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. \nThey 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. \nWedbush 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, \n'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.\n\nSquawk on the Street Disclaimer