossil is getting, buried after they -- fossil shares are down 18%. welcome, everybody. water laser f

. >> i'm scott wapner.s tax reform could get done earlier than health care. >>> and help wanted at tiffany. the jewelry retailer ceo stepping down late yesterday and the company saying it's concerned about itsle financial performance. we'll look at whether there could be other reasons at play here. >> bank of america, jpmorgan, retail investors are buying these every month. now there's a new small cap name ma

. >> i'm scott wapner. president trump says tax reform could get done earlier than health care. >>> and help wanted at tiffany. the jewelry retailer ceo stepping down late yesterday and the company saying it's concerned about itsle financial performance. we'll look at whether there could be other reasons at play here. >> bank of america, jpmorgan, retail investors are buying these every month. now there's a new small cap name making the list. >> then after the bell the patriots incredible come back last night got us thinking about companies that may need a tom brady themselves to help turn thing around. nba star chris paul will join us to discuss the new investment fund he's working with. >> nice. >> so stick around. >> let's start with president trump's first visit to the u.s. central command in tampa. eamon javers has the story. >> reporter: we are expecting the president back here in washington at some point this evening but he was in tampa, florida earlier today, the headquarters of u.s. central command

. >> i'm scott wapner. another record breaker for stocks. apple on track for a record close as well. the dow on pace for its fifth record close just since the inauguration. it's 20 seconds since the election. we'll look at whether it's time to get cautious or not. >> the question everybody keeps asking as the rally keeps going. the latest shot in the wireless wars. verizon is bringing back ice unlimited plan. what do these price cuts mean. >> growing role of gary cohn in the trump administration as we await tonight's confirmiation for mnuchin. >> that was a gentle justin trudeau. if you expected fireworks here between the cohnian side and u.s. side that's not what we saw. trudeau's moment where he came close to criticism of the u.s. is when he quoted winston churchill talking about the very peaceful and low key of the northern border of the u.s. as a model for all of the world. trudeau also saying here that ultimately canadians didn't expect him to come down here wagging his finger. here's what he had to say. >> there have been times where w

. >> i'm scott wapner in for bill griffith.wn by the financials. >> intel ceo meeting with president trump at the white house, one of the many ceos going through today and announcing his company will invest $7 million in a factory in arizona. it comes days after intel joined more than h

. >> i'm scott wapner. another record breaker for stocks. on track for a record close as well. the dow on pace for its fifth record close just since the inauguration. it's 20 seconds since the election. we'll look at whether it's time to get cautious or not. >> the question everybody keeps asking as the rally keeps going. the latest shot in the wireless wars. verizon is bringing back ice unlimited plan.

. >> i'm scott wapner in for bill griffith. the dow dragged down by the financials. >> intel ceo meeting with president trump at the white house, one of the many ceos going through today and announcing his company will invest $7 million in a factory in arizona. it comes days after intel joined more than a hundred companies opposing trump's immigration executive order. >>> the president taking aim at nordstrom today for pulling his daughter's clothing line. the stock is rallying today. coming up, we talk to two top analysts on whether they think trump's top target can be in for a ride. >> eamon javers has the intel from the white house. >> i have never really seen a new plant announcement inside the oval office before. something new here from the trump administration. sean spicer, the white house press secretary, a little while ago briefing reporters, said we can expect this will become a pattern with this administration. here is the moment inside the oval office when intel ceo explained what it is they are announcing today. >>

our resident carl icahn expert, scott wapner, trying to reach out to mr.hn and meg tirrell has reached out to bristol-myers. up about 2% at 55.63 on word carl icahn has taken a stake. we do not know how large of a stake it is in that company but he sees it as a possible takeover target. i'm sure we'll have more on this as the afternoon draws on. folks, back to you. >> thank you, ty. listen, we need to know a lot more. >> i'm not going anywhere until we know some more information on that one. >>> 17 minutes left in the trading session here. boy, incrementally it just continues to move higher. the dow up 125 points right now at 27 -- 20,749. you've been doing it for two weeks. it kept going up. >> we see the green eyed bull every day. >> two down days while i was gone i am told. >> you still decided to come back with all of that at steak. >> i did. i did. i'm staying, too. >>> it could be back to the future for u.s. banks if president trump succeeds in the deregulation. that could have an impact on the lending mark. >>> for years the u.s. and u.k. have attra

. >> scott wapner, are you the master of someone stainious combuchlths what happened? this just happened? it just happened. >> right place, right time. >> i mean the next "shark tank" will be interesting the next time they go out to l.a. and do that. you know what started this whole thing, what got us interested in the first place, there had been a bit of sparring back and forth between the president and mark cuban in the last couple of weeks. as recently as, you know, yesterday, mark cuban tweeted a couple of things, among those, it's a waste of time to try to turn pinnochio into a real president t. focus needs to be on the gepetos and legislators around him. he went on to say some of the good things president trump had done and sort of took issue with some of the this i think so that he didn't agree with, saying that his biggest issues are no self aware inside, no situational awareness, can't admit mistakes, no leadership skills, can't stay focused. that's the genesis of how this happens. kevin o'leary has a different point of view. he said, look, you are not giving