unitedhealth straight up this morning, now up 7%.tedhealth is a dow stock and it adds 200 points to the dow industrial average. unite -- without unitedhealth the dow would be in negative territory. homeland security ramping up efforts to stop fentanyl at the border or at least try to. what does this have to do with cryptos? ashley: dhs says it is using forensic accounting to trace crypto currency used by mexican cartels to purchase chemicals. those chemicals largely produced in china and shipped to mexico where the cartels manufacture the drug and bring it across the us border to sell. it has been going on for some time, fentanyl is the number one killer of americans aged 18 to 45, the cdc says it claims the lives of 70,000 americans each year. the first two months of dhs's stepped up campaign to battle fentanyl, 10,000 pounds of the drug have been seized by border patrol and homeland security, 284 people have been arrested but families of victims of this drug say it's too little too late but they are trying to do something. stuart:

lauren: verizon, unitedhealth. stuart: dow is up 200, nasdaq is down 28 points, the 10 year treasury yield moving below the 3% yellow, 376. price of oil $70 a barrel, up to $75 a barrel. as for bitcoin, we are looking at $29,800 a coin. justin, the latest read on homebuilder sentiment. lauren: went up a point, 256 in july, seven months in a row that builder confidence is improving up the highest in nearly a year. going back to june last year. the reason is low inventory of existing homes. if you have the ability to afford a home you're probably more likely to team up with a builder to purchase what you want. stuart: that is thin, isn't it? lauren: it is going up month after month. stuart: the dow is up 200 points. now this. is real's president will visit the white house today and probably get a hero's welcome. he needs to patch up the deep division among democrats. in 2020, three out of four jewish voters back president biden. he needs to keep that voting bloc. the progressives in the party are giving him a problem

charles: all right, unitedhealth, take a look at that, up 7%. gave some pretty good guidance.uple of months a ago, but you didn't buy -- >> no, i bought it, but i sold it -- charles: oh, okay. >> i can't even tell you if i made or lost moneying. -- money. charles: so there's t a cautionary tale there. >> there is. i did buy it this morning. charles: this, by the way, i'm glad we're talking about this. the stock's up 7 percent, and a lot of people would say, squeeze, i missed it. >> i'm in the money off the trade right now. in a bull market, when you see good news, you can buy the good news. this was trading at a 52-week low, the the shorts were leaning into it. this has got legs. they allayed some of the concerns around the stock. charles: you know what i find really interesting is that health care, staples for the most part have been, those are the sectors that all -- i would say 90% of my guests this year, particularly in january and february, said load up, you want to be cautious, you want to avoid technology. of course, they've gotten hammered. would now be the time to rea

unitedhealth, the big story for the dow in particular.ere down about 4 earlier, so session lows. nasdaq is down 45 and change, so we're actually hitting session lows for the nasdaq as well. well, regulators in the u.k. have extend their deadline to rule on moth's acquisition -- microsoft's acquisition of activision blizzard until august 29th. here in the united states the ftc asked an appeals court to stop the sale just hours after a federal judge refused a similar request. ubs upgraded the stock from neutral to buy and raised its price target from 345 to 400. at&t dropping after jpmorgan lored the stock's rating from overweight to neutral. bank says liabilities from the discovery of the telecom's toxic-led cables will have a long-term impact. a blockbuster report from "the wall street journal,"s a series of reports on this issue. obviously, this was uncovered by the "wall street journal" in a very long investigation. stock is on pace for its lowest close since 1994 when it closed at $14.58. >>> all right, leslie's is cutting its annual s

stuart: i see a list of winners on the market and unitedhealth is in there again.tock has gone, you have been buying healthcare companies. why? >> that is right. healthcare looks solid right now. there's a lot of deferred surgeries that have gone in to this covid timeframe so still very bullish right now. also think commodities are looking strong especially as the us dollar starts to slip and if it goes lower, metal miners that own, oddities that go up in value if inflation goes up, also help us in the event we have selloffs and last thing, we are going away from china and more friend shoring to places like india so there's a strong trend developing right now, india has 2.5 million graduates on an annualized basis, that around for a while as we see them develop here. stuart: the second person to talk about investing in india, very interesting. always good, thanks for joining us, see you soon. united healthcare. >> one of the reasons, people are getting new perfect after covid, those surgeries you don't have to do right away but it is a stock that is on the post ear

unitedhealth upgraded earnings for the outlook the rest of the year.ical costs could have been rising. i wonder what the is when earnings we are getting to the economy that we think we are in. >> it is a fantastic question and brings us to our question of the day, will earnings confirm a goldilocks economy that the data seems to have shown over the past week? joining us now is our markets life team leader in new york and london. i realize this is going to blow up the conversation in our question of the day. i am pretty sure you do not think we are in a goldilocks economy. what do earnings tell you? >> i am going to take a step back and say, today, you cannot trade against the soft landing narrative in the u.s. i do not want to talk about a goldilocks economy. i want to talk about a goldfish memory. we are in an area that is uncomfortable for the economy. you can see the diversion. if you look at auto's performance versus manufacturing pmi's, you will see a massive divergence. either the stocks are telling us something the pmi's will tell us later or th

health last week and the optimism is easing concerns over a slowdown in medical procedures which unitedhealthith a warning last month. shares of at&t rebounding after yesterday trading at a three-decade low following "the wall street journal" investigation on lead cables lead cables represent less than a 10% of the copper footprint of more than 2 million sheet miles while also saying it strongly d d disagrees with the conclusion, with verizon, lumen and frontier also jumping. >> pippa stevens, thanks last chance to weigh in on the twitter question we asked will we see record highs for stocks this quarter? the results are coming right after this break sh we had more cash. you think those two have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a clue. that's crazy! well, not everyone knows coventry's helped thousands of people sell their policies for cash. even term policies. i can't believe they're just sitting up there! sitting on all this cash. if you own a life insurance policy of $100,000 or more, you c