i'm melissa leah long with andrew ross sorkin and scott wapner and also joining us is "shark tank's" kevin o'leary who is the host of cnbc's "money court. kevin, congratulations good to see you. >> welcome, mr. wonderful. >> do you actually -- >> very exciting. >> we'll get into "money court". >> are we going to have money fights >> i am the guy. >> we have to have some money fights to get some decisions here we have wapner, too, who's the judge. i don't know how this is supposed to work. >> kevin and i need to negotiate something before he gets on. >> i guarantee you i'm getting the royalty. >> i don't doubt that. let's get a check on u.s. equity futures. this the day after the s&p and dow hit record highs down by 5 points right now dow looking to add 22. the nasdaq is looking to be down by 50 points tech on a relative basis was weaker in yesterday's session. we hover there at 1.371% on the 10-year. the 2-year is at .24%. scott? >> news breaking two hours ago senate democrats took a first step towards passing a $3.5 trillion spending plan the chamber approving this in a party line v

>> ted, it's scott wapner., where staff was forced to duct tape a passenger to his seat is this a new normal how do you deal with such episodes >> i hope it's not a new normal. it's been a challenging year and a half for our country and the world as we navigated the pandemic airlines are not immune to that. it's been a difficult period i am proud of the spirit team we've been running better than most up until this time, so i hope this is not a new normal i expect as things return to more normal, we can expect much more normal behaviorat our airports and on board our aircraft. >>> where are you for vaccining for youremployees and customers? >> we are strongly encouraging everyone to get their vaccines that is our position as it relates to passengers, we believe that's a federal question that the regulators would need to take up. >> you mentioned you're strongly encouraging your staff you know the news from united today. i talked to other airlines, and i think we'll probably have announcements in the next couple

welcome to the "halftime report" i'm scott wapner front and center this hour two widely held stocks goingent directions lately. the big question is, which move might mean more to your money's next move, microsoft or amazon we debate with the investment committee joining me is are jenn harrington, pete najarian, the co-founder of market rebe rebellion.com. >>> red in the premarket is now green. dow yous at the high of the day. good for 200 points. nasdaq having a nice rebound

so yes, we're very comfortable with that. >> hey, bob, scott wapner, nice to see you again. >> hey, scotts and the economy and sort of where you think we are right now, did i hear you basically describing a scenario of this is as good as it gets for both the economy and the stock market because rates are going to move higher towards your 3% range and that's going to change the game for both? >> listen, i don't -- i'm not saying that the markets can't continue to operate well and potentially be higher. i'm just saying that for any of us to expect, they're not going to be choppier going forward when you have kind of the delta variant is interrupting, when you have, you know, spending past its peak, i think with fiscal spending as well there was $5 trillion, scott, in fiscal spending during the covid period, the 16 months there. we have just announced a trillion infrastructure bill but that pales in comparison and only about half of that is new money. and i don't think any of it is going to be spent for the next year or so i think all those are fine but we have to recognize that just the lac

i'm scott wapner the only question that matters to your money, are we about to have the biggest correctionerable joining me, stephanie link, krnks's jim cramer, the host of "mad money" and he's at the desk with me today and i'm so happy about that let's take a look at stocks. we're down across the board, except the russell, but it's been down lately and a lot the dow is holding on to 35,000, a loss of 40 points. the s&p is a fractional loser by six. nasdaq, let'

gets to the judge >> i'm scott wapner. front and center this hour, the selloff?and rise in robinhood what each say about your money's move we debate with the investment company mpt liz young, joe terranova. jim lebenthal. the stocks are lower adp big miss the conditions to raise rates could be met next year robinhood ripping again today. we start there because steve weiss is playing in this sand box i was surprised to hear about this, steve. you bought it yesterday. you sold it. and then you bought it bac

i'm melissa leah long with andrew ross sorkin and scott wapner and also joining us is "shark tank's"court. kevin, congratulations good to see you. >> welcome, mr. wonderful. >> do you actually -- >> very exciting. >> we'll get into "money court". >> are we going to have money fights >> i am the guy. >> we have to have some money fights to ge

. >>> welcome to the halftime report i'm frank holland in for the judge, scott wapner.ing new highs investors go into one of the most important weeks of the year jay powell and company getting ready to speak about the state of the economy and fed policy. the big question for investors how do you position your portfolio from here and for the months ahead we'll debate that with our investment committee today joining me is bryn talkington, sarat, joe terranova and pete najarian first, let's get a check on the markets. it is risk on again. the s&p 500 and the nasdaq both hitting all-time highs the dow up for a second day coming off its worst week in two mo

to "the half" >> all right, carl, appreciate it very much welcome to the "halftime report"" i'm scott wapnergn rates and your money we debate that today and special guest. keith meister he is with us momentarily. and exclusively. joining me for the hour today shannon saccocia deegz wright kevin o'leary and jon najarian good to see everybody on this friday we begin with stocks getting a lift off the better than expected jobs report, rates as you know are on the move a number of sectors are as well. the dow hits a new intraday high i wonder if this is a game changer for thinki

i'm scott wapner the only question that matters to your money, are we about to have the biggest correction and which stocks might be most vulnerable joining me, stephanie link, krnks's jim cramer, the host of "mad money" and he's at the desk with me today and i'm so happy about that let's take a look at stocks. we're down across the board, except the russell, but it's been down lately and a lot the dow is holding on to 35,000, a loss of 40 points. the s&p is a fractional loser by six. nasdaq, let's just call that flat jim, i do think this is, the big question, are we on the cusp of a substantial correction or not? yesterday we had jonathan krinsky on he tracks the technicals i want your reaction on the other side >> we're seeing a weak ends of the market remaining weak and getting weakinger. we're talking kweb, china tech, the arc funds, the spacs there is a market that typically have seen rotations throughout the year that the last few weeks and last couple of months they're not responding to the upside like they have in the past >> is that an issue, small caps he points out have been wea

i'm scott wapner front and center the everything rally and whether your money is about to take off inhe second half tom lee tells us why he thinks that's the case when he joins us our investment committee here to debate that call, joining me for the hour, joe terranova. carrie firestone and jim lebenthal. let's begin with the check on stocks dow hitting new records. steve weiss, tom lee in a moment to talk about the everything rally. farmer jim is now mr. all-in, because yesterday he told us he is all in. and i wonder if weiss -- weiss is frozen. i thought maybhe

i'm scott wapner in for wilfred frost. investors digest the fed minutes. small caps a bright spot as we head toward the close. hi, sara >> i'm sara eisen. let's look at what's driving the action the federal reserve releasing minutes from the july meeting just last hour as the taper conversation ramps up. most participants saw tapering this year. the delta variant does pose a down side risk to the outlook. more retail earnings out today target and lowe's topping estimates with lowe's surging on those results. and soft economic data point housing starts falling 7% in july, and mortgage applications declined as well 59 minutes left to go in the session. dow is down about 128 points or so >> and we have a big show coming up today blackrock's jeff rosenberg will join us with his first reaction to the fed minutes, when he thinks the tapering will start plus the ceo of imax and box offices. and robinhood. a meme stock gearing up for its first report since going public. an analyst and early shareholder will join us to break down those results. >> stock up 7.5% int

i'm frank holland in for scott wapner stocks hitting all-time highs and major milestone for the nasdaqarget for the year to a new street high. what's taking us there of course we debate the next money moves with our investment committee today. that includes downtown josh brown. stephanie link, michael farr jon najarian co-founder of market rebellion.com and kate moorehead of the mattox strategy for blackrock global allocation team. let's check the markets. nasdaq hitting an all-time high reaching 15,000 for the first time ever. th

gets to the judge >> i'm scott wapner. front and center this hour, the selloff? stocks and rise in robinhood what each say about your money's move we debate with the investment company mpt liz young, joe terranova. jim lebenthal. the stocks are lower adp big miss the conditions to raise rates could be met next year robinhood ripping again today. we start there because steve weiss is playing in this sand box i was surprised to hear about this, steve. you bought it yesterday. you sold it. and then you bought it back today at $62 -- $60.20 >> yeah, and was in and out a few times since then here is is the story for me on this, is that i've been clear, fundamentally this company is a short. but you got to be crazy to short it as i said last week it could well be a meme stock and it is you can decide whether you want to trade this or you want to to be a fan boy and say vlad, just the best thing that happened and go long and think it's a great fundamental story. you could wake up one day still and find this company is out of business if any stop payment for order flow b

. >> thank you, everyone i am tyler mathisen in for scott wapner we have a lot to get through in the next hour but we begin with breaking news on the explosion at kabul's airport >> we know there have been two explosions there and the number of casualties has risen in recent minutes these are the first pictures coming in. this is unclear if this is at the hospital or the scene. we do know, and sources are telling -- first of all, from the pentagon officially we have multiple injuries, multiple casualties this from john kirby, the pentagon spokesperson. we can confirm the explosion at the abbey gate was the result of a complex attack that ruld in a number of u.s. 1civilian casualties we can confirm another explosion at the baron holtz we'll continue to update i have a soot light map and i have more intelligence on what's going on here. this is a drainage canal we'll get back to that here's the map you can see the abbey gate there. this hotel they were talking about, the baron hotel, a very short walk, about four, five-minute walk away. in between the two is a drainage canal. we have b

i'm scott wapner stocks hovering near record highs. major moves from our investment committee.joe terranova, rob and pete najarian from market rebellion.com. the dow and s&p look to extend their record runs. a little bit of work to do dow slightly negative as is the s&p. nasdaq higher. the ten-year note yield say big story today at 1.31% joe terranova, the

i'm frank holland in for scott wapner stocks hitting all-time highs and major milestone for the nasdaq and new call taking the s&p 500 target for the year to a new street high. what's taking us there of course we debate the next money moves with our investment committee today. that includes downtown josh brown. stephanie link, michael farr jon najarian co-founder of market rebellion.com and kate moorehead of the mattox strategy for blackrock global allocation team. let's check the markets. nasdaq hitting an all-time high reaching 15,000 for the first time ever. the s&p 500 as all-time highs. the dow about a .5% from a new high there and what we want to talk about right now is the bullish call from wells fargo highest on the street as we mentioned forecasts about an 8% upside from current levels points to historical data that the s&p when it has a price return above 10% for the eight months of the year it's never finished the last four months or average for last four months, excuse me, is above 8% saying eps revisions will be a catalyst kate, if you don't mind, let's start with you what

i'm scott wapner two calls from market watchers what they're say bag your money in the months ahead.with the investment committee. stoing me stephanie link, josh brown, jim lebenthal the jon najarian let's check stocks dow and s&p hitting record highs. i mentioned tom lee. sim bee yotic notes from them today. definitely on the same page. jim lebenthal it's about risk-on. you're on that page too

i'm scott wapner two calls from market watchers what they're say bag your money in the months ahead. we'll debate with the investment committee. stoing me stephanie link, josh brown, jim lebenthal the jon najarian let's check stocks dow and s&p hitting record highs. i mentioned tom lee. sim bee yotic notes from them today. definitely on the same page. jim lebenthal it's about risk-on. you're on that page too because you say it's all in on risk. and that's where you are >> yeah, you know, i feel like a broken record and hate to be boring on the show repeating myself but same as last week >> too late >> you look at the macroenvironment and you say you have profits coming in better than expected. there is some pull forward from next year but not a lot. you have a supportive fed. they go whenever they go if liftoff is the end of 2022 more than a year ago i'm not worried about that you have infrastructure looks like it's coming it's hard to did he rail that at this point in time you've got the economy reopening, jobs being created. and, you know, this is exactly what i said last week and

welcome to the "halftime report" i'm scott wapner front and center this hour two widely held stocks going into different directions lately. the big question is, which move might mean more to your money's next move, microsoft or amazon we debate with the investment committee joining me is are jenn harrington, pete najarian, the co-founder of market rebe rebellion.com. >>> red in the premarket is now green. dow yous at the high of the day. good for 200 points. nasdaq having a nice rebound today. though in this still on pace for the worst week since mid-july, about a mobt though here is what i want to do, pete i want to attack the market from this angle look at microsoft and i want to look at amazon one has been going up. one's been going down. and i want you to tell our viewers which one you think is more important to the market's next move overall and why. >> i would say it would be microsoft. and the reason i say that is they're a company that has been building and growing and the -- the consistency of where they are going, i think, is telling us a lot about the broader side of the market

. >>> thanks so much welcome to the "halftime report" i'm scott wapner front and center delta disneyocks head in the weeks ahead with some saying everything is about to rally can that really happen with the virus still a major risk we'll debate that with the investment committee joining me for the hour this friday shannon saccocia is here. jason snipe, kevin o'leary and pete najarian, the co-founder of market rebellion.com let's look at stocks as we get going. early jump taking a hit after the much lower than expected read on consumer sentiment dow still good for 40. s&p a few points nasdaq a fractional looser and 10-year at 1.30. pete narnlen, i'm coming to you right away and

i'm scott wapner stocks hovering near record highs. major moves from our investment committee. joining me for the hour today, brenda, joe terranova, rob and pete najarian from market rebellion.com. the dow and s&p look to extend their record runs. a little bit of work to do dow slightly negative as is the s&p. nasdaq higher. the ten-year note yield say big story today at 1.31% joe terranova, the 10-year on the move banks are on the run and i come to you first because on friday, you tell us you bought bank of america. >> i did, scott. i'm just continuing to add to the financial trade. i view the inflation friendly trade as being liquidated over the prior few weeks. from a positioning perspective with the concurrent rise in yields you're going to see market participants race back towards those inflation friendly assets and i think they are doing it in particular for financials themselves bank of america, i selected, because of the correlation to the yield curve. not only is the 10-year yield rising here from 1.12 but also the yield curve is moving out. why is that important? net

. >> thank you, everyone i am tyler mathisen in for scott wapner we have a lot to get through in the but we begin with breaking news on the explosion at kabul's airport >> we know there have been two explosions there and the number of casualties has risen in recent minutes these are the first pictures coming in. this is unclear if this is at the hospital or the scene. we do know, and sources are telling -- first of all, from the pentagon officially we have multiple injuries, multiple casualties this from john kirby, the pentagon spokesperson. we

i'm scott wapner in for wilfred frost. investors digest the fed minutes.a bright spot as we head toward the close. hi, sara >> i'm sara eisen. let's look at what's driving the action the federal reserve releasing minutes from the july meeting just last hour as the taper conversation ramps up. most participants saw tapering this year. the delta variant does pose a down side risk to the outlook. more retail earnings out today target and lowe's topping estimates with lowe's surging on those results. and soft economic data point

this is a hallmark event where we are showcasing new york i'll have the opportunity to do that scott wapner who you are subbing in for will be there to do interviews and some of the -- your economic advisory team like kari firestone jon najarian, et cetera. we're superexcited about the event. we except the fact that doevd is going to be with us. and we are taking the protective measures necessary to keep people safe inside that environment. of course it will be well spaced and there will be lots of outdoor activities during that week >> pulling it off september 13th kicks off at the new extension on the javits center as well and i've heard a few of those speakers anthony scaramucci, thank you. good luck. >> thank you. >>> all right. let's move on to technology. because big tech, a big part of the record rally what's new and stocks go up because people want to buy them more than they want to sell them. and that's really been true lately lnlz to the data from bank of america showing nine straight weeks of inflows into technology shannon saccocia, i want to read you another stat, pulled out by

welcome to the halftime report i'm scott wapner what august will be to your money as delta cases surge and some say this sas good as it gets for stocks and the economy. we debate the month ahead with our investment committee joining me are the following -- brynn talkington, joe terranova, john lebenthal the ten-year note raising eyebrows 1.15 jim, your comment to our producers got my attention i'm all in, you say. all my chipsor the table how can you get bearish here tell me about that, jim. >> well, okay, so, look, let's start with last week we know what the tech stocks did. they reported but fizzled again. underneath that, the stock market, the s&p 500, you know this, right at an all-time high. i think it's going to go higher this week as the nontech names report so looking in my portfolio, i have got nontech names like general motors, marathon petroleum, viacom cbs, all of which if you look at the business fundamentals, they've been going gangbusters they show no signs of letting up what i'm seeing here and the reason all my chips are on the table is the rally is rebroadening we saw

. >>> welcome to the halftime report i'm frank holland in for the judge, scott wapner. stocks hitting new highs investors go into one of the most important weeks of the year jay powell and company getting ready to speak about the state of the economy and fed policy. the big question for investors how do you position your portfolio from here and for the months ahead we'll debate that with our investment committee today joining me is bryn talkington, sarat, joe terranova and pete najarian first, let's get a check on the markets. it is risk on again. the s&p 500 and the nasdaq both hitting all-time highs the dow up for a second day coming off its worst week in two months and, of course, take a look at the 10-year. the 10-year yield. currently sitting right now at just about 1.255 pretty much flat as what we saw about a month ago. those yields closely watched the big spike in the weeks between just about a month ago a lot to look at here. a lot of green here on the board. of course, we have to talk about what's coming up this week that's jackson hole coming up. the fed, ano

i'm scott wapner front and center the everything rally and whether your money is about to take off in the second half tom lee tells us why he thinks that's the case when he joins us our investment committee here to debate that call, joining me for the hour, joe terranova. carrie firestone and jim lebenthal. let's begin with the check on stocks dow hitting new records. steve weiss, tom lee in a moment to talk about the everything rally. farmer jim is now mr. all-in, because yesterday he told us he is all in. and i wonder if weiss -- weiss is frozen. i thought maybe he was sleeping. it might be his nap time we have to the try and wake him up to get him back in the conversation so farmer jim, i guess you get it first today he is still sleeping mr. all-in are you up? >> well, it's hard to tell when steve is awake it's not that much different than when he is asleep but yes, i'm definitely all in >> i hope he can't hear this at the very least >> this is gold. i don't want to be blase okay the delta variant is something we have to pay attention to. we're going to talk about airlines in a sec

. >>> thanks so much welcome to the "halftime report" i'm scott wapner front and center delta disney and dollars. where stocks head in the weeks ahead with some saying everything is about to rally can that really happen with the virus still a major risk we'll debate that with the investment committee joining me for the hour this friday shannon saccocia is here. jason snipe, kevin o'leary and pete najarian, the co-founder of market rebellion.com let's look at stocks as we get going. early jump taking a hit after the much lower than expected read on consumer sentiment dow still good for 40. s&p a few points nasdaq a fractional looser and 10-year at 1.30. pete narnlen, i'm coming to you right away and on disney because the commentary you give today to me is -- is the most interesting thing that i've heard today. can you hear me, pete? >> i can, yes. >> somebody was talking in my ear. i don't know what was going on. >> no problem. >> you say they're obviously doing everything great but if i was holding it i would sell it. speaking of disney. >> right. >> they crushed it. >> yeah. >> they

welcome to the halftime report i'm scott wapner what august will be to your money as delta cases surge sas good as it gets for stocks and the economy. we debate the month ahead with our investment committee joining me are the following -- brynn talkington, joe terranova, john lebenthal the ten-year note raising eyebrows 1.15 jim, your comment to our producers got my attention i'm all in, you say. all my chipsor

to "the half" >> all right, carl, appreciate it very much welcome to the "halftime report"" i'm scott wapner the jobs jump what it means foreign rates and your money we debate that today and special guest. keith meister he is with us momentarily. and exclusively. joining me for the hour today shannon saccocia deegz wright kevin o'leary and jon najarian good to see everybody on this friday we begin with stocks getting a lift off the better than expected jobs report, rates as you know are on the move a number of sectors are as well. the dow hits a new intraday high i wonder if this is a game changer for thinking about the market, whether it means rates definitively bottomed, certain sectors like tech are on the outs, whether the reflation trade is back in, and whether it moves up the taper are you thinking about those things today >> i think virtually everybody on wall street is thinking about those things today, scott. yes is the answer to that, because it was a great jobs report is it also was a nice revision to the june jobs report. and that had an immediate reaction like that in the bond m

dom, right at session lows, here we are >> we watched it together, riept, kelly just as scott wapner was handing the baton over to kelly right here we hit the session lows just for context that was down 501 points or thereabouts and that happened just in the last moment or so here. at the highs of the session we were still down 125 points for the dow. a lot of that has to do with some of the earnings reports that are out and of course what kelly mentioned in terms of the retail sales. but the s&p is down 1 1/3% the nasdaq composite down 1 1/2% the real laggard here. a decidedly down day it's a tough way to break a five-day losing streak for some of these major indices with regard to where the outperformers have been as of late, over the last month the two best performing sectors in the s&p 500 have been financials which are taking a bit of a hit today and health care as well. that's holding up relatively well one of the best performing sectors in a very down tape today. consumer discretionary meanwhile the worst performing sector in the s&p in that one-month period a lot of that dyna

but, if it is true as scott wapner is saying that gotlieb will be right it will burn out then you want to book for future months just this current -- >> then there's this inflation there is a question as to whether frank del rio will be a guest with you tonight does it take does this pulling back a little bit take an edge off inflation >> i think it does but there are some structural issues we do have information when people come back after the employment benefits, they are not going back down. but there is a little bit more availability think about uber remember what he said. that there are more drivers in cities where the benefits expired and so that could be another way. i'm a jay wright camp. jay has been pretty good now what the left ones are throwing him under the bus >> a lot of headlines yesterday about progressives who would prefer to see brainard in the chair. at this point, he's clearly not going to take any kind of victory lap. >> he doesn't do that. he's the least showman oriented fed chief. even janet yellen said this morning what a benchmark, what a gold standard there.

john leveeand i are just as excited about the future when you think about all of us combined >> scott the wapnere good to have you on the program. before i let you run, since we talk about stocks, people on the program previously owned penn and thus areo our viewers probably followed them into the trades your stock down 50% from a 52-week high why do you think that is what's -- what's the issue >> well, i think there's been a little bit of downward pressure on this entire sector, as you look at gambling stocks and sports betting, draft kings, everybody is down over the course of the last six months. there is a bit of just headwind pressure on the sector i think that that will subside we're headed into football season i think a lot more focus on the names heading into the busiest sports time of the year from a calendar perspective we are currently only live in four states. we're going to be live in nine by kickoff, assuming the last couple of states, tennessee and arizona are ready for us and probably 11 or 12 by the end of the year. we have a lot of momentum. i think acquiring the score and havi

, welcome back to "squawk box" right here on cnbc i'll andrew ross sorkin with melissa lee and scott wapners week. look at the futures on this friday things are setting up for the weekend, i should say. dow looks like it opens up about 40 points higher nasdaq up about call it -- 1.5 points the s&p 500 up about 2 points. a couple of headlines to tell but. the food and drug administration authorized covid vaccine booster shots for people with weakened immune systems that action coming late last night immuno compromised people will receive a third dose of pfizer or moderna vaccines. fda says others are adequately protected and don't need an additional dose at least right now. in the meantime walt disney shares rising reporting better than expected revenue from the latest quarter boosted by rebound in theme parks and disney plus service. did warn of uncertainty ahead due to the coronavirus, delta variant. it kind of killed. did well the last quarter, something. >>> kansas city southern rejecting the improved takeover bid from canadian pacific. does not stut a improvement to the deal with in pla