services. >> jane, last word? >> to me i love it. she's like the kardashian of the business world. we can't get enough of her. >> is that a good thing? >> well, i love watching her. in fact, though in the movie i would cast kristen wiig. >> great to see you as always. it's time for "fast money." melissa, what's on tap. >> i'm melissa lee. your traders are -- facebook just reporting earnings moments ago. strong mobile ad growth is sending shares higher. julia boorstin has got clues exclusive comments from carla samberg. that's coming up. we've got bob monitoring it in studio so we can trade it live. the s&p now down 4% for the month. today's selloff sparked by more concerns about the emerging markets and it continued as the fed announced it would taper by another $10 billion.

guy adami, you sad here yesterday. we watched the markets, the futures, eem move high owner the back of turkey's central bank decision. that faded today. all the banks that raised rates, all that faded today. here we are. >> but today would come in, i thought we'd hold, basically flat line around that level all day. tomorrow. then i said friday would be the critical day. so 1765 has been my line in the sand. think the good news for the bulls is that it happened today we had this flush. i think today you're going to see that relief rally. i would be shocked if tomorrow we went down to 1765. friday is critical. i really believe it needs to close around 1765 for this bull run we've had for the last four or five years to remain intact? >> i'm going to take the other side. i don't think there's going to be a rally tomorrow and i think the proxy a lot of traders are watching is the xrt. it's the retail etf. it weighs heavily and i think

these are the stocks that have led for so long and they were so indicative of how the consumer is feeling. this thing has been absolutely trashed and until that gets some traction over a couple of days, it's hard for me to imagine a scenario where the rest of the market is going to find its footing. so i don't think we need to keep going down, but let's pay attention to what's working here. it's a super weird mix of stocks. g.e. stocks had a great day. tlt materials up inexplicably. i don't understand that move, vis-a-vis what the fed did. in the meantime you had staples and discretionary, the one and worst two sectors. they tend to kind of play off each other. i can't tell you i have any clarity here but i would not expect a rally tomorrow. >> can i say something intelligent here? >> you say that shocked. >> no. listen. consumer names, you know, they've been telling us this for a while now, especially the multi-nationals that have a lot of exposures overseas, not just

emerging markets. when you look at the leaders from last year, you look at the starbucks, nike's, whole foods, these have been coming off for at least a few weeks before the market starting going down. the s&ps are down earlier this month. i think you have a very shallow pullback here. i think we have a date with the 1700 level. it's not been here in over a year. think that's the longest stretch in over ten years. i think you want to be careful with the leaders. we continue to see it today. the stock's up right now. >> in terms of if it holds the gains? >> remember last quarter, obviously it was pretty stock specific. sold off and closed down and it never really got its footing back. so let's sigh how it trades today. here's the leader. >> to start off where you just left off, if face goo rbook -- i want to assume facebook holds some of these gains immediately but if you look at twitter after hours, i would guess that's trading higher as well. i peeked at it. going into earnings for twitter

next week, right, february 4th, believe that's the date for twitter, i believe people are going to spin out of facebook. they'll buy twitter up until the earnings because they don't know which way it's going to go. quite frankly, twitter could be down ten, up ten. >> but are you looking at this as any sort of a market gauge? if you're out there and you don't own facebook or twitter, what does that mean. >> do you mean the average retailer investor? i feel they're chasing the facebook movement. they've had an incredible move. it's not a knock on them, just an effect they have. >> not a lot of spillover. flog that facebook says is going to give you a read into the other stocks or sectors. it's not a company that's got its tentacles that far. >> let's get back to the market real quick. we keep knocking on this level, the 100 day that guy has talked about, the 1776 level. 1812 was the 50 day. that was where we cracked down

that. was the support. once we breached that level, it opens the door here. we cracked -- we touched the 100-day a couple of times. the more and more we touch it, the more and more it gets weak. >> let's talk emerging market. despite last night's moment of strength that tracks merge markets, brian kelly refused to waiver. he joins us now on the fast line for a trade update. brian, are you still riding the short? >> i'm still riding short, absolutely. i don't think it was over. we saw this morning what we discussed last night on the show with that. everybody's going to start to realize that emerging markets are going to have to raise rates and that's going to choke off growth and you saw it when south africa did it, surprise rate increase this morning. all the emerging markets currencies initially got stronger and then got weaker again because what happens is everybody's going to start running for the door because the next step in this if it gets worse is capital controls. investors growing to shoot first, ask questions later.

does this at all make you more bullish, u.s. equities? because if there's liquidity traction around the world, does that make the u.s. a saver haven. >> somewhat. i mean i guess i'd rather probably play that via treasuries which guy adami has been on for a while. think you play it via u.s. dollar. the problem you have is the earnings power. sit going to be there? look at citigroup today. they have probably the biggest exposure of all the banks and emerging markets and just got crushed today, so that's going to start to filter throughout the market and that's the contagion you worry about. i agree with everybody on the desk. we head lower, 1700s probably the next up. >> brian, hold up. we have breaking news. we want to go out to john at headquarters. >> this is on google's deal to sell the motorola unit to

lenovo. he notes that this has yet to be approved buy the u.s. or china, $2.91 billion. to put this in context, 12 preside12$.5 billion is what they initially paid. you have to remember they got tax credits. they did sell off the heiress unit for around -- sorry, sold the mobile home unit to heiress for $2.3 billion. there's some things in there. you shouldn't take it that they're selling it for $2.91. but basically larry page tries to put a good face on this saying they're trying to defend the android eco system. they idea that. he's excited about the 2014 lineup. they did a tremendous job reinventing the company, he says, but at the same time the

dynamicing of some other businesses they're moving into, wearables and home technology are different from this. basically smartphones were too mature, they couldn't make headway. they think they can make headway in the other businesses and will invest there instead but quite a stunning reversal for google which had said they were very committed to this business and now they're trying to back away, melissa. >> thanks a lot, jon fortt. is this, in fact, spin or is this google -- you know, it's served its purpose, now we're going to say good-bye and it's worked out for us. >> spin. >> yeah. >> you knew that answer. >> it was a little rhetorical, yes. >> like that. it has an "h" in it. you stayed long into the earnings and i think if you've been in it, the stock has drawn about 35% in the last three months. that's a significant move. if it goes higher, you missed it. but the prudent thing to do, the

right trade to me, you take something off the table tomorrow before the report be it a quarter half or three quarters and then you go from there and then, again, if it ramps up, we missed it, and i'll say that i was wrong. but there's a really good chance you get a flush. >> you're bearish google evaluation concerns was -- >> i'm not fan. the company was supposed to grow earnings about 11%. obviously they knocked the cover off the ball. but as guy said, it's up 357 from the last quarter. i think this is a really, really crowded trade. i would not be there for the earnings tomorrow night, and think if you get a shot to buy this thing back at a thousand, that was the breakout level, that's where we want to do it. >> at the same time this is good for google. >> yeah, it's good for google. google has the crown jewel. google has youtube. everyone wants to imitate youtube. google is where the money should be going. we receive small acquisition after small acquisition for them to build their arsenal going

forward. they still own search. i think google is still safe here. but i would approach it the way guy is doing it. wait for the dip on earnings. >> let's get to julia boorstin on facebook's ceo carla sandberg. >> i spoke with her. she said these are the results are due to a couple of key things. facebo facebook's relatively new ability to prove that the ads actually work. she also cited a city of a co coca-cola ad with a return investment of 3.6 times higher than tv. she said facebook drove 20% of the inkre meant tall sales. that's a new statistic that sandberg cited. she talked about small and medium-sized businesses. she said it's sort of the holy grail when it comes to online advertising and it's working. she and dave who i spoke with

earlier punted my question about teen usage of facebook. sandberg said there's nothing new to say. markers who want to reach all aud yenlss including teens are coming to facebook. now, mark zuckerberg kicked off facebook. he said last year was the year facebook became a mobile business. 2014 will be the year that facebook delivers in types of mobile experiences. that applies there could be a new stand alone app like a news reader that's been much anticipated in the works. how he addresses teen engagement, he just said the company added 130 million daily active users and the number of engagements, likes and thumbs-up are also on the increase. i'll be back with more in a half hour. >> julie, thanks a lot. this quarter was extremely positive here. what do you latch onto the most?

bob? >> yeah. sorry. you know, just getting off the call there. ad revenue grew over 70%. that's over 66% from last quarter which is an acceleration from 60%. a couple of things they're pointing to, one is that prices are going up. they're up 50% plus year over year. when you talk to preferred marketers, you're seeing that not only the prices are going up but the rois are going up. that's what they're talking about on the calls now, the effectiveness of the ads that people are clicking on. coupled with that is that you also had margins of 56% accelerate. so that's an incremental margin of 70%. not only are revenues growing but the profitability on the revenues as well. >> all right, bob. we'll check with you later on in the show. we should note it's not just facebook. we're seeing after-hours gains when it comes to twitter and the broad implication off this after we come down on the broad markets. guy, what does this mean for

tech overall? >> i don't think it means anything for tech overall. >> you don't think it means any? >> yeah. but if you're trying to broad wash, no. sorry. i misunderstood your question. i do think we're going to bounce tomorrow. we're going to get that bounce. i disagree on this. i think we're going to trade lower by the end of the week. i think facebook -- we talked about it. the trading with facebook was traded at 51.5. got down to 51.85 on monday. that was interesting. i think the stock wants to trade $60. this was a terrific quarter. >> any issue bear had was addressed. >> the one real concern can never be addressed by the company. >> which is? >> the valuation. it's worth more than disney. on what flan it does that make sense long term? they'll never make as much money. now earnings are up and it's trading up. i mean at a certain point the valuation bears will be vindicated. it just might not be for ten years. >> so what does that mean?

>> i'm keeping it real. >> i know you are keeping it real. >> probably it won't. and, you know, at a certain point these great quarters like what they're reporting now, they'll be overly anticipated and it gets harder and harder. >> i agree with that. what has it been since the blowout in the q2 quarter? it's been the monetization of mobile and a shift toward mobile. they did it. they've done it successfully. sales and earnings are going to start to decelerate, at least the growth, and it's going to be a hard stock. >> you don't like the trade here. >> i don't like it either. >> would you rather buy google at 25 times? you complain about that. would you rather be in google? >> no. think people see them as the future of technology and i think there's going to be other futures, new futures coming out. >> do you think the future of technology -- >> here's a great example. ddd is the name he's been talking about in first half of the year and you had a double.

>> good point. all right. we'll continue this conversation after the break. >> more than a double, but high five. >> qualcomm moving higher after hours as well. we'll have the latest from the company's troubles with china. jiff warning about the impact of weather. we'll talk with the ceo in a cnbc exclusive. that's straight ahead. >> announcer: this cnbc program is sponsored by nnadex. for over 60,000 california foster children,

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comcast nbcuniversal look at guy grooving out. >> i mean that's tom jones. >> yeah. >> i mean come on. let's talk qualcomm. josh lipton has got the latest from the call. josh. >> hey, melissa, on the qualcomm conference call the ceo-elect talking about china, obviously a big source of opportunity for qualcomm, but even qualcomm bulls will tell you there's a real risk in china and that is this investigation by chinese investigators. moll len cough talked about that. take a listen. >> they notified us that it had

commenced an investigation of us related to the chinese anti-monopoly law. the ndrc has advised us that the subject of the investigation is confidential. we'll continue to cooperate as it conducts its investigation. >> so qualcomm not getting a lot of information from the chinese government about what exactly they're investigating but we're hearing it could be a 1 million dollar anti-trust fine. the ceo says the year is developing broadly in line with expectations. they did take their fill year, 2014 eps estimates up. that would be a 15% pop year over year. melissa back to you. >> josh lipton, thanks so much. of course, the call got under way at 5:00. the q & a hasn't begun. it will be interesting to see if they address it. it could be a record one as josh mentioned, more than a billion dollar. >> it went down 6.5%. they've already trashed this. now there's a tiny bit more

clarity. probably not enough. on a short-term basis when this stock sliced through its 50-day moving average it was a heartbreaker because it was a breakout years in the making and it was shattered in five seconds which is very tough psychologically. i can't envision buyers coming back in, allowing this thing to resume the prior up bend. >> it's been break out but it happens to be 100-day. >> that resistance, prior resistance should serve as support. >> let's talk. 12 times forward earnings. >> no, but without china as an overhang, is the business -- we thought it was going to be bad after samsung, after apple. we didn't think this quarter was going to be good at all. >> if you want to -- the only thing bad about the release was the second quarter guidance. four-year was better. now, in terms of the stock and

we've talk about this, the mistake the market makes constantly is when apple goes down they use qualcomm as a source and they're always wrong do it and we've said it countless times, so i think the stock is fine. >> the whole thing is the lead orders has nothing to do with how much phones apple sold last month. it has no bearing on qualcomm's cycle, which is drastically different. >> let's take a look at yahoo! here having its worst day in more than two years. shares fell more than 8% after the company reported a drop in online ad prices. grasso? >> this has been all about ali ba ba for me. i'm 80% out of the name. i sold my stock in the high 30s. i'm still 20% obviously. do the arithmetic. dan, quick, quick. 20% still in the name. it's place holder for me. guy and i have talked about this offline. whenever you have a place holder

it's always a bad trade. you want to feel like your foot's still in the door but you exited and locked up enough profit. if this thing continues to slide as precipitous as it's been -- >> this is over. the trade is over. >> the alibaba pop is gone. >> the spell has worn off. we love moarissa mayer. >> they're already pricing this thing to be a $2 million market. >> whoa, whoa, whoa. put it in perspective. >> a new ruling that could mean they're slamming the door on chinese ideas. we eek talk about ideas such as renren and dangdang. that's next. we asked people, "if you could get paid to do something

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the s.e.c. rule nas chinese units of the big four firm should be suspended for six months. how might this ruling be? joining us is david chau. david, pleasure to speak to you. >> hello, melissa. >> do you think this will delay chinese ipos at all in the u.s. or cause them to go other places like hong kong or london? >> i think there's a possibility that ipos could be delayed but most likely not, largely because of two reasons. one is that these big four add tors in china, they're the same big four as they are in the u.s., just a separate entities. and it also affects

multinational as well, gmp, coca-cola as well. so i highly doubt that. i think the whole core process will take-two years. i think china provided information that was the initial cause so it's kind of become a china/u.s. negotiation issue but i do believe there there'll be a compromise worked out. >> i want to speak about the broader industry, you know, that you're in. i'm wondering what are the hottest trends you're tied fieing with now coming from china and how are they different from what's coming out of silicon valley here in the u.s.? >> i think the biggest different is that in china you're talking about the middle class getting a large boost in income. just like the u.s. in the '60s and -- '50s and '60s, people buying cars, people traveling for the first time, people buying their first or second tv at home. and so consumer spending is still driving a lot of their

internet plays. if you look at the rise of alibaba or certainly companies like vipshop that is mostly about the ecommerce shopping and travel sites. much of it is bolstered by the consumer spending as opposed to in the u.s. it's a little more about innovative ideas and business models. >> and, david, we were just talking about yahoo!. people want to get a piece of the alibaba ipo. in your view is that a good way of getting in? i mean is that the only way of getting in and would you be willing to own the ipo in order to get alibaba? >> the answer is yes. i think alibaba is the coming of age deal for china. thing for the last five, ten years, the companies an a throgg the u.s. ones. they've been 10% 20rks% of the

market captains like baidu or google or cena versus yahoo!. i think for the first time we have 10 cents over $100 million market cap. alibaba is likely so. it's the coming of age where you have a triple-digit billion-dollar company where they're competing on equal grounds, equal market cap, and think that yahoo! is probably only way an average investor outside of the actual alibaba ipo could participate. so i do think that the hypois warranted. >> and we're just about out of time, david. one last question in terms of you mentioned 10 cents. i heard that wechat is trying to gather traction. will we start to see some more of these chinese internet companies compete in the u.s. with some of the u.s. internet companies? >> yes, i do. obviously today, you know, lenovo, the legend holding groups, but, you know, motorola mobility from google, you have many of the chinese internet

companies now actually investing in u.s. start-ups and silicon valley setting up corporate venture funds. i think what you're going to see is a whole wave of chinese money coming in to the silicon valley as now china has to innovate as opposed to just creating me-too companies. >> thank you, appreciate it. david chao. thank you. >> i think he misspoke when he said yahoo! was the only way to placement i also own softbaenk which is a layup. they have more exposure to alibaba than yahoo! does and in addition they have stakes in all these other exciting things such as japanese web, et cetera, et cetera. i think that's way to get exposure and yahoo! will get weighted down. >> as we mentioned we've got internet analyst bob peck here in studio this morning the details. that's next. plus ceo dave barger, and bad

weather which were seeing all over the place these days could throw some cold water on the stocks. stay tuned. let's say you pay your guy around 2 percent to manage your money. that's not much, you think except it's 2 percent every year. go to e*trade and find out how much our advice and guidance costs. spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you.

welcome back to "fast money" where new york is getting ready for the super bowl. let's bring in bob peck who's waiting for a conference call. bob, what are the highlights? >> the takeaway is what we're seeing. they gave us a couple of numbers on the call. one is pricing is up 92%. 92%. impressions were down about 8% or so. they couple that with guidance for 2014 with expenses at 35%, 40%. so the incremental margins approach 100%. the leverage there, the pricing they're getting plus the mix the advertisers are getting is amazing. they put a billion people a month coming to you on mobile is amazing, and over half their revenues now are on mobile. that didn't exist a year ago. that's amazing. >> bob, thanks for the update. we're seeing facebook at a session high.

"pops & drops." >> we've done good. ite going to push higher then when all the analysts were getting bullish, we said they were late, when it was 29 bucks. pull the ripcord. lo and behold, they reported yesterday the trade's down there. that's the level to buy. stay long on the stock. >> got a pop for dow chemical up 4%. josh. >> this is a really interesting situation. they've got the activist, daniel lowe, who wants them to sell off the petrochemical unit to a bigger buyback unit, et cetera, et cetera. they announced they were going do it but it was their idea. they've been talking about it for years. i thought that was kind of cool. the stock didn't care. they went up anyway. >> stock for alcoa up 1%. grasso. >> i got in the name. i'm staying in the name. i thought it was over once it slid below $12 but rumblings in the name they're going to be much more competitive in other sectors or spaces.

more competitive and staying long. >> t-mobile staying down. >> there's regulators making noise about locking a sprint/the mobile combination. this thing is up about 17% even at these levels. if you don't think it's going to happen it's probably in their pocketbook. >> and we're going to drop zombie bees. there's a buzz about the new hives. the dawn of the dead occurs when the flies inject eggs on the bees and they go into a zomm pea-like state. they won't go after human death. they usually die within hours after being infected. >> i've got go. that's too much for me. my skin's crawling. >> yeah. that's a lot of bees. jetblue, better than expected fourth quarter earnings. but the company said first quarter revenues could be hurt

by the weather. earlier this month jetblue canceled some 1,800 flights in the northeast. joining us exclusively is jetblue's ceo dave barger. great to have you in the studio. >> melissa, thanks. always great to be here, thank you. >> we continue to see weird disruptive weather all over the place. you saw shots of atlanta, roads are frozen, people are stuck yochl u see a continuing impact here? >> i really do. i'm thinking zomm bbs. had 1,800 flies cancel at the against of this year. bloodied our nose. 1,800 just during that time. there's an impact in the earnings over the first quarter. we put a number on that earlier today. i mean $30 million, right? pretax. the revenue environment, it's strong. interestingly enough this kind of weather drives people to the caribbean, southern florida, there's an upside to it. >> basically the first half of

next year, it's about what's happening in the space right now and it seems to me that the airlines are the healthiest they've potentially ever been. how do you find yourself in that spectrum of things? >> we're soon to enter or 15th year and aulg this bankruptcy and consolidation, it's behind us right now. there could be another wave at some point in the future. right now it's healthy when you look at supply and demand. revenue and environment that's strong. we're taking advantage of that. so as a young company against the network guys and the super discounters, i think we're really positioned well. not just for '14. >> does that mean pricing firm's up for you and bad for the passenger? >> not necessarily, melissa. our brand is not about gouging the traveling public. it's a fair fare. we had our last fare at $169 one way. that's not gouging someone to fly to the caribbean, south

coast. other airlines, different pricing model. >> i want to ask you about the impact of the weather in terms of longer term, whether or not you lost any customers. the thing about twitter is your airline has a terrific social media presence. at the same time passengers can also complain to you and they did that a lot during the paste polar vortices. here's some tweets here. blanca tweeted to you guys out of the purgatory has been jetblue was an angel us airways. that was january 7th. another customer, you weren't even responding to my tweets. hello, you never answered my response. i took spirit flight. and never again jetblue. back to amtrak. i'm sure many said great job but are you worried about the longer term impact? >> always worried about it. last year we carried 31 million customers but every individual experience, that's what matters. we had 161,000 customers'

flights canceled. a lot of empathy, trying to give them out of pocket or refund them, those who had travel problems. that's above the bill of rights we have in place. >> i want to ask you. super bowl we're all getting ready for it. you're going to show the super bowl on the plane, correct? >> super bowl is on network, that's correct. so it's on the aircraft. >> in terms of that because we have go-go on quite often but you have your own service called fly-fly. do you anticipate you'll be a full-fledged competitor at some point to a go-go? >> oh, my gosh, not just a competitor but this is superior. this is full broad band into the aircraft. ten aircraft, we're installing the full satellite at 15 aircraft per month. the entire fleet will be installed. the entire fleet shortly afterward. when you look at it.

literally one seat on our aircraft, mine that's literally -- when you look at what's the pipe that's going to another airlines type of product, i mean it's huge. >> so you'll outfit your entire fleet. how about other airlines. you have other airlines that are customers. what's your goal there. >> live tv, it's a wholly owned subsidia subsidiary. we have united airlines as a customer and other airlines as well. we're open for business to the extent other airlines are looking for it. >> vo you are a competitor. >> oh, no doubt about it. in this space, no doubt about it. >> thank you for stopping by. david barger, ceo of jetblue. >> the couple of times dave appeared in the past we discussed streaming video. this is game-changer. you get that within jetblue, you buy it. i have four kids. if you get up in the air, if you're just checking e-mails, that does nothing for me. i want to stream video. it makes flights more enjoyable.

i'm not overstating i. it is embedded within jet blue and with the mna they're likely to gain slots but i'm betting on jetblue. >> guy adami? >> i love the nachlt the space is uniquely positioned right now for the first time maybe in the lifetime of the airline industry. thing within that, jetblue is uniquely there. >> it's ka company that analysts expect to grow at their earnings. correct me if i'm wrong. at least 20%, 25% in the next five years. in the meantime it's 12 mumt. . i don't think that these companies have been doing this this well long enough for the street to have caught up yet which is where there's an opportunity. >> you had been an investor in go-go, foul f you were in it, would you be concerned? >> i'm not afraid of dave. i'm not long on go-go but there could be room for two, given the

a. of aircraft there is. i think we could agree with that at least in the short term but i prefer to own jetblue because i don't want a pure play on broadband into the plane when i can own a really great airline. >> we should know coming up on the next hour of "mad money," jim cramer has an exclusive with ceo doug parker. with all eyes on struggling china will the company struggle as well? more facts straight ahead. in a world that's changing faster than ever, we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. can you start tomorrow?

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welcome back to "fast money." los angeles sands rose 33% on higher revenue in ba call and las vegas. tradings weren't as strong as the company was expecting. the company generates most of its revenue from macaw where growth is white hot but there's concerns that it's growing. >> thanks a lot. yum yum! brands down. dan nathan's at the smart board. of course, dan, anytime there's a china worry, it falls on yum. >> it does.

they got half of their sales from china, a lot of their growth going forward. today was interesting. on a stock that was interesting. stock that was prevalent in the markets there was a buy over some upside calls in february. a buyer bought 10,000 of the fed's calls. 2 1/2 to 1 on a day that the market was getting hit pretty hard. one of the things that's interesting to me, when you think about what that trader was doing, let's look at the chart here. the two-year chart right here just shows you these levels. the stock is down 12% in a straight line this year. it's ground zero for the eem emerging market weakness right here. we're coming up on really long-term support here. this trader, this is the break even right here. that's a really big resince stance level. that's really interesting. on a down day, this is the price of options, implield ability of

yum!. it had implied volatility up a whole heck of a lot. monday the reports say it was 3.5%. that probably takes a little out of the guesswork to the number but guidance is going to be key and if this guy is right it's going to be a nice levered trade to the upside. >> what's your take on this because the concerns of the emerging markets with china there's also more bird flu cases being reported as well. >> right. that's of concern. some of the volatility we saw last year in the stock had to do with these one off situations with bird flew, with some of the stuff going on with pizza hut in china. they have to get away from the one-off situations, really clearly lay out what the future growth looks like in china and really get going. to me, i'm not a fan, but i think right down here at 65, if you're a trader, do it with defined risk. the stock could move on slightly better than expected news. >> all right. dan. thanks for that option action.

of course mrkser "options action" 5:30 on friday. check it out at the website. all right. we're digging out the best, very, very best of the tweets from the traders if today. so this one is for josh. will priceline decline to the $70000 area after the earnings release? don't answer that yes. >> i was about to. >> we'll get your answer right after the break. stay tuned. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪

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beginning february 6th, experience the winter games everywhere. welcome to what's next. comcast nbcuniversal take a check on jetblue. of course, we just spoke with ceo dave barger at the nasdaq market site. moving at the half hour session it's moving up about 1.5%. this tweet is for josh. will it declipriceline decline e $700 area from earnings release? >> it's kind of a long way down from here and if this were to break a thousand from a sentiment perspective, that would be very negative. in the meantime short term and

intermediate term indicators are negative momentum. rsi 14 right now is about 47. i would not be entering this on the long side ahead of any earnings announcement, and if they beat it and the stock jumps, that's fine. i don't mind. >> guy. >> hi. >> buy, sell, or hold kkr. >> you know, i love the space. >> you do. >> first of all, buy and hold are the -- say buy or sell because as karen finerman will tell you -- look at you. i liked black space. i like kkr as well. >> grasso, why is linkedin so low today? >> i don't know why it's so low. you know, it's bucked to trend. every selloff was a viable event. now to me on the chart i don't think it's bible. you could shoot against the 198 low which is five or six bucks but i'd rather not. >> why is apple a great stock when it's high but not a good

stock when a small correction happened? >> signed at dan's mom. >> here's the thing. you twitter people loved mr. ica icahn. he gets really excited, get the stock higher than it is. other than people out there touting it all the time. to me the stock is trading with it probably should be at $500 giving what they gave and the guidance they gave. >> let's get back to facebook. julia boorstin's got the latest. julia. >> melissa, the latest on the call investors can continue it. mark zuckerberg talk about shifting facebook to shift toward different things with different people. facebook's looking to launch many other stand alone mobile apps like instagram and merge like inextra gups or sharing publicly on twitter. as for advertising, dave said it's on the decline because there are fewer ads on mobile because prices are higher. zuckerberg asked whether it was going to increase its ad load.

he said it would increase the quality of ads which would drive pricing up. there was a dodging of questions but whether teen engagement is still a problem, the execs pointed to totalover y'all usage numbers which, of course, are up. back over to you. >> thank you much, jul boorstin. bob peck still here. you raised it in november to 65 bucks. right now in the after hour session we're about $4 away from it. given what you're hearing on the conference call, are you incli e inclin inclined? >> yeah. they did 65% ad growth. a big change there. on better profitability as i mentioned before. i think they'll revisit their estimates going forward. we baset it 20 times off the ebitda. the big takeaway is they're reaching a billion people a month on mobile. they're running north on 75% an your margins are north of 75% in kre mental margins. it's a lot of run here.

>> bob, our thanks to you. thanks for sticking around with us at the nasdaq markets on the facebook call. let's get a quick, quick trade here. you think people are going to dump facebook. >> i think once twitter comes out with earnings, they're going to switch out of facebook into twitter. >> all right. we'll come right back. stay right here. tdd# 1-888-628-2419 searching for trade ideas that spark your curiosity tdd# 1-888-628-2419 can take you in many directions. tdd# 1-888-628-2419 you read this. watch that. tdd# 1-888-628-2419 you look for what's next. tdd# 1-888-628-2419 at schwab, we can help turn inspiration into action tdd# 1-888-628-2419 boost your trading iq with the help of tdd# 1-888-628-2419 our live online workshops tdd# 1-888-628-2419 like identifying market trends. tdd# 1-888-628-2419 now, earn 300 commission-free online trades. call 1-888-628-2419 or go to schwab.com/trading to learn how.

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time for the final trade, go around the horn. steve grasso. city down 5% year to date. my final trade is bank of america, up 7% year to date. >> such context, grasso. good job. dan nathan. >> yeah, i'm with that guy guy. does he have big profits like google? i think you take it before the number. >> j.b. >> dow chemical. today's move is the beginning of something more. i think it continues to raise higher. >> guy adami. >> i've been one of the few people in the camp. i think rates are continue gog lower. i'll continue with that. it looks like tlt is breaking out here. i'm going to stick with tlt. >> i'm melissa lee. ing theirs so much for watching. see you again tomorrow at 5:00

with fast. meantime, don't go anywhere. jim kramer with "mad money" starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer, welcome to "mad money," welcome to cramerica. other people want to make friends, i'm just trying to save you a little money here. my job not just to entertain you but to educate you at 1-800-743-cnbc. i'm old. in most cases, that's a bad thing, but occasionally, there are benefits to being old. and today, a day where the dow tumbled 190 points, s&pk