is that maybe the type of game plan that netanyahu is the... rising, well uh, it's been the unhing gamelves jews. i wonder many jews around my jewish friends are all appalled by their behavior, so they don't certainly don't represent all jews and we've had the neturi carter in london, rabbi dovid, feldman at the weekend saying they don't represent jews. this is fascinating angle because he is always saying nissan yahoo! that that that we represent the jews of the world, they don't. and uh, this is, you're absolutely right. a game plan, a hideous and twisted game plan in order to create a conflict uh which will drag the united states in behind israel, so yes, it's extremely dangerous, tense moment, and it's very haartening to see uh that uh, that biden has got such a frosty reception in the middle east, yeah, and i and i said that, and i posed that question because uh, netannyahu um, has had this subsession with the with regards to iran, but you now uh we don't want to put the focus just in this case on iran in terms of what has happened between israel and palestinians um the the way tha

unh is back, and they've got the medical loss ratio perfect.ed -- every line item, i like. some people say their optimum business wasn't that good. i say, give me a break. this is a key component in the health care universe, and i just want to point people out that there will be a plethora of stocks that will trade well off this. >> have you heard anything on glp-1s from them? >> i'm waiting. look, if i were on the call, the first thing i would say is, are you going to encourage people at major corporations that they say, listen, you should take glp-1 because we find that the heart attack ratio is very good? but i think that everyone is still circumspect because eli lilly is only for diabetes, not for weight loss, but i have to tell you that if this holds up, you're going to see tons of stocks in this health care, of which there are many, say, but maybe the scare of too many operations post the pandemic is now over. good quarter. >> yeah. and of all the dow names, nothing moves the index more than unh. >> i'm so glad you said that because that'

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those numbers are unh-unh told and unknown.erful intelligence gathering system which we have to balance the next ten years. is it too much? is government to big? right now not. remains to be seen in the future. >> nick we will see you for final thoughts will third time not a charm for jim jordan, republicans drop him after he lost a third vote for house speaker. chad has more from capitol hill. >> the question is who the g.o.p. can elect if anyone. republicans finally mix the campaign of jim jordan after he pledged support on a third consecutive ballot. >> i told the conference i it was an honor to be speaker designee but it's important to answer the question do they want to continue in that role and so put the question to them, they made a different decision. >> 25 republicans voted for somebody other than jordan on the floor that the kid his third better. his opponents contend he tried to under cut steve scalise and accused jordan allies of threatening him. >> i have no personal animus toward him. time to step down. >> offici

. >> they counted visa, mastercard, costco, unh, typically in their top ten, and first, apple, no tesla>> fantastic in the way they are owning a call on the magnificent five in this fund is they are oepbg the microcap weighted, and microsoft stands at 8% over the overall assets, and they are not equally weighted, and they don't hold tesla, and that is critically to their advantage. i love that they own visa, mastercard and costco, and they all worked well to your point on stock picking. >> recent new moves, bought more amazon boston scientific, they bought into it. you own, don't you and then humana -- you have humana, don't you? >> yes, i do >> what do you think here? >> well, let's get to the context. the fund is so huge. right? it's monstrous why would you invest in magellan they have to make outside bets >> you are paying for these people to activity manage it, like -- >> yeah, it's important from this perspective that they don't have apple i disagree on the importance of tesla. i think it has helped their performance not having it. >> i am not arguing with you, but -- >> yeah, he's

my biggest position unh is my large position followed by meta and microsoft. i own google and amazon. i don't think i have to own apple or nvidia because everybody else in the world owns it. i try to be valuation conscious. >> you should own apple. it's unep every day since it go dro downgraded last week. >> i can't add anything to apple. nobody can. management doesn't talk to you. not -- >> nobody can analyze apple? it's not like a black hole. >> apple exists, owe okay, at the pleasure of the telcos. they subsidize the buying of it. the telcos, i don't see it near term, go away, being free to consumer. they're $1500. you've seen cycles for replacing them extend -- >> you've owned apple many times throughout the years where those same issue would have been in your mind, but you've owned it before -- >> scott. i'm not an index manager. i'm not going to own indexs. >> i didn't say you had to own indexes. i'm talking about apple. >> you said why don't you own apple? >> i said -- you're saying i don't own apple because it remains at the mercy of the telco. >> it's

the middle east. >> we have given up pretty decent sized gain at the open with the dow now negative, unhbut didn't quite hold. we'll see how we trade into the afternoon 4325. have a good weekend. let's get to the judge at post 9 and "the half." >>> carl, thank you very much. welcome to "the halftime report." i'm scott wapner. front and center this hour, the kickoff to earnings season, what it will take to keep stocks moving higher. we discuss and debate the road ahead with the investment committee today. joining me for the hour bryn talkington, joe terranova, jim lebenthal, and steve weiss. check the markets, a different picture than how it looked a couple hours ago. we're red across the board. all three of the major averages are in the red, 4.63 is the yield on the 10-year note. things are looking pretty good, jimmy, until consumer sentiment came out, which was a huge miss, and then one-year inflatio

so as it relates to unh, the concern for me is utilization rates. listen, the employment is very tight. you know, oftentimes, health care stocks can do well, but if utilization rates are high, which they were last quarter, that will be a concern. but i like the business. i do think there's some growth drivers. the stock has performed decently over the last three months. health care hasn't done great this year, but i like this stock. >> hasn't done great is an understatement. >> yeah. >> notice how he pointed to me when he said that? did you see that? >> it's down 4%, the sector is year-to-date, which was your stock summit sector. what do you think you got wrong when it comes to health care? why hasn't it performed to the degree you thought it would? >> what did i get wrong? a lot of things. there's been oscillation within the sector. near-term pressure on diabetes drugs we're seeing, medical loss ratios in the managed care space have been higher. people are concerned about that. just in general, there's been an undervalue of the demographic tailwind

i think unh is the way to go. >> "the golden bachelor." >> don't get me started.>> palo alto network, tradingality an all-time high. >> we're looking for opportunities. this is on sale and an old adage is it's the only market in the world when things go on sale people rush for the exits. you want to possibly by. we have a nice support level. a nice breakout. it's flagging. it's trading around 230 right now. back to the 225 level, a good entry point. if not you have more support down here at a rising 50-day moving average. i like it. it's best in class. there's crowd strike and z scale are looking okay. i want best in class. i think it will lead and another fun stat, it's setting up to a nice rally. >> great tactical advice and technical analysis. >> good stuff. >>> a final check on the markets as the dow is off session lows. we'll be right back on "power lunch." power e*trade's easy-to-use tools, like dynamic charting and risk-reward analysis help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities

. >> we have given up pretty decent sized gain at the open with the dow now negative, unh did some lions work this morning but didn't quite hold. we'll see how we trade into the afternoon 4325. have a good weekend. let's get to the judge at post 9 and "the half." >>> carl, thank you very much. welcome to "the halftime report." i'm scott wapner. front and center this hour, the kickoff to earnings season, what it will take to keep stocks moving higher. we discuss and debate the road ahead with the investment committee today. joining me for the hour bryn talkington, joe terranova, jim lebenthal, and steve weiss. check the markets, a different picture than how it looked a couple hours ago. we're red across the board. all three of the major averages are in the red, 4.63 is the yield on the 10-year note. things are looking pretty good, jimmy, until consumer sentiment came out, which was a huge miss, and then one-year inflation expectations rose to the highest level since may. larry fink of black rock on the network an hour or so ago. inflation higher for longer, long rates will be above 5%. th

>> well, frankly, certainly we're demonstrating unhe q-- support to israel and this is a physical expressiont carrier normally in this area but getting closer to israel. we're sending that message to anybody that is thinking about expanding this war. obviously we know hamas conducted a surprise attack against israel. we're sending a message to hezbollah in lebanon and assad in syria and also to the iranians themselves and their houthi proxies that exist in yemen. yes, this is messages deterrents, don't get involved in expanding this war against israel. that's really what has taken place. >> aishah: let me ask you this. are we involved now? we have americans dead, nine at least. we have an unknown number of american hostages that we need to get out of there. do we have an obligation at this point to send in joint special operations? >> well, here is what we're doing. number one, they received $3 billion in military and foreign aid assistance every year. we have pre-positioned ammunition and stock there as well. they use that. they've asked for air defense missiles, bombs, and also some offens

and tell us all the time how they want to be in health care, be the equities need to act better and unhart of that. >> hopefully. diagnostics struggle. the sector definitely has been a surprise. usually is a quality sector. for us, we think united is best in managed care insurers. at the end of the day they can continue to raise their premiums and you're going to have to pay the premiums so growth is sustainable even if hewe hit a slowdown. >>> as we head to break, cnbc celebrating hispanic heritage. here's ricardo moraa, goldman sachs cohead of latin america. >> it was initially created hispanic heritage week by lyndon johnson. later hispanic month by ronald reagan. it ties us together, not only through our hard work but through our communities and more importantly, our families. hispanic culture defines the american experience. the citi custom cash® card automatically adjusts to earn you more cash back in your top eligible spend category. hi. you don't have to keep tabs on rotating categories... this is the only rotating i care about. ...or activate anything to earn. your cash back au

unh after they report tomorrow. >> all right, thank you for watching "fast money."ney" with jim cramer starts right now. me, guys. "mad money" with jim cramer starts right now. >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to save you some money. my job is not just to entertain but to educate and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. 'tis the season to get clobbered. i'm talking about earnings season. and this time it already feels like it's going to be a rough

unh after they report tomorrow. >> all right, thank you for watching "fast money." thanks for having me. "mad money" with jim cramer starts right now. me, guys. "mad money" with jim cramer starts right now. >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to save you some money. my job is not just to entertain but to educate and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. 'tis the season to get clobbered. i'm talking about earnings season. and this time it already feels like it's going to be a rough one because the market seems to be nauseated by the companies that have already reported with the sole exception of tech, which is once between getting a pass. we could have more days like today where the dow lost 174 points, s&p tumbled .62%, nasdaq shed .63%. it was much uglier at one point

unh is lifting the lower end of the guidance to between the range of $24.80 to $25. that stock up marginally on that news. it is a very busy week or end of the week. busy day for earnings. in the next hour, we hear from jpmorgan chase and with wells fargo and then citigroup happening at 8:00 a.m. >>> right now, we want to get to the israel-hamas war. telling the u.n. that the entire population of northern gaza which is more than 1 million people should relocate to the south within 24 hours. nbc's kelly cobiella is joining us with more on that front. kelly. >> reporter: becky, good morning to you. that warning issued in the early morning hours locally here at 7:00 a.m. the clock is trvery much tickin on gaza right now. the u.n. said this is catastrophic carrying out evacuations of that size in northern gaza. keep in mind 750 strikes by the idf on the gaza strip. a lot of infrastructure is damaged. roads have been bombed. there are buildings which have collapsed into the roads. just getting people out of north gaza is incredibly difficult. you talk about the numbers of

about a third of that is unh and microsoft alone.k in a moment. >>> fairly decent breath here on the dow up about 250. apple was the only red component. boeing and jpm have joined in. we'll keep an eye on that. we're back in just a moment. the power goes out and we still have wifi to do our homework. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited cellular data and up to 4 hours of battery back-up to keep you online. only from xfinity. home of the xfinity 10g network. >>> welcome back. let's get to bob pisani and talk about this open. >> very optimistic open. a change we saw last week. rates moving up and the stock market is up as well. 2 to 1 advancing to declining stocks. the sectors, heartening it see move up in the bank stocks after the better than expected bank reports on friday. metals and mining goods, proxy for growth holding up well. not breaking out but holding up. industrials strong. tech is

reason i have criticized the republicans is that the emotiona ol response i think is unhelpful, saying unhe., saying just we need to be very specific about exactly what we're goingvy to do. cool headedness in times of crisis is essential to play into to lead as commander in chief. >> if you look at this exponentiall>> if yo y and you k at the population of israel and the population of the us, it would be the moral the equivalent m of 36,000 killed americans killed on our soil in a single da y. what would you want america's response to be? because i could tell ameri yout i really predict is going to happen. gaza is going to be annihilates and they're going to end hamas's reign in gaza. that will be over. h fo and i don't think there's going to be much for people to go back to their that is going to be israel's decision to makeo . and we should support whatever decision they do make. i will tell you this, thoughn t. to sean, is the moment to remember we have made some of our own most disastrous decisions in the wake of tragedies, includins g 911. look at $3 trillion wasted in iraq and afghani