on netflix. >> thank flew quickly, final trade. >> ingersoll-rand. >> sea drill long. >> i'm going to reiterate. i think if netflix sells off, buy it. >> pete? >> if netflix sells off, you do buy it, but right now you buy nike. it's sold off already. that does it for us. "power lunch" begins right now. halftime is over, "power lunch" and the second half of the trading day start right now. >> folks, thank you very much. investors await an earnings onslaught with almost a third of the s&p 500 reports first quarter earnings. netflix, microsoft mcdonald's, boeing and many, many more. more revelations from gm, this time about the saturn ion. it seems the automaker dragged illustrate muffler for years before issuing a recall of 300,000 ions for power steering problems. we're going to talk about this hour. and the momentum names.

of course those stocks have been fading, continuing to sell off today. is now the time to rotate into more defensive plays? is it time to nibble back into some of those big momentum stocks as that trend slows a big? we've got a shopping list of alternative storages just ahead. meantime let's go down to sioux. welcome back, sue. >> thank you, ty. we're going to start with netflix. it's one of knolls momentum stocks you talked about. it moves basically because it moves. it doesn't need news, but today it will make news. it reports of quarterly results after the bell and traders will be buying and selling based on the results. shares of netflix up more than 100% in a year, but we're going to zero in on just the last two months or so, if you look at that chart it's a dramatically different story, which puts it into correction territory. morgan brennan is live in los angeles with some of the details on what we might expect. hi, morgan.

>> netflix earnings are going to be important today. here's what you need to go. the street is calling for 81% per share on revenues on 1.27 billion. overall analysts expecting a quarter in-line, but the most important metric to watch will be subscriber growth. it has projected net additions of 2.25 million members in q1. that the put netflix at 48 members worldwide, a 9% increase over q4. the key is original content. investors are keen to see how people took to the second season of "house of cards." growth in connected devices buy xbox, apple tv and amazon's new fire tv, that could help the numbers. on its international operations, also another billing outstanding question -- how much will

netflix have to pay to stream all of that video? ceo reed hastings has been vocal about so-called net neutrality as they downplay the likelihood of financial impact of more connective agreements. the recent de, comcast has already increased streaming speeds by 65%, so analysts say any info or more deals like that could be telling for netflix's future pricing and therefore future growth. ty, back to you. >> actually, i'll take it, morgan. thank you very much. another day, and another revelation at gm. this time the controversy surrounds what and when the company knew about problems with its saturn ion. phil lebeau has the latest. not good news for gm again. >> certainly not good news, sue. these developments came over the weekend when documents were released all surrounding a recall that general motors announced on march 31st.

that recall involved 335,000 saturn ions that were cad for power steering problems, but it's the background, the history that's getting a lot of attention. the complaints involving this vehicle in power steering started all the way back in 2004. over time there were more than 30,000 warranty claims and three service bulletins were issued by gm to the dealers addressing this problem. 2005, and then again as we get closer to to 10, 2012, before they eventually said there's enough to issue a recall on march 31st. the new head of vehicle safety at general motors, he was very blurnt in saying we did not do enough when it comes to this recall. he also said that general motors is moving to change the culture so problems are addressed immediately and they don't drag on a number of years. look at the first-quarter recalls according to steve.

but two out of every three recalls those were gm models. reporting first quarter earnings later this week. there will be a big charge in there, tyler and sue, but what people will be focused on, what are the underlying numbers in terms of people going into showrooms, sales, profitability. that will get the bulk of the attention. >> phil, thank you very much. now to the market, where the slowdown in momentum and recent volatility could lead to interesting buys opportunities. dominic chu joins us with a shopping list. what's in your bag? >> tyler, if we're only a stone's throw away from the record highs. many investors are still worried about that recent market volatility. so momentum stocks have taken it on the chin in a big way here. s&p capital, sam stovel is one

of those guys that says, yes, there are other parts to the investing. when the water gets rough, investors like buying safer quality stock. they look for s&p 500 companies with above-average earnings and dividends and that were rated buy or strong buy by the analysts over at s&p. that led to 20 names on their shopping list spread out over six broader sectors. 14 are in just two sectors alone, and now among the consumer directacy companies, you've also got ross stores on the off-price, and vf corp, which owns brands like northfaye. companies like amer i source bergen, mckesson and myland labs. i'm posted the tickers, all 20 of them on nigh twitter, so check it out for all 20 of the tickers for stovel's picks.

at least that's what the analysts there say, sue. >> terrific, dom. thank you very much. appreciate it. if investors are indeed fleeing some of those stocks, where is the smart money going? we welcome bake david bailen, and gary that i terr, chief make roe strategist at wells fargo advisers. gentlemen, welcome. gary, i want to start with you, if i could. >> sure. >> there's a lot ahead for the market to consider. how dao vu the market at this juncture? and how worried are you or not about earnings season? >> well, sue, right now we think the market is going through a period relatively short term where investors are a bit more cautious. we had a big run-up, as you said a lot of those momentum stocks got pushed very high, so we're seeing less interest in those and more interest in defensive type of stocks. we think that's probably a trend that will continue for a bit

longer. >> david, do you agree with that? and where do you see clints, their high net worth clients, the so-called smart money, where are they deploys their assets? >> a huge first quarter, sue, in terms of net investments, this is the largest quarter tweefd in the last five years at citi private bank. a lot of them are putting money into what i would describe fairly valued -- so we do gra agree with that view, and we think this earnings season is really -- we see to see signs of revenue growth and things in the ukraine die down. we're particularly bullish this year and think the market could have a good move up. >> gary, what areas of the market do you think look good? and do you like emerging markets? or would you stay with developed markets? >> well, sue, we would stay with developed markets. we're still a bit concerned about some of the risks in emerging markets, seeing a lot

of weakness out of china here in the first quarter, so we're a little cautious there, but, you know, longer term, we do think or storm is still in an upward trend here, and we are expecting the cyclical sectors of our market to do better as we go through the year, so right now we are still favors consumer discretionary stocks even though they've been hit hard the past couple weeks and the industrials and the information technology sector. >> david, talk to me about volatility, because as we go through earnings season, and as you look at the backdrop of ukraine and tensions in other parts of the world, how much more do you expect volatility to be raffle chetted up? >> we would expect is it to go up from here. it was unusually low, sore of systemically about 9%, about half of what it normally is. even what happened over the course of the last month to month and a half is not particularly volatility. as earnings being more erratic, and as world events ratchet up.

we've told investors be prepared, but stay in the market, do not try to time in market, and be consistent in your philosophy and strategy. >> gary, could you speak to volatility as well? there are a number of retail investors staying away from the market because of the volatility, because of the uncertainty on the global political spectrum and the like. >> sue, sill would agree with david. but again, i think if you look at retail investorses, it does look like they're putting money into stokes, just probably not at the same aggressive pace as we saw last year. i think that's a good long-term strategy. >> david, does the fed matter at all? does the interest rate scenario matter to your clients and to those of a high net worth nature that are putting money to work? does it matter if interest rates start to move you have? >> it does matter in the sense they're looking at the bond portfolios and rotating out of

the bounds. we're told our clients and they're doing this, moving money out of bonds into equities, because at these surprises and spreads, it's a good move. we would want to interest rates move up in general as an indication of real fundamental growth in the u.s. stock market and that globally as well. >> thank you, gentlemen. appreciate the conversation. david and gary. ty, up to you. >> thank you very much, sue. and the largest tech ipo of this year, and quite possibly of any year isn't coming from silicon valley, but from asia. so what can we expect from the e-commerce giant ali baba when it makes its u.s. debut. josh lipton has the details. >> tyler, jack moff founded ali baba, the former english teacher from china is preparing to bring his company public in what may be the most anticipated ipo this year. the company obvious is compared to amazon, but they have very different business models.

ali baba is a middle man, operating web sites through which consumers buy and sell goods with each other, it makes money from the advertising, which accounts for the bulk of the revenue. analysts afternoon cantor fitzgerald peg its valuation at $184 billion. it now dominates the chinese e-mer market, accounting for half of all parcel deliveries in china, that's 5 billion packages per year, and more than 60,000 transactions every second on its website. business is growing fast. in the final quarter. it generated revenue of 3.1 billion. that was a 66% europe overother year on the top line. why are investors so excited? well, it's a direct way to play the chinese e-commerce market. china had only about 2 million internet users by 2013, 600

million. that is a lot of potential future shoppers on ali baba's platforms. sue? >> i think that may be an understatement. josh, thank you very much. there are new developments in the long simmering is it fight, it finally made its way to the supreme court. kate kelly will have the story for you. it has now been one year since the terror attack in boston. on this patriot's day, scott cohn is along the route. >> reporter: if there was any concern people would stay away, don't worry. on the contrary, the crowds are large. that's creating some issues of its own. we'll have that story when "power lunch" continues. lunch".

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the supreme court waded into argentina's legal fight with bond investors today. kate kelly joins us with more. >> reporter: tyler, thanks so much. i'm standing in front of the supreme court. as you mentioned, where just a couple hours the nine justices heard arguments from both sides in this case. somewhat no tore yoius in the hedge fund area, there's a very long and financial terms sordid back story to this case involving argentina's default in 2001 on its debt. it was the largest in fwlobl history at the time, and in the wake of that, elliott capital

uses the subsidiary nml sued for what it was still owed. argentina held out. it offered two different repayment plans to other bondholder, and 90% took the deal even though it was about a quarter to 30 cents. elliott continued to hold out using bare knuckle tactics, including in 2012, attempting to seize an argentine naval vessel off the coast of gaulta. ghana. >> at this point, elliott on paper is owed about $2.5 billion in total by argentina, but president dekirk ner has refused, saying the company simply can't afford it. today justices were looking at one sort of narrow swath of an issue here which deals with whether or not the foreign sovereign immunities act applies.

argentina waived that right as part of selling bonds to investors in the u.s. and elsewhere prior to 2021, but it's never before been applied to a case like this, where essentially you have a creditor looking to seize a government's access around the world, in order to liquiditiate them in, the justice probably won't finally make a decision until june. the question is whether they'll take up another larger piece of this case, which deals with the owing to elliott management itself. >> kate, thank you very much. sue, down to you. >> ty, as you well know, this is patriot's day. this is the day set aside to remember the battles of lexington and concord which started the revolutionary war in 1775. but last year it became known for another reason, the boston marathon bombings. scott? >> reporter: hi, sue. about a million people expected

to turn out. a lot of people want to be near the finish line to show solid dared. that's having an embark. we're hearing from the police they're closing checkpoints because of crowding, so many people want to be there. those checkpoints, of course were not there one year ago. we also have winners to announce in the ease legality division. and for the women's division, they set a new course report. but remember it was after the elite runners passed a year ago that the terror broke out. on monday, april 15th, 2:38 p.m. about ten minutes later, the two explosions go off in less than a block and 12 seconds apart killing three people. then what followed was enormous detective work and a manhunt.

it wasn't until thursday the 18th that the fbi decided to show the pictures of the suspects that were caught on surveillance video. after a considerable debate, with you now know, later that night an m.i.t. police officer shot, and what fold about three hours later, the shootout in watertown that killed tamer lynn tsarnaev. dzhokhar remains -- this is typically a more casual part as people cheer on that you are friends and family, it becomes riskier from a security standpoint, but what they have this year that they didn't have last year, not only huge amounts of law enforcement, but a lot undercover to make sure history is not repeated. sue? tyler? >> thank you very much, scott.

more on the marathon, seema has a market flash. >> skechers stock is on the run this afternoon after meb won the marathon wearing their shoes. he's the first american man to win boston in 31 years. his's signed on to be the official ambassador through 2016. congrats, meb. >> you win, the stock goes up. stocks remain range bound generally as the markets face a blitz of corporate earnings. there's still a lot of key earnings to come, about a third of the s&p apparently this week. apple, microsoft, boying, mcdonald's many, many many morn, the latest action right after this break. stay with us. stay with us. your boss? yourself? your parents?

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going forward. what could be the big swing factor? earnings and more earnings. netflix, of course, in fog us. these come out after the bell. and later this week, we have two big earnings from facebook and amle. both those stocks are higher. finally we want to mention biotech. it's continuing to see a nice rebound. gilead recording later in the week. google is certainly something to keep in mind. sue? >> thank you so much, sheila. appreciate it. let's look at the interest rate scenario right now, the tend-year note has been stubbornly stuck at 2.7%. all eyes have been on interest rates recently, as we see volatility ramping up a bit in the equity markets. a lot of people still think the 3% mark is within reach, but right now the ten-year is

holding. so you're up to day, ty, on interest rates. >> sue, how do you play it? earnings, momentum stocks, the economy, three big fat topics just lying out there for kill burg and iuorio to discuss. earnings, how are you seeing it and playing it? >> you need patience. look, last week we saw 2% to 3% rally. i think right now slow volume day today. we have to look to the bellwethers, mcdonald's, yum, but we want to see what apple and facebook, the technology -- actually we're seeing a bit up, the 525 calls, at the moment calls we liked this morning. it allows you to define your risk. apple is due for quite some time to beat the streets. >> a swing and a miss. netflix is a big deal today. the momentum stocks let us into this.

netflix might be the moster child, so it's a huge deal to see if there will be a cease-fire called. i think if netflix posts good, oddly i may add to my facebook position. i have facebook, and i've sold toss next week calls against them. clearly there's some juice -- >> netflix up 269%. is there that much more meat on the bone? >> it has come back a bit. maybe there are. >> okay. >> this is key, obviously this week. we can't really get a true idea out of the fed. anxiety in the early part of april, ty, so this week is critical. 130 s&p name reporting. we want to see moving forward what is the next leg up? >> let's talk about the economy. we've touched on the momentum stocks there. economic growth, "wall street journal" today says, hey, this is economic recovery has very tepid, but very enduring. that's a good thing. >> yeah, sure, but ty, the last three weeks, i think there's

been a noticeable change. i think we've gotten good numbers. we're not even completely divorced from the weather yet. what i'm hoping is the decent amount we've seen and throwing philly fed along with the numbers on thursday, leading indicators today, but all together they make up a pretty decent story, maybe better than we've -- >> i think you need to strip the emotion off this. we've seen a up side 5%, it's like a game of tetherball that iuorio is playing against himself. i think you have to be patient and buy stock when is they're cheap and sell when high. do a little chipping and putting like he like toss do. >> thanks very much, guys. we'll check back with you shortly. let's talk about gasoline prices, because they continue to surge, jumping nine cents a gallon in the past two weeks, up to $4 a gallon in some cities according to a new lundberg

survey. the lowest price in salt lake city, l.a. as it usually does, has among the highest at $4.26 a dplon. let's take a look at the metals market. they will will be closing shortly. we have a bit of a loss today by about $5 on the trading session. copper, though respect is on the up side, really the only green arrow with a loss in palladium, once against as the tensions ramp up a bit, and russia one of the biggest exporters, so palladium is down almost 4%, followed by silver, down a bit more than 1%, ty. the surges floodgate inclusion lockheed martin which has beaten estimates at least -- but can they crush the ball again? we'll take a look at the state of defense, plus jane wells will take us inside lockheed with some of the shiniest new toys. that's that and more when "power

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welcome back. it's been a fairly quiet

session. right now it's up 30 points. take a look at the leading sectors, health, energy i.t. among the better performers, materials and utilities are weak in the wake of what's been some fairly decent economic data with the l.e.i., coming in a hair better than expected. miners have been a group we've been watching today, most of them down with the exception of newmont, this is about the third time they've done it in the last seven weeks. yamana down as well. we're seeing a pullback in gold today, and in general, the materials have been trading to the down side, one of the weaker areas today, along with financials, which have been just down a hair after some bigger earnings news from some of the companies last week. we had a number of them reporting better than expected

results. one group working stronger is better than expected results. of course, the markets were closed friday. micron technology getting a big boost. at drexel hamilton. they see some positive news on -- or expect positive news on marngt expansion there, as the server and pc parks -- or i should say the server and mobile stores remain strong. sue, back to you. >> mary, thanks so much. let's talk about where you with find opportunities in this crazy market. j.j. burns, is with us, as is abigail doolittle, joining me at post 9. the market has gone pretty much the way you thought it would go. you just have an interesting reaction. >> i think that the gold and the

materials sell-off here may signal that we're going to see some volatility up and down. no real certainly direction, but yes, i do. maybe 20% off this year, pent up from last year, so i think you want to deal with it in a few different ways, reduce equity exposure in key -- you want to sell the high momentum names and look for outperformers. i like the natural gas space. i like as a theme interest rates. i think we're going to continue to see rates rally this year, and some names that may do well. tfc, along with -- they're invested in assets, sensitive to interest rates. i think rates rally. i also like apple. we're going into the big quarterly earnings report. i think that name is poised to do nicely. numbers appear to be going in the right direction.

>> j.j., last time i talked to you, you said saying there were overlooked areas. high yield, things like that. where are you allocating money for your clients? >> for the last two years, we've been interested i think what is happens now, there's a lot of knock-on effect, and obviously where there's opportunity there's also danger, and because our we're looking for things that will compete with interest rates and give clients an ability for more income. more importantly there's certainly master limited partnerships that deal with energy, infrastructure, and there's a lot of ways to play that out. again with that opportunity also comes risks and dangers. i think that some of those dangers may be overplayed, some of the opportunities are underplayed. that's specifically when you take a look at some of the etf

structures and limited partnerships, you're getting yields of 6%, 7%, 8%, exactly what abigail said, you have to be more defensive. the plays need to be better thought out and more technically researched. that's areas that deal with the liquidification of natural gas. we are -- i think that play will last for at least the nest two to three years. >> abigail, you mentioned key support levels. what are you watching in the s&p specifically? >> great question. relative to time frame. guys were playing it tight, i would be looking at 1814 on the s&p, but for most investors, when you really want to senior taking chips off the table, reducing equity exposure. below that level i think it could get ugly.

>> so when you watch dr j.j., is there anything domestically in equities that you like? you mentioned the energy play, but you know, you've been very good at getting clients that yield. is there a part of the equity market that you think still holds value? >> there is, and i'm going to agree a lot with what abigail says, it's a very defensive area that you have to play if you're managing a portfolio. i think if you're not more actively managing your portfolio, the world of the etfs, like buy it and hold it, wait until it goes up 30%, like 2013 did, those days are over, we feel. we think it's time to be much more defensish, so getting more realistic to making a 5%, 6%, 7% 8% return is very, very prudent in not looking for the 120% or 30% outliers. >> thank you both.

ty, up to you. thank you very much. chipotle upgraded, that's the top of our headline rif right now. despite near-term margin pressure. big lots upgraded at piper jaffray. the firm also increasing the price target from 39. and facebook reiterated a buy at goldman sachs, with a price target of $78. shares of the social network right now at $60.49. well, despite pentagon cutbacks, the state of defense remains pretty doig gone strong. or jane wells is the getting ahead of the numbers. >> man, that chart is amazing. the stock is taking off like an f-35.

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♪ time for the yahoo finance question of the day. earnings season is in full swing this week. will you look to take profits on any disappointing results? 21% say yes, take the money and run. 52% say no, i'll stand firm, and 26% say i will use it as a buying opportunity. all right. take a look at this absolutely incredible footage from over the weekend of the space-x dragon lifting off from cape canaveral on its way to the international space station. it arrived yesterday morning. the spacecraft delivering more than 2 tons of much-needed supplies. pretty amassing shot. >> fascinating stuff. we've been telling you earnings season is in full swing. jane wells talking defense today, plus she got a peek at lockheed's f-35. jane is lil in l.a.

>> hi, tyler, perhaps the best offense is a good defense. despite all the pentagon cutbacks, they're doing 2.5 times better than the s&p, it's a big week for defense. boeing, of course, as a massive commercial component. >> general dynamic up the most it is thought that the back and it call the f-35 program one of the strongest in development, though it is neutral on the stock. lockheed reports first tomorrow. earnings are expected to rice 9%. analystless want an update on the f-35, the most expensive and important program out there. the pentagon projected the cost per jet to again rise, in part due to the pratt and whitney engine, butover all-support costs may be lower than expected. i was in ft. worth last week and

at eglin where pilots are test flying it. the first com bad-ready version should be flying next year assuming no more delays. the colonel is putting the jet through its paces. how confident are you? you like that sound. >> i do. >> from a pilot's perspective, how confident are you that it's going to work as promised? >> very confident. >> they're still working on the confident. but anything comes out. when apple and ibm build new computers, they have to work through software things. we're working through the same thing, and i'm confident the entire team can put together a very good airplane. >> over the next 25 years, you'll see that next month. there are no two-seat trainers. you go from the simulator to solo in the aircraft. tyler, back to you.

>> you have got to have some confidence to do that. >> well, i think if you're a fighter pilot, you've got some confidence. >> that's right. let's britain in jim iuorio for thoughts on ways to play it. what do you think? are think names you lie? >> tyler, one thing that's interesting to me. you realize that they really trade as a group. so it's more of a macro story than about individual earnings. we might part from that this week when we actually are at earnings week, from you they're going to react to threats of war, or begin to price in a switch of government from democrats or republican, because they'll think those defense spending cuts will go away if republicans take office. the market has said they're confidence in both. i know the situation in ukrak is

not the -- but you can't unring the bell that says yes, there is global unrest. i like those three names. raytheon has broken a bit out of its trend. i won't bike it until all three/broken out from the consultation they've had the last month. >> thank you, jim. sue? facebook is trying its hand once again on mobile advertising. what's different about it this time? will the plan actually work? we'll talk about that, plus what do you think americans believe is the best long-term investment? the answer is going to surprise you. we'll give you a little hint. it is not stocks. we're back in two. we're back in.

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what are you waiting for? you could literally be done with the test by now. now you could have done it twice. this is awkward. go to comcastbusiness.com/ checkyourspeed. if we can't offer faster speeds or save you money we'll give you $150. comcast business built for business. all right. folks, power rundown time. mody and chu with us today. a new gallup poll shows that real estate is the top long-term investment, beating out stocks, bonds and gold. lower income americans said gold was number one. real estate came in second among that group. are people warming up to real estate again? did they not learn a lesson? the same could be said about stocks. >> i think the gradual recovery

has resulted in americans feeling more comfortable in putting money to i did real estate. anecdotally, friends of mine trying to buy real state in new york are having a hard time even buying an apartment or condo in the city, because they continue to get outbit by investors overseas, so there is a hot real market, specifically in some metro cities. >> the thing is there's only so much land out there. because of that scarce supply means that inevitably it mostly goes up in value. the real issue i thought with this study was how many younger americans, 18 to 39 thinks that savings bonds and cds are a good place. >> wow. >> just as those -- maybe we've lost a generation of investors. >> certainly the fact that stocks took so many bad hits, that certainly didn't help. i think with real estate people intuitively think think understand real estate, because

i can sell -- it's land, i get it, it's a nice location, it's a waterway, whatever. with stocks you intuitively don't understand it. >> needs cash flow -- >> right, exactly. don't say that kind of stuff to me. reporting that facebook will have -- will it help facebook grow it's revenues,dom? >> facebook in the last quarter got half of its revenues from mobile advertising. this is a stock, a company we were talking about for the longest time that we didn't think had a real definitive mobile strategy. >> when they went public, that was the big question. >> and now they've got such a good chunk from mobile ads right now. now they expand it to not just their mobile ads, this could be a big maybe possibly a challenge for the likes of the googles out there. >> this is facebook stepping up its ad game. this should be no surprise to

wall street, if facebook does go forward with this idea or with this plan. i think wall street has been pushing these social media firms to monetize mobile. that's the big buzzword whenever these companies report earnings, so we'll have to see. >> they've done a nice job of it, really. >> yeah. >> true. >> i wonder whether ten years ago we'll still be talking about facebook the way we are today. there's the bell. >> a new social media -- >> i can't finish that thought. uaw dropping its appeal of a union vote. workers there rejected a proposal to unionize in february. is this the future of unions in america? they weren't able to do it down there. they felt like they didn't need it. >> unions have had an uphill battle with recruiting workers that are owned by foreign companies. this just goes to speak to what they've been dealing with. >> it was a close vote, though. it wasn't like a wide margin. it was pretty much in the air while they were appealing.

but what it speaks more broughtly to is whether or not there is this declining influence of the unions in america, not just specifically for foreign-owned auto plans, but in general where there they find that next generation of people who want to unionize and by part of that structure of workforce. to be honest, we don't know where it's headed. >> south has typically been more in favor of right to work kind of states, so there is a general -- maybe there's an undercurrent where unions aren't as popular as in other parts of the country. 30% of s&p companies report their erpgs. which company is there to watch? dom, you have one pick. >> this week it's yum brands. we talk about fast food all the time, china growth, because yum -- i want to focus the fast food discussion back on what's happening in the u.s., because we all know, and we covered it

on cnbc, the heating breakfast wars happening, everybody wants in on the action. mcdonald's reports tomorrow, yum tomorrow. with mcdonald's they get a quarter of their u.s. sales, that's a big dale. with yum brands, that i taco bell is getting into the breakfast style. >> with ronald mcdon't. >> they love those breakfast crunch wraps, so it's big to see whether or not they say -- >> you love the breakfast crunch wrap? >> i do not. i don't eid it unfortunately. >> i haven't had one. >> i'm stunned, shocked. >> a good global barometer. >> your choice is which? >> twitter. twitter shares have been on a roller coaster ride. it ended -- it closed its first day as a public company up 70%. it hit $74 in late 2013. since then shares are down 30% just this year. i think a lot of investors are putting focus on whether twitter

can surprise on the up side. if they do, that may change the overall view. >> you're both big on twitter. >> i tweet. you tweet, too. >> every now and then i tweet a bit. thank you guys, very much. sue, down to you. we have the top stock winners of the day, more perspective when we continue. first what's coming up on "streets signs". >> i'm going to paraphrase ben franklin by saying tacos are breakfast for proof that god loves us and wants us to be happy. i just have to throw that out there. the hottest stock in america today, their ceo leading off the show. we'll ask him about the fda, dive deeper into biotechs. plus where will technology? everybody says it's the wave ofs future, but are wearables duped to fail? and give -- a five-day winning streak for the s&p 500, with just two hours of trading to go. "streets signs" in just a few

minutes. see you there. see you there. [ male announcer ] this is kevin. to prove to you that aleve is the better choice for him, he's agreed to give it up. that's today? [ male announcer ] we'll be with him all day as he goes back to taking tylenol. i was okay, but after lunch my knee started to hurt again. and now i've got to take more pills. ♪ yup. another pill stop. can i get my aleve back yet? ♪ for my pain, i want my aleve. ♪ [ male announcer ] look for the easy-open red arthritis cap. today is monday today, we greet you.

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carsthey're why we innovate. they're who we protect. they're why we make life less complicated. it's about people. we are volvo of sweden. welcome back to "power lunch." watch advanced microdevices shares on the move after reporting a first quarter profit, beating street estimates. revenues also came in higher, thanks to use of its products in

the latest version of sony's playstation and microsoft's xbox. you can see advanced microdevice shares up on the day. sue and tyler? >> thank you very much, seema. i'm here with warren miers to talk more about this market. we're going to the heart of earnings season. how does the market feel to you? >> initially coming in, it felt weaker than the past earnings season. i thought we saw very much market volatility. but it seems as though things have leveled off. financials which kind of led in with the initial jpmorgan, the rest falls strongly, and i think that helped build some support, so i think the optimism is better this week. >> what about volatility? >> i think it will be here for a bit longer. you know, i'm looking at the vix, bakley flat on the day, but i think a lot has to do with option expiration, so can't read too much into it, but the fact

this hasn't moved down leads me to believe there might be more up side. >> warren, thank you so much. good to see you. >> you too. let's look at the market right now. we're up 35 points, ty, we're going into the asp at least in the green. thank you very much, sue. that will do it for this edition of "power lunch." "streets signs" begins now. \s. hi, everybody. brian here withsh mannery is back next week. more on why the big drop seemingly that everyone is waiting for hand happened. don't believe the hype why the fight between gm and the government is heating up today. melissa. >> we are watching the markets, though it does appear to be a