Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

We've got oil down and we have interest rates, you know, kind of a little bit lower.

And that is, by the way, what's still happening.

We always forget when we look at individual stocks, what's still controlling things is the Fed and whether rates are coming down.

So we have all these different earnings that are being reported, and I come back to you, you get a good backdrop, then you get a market that's going higher.

Sure. And we've seen earnings come in today, generally better than expected.

There are a few misses that we'll get to in the rapid fire section.

But there was a nice beat today and a really strong outlook from Danaher in the portfolio as well. That stock is surging higher here, back to the

52-week high as the key line in the press release, they say the bioprocessing business,

sustained, positive momentum.

And that's key because when it was falling the last couple months,

sentiment just got so poor in this group.

You had a couple negative data points from peers.

There was one last week.

A peer in Germany reported a week number.

But I think the results showed today why Danaher is just

a much better run company than what's in the group.

And I think that analysts who have really kind of become lukewarm on Dan and her are going

to come out very strong tomorrow.

And that's one of the reasons why the stock can be up 18 today.

Because people realize when the analysts sit down with pen and paper today, they will come out hard

throughout tomorrow, as this was the once most loved company.

...