I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

I've got to tell you something.

Once again, we've got a very mixed picture and the mixed picture comes from actual one-off

things like a Raytheon not doing that well, RTX.

But I want to speak a little more about what's going to happen this evening.

Because I think we can look at Dow and how it did and Verizon did.

But I had a very consequential interview last night with Jonathan Canner.

He is the Assistant Attorney General for antitrust.

Very different, by the way, from the FTC.

He's offered a very cerebral analysis of what a monopolist is.

He would not speak specifically about Alphabet, but I can tell you that if Alphabet has a good quarter and we do have position in Alphabet,

the next thing you will hear is an antitrust case that I think is very potent and will make them choose either the buy side or the sell side.

I'm quite aware of this because when I helped run the street.com,

suddenly out of nowhere Google became both sides of the ad market,

and we began to lose a huge amount of money.

That's what he's focused on, so let's understand.

And there should be a video on CNBC.com that was not on their money,

which explains that I am genuinely concerned about our alphabet position because of antitrust.

Yeah, it's in the analysis tab on the Investing Club site if you want a quick way to find it.

But I thought his comments were very interesting, right? Traditionally, antitrust you think of a, is an acquisition vertical versus horizontal.

He's saying everything is two-sided. There are two-sided

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