over to scott wapner >>> david, thanks.r is the steep sell-off in china and fears of a bigger slowdown in europe even more reason to stay invested in u.s. stocks after a wild week for the dow, when will this volatility end? it is noon and this is "the halftime report. >>> chinese slowdown, euro-fear, will it hurt the u.s. or make domestic stocks bust out of the slump? plus, a host of bi

coming up next investor carl icahn will join scott wapner and david faber why he's asking dell sharers to vote to the plan to return to the public market >> in the meantime a little bit after seesaw, the dow is negative along with the s&p. tomorrow we'll have goldman and morgan stanley and bring on ibm and netflix. let's get to the judge >>> i'm scott wapner if techcontinues to fall, can the correction really reach a conclusion the nasdaq under more pressure this hour. the big question now, when will that selling stop? >>> the big debate today -- >> the outlook for the market, in my opinion, isn't nearly as good as it was >> is this top market watcher right? are the good times coming to a stop plus, the one part of the market that may be set for a pop. if, indeed, the u.s. rally fails to restart and carl icahn is with us live and exclusively as he gears up for a new fight with michael

to scott wapner and "the half. "has the longest bull market reached the tipping point?really happens to stocks if interest rates continue to rise? it is noon and this is "the halftime report. >>> the great rate debate. our lineup is the best you'll find bond king's rick rider and jeremy siegel. and the analysts say g.e. is on the way to $20 a share "the halftime report" starts right now. >>> good tohave you with u

. >>> i'm scott wapner stocks have been falling as rates have been rising and now an even bigger concern may be looming. is the economy slowing at exactly the wrong time for your money? it is 12:00, noon, and this is "the halftime report." >>> rising rates, concern for the bull market. pimco's chief investment officer mark keisel is with us to tell us where the rates go now. plus an upgrade from dow underperformer and a major storm at america's oil infrastructure. "the halftime report" starts now. >>> good to have you with us on this tuesday here to debate, joe terranova, stephanie link, jon and pete najarian and reporter steve liesman. we do begin with the markets for good reason. stocks fairly volatile as concerns over rising interest rates continue to reverberate through global markets is there a new worry that is a big question and questions now about whether the booming u.s. economy is suddenly at a tipping point. pete, the s&p is trying to break this three-day losing streak, trying to figure out where rates are going and if we can handle it where are your thoughts? >> and mike wils

. >>> i'm scott wapner here's what's coming up. as the dow closes in on 27,000 and hits another new record today, is it confirmation that one of the best trades of the year is ending we'll explain coming up. >>> plus jim cramer is seeing a change in leadership in the chips. we'll tell you what stocks are likely to pop and drop if that's the case. >>> and our call of the day is from a space that's gotten hammered lately. we'll tell you the one retailer one analyst thinks is about to surge. it's on the "half" and it's less than 15 away. >> scott, thank you very much. i imagine you'll watch yields as well we've got the 30 at 3.27 now let's get over to rick santelli. >> good morning, carl. listen, we're going to do part new and part what i anticipated on doing but as i look at the board, i can't help but notice some things that you need to be aware of, you being the viewer or radio listener the data this morning seemed to have lit a fire in the market. not that the equity markets weren't already pretty red hot, but we did have good adp

. >>> i'm scott wapner the dow setting another new record as we come on the air this hour. are stocks now prime for a big fourth quarter run it is noon and this is "the halftime report. >>> can general electric regain its glory? as shares fall back today, we debate the best move for your money. plus, a big call on big oil. one analyst tells us four reasons why chevron will outperform in the months ahead >>> and the quarterly report a look at which of our traders picks hits and which ones missed "the halftime report" with scott wapner starts now. >>> and it is good to have you with us on this tuesday. here to debate and trade the biggest stories of the day are joe terranova, stephanie link, jim lebenthal, josh brown, and ed yardenni, good to have you here good to have all of you with us. the dow hitting another new record high today. the 18th of the year not that far away from 27,000. this thing keeps going on. boeing, cat, other industrials leading the way as boeing goes,some respects, so goes the dow. >> regular viewers of the show, i think, will recognize the base case fo

icahn will join scott wapner and david faber why he's asking dell share holders to vote to the plan to return to the public market >> in the meantime a little bit after seesaw, the dow is negative along with the s&p. tomorrow we'll have goldman and morgan stanley and bring on ibm and netflix. let's get to the judge >>> i'm scott wapner if techcontinues to fall, can the correction really reach a conclusion the nasdaq under more pressure this hour. the big question now, when will that selling stop? >>> the big debate today -- >> the outlook for the market, in my opinion, isn't nearly as good as it was >> is this top market watcher right? are the good times coming to a stop plus, the one part of the market that may be set for a pop. if, indeed, the u.s. rally fails to restart and carl icahn is with us live and exclusively as he gears up for a new fight with michael dell "the halftime report" starts right now. >>> welcome. it is good to have you with us on this monday here to debate and trade the biggest stories of the day, joe terranova, jon najarian, kevin o'leary is the chairman as well

. >> i'm scott wapner. fable, amazon, alphabet and google all known as the fangs. the question now, is it finally time to buy? it is 12:00 noon, and this is the halftime report. >> is this the blood on the fanks investors have been waiting for? afl beth bet and facebook down 15% in a monday. amazon and netflix down 25%. the halftime report starts right now. welcome. good to have you with us on this tuesday. here to debate and trade the biggest stories of this day are joe terra nova, stephanie link, josh brown, and jerry. stocks opened lower only to stage the mid morning reversal led in part by the beaten up fang stocks. fang index down 12% in october is this time have they bottomed. >> i don't think they are all going to bottom together i think facebook probably is going to be a different animal than alphabet, which i own and added to during the course of october. i think the right question to be asking is will there be an oversould sold bounce? have we got .to that point. >> it opened low, now it's higher most of the fang names except for amazon are up right now.

let's get over to the judge. >>> all right, i'm scott wapner. the worst month for stocks in eight years is your money still prime for a run to the end of the year? it is noon stocks are rallying. this is "the halftime report." >>> is the bottom in tom lee says yes we're debating his note that has wall street talking today. plus, the wild f.a.n.g. trade as facebook tries to rally the group. and the big, aggressive call on ge

over to scott wapner >>> david, thanks. i'm scott wapner is the steep sell-off in china and fears of a bigger slowdown in europe even more reason to stay invested in u.s. stocks after a wild week for the dow, when will this volatility end? it is noon and this is "the halftime report. >>> chinese slowdown, euro-fear, will it hurt the u.s. or make domestic stocks bust out of the slump? plus, a host of big calls today, apple, amd, disney and more. and get set for a huge earnings week we'll get you ahead of the game. "the halftime report" starts now. >>> welcome. great to have you with us on this friday. jim lebenthal, josh brown, steve weiss, we begin with the markets today. josh, give me your point of view here you get this weak china growth weakness since '09, issues with europe whether it's corporate earnings, italy has issues even with all of the volatility. >> so the market is fairly intelligent and if you actually look at what's gone on all year, it turns out the united states stock market is within 6% or so of its all-t

now back to scott wapner and "the halftime report" traders. >> welcome back to "the halftime report."h lipton. big news dropping on google, specifically, scott, that google exposed a private data of hundreds of thousands of users of google plus, the google plus social network and then opted not to disclose that issue apparently this past spring because the company was afraid that doing so would draw regulatory scrutiny and cause reputational damage according to the journal. but now as part of the response, this issue, alphabet unit plans to announce some pretty sweeping set of privacy data measures that include permanently shutting down all consumer functionality of google plus we have reached out directly to the company for that comment we'll bring you that response if and when we get it guys, back to you. >> thank you very much so -- >> big breaking news >> allegedly attempting to hide it from regulators as part of this? >> that won't be good. >> because of reputational damage the whole space of google, facebook, it is all about the reputational damage at this point and what other r

." >>> thanks, carl i'm scott wapner stocks are bouncing back following the biggest two-day sell-off in eight months is the worst of the correction now over is it really safe to buy stocks? it's noon and this is "the halftime report. >>> larry kudlow is back on "the halftime report. on the agenda, fed fight, the trade battle, and how fast the economy is really growing. plus, market veteran liz ann sonders on whether or not it's time to buy stocks after this week's stocks. and a big call on beaten down netflix as we debate big tech after the beatdown "the halftime report" starts now. >>> on this friday we -- very good to have you with us on this friday. we look at the markets stocks are not at their best levels of the day, but there is green across the board dow jones industrial average good for 142 points. 25,195 you see the compas&p 500 up the nasdaq is the outperformer good for 1.5%. 7,436. here with us today jim lebenthal, steve weiss, shannon saccocia of boston private wealth, also with us on the phone this hour liz ann sonders, chief investment strategist at charles schwab good

brian sullivan helping us understand the energy complex a whole lot better scott wapner has a cnbc newsl secretary of state mike pompeo meeting with saudi arabia's king salman and alleged slaying of writer jamal khashoggi he thanked the king for the meeting. later secretary of state pompeo met with the crowned prince salman, saying that they are strong and old allies will face their challenges together. mr. pompeo thanking the prin iie for visiting with him. >>> trump has long ridiculed warren's claim of native american heritage. city council voting to ban styrofoam products they will go out of business if they have to use more expensive containers the restriction goes into effect in january that is the cnbc news update. >> scott wapner, thank you >>> when we come back, evercore ceo and founder is with us dow up 213 we're back in a moment >>> we're keeping our eyes on the markets. they are up rather nicely for all the major averages earlier this morning on "squawk box," larry fink spoke about fear among investors and the role it's playing in these markets. >> there's a huge commentary t

. >> i'm scott wapner. fable, amazon, alphabet and google all known as the fangs.stion now, is it finally time to buy? it is 12:00 noon, and this is the halftime report. >> is this the blood on the fanks investors have been waiting for? afl beth bet and facebook down 15% in a monday. amazon and netflix

." >>> guys, thanks i'm scott wapner it is the biggest question facing your money.rest rates keep climbing, will stocks keep dropping? it is noon we are near the lows of the day, and this is "the halftime report." >>> a goldielocks market or should you fear rising rates the debate is on >>> a rough week for tech. should you buy in? >>> plus, yield plus performance. one analyst's big call on a reit on the rise. "the halftime report" starts right now. >>> good to have you with us on this friday. here to de

." >>> thanks, carl i'm scott wapner stocks are bouncing back following the biggest two-day sell-offt months is the worst of the correction now over is it really safe to buy stocks? it's noon and this is "the halftime report. >>> larry kudlow is back on "the halftime report. on the agenda, fed fight, the trade battle, and how fast the economy is really growing. plus, market veteran liz ann sonders on whether or not it's time to buy stocks after this week's stocks. and a big call on beaten down netflix as we debate big tech after the beatdown "the

. >>> i'm scott wapner the dow setting another new record as we come on the air this hour. stocks now prime for a big fourth quarter run it is noon and this is "the halftime report. >>> can general electric regain its glory? as shares fall back today, we debate the best move for your money. plus, a big call on big oil. one analyst tells us four reasons why chevron will outperform in the months ahead >>> and the quarterly report a look at which of our traders picks hits and which ones missed "the halftime repoth

. >>> all right, i'm scott wapner. after the worst month for stocks in eight years is your money still prime for a run to the end of the year? it is noon stocks are rallying. this is "the halftime report." >>> is the bottom in tom lee says yes we're debating his note that has wall street talking today. plus, the wild f.a.n.g. trade as facebook tries to rally the group. and the big, aggressive call on ge "the halftime report" starts right now. >>> welcome. good to have you with us on this wednesday. here to debate and trade the biggest stories of the day, joe terranova, jon and pete najarian and the president of giardelli research stocks are trying to notch a rare back-to-back gain the s&p/nasdaq having their best day in years poised to post its worst month since may of 2010 and break its six-month winning streak the real question what now and pete, tom lee out with a note, the bottom is here the s&p 500 so oversold raef rallied eight of the last nine times this has happened. is the bottom here >> sounds great with the

if they can turn it around >> 366 what a rally we put together let's get to the judge >>> i'm scott wapnerthe best day in two months and in just about four hours what could be the most important earnings report of the year, what netflix is likely to deliver and why your money could be hanging on the outcome. it is noon and this is "the halftime report. >>> is netflix about to help f.a.n.g. stocks bite back? and is today your best chance to get in on the action the debate is on plus, earnings surge big names beat across the board. will this break the down trend for stocks

. >>> we welcome scott wapner who will join us for the rest of "power lunch."ave you. >> thank you for having me at the lunch table. >> we don't serve lunch. >> i found that out the hard way. >> twitter shares are soaring more than 13% today on its strong earnings beat. microsoft rallying on its results. tech stocks bouncing after an october filled with plenty of carnage. this after losing nearly 11% this month through yesterday's close. the chip stocks fueling those declines. so is the tech wreck over or close to being over or is there more pain ahead? let's bring in scott kessler. good to see you. >> good to see you skorks the. >> take twitter, first. you have a hold. you're not buying in to it. >> you know, scott, not really. melissa alluded to the fact that we were negative on the stock earlier in the year and that was when the stock was in the 40s, it came down to the 30s and even the 20s. where we sit right now, the core was good. i think people were really encouraged by the revenue growth and profitability but there's still some cleanup issues related to

if they can turn it around >> 366 what a rally we put together let's get to the judge >>> i'm scott wapner are surging, the best day in two months and in just about four hours what could be the most important earnings report of the year, what netflix is likely to deliver and why your money could be hanging on the outcome. it is noon and this is "the halftime report. >>> is netflix about to help f.a.n.g. stocks bite back? and is today your best chance to get in on the action the debate is on plus, earnings surge big names beat across the board. will this break the down trend for stocks "the halftime report" starts right now. >>> it is good to have you with us on this tuesday here to debate and trade, joe terranova, stephanie link, jim lebenthal, jon najarian. we begin with, what else, the markets, a big jump for stocks and maybe more importantly a big jump for the nasdaq. many of the f.a.n.g.s are moving ahead of the netflix numbers tonight, what you call the most important earnings call of this season >> it is to me i don't care what the numbers are, as far as the subscribers, domestic int

. >>> i'm scott wapner is the correction now closer to running its course why one stock more than any may hold the answer to that question. >>> a friday volatility spike. we're set to go on another big down day for the markets the billion dollar question, where's the bottom and can apple's earnings next week be the catalyst for an upsurge? "the halftime report" starts right now. >>> welcome. good to have you with us on this friday here to debate the biggest

. >>> good afternoon i'm scott wapner the continued cyclical sell-off, a sign how sick the stock marketand does it mean even more declines it is noon and this is "the halftime report. >>> our focus is on three spokes of the sell-off. number one, cyclicals. two, the trade war, china and tariffs. three, is the fed back in a box? it's a big day for investors from coast t

minutes, do not miss the halftime report today when billionaire investor leon cooperman joins scott wapner the gang that's all ahead at the top of the hour a lot more "ua aeystsqwkll" ill ahead. missing out after hours. not anymore, td ameritrade lets you trade select securities 24 hours a day, five days a week. that's amazing. it's a pretty big deal. so i can trade all night long? ♪ ♪ all night long... is that lionel richie? let's reopen the market. mr. richie, would you ring the 24/5 bell? sure can, jim. ♪ trade 24/5, with td ameritrade. ♪ >>> here's what's coming up at the halftime report. we're debating the state of the markets with legendary investor lee cooperman. he'll tell us whether the correction has run its course. plus, our call of the day throws three airlines into play our desk debates which one is the best for you and unusual activity once again. what the options market is saying about one stock's next move it's all at noon carl, that means we're about ten away see you in a few >> all right scott, thank you very much in the meantime, we are awaiting comments out of the white

. >>> i'm scott wapner the index now closing in on 27,000 stocks surging today as one of the best trades for your money appears to be ending it is noon and this is "the halftime report. >>> blue chip boom boeing, apple, microsoft all hit new highs. did the winning trade war trade just die and holding our traders' feet to the fire in the quarterly report "the halftime report" starts right now. >>> it is very good to have you with us on this wednesday. here to debate joe terranova, steve weiss, jon and pete najarian mike santoli is with us on the set today as well. he is cnbc senior markets commentator. let's begin with the markets, the big change in the market that appears to be taking hold, the so-called trade war trade. suddenly sucking wind and helping the dow hit yet another record high. jon, i begin with you. the russell 2,000 was the place to be if you're worried about a trade war. down 4.5% in a month, 2% in a week china was bad. now china's good sfrals weren't doing so much >> and some of the news within china, judge, like putting that money in there are a lot of things going on t

let's get to the judge >>> i'm scott wapner stocks off their lows this hour. is there another troubling sign for investors to keep their eye on why good news can no longer lift stocks and what that says about the state of the correction. it's 12:00, noon, and this is "the halftime report." >>> is the bottom in is now a time to buy we're talking risk and reward. banking analyst mike mayo makes a big call he's here live and the next round of big earnings, ford, microsoft and tesla are up tonight "the halftime report" starts right now. >>> welcome. good to have you with us on this wednesday. here to debate and trade the biggest stories of the day, joe terranova, pete najarian and the ceo and portfolio manager at gilman hill asset management let's begin with stocks moving lower but well off the lows. boeing seemingly unable to lift the broader market it's not the only stock, by the way. >> it's not. >> that has had great numbers. the market says, yawn, goes up for a bit and back down. >> the market is coming back in the last half an hour and that is because boeing

let's get to the judge >>> i'm scott wapner stocks off their lows this hour.ere another troubling sign for investors to keep their eye on why good news can no longer lift stocks and what that says about the state of the correction. it's 12:00, noon, and this is "the halftime report." >>> is the bottom in is now a time to buy we're talking risk and reward. banking analyst mike mayo makes a big call he's here live and the next round of big earnings, ford, microsoft and tesla are up tonight "the halftime report" starts right now.

. >>> i'm scott wapner stocks have been falling as rates have been rising and now an even bigger concernoming. is the economy slowing at exactly the wrong time for your money? it is 12:00, noon, and this is "the halftime report." >>> rising rates, concern for the bull market. pimco's chief investment officer mark keisel is with us to tell us where the rates go now. plus an upgrade from dow underperformer and a major storm at america's oil infrastructure. "the halftime report" starts now.

. >>> i'm scott wapner is the s&p's longest losing streak in two years a sign even more selling is ahead interest rates front and center yet again today. now new concerns from washington to wall street that jay powell's fed could be moving too fast it is noon and this is "the halftime report. >>> stocks drop. is there real fear the president is right >> the fed is doing what they think is necessary, but i don't like what they're doing. >>> plus, the number one chip analyst says that sector tanks down more than 5% this week. and the big call on mcdonald's

." >>> guys, thanks i'm scott wapner it is the biggest question facing your money. if interest rates keep climbing, will stocks keep dropping? it is noon we are near the lows of the day, and this is "the halftime report." >>> a goldielocks market or should you fear rising rates the debate is on >>> a rough week for tech. should you buy in? >>> plus, yield plus performance. one analyst's big call on a reit on the rise. "the halftime report" starts right now. >>> good to have you with us on this friday. here to debate the biggest stories, jim lebenthal, josh brown, the ceo and a new contributor on "the halftime report," welcome rob is back, ubs private wealth management one of barron's and ford's top 100 financial advisers we want to begin with the markets. reactions to today's jobs reports, rates rising, stocks dropping what does it mean? rob, do you want to take a stab at this? we had been talking about a goldielocks market wondering if that's changing now. >> i think what we've done for clients is we've taken an opportunity to rebalance we did that a little bit ago

. >>> good afternoon i'm scott wapner the continued cyclical sell-off, a sign how sick the stock market is and does it mean even more declines it is noon and this is "the halftime report. >>> our focus is on three spokes of the sell-off. number one, cyclicals. two, the trade war, china and tariffs. three, is the fed back in a box? it's a big day for investors from coast to coast. our team is covering this developing story like nobody else "the halftime report" starts right now. >>> welcome. good to have you with us on this tuesday. here to debate and trade the biggest stories of the day our jim lebenthal, stephanie link, pete najarian and a cnbc contributor, good to have you back on the desk, michael farr stocks are down sharply this hour the dow is on track for its worst month in three years even further for the nasdaq having its worst month since november of '08. semis are weak it is the cyclical stocks that continue to have trouble the dow down by more than 500 points how concerning is the sell-off in the cyclical space because it's dragging everything down? >> i would say it's defin

. >>> i'm scott wapner is the correction now closer to running its course why one stock more than any other may hold the answer to that question. >>> a friday volatility spike. we're set to go on another big down day for the markets the billion dollar question, where's the bottom and can apple's earnings next week be the catalyst for an upsurge? "the halftime report" starts right now. >>> welcome. good to have you with us on this friday here to debate the biggest stories, josh brown, jon najarian, kevin o'leary and megan shu is with us from wilmington trust it's good to have all of you stocks are slipping deeper into the red. it is tech leading those declines the nasdaq having its worst month since 2008 the carnage, though, is much greater and, josh, do you think we're getting closer to the end of this correction >> i don't but i don't have a strong feeling about that either there are times i feel confident we're in a trend and there are no signs of that trend abating whether that's to the upside or down side. i don't feel i have any handle on where this panic ends this will be the se

." >>> i'm scott wapner stocks are lower today after the biggest day for the market in months why worries about the economies and higher interest rates remain front and center for your money. it is 12:00, noon, and this is "the halftime report." >>> another day, another swing what's your entry point? plus, is netflix's surge enough to carry over into facebook, amazon and alphabet? >>> and the call that has the airlines soaring "the halftime report" starts right now. >>> all right. welcome. good to have you with us on this wednesday. here to debate and trade the biggest stories of the day our joe terranova, steve weiss, jon and pete najarian, jenny harrington, ceo and portfolio manager at gilman asset management, and lee cooperman, the chairman and ceo of omega advisers, the legendary investor in the house >> good to be with you >> we begin with the sell-off. yes, we're off the lows. s&p, though, still pacing for its eighth decline in ten sessions the question is why. is it fear of the fed? more data about a slowdown in the housing market, new numbers about the exploding federal deficit? l

. >>> i'm scott wapner is the s&p's longest losing streak in two years a sign even more selling is ahead? interest rates front and center yet again today. now new concerns from washington to wall street that jay powell's fed could be moving too fast it is noon and this is "the halftime report. >>> stocks drop. is there real fear the president is right >> the fed is doing what they think is necessary, but i don't like what they're doing. >>> plus, the number one chip analyst says that sector tanks down more than 5% this week. and the big call on mcdonald's "the halftime report" starts now. >>> all right. good to have you with us on this wednesday. here to debate and trade the biggest stories, joe terranova, steve weiss, the brothers najarian, and steve liesman is with us once again we begin with the markets. stocks are selling off, as you know, s&p breaking below technical levels steve, the dow's biggest loss since may. you can go all across the spectrum to find the carnage today. >> and i have been pretty clear i've been lightening exposure. cutting basically all the positions that i hav

icahn will join scott wapner on half time i'll be a part of that. >> i will, too. >> we'll have an opportunity >> do you want to hijack the show should we hijack scott's show? >> sure. you're going to be on the show, too? >> everybody's in on it. >> let's those the bond pits, change things up rick santelli, what's going on >> it isn't a super volatile market but that's been the sign of the market. look at one week of 10s, we've dropped. short ends, within three basis points of their cycle highs, but if you go to the long end like that october 1 chart you're looking of 10s, it has been quite steady and we're only eight basis points from our cycle highs. those are seven year and 10s, four year in the 30s look at a year to day to the etf h hyg. it looks like it wants to put in bottoms like we've never seen. if you look at the security side, it's widened from basically the 320 area to 360 as you see there but still very well behaved from a historical perspective. everybody is talking about china. if we look at a chart of dollar versus the yuan, from january of '08, you can see we are in a zone not

. >>> let's send it over to scott wapner who has a cnbc news update for us. scott?thank you, david. tu turkish president erdogan telling party officials that saudi officials murder eed jamal khashoggi after plotting his death for several days he said they used a, quote, body double as a decoy. turkish media airing a closed circuit image reportedly showing the body double wearing the journalist's clothes, making it appear that he left the consulate. turkey has been investigating the disappearance since october 2nd. his kingdom is hosting a summit, the brainchild of the crown prince mnuchin said he will not attend. >>> low-lying areas, setting up shelters as hurricane willa reaches landfall that is your cnbc news update at this hour. carl, back to you. the dow down more than 500 points. >> thank you very much, scott. you are watching "squawk on the street." i'm carl quintanilla with david fab faber, mike santoli at post nine at the new york stock exchange dow is down 524. s&p breaks below 2700 for the first time since july. dow and s&p within a stone's throw of going

note as we go to break, national economic director -- council director larry kudlow will join scott wapnere half after speaking to us yesterday about this, you don't want to miss that. dow is up 256, s&p up 37 back in a moment >>> time for our etf spotlight mike santoli here to look at the first names to sell off before this week that might also be the first ones to rebound. >> that's the hope for weeks, actually months talking about the cracks in the ice in the global markets. the big index fell through that this week. looking to see if they balance and maybe some of the selling pressure is easing up. that starts with china if you look at the fxi, that's the greater china etf, it's bouncing nicely, 2%. but i wanted to do year-to-date charts to show how depressed they are it's almost as if they weren't bouncing you would worry more. eem very similar story, the emerging markets etf also up nicely today so that's basically the same as the china story, slightly shallower losses but still a bad chart. the u.s. market, small caps and home builders are two of those areas that really were pulveri

. >> let's dive into some stock names, early on the halftime report, lee owen cooperman joined scott wapnerm going to keep in the family large position of google. 20 times earnings growing 20% and a decent sized position national microsoft which i intend to keep that's expense any of that group, 23 times earnings growing at probably 15%. i have -- just looking down my list here. those would be the two principle ones in technology i have adoep doan to, but i'll probably sell that by the end of the year. >> mike, i'm interested in the way that was sort of framed. i'll keep that in my family office, almost no matter what. do you think there's interesting in some of the big tech names that doesn't change regardless of a 20% pullback? >> absolutely. for as many, you know, like lee cooperman who is preserving long-term wealth and he wants to keep a certain equity allocation, absolutely you're owning a piece of the future the financials in these companies is something like what a value investors can live with as well as participating with growth running the hedge fund, wouldn't have put his hand q