our david faber will be here with the latest. >>> plus, china rising. the shanghai composite seeing its best day in nearly two years. etfs surged, too. can the moves by beijing help chinese stocks rebound? >>> and later, just sell it? the chart master is out with a bearish call on nike shares of the shoe giant, up 3% today. why he doesn't think this swoosh higher will last. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. we start off with two big earnings movers after the bell. shares of ford jumping after the automaker topped estimates for the first quarter. snap plunging as much as 30% after it gave weak guidance for q-1. we'll let to the numbers in a bit. we want to start off with the breaking news in the media space. espn, fox, warner brothers teaming up to launch a sports streaming platform this year. let's get to david faber with the details. >> yeah, this could be something that you can actually download as soon as the fall, that seems to be the hope o

thanks my friend, david faber. >>> it's been a rough week for solar stocks.ne wall street firm is cutting its ratings on both of those names. pippa stevens has the story. >> such great declines you have to wonder did the analysts maybe miss the mark with this downgrade when a stock is down 30% in a week. basically, downgraded both saying the demand forecasts are too optimistic especially when it comes to the back half of the year. they don't see this big rebound. another factor that's been cited is that these companies are going to benefit from lower hardware prices. those tail winds are overexaggerated. they're going to be more subdued going forward. basically just saying they don't see this market turning around any time soon. we did also get some news out of sun power. the company said today that its ceo has left. that was effective last night. of course, this company has been very embattled major of three publicly traded solar companies, sun power struggled the most thanks to concentration in california and traditional loan-heavy offering. the company bro

i'm david faber with jim cramer. we're live at the new york stock exchange. carl is on assignment.et's get to futures as we get set for trading a half hour from now. i always defer to jim on that because i don't know what it means. >> it's early. >> it's early. let's get to our roadmap. we're kind of on deal watch this morning, but not the kind you typically think of. chevron warning its $53 billion hess deal could be at some risk. we've got the ftc and nine states, suing the block that kroger albertsons deal. kroger wants to buy albertsons. macy's and lowe's shares are falling ahead of the open. some, not really here, but there's always some who call it an ai tech bubble. jamie dimon says not so fast. i guess we agree with him. >> if you call it a bubble and it explodes, you look like an idiot. if you call it a bubble and it doesn't explode, you still look smart. >> we started the day so cynically. >> the idea it's a bunl and the idea that the "wall street journal" has a piece saying everyone sucking up to jensen huang. we have very serious people like jamie dimon who directly to

>> here i am just agreeing with david faber over and over again.ace to be. >> it's not a requirement. >> exactly, david. it is not systemic, but it is a big risk to the regional banks and people have to do their homework. powell even said that in his press conference that he was watching those closely. but it is not across the board. the money center banks, the mega banks are in good shape as far as commercial real estate. that market has to go through a transition. good grief, our life in the office changed dramatically after the pandemic. it's the new way of doing work. so office home occupancy is up 50% while office occupancy is down 50%. >> yeah. chris, in risk of not having us agree or perhaps we will, you know, hopefully we're going talkto talk a number of times before you step down as cio in june, but we've talked in the past and you've been at the forefront of esg investing to a certain extent, having been involved in the board changes at exxon with engine one, what are your thoughts about esg right now in terms of how it morphed, how it wa

i'm sara eisen with david faber.as always from post nine of the new york stock exchange carl is on assignment. take a look at stocks and bonds rallying off that pce number which was hot, but that was expected and so it wasn't worse. the market liking it the s&p 500 gaining about a 0.5% communication services in the lead with real estate, technology and consumer discretionary. the only two sectors are down are staples and health care. part of the story is the bond rally. we had seen a back up in yields into this report and goes the other way today. the 10-year yield lower 4.23%. the 2-year yield 4.67% we're 30 minutes into the trading session. here are some movers we're watching fresh results from a few of the cloud names. salesforce, snowflake, okta on the move more on those numbers and what to do with the stocks in a moment don't miss the ceo of okta on money move years hormel and papa john's both in the green after strong results sales coming in higher and both names, anheuser-busch is lagging after the revenue and

it's like, slow down, man. >> i said -- i turned to my wife, and i said, if david faber were here, we just, say, pass the hemlock. it was really an extraordinary moment where he basically just said -- he didn't mention you specifically -- that we were -- that we're just atavistic. like, you know what? we're useless eaters. >> i haven't had an opportunity to spend time with mr. altman, but i -- i feel like he warns on one side and then on the other, he's, like, full speed ahead as fast as we can to get to that world that i keep warning about or at least have certain concerns about. >> he was the closest i've heard yet to saying that you're basically soilent green. can you do it? do it, come on. >> which one do you want? charlton heston? "it's people!" >> you got to commit on that one. >> i can't commit. i got to hear heston first before i can recreate. >> what was "to serve man"? >> it's a cookbook! >> so good. rod serling. how brilliant. >> one of the best. >>> bitcoin is getting some attention. just a couple grand from the january highs. >> you know, i had a good call that went down.

david david faber is back at post nine of the new york stock exchange ugly close to january, dovish macrodatabetter productivity has the ten-year below 3.9%. >>> our road map begins with the fallout from the fed as the chair says a march rate cut does look unlikely. >>> mark zuckerberg's meta culpa. >> clever. >> that's our executive producer's wit there he did apologize yesterday we'll give you the details >>> and speaking of big tech names, we are looking ahead to big results. we've got meta, amazon, and apple all set to report after the bell >>> let's talk about the markets after yesterday's fed-fueled selloff sparked by those comments from chair powell >> based on the meeting today, i would tell you that i don't think it's likely that the committee will reach a level of confidence by the time of the march meeting to identify march as the time to do that but that's to be seen. so, i wouldn't call, you know, when you ask me about, in the near term, i'm hearing that as march. i would say, i don't think that's -- that's probably not the most likely case or what we would call the base case >>

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm david faber with sara eisen and mikeantoli. we're at post nine of the new york stock exchange. carl and jim have the morning off. let's give you a look at futures. of course, we get started with the final day of trading. you can see we are set up for, i don't know, usually i defer to somebody else to tell me even what that looks like. mike, you want to? >> it's flattish on the s&p. >> there grow. >> nasdaq has a beat. >> this morning begins with economic data. ppi did come in hotter than expected, did further complicate that picture for future inflation. >>> nike, the latest company announcing job cuts, slashing more than 1,600 position. >>> shares of coinbase are surging after the company posted its first quarterly profit in two years. >>> we do start with this morning's ppi report. 0.3% for the month of january, and i'll turn to sara to sort of give us a sense here. we've gotten a cpi, and now this. where do we stand? >> it was not a great read, because what we were hoping going in, after the hotter consumer price infl

faber the s&p up about .4%. for a change consumer discretionary, health care higher as well. so are staples and industrials what's lagging, utilities and real estate. noo nasdaq up .3%. only the down is up .2%. looks like we've had a trend of higher yields lately coming off that today ten year yield 4.08% we'll talk about the fed, the auction in a moment. 30 minutes into the trading session. three movers roblox shares are surging. the company's quarterly sales and deferred revenues hit a record $1.1 billion. snap shares are plunging, revenue missing estimates, guidance coming in light we'll break down the numbers with an analyst who still calls the stock a buy. >>> we watching new york community bank corp. and the regional banks, making leadership changes and getting downgrades today we'll do a deep dive later in the show but as for the overall market, guys we have a big ten year note auction today. >> biggest ever, right. >> this is a record auction. and so, i'm paying attention to it i think a lot of people ar

i'm sara eisen with carl quintanilla and david faber, live for you as always at post nine of the newake a look at stocks here early action on monday. little changed for the s&p, largely a reflection in the weakness in technology. consumer discretionary, banks are up, industrials are up as well. the nasdaq is lagging behind. again, we're coming off of several very strong weeks. the nasdaq up 4.8% month to date. s&p about 3.75%. treasuries are starting the week, the trend towards higher yields and back off at 4.17 right now on the 10-year. the 2-year yield at 4.38. 30 minutes into the trading session. some movers we're watching a deal in the oil patch. diamondback energy to by endeavor energy in a mega shale deal. endeavor is the largest privately held oil and gas producer in the permian basin. shares of citigroup under pressure. regulators have asked the bank for changes the way it measures default risks of its trading partners and found plan to improve internal oversight to be lacking. >> vf corp rallying. engaged capital has received the support of the founding family of vf corp for

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber with jim cramer.e are live from post nine at the new york stock exchange. carl is on assignment. let's give you a look at futures. it's hump day for me and jim. that's what we like to call it. looks like we're going to open lower. what's going on? what happened? >> it's just that kind of -- it's just desultory. right now, there is nothing that is earth-moving. >> that is a great way to lead off the show. >> i have unbelievable stuff. >> okay. let's get to our road map this morning. it does start with apple's ev aboutface, reportedly abandoning its decades-long efforts to develop an automobile, turning its focus to generative a.i. shares have underperformed so far this year. >>> continued signs of a robust economy, healthy consumer spending certainly one reason why and goldman's ceo thinks a soft landing is "uncertain." >>> and the doj turning its focus to health insurance. it is launching an antitrust investigation of the giant. unh. >> unh is really under siege. it's a great american company. it's un

faber at post nine of the new york stock exchange.ow much can the bulls get back after the worst day for the dow in almost a year? worst for the russell in almost two. ten-year still above 4.3%, though, and cisco earnings tonight. our road map begins with stocks seeking a rebound after that drop. investors now pushing back rate cut expectations until june. >>> plus, shares of uber and lyft are both rallying ahead of the open. lyft says it expects to post positive free cash flow for the first time this year. uber authorizes a $7 billion stock repurchase. both are up. >>> airbnb shares also on the move. ceo brian chesky says it plans to expand beyond its core service with the help of a.i. >>> let's begin with the markets. the dow come off the worst day since last march. s&p, not as much, going back to january, but obviously, jim, some called it. in fact, it was the former president of the boston fed today said it was an overreaction. >> i don't know if it's an j overreaction. we've been up nonstop since the beginning of november, and i

david faber is back at post nine of the new york stock exchange.utures steady coming off the 13th record close for the s&p this year and the best week since mid-january. packed schedule this week, pce deflator, fed speak, earnings and software. nvidia shares climbing once again ahead of the open while apolo calls the current a.i. bubble bigger than the '90s tech bubble >>> we're on inflation watch. investors are awaiting key economic data this week, potential big implications for rate policy. >>> and berkshire's cash pile hit a new record, warren buffett warning that the days of "eye-popping gains" are over. >>> let's begin with nvidia extending that rally after a blowout quarter last week, hitting a $2 trillion valuation during much of friday's session. we were talking off camera. perfect timing for you to go into your annual meeting over the weekend. >> thank you. a lot of people own nvidia. it's been our own, don't trade position, and it's worked well. i think there's a lot of skepticism about nvidia because of the -- i call it the nouveau riche

i'm carl quintanilla with sara eisen, david faber. cramer has the morning off.en-year back to 4.2% as some of the data comes in light today, including the biggest retail sales decline in about a year. add to that some lower guidance from cisco, deere, wendy's, and others. our road map begins with stocks and the economy. investors closely watching the data today, including retail sales, claims, manufacturing, ip. >>> plus cisco shares moving lower. the company cutting more than 4,000 jobs and lowering its revenue outlook. >>> and warren buffett's berkshire hathaway has trimmed that massive position in apple. >>> let's begin with the markets. we mentioned retail sales coming in a bit light. philly fed was a little bit better, but then empire was a miss, and a lot of desk notes today, sara, saying tuesday was a hiccup as we got the two-year basically back to where it was prior to cpi. >> the best news of the economy this morning was jobless claims, which continue to surprise lower. only 212,000 jobless claims filed last week. that was less than expected. it was the

i'm sara eisen with carl quintanilla and david faber live from post nine of the new york stock exchangeight now. the s&p is higher by 0.3%. don't let it fool you. a lot of it is the mega caps communication services, best performing sector, why, meta is up 20% most of the other stocks in that group are lower. consumer discretionary up 1.3% why? amazon up more than 7% these are major earnings movers from the biggest stocks in the market the dow is lower it's being dragged by names hme depot because yields are jumping. treasuries mostly in react slun to the strong jobs report we are seeing the stock in yields, 10-year above 4% 30 minutes into the trading session, movers that we are watching as i said, mega cap tech front and center, meta, amazon, apple making moves on the latest earnings what to do with these stocks straight ahead cigna shares are rising. the health care services company beating earnings estimates, raising its dividend by 14%. two consumer names to watch. deckers outdoors rallying after posting record revenue and skechers is plunging after sales mi missed estimates guidanc

unless you not david faber, and i don't. >> like your opinion on -- short term, long term? have got to make money, and there's nowhere in -- i don't see any way shape or form that they're gonna be making any money. i'm gonna have to hold off on this one. let's go to gave. >> hey, jim. good evening. we've got a good michigan -- for you. >> what's up? >> when watching a here for a few months thinking about buying throughout the year, i've been watching. this uncertainty tied up here in the court system, but after positive earnings and outlook in the pipeline, what are your thoughts on jfk? >> i think gsk's going even higher than it is right now. i think it's been a terrific winner of late. and the ceo has been doing a great job. i'm a believer in gsk. i'm a believer. let's go to trey in texas. trey? >> jim, my wife was cooking hot dogs last night, chicken and pork. she asked if i thought they'd be goodwin bypassed desperation. i told her they were never good to begin with, as i only eat all beef, and jim, i only -- one plate. that's a lot of revenue behind a lot of dogs. shou

i'm carl quintanilla with sara eisen, david faber and jim cramer live at 900 of the new york stock exchangeaas, stock is up 45% today. in the meantime keeping a close eye on the s&p, not quite to 5k yet. about 6 points away. dow is positive on a pretty light day for data. that said, we are getting wholesale inventories and we'll get to rick santelli. hey, rick. >> carl, indeed. you're correct post-sale inventories and trade aren't usually super exciting but this time might be different. our december trade number on the wholesale side up 0.7%, up 0.7%. that's the biggest jump since september of last year. it does highlight the issue of how we've gone back and forth on many of these inventory issues trying to sus both demand moving forward and overstocking looking backward. on the inventory side, carl, this is a december final read and that means that the mid month read, which was up 0.4% gets tossed out and replaced with 0.4%. remains the same. it's a reversal of last month when it was down 0.4%. neutralizes out. these are december numbers, so the trade sales number and the inventory number

our own david faber reported a year ago that operation blizzard as it appeared its tieup with microsoftto be sure, this is important. not every broken deal faces the activist ire, but when it leads to shareprice weakness, activists can see that as an opportunity. certainly, something to keep an eye on as we see a tighter and stricter regulatory environment. ryan. >> we shall see, and see what uncle carl wants to do with jetblue. leslie picker, thank you. >>> more rhyme time, huey lewis style, because apparently, it's hip to be bear. who knew? you will meet a fascinating company looking ctohange the way you view electric cars, and it all has to do with subscriptions. that is next. - i got the cabin for three days. it's gonna be sweet! what? i'm 12 hours short. - have a fun weekend. - ♪ unnecessary action hero! unnecessary. ♪ - was that necessary? - no. neither is a blown weekend. with paycom, employees do their own payroll so you can fix problems before they become problems. - hmm! get paycom and make the unnecessary, unnecessary. - see you down the line. (bobby) my store and my design b

look, here's my view on paypal there's a guy named alex chris i saw him interviewed by david faber, my colleague. and i really like what he had to say. and the guy is from intuit he's a hitter. own it lo look, am i jumping up and down about it no it's like the japanese stocks. inexpensive. you can buy some right here. i believe that and a little bit lower it's called investing. i really like it it's a cool thing. i've done it for a long time you might think the megacaps are overvalued and that we're in a repeat of the dotcom era you may not like the way apple's treading after the bell. i say stop it already. if you keep using the analogy these are all just a bunch of joker companies europe going to cost yourself a fortune staying out of the way amazon and meta. maybe get a better basis for apple. the symbol e, the company behind chile's and imagineiano's soared after earnings is it time for investors to take a bite of the stock for the long run? i'm checking in with the ceo and amor sports hit the company with a bit of a mixed reaction how should you consider the name and the state of

david faber and i can report that the trump post came after dana white, president of the ultimate fighting championship, reached out directly to trump to encourage positive commentary about anheuser-busch. that's according to a source familiar with the situation. remember, in october ufc announced a partnership with anheuser-busch to make bud light the official beer partner of the ultimate fighting company in a deal that was reported at the time to be worth $100 million. in a press release announcing the deal white said, "there are many reasons why i chose to go with anheuser-busch and bud light, most importantly because i feel we are very aligned when it comes to our core values and what the ufc brand stands for." a spokesman for ufc declined to comment on the white-trump conversation new york stock exchange his post tuesday the former president threatened to release a list of companies other than anheuser-busch that he considers to be woke and building a list. and might just release it for the world to see, trump wrote. his followers, trump suggested, should be going after those companie

faber here at post nine of the new york stock exchange.avid has the morning off. nvidia tonight is key. meanwhile, palo alto, teledoc, cutting guidance >>> our road map begins with nvidia out after the bell, a day after the stock saw its biggest drop in four months. palo alto is plunging more than 20% premarket as they lower their full-year guidance >>> later this hour, a cnbc exclusive with b of a chairman and ceo brian moynihan >>> let's begin with nvidia. under some pressure again ahead of its big earnings tonight after the stock suffered its biggest one-day drop in market cap during yesterday's session last night on "mad money," jim did reiterate his bullish stance on the company by comparing jensen huang to one global superstar. >> jensen huang is the ceo of taylor swift i'm not joking whatever happens tomorrow, do we think it's make or break for nvidia no way nobody's about to call a top on taylor swift, so why does everyone want to call a top with nvidia >> he's not sweating the quarter, working on something more long-term >> he's s

i'm sara eisen with carl quintanilla and david faber, live for you as always from post nine of the newnge. take a look at stocks here in the early action. lifting. coming off of yesterday's selloff. the s&p kind of unchanged. dow is up 70 points. nasdaq a little bit under pressure right now. again after the down day. another higher week. treasuries right now take a look, it's been a story of higher yields. basically on a string of positive economic data, they come down today. the 10-year note yield 4.1%. what's working in the market today? materials, real estate, health care and industrials are higher. technology, staples, utilities and financials are weaker. 30 points into the trading session here are movers we're watching spotify, palantir and eli lilly heading higher on the back of earnings and a slew of other names as well. we'll break them down. tesla reversing losses. $195 per share analyst pointing to, quote, governance concerns aggravating tough financial concerns. tesla is down about 25% this year. >>> watch china stocks today posting their biggest one-day gain in two years on

david faber has the morning off.quities are bid across the board as nvidia comes through as a major catalyst for tech, even with yields climbing to two-and-a-half-month highs our road map begins with nvidia's monster quarter, sending the stock up double digits premarket revenue rising more than 260% year on year >>> ev stocks, though, moving in reverse, shares of lucid and rivian both plunging post-results we're going to dig through those numbers. >>> we'll talk with the ceo of mondelez on the state of the consumer and what he thinks of the president calling on snack makers to stop shrinkflation >>> let's begin with nvidia. sales more than tripled. guidance exceeds consensus this is jensen huang on the call last night >> this last year, we've seen generative a.i. really becoming a whole new application space, a whole new way of doing computing, a whole new industry is being formed, and that's driving our growth we guide one quarter at a time, but fundamentally, the conditions are excellent for continued growth calend

i'm sara eisen with carl quintanilla and david faber, live as always from post nine of the new york stocke have a selloff on our hands. s&p down 1.4%. every sector lower but if you look at what's getting hit the hardest, real estate, interest rate sensitive, technology, consumer discretionary, materials. they're all at the bottom of the pack today. consumer staples and health care, defensive are holding up the best. the nasdaq down 1.7%. we are seeing a pull back after steady five week of climb for the s&p and for the nasdaq why? we got a hotter read on inflation. take a look at the impact on the bond market where you're seeing it selloff and yields higher across the board. 10-year at 4.27. we've broken out where we've been. bigger move in the 2-year note sensitive to fed policy for pushing 4.6%. 30 minutes into the trading session. here are big movers we're watching. shares of hasbro tumbling. the toymaker missing estimates, demand weakness in the toy industry weighing on revenue. shoppy beating revenue estimates, but the stock is falling after the e-commerce player expects higher operat

faber has the morning off.e put this barn burner of a week to bed today, coming off the s&p's best day in more than a year, post-nvidia. yields are a bit elevated as jpmorgan and goldman make hawkish adjustments to their rate forecasts our road map begins with nvidia versus the fed fed officials yesterday signal no rush to cut rates block shares are surging ahead of the open. company reports a surprise profit, some strong revenue growth, and warner bros. discovery today turning a full-year profit but sees continued ad headwinds and shrinking north american subs. >>> let's begin with the markets, though, after that nvidia-fueled rally, jim i think we're going to flirt with $2 trillion today, jim. >> it's interesting that the stock continues to climb there was nothing new that came out overnight. i think that what's happening is the idea that everything's overblown, the idea that there is nothing to a.i., or if it's a.i., then it's latiterally jus something we talk about -- the daughter dross added to intuit's co

faber here at post nine of the new york stock exchange.oc, cutting guidance >>> our road map begins with nvidia out after the bell, a day after the stock saw its biggest drop in four months. palo alto is plunging more than 20% premarket as they lower their full-year guidance >>> later this hour, a cnbc exclusive with b of a chairman and

david faber is back at post nine of the new york stock exchange.week since mid-january. packed schedule this week, pce deflator, fed speak, earnings and software. nvidia shares climbing once again ahea

i'm david faber with jim cramer. we're live at the new york stock exchange. carl is on assignment.get set for trading a half hour from now. i always defer to jim on that because i don't know what it means. >> it's early. >> it's early. let's get to our roadmap. we're kind of on dea

." ♪ >>> good thursday morning, welcome to "squawk on the street," i'm david faber with jim cramer.let's give you a look at futures. you just heard becky say it, so you don't need to hear me say it again, so i won't. just look. all right, let's get to our road map this morning. it starts with the fed's preferred inflation gauge. january core pce in line year over year, up 2.8%. >>> on the tech front, we got salesforce out with a beat in terms of i

david david faber is back at post nine of the new york stock exchange ugly close to january, dovish macrodata road map begins with the fallout from the fed as the chair says a march rate cut does look unlikely. >>> mark zuckerberg's meta

faber at post nine of the new york stock exchange futures are trying to find their legs as corporatek bounces premarket >>> road map begins with upending tv sports espn, fox,

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber with jim cramer.change. carl is on assignment. let's give you a look at futures. it's hump day for me and jim. that's what we like to call it. looks like we're going to open lower. what's going on? what happened? >> it's just that kind of -- it's

faber has the morning off.e s&p's best day in more than a year, post-nvidia. yields are a bit elevated as jpmorgan and goldman make hawkish adjustments to their rate forecasts our road map begins with nvidia versus the fed fed officials yesterday signal no rush to cut rates block shares are surging ahead of the open. company reports a surprise profit

faber at post nine of the new york stock exchange.n the next few days. >>> our road map begins with that super bowl comeback, the chiefs becomin

faber at post nine of the new york stock exchange stocks weathering some cross-currents as the jobs ten-year is a little suspicious, just flirting with 4%.

faber at pos

i'm carl quintanilla with sara eisen, david faber. cramer has the morning off. about a year. add to that some lower guidance from cisco, deere, wendy's, and others. our road map begins with stocks and the economy. investors closely watching the data today, including retail sales, claims, manufacturing, ip. >>> plus cisco shares moving lower. the company cutting more than 4,000 jobs and lowering its revenue outlook. >>> and warren

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm david faber with sara eisen and mikeff. let's give you a look at futures. of course, we get started with the final day of trading. you can see we are set up for, i don't know, usually i defer to somebody else to tell me even what that looks like. mike, you want to? >> it's flattish on the s&p. >> there grow. >> nasdaq has a beat. >> this morning begins with

faber at post nine of the new york stock exchange. road map's going to begin with disney and that epic quarter. quarterly beat, div hike, buyback plan as well as guiding well ahead of aexpectations. >>> the s&p is nearing a new record milestone less than three years after it cro

faber at post nine of the new york stock exchange.ear yield drops to 4.43%. russell futures up a percent. >>> our road map begins with a

david faber has the morning off.a major catalyst for tech, even with yields climbing to two-and-a-half-month highs our road map begins with nvidia's monster quarter, sending the stock up double digits premarket revenue rising more than 260% year on year >>> ev

faber at post nine of the new york stock exchange.he russell in almost two. ten-year still above 4.3%, though, and cisco earnings tonight. our road map begins with stocks se