We're all over here as a coin base after the company reported earnings, a conference call,

kicking off in just about 30 minutes. We're dialed in and bringing you all the headlines. Plus,

a big box breakout, Walmart's been lagging, rival Costco for months, but the chart message

spotted something that suggests that's about to change. We'll dive into this to bring you the trade.

And a Moderna meltdown shares with a biotech company that nearly doubled in the past month,

but one analyst says the run is ridiculous. You won't believe where he says prices should be going from here.

He'll tell us why later this hour. We start off with some material gains. The Dow industrials jumping

to a new record after the Senate passed a long awaited trillion dollar infrastructure bill. The S&P

eking out its own all time high at the close and check out the moves and some of these resource names.

Cleveland cliffs at levels not seen since 2014.

Pre-Fort McMurray and U.S. Steel, both of them were more than 4%. Guy, I'll go to you. Welcome back. What do you make of the moves?

Yeah, thanks, Melon. First of all, I say Tim's been honest for a while and he's been doing well.

I'm going to say a lot of things that he's thinking or might say, but I'll say this.

U.S. Steel, $28 stock, $29 stock. You can make a cogent argument that things have never been better for the steel industry.

This is a company that's just basically running itself better, breaks out above $30.

Listen, I don't think it's getting back to the March 2018 levels of $45 anytime soon.

I'm going to say a lot of things that he's thinking or might say, but I'll say this, U.S. Steel, $28 stock, $29 stock.

You can make a cogent argument that things have never been better for the steel industry.

Listen, I don't think it's getting back to the March 2018 levels of $45 anytime soon.

But I think this should be a $35 stock. You mentioned Cleveland Cliffs, 8-year-high.

Freeport, Mac, Marin, obviously sort of lagging a bit, probably given some of its energy exposure.

But then, names we don't talk about. Martin, Marietta, Vulcan Materials, both those names sold off since the May all-time highs.

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