gm? >> yes. >> on a big day for ford. >> yes, but the numbers were disappointing in terms of sales. >> steven? >> i think facebook sells. >> doc? >> jive software, talked about it earlier. >> airlines going higher, delta's the big one. >> have a great rest of the day. "power lunch" starts right now. >> "halftime" is over. "power lunch" and the second half of the trading day start right now. >> scott, thank you very much. jobless claims relatively weak. challenger says layoffs are coming. other data, maybe things aren't so bad. but what does the market want from tomorrow's jobs report, and where does the american employment picture really stand? well, one employment, he's going to leave his job, alan mulally handing off the steering wheel at ford on july 1. meet the new ceo and we're going to talk about which companies might need a guy like mulally. plus, jim cramer's one stock he says you really should own. that's all in the next 59 minutes. first, though, to sue at the new

york stock exchange. hi, sue. >> hi, ty. we're going to start with jobs in america on the eve of the jobs report. jobless claims up 14,000 last week to a seasonally adjusted 344,000, higher than expected. the challenger report said job cut announcements were up 17% in april. but then the institute for supply management's employment index rose. so bob pisani is joining me right here on the floor of the new york stock exchange. we're near all-time highs on the dow jones industrial average, just about to turn positive again. first, though, to senior economics reporter steve liesman on the jobs. stevie, over to you. >> hey, sue, thanks. most economists out there are pretty optimistic about the friday jobs report. we'll get to the forecast in just a second. want to sew you that ism april manufacturing component that you just talked about. you can see that little winter swoon and popping back up in april. not back to the best levels of later last year, but certainly ticking up at a good sign for

manufacturing employment and really generally broader employment. another thing we got positive data this morning, wages and salaries, ticking up one of the better month-to-month gains we've had all year. that's not quite right. that's not -- that's the annual. we wanted the monthly data, which is up 0.6%. and finally, one more chart we want to show you, the jobs report expectations here which are 215,000. really unchanged since that adp report came out. the unemployment rate, 6.6%. and there's the forward moving average of jobless claims coming down as well unemployment rate, 6.6. sue, there is some negative news out there, the gdp numbers were not fantastic. also, the challenger be ins you mentioned. but the key indicators that are looked at by the economists suggest pretty strong growth for that jobs report tomorrow morning at 8:30. sue? >> steve, thank you so much. now to bob pisani on the floor of the nyse. what does the market want to see tomorrow, and as steve so aptly outlined, the numbers that we saw today, what does the market make of that?

>> first off, the numbers today, personal income and spending were very good. savings rate's a little low there. so people are spending and not saving much. but are getting more income quickly. i thought the ism number was excellent as well. what they want from tomorrow is another strong number. they want 250,000. that kind of number. >> that would be ideal. >> something that really shows things. realistically, though, if you get 200,000, i think 215,000 recei steve was mentioning is the consensus number, that may be good enough for the market to move at least sideways to slightly on the upside. remember, it's not so much about the direction. we know the direction is slowly up. it's about the pace of the direction. >> absolutely. >> they want a little steeper curve because you're going to need that to significantly advance the market. >> bob, thank you very much. ty, up to you. >> sue, thank you. if job creation is questionable, when and will it impact stocks with them being now near all-time highs? we have gene peroni and jerry

castellini with castle management. welcome to you both. the economic be ins the last couple day, gene, have been a little bit tepid. some good, many not so good. how worried are you about the economy, and do you think, gene, that -- let's go to jerry. i guess we don't have gene. jerry, let me pose the question to you. >> sure. >> are stocks a better indicator of where we are in the economy, or are the economic numbers? >> yeah. very much so, tyler. you know, historically, traditionally, today, investors in equities are looking generally 9 to 12 months in the forward. so that's why we've had all the problems so far this year with weather and other cross-currents. but the markets have hung in there. there's been some thknockdowns some of the more aggressive names. you now see sectors that are doing well. that's forecasting a better second half and for sure first half of 2015. and that's what the markets are generally looking to do. that's why if you watch what the fed is doing, they're happy to

pull tapering back because they see a stronger 3%ish type of growth coming out of this downturn. >> i asked a market strategist, economist, last night whether the taper, the pulling back of stimulus, was a nonfactor for the market. he said basically i think it's too early to tell. what would you say? >> no, i think the market is pretty clear in how it's reading where the fed sees all these indicators. again, you're talking about some of the squishy numbers in employment right now, possibly a fallout from a slow winter. but what the fed sees and what a lot of the forward-looking indicators are telling us is that you're going to see pretty perky economic activity going -- starting this summer and going into the fall and winter. that would give them all the confidence to continue pulling back on taper. and having the market accommodate that, which it really has. i mean, you think about where we're going to be now in about

three or four months, the taper or the real qe part will be done. and the economy will be in our favorite, you know, growth mode. >> i will come back to you, jerry and ask you why you like a couple of consumer stocks in a minute. we do have gene who we have established contact with. gene, welcome. the question for you -- >> thank you very much, tyler. >> -- about the economy right now, are you sort of hopeful that it will improve from the basically flat performance in the first quarter? >> you know, i think there's too much distraction, maybe focus on the immediate economy and the economic data. this market for years now has been dodging, navigating through a lot of challenging news. i think it's very predictive. maybe the data right now isn't so great, but this market is anticipating something very strong. so no, i'm not terribly worried about tomorrow's unemployment data or even some of the scheduled economic data through the month of may. i think the market is indicating that there's something much more bright on the horizon. >> where can i make money over

the next three to six months, gene? >> well, the leadership hasn't really changed. i mean, you've had the biotechs under pressure lately and the technology stocks under pressure, others as well. i think it's a great buying opportunity. so i still like technology. i like health care. i like energy. manufacturing. but for those that are looking for a group that's been underperforming for several years now that looks like it could really have some legs here, i would point them to agriculture. i think that group is really going to come along here nicely. >> agriculture. companies like, not necessarily asking to endorse any particular ones. >> well, companies like agrium, cf industries, monsanto. and then i go into the heavy equipment companies like caterpillar, deere and so on. >> okay. fantastic. guys, thanks. we've got to leave it there. we appreciate it. dominic chu now, "market flash." >> kellogg. it's at session lows here. the control yar maker is posting a bigger than expected call in

quarterly sales as its breakfast division fell 5.5%. this as americans increasingly reach for alternatives such as greek yogurt. kellogg's expects its cereal brands to continue to fall. down 1.5% on the day. >> k-e-l-l no double good. exxon mobil leading the way. the nation's biggest oil company reporting a dip in profits but says exploration costs have fallen, and that helped it beat wall street estimates. this is exxon's fourth straight quarter of profit declines we should point out. conoco phillips reporting the oil and gas giant posting a flat quarter but still beating expectations. conoco seeing production from its north american shale and canadian oil sands projects edging higher. mastercard beating the street. earnings jumping 14% as cardholders made more purchases. revenue also topping estimates there. sue? >> ty, 70% of the companies in the s&p 500 have reported so

far. hundreds of earnings calls have been listened to, but according to mr. mad money man, mr. cramer, there's one call that was better than the rest of them. and he says everyone should own this stock. >> the first quarter was strong for 3m marked by organic growth in all business groups and across all geographic areas. there are a lot of skeptical analysts out there who believe that the growth that many of these old-line companies like 3m is merely bought or manufactured while the core business languishes. but he tells you that's not the case with 3m. the fact that he said all geographic areas signals that 3m's businesses have transcended local issues in their territories. and 3m? every territory. bottom line, if all companies that were like 3m and all ceos like inga picking stocks would become a pretty easy exercise. that doesn't mean they can't make mistakes or their short-term performance will always be spectacular, but it does mean long term it can be an

ideal stock to own. 3m stands out as a company that's more in control of its own destiny than just about any other business i follow. >> and over the last year, 3m is up 35%. but check out the last five years when the market was near the bottom, well, this stock is up about 144% since then. jim cramer's going to join us a little bit later this hour. we're excited about that. he's going to tell us about the business leaders that he listens to the most from that cnbc 25 list, ty. looking forward to that. >> all right, sue. a cloud is covering the ipo market these days. and now a cloud could be covering the cloud. what are you talking about here, dom chu? >> so much cloud reference here overall. when it comes to investing, cloud computing is all the rage, but it gets cloudier generally speaking. investors have been pretty happy with returns from these kinds of stocks. one etf is up 25% over the past year. this is the cloud index etf. the ticker is skyy, s-k-y-y.

there are a lot of different kinds of companies that are all operating in some kind of a cloud capacity. you've got the emcs of the world in terms of storage, sales force, citrix, even the big names like amazon and ibm. there's an interesting divergence happening at least in the short term. some of the recent cloud-based ipos have been faltering. look at this one, up 112% since its ipo, but it's down 26% so far year to date. similar story with benefit focus and smaller cloud player rally software. both those are down as well. for you, traders are making money, though, taking that money off the table and maybe deploying it into larger cap tech names like an ibm, like a microsoft, like an hp, all of those are growing their cloud businesses and each of their share values are up on the year, 4% for ibm, 7% for microsoft, 18% for hp. these guys have cloud divisions,

and they're big balance sheets, and they're developing these businesses. they could be at least for now, the attractive cloud plays. >> look at hp, up 18% so far this year. >> it's no longer on the dow. >> right. well, of course, they were starting off with a little bit of a lower base over the past few years. sue, down to you. >> thanks, guys. there is a brand-new report out that's looking at the auto industries from some very different angles. one group talking about the software stocks. the i.t. stocks. and more that are best positioned to benefit by a new higher-tech auto industry. we'll talk about that when we come back on "power" in two minutes' time. (announcer) scottrade knows our clients trade and invest their own way. with scottrade's smart text, i can quickly understand my charts, and spend more time trading.

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tv and internet together like never before. welcome back to "power lunch." check out shares of priceline.com, moving smartly higher. no specific news but it could be investors are looking for, again, one of these bottoms in these stocks for the momentum names. the stock is currently up about nearly 3%. it's been a rough couple of months for priceline, losing about a tenth of its value. and that includes today's gains just so far in 2014. still to the upside today. back to you. >> thank you very much. world's biggest automakers rolling out their latest sales figures. april turned out to be another solid month. chrysler says u.s. sales were up 14%. that topped estimates. ram trucks and suvs led the way there. general motors sales rise of 7%. that eased fears about those ignition recall problems. all four of gm's u.s. brands, chevy, cadillac, buick and gmc, all of them reported

year-over-year growth. different story, though, at ford. the automaker seeing sales drop about 1% in april. that was below estimates. two reasons. stalling sales of small cars and its struggling lincoln brand. and speaking of ford, the really big news is the company's announcement that mark fields will take over as expected for alan mulally as ceo. and the effective date, july 1. that is six months earlier than planned. our phil lebeau speaking with the outgoing ceo alan mulally first on cnbc about the big change. >> he has been the front-runner, so to speak, or the preferred candidate, and to watch him step up and do this job and with his belief not only with his record of performance around the world, but his belief in the strategy, in the management system and the people working together and the culture, we have the right guy at the right time to take ford forward. >> mulally has been ford's ceo

since september of 2006. the stock has almost doubled in that time. now, alan mulally is what you call a hot ceo. what does someone like alan mulally do next? a couple of our cnbc contributors say mulally has the pick of the litter. almost any corporate job could be his. yale school of management dean, associate dean, jeff sonnenfeld says he's needed at caesars entertainment which is a disaster of debt with no clear salvation. united airlines which he calls the loser of the century, of the industry, after all, mulally was a former ceo of boeing commercial airlines. loser in the industry. united airlines. yum brands, says sonnenfeld, could be a landing spot even though they recently named a new ceo. the company, he says, is in big china trouble. our herb greenberg says it would

be genius for him to go to united but that any board would benefit from having him on board, or he could retire and do the jack welsh kind of thing, be a ceo emeritus, or he could run for president. leader of the free world. most powerful man on earth. many have written into cnbc saying as much that herb says that might be beneath mulally, or would it be? anyhow, of those choices, sue, my guess would be united airlines would be the best landing spot for him. >> it might be. >> because he's an industrial guy, not really a service guy. >> that is absolutely true, ty. it will be fascinating to see where he ends up. we're going to talk about that and much more because rbc capital markets putting out a really interesting special report on the auto sector. the firm taking a look at how vehicle technology will revolutionize cars over the next five years. plus the auto and non-auto stocks that might benefit the most from this growing trend. joining us are three rbc analysts, with me here at post 9 is the lead author of that

report, auto analyst joseph spack. in san francisco, ari and in minneapolis, software analyst matt hedberg. before we dive in, guys, into the report, and i read the report and i found it fascinating and very enlightening, especially in light of the amount of technology that i have in my own automobile, joseph, i'm going to start with you. i know you won't tell me where you think mr. mulally will go, but of the different options that he has out there, which company do you think he would be a good fit with given his very extensive background? >> yeah, first off, thanks for having me today. >> sure. >> look, i think mark fields said it best earlier today. alan mulally goes down as a hall of fame ceo not only in the auto industry but i think a bit more broadly. probably does have his pick of the litter, clearly comes from that industrial background. something more along those lines is probably more up his alley. to be honest, zero insight into where he's going here. maybe even get the sense that he would want to take a bit of a breather.

>> you couldn't blame him for that, i guess. let's talk now about the report. give me the headlines, joseph, and then i'm going to go to your two colleagues as well because this is the first report i've seen that's taken a look at the auto industry from a pure technology standpoint. what's integrated into the cars, what we use in our daily life that is now going into the automobile. so in a headline. >> yeah, sure. cars are already fairly sophisticated computers. could be up to 100 different ecus, 15 million lines of code, but a lot of that goes towards the functioning of the vehicle. we increasingly see the vehicle being connected to the internet and talking to the internet. that has brought revolutions not only for the auto industry. a bunch of my colleagues will talk about technology industries but like the insurance industry. so specifically within auto, what we are looking at is connected infotainment. we think that's a segment that's going to grow about 11% through the end of the decade. we see penetration rates or take rates of those systems going

from about 19% today to over 40% by 2020. and with that, you also have additional features and functionality you could do in terms of advanced driver assistance safety systems. >> right. cars that drive themselves. >> v2v, exact communications to autonomous driving. >> i'm going to turn to you. you're the hardware side of things and you look to companies like apple that you think might benefit from some of the things joseph just outlined. tell me about that. >> absolutely. the way we sort of look at it as cars get more connected, things like apple's car play, which i sort of define as ios for vehicles, you know, will enable apple and really enable you as an apple consumer to leverage the entire apple stack, the itunes software, the maps and siri so it embeds you into the ios ecosystems and gives a way for apple to monetize each ios

user that they have. i think apple is one of the logical beneficiaries as cars get more connected to leverage the ios ecosystem through car play. the second leg that we talked a little bit on the report is some component companies, connectivity and amfenol that enable this connectivity that could benefit from this entire trend. >> and matt, you cover the software side of things. we've now got the infotainment. now we have the software component to add to the hardware component. microsoft is one of the chief beneficiaries in your work. why? >> that's correct. i mean, microsoft with embedded windows, certainly we think plays a large role in internet-connected vehicles. they've had a long history of that. and we think that continues. i think one of the other areas that we highlight in the report is called the internet of things. something that we describe as the universe developing a nervous system, if you will, a $19 trillion opportunity. we think companies in the software space that have the ability to harvest this internet of things in connected vehicles

certainly could benefit companies like a log me in or a ptc. >> you know, joseph, i'm going to give you the final word because this is all fantastic. it's going to mean a much more rich driving experience. but are the car companies ready to step up to the plate for that? detroit versus, say, the bmws, the audis and the mercedes of the world? >> i think they are. so our research shows that over 80% of consumers consider embedded connectivity a major selling point in looking at a vehicle. so this is going to be something the automakers need to offer. i think they're willing to pay for it. not only for the hardware but even some of the data connections. so, you know, we see infotainment rising which are harman and delphi. >> thanks for joining us. appreciate it. >> thanks very much. ty, up to you. >> sue, it is early, but wildfire season is already under way in drought-stricken california. we're here to tell you where and how big the problem is getting.

plus, crime and punishment. >> a former nfl wide receiver on the defense. he's in court and you'll never guess who investigators say is his partner in crime. that's all coming up next right here on "power lunch." ♪ [ 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. [ banker ] sydney needed some financial guidance so she could take her dream to the next level. so we talked about her options. her valuable assets were staying. and selling her car wouldn't fly. we helped sydney manage her debt and prioritize her goals, so she could really turn up the volume on her dreams

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properties around the globe. no terms disclosed, but a nice day overall for trip adviser shares. back to you. >> thank you very much. early are to the fire season in california, but look there. severe heat in and around los angeles and that record dry streak. the state seems to be leading to big problems. this is from early this morning. major wildfire in the foothills just east of l.a. only about 10% contained. school has been canceled in the area. flames are being fanned by hot santa anas, and they are expected to be in force throughout the day today. those east-to-west winds gust up to 80 miles an hour. back east, the problem is the opposite. flooding. this is video from just outside of philadelphia. pennsylvania. maryland, delaware, new jersey, all hit very hard by rain over the past 36 hours. it led to flooding, street closures, rescue crews throughout the east coast had to be called into action to help stranded drivers escape the floods. hope your sump pump is working

well, sue. >> absolutely. it was just a mess yesterday and early this morning, too, on the morning commute for a lot of people. meantime, to the bond market, rick santelli's at the cme this morning. hi, ricky. >> reporter: hi, sue. it's been a wild couple of days. i'm going to use a couple of two-day charts. what i want to pay attention so is the highest yields yesterday and where we are now. a two-day of fives, we've shed ten basis points. yesterday's high to today's low which is right about now at 165. two-day of tens, about a dozen basis points using that same dynamic. open the chart up for 30s, you'll see right now till we close here at 341. close since june. and the last chart's really important. the close correlation between dollar-yen, the risk barometer, and ten-year rates is breaking down. which means the new drop in rates may not be necessarily associated with the same risk dynamics as earlier in the year. sue, back to you. >> rick, thank you very much. you're up to date on the interest rate front.

let's take a look at the gold market. a little bit of a selloff going to in gold. we're down about $12 on the trading session in the gold market. there is one bright spot, a little bit of one. palladium, which is up $1.65 on the day. ty, up to you. sue, a former nfl pro bowler could find himself benched behind bars. here's andrea day. >> reporter: this is a guy who played 17 nfl seasons. he's a former hellrazor who found god. well, now irving fryar is on the defense. >> grace and peace be unto you. >> reporter: this is former nfl wide receiver irving fryar in his latest role, preaching the holy word. >> the house where the spirit of god saves insaturates souls. >> reporter: so why did we find him in new jersey state court where he could be benched for five to ten years. prosecutors say you orchestrated an elaborate scheme worth hundreds of thousands of dollars with your mom. is that true? that's right. fryar and his 72-year-old mother

charged in a scheme to rip off banks. >> he's already said he's a different man. and that's the only excuse. look, the jury will make a determination. i feel confident in our proof. >> reporter: fryar played 17 nfl seasons on four different teams. the years loaded with trouble. from drugs to gambling to boozy fights. even allegations of domestic violence. but that was then. now the 51-year-old spends time at his house of god. but investigators say they caught him and his mother, aileen mcgee, in a plan to get rich quick. >> john hoffman. >> they used her property. it was only worth about $140,000. >> reporter: according to investigators, the mother and son team used mcgee's house in willi willingboro, new jersey, to defraud banks. here's how it worked. the a.g. says they applied for five home equity loans over a six-day period on the house. and get this, four of the closings went down in just one day. fryar's mom rushing to sign

documents at three closings in new jersey. and then crossing the river to philadelphia for the fourth. for a total of more than $700,000. >> you've got to hustle to make this scheme work. >> reporter: the hustle so fast, the banks had no idea that other banks were loaning money on the same house. until it was too late. was it tough to pull off? >> no comment. he's not guilty. i'm telling you he's not guilty. >> reporter: now fryar is playing defense, claiming he's not the scammer. but the victim of bad advice. and he points the finger at this guy, william barksdale. can we chat about the financial advice you were handing out to fryar? >> no. >> reporter: investigators say he was at the center of the scheme. >> he's the one with the information and is spreading it around. >> reporter: barksdale admitted to giving so-called financial advice to five people. you pocketed a lot of cash. where's all the money? >> i didn't get any money. talk to my attorney. >> reporter: in your mind, could fryar have been tricked into this? >> when you've got a situation in which you're using the same property on the same day to take

out loans that are half million dollars more in total than the property is worth, how can you not know? >> reporter: according to federal investigators, barksdale will testify in fryar's state case if called by the prosecution. what do you think about what barksdale might say? anything to say about that? >> we'll talk about him in court. >> barksdale already pled guilty in a million dollar mortgage scheme and he's counting down the days before going off to prison. fryar pled not guilty he's due back in court next month. we'll, of course, keep you posted on all of this. back to you. >> andrea, thank you very much. cnbc, as you know, celebrating our 25th anniversary. and to commemorate it, we've released our list of the most influential men and women in business in the last 25 years. "mad money's" jim cramer will join us. he says five companies on that list should be on your radar and maybe in your portfolio. jim cramer joins us to explain why coming up next on "power lunch."

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welcome back. check out monster worldwide, the online employment agency having a horrific day here. the company's posting slightly

weaker than expected first quarter profits pressured by a 9% decline in overseas sales and double its normal trading volume. the stock has lost a fifth of its value. now, the stock again losing one-third of its value since just the beginning of march. so a very, very tough day for monster. back over to you, sue. >> thanks very much, dom. let's go uptown to the nasdaq and sheila who's following what's going on there. hi, sheila. >> you know that saying that april showers bring may flowers? well, we're seeing a little bit of bloom here at the nasdaq. we are outpacing the other markets today, up about 0.3 of 1%. but we are off session lows. we are seeing very good upside action in all the names that have been selling off over the past several weeks. biotech, for example, the index is up over 1% today. large cap gilead is leading the way but check out merrimack pharmaceuticals. this is a small cap company but getting a huge boost after one of its cancer drugs got positive results. internet names, yelp had those positive results, helping out the group you can see groupon, pan dodora, all higher on the d.

sue? >> thank you very much, sheila. appreciate it. ty, up to you. thank you. the justice department reaching a settlement with ebay, keeping the company from entering agreements restricting employee recruitment. executives at ebay and intuit. this has become a big issue for the high-tech community. several big firms have been accused entering into similar deals that restrict the movement of high-tech workers. the justice department issued a statement saying emtb ing ebay' agreement distorted the labor market and caused employees to lose opportunities for better jobs and higher hpay. sue? speaking of pay, sometimes iron fists in a velvet glove is the fastest path to victory. warren buffett said he didn't want to kick up too much of a fuss with the board.

take a listen. >> we abstained because we didn't agree with the plan. we thought it was excessive. and i love coke. i love the management. i love the directors. but so i don't want to vote no. kind of un-american to vote no at a coke meeting. i didn't want to express any disapproval of management, but we did disapprove of the plan. >> apparently, though, mr. buffett put the screws on a bit tighter behind closed doors with ceo and lo and behold coke says that they are now rethinking that plan. so how did buffett do it? and let's get insight now from executive compensation expert brent longnecker. welcome, brent, to "power lunch." nice to have you here. >> hi, sue. great to be here. >> talk to me about this. mr. buffett being a very large shareholder in coke and a very high-profile guy said he's generally satisfied. they like the people over at coke, but he didn't agree with

the plan. how common is it for this type of negotiation to take place after the meeting is done? >> probably more common than we really think about, sue. again, mr. buffett's an interesting person in that he didn't want to cause any problems at that program. he wanted to talk to management afterwards and he did a good job. it's a whole lot easier to do it that way than to be an antagonist like a lot of people out there. we have to applaud him for how he did it. >> does it put mr. kent in a difficult position because he's trying to retrain and retain talent in an environment that has been challenging in some sectors of their business for coca-cola? >> absolutely. and i think that's one of the key issues is that investors sometimes don't know what it's like to be the ceo. and with coca-cola being down a little bit right now, the fact is is they're known as a great training ground for other companies, not just competitors

of theirs, but all across the world. and so he definitely has to retain that talent. and that's the reason why that plan is put in the way it is. and he's got to use that to the best of his ability to keep those people and keep them focused long term for shareholders. >> so how does he gracefully take back that compensation plan and reintroduce a revised plan? >> another great question. there's a couple things that they could probably do. they could probably tinker with the mix a little bit. right now they've got 40% in the form of performance units and 60% in options. and options are incredibly dilutive. they might want to play with that a little bit. they might also want to introduce the concept of restrictive stock which is a very retentative device out there. and then they need to look at how far down they are going down the organization, and do they need to go down that far? because at certain levels sometimes appreciate don't appreciate options the way the upper levels do. >> absolutely. we'll leave it there. thank you. brent longnecker, appreciate it.

ty? cnbc is celebrating its 25th anniversa anniversary. we've released our exclusive list of the most influential men and women in business over the past 5 years. and in just a moment, jim cramer will join us. he's going to give us his take on the list. >> i've gone through these people, figured out who can make us a profit. the 25 got it. the 25 men and women are incredible. but i break it down for who are the five and then i've got one for good measure, who are going to be worth betting on. jockeys and horses. >> sounds good. we'll be right back. we will join jim in two minutes' time. huh, 15 minutes could save you 15% or more

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15 minutes could save you 15% or more. today is thursday [ maltoday, we greet you. treat you. care for you. today, you can come to cleveland clinic for anything, everything or just to get that "thing" checked out. big, small, and yes, the best heart care in the nation. it's here everyday, for everyone. that's the power the power, that's the power of today. cleveland clinic. call today, for an appointment today. last night cnbc celebrated its 25th anniversary. we rang the closing bell here in the house. we're celebrating with a list of 25 rebels, leaders and icons. but who of the 25 are the most bankable, the ones who might make you money over the next maybe 25 years, maybe sooner? "mad money" host jim cramer joins us.

you looked at this list on your program. >> right. >> and identified six off the list who might be worth some cash. >> right. before i say it, i think we did a monument job. i love the sociology of the list you put together, where people went to school, humble background. i also wanted to infuse "mad money"ism here. howard schultz, his stock is down a bit, yet he's doing everything right. he's been completely bankable. his whole career when he stepped aside is when the company had problems. he's back. he's doing mobile and media. >> and the payments business is potentially -- >> yeah, i think it could be worth -- >> a famous business with a coffee company attached. >> could be worth $10 billion, $15 billion. >> huge. >> remember, they're serving beer and wine. i mean, everything's really cooking for them. >> yeah. >> he is, in his dna, sue, he is an entrepreneur. i think that's one of the things

that makes you happy. >> and he's not -- he's not afraid of failure either. he's not afraid to try something. and if it doesn't work, jim, he reworks it until it does work. i find him incredibly interesting to watch and very inventive. >> you're totally right. i mean, one of the things that he's done is he admits defeat at times. and i love that. because he's humble. he's at all times humble. look, he tested this beer and wine in a bunch of stores. he didn't just roll it out, but he didn't like his food. so he got rid of the food, brought in new food. he's always willing to tinker to get it right. >> it's the product that matters to him clearly and the employees. >> that's most important. >> he's been very forward on that. number two, mark zuckerberg who's an interesting -- stock is up today. their advertising business moving nicely. >> okay. so what happens here? it got caught up in the momentum vortex. a lot of people felt that we were valuing things on sales. can i just tell you that this company is one of the cheapest stocks, if you use 2016 earnings? it's making a lot of money.

i'm on a twitter call yesterday. they're making a lot of -- time lines over tweets. no, how about money! zuckerberg likes money! it's a great way to judge a company. how much money does it make? he is old school in his own way. >> so you're looking out not to 2015 but 2016. >> the ramp for earnings is so fabulous. and people are upset about what's app. i'm not going to doubt this guy. he came up with something i know i sure didn't. >> absolutely. sboo what's his motto? move fast and break things? there we go. >> i think, look. in the end he's a genius. it's okay. listen, did we know jobs was genius? yes inspect gates was a genius? yes. this guy is a genius. it's okay. we can anoint him now. >> moving on to the google guys -- excuse me, the larry ellison. >> i like ellison. is he going to do the clippers? wind sailing? he's a competitor. and a lot of people feel he's dropped out of running oracle day to day. give me a break.

he is on it like a champ. this stock has doubled since mark hurd came. almost doubled. but the important thing is here, this company still sells at a very low market to blow the s&p market. you know, s&p stock sells for 17. this sells at around 14. you're getting ellison for a bargain. i don't think he likes that. i think he wants to take himself to a premium. stop worrying about if he buys the clippers. he has like a wallet. i'll take the clippers. >> write a check. >> oprah. these people all have enough money to be take the clippers out from their atm. >> let's move to the google guys. what do you like about them? >> absolutely. >> first of all, yeah, the quarter wasn't so hot. okay, okay. back out the cash, this thing is selling below market. these guys are competitors. maybe they paid too much for nest. all right. hey, listen, it's not that gate great an acquisition so far. i will say this. when i see earnings the way they make them and when i hear on the conference call that they are going to do mobile right, a lot of people didn't believe

zuckerberg. i trust google to get mobile right. they will. it's a big moneymaker. >> and they like to make money, too. they're in the money, too. >> i got the guys who are really into money. >> and you like to watch what buffett says and what he does. >> yeah. there was a critical article about three weeks ago in the papers. i won't even single the guy out. said buffett's style has gone out. you know what? that's when you always go in buffett because he doesn't have -- he's not fashion. >> yeah. he's anti-momentum. >> right. >> right? >> i think in a diversified portfolio, he's given you his own diversified portfolio. look, he's a great man and a great investor. and he has a stock associated. what's the matter with picking some you up? >> right, if you can afford it. >> yes. carl icahn, i thought i had to put him in only because he's got the midas touch. when he buys something, if you can get it rather quickly, don't wait until herbalife goes too quick. look at apple. do you think that apple's quarter didn't directly reflect

a lot of icahn's thinking? go over the conference call and you know it did. >> you absolutely know it did. jim cramer, thanks very much. always great to be with you. >> congratulations on all your fabulous work. >> jimmy, nice to see you. all right. now, we don't want to miss "shark tank" on cnbc. the sharks talk about their best investment. we've got a sneak peek on that coming up for you next. and no tank for this shark. oh, my god, take a look at that. it's a 16-foot whopper. we'll show you that picture again. get out of that boat and get onto shore. "power lunch" is back in two. the conditions in new york state are great for business. new york is ranked #2 in the nation for new private sector job creation. and now it's even better because they've introduced startup new york - dozens of tax-free zones where businesses pay no taxes for ten years. you'll get a warm welcome in the new new york. see if your business qualifies at startupny.com

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over the next few weeks, cnbc is taking a deep dive inside the series "shark tank." we've asked all the sharks to weigh in and share their best investment so far. first up, mr. wonderful himself, kevin o'leary, and what some folks in boston might call a wicked good deal. take a look. ♪ >> the best deal i ever made on "shark tank," no question, was wicked good cupcakes. >> i was wicked excited. >> i felt like i was going to faint. >> the team, tracy and danny, mother/daughter team. >> we own wicked good cupcakes. wicked means very good. a new england expression. it was very exciting. but it was also really nerve-racking. we knew we had to have our numbers and our facts straight. >> we're here today seeking

$75,000 in return for 20% equity in our company. we received tons of requests to ship our cupcakes nationwide. it was a big challenge, though, trying to figure out how to keep them fresh and intact. that's when we came up with the idea of shipping them in a jar. >> basically, they appeal to anyone with a mouth. >> why would anybody ship a cupcake in a jar? that was my first thought. it costs a lot. it makes it heavy. it's expensive to move around. and then i tasted it. >> that is one damn good jar of cake. >> i liked the fact that the icing is so rich, you'll die. it's just all the bad stuff for you, and that's what's so great about it. it's america in a jar. >> i'm out. >> i'm out. it's really not a fit for me so i'm out. >> kevin was the last, actually, we thought who would invest in us. >> come on, mr. wonderful. >> i'll give you the $75,000. i don't want any equity. i want a dollar from every jar. >> a dollar? >> i was worried at first. >> don't do a deal that could

cripple your business. >> i want a dollar from every jar until i get my $75,000 back, which means you have to sell 75,000 jars. all right? and then it to drop to 50 cents in perpetuity. >> kevin offered us a royalty deal and we negotiated 45 cents a deal. >> 45 cents, you have a deal. >> come to mama! >> the royalty deal is great because the more successful you are and the more you drive up your profit, the less percentage you pay back to the investor. >> i got all of my capital back in 72 days. all of it. and every month from wicked good cupcakes, i get between $20,000 and $50,000. it's been a return beyond anybody's dream. they took it from $15,000 a month in sales to over $300,000. this business is earning $3 million this year. a moment on the lips, a lifetime on the hips. that's my motto for this business, but it's so good, you can't stop eating it.

>> wicked good cupcakes make a wicked good deal. >> every time i have a bite, i think about my check. >> all right. take a swim with us this month to see if the rest of the sharks' best investments are only on cnbc. and breaking news, now to kate kelly. kate. >> thanks so much, sue. i'm just looking at third point's first quarter letter just out today, may 1st, from the noted investor who's really gotten notice in the last couple of years with terrific performance. he's speaking of the first quarter, says that he thinks harsh weather caused the economy and earnings to falter. he also thinks that janet yellen's comments on the rate hike worsened the tone of the markets. he thinks we're drifting into a stock picker's market and that it was overly optimistic third point concluded. david einhorn, third point uses the word certain sectors were exhibiting bubbleicous

valuations. he thinks dow is underearning. has an unconvincing integration strategy. on the flip side, he still likes softbank corporation even though it was one of his worst performers in the first quarter. finally, they look to be adding to their portfolio in commercial mortgage-backed securities as well as in europe generally. they're looking to seek assets from european banks, sue. so those are a couple of areas where he sees i had ydiosyncrat opportunity. he says you're going to have to do your research, though. >> as always, kate, thank you very much. >> thank you. let's see what's coming up at 2:00 p.m. eastern time on "street signs." >> hey there, sue. really eyebrow-raising report saying one-third of people signed up for obamacare have not paid their first month's premium. just how true are the figures? we'll find out. are you a millennial? will the housing boom and bust make you less likely to want to buy a house? all the stats on how changing demographics are changing the landscape for the housing

market. also herb's found a company that really can blame the weather for its earnings. "power" is back in two. see you at the top of the hour. ♪ [ banker ] sydney needed some financial guidance so she could take her dream to the next level. so we talked about her options. her valuable assets were staying. and selling her car wouldn't fly. we helped sydney manage her debt and prioritize her goals, so she could really turn up the volume on her dreams today...and tomorrow. so let's see what we can do about that... remodel. motorcycle. [ female announcer ] some questions take more than a bank. they take a banker.

make a my financial priorities appointment today. because when people talk, great things happen.

at the low of the day for the dow jones industrial average, we're now off about 47 points. s&p is off almost 3.

but the nasdaq and the transports are doing quite well today. the ten-year note, the yield is 2.95%. that's the low of the day for the ten-year yield. >> that yield is surprising to me. that will do it for "power lunch." >> see you tomorrow. "street signs" begins now. starting to be a bit of a volatile day. in fact, we've got the jobs number tomorrow, and the dow is down about 50 points. the economy is starting to tell us something perhaps wicked this way comes. hi, all. we hit a record high earlier but maybe getting nervous playbook ahead. the one market sector that is looking like dark clouds, and mandy, everything that you wanted to know about housing but were no doubt too afraid to ask. let's take a look at those markets once again, shall we? we're slightly lower on the dow and s&p, but that was after the dow closed at an all-time high yesterday. folks, it'sot