let's bring in to trade todd gordon, cnbc contributor and co-founders of new age wealth advisers good today, todd. first, caterpillar >> yes thanks for having me caterpillar is in sort of a challenged environment right here industrials are not so much in favor as we're seeing the rotation back in the number specifically in cat, we're solid. we're in a strengthening dollar environment, which is impacting so many multi nationals. it's a very interest rate sensitive stock. the revenues were short by about 100 million m margins under pressure i don't own cat. i prefer john deere. their margins are running about 29%, the gross margin, but john deere runs a little bit better operating margin at 3%, showing better five-year average revenue growth compared to the slower mover cat. so if you want to play in the industrial space, i would say go there, i'm a no touch on cat. >> no touch on cat how about uber >> uber i like it, tyler a lot of things going on here. it's been things i just mentioned, this rotation back into growth. it was setting up here in july if we can break a little bit h highe

let's bring in todd gordon, a cnbc contributor todd, let's start off with amazon obviously under someday as tech stocks broadly are the worst performers in today's market. what do you do in particular with amazon and why? >> i hold amazon i like it. it's about a 30% weighting in my growth portfolio don't forget we've seen a major rotation into tech and consumer discretionary but this is just a pullback amazon has had its own problems. it's been underperforming about two years. look, they have an unbelievable logistics distribution network they had obviously some problems in q1 and 2 earnings, issues with fulfillment, too many employees, but their margins are strong if you look at those last aws margins, their growing revenue is 27% and traditional business is only 3.6. so they're really doing well they're moving on the media front. they're doing this testing with a tiktok feed app. i am encouraged, i own it. if we can hold about 125, i'd consider adding to it and i think the consumer will be okay. >> let's move on to uber >> ty, last time i was on with you, i said no on uber and i war

which is down 16% solar edge, that stock down 2% and t-mobile shares up nearly 25% near to date todd gordonunder and cnbc contributor what we're doing here is we're cherry picking the best house in the bad neighborhood, i suppose. let's start with t-mobile which compared with a couple of its competitors is lighting the house on fire. >> it sure is, tyler and, unfortunately, i hold at&t and verizon. i don't hold t-mobile. i like it. it's been a great chart. they raised their guidance last year, picking up new customers where verizon and at&t are nowhere near that. this deal with star link is amazing. i'm thinking 5g is a big disappointment so many dead zones and the deal they announced will make up for that it's not a high band width but you can do text and voice calls. it's interesting so can starling pick it up and distribute, going into beta next year it's unclear if they will go to other care yes, sir. it's interesting in adding it doesn't pay a dividend. >> it's beyond me why in this modern day and age there's any spot in any city you can't get cell phone service it's ridiculous. i'm wi

gordon chang. "fox & friends first" continues. ♪ ♪ ... are >> toddlosi expected to arrive in taiwan today. the white house yet to confirm her travels. you are watching "fox and friends first," i'm todd piro. >> carley: i'm carley shimkus. "new york times" says if pelosi goes ahead with a visit to taiwan against president biden's wishes she will be doing something utterly reckless and irresponsible, nothing good will come of it. taiwan will not be more prosperous as a result of this

comes to china ultimately trying to do and that is why we have gordon chang to explain what they are trying to do. cory, thank you. >> thanks todd: and the space center, prepping for the artemis one test flight leader and will launch an unmanned spacecraft interspace no later eight: 33 eastern time. the goal is to complete a full lunar orbit. >> todd: it would travel a distance 280,000 miles before crashing down pacific ocean 14 days later. that is october 10th. people lining up for days for a glimpse of the rocket blasting into space. nasa, ashley, listen to this this is important. a return astronauts to the moon on the third artemis mentioned by 2025 or 2026. any interest in doing it? >> ashley: oh, my gosh, it was a lot to get me on an airplane a couple of years ago so i'm out. >> todd: that is a pass. me too, got too much stuff to do. >> ashley: exactly. stop and watch this. i have a 6-year-old girl who fights off a kidnapper tried to abduct her right in front of her own home. that little girl and parents will join us live. walk us through the terrifying encounter and share a warning for families everywhere. >> absolutely ch

will be here and jeff gordon and chase elliott will join us, will cain and leo terrell will join us about 12 minutes nowata. we will return in a couple of minutes employs . . >> todde year since president biden's botched withdrawal from the afghanistan. still not justified the messy departure. lawmakers are vowing to hold the administration possible planning hearings after november's midterms when they hope to obtain the majority. lindsey graham reflecting quote the biden administration's to withdraw all of our forces from afghanistan has reset the war on terror' n. all the worst ways. dumb and dangerous decision that will haunt our nation for decades. 13 u.s. service members were killed in isis-k bombing during the taliban takeover. >> ashley: house judiciary committee republicans are launching a new probe into the fbi's inspector general's office over the seizure of pennsylvania congressman and trump ally scott perry's personal cell phone. >> the fbi came to the inspector general and said we're going to take the phone of a sitting member of congress. we're going to take his phone one day after we have raided president trump's home and we are going to do it while