market rally. diversification is key in rebalancing and is key, and keep in mind, you need to sell off some of the excess performers, and stocks in general and rebalance proceeds into bonds. >> chase has paid off. that does it for us on "the closing bell." >> kelly here tomorrow, i'm not. long story. "fast money" starts right now. nasdaq market site in new york city's time square. more 13 f files expected to break. break them down and get the best trades. and we'll look at whether the stock is burning up or about to flare out. the ceo joins us live and traffic jam. how these disruptors are changing wait you navigate the

open road. more of the disrupter 50 list. we have john, jerry, karen, and mike khouw. tech giant cisco, shares trading higher, let's get the latest with john forbes. any guidance out yet? >> yeah, strong move to the upside. guidance looked positive. cisco deciding 4% to 7% revenue growth. street expecting 6.9 first growth in the current quarter. that we're in right now. guiding to nongap eps. up around 51, 52 cents. the street expecting 51. overall, pretty much in line with what the street was expecting and cisco also said they are being cautious in their guidance, so maybe some people are interpreting that to mean things might actually turn out better than this guide which could mean a little upside on eps. revenue guidance seems to be just in line. but that should perhaps reassure some people who are skeptical of

the second half of the year will turn out as well as some of these enterprise heavyweights indicating. >> thank you, john. we'll check with you later on. interestingly, i don't know if you noticed today, juniper trading lower, ahead of the cisco earnings, fear about it. they gave like guidance in the quarter, and we're seeing juniper trade higher, perhaps alleviating that the ips will turn down again. >> these guys have completely underperformed the market. i said on the half that they are moving less than half of what the s&p gain was on the year and kudos to stephanie link in the bull/bear debate. nailed it. this stock trading higher. not unhappy about that, but no dog in the hunt. >> it used to be cisco was really a bellwether and we would look at that, extrapolate for the rest of the world. the last year or so, more

specific items to them. it's great to see some optimism from them. >> exactly what it is. optimism. the quarter necessities the kind of move we're seeing now i don't think. the stock pointed out, this stock has totally underperformed and people are being looking to play catchup here. i would say look at the highs we made in the beginning of 2008. pretty defined down trend since then. bumping up against now. it will sound somewhat counterintuitive, but i would rather buy the stock on a breakout, not here, ein breakout above 23, 24. i think it will be one of the same rallies we've seen the last three or four years that fizzles out. >> is cisco a bellwether once again? would you extrapolate results and outlook to the year to some other techs? >> i would avoid doing that at this point. we don't need cisco to lead anymore. we need it just not to make mistakes and give poor guidance. i think they have their arms

around the problem. the stock is rallying because they didn't go lower. i don't think we should count on cisco for leadership. constructive that they came out with an inline quarter. >> would you be trading this afterhours? >> no, i don't think so. this did catch the options market a little by surprise. a 5.5% move. it looks extra better than that at this point. old technology, have you a choice between intel and microsoft and something likesis cork with network and switching equipment. whether or not they win the mobile wars isn't the issue. not a business that is completely in secular decline. to me, a no brainer, i would own cisco before i would own an intel and valuation looks decent, despite the fact that it's trading higher after hours. >> let's get to today's session and two names in technology. before we blame this game. >> i love this game. >> we will play this game. who'd you rather. google versus apple.

when you take google versus apple, you have to wonder is apple once again the atm for google? and why is apple having trouble getting out of its own way at this point? karen, what do you say? >> i don't know. it seemed like that witt rallit it feels like you can feel the suck of money from apple. but the money lost is greater than the gain at google. i don't know what is going on at apple. 390. long google. long more apple. so i guess that's who i'd rather. >> playing the game already. >> sorry. sorry. >> with this said, the whole context is what happened in today's session when you look at those two charts. >> google has been breaking out already. i think today's announcements from google were really interesting, but what has gotten people really excited about the stock is not just the social network, because that is not

being carried with any kind of value. what people are really excited about, what is the potential for glass might be. a total coin flip at this point whether it fizzles out or the next iphone. what people are willing to take the risk on, here is a stock technically already set up, not quite as overowned as apple. we talk about stocks toward 90, 900 could turn to $1,000. >> why would people bid it up so much? >> willing to take the chance going into it. you see it all the time. saw it with netflix when they first announced streaming. trepidation, cannibalize themselves and you know what? they have to do this. google when they entered mobile years ago. the idea behind this is, look, developers are starting to work on apps for glass. we have no idea how many of these things will get sold. all of the buzz is intriguing and people are willing to take the shot. >> would you rather google? >> 17 times earnings in the

meantime, why not take the risk? >> okay. i'm with josh on google, but i'm not with him at all on the google glass. i think that's a pig in a poke and not -- like josh says, coin flip. but i -- i'm not into that at raul, i think there's privacy concerns and everything else about this one, melissa. >> take out google glass. >> take it out completely. i see it as absolutely worthless, google glass. where josh is right are the apps. they talked to the developer's conference today, talked about 900 million android downloads and 48 million apps and the rest, these are big numbers and google is also really going to monetize youtube, where the valuation might be close to $20 billion when they charge for the channels, $1.99 and so forth per month. i think that's the future for google, apps, android, and youtube. >> we laugh about self-driving cars and google glass, and any

of these could be a grand slam. most may not work out, but google has a prints press that makes dollar bills in its basement. >> a coin flip. >> they can afford to be a tech company. they don't have to answer to activist shareholders that other large tech companies have to do. they don't have to justify experience, dream big, take shots because they can. >> pig in a poke. i don't know what that is. not good with farm animal references. >> pig in a poke was a game show that the griswolds appeared on before they got the european vacation. >> oh, yeah. >> we said date mary a week or so, i still say google. 900. here it is much more difficult here, but the stock has momentum. >> but not what a pig and a poke is. it was that game. but this is based on the middle

east -- not middle east. middle ages when they would say, is it a pig in a poke? is it really a dog or cat in that cage? >> totally off the rails. >> on the rails comment. >> they put out this memo, a jerry maguire memo, we really don't care about earnings estimates, short term, this, that, the other. they saw the trap that others had fallen into and said we'll innovate, do big things, may not love it on a day-to-day basis and so far, stuck to that. doing big things. we don't know which will be the home run. investors getting in at a decent valuation and find out. >> apple, technical picture broke through a number of moving averages, 100, 50, 20, where does it go next? >> i don't know if they can do this quickly enough, but september highs, 7.03, a defined down trend.

recently broke out of down trend. the problem, that down trend continues to go lower, support gets lower and lower, i don't think it's -- as crazy as it sounds, i don't think it breaks down until we get to 405. karen's point, i think we'll go there and test 3.81 lows. >> wow 381. >> a top executive at google, trying to change the landscape by unveiling new apps, music tools and more. and let's check in with josh lipton with the breakdown what we have learned so far from f-13 filings. >> 13-f seasons. money managers telling us what they are buying and selling. warren buffett's berkshire. dissolved stakes in adm and general dynamics, and new stakes in chicago bridge and iron and upped in ibm and wells fargo. leon cooper, one interesting theme, metals and miners,

initiated a stake in the gdx at a four-year low. and gld, called that a position in the slv, which is near a three-year low. and dan lobe, dissolves stakes in morgan stanley, capital one and reduces in murphy oil, yahoo! aig. melissa, back to you. >> thank you, josh. karen, any of those stand out to you. >> loan pine, hrb. h&r block, vaqnguard increased their stake by 2.3 million and loan pine, a brand new stake of 6.7 million shares, this name we like. interesting to me. >> in terms of -- >> cbi. >> chicago bridge and iron. >> not headquartered in chicago.

>> no. >> a great play. one of the infrastructure plays we discussed. don't go piling in on the back of mr. buffett here. traited up to 63 in the beginning of 2008. failed miserably and again, like cisco, would like to not get caught up in the maelstrom about to happen. >> gld, mark a potom here? >> that is a shocker here and what a butt kicker it's been in the month of april, for instance, which this covers, last 45 days. that was just horrific for john paulsen. can't believe mr. cooperman felt much better, given the stocks he was buying. gdx falling faster and harder than gold itself. a rebound now, heading back to the lows and i think we'll get there in a hurry. >> may, a huge move in gold down. >> only reason you pile into the stocks, a mean reversion guy and say it can't get worse, but

that's not my style. >> let's get a check on other after hours moves. shares of dillard's reporting 2.40 a share, beating estimates of 2.11. tesla motors on a tear after announcing 2.7 shares and a 450 million convertible note offering. the ceo contends to buy shares for a total purchase of $100 million. another look at cisco. up right now. 8.8%, after reporting better than expected earnings, and guidance looked good. analyst and instant reaction later on in the show. coming up, top player coming to jamie dimon's defense. too great to fail? and sun power delivers a forecast topping estimates. up next, how the clnch eo, thomas werner, positioning sun power for the future. much more "fast" straight ahead. it's as simple as this. at bny mellon, our business is investments.

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>>. >> welcome back. tells la striking while the market is hot. the electric market announcing a 2 million share of common stock

will be offered. the ceo buying $100 million worth of shares at the public offering price. the company intend to pay off the department of energy loan with interest. shares up more than 6.5%. up 66% in a week. 112% in a month. melissa, back to you. >> thank you, courtney reagan. a company paying back the doe loan with interest. >> that was one of the negative cases on tesla. the regulatory issues. they want to get that out of frame. i'm surprised that the stock is higher, not lower. obviously as a result of mr. musk buying into his own secondary. he will get a better chance, i predicted this yesterday, not the timing, at some point they should raise money. i would hold off for a better buying opportunity. i don't think this thing will keep going without the pause. >> they have a big benefit of

fiskar falling out of bed. there is now one electric pluggin company. with fiskar, we ran on the air a story that said on ebay, fiskar cars, selling for $100,000 plus were barely getting 50. where do you go to get them repaired? the ultimate positive for tesla. >> solar stock, flowing with positive earnings. adding more energy to the rally. recent surge a short squeeze, a sign the company has turned a corner or something else. tom warner, ceo of sun power, company popped, up more than 260% in 2013. tom, great for you to join us. we appreciate it. your earnings report was a good one. obviously sent the stock much higher. analysts on the streets say through accounting magic. i want to play a sound bite

analysis on "fast money." take a listen. >> certainly have a good quarter. i give them credit for that. worth noting in what is a headline beat, they still lost 46 cents a share on a gap basis, so through the magic of nongap acting, it's earnings of 22 cents, but let me put it this way, ebita was break even. >> so that was rbc, decidedly negative on a lot of solar names. the magic of nongap accounting, it sort of implies it's not a true metric of the business. what do you say? >> wrong about 150% ago is what i would say. and today, we had an analyst day. what did we say today? we'll make money on the gap basis for the year. got rid of that. and 250 million of ebita, not even by conventional measures are companies performing. and so i think you will see the

naysayers coming around, saying the fundamentals in solar for some companies like sun power are fundamentally different. a huge opportunity. >> we could talk about solar power being realistic i guess alternative. i know in germany, they are doing really well. a lot of people converted. cheaper to be off the grid than to be on the grid. is that coming to fruition here in the states? hawaii has to be true. what about the rest of the 48 contiguous states? >> no doubt about it. in california, you can buy residential electricity made from solar below what you can pay for conventional electricity. we're building the world's largest solar power company in southern california. and it produces solar power competitive with electricity at the wholesale level. you're right, hawaii, you can produce solar energy well below conventional electricity.

in the southwest, we do the west, because there is the most sunshine. >> what about the argument that essentially what is happening with the stocks a massive short squeeze, china's development banks are willing to fund losses and solar energy is like an employment agency. how sustainable is that? and you will say we're not vulnerable to that. but is that the argument for getting into sun power or first solar? you guys are big enough to ride that out? >> i think the argument is that china's playing yesterday's game. subsidizing modules. >> just to have people go to work every day. >> it's an input variable in the energy production, what we're ceiling is kilowatt hours. we've become an energy solutions company, so we're not playing that game anymore, what western companies do, we innovate. >> not playing the game of who can make the cheapest solar. >> who can go below the lowest price, and get a downstream business, we finance, we market,

increasingly offering complete solutions where we guarantee the output of our systems, so our customers will pay less for a conventional electricity. >> tom, breaking news. we appreciate you coming by. tom werner of sun power, up 15%. let's get breaking news from headquarters. >> we have a statement from jpmorgan. formally joining the chorus of critics among this bloomberg regions quote, saying "our legal department has sent a formal request to bloomberg to verify exactly what information reporter has access to and for confirmation of their controls to prevent future breaches." i am told by sources, among the things requested were logs of all of the bloomberg staff members since 2008 that had ever had access to jpmorgan chase bloomberg terminal users and the roles of those people who ran

each of those requests. it's interesting, because we have heard formal complaints from goldman sachs, and formal complaints from the central banks, now another bank, that's a big client of bloomberg's voicing tern about what information potentially was accessed. this is important. it's turning from a scandal over potential breaches of journalism, to potential breaches of client that now complete from bloomberg. bloomberg is building a futures exchange and runs an order management platform in the form of trade book. two years ago, building a credit research platform and has all of these units and potentially building more nah could, in fact, compete with bloomberg clients. and access to proprietary data. we need to see what exactly they are accessing and using. we are hearing to jpmorgan. they has reached the general counsel level. we'll follow the story as soon as we have more. up next, ever fight with

your partner about directions? an app that could save your marriage. after hours action, cisco trading near 52 week highs. [ female announcer ] it's time for the annual shareholders meeting. ♪ there'll be the usual presentations on research. and development. some new members of the team will be introduced. the chairman emeritus will distribute his usual wisdom. and you? well, you're the chief life officer.

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in everything from the best experiences below... to the finest comforts above. we're not simply saluting history... we're making it. cisco out with better than expected third quarter earnings. brian marshall, isi group, giving us instant reaction from the conference call. good to have you us with. quarter looked pretty decent. the guidance seemed cautious what did you make of the quarter? >> quarter pretty solid, melissa. the company saw growth across basically every major product

category and every questionographery, moving in the right direction, and we have a slow, steady anemic recovery going on, but at the end of the day, the gross margins solid in the quarter and guidance decent. >> taking market share from others or the pie is growing, i.t. spend is growing? >> i don't think they are necessarily taking share. they grew revenues 5% year over year in the quarter. on a $50 billion revenue base, not bad. but it's indicative of the fact that maybe things are starting to bottom out from an order standpoint and i think that speaks volumes to the potential recovery that we'll see with i.t. spend, and budgets have been pretty anemic in the last couple of quarters, about a year and a half. and the cisco is a projection on the bottom, and very positive for others in the space as well. like emc for example. >> brian, feels like they are very cautious with the guidance. is that the camp are you in?

guide answance could be better? >> revenue guidance, pretty solid. up 4% year over year. >> the estimate up 7% for the street. >> i think most people probably looking at the shading low end of that range, because if you look at what companies have reported recently, similar competitors to cisco, pretty anemic guidance, and 4 to 7% guidance, pretty solid. conservative portion on the gross margins, 61% to 62% gross margins, just did 63%, and execution getting better, so i think the guidance is relatively conservative. >> would you say buy cisco tomorrow? >> cautious rating, but we have bent pretty vocal, saying we're warming up to that view. and, you know, cisco still looks like they have some issues ahead of them, but navigating waters well. if we can get comfort going

forward, software defining networking won't jeopardize gross margins, we can get constructive on the name. >> brian, appreciate it. >> brian marshall, thank you. still higher in the afterhours session. >> would you give your car keys to a total stranger? which transportation disrupter is betting the answer is yes. a major player in the movie industry coming to the defense of jpmorgan. michael burns joins us next, when "fast money" returns. 1234r50 rket centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account.

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. welcome back to "fast money" in the heart of new york city. courtney reagan with a name moving now. looking at jack. >> about time for dinner. jack in the box missing on the top and bottom lines, fiscal corner earnings release. revenue of 366 million. still light eps. up 30 cents. comparable versus 31 was the expectation. and we expect to see from the company or the company expects to see earnings from $1.55 and $1.65, mostly in line with consensus. after hours, shares lower by more than 1%.

little better than how we saw them perform immediately after the release. jack in the box trading near six-year highs despite the lower movement. >> thank you, courtney reagan. a six-year high and after hours, not so bad. >> all-time high. i think you an all-time high. north of 38. cordo cordoba, where we go on date nights. >> what do you mean on our date nights? we have never gone. >> the debt comargins a little . overall, a decent quarter, and the fact that it's not selling off more, leads me next. >> extra chicken, no beans. >> you got that right. >> is a call to separate these two jobs overblown? an op-ed, defending jp chief jamie dimon. great to have you with us. >> thank you for having me.

>> you say would you sell every share of jpmorgan if he leaves as ceo, correct? >> i did say that, and i mean that. >> why? >> y would you invest in a company that is so dependent on one single man. jamie could get hit by a bus tomorrow, and if the thesis so special to the business, all the reasons why you are investing just gone away. >> probably sell the stock if jamie god forbid got hit by a bus this is a complex world in the financial services business with competition looming around the globe, a company like this, needs to be led by a single voice. and the idea that they could potentially split up and have two different voices of a chair and ceo, that's insanity. >> it's karen. there is no bigger fan of jamie dimon than me. i owned the stock a long time. think he's fantastic as ceo. however, if the shareholders deliver a message, is that something you think the board

can ignore? a nonbinding proposal, technically they can. if shareholders say, listen, too much power f for one person, evf it's jamie dimon, should they ignore that? >> the terrible troika of the bureaucrats, and the public policy funds, and the advisory funds. should they be ignored? when they give bad advice, i do think they should be ignored. this is not a board of idiots, incredibly well thought after professional board that is the same board that helped navigate with jamie at the helm through the financial crisis. thee years of record earnings and a record quarter last quarter, never had a losing quarter and the stock support double digits this year. if it's not broken, don't fix it. >> is the need for a singular

voice, i.e., having the chair and the ceo roles reside in one person, is that specific to financial services and specific to this time in history? because, michael, obviously, you are vice chair of lion's gate. have you divided the roles at your company? >> no, i don't think it only applies to financial services. i know a few years ago, people were talking about dividing up the disney, bob eiger. he still made 21 billion after the whale catastrophe. should bob eiger be stripped because one movie lost $100 million, $200 million? absolutely not. he had pixar, lucas, marvel, worked out well for disney.

>> you are off to cannes film festival. all about catching international fire. >> we'll be over with the cast. the books have taken off internationally from the first one. nice to being there there, jennifer lawrence as well. jennifer lawrence, a little better known since she was the first time we did "hunger games" and she was nominated for "winter's bone," certainly a bigger star today. >> safe travels. >> thank you for having me on. >> michael burns, vice chair of lion's gate. a lot of interesting points. and michael is one of the few ceos out there, or vice chairman, executive roles who come out and say i would sell. >> he was saying he would sell if jamie lost the ceo role? if he walked away, i get that. he does deserve a premium, the stock trades at a premium. well deserved. i never owned a company for who

the chairman is. >> i wonder if there was another episode like the london whale, some blowup in credit default swaps, i wonder if he would stick with him. sell every share if he leaves. a qualitative argument, and it's great to take a moral stand, not sure you can actually manage money professionally that way. >> also, it would say a lot of ne negative about this board if they put jamie in a position where he said i'd told you i would leave if you did this. and now i'm leaving. same thing at apple when steve jobs was there as founder the first time. if they did that i would sell the stock, just based on that the board would be nuts to lose jamie. >> shares of u.s. airways flying high. up 40%, and they see the airline taking off to new heights. what about the options pits today? >> yeah, it was interesting. obviously, lcc chashares go hig, important for the stakeholders in the merger with american airlines, a lot of those who will be satisfied as part of the

rising share price are unsecured claim holders and equity holders of the american airlines holding company. and a big positive for them. and a lot of market participants think this could continue, obviously, load factors improving and the number of passengers, and so we see buyers of the october 20 and the january 14 and 20 calls, paying a little over a buck and they think the stock will be more than 12% higher by october expiration. >> buyer of the airlines, john? >> i have been. pete much bigger buyer than i have. and right now i don't have the positions he does, but delta is the clear outperformer in the group. 20 pints ahead of lcc or united airlines as far as performance year-to-date. all hitting it pretty hard and to mike's point, been buying in this couldn't very, very aggressively, since it was 15. >> coming up next, we are revealing more of the cnbc disruptor. companies shaping up the status

quo. one of them literally out of this world. details when "fast money" comes right back. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. with the innovating and the transforming and the revolutionizing. it's enough to make you forget that you're flying five hundred miles an hour on a chair that just became a bed. you see, we're doing some changing of our own.

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now our cnbc disruptor 50. all this week, we're revealing our exclusive list of companies shaking up their sector. we are joined at the nasdaq with another big reveal. >> so far this week, disruptors in media retail, manufacturing, enterprise software and financial services. transportation. technology, big data crowd sources and peer-to-peer sharing, even rocket science are transforming the sector. not just about making cars faster, making it much easier to get around. two of our disroptors tackle

traffic. one crunches travel. it powers maps for garmin, map quest, ford, bmw and used by 100 million every day. taking on nokiaa and tom tom. the power of the crowd draws on 36 million drivers, collecting 500 million traffic reports to date. $66 million in funding, it's a rumored acquisition target for facebook. another mobile app with the power of gps, uber, which allows users to quickly order a car. it's in 34 cities and raised $50 million to fuel global expansion. get around enables car owners to rent their cars by the hour, day, or week. using facebook's platform and peer ratings, including full coverage insurance to assuage safety concerns, from the roads to outer pace space.

spaceex leading commercial space exploration with nearly 50 launches, representing $4 billion in contracts. to check our disruptors so far in the cnbc disruptor 50 list, go to disruptor 50.cnbc.com and go one-on-one with facebook. ryan caldbeck, ceo of circleup. lots more content on cnbc and on twitter. >> love twitter. spa spa spacex, will it go public any time soon? elon musk seems to have the golden touch. >> the business is massive. the question is just when. a very different kind of business, so closely partners with nasa. i mean, it's hard to think of another company that's so closely aligned with this odd piece of the government.

>> all right. are you -- do you think any of these guys should be concerned? >> garmin. that pops in my head. a high flyer a few years ago, now they become ubiquitous, but you look at the stock, lost couple quarters haven't been bed. margins are good. i am not saying you should race out and buy garmin. the stock come back nicely. >> i like an awful lot of the stocks, including uber, which i use all the time by the way. i think uber knocks it out of park. it will be a big hit when uber is out there too, i think, julia. such a disruptor of basically transportation. >> people that use it, like they have to make sure you know that they took uber. i took uber here. it's becoming like i googled it orrith definitely getting to that point of eau bigity. >> and you love waves. >> i do. and you are exactly right.

that could be an accusation tar get for facebook. it would make a lot of sense. >> no idea what they are talking about. >> ask people. and you roll down your window. how do you get directions? gas station? >> you are disrupting, guy. >> i remember when nokia bought navteq. sort of misguided. exactly what you think could happen to garmin. a confederate space. >> it is. thank you. coming up on "mad money" shares on the bulb maker have grown, but can the stock keep on shining? don't miss kramer's take. coming up next, mapping out the future. one of the top executives tells us what is coming down the pike. back, right after this. [ male announcer ] this store knows how to handle a saturday crowd.

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share as it holds its annual software developers conference. john fort joins us with a very special fwes. john. >> that's right, melissa. here with vic condotra. over a lot of google's engineering department. i want to get a clear sense of what these announcements mean for google as a company. you talked about new photo features in google plus. about google hangouts, what do you expect this to do for the ecosystem that then feeds into search and creates revenue? >> a lot of announcements today across almost all areas of google. with google plus in particular, i think we made some revolutionary announcements of how google can take photos and just make them better. of course, it's also great for google. more and more people use google and use google plus, makes all of google services better and stickier. and so we're very, very excited about that. but most of all, excited about just having to take the labor

out of people's lives. all the time that it takes to make a great photograph, we make that automatic and simple and really excited about what we watched today. >> ambitious, the first time when i saw iphoto. something i noticed about this year's io. not a lot of talk about hardware. why the focus so much on services from plus and hangouts and maps on down the line? >> just timing. just timing. lined up. these things ready for google io. and we're doing lots of other things, later in the year. >> talk to me about the collaboration features, communication, things like hangouts? where are those so central for google right now. what do you see to people's engagement when you are using these? >> people want to communicate and do it in real time. we launched hangout with the ability to do video. we bring together pictures,

video and a chat across a g-mail and across a google plus. so we think that's super exciting and helps people become more engaged. >> interesting the launch on ios, used to be it was harder to do back to you guys in new york. >> thank you, john. thank you, vic as well. time for pops and drops. kick it off with csc down 9%. >> revenue suffering here and looks like the company itself traded about six times normal volume i think, melissa so if it was the third day, i would say we've reached the giadomi flush stage. not the third day, the first, so hold off. >> bristol meyers. >> a very big day. 52-week high. company came out early with data melanoma drug they are working on, nice reception from the market. this stock was up a lot. i prefer fizer or some of the other names. >> drop for deere.

down 4%. >> beat on eps by four cents on the quarter, concern about currency hit the stock. i think those concerns are overblown. showing pretty consistent growth. seven of the last eight quarters hit the stock after earnings, i would buy it now. >> pop forrest for ration hardware after a streak of gains, karen. >> kind of a melt yup more than pop. i love the company, but this valuation is kind of crazy. a secondary announced price at 50, didn't matter. stocks higher. >> and up 3%, what do you think, guy? >> the best place if you want beata in the automotive is toyota. >> i had pop here. beef. talk about having a stake in the game. the dunlop phoenix tournament in japan. his prize? a super rare cow with meat

similar to the world famous kobe beef. the prize amounts to $80,000 worth of beef. that's no bull. >> that's ridiculous. that is poorly written. who wrote that? >> that was bad. he could have done much better. clearly wasn't lydia, who, by the way. >> @fastmoneylydia. you should check that out. riding for charity. pretty cool stuff. >> exactly. exactly. great cause too. check it out. coming up next, first move for tomorrow. stay tuned. [ musick ] i knew there were a lot of tech jobs

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dave's always wanted to do when he retires -- keep working, but for himself. so as his financial advisor, i took a look at everything he has. the 401(k). insurance policies. even money he's invested elsewhere. we're building a retirement plan to help him launch a second career. dave's flight school. go dave. when people talk, great things can happen. so start a conversation with an advisor who's fully invested in you. wells fargo advisors. together we'll go far. we went out and asked people a simple question:

how old is the oldest person you've known? we gave people a sticker and had them show us. we learned a lot of us have known someone who's lived well into their 90s. and that's a great thing. but even though we're living longer, one thing that hasn't changed: the official retirement age. ♪ the question is how do you make sure you have the money you need to enjoy all of these years. ♪ welcome back to "cnbc. moments away from president obama's remarks from the white house as you see there from the irs. larry kudlow and eamon javers joins us now this is an issue that gained a lot of traction and steam right now. >> melissa, as you know, the president met with some of his

treasury department advisers, regarding the ifrp rs scandal. irs in the tresry want it. if i had to make a wild guess without knowing anything, you will see him take greater actions, the you dig into it. so that's one possibility. >> yeah, ayman, no surprise, a lot of lawmakers out there are call, for heads to rom on this. >> reporter: that's right, mellissa. this administration has been on its heels as far as scandal. we do know what the speaker of the house said should happen. take a listen to john boehner earlier. >> my question isn't about who's going to resign. my question is, who's going to jail over this scandal? >> and, obviously, mellissa, who is going to jail is a very tough question