>> it's a busy hour, i appreciate the thoughts and the guests that have come through. we hand it o'off to "fast money" in just a few minutes. what are you focusing on? >> we are talking facebook, qualcomm and gilead, a big move in biotech, there is one company in particular on the radar of one of these traders of some unusual options activities. we will fame names in the next hour. >> important stuff. over to you. >> thank you, "fast money" starts right now. right from the nasdaq markets, i'm melissa lee, big earnings in the past hour, facebook sales rising after carl sand sperg eberg says they have 1.5 million active advertisers him we'll bring you updates throughout the hour. we have suntrust, monitoring the shares. shares are falling after subscription revenue coming in below expectations. angie's list, third quarter guidance is falling short of expectations, our traders are

tim seymour, dan nathan, and dan nigerian. >> it's a good quarter. i think expectations were high. the dollar was away from the all time high before q1. most people are focused on mobile advertising, it's up, it makes up 60% of the advertising, those are the sort of rants, the stock is up 160% since they demonstrated to the street a year ago they had a way to monetize this mobile platform. >> so they got a couple channels, a few format. they're absolutely monetizeing mobile. 1.7 billion users. i cheated talking to bob back stage saying, call me. we talked about the sheer scale, all of this being done at around 35 times federal government year's earnings. that is top lean growth of 66%. that kind of a multiple. that's much better tan growth at a reasonable price. >> this move in the after hours session, really surprising,

considering the stock is up 14% since july 8th on this notion that it has advertising revenue would be much better. >> it is, except when you start to extrapolate what they can do with this small mobile ads. the mobile apps install, that's been good for them. they are ramping up the targeting ads him we know they bought several other companies. if they can expand this and scale this mobile monetization, then it could be a much bigger company than it is right now. so viewed in that light, i think it makes sense to be up this much. >> advertising revenue, to tim's point and to bob's, i'm sure, extremely strong, up 67% year over years ago i think this was a blowout for facebook, there was a reason are on the carry it $2 through the all time high. it did in the after hours. it had a brief dip of 2%, now it's back up to about $74 a share, up significantly from the close. i think the stock continues ogo higher. >> i would just say, this is

really tour trading here, though, few own the stock, you own it pup lower, you let it run. if you bought it up playing for this breakout, it's a different story. this will be a $100 million market cap company. tim paid the point after he was with bob, they're going to come up against much harder comparisons. they've had this massive growth as they've tran sixed users from desktop to mobile. they've seen, you know, remember, google went through this period years ago when they were facing similar sort of transitional issues. the monetization on a mobile ad is much lower him sooner or later. >> google is kind of scared, we saw that what was it 2012, at the beginning of the year, until it became the favorite stock once again. >> i think if they continue down the path, the margins will be the story. if you look at mobile, dan, you are right, that's the growth. maybe the margins are less the sheer size of what they can do in this space is water impressive. i think the stock is something

they don't come in and buy tomorrow. they will reassess everything. this is a stock they will pull back. >> suntrust the internet an liss, $72 price target. bob, at this point in the after hours session, where do we go from here? >> there is a couple key take aways, the modernization of the user is very strovenlg what's interesting is the u.s. is leading the way. the u.s. is a more ma cure market. the u.s. is showing the future of the monetization forward. as you talked about the user engagement was very solid. two-thirds, mobile refer knews very, very strong. the big story so far, operating margins, 59% operating margins, they grow 40% plus, op-ex grew 22% or more. it expanded to over 80%. >> that to me is tremendous. what i will be listening to on the calls tim was talking ab, what itself next? we haven't thought about it yet.

i think we will hear some good modernization on that. >> the stock is trading close to 74. it sounds like you have to sort of re-adjust, rerate. >> we will flow the few numbers through there him we will xaer our multiples versus the growth rates, reassess it tomorrow. >> bob, we will check in later on, bob peck standing by on the facebook call. twitter, by the way, is up in the after hours sex as well. what does this mean, if anything? is this a knee jerk reaction here? >> i wouldn't read into twitter. that's me. i wouldn't read through into that. i think they're getting their house in order over at twitter after getting rid of the cfo it was a dumping all those sales down through $:30 a share and twitter which is now doctor 10 in the rear view mirror. i don't think a big win at facebook means an automatic win at twitter at all. of these two, i will go with facebook. >> i will say, this is good news for twitter, they're pursuing

the same type of mobile apps, installs, that type of thing. >> unless twitter is getting its lunch eaten by yahoo. >> i like yahoo. >> twitter right now is a totally different social platform for facebook for all intents and purpose, i think that's why they made that one app acquisition. i think twitter is a $22 million cap. it could be on someone's short list. to me, goggle would be the one. they don't have a social strategy him they have a real time search problem. so i think twitter, like he just said, they're introducing mu metrics for analysts to analyze the company. you buy it when it gets back in the low 30s. >> meantimes, we have an earnings alert on qualcomm, which is falling. we are just getting off the phone with the company's president, john, what's the latest? >> the president told me, really, the trouble the

challenges are in licensing. they guided to an eps football that was lighter than the street expected. remember, licensing that business, really high profit. when the mix shifts more to the chip business that affects eps. he said really the challenge is in china. they have lower tables using 3g, they aren't playing qualcomm yet. it will take a couple quarters. also, they believe that some of the eoms in china are under reporting the number of phones they sell, which would lead to them under paying qualcomm. they are looking to go out and audit those oems. overall, he said he believes things are going well on the high end. look at the holiday season looks pretty strong. he didn't specifically mention apple. because he never will. we all expect an iphone 6 to be coming chlg they got some presents in there to yield revenue. also on the lower end, they're competing with media tech and those folks in emerging markets,

he believes they're price and consecutived position is better tan the past. they will come out with few products that will put them in a better position. so there is a problem on eps with the licensing business. he is hopeful they will work through that and the core business is doing well, melissa. >> tanks for that update t. context if terms of the move in the qualcomm in the after hours session, yesterday's session a few high as well. its been on a tear going into this earnings report, primarily because it's a sturdy company and they had a decent quarter. >> the apple numbers weren't great. the sales for qualcomm is something to be talked about. 4g is increasing for them. year over year they're around fine% of the three plus four subs. this is something china you have to worry about want then you layer in the royalty issues the anti-trust issues, weighing on the stock.

you look at the stock, you test all time high. i think there is a lot of resistance around here. i would be future tral. it's a fantastic company. they will probably reiterate. you don't need to jump in tomorrow. >> 1 one biotech stock rising nearly 300% today. we will tell you what has seen unusual activity. that's next. later 3d presenter stat cyst speaks out whether it will impact this business. plus, why that ceo is not scared of hewlett packard getting into a 3 can d space. that's coming up next on "fast." . . bulldog: oooh!

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. >> this time tomorrow we will have an exclusive interview with president obama, much, much more tomorrow 5:00 even time excluesively on cnbc him let's get to another earnings alert. this time on gilead shares. we are in boston with the latest from that call. meg. >> hey, melissa, that's right. the call is going on, it was a blowout quarter on gilead, on sales on the hepatitis c drugs,

that's compared to 2.6 to 2.9 billion him they say the whisper number was maybe 2. billion him now, a little more information on the call about that. 80,000 patients in the u.s. around europe have been treated and 9,000. patient, more than 9,000. have been cured of hepatitis c. a lot of questions about the reimbursement. this has that price tag, that's $1,000 a day. a lot of questions about that. also what they will do with all cash. will they buy something? that call is ongoing. we are listening to that. another biotech stock up today and after hours, this one has great phase 3 data. this could be a hot takeover target t.ceo has a history of selling biotech companies.

he likes the jungle cat names, sold that to j & j for a billion dollars. the valuations have changed for puma. that's another stock up big today a. lot-of-biotech news, melissa. >> a question on gilead, what is the next catalyst potentially for the stocks and people watching the and watching the pepsi franchise estimates rise as the weeks win on into this quarter? >> right, what can move it $3.5. will is a come be pill for hepatitis c. hiv is a story we don't talk about quite as much anymore. but they're got a next generation pill they are working on there, waiting to see results on that, an a lists are looking forlg more information about how that can play into the hiv story for gilead going forward. >> thanks for that. dr. j., you are watching a name

in the biotech space here. >> yes, this is ariad. this had a bunch more rumors because somebody on 26th was posting fake things from a wall street account that turned out. they cancelled that account,ing to those tweets down. nonetheless the stock made a surge and had unusual option volume like crazy, 16 thoumpl contracts, mel, which is way above the form for this particular name. boast of these were not the ten and 20 sort of trades you see when somebody tries to do a bump and dump for instance a fake 26th account. they have real drug, pacific, they've got the european medical group, the equivalent of our fda lookinging alt their treatment for leukemia, keep their eye on ariad. i bought it today. >> the hiv business bounced back from a week. a lot of the street, i was reading a bunch of the reports

going into the earnings, they are raising their consensus, they are very behind. for a stock that's maybe pulling back a little here, i would not pull too far away. >> just after the earnings that came out, the trade group came out and asked gilead to cut the price on that drug. so if you had a run-up like this and there is some doubt about that growth, now, whether it happens or not doesn't matter in the market's eyes him that's why i think they're down in the after hours. >> let's head to morgan brennan with the latest on at&t. >> well, news on at&t, at&t's ceo randall stephenson seeing the proposed $48.5 billion merger with directv has completed its review process at the state level. it's done this, next step, of course, is being reviewed by federal regulators him it doesn't seem to be moving the stock very much. it's down 2% after that earnings miss. >> morgan brennan, thank you. let's kick you a our earnings

trade book with at&t shares lower in the after hours, dan. >> i was going to talk about wireless, when you think of at&t, you think about that. t-mobile has done a job in the u.s., moving things around, making guys change their tloefr. they missed everyoneings because of this move to next, users will pay lower monthly fees for their service and finance the cost, full price cost of the phone over the life of it. they missed everyoneings there, they were talking about the combination between d tv. the stock is i think up 12% on the year, it's a good solid company. if you make it 32 you the closure of this deal i think you want to own at&t. >> let's talk cheesecake, the cheesecake factory, revenue coming in a bit light. >> the problem is this is a company that couldn't do anything wrong and now has three bad quarters in a row. this is a stock not terribly cheap. i think people will be cautious, when there is pressure in the

space, there is pressure on the mar jens. the numbers were not terrible, again, a big disappointment. >> you are squatting, meaning you are on the earnings skwaurksd you thought cake was set up for a beat. >> i thought they were. i didn't have a position in it. but that they were because they lowered the bar, tim, as far as, you know, the qsrs, they aren't just the fast burger joints. they were doing a little bit better with cordoba as well as chipotle. they had already complained, however, about food inflation earlier. apparently, it's a bigger deal now. >> coming up next the faa extending its u.s. flight ban into israel today as the fighting intensifies, but what is it like for businesses based there? we tackle that with the 3d presenting company based in israel after this.

. welcome back to "fast money." we're keeping our eyes on shares of mcgraw hill financial. they own s&p ratings services. the reason why it's s&p filed or mcgau hill financial filed a regulatory file tag said it would receive a wells notice. >> that is a wells notice from the sec. the wells notice is a possible, remember, or at least a recommendation for a possible enforcement action by the sec him the wells notice we should note is neither a formal allegation or finding of any kind of wrongdoing. in this wells foy, it says or the commission finds or alleges there were possible violations of federal securities laws with respect to s&p's ratings of six special mortgage back

securities, that's mortgage bonds of transactions issued in the year 2011 and the public disclosures made by standard & poor's regarding those ratings thereafter. a wells notice received by standard & poors and the parent company mcgraw hill financial with regard to mortgage bond and tear ratings issued in 2011. the note, wells noticed not anykind finding of wrongdoing or accusation thereof. just a recommendation. it's note worthy that these are bonds that were not a part of the financial crisis. right. that was the issuing date. back over to you guys. >> that's interesting. because it's different now. but if it was just the old stuff, we'd say it's already priced into the stock. this is something you have to keep an eye on and take advantage of the other names out there, a moody's, something down the lean there. >> today the faa extending its prohibition for another hour. they say it is maintaining its

regular flights into tel aviv. let's go to michelle cabrera russo. >> the faa demonstration to tel aviv is not political in nature and based on security after a rocket fired by the politicaltant group hamas landed near the airport. this is u.s. skaex john kerry arrived in tel aviv today. by the way, flying into the same airport which americans can no longer fly into. he met to fwoesht the cease-fire in the conflict with hamas in gaza which las killed 34 israelis, israeli businesses are concerned about the disruption the flights will have on the economy him when it comes to facing rocket fire, one israeli ceo we spoke with said israelis are used to this. >> israelis are pretty resilient people. also, as jewish people, we've lived through risk all of our lives, the idea of spending a couple of minutes, usually in a

stairwell or a safe area, maybe once a day or twice a day. big deal. it's a time sort of leak our water cooler people, where you talk to people. >> a caught cooler moment. keep in mind, there are flights in the united states to over the, el al, israeli's state airline is still flying and sent out a press release saying it will increase it to accommodate passengers, these are u.s. carriers that have cancelled flights into israeli. >> michelle caruso cabrera, thank you. earlier, i spoke with david rice, ceo for stratus, i asked him whether they had a patent effect on the company's operations. stratasys. >> the airlines will have the last two weeks since this conflict starts. i don't think there is, you notice, any increased risk in the last 24 hours.

>> do you have a contingency plan? ? should the situation get worse? >> there is a lot of things planned the company is global. most of our employees are not based in israeli, so, really, business as usual and i don't anticipate any problems in the coming months or weeks. hopefully, by the way this conflict will resolve itself in the next few days. >> i asked david rice about the competition and the growth opportunity he sees in the consumer and industrial sectors. >> with the commercial part, agree is a great potential t. consumer market is also very, very big. usually, when i refer to the consumer mark, i prefer to use the word consumer. it's the consumer that produces something. i think you know the collaboration with home depot is just one example to this very large market. >> i want to talk about the business, sort of more broadly. in 2014, a lot of analysts are

expecting a patent expiration windfall. they're expecting a lot of products launched. should we expect separate ysys to introduce few products? >> we might expire and develop money into new product we are on an ongoing basis projecting a release of the new pronl product will accelerate towards the end of 2014. >> for a long time, you have enjoyed sort of a moat around your business in that the only competition came from pure play 3d companies. now new entrants, hewlett packard, people think you will be more at risk in terms of your risk. how big an entry are the barriers? >> i am not anticipating hp into the market.

nevertheless, it is a very i'll say complex market. it requires a lot of knowledge, which we gained over the last 25 years of operation. so i feel very confident we will be able compete and we will be able to be successful even in the heat of the competition like you mentioned. >> right. so let's trade this space. he says he's not afraid of hewlett packard entering the space. but should he be afraid of hewlett packard entering the space? in there probably. i think they have for the choice, but there will be probably a lot of consolidation in this space. if you like at ssys. they have been prooi buying companies, consolidation might be a great deal in the second quarter. if you look at the cart around $100 it's been expensive. it trades expensive. it's 50 times next year. if you are a value guy, it's an exciting era. >> it's about the future. at $100 bucks, you might see something, you might see the stock get down into the mid-90s.

i think at that point you buy because not only have they been acquirers, they are potential acquiree over the time. >> that's trumplt we see the stock moving. key also is the notion that there will be new product going into the back path of 2014. that's what we wering willing for. >> right. with the introduction of those new products comes usually lower prices. that's ba we've seen everything from vhs to walkmans and iphones. i anticipate that happening. but this is a very targeted space by meg whitman. she will be in this says with hewlett packard him we know that. because she's stated it very sus zhe o'/* succinctly. >> would you rather, dan nathan, would you rather if you had to choose a stock, would it be a traditional pure play 3d presenting company stuch such as a statasys? you know it's not in the market

formally. >> i'm not a fan. they were talking about valuation, stratasys is supposed to be a billion dollar company, it has a large mark cap. a lot of things have to happen, in my opinion. i'd probably go downstream and look at the smaller park cap companies him i would take a shot on a big jet or an x 1 or something leak tamplt they have already been beaten up. they were lost 50 or 60 pars of their value. i'd make my speculative play. >> the call officially halfway through. what was just said that sent shares to be high. we'll bring you the headlines next. two consumers lighting up, dan nathan, you. your radar. for one. the only one is on the verge of a major breakout. we're naming fames later on.

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check out shares of facebook. this is the after hour session high. 7474 is the last call. it's wundz u under way. let's go to julia for the latest details. >> that's right. we are kick, things off on what he calls a good quarter with

momentum driven by mobile. >> one thing that's exciting is there is still so much room to grow. on average, people in the u.s. on facebook in the u.s. spend around 40 minutes even day using our service including one and five minutes on mobile. this is more than any other app by far, but overall, people in the u.s. spend about nine hours per day engaging with digital pedia on tvs, phones and computers. so there is a big opportunity to improve the way people can actually share across how we all engage with the rest of media as well. >> they tell me facebook has 1.5 million active advertisers 1 million last june with total and mobile ad growth strong across the world. the live rail to target ads both on and off facebook. she didn't give specific details. she did say the testing of instagram ads and premium video ads are off to a strong start.

>> video on facebook helps brands expand by traditional campaigns which rur unparallelled targeting abouts. today we've run about a dozen campaigns and the early data show promising results. >> now, the question came up a couple second ago about retail, cheryl sandberg says she sees congress as important it's about the role facebook plays making it easier to buy things rather than facebook selling stuff directly. zuckerberg climbhimed in, sayin they work with payment companies and view themselves as a partner than having to work wage. right now he is talking about there is a lot of work to be done, potential if messenger. it's sort of where facebook was in 2006 or 2007. so, melissa, that's more to the point that he's made a number of times as a portfolio approach of different facebook family apps.

>> julia, thanks for that update. bob peck is monitor tag facebook call. i want to kick it off with the next leg of potential growth. that would be commerce, julia mentioned it was talked about, after revenue growth here, is that the next leg or really far off? >> i think it's a great part. two quick things is pricing increased. piesing is 125% last quarter. that's great to see, expenses the cfo guided a thousand point drop. instead of 42%, more about 32%, to your question, our contacts are telling us the buy button is an ecommerce marketplace, this is billions of dollars of opportunity. it's going to start now, it is a huge opportunity for sels sellers on the internet t. other thing they talked about was the all facebook opportunity both in mobile apps and live rail, which is video, it could be huge for them. so far only on facebook him we are about to have ecommerce and

the all facebook as well. >> we got the network. it was staggering to me that people in the u.s. spend 40 minutes a day on average on facebook. so the push into commerce, this is a way to get people to spend better engagement? >> yeah, as mark talked about up front, having your friends recommend tvs or phones is so important the whole idea of the grass roots which he talked about up front could be a good power going forward. >> bob, keep us posted again, facebook shares pretty much at session highs. more optimistic here on shares of facebook? >> i don't think you chase it. if you are there, it's fantastic. again, all these things are a couple years down the road. ly go back to the comparison, 62% of all advertiseing is possibly. at some point when that gets to 80, 85%, ten what do we have to look forward to? i have been wrong on it. i'm saying. >> that's the pointsh right, they're moving away from the

advertising the examiners side of it. all the other places they c'mon advertise this, the mobile ad, that's proof of the concept. >> how profitable has ecommerce been for amazon over the past ten years? >> is ecommerce like amazon is doing. this is allowing you to buy via facebook. >> i think investors will be ahead on this one, bob had a good call on the stock, if you look at the street, a lot of people are basically 75 to $80 on the stock. i think they're very excited about the growth they're seeing now. >> beer nwe're not in a disc te right now. it's flashing. time now for pops and drops, drops for boeing down 2%. >> they had really great earnings. what happened was they talked about the costs they're having on the new tanker. they're much higher than people expected. they're not really on track.

the 787 they're losing money on. investors are concerned on this. >> a big drop, xilinx. >> it had an upbeat view of choeven and their expansion opportunity. they missed in china badly. stock was down like you said 15%. there is really for the stock support until 35. this is one i would spend after the gap. >> yahoo. >> it's called under the ali baba microscope. it was oversold. i think you can call it a pop. >> we got a pop for apple up 3%. >> that's without that new product. you know we few yesterday ahead of the earning, they would not by a townsing that product. a bunch of firms come out today around upgrade tear targets for the stock, moving them up on average 8.5%. most of those are forth of 105 a

drop for coinye, kanye is declaring vick over over the coinye, it features a cartoon of kanye, unfortunately, he may have trouble collecting any actual claim since the creators of the currency live outside of the united states, this is kanye west. >> the whole retirement was in coinye coins. >> they're going to merge with nautilus coins. shares of pepsi popping after a strong earnings report. still ahead, we'll tell you what traders are betting. this could be the beginning of more gains to come. more "fast" ahead. ♪ .

we got a fuse alert on changes to the marine apparel. >> this has been an interesting summer for american apafrl. itative named four new board members, including a fe pail, colleen brown and the currency of radioshack.

a retailer strongly in its space as well. they have the ability to choose a fit board member but hasn't yet done so, co-chairs will stay on as independent directors. no word as the investigation into his misconduct continues. >> as american apparel turns, thank you. coca-cola and pepsi shared reports, coke is old, which of the giants are traders betting on? dan's at the smart board. dan. >> you mentioned pepsi, options ran hot today three times average daily calls that number of put 2-to-one. it wasn't only pepsi, it was also coke. options one-and-a-half average daily volume. pepsi really stuck out. there was a buyer when the stock was $faa. 4500 of august. a few away from august 92 hack

calls, really seeing a continue weighs of this breakout. remember this morning it was at all time highs. i want to go to cart. coke vs. pepsi, both were approaching 52-week and all-time highs. one broke down, one broke up. what's interesting when you look at the valuations and the growth, they're kind of inexpensive. this is coke's pe over the last five years, it's trading near a five-year high, this is pepsi, same thing, 20 times. here's the thing that sticks out to me, neither one of these companies, exiting to returning cast of shareholders through buy backs,fielder one had any growth. coke is expecting a growth flat sales with pepsi in the low single digits. this is a space that doesn't make a whole heck of a lot of sense to me. >> it's interesting. not only do we have sort of the flailing sort of business, pepsi

has the snack business and nelson peltz to try in. >> pepsi is much more in the callous, emerging market itself leverage, even though coke has been this brand. it's a bloebl brand. coke has been much ma leaned. these are not cheap stocks. i think coke is getting too much credit. i think a lot of the marketing will prove their numbers next quarter. >> i go with pepsi. >> what? >> dan, the outrage. >> yogi that's been said since the ''80s. >> don't drink either. investment wires, i'd go with pepsi. i don't like coca-cola, that soda pop stuff. >> you can check out more on the website optionsaction.cnbc.com. right now, we were supposed to bring you a live bp ware. saying it is, quote, sensitive about elliot management, which

took a doctor 1 billion activist stake into emc. emiot wants emc to spin out the amware, i was talking with them. he says they put out a 60% chance ownership will change in bp ware next year whether by a spinout or acquisition, which would be a crown jewel in this space. dr. j., how do you interpret all of this combined? >> i'm shocked the emc person isn't here with you, mem, because, number one, it's a great exposure, number two, this is a $1 billion purchase of a $50 billion company as far as emc and obviously a $40 billion company as far as the m ware. so i don't get it as far as them holding sway and whether or not they have to, you know, bow down to these guys him i don't get it. i would go on business as normal

and beyond here. >> i think it's a little concerning. the whole discussion is elliot thinks this is a strategic move, it would be better for the company, the company is arguing it wouldn't be better, why do they want to come out, defend tear position and make tear case? >> unless the board may be sympathetic to elliot also because. >> that's not what the company is saying. >>fuls there is dugs we can't know about. really, there is no way to avoid that in his conversation, though. >> you can say no competent to me five times in a row. >> what does that actually mean? i get why he wouldn't want to say no comment. >> if you change your mind, let us know. the stocks at all time highs, where should you be putting your money? we talk about the alternatives to pump up your portfolio. right after the break, we check in with bob peck monitoring that earnings call, stock continues to move higher in the after hours sex. stay tuned.

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. let's get a last call on facebook earnings, all time high for the stock. it sounds like you got a lot of work to do overnight. >> three things for investors to take away. one is organic price is accelerateing. football two, they need to tap the larger markets, ecommerce, instagram, evideo, et cetera. lastly, they cut cost expenses by a thousand bits. it's tremendous performance. >> bob, our thanks to you, bob peck, sun trust, robinson humphrey $72 stock target at about 75 right now. all right, tonight, we launch a brand-new segment the a-game on alternative investment ideas beyond stocks and bonds. our first guest has an idea, it may surprise you. let's bring in ingrid pierce at walker's global. great to see you again.

we saw each other in vegas, now in new york. you are seeing activity if european real estate. >> we have. what's been interesting is there has been a massive uptick in interest in real estate generally. we've seen it particularly focused in europe. you know what's happening in the markets there. the london real estate market is on fire, of course, ireland, in particular, we have been seeing a lot of activity there of late. that's partly because, of course the bank has been deleveraged there. they effectively had global portfolios. both on the financial services side and the commercial real estate has been a big boom. we expect that to continue. >> is this a statement where there is more upside versus in the united states? >> besee it in the u.s. as well. only in mr. reagan cities perhaps, in miami, flampl, a bit of a lull and then it's picked up again. we seen it particularly in london with the pricing there.

both on the buy and sell side in ireland him we really do think that will continue. there has been a massive effort. not just because of the state of the banks, also because of a result of what's happening there, so there is a lot of property in the market. >> ingrid, speak to the types of investors you are seeing, are we talking family offices and institutional high worth? because these are liquid investments generally does this mean, a hedge fund, half i hear are liquidity? reasonably poor. it doesn't make it a bad investment. >> there is a lot of liquidity. one of the benefits i think people are seeing on the real estate side. it tends to be the investors and that worth that can hold their assets for longer. they seem to be able to go into

that space with a little more confidence because we've seen moves in the market. they understand there is so much more buying opportunities. so even though it's not readily liquid, people seem to be prepared to hold that longer. >> great to see you, ingrid pierce of walker's global. tonight on "mad money," chipotle soared more than 10% earnings. cramer is asking the question on everybody's mind. >> i know so many people go to chipotle. they say to me, "jim, i can't afford to own a share. "so what would be so bad if you split it seven for one the way apple did? >> you get the answer tonight on mad.. do not forget tomorrow 5:00 p.m. eastern time, we will have an exclusive interview with president obama and much more. we have your first move tomorrow him we come right back. stay tuned.

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with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. . >> holy squawk mole, rising food costs, can it continue to moke the competition? i'm talking about the big enchilada? the ceo in the hot seat. "mad money" is next. >> starbucks reports earnings tomorrow after the bell, so check out the ambassador's web exclusive. they get behind the starbucks trade ahead of the release, that is leave right now only on the interwebb, fast money.cnbc.com.

go check it out. >> check it out. a great run in emerging mark, having said that, tur, poised to brake out relative value, folks. >> juniper is town 10%. cisco is down. this is a call spread, i'm looking at september. i'm targeting the prior highs, 27. i'd love to see 28. >> we talked about boeing earlier. the sentiment has changed on this stock. everybody knows they will have record backlog, now it's all about cost control. they're not able to do it. think you stay short, boeing. >> doc. >> the plays off bk in a way the specialty metals. ati, allegheny tech. we saw unusual activity at the october 45 call strike, mel. i know it's one you talked about a lot. i bought that in the after hours. >> let's take a final check on shares of facebook, they are

backing off their session high which was above well over $75. so we're almost at that level right now. the impact, tow, across the internet space we seen twitter and yamaha trade higher in the after hours session. meantime, "mad money" with jim cramer starts right now. [ music playing ] . my mission is simple. to peak you money. i'm here to level the playing field for all investors. there is always a bull market somewhere. i promise to help you find it. mad.starts now! >> hey, i'm kramer. welcome to mad money. welcome to cramerica. other people want to make friends, my job is to entertain, coach you, call me. tweet me@jim cramer. you'd think that i wouldn't have to do what i'm about to do. right here, right now. tonight. there is so