harrington, a cnbc contributor i wonder if you're at all worried about the fact that the markets are doing what they're doing right now, setting record highs and seeing countries like austria go into full-blown lockdowns for covid again? >> i'm never worried because i'm a long-term investor so the short day choppiness, intraday, week or month, they never worry me i worry about much bigger things that are much further off that are frankly, frequently unatt unattainable i'm not worried about today. i'm working on adding a new position to the portfolio, i can't talk about what it is yet but i'm hopeful i get better entry points because of this on days like this i see it as more opportunity than fear in fact, as you were leading up to this, i was wondering if i could reach across my office, i have a bumper sticker that says i love volatility. i do love volatility because it offers opportunity >> let's talk about the parts of your shopping list you can talk about. what's on there right now? >> well, two weeks ago we added jetblue. i thought it was cool you had the segmentment this morning

joining me for the hour jenny harrington and josh brown, jon najarian, founder of rebellion.com. the nasdaq 100, the russell all hitting new record highs again today. take a look at the bottom of your screen, too there are several double-digit movers in focus. some of our committee members are rejoicing and others, they are reeling. we'll debate each of those names and what you need to do with them right now and on that note we'll get to the markets and i first want to get to moderna missing and they cut guidance for sales. steve weiss joining us on the phone and we need to hear from him, steve what's your reaction what do you do with your position today >> well, what i've done is i've added right down here to the position if you recall i had some schmuck insurance which is far below the market so they helped with these a little bit today, but still it's a painful day look, they cut guidance this year, but they attribute it to and i believe the timingissues this is a new company. this is not pfizer that's been around for 100 years moderna's been around for a hundred years and the

joining us for the hour jenny harrington, steve wiss, joe terra nova and jon najarian, co-founder of market rebellion.com. the market trying to avoid a third down day recouping big losses froea

jenny harrington kick it off >> pfizer. another one from our growth portfolio. this thing trades at 16 times earnings, 15% earnings growth ahead, and it is wildly oversold >> jim >> qualcomm. analyst day tomorrow that should be the catalyst. >> joe, talk to us about resmed. >> san diego based medical equipment. focus on sleep disorder. >> go chargers pete najarian. >> i'm going to -- i'm going to give you monster beverage. i see some call buying in there. i think the stock is going higher >>> thanks all that does it for us on "halftime. "the exchange" begins right now ♪ >>> thank you very much, brian hi, everybody. i'll kelly evans >>> here is what is ahead this hour the president is set to sign one of the biggest infrastructure bills in history today we'll speak with the ceos of blink charging and siemen's usa. we have the story and the action on three trades tomorrow morning. >>> we are joined by a five-star tech manager

joining us for the hour jenny harrington, steve wiss, joe terra nova and jon najarian, co-founder of market rebellion.com. the market trying to avoid a third down day recouping big losses from earlier today, rising yields. they've been fueling recent declines and the ten-year hitting 1.86% and obviously, fast-rising yields on the 10-year and that's having a big impact on tech names and let's just talk about it, and we'll start things off looking at the high growth names and a lot of those high growth stocks have been hit pretty hard by the rising yields and i'll start off with you, if you don't mind and as a chance to buy the dip and you're moving away in the moves with the ten year that we're seeing >> it would be hard to move away since we were never in them, but no, we're also not looking on the dip. we need to buy stocks for our discipline growth strategy that have 5% or better free cash flow yield and ahead of the show we were chatting and i was saying, you know what? maybe things like paypal, coinbase, zoom maybe if they get a little bit cheaper there will be something that we'

joining me for the hour jenny harrington and josh brown, jon najarian, founder of rebellion.com. the nasdaq 100, the russell all hitting new record highs again today. take a look at the bottom of your screen, too there are several ub

phil said it's coming up, and he's staying with us jenny harrington, i go back to the cathie wood thing. if it's too rich for cathie wood, i know you're not touching this thing and i know you're not reading too much into this, and it was on stage where josh brown had the conversation and she said it's just too rich for me on this valuation, the return to this level does not seem to be great. i know you're not touching it, but what are your thoughts on the overall story itself >> well, look, the technology is clearly there. it's clearly brilliant, but i've been trying to think of how to analogize it in my head and how to wrap my own arms around it, and i thought where you could make a pfizer and moderna analogy. brilliant scientists and brilliant things and pfizer went out in this because they had a hundred years of knowledge and history on how to manufacture and operate and how to get products to market, and i think it's also going to be challenging. when you are rivian, you will need to continue to grovel from the capital markets. when you are a ford, gm or toyota you are generating ca