things out. >> the regionals have gotten hit harder. we actually added suntruth. >> final trade. >> hadn'tman. >> akabai, long. >> esf, sticking with it. we'll seal you back here tomorrow. "power lunch" starts right now. halftime is over. "power lunch" and the second half of the trading day starts right now. >> scott, thank you very much. the bond market and stock market tell investors two very different things, which one is right? and when? and how will we know? just before the summer season kicks off gasoline prices suddenly take a dive. we'll tell you why, and retail meet remodeling. investing for success. we're going to take a lock at this fast-changing sector. today our focus is on the department stores, the appliance stores and the special stores. where will you get the best return for your investing dollars? first, though, let's check in with sue who's down at the new

york stock exchange. >> we're going to start with the markets, ty. the nasdaq has had a great performance so far. we put that at the top of the board right now up 0.6 of a%. the dow is negative by about five points. the s&p is up a quarter of a%, the transports up about 50 points, and the russell to 00 up two thirds of a percent as well not a bad start for the week. >> there wasn't a lot of positive catalyst. sometimes just -- we didn't have any negative catalyst. >> that's enough just to move the market. i think we had some selling out of europe. we deli -- see that spike up? that was the european close. as europe closed, the market spiked up. what's important here is the small cap, the russell 200, put up the board, the russell 2000 is leading. look here, over the s&p 500, that hasn't been story for a long time, and more importantly,

sue, the right things are leading, internet content names, for example, so your zillows, pandoras, yelps, linkedin. those are leading. biotech, not only is biotech up. it's stabilized. that's the sbi, a bask of all the big biotech stocks. for the last essential three weeks, we've been sideways. that's a very, very good sign for the markets. it tell technical people that the selling is finally exhausted. the airlines are all up. >> we're talking about higher ticket prices thrng. >> they they they have pricing power, which is good news. thank you, bob. >> the ten-year is the story we've been following. right now it's holding at 2.51%, a bit longer look at the chart right now. a lot of people wonder whether or not we're stuck at 2395% for the near future.

what do you believe? stocks near record highs? or the bond market i'm with craig columbus, c oeismt of first allied management, you are a bid bearish. good to see you in person, and jerry castellini is here from arc management, more bullish on the market. craig, i'm going to start with you. what makes you carb? >> so i think it's significant that we held the lows on the small cap and nasdaq. if you look at the ten-year, the fact that the bond market is signaling slower growth. last year we broke to new lows on the yield even though we had no geopolitical headlines. it's interesting toss the bond market is signaling slower growth. >> jerry, what about that? there are a lot of people down here debating which market has it right, equities or fixed income. >> no question the bonds will tell you something long term about growth, but they also tell you a lot about inflation.

i don't think it's impossible to have an environment where bonds are signaling, you know, relatively low, 1% to 3% inflation, yet at the same time a good sturdy 2 to 2.5, even 3% economic activity. the stock market will follow even particularly at these valuations. stocks will follow the prospects for 3% economic growth, because that's high single-digit earnings, with low inflation, you need to add valuation to the market, you need to drive it towards 17, 18 times. >> so where are you putting cash right now to work? >> so i think you can stick with the corporate and high-yield bonds. it's a crowded trade, but the default risk is very low, and the risk that the big spike in yields is low. i think the things that produce income like bonds, and reits, i like emerging market stocks and bonds because the momentum is starting to pick up, roughly 34

elekds in the emerging worlds this year, produce a better government, new governance. i think that's a good catalyst. >> i would agree that emerging markets are probably washed out. we think the better way to play that is with basic u.s. and global energy names that will benefit from accelerating demand, petroleum and related products. those stocks are very expensive. >> i also like technology, for sure, and go back to these industrials, the united states had way too much comparative advantage in so many areas, you want to let the industrials run out the hand and really make them part of your portfolio. >> thank you, guys, nice to have you down here on the floor with you, craig. come back soon. dom chu? >> check out what's happening with lifelock, it's getting hit heart. the fraud afterward this

temporarilily suspended lemon wallet, the reason, it says that certain aspects of the app. failed to meet payment card security statistics, and that stock is down session lows about 18% to the down sigh, tyler, back over to you. >> dominic chu, thank you very much. gasoline futures down almost 3%, prices at the pump also falling. i sure noticed it over the weekend. jackie deangeles is live at the nymex. >> good afternoon, tyler. it is good news before memorial day weekend that the retail prices are declining. according to the lundberg survey we both 3.5 cents in the last two weeks alone, average now 3.68. prices were rising quite quickly. we saw prices rise 43 cents, according to this lundberg survey. that is a steep decline. you can see the reflects in the

r-bob chart right there. what's contributing to the falloff. the first is that the market is adequately supplied. in addition to that, the refineries are already switched to the summer blend, so they passed that price onto the consumer all right. last time at this year, gas prices were only three cents higher, but traders are say proceed with caution. memorial day weekend is just the start. the peak is july 4th. we could see the prices creep up from here. >> jackie, thank you very much. pepsi shares pops in the last three months. sarah eisen just spoke with the ceo indrid ndoyi. >> pepsi's big launch was this weekend high design and technology. for investors, the goal is for pepsi to grow in restaurants,

movie theaters and of course to compete with coca-cola. >> food service a a growth area for pepsico. we were not a major player in foot service, now we are becoming a major player, now we have the equipment inoy investigation to back up the food service plans, but the single biggest weapon, which has not been explored fully is the marriage of beverages and snacks. >> nooyi says it will also bring enthusiasm, but it's also good growth of non-carbonate d drink, diet beingly enough isn't an option, so i asked why people aren't drinking diet drinks like they used to? >> it's a big mystery, three or four years ago we never thought it was so out of favor as it is today. i think people are wondering what the issues are with artificial sweeteners, which i don't believe there are any

issues, but people are just concerned. >> now rival coca-cola has its freestyle machine. what you're looking a is the first look at what it unveiled this weekend, that is the countertop version of the freestyle. coke says all right about 20,000 machines on the market at burger king and others. now pepsi is hoping to make a dent in that with the sleek design and new flavors. this is the old-school soda wars, but this time, sue, it is the soda founding wars. >> it looks really cool. i can't wait to try it. >> it sort of looks like an apple product. >> it reminds me a lot of that. >> appreciate it, sarah. >> sure. there's more damning news coming out on general motors regarding who knew what and when they knew it in connection with the company as massive recall. the stock is down some 5% in three months. phil lebeau has more. >> hi, sue. what we're talking about is gm's internal investigation.

they are moving towards the end of that investigation, and increasingly we're hearing that the focus of this investigation is on higher-up executives and also executives in the legal department, what did they know specifically as they cases were being worked out about the faulty ignition switches, what did they do? in particular after the deposition of this gentleman right here, an engineer at general motors, in that deposition it came out that there had been a switch change made without a part number applied to it, and the question came up -- what did the legal department know? and did they alert other executives within the company? this specifically has to do with this gentleman, michael mill i kin, general counsel, and you would think some of the questions would go high up in his department did the information go from that deposition? and were other executives alerted about the change in the part? this issue came up last month at the senate hearings for ceo mary barra.

listen to senator clair mccaskill asks ceo mary barra about gm settling these cases. >> i'm saying, as the ceo of general motors, you have not had a briefing by your general counsel about the litigation that is ongoing against your company concerning this defect? you've not had that conversation? >> i've been focused on getting the parts for customers. >> we would like to know how many cases have been filed. we would like to know how many cases have been completesed, how many are settled, and most importantly, how many of those required confidentiality? how much whack-a-mole has been going on? in terms of leverages what a lawyer wants to do with their client, with the requirement of secrecy. >> those questions at the heart of the investigation. shares of gm over the last month. we've been told that the internal investigation is

nearing completion. by the way, when it is finished, sue, it will be shared with the national highway traffic safety administration. that's part of the agreement with the settlement reached on friday. back to you. >> a very complicated story. phil, thank you. that's why everybody should watch "failure to recall." it reairs tonight. that's phil's excellence documentary. it airs at 10:00 eastern and pacific times right here on cnbc. you don't want to miss that, right, ty? >> absolutely true, sue. retail remodel investing for success. these a sector in the midst of a lot of fast-moving changes, and our goal to try to tell you where the sector is moving and where investing may be in fashion. today three analyst from three key parts of retail are here. we're going to talk about department stores hard-line retail, furniture, appliances, sporting goods, then those special stores. shoppers more fin icky than

ever. how can you make some money? "power lunch" is always in fashion. we'll be back in a few minutes. . [ female announcer ] there's a gap out there. that's keeping you from the healthcare you deserve. at humana, we believe if healthcare changes, if it becomes simpler... if frustration and paperwork decrease... if grandparents get to live at home instead of in a home... the gap begins to close. so let's simplify things. let's close the gap between people and care.

♪

welcome back to "power lunch." disney is raising ticket prices at disneyland to $96 for a single-day pass. the company usually waits until school lets out before hiking the annual prices. this year it got ahead of the memorial day weekend. last february they hiked prices to $99 at disney world in

orlando. the $100 price level can't be far behind the tyler, back over to you. last week walmart, kohl's, this week more retailers. wednesday day reports including target. that will be closely watched the year to date the retail sector -- i'm so used to saying s&p 500 -- down almost 15%. we're going to spend time over each of the next three days trying to get you ahead of the trade. we're calling it retail remodel, investment for successes. course any reagan our retail reporter is here. mass voss from jpmorgan specializing in department stores. and susan anderson sass her eye

on special stores. courtney, welcome. >> thank you very much. this is a fun thing to do. some are doing great, some are not. matt, let's start with you, technology can be a game change er who is getting it right? >> i think the costs of doing business are rising today clearly. i think you have to have brands. i think you have to have relevance, and you really have to have the really in-store experience to get that bricks and mortar on, in my space i think macy's is doing it right. the other winner i think is nordstrom. >> how about you, anthony? who is almost there, but not quite yet there, but someone you might want to be watching? >> two companies definitely watching are restoration and williams sonoma. they've been ahead of the game in terms of developing the e-commerce channel. all their merchandise is almost

exclusive, and one company we think you should keep an eye on is best buy. they have been investing very aggressively in the e-commerce command over the last couple years, the cfo used to be the cfo of williams sonoma, so we don't think that's a coincidence. >> susan, you put out a hefty report on omnichannel, the anderson's -- so what do you think about omnichannel in your space? >> i'm focused on omnichannel. i think it's the only way they'll getting their margins back. the one company in my universe that's ahead of the curve is chico's. the reason why it's so important is there's the multichannel multiplier. that means the consumer spends three to six times more than the single-channel shopper. so that's why it's so important. i think that chico's is on the verge of benefiting from those, similar to what in order symptom did. >> when you say multichannel,

you mean any way i want to buy anytime anywhere? >> that's what the consumer is telling retailers. >> not just in the store, you have to have a presence in each space. why is it in retail that maybe even more starkly than in any other sector there are winners, then there are distinct and decisive loser. why do you think that is? >> i think that's a great question. the bottom line to me is organic traffic. whether you can drive it whether it's in-store or online, that's the winner. to me it comes down to brands and relevance. in the stores it's going to come down to the experience you can drive. we had a lunch with general growth properties about a month back, and i'll tell you, it sounds like they're looking at about a third reduction in malls longer term here. as you think about what's going to fall out here, i think you're going to have very clear few winners and i think a lot of losers in the mall. >> what about this cost

structures, malls and big stores are expensive to run and maintain. who's nimible, who's not? >> i think you have a large store base. i agree with matt. a lot of that drafl it's not coming back. you know, there are way too many office supply superstores. staples will close about 225 stores or so over the next couple years, office depot merged with officemax. they're going to close about 400 stores. there's a lot that still needs to happen. as this business shifts online, you just don't need as many retail stores. >> susan, you've got a couple name stocks you think could double. can you run us through the logic? >> the one we're looking at is children's place. i think they can double their earnings power in a few years. this is all being driven by

systems, basically running on systems from the 1990s. they throw a bunch of inventory on the stores and hoe it sells. markdowns, et cetera. this should get them to the margin levels of their competitors about a 300 to 600 basis point difference. >> your face in your space were williams sonoma and restoration? did i hear you right? >> those are two of my favorite stocks. we also do like best buy. >> maybe even especially since it's come down? >> had a great last year, had a tough -- had a tough holiday selling season, and, you know, the stock is old off. >> and your faves were nordstrom and macy's. >> macy's and in order stromts in the depend stores. i think you should by looking at some of the athletic retailers as well. we like nike, food locker, and to switch gears at the low end.

>> you think of it as a retailer not a manufacturer? >> i think nike is on the branded sigh. i think that's your winner. i think that's one of the opportunities here where i think a brand as they expand via online as well as with the retail stores, i think a nike can win on both sides. >> court, great to be with us. tomorrow on "power lunch", he's become known in the industry as one of the best stock pickers in retail. we'll get some names from durbin capital's david berman. the justice department making an unprecedented move. these are high-ravens people in the military they're going after. what should and what can the u.s. do about it? see which american companies are targeted, and how the u.s. could make china pay? next. next. e moving our company to new york state. the numbers are impressive. over 400,000 new private sector jobs... making new york state number two in the nation in new private sector job creation...

with 10 regional development strategies to fit your business needs. and now it's even better because they've introduced startup new york... with the state creating dozens of tax-free zones where businesses pay no taxes for ten years. become the next business to discover the new new york. [ male announcer ] see if your business qualifies. become the next business to discover the new new york. 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. peace of mind is important when so we provide it services you bucan rely on. with centurylink as your trusted it partner,

you'll experience reliable uptime for the network and services you depend on. multi-layered security solutions keep your information safe, and secure. and responsive dedicated support meets your needs, and eases your mind. centurylink. your link to what's next. tdd#: 1-800-345-2550 can take you in many directions. spark your curiosity tdd#: 1-800-345-2550 you read this. watch that. tdd#: 1-800-345-2550 you look for what's next. tdd#: 1-800-345-2550 at schwab, we can help turn inspiration into action tdd#: 1-800-345-2550 boost your trading iq with the help of tdd#: 1-800-345-2550 our live online workshops tdd#: 1-800-345-2550 like identifying market trends. tdd#: 1-800-345-2550 now, earn 300 commission-free online trades. call 1-888-628-2419 or go to schwab.com/trading to learn how. tdd#: 1-800-345-2550 sharpen your instincts with market insight from schwab tdd#: 1-800-345-2550 experts like liz ann sonders and randy frederick. tdd#: 1-800-345-2550 get support and talk through your ideas with our tdd#: 1-800-345-2550 trading specialists. tdd#: 1-800-345-2550 all with no trade minimum. and only $8.95 a trade.

tdd#: 1-800-345-2550 open an account and earn 300 commission-free online trades. call 1-888-628-2419 to learn more. tdd#: 1-800-345-2550 so you can take charge of your trading. welcome back to "power lunch." leading the group is johnson controls, which will sell its auto interiors business. with the unit of china, saic motors. now there's delphi, which is being added to the best ideas list over at morgan stanley. goodyear title as well. back over to you. >> dom, i will tame it.

shares of worldwide wrestling trying to recover appear getting body slammed last week. shares down almost 40% in two days alone. the company set up a conference call with analysts today. morgan brennan is live today. the street just hates this stock. >> yeah, the puns are endless right now, sue. the wwe hosted a last-minute call this morning. it was meant to in the story of the ceo clear up programs a degree of misunderstanding. that misunderstanding saw shares fall. stripping mcmanual of his billionaire title as he personally lost some $350 million in net worth. why is the stock getting smacked down? it's the new wwe network, that the company launched last quarter, so news of the o telepho tt

service -- early numbers was not as good as the street had hoped. that started the sell-off. flash forward to friday. wwe announced an increase in tv rights views. estimated at about 50%, so decent, but not even close to the triple-digit increase expectation from the street. on the call today, mcmanual frankly acknowledgic that the launch of the wwe lightly hinder tv negotiations. >> i think it definitely had a negative impact. how much of it i don't know. the other amerit is if we didn't come out with a network, if we did it would take us another year. the company had initially said it would need to hit 1.25 steady

survivors to not cannibalize its business. sue, back to you. >> morgan, thank you very much. we'll watch that stock for the rest of the day's trading session. the first time the u.s. has ever leveled such criminal charges. scott has more on the cybercrime charges. here's attorney general eric holder. >> this administration will not tolerate actions by any nation that seeks to illegally sabotage american companies and undermine the integrity of fair competition in the operation of the free market. >> the companies include names you know, alcoa, which claims no

material information was compromised, westinghouse, u.s. steel, which declined to comment, as did allegheny technologies, the united steelworkers union. and solar world. the five defendants were all part of understand 61398, allegedly the most prolific -- operating from a nonsdrib building in shanghai. accusing the u.s. of inventing facts. a spokesman called for the u.s. to withdraw what he called the so-called charges, sue? >> scott, stay with us. let's bring in our panel, software pioneer, as scott mentioned his report. he did indeed cash it redhanded,

and investor peter chironen, author of becoming china's bitch, peter believes it's high time that espionage rules are finally being put in place. kevin, i'm going to chart with you. >> last year in february, we released a report that showed that we responded to 141 victim companies. the way we were able to catch the chinese actors that are even mentioned is in fact they maid operational security mistakes. >> is sounds like they aren't quite as good at hacking as perhaps many say they are. >> peter, let me go to you. you say it's high time that these rules and regulations get put in place to try to prevent

this, but does china have to abide by them? >> i think you have to think about boundaries. anywhere you look. or petroleum in individual nam, or with the fill phoenix and fishing rights, china respects and understand boundaries. it's time for us and i'm thrill we're getting or messaging clear, saying to the chinese that using military to do cyber-spying on our companies is a no-no and we won't september it. i think it's a great place to start the dialogue. >> what recourse does the united states have? what can they do about this? >> that's a good question. this in a lot of ways is imbowlic. clearly they're not going to come to the u.s. to answer the charges. the chinese statement was enough

evidence of that, but basically what it does is lays out what the u.s. knows, a business more about what the u.s. knows. the china's government is on notice. the danger, of course is, does this sent them underground, or have they been called out? that's essentially what this indictment does. >> i think this was the logical next step. three to four years ago. the head said. >> we know it leads you to the front door. we didn't see any reaction to the exposure, though, we saw that after they were publicize are sized in the front page of "new york times," kind of dissipate their action for only approximately 40 days. they're back, here to say, this is the logical escalation. >> so peter, where do you think this goes next?

you have the final word. >> absolutely. i don't think we'll have a conscious uncoupling right away. everything used to be a cyberattack. now we are drawing distinctions cyber-espionage, cyber-spying, these sophisticated signals can say we'll come after you, and i'm glad we're teak the step. thank you all. big news for the horse trying to become the first triple-crown winner. we'll have that. a unique company called go pro. it gets set to go to wall street. pros, cons, and the camera, the big money behind all of it. plus advice on whether you should go buy go-pro, when indeed you can. coming up on "power lunch."

ameriprise asked people a simple question: can you keep your lifestyle in retirement? i don't want to think about the alternative. i don't even know how to answer that. i mean, no one knows how long their money is going to last. i try not to worry, but you worry. what happens when your paychecks stop? because everyone has retirement questions. ameriprise created the exclusive confident retirement approach. to get the real answers you need. start building your confident retirement today. life with crohn's disease ois a daily game of "what if's". what if my abdominal pain and cramps end our night before it even starts? what if i eat the wrong thing? what if? what if i suddenly have to go? what if? but what if the most important question is the one you're not asking? what if the underlying cause of your symptoms is damaging inflammation? for help getting the answers you need,

talk to your doctor and visit crohnsandcolitisadvocates.com to connect with a patient advocate from abbvie for one-to-one support and education.

california chrome's quest for the triple crown lives on. new york racing officials have decided that all horses will be permitted to use nasal strips at the belmont stakes. the practice was previously banned in the state of new york, and called into question whether

california chrome would start. the 3-year-old thoroughbred wore those strips during his wins this year. >> what a beautiful horse. >> that is a beautiful horse. >> it would be the first time in, what, 36 years? all right. sheila is at gnash dab. >> the horses here are doing pretty well here. traders i've been talking to, and so the bulls are seeing an opportunity dots back in. that's definitely one of the biggest movers here. right now around 606 a share. google moving big time to the up side, both of those stocks right here at tech-heavy index. i wanted to mention the chip

stocks. altera, texas instruments, all getting a nice boost today after a bullish note here. tyler? >> thank you very much, sheila. to rick santelli out in chicago at the cme. hi, rick. we're seeing a smidge, just a smidge of steepening today, with 2, 3 and 5-year yields a bit below, just several base points below where they settled. as you look at the intraday it's virtually unchanged. open that up, we're hovering at ten-month low yields. yes, i know we had 249 sentiment, we're at 251. we'll call it a zone. let's open a chart up on bund yields for one year, almost precisely to the day one years since they've been in the low 130s zone. the last chart is the dollar/yen. we've been on and on about how it correlates to ten-year rates. a sentiment we haven't seen since early february.

thank you very much, rick. all right. let's look at shares of pfizer and astrazeneca. right now pfizer shares up a full percent, astrazeneca is down 11.5%. the british drug maker rejected a sweetened and final takeover bid that valued the company at $118 billion. extra would present significant risks for shareholders, end quote. pfizer had hoped to create the world's largest company, but with a tax base in britain where corporate taxes are lower. pfizer said it would walk away from astrazeneca did not no accept the deal, which under law would have to be completed by may 26th. sue, thank you very much. shares of directv and at&t both a bit lower right now knowledge news of that mess amerger, but a clause involving sunday football in the agreement could lead at&t to call as audible on the deal.

dominic chu has the details. this is the linchpin, isn't it? >> folks like rich greenfield would say this is a huge, huge linchpin. that blockbuster deal, $49 million is all about pro football. so why or how do you say it? today's deal hinges on directv renews the nfl sunday ticket. some people may subscribes in our viewership. for football fans like me, the important is pretty evident, but for nonfootball fans here as the skinny directv has the exclusive rights to air every out-of-market sunday game during the season. it's the company's crown jewel and the biggest draw in attracting new customers. now language in the merger agreement between at&t and directv allows for at&t to back out of this deal if directv is not able to secure a renewal of that sunday ticket broadcast right with no breakup fee. rights which expires, by the way, tyler, at the end of the season the so directv has said

it expects the deal to be reached at the end of the year. according to rich greenfield, what investor should be on the watch for, who would want to derail such a deal? he says that the question for the rest of the telecom and media world is do you really want at&t, already one of the nation's biggest advertisers, to be able to add the nfl to its advertising arsenal. if directv does not renew the sunday ticket, a deal could still be done, but at a lower price. remember, at&t, mobile, broadband, this kind of stuff here, you can watch directv, watched the sunday ticket on your it couldlet, which is how i watched all my. i'm a niners fan, i don't get them in new york, i used it on my tablet. imagine pairing that with the likes of america's -- >> do you have to be a directv subscriber? >> there was a promotion last year, where if you preorder from amazon, the nfl madden 95 game,

they give you a full season for free. i bought it just for that subscription. so the question is when do they start offering sunday ticket just on tablets and smartphones? >> thank you very much. go pro goes wale. josh, the red light is on. >> this company makes the camera that allows you to share what you do on the slopes, on the ice, in the air, or even work with the world. it's becoming famous, the high-quality video content posted by its users. now you can get in the game when go pro goes public, but should you? more on "power lunch" in two minutes. minutes.

in a world that's changing faster than ever, we believe outshining the competition tomorrow quires 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. in today's market, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers

to look for the best possible price, maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. welcome back to "power lunch." in honor of our managing editor, i'm going to talk about madison square garden. that stock is currently trading up, about a percent and a half. msg owns hockey's new york rangers. they blasted the canadiens on

saturday in that eastern conference file. carrie price was run into by rangers player, but he was able to stay into the game. now the canadiens have announced that price is out for the rest of the series with an injured knee, giving the rangers an easy path to the stanley cup finals. game 2 toke, n -- game 2 tonigh. you see skiingers use it down the slope. sky divers love it from jump to landing. 'em "power lunch"ers used go pro when we went curling. this is a company that makes mounted cameras for just about anything or anyone who wants to go to wall street. josh lipton has the details. >> yeah, no doubt go pro is cool, but is it a smart place to

invest your hard-earned money once it goes public. the new tech site which nbc universal is a minority stakeholder expects, investors will have to decide if this is a company in which they want to commit capital. billionaire founder nick woodman has said that go pro's revenue doubled ever year. to more than 500 million in 2012. but go pro filed to go public under special rules that apply to companies with revenues under $1 billion. it sounds like there was no doubling of sales in 2013. why? we'll have to wait for the s-1 for answers. go pro synonymous with the action camera market which dominates with a 54% global share. that market is growing by leaps and bounds, jumping nearly 70%. chris chute, an analyst at ibc says there are headwinds. they have to attract more that i

diehard -- are or the markets will remain, but woodman has ambitions. he wands a go pro into a media company. the man is certainly there for go pro's content. google tells me that go pro videos have attracted more than 470 million views on youtube. michael patrick of we hdbush, sd tucked be turned into a total channel, and go pro already has a partnership with microsoft. there's a go pro channel on xbox 360. the s-1, that will give visitors their first clear window into go pro's financials, and whether they can decide boo one of the most talked-about ipos this year. this has been one of the this years's fastest-growing app.s, acquire 18 million users in just six months. i'm talking about the addicting game.

squids up. you said you're actually closer to 20 million users? >> yeah, happy to announce i think we will be crossing 20 million this week. >> wow. >> overwhelming. >> it's been quite a trip for you. tell me about it. >> we launched the game about six months ago. we were a pretty small company based out of iceland, though we are an american company. >> pinches we always believed it was going to be something big, but the reception -- >> sequoia capital -- and there's other firms. they'll want their money back at some point. >> the thing is we have a good thing going on. we're getting lots of users, and they're using the app., what

they are experimenting is to try to monetize more. it's something we're excited about, but going public, honestly, i haven't thought so far. >> large corporations, like a coke cola, or any other big american group, right? will go to you. >> so basically with all our users, we obviously have a great opportunity to do some advertising. however, because we are purely mobile now, i really don't -- or we don't like the mobile advertising, the banners, and screens. so, instead what we are doing is we're partnering with coca-cola or google, we're creating original content that users can actually play. so we make quizes about, say google maps, for example, that's

a fun experience for the user, one for us, and a great brand exposure for our partners. >> probably a better stream of income. so best of luck to you. >> thank you so much. if you do decide to become public, come on "power lunch" first. >> definitely will. should google be split up? would you watch other people play video games? those are all questions for the power rundown. that's next. back in two. back in two.

we know we're not the center of your life, but we'll do our best to help you connect to what is. that's keeping you from the healthcare you deserve. at humana, we believe if healthcare changes, if it becomes simpler... if frustration and paperwork decrease... if grandparents get to live at home instead of in a home... the gap begins to close. so let's simplify things. let's close the gap between people and care. ♪

let's close the gap between people and care. sea captain: there's a narratorstorm cominhe storm narrator: that whipped through the turbine which poured... surplus energy into the plant which generously lowered its price and tipped off the house which used all that energy to stay warm through the storm. chipmunk: there's a bad storm comin! narrator: the internet of everything is changing how energy works. is your network ready?" could mean less waiting for things like security backups and file downloads you'd take that test, right? well, 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. check your speed. see how fast your internet can be. switch now and add voice and tv for $34.90. comcast business built for business. cnbc's jon fortt and morgan brennan join us. mark an degreesen, seed investor in twitter, says he needs more than 140 characters for his long tweets. in an interview with "new york times," he says twitter should raise the limit to 300 or 400 characters. what do you think of that, jon? >> i kind of disagree with him on this one. yes he's become infamous for his tweet storms, ten-part tweets. i'm not sure 400 characters would even help him that much. most people really don't need the extra space. 140 characters is too much for some people on twitter already. >> morgan?

>> i think it's an interesting idea. i don't necessarily see it being changed our upped, but it's an interesting idea. everybody compares twitter to facebook, but the argument has been made that twitter needs to be compared to youtube, instead, because it basically broadcasts content across the web. i think today's stats are a real good indicator of that fact, you know, looking at social tv and twitter's player in that. for the twitter audience, the ratio is 50:1. that means for every one tweet, 50 people are tapping into it. i think that's a sign that people go to twitter for the content. >> i'm for fewer characters and a limit of five tweets a day. all right -- yeah, fat chance. economy mince tore says google should be broken up. sig mar gabriel said it would be a last-ditch effort from the giant abusing its dominant position. should google be concerned about this, morgan?

>> i think let's come back in a week and see what happens after the eu parliament elections have taken place. the question is whether this is politicses and rhetoric. i think the biggers issue is data and security of that data. i think that's what's tapping into. i don't thinki realistic, the idea of breaking up a u.s. company. i think it's a lot of rhetoric right now. >> what do you think, jon? >> goog many should be concerned, not because the eu should be concerned, but because the pressure has been steadily building particularly from europe. it's done a good job avoiding microsoft's fate. >> and exactly they came after microsoft very hard.

irges my older brother was very much into video games. it makes sense that somebody out there has figured out how to make money off of the fact that some people who aren't gamers themselves end of watching other people play games, even people who are gamers like to learn tips and tricks from other people. it's in the demo, it's hard to capture, because they're not watching traditional media sources. this is a potentially hot area if twitch or google twitch can monetize it going forward. >> i think you sold me, jon. >> megan? >> you're talking about millennial males. i'm going to trot out thigh anthropology degree and say voyeurism has become the way on these streaming services those are the videos that get the most views, so this concept has

gotten hot. >> morgan, jon, thank you very much. "street signs" comes up in just a couple minutes. here's mandy. >> hi there, ty. gas prices, what to brace for this summer, the u.s. with china cyber-spying. could it be the tip of the iceberg? our outrage of the day. everyone's got their view, but me i'm personally very outrace raged. do join us top of the hour, guys, on "street signs." on "str" weekdays are for rising to the challenge. they're the days to take care of business. when possibilities become reality. with centurylink as your trusted partner, our visionary cloud infrastructure and global broadband network free you to focus on what matters. with custom communications solutions and responsive, dedicated support, we constantly evolve to meet your needs. every day of the week. centurylink® your link to what's next.

whon a certified pre-ownedan unlimitedmercedes-benz?nty what does it mean to drive as far as you want... for up to three years and be covered? it means your odometer... is there to record the memories. during the mercedes-benz certified pre-owned sales event now through june 2nd, you'll get complimentary pre-paid maintenance and may qualify for a two-month payment credit. only at your authorized mercedes-benz dealer. the numbers are impressive. over 400,000 new private sector jobs... making new york state number two in the nation in new private sector job creation... with 10 regional development strategies to fit your business needs. and now it's even better because they've introduced startup new york... with the state creating dozens of tax-free zones where businesses pay no taxes for ten years. become the next business to discover the new new york. [ male announcer ] see if your business qualifies.

become the next business to discover the new new york. whoyour boss?rk for? yourself? your parents? your family? at baird, what matters most to you... matters most to us. as an employee owned firm, our financial advisors have the freedom and resources to realize a plan to fit your family's unique needs. we'll listen. we'll talk. we'll plan. baird. can you start tomorrow? yes sir. alright. let's share the news tomorrow. today we failrly busy. tomorrow we're booked solid. we close on the house tomorrow. i want one of these opened up. because tomorow we go live... it's a day full of promise. and often, that day arrives by train. big day today? even bigger one tomorrow. when csx trains move forward, so does the rest of the economy. csx. how tomorrow moves.

50 may be the new 40, but in silicon valley, 10 billion is the new 1 billion. happy monday, everybody. more on the incredible bucks being built out west, plus the big bucks you may by spending in summer, and our version of deal or no deal, but it's with mergers and not models. >> okay. well, good news, everybody. all you drivers out there, gas pric