police are investigating a shootout on the las vegas strip. it happened near the bellagio, caesar's palace and balanly's hotels. three people were hurt.

six injured and the hunt is on now for that range rover which sped away from the scene. they are not speeding higher on the stock market set today, simon. >> absolutely not. the big question, where do the markets head from here in below 1500 on the s&p. 23 members of the dow are down. home depot, gm, caterpillar all in negative territory. now of course, tyler, central stock story becomes einhorn. if you shift apple, arguably you could shift the market. though that hasn't been so true recently. >> you look at the fact that now some major barometers, of course negative for the month of february. with looming budget cuts coming in about ten days' time. well see how those affect us. great to see you as always, simon. that will do it for "power lunch." >> "street signs" begins right now.

>> are you feel willing fed fear? have no fear. because we have your play book for what to do when the fed music finally stops. what gives with wal-mart? it is on the rise, even as earnings are guided down. we will dig in to the numberes. plus, google glasses. totally geek or totally chic? and jane, oil, wells, on what may be the biggest oil find that california has ever seen, mandy. >> brian wrs worst two-day stretch for s&p 500 in nearly two months as commodity prices are taken out back and given a beating. sab could have its losing streak. let's get right to the raiding floors and find out more. rick san tellry is in chicago. rick, for a change, we will flip it around and start with you. do we blame the fed or is it just a confluence of factors here?

>> i think the latter but i think the fed has a lot to do with it hooper is our favorite scene in chicago. all stimulus is funjible. it plays on a global state. there was a wake-up call that we all are subject to the thumb on the scale and you just never know when that's going to change. plus, a lot of data in europe, like the u.s., very much on the spongy side. whether it was manufacturing, both of those, accord to an markit index moving further below 50. >> bob, a lot of people down on the floor of the stock exchange have said for a while now that we are overdo for correction. ? we haven't add pull back.

i would say it is premature for a netable pull back. where are we in this is three days. down 1.2% from highs we had on friday. rick is right. i go with confluence of events here. philly fed is awful. reigning in inflation by tampering down prices. we have the whole issue with the government slow down in the month of march. there are things definitely out there weighing on markets. good reason to be concerned. i will show you a simple metric that i use. look at 200 day moving average. this is not failed me in 15 years of watching this. any time you get too far past 200 day moving average, you generally get some correction. the range where it gets a correction is about 8%, when the 200 day moving average is 8% below where the s&p currently is. and it happened. it happened in march. wait over here. and here recently.

usually the market tops out and you move side ways for down for a while. just can't get far. finally in terms of what is mentioned, mandy, all of the dollar stores are having a good day. that's on the heels of wal-mart. street new about february slow down and they got the news but it wasn't quite as bad as people anticipated. you can see here, the dollar stores. relief for them. >> i'm glad you finished on wal-mart because shares of wal-mart are jumping on better than expected fourth quarter rilts. and this is the big but. big retailer put out guidance. next time you are caught near reagan because h is your beat, courtney. what do we make of this and why do we think the shares are moving so much higher despite negative years? >> i think a lot of it is what bob had to say. we had the report of the leaked e-mail.

but there are so many things that catch wal-mart's attention. wal-mart beating the street by 10 cents. much of that is favorable to both fax rates. plus the interest expensive was lower to both domestic and international tax matters. some are considering eps result more in line with that 1.57 consensus or light miss. separately wal-mart guiding a flat first quarter after noting disappointing sales in the first few weeks of february. the world's largest retailers attributing this to have consumers having to wait longer to get those tax refunds back. on the media call, surprise appearance to explain that this point, last year, wal-mart cashed $4 billion in tax refunds compared to just 1.billion so far this year. these are positives to glean from the report. today too, e-commerce analyst like to see, increase in

dividend up to 1.88. and apparel, positive for the year for the first time in seven years. >> okay. wal-mart, talked about tax refund delays, right? i didn't -- you said the thing was like 40 pages long. and a leading dow component right now. >> it is. >> is there a feeling that whatever slowed them down now will be made up later? >> that's what the executive commentary is guiding the market to believe. they said the first few weeks in february were slower than expected. blaming it on consumers, this time of year not getting it. now they that get it, they are seeing sales normalize. i think tlat what the market today hear. thank you so much, curt knee. >> we don't know when the fed will raise interest rates but it'll happen at some point. can't wait until it does to change your strategy. so let's get your play book

right now. joining us, dan greenhouse and jim bianco. dan, first off, i say, changing your portfolio is a must. but i say it like it really is. is it? >> the truth is, under a portfolio standpoint, fed and interest rate are secondary perform. what does matter is what sector will improve in a given cycle. to the extent we are talking about sector retags or port tollo retags i would look that more as a fufrmgs of 2015 when the fed hikes rate. >> here's the thing, jim. remember on january 2nd, quite a market reaction to the seemingly hawkish december minutes? these are seemingly hawkish numbers as well. do we take them seriously? >> we take them policy and

whether or not the policies will change matter to the market. i would also throw in a couple weeks ago in a steve liesman interview with the fed, and during interview he was ambivalent about whether they would consider to purchase into 2014. this matters but you have to ask yourself a question. did it sing ael change in behavior? will they stop the purchases later this year or not? i tend to think that they won't so that the market will go through a normal correction and eventually rebound. when they do, it will matter. >> i could jump in real quick, i totally reject the idea that these are hawkish minutes. they are not. it is important to remember from how market participants and investors see these minutes. when you get a headline that says several members think x or a few fomc members make y, i would tell you before any given meeting that some members don't

want to buy any bond. they want it buy it yesterday? some want turkey for lunch. >> are you saying we should only listen to this fed members. >> mandy, that's exactly what i'm saying. if a headline comes across, richard fisher, thighs qe 3 should early, no one carry the. the only reason listened to the the headlines with minute is because you don't know who is saying what. >> jim with, do you agree? >> yeah, absolutely. >> a hell after question i just asked. >> that is true. those three dominate the course. you're right, dan is right, that fed is very divided. might be the most divided fed in the hundred year history. there is an lot of agreement in that room. but the fact is, those three will drive it and decide when the policy will stop. if bernanke leaves, probably yellin will move into his chair and continue with the policy

unevaded. i think this will be normal and the market will good higher. some day we will stop this and then there will be a big decision that has to be made. but that some day is not in the immediate future. >> how about this, jim. not when the fed raises rates but can the fed. about what do we spend, $150 billion a year in interest. a every little. >> the fed will hate you for saying this. they insit, pushing economic growth. now we have just how is said that what they are trying to do is enable deficits. and i think they would reject it. but i think you're right. they are trying to enable large deficits and help with it and that is going to be a problem for the federal government when rates go higher because their interest costs will go up dramatically. >> let me say something quickly here. i know we are focused, this gets a lot of talk on the network.

this is secondary entirely compared to what the feds will do tp right now the fed makes great headlines. sending 80, 90 billion a year to the treasury which reduces the deficit. they might lose 30 billion a year. you want to talk about people freaking out about the federal reserve. wait until they need a bailout from the treasury. >> dan, i'm just wondering, back it brian's point, it pits the fed against it here. unless we say the government and fed are not independent. is there any way they would put pressure on and keep going. >> i will say this. the fed is -- that doesn't matter. a more general question, getting back to the main point here about whether the fed can raise interest rates, i think they

can. it is important to remember that the federal reserve tightened and the universe hasn't tightened. they tighted in the '90s. certainly this time is different in that the fed is lower for longer. that they have been buying bonds and there's no doubt that interest rate strategy is complicateed. let's be clear, if they can't raise interest rates, then the world will end. that's not going to happen. i think things will be, relatively speaking, okay. >> breaking news now on the 7/8-7. phil lebeau, what are you hearing? >> united announcing is it sick taking the 787 out of its schedule through june 5. there is one exception. if the 2k3wr0u7b grounding is lifted before then, then they will have a route. until it is fully clear they will not do denver and there are

ramifications for the denver economy. they have been targeting the service for a long time. they are pushing that back until at least may 12. the rest of united, they are not flying the dreamliner at least until june 5th. back to you. >> thank you very much. up next on "street signs," washington fear mongering. why march 1 sequester deadline doesn't mean a lick. i just did mathly on how much a really costs. wee will tell you. >> that's what larry kudlow said last night on closing bell. also, winter storm q, and it is impacting everything.

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makes it easy for anne to manage her finances when she's on the go. even when she's not going anywhere. citibank for ipad. easier banking. standard at citibank. happening right now. green light capital's david einhorn is holding a conference with apple shareholders. mary thompson is listening in. we will check back with her in a second. you can see the live cam in the newsroom there, brian. >> across the board spending cuts, better known as sequester will kick in. as we say here on "street signs," everything is fine. the first march date may not matter that much. right, john harwood? >> that's right, brian. it won't be a dramatic flip of the switch effect that everybody can see.

there is some discretion that managers have and how they apply those cuts. because the idea of cutting spending generally is pretty popular, that's where republicans think they are on strong ground. you are not likely to see a lot of immediate outrage. when you flip ahead to march 27, that's more likely to be an action forcing day. the reason for that, brian, is that you've got the continuing resolution that is the government funding bill that keeps the lights on in federal agencies and keeps the washington monument open and that sort of thing, funding that will expire on march 27. by that time there is more time foresee quester cuts to accumulate different impacts. alan simpson, head of the simpson-bowles commission was saying the other day, that's when lines get longer as tsa loses officials and you will see the public fed up with weeks and weeks of bickering. so t minus eight day says significant because that's when the sequester cuts take effect.

but it is not likely the thing that causes a deal to be negotiated and get this done. it is likely to be done later. >> a lot of people in our industry use the words dooming, draconian. i'm not saying cuts don't matter. but if you average it swb it is about 9 billion in cut and 4.5 billion in nondefense. that's less than what our government spend a day. are you saying people think this is a dooming scenario. >> well, publicly the administration is trying to highlight all of the da conan aspect of this. 700,000 workers they say could be laid off. effects on national security, teachers and head start. democrats like the idea there are cuts in the defense budget. they think there is a lot of fat in there. when i talk privately to members of both parties and their aides, they say, you know what, the government can cope with this

for a little while and this is why we're not showing more urgency about negotiating an alternative. >> thank you very much for setting that up. which state matters the most for federal contractors? sequester resolution lets us, chairman and ceo of bce. randal, welcome to the show. you are a federal contractors, how are looming cuts going to effect you and your contract? >> good to be here, brian and mandy. we face the situation before, many years ago, when there was a threat after government shut down. we are preparing at bct partners but not so much concerned with the sequester. as john said a moment ago, the cuts are schedule to kick in march 1st. it is really the continuing resolution and cuts that must be implemented by the end of the fiscal year as we approach

september 30th. that's our main concern. we expect that government decision makers will look at ways to cut spending and as a federal contractors we anticipate it may be contract that we hold that may slow spending or eliminate spending. >> have a lot of your federal client, they are not coming to you and saying, we won't go with this and we are not committing. >> we will implement some of the provisions of affordable care act. we haven't seen as much activity on that contract as we anticipateed. we are rumored to hear from our federal partners there are still growing concerns around the continuing resolution. we saw that with the election. we saw that with the fiscal cliff. and now we see it with the continuing resolution. so spending is not as plentiful. we are hoping congress can replace the agreements.

we can see more activity. there is a lot of work that needs to be done. especially for the work done around health i.t. >> randal, i love hearing from you. you are not panicking, not freaking out. you are accepting it, dealing with it and try to figure out. how are you remaining so calm? partly a media driven storm. we got to pretend the world is getting? >> a lot of hype around this sequest sequester. and our president perhaps calmer than i am to make sure we have 234 place a plan. if you fail to plan, you plan to fail. we have seen this before. it is not new. as long as we put in addressive and cost cutting plans. we feel like we are still on solid ground and we keep our staff informed o in what is happening.

at the end of the day, i'm too businessy chasing after deals here in washington, d.c. to get flustered over what might be happening in congress. >> you're building a company, your baby. and you want it to be bigger than trumps i understand. >> you know whb when i worked for trump people thought that was the end all be all. no. my dream is to build bigger than the trump partnership. >> thank you for having me mandy and brian. >> check out the rest of the grios epic grio.com. >> is this a google game changer? google glasses. i think they're geek. mandy thinks they're a chic. you decide. millions of people, one

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a massive winter are storm barreling through much of the nation's mid section. 20 states are either under a winter storm watch, a warning, or an advisory. and the flight delays, they are starting to pile up. great news. i'm going to seattle tonight. let's get down to the weather channel's jim cantore live in lincoln, nebraska. with a nice scarf on, jim. how bad is it there? >> yeah, i've been nebraskafied. in corn hsi husker territory. there will be the top ten snow of all time, easily. lincoln is to the northwest of kansas city. here you go, you can can see the snow coming down. at times, at times, three to five inches an hour.

that is an instain snow fall rate. as one point snowing heavily from kansas off to missouri. you are talking several hundred miles in through here. so now here it is in lincoln, the good news is, there is some dryer air coming into the storm now. and that may, at least, hold down for us some of the snow totals. but the damage is done. you can see the roads are very, very greasy. what i call almost a cookie dough mixture of salt, snow and stand itself. there were a mad dash of people heading home. we are very, very hoppy to see that. visibility has been coming up. we've been watching the entrance ramp to i-80 that you couldn't see a a little while ago. a far-reaching storm as you said, and one with severe weather with it along the gulf coast. back to you. >> you stay safe, jaim, thank

you very much. >> you got, breerj. >> will that storm impact energy prices. crude oil with the worst streak. let me bring in addson armstrong. addison, number one, you have to use the heat to head things, or number two -- i look at it both ways. >> thanks. you're an economist. >> you get the credit. it is really not cold enough to boost demand for heating fuels. particularly in the northeast where that's the biggest heating oil market in the world. we're not expecting temperatures to get too frigid up here in the northwest. and goods lien demand, basically flat year on year. we're not really going anywhere on gasoline demand anyway. as you said, if it is cold and snowy, people aren't driving. if anything maybe a little tick down in the next weekly series

of data on gas demand but not expecting any dig impact. >> you know, eye lonically, the fear of less help for economy. if we do see sustained lower prices for crude, this will help the economy, right? but we've got to get through the situation right now. gas prices near $4, particularly in this part of the country, you know, we will start to see demand destruction if we haven't seen it already. that really the most important thing when it comes to getting the price of crude down. even this week we have seen the saudis out starting to talk about lifting their output in the second quarter. basically jawboning down the market. because they are worried about the high prices. >> got it. the nation with the highest gas prices might be sitting on a black gold mine. how you can get in on a

california shale. >> some people call the california a country unto itself. right. when our series on billion dollar start-ups continues, next. >> an interview coming up in about an hour, stanley drucken miller. do not go anywhere. [ male announcer ] how do you engineer a true automotive breakthrough? ♪ you give it bold new styling, unsurpassed luxury and nearly 1,000 improvements. introducing the redesigned 2013 glk. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies...

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that breaking news is on that stock and david einhorn's apple shareholder called mary thompson is listening in, mary, what do you got. >> einhorn want apple to assemble about a hundred million of of cash it has sitting on its balance sheet. his plan for apple is not complicated. he want the company to issue perpetual preferred shares. he says the cash on the company's books is like an inventory problem for apple. he sites ibm and coke as firms that have shown growth and provided cash returns or been shareholder friendly. he calls apple's war chest more like a vault. he is going over four basic ways that the company might distribute these billions of

dollars in cash on hand. also apple would be fine in f it distributed all of that cash say for $20 billion. he is going through how it would affect apple's stock one time cash distribution, one time stock purchase and ongoing stock repurchase and increase dividend. the call is ongoing. when we have further news, we will check back with you. >> in the meantime, let's start off with home depot and rival lowe's. cutting on both of these. they go from hold to buy. shares are fairly valued after good runs and not negative on housing, per se. but they see a growing chance of housing rate of change. in other words, the pace of increased slowing a little bit. analyst, i give them credit, says it is a gifl call because the next couple of quarters he

thinks could be good. upgrading lowes in 2009. good calls. >> we've got nicky with an upgrade from city. >> yeah. to a buy from a neutral here. number one, stiblizing trends and signs of stabilizing in europe. number three, an attractive entry point with shares trading at 16 times their 2014 calendar year estimate. >> and united health with an upgrade. >> usually we show stocks big on the move. this one is not. but i think it's down with the market today. oppenheimer raises to outperform. they have the fed fears out there. but they raise target to 66 bucks. they are seeing about what unh is discount fult ip els, overly possess mestic impact for the new healthcare law. oppenheimer is positive on the day. >> indeed it is.

and verifone is tanking for the day. >> if we did disaster de jour today -- >> this would be it. >> this would be it. you see a quarter to 57 cents a share. you got four analysts downgrading the stock. at least four minimum that i counted. however, one firm, compass point upgrading verifone, and they like the plan it raise spending. a bold call it is. you probably have not heard of this next company but it is fast becoming a small time heavyweight in cloud computing. it is called data direct networks. it helps big corporations store its big data. it is also valued at about a billion bucks. ceo and foe founder joins us now. alex, tell us how your 2013 is shaping up.

>> oh, it is actually fantastic. first of all, thank you for having me on the show. the year is looking great. we are seeing significant expansion in the markets we serve. which runs across section of everything that big data and cloud encompasses. >> you know about a hundred meg extra hard drive, alex, used to cost about 300 bucks. now ater now a terrabyte, how d you stay with that? >> we are a market leader at the high end of this particular. if your computer is multiplied by a thousand or ten thousand and these are the systems that deploy about a broad range, for natural services, all of the people where people with to deal

with massive amounts of data and that a perfect we provide for them. we make solutions handling massive amounts of data at very large scale. >> and you are also a privately held company. any interest in becoming public? >> well, we basically try to focus on solving the problems that our customers are putting in front of us. i think the public market will make sense at some point in the future. today we are focus owned growth, more than a thousand customers. revenue run rate approaching 300 million. the company is profitable. if it makes sense to take it public, we will. but for now we are enjoying being private. it helps us focus on customer requirements. >> thank you very much. still ahead, groupon is get something love tonight. and forgot the balk and

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i'm bill griffith. famed hedge fund managers, stanley druckenmiller. he outlines his solutions for us coming up. also, aaig president and ceo, bob benmosche tells us whether the company plans it pay a dividend this year. did you hear about the ceo of an american tire company who called french workers lazy? i'm thinking he is not getting the legion of honor any time soon. find out what is behind his tirade. we will speak to him in his first cnbc interview coming up. maria and i will see you at that all important last hour of the trading day. >> we are watching abercrombie and fitch. now the retailer is scheduled to report before the bell tomorrow. street is looking for eps of a

buck 96 on sales of 1.49 billion. that represent revenue growth of 12% year over year. but abercrombie and fix is down. >> josh, thank you very much. >> mary thompson is following the apple einhorn call. >> einhorn saying he would like app tell interdus a new product called ipreps. with shares that have into maturity date. a face value of $50 a share and pay an annual dividend of two dollars a share. he says apple could distribute the cash it has on hands tax free with these shares and on a quarterly basis cost apple about $470 million. right now he is going into how this would affect apple's valuation. more on that as the news breaks. back to you brian. >> thank you. >> golden state may have found its mother load. no be with with not the yellow

stuff. black gold. can companies are clamoring to get a piece of the biggest oil find in america. it is in california opinion one year later, jane oil wells, there with a company that may benefit from this. jane? >> you know, brian, we've had several people stop by and say, what is that thing? they are popping up around here. they are little testers. they go down thousands of feet. this particular one is for arrow based in canada. then oxy that went private. and auxiliaries that wept from north dakota. large oil reserves in monterey are not one big lake. we've got mountains. the rock is folded over on itself making it very difficult. so what we are doing when we go to oil companies and say, hey, what are you doing? what did you find?

they all say go to talk to western states petroleum saysation. >> i really don't know what that break point is for the companies. again, i think that's what our members are trying to figure out right now. our companies are not forthcoming on their business plans. we don't want to know their business plans, you know. these are pretty smart people. they are pretty good at what they do and you know pb they're pretty competitive out there. >> not everyone is betting big. chevron tells us, quote, chevron does not see the same level of promise in monterey shale as other companies. we have not been encourages in the what we have drilled for in formation and there are permits and regulatory hurdles. i goes go to cnbc.com to see what they say about this. >> we will indeed. up next, google glass making

a big splash. is this the next big thing or really a bunch of pie. >> this product debut changed the face of photography. it is not the human mouth. we will tell what you it is coming up. tweet your guesses to mandy. >> yeah. >> she loves that tweet stuff.

66 years ago today, the world learned how to shake it like a polaroid picture. polaroid camera first debuted on this day in 1947. inventor edward land demonstrated the instant land camera which would produce a black and white photo in just 60 seconds. >> all right, let's get our groupon. shares the daily deal site of 3% upgrade from piper jaffray. let us bring in the analyst making the call. gene munster who you know very well from apple. gene, surprised to see this call. groupon has more than doubled since november. we know their problems, the

chris. why do you upgrade now. >> we think biggest pain coin for the stock is international. sluggish and up 60% in the u.s. we believe the international piece will show improvements that will allow them to guide slightly higher than where the street's at for the march quarter. so we've done some fundamental work in two of their countries. uk being the biggest one and we think we will see this turn point. if that happens, stock will likely fwo go higher despite the fact it doubled. >> what can go wrong. >> if we are right about the lift or improvement international, the product they are selling, groupon goods, tend to lower margin. the one risk is we think this is positive for revenue but that drives the stock higher. one of the concerns we have is goods number means for the overall gross margin. >> groupon has been a push

company. they fill your in box with stuff. fewer people are checking them out. it's trying to become a pull company, a mobile company. is it doing it well, gene, and is groupon the same company it was 12 months ago? >> it's a different company than it was 12 months ago, and i think that was the painful part of this stock is they basically ipoed with a different story than what they have today. they are trying to become, as you said, instead of a destination, in a sense. >> is it an acknowledgement, gene, their model was wrong? >> the growth wasn't in the model that they had. i think they had to really push into goods, so i think that the fact that they have gone on to other things is an okay nagement that the original model didn't support the top line growth that they were really shooting for. i would say this, one quick point. every month we surveyed 200 people across the country and asked them, do you -- groupon users, will you use another groupon, and when we did that last month or this month, 65% said they would buy another groupon in the next one to two months so there's definitely -- i know there's a lot of

negativity around the deal space, but the reality is people who use groupon still use groupon, and we think that that's going to be positive for the stock. >> good retention rate. gene, stay with us. we'll move on to the tech talker of the day. check out this new video of google glass, basically a pair of glassesing right, with a very small screen that sits just above your eye. and when you say okay, glass, the glasses take voice command for things like taking photos and video. it can also search key words and send text messages. it can translate stuff. sounds pretty cool. let's bring in jonathan geller from bgr.com. great to have you on the show today, jonathan. sounds cool. is it going to be a game-changer for google? >> look, this is something we won't really really see for the next two to three careers. it's a great concept. google is great about getting their concepts out there, and then they refine them and make them into products some of the time. some of the times they go nowhere. this is out of the google labs

where they are coming up with the self-driving cars and the wearable computing devices. it's interesting, but i don't see it as a really big consumer product at all at this point. >> do you agree with that gene, maybe a bit gimmicky? >> jonathan is right over the next two to three years it's probably gimmicky, but the direction where wearable technology is going, going to be a huge theme and glasses and watches will be one of them. if you look at the next decade it's a no-brainer. in the next three years, it's hard to say. >> yes and no, i think glasses are devly harder than a watch. i would say publicly you have now it's big, you have a battery. it's in your year. much easier and more acceptbly socially than to wear your watch. that's a hiccup for google. they may have a watch butity point i see it as a positive for apple. >> the space on a cell phone is a lot smaller than a desk top screen. google has to find a way to

monetize space. what is going to be the next big thing, monetizing android? >> they are doing what they are doing and doing well as far as an os. going back to google glasses, as far as advertising, look what google has now as far as information they have access to. they know what you're searching, where you are, where you're going and where you're getting directions so it will be scarey that they will have an lcd over your eye. >> are they going to sell what you're looking at? >> honestly. >> brian spent eight minutes staring at a victoria's secret window in the short hills mall. people don't need to know that. >> if you look at goggle and what their business is now, 90% is search and it's about advertising, everything like that. look at apple. really hardware/software. not in it to monetize your information and sell it, and that to me is another barrier of getting google so intertwined on your person, you know. >> let's bottom line what this

means for us, the shareholder, of gool google, gene. you've got an overweight on the share price. any danger they will fall prey to the same kind of thing that happened to apple? last september it hit a record high and then look at it stumble now. is there any possibility that google will do the same? hit a record high earlier this week. >> yeah. i mean, if we look at our price target on apple relative to google, not as much upside to google, and i think we're getting a lot closer to the upside so i think you have to be judicious in terms of taking profits when that's the right time. we're still overweight and have room to go here. that's for sure. >> biggest risk to the share price? >> you know, i think that the stock is going to generally trend higher here. i think that the -- the momentum that they have had over the past month has largely been driven by the pain that apple has gone through. half of -- half of apple's investors would have bought google, that would have accounted for the last 100-point move in google, so i think definitely -- probably going to be a slowdown in the momentum of

google stock, despite the fact that the chart looks really nice. it doesn't seem that they will have a big benefit that they have had over the last month. >> gene, jonathan, thank you very much for coming and joining us. >> thank you. coming up next, the ultimate red sock. ♪

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today is gonna be an important day for us. you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines are now powering some of america's biggest cities. siemens. answers. let's take a look at what's happening in the markets. we are well and truly off our lows of the day. the dow