2nd Half Playbook, Boeing Buys Spirit AeroSystems, Chewy "Roaring Kitty" Effect 7/1/24

After a bullish first half for stocks, David Faber, Leslie Picker and Mike explored what to expect from the markets as we enter the second half of 2024. They discussed the AI-fueled tech sector rally, the moves in Nvidia versus Treasury yields -- and whether or not we could see a broader rally for the rest of this year. Wedbush analyst Dan Ives joined eth anchors at Post 9 with his 2H forecast for tech. Also focus: Boeing agrees to acquire Spirit AeroSystems for $4.7 billion in stock, 'why "Roaring Kitty" sparked a 20% jump in Chewy shares before gains were erased, banks boosting dividends, countdown to the Supreme Court ruling on Trump immunity case. Squawk on the Street Disclaimer