good tuesday morning. welcome to "squawk alley." joining us, kevin o'leary, chairman of o'leary funds from "shark tank." good to see you. and kayla tausche and jon fortt got to see you. consumer reports gave a great review to the tesla model s last year says the car has more than its share of problems. apparently the door handle doesn't always work. problems with the trunk latch, and at one point the center screen went blank eliminating just about every function of the car. tesla did fix the issues under warranty and the car still has an average reliability rating. a long way from the top car on the market review "consumer reports" gave it last year making the model a standout in the luxury end? s. yeah. and phil lebeau, the expert, says he doesn't think it's a big deal for them. as a consumer, though, the consumer reports gold seal of approval made me want this car. aspirational. boy, next time i get a car, i

hope it can be a tesla, but if i can't open the door, if the screen's going blank, that makes me think again. this is a bigger issue, perhaps, than the fires. a pattern, though, for people to really feel it's more than just one or two cars. every car has problems. we'll see. >> i think you're the only potential tesla buyer going on the "consumer reports." this is a trophy asset. yes, want it to be reliability. more people have this because they want to be seen driving it than because they expect the door handle to work were. now, the door handle should work, but i don't think it's that seal of approval that necessarily is the make or break decision for people. >> kevin, do you drive one of these? >> no, but i'm seriously thinking of getting one, carl. i was in south beach recently. walked into their demo room and rather interesting experience. i love the car. i've ridden in it once now's it's a beautiful thing, piece of engineering but never thought of this before. i was sitting there choosing colors off the panels on the wall and this woman came up to

me and said, have you ever thought if it's going for to you sit on the world's largest battery? what's going to happen to your package? i said what? i never thought of that before. and actually it's bugging me now. i don't know about this yet. i'm going to do research. but -- i've got a lot of stuff sitting above a battery, a few inches'sthe biggest honking battery in the world. i'm worried about it. >> you raise add concern. i don't think anyone has gotten to it. ite liked to hear elon musk's response to that. >> probably too lace for elon, if that's a problem. >> to kayla's point. they didn't actually interview one of the project managers at "consumer reports" who says there are issues you don't expect from a $90,000 car. those door handles present themselves, getting closer to the car, if thez don't retract or come ounchts joke many on you. >> yeah. that's a problem. >> not like the new ferrari, like the new priuprius, the new.

aspirational but mom and pop, upper middle class. with the tax breaks and everything, you sggo into parki lots, that's not blue collar middle america but upper middle class, pretty much -- it's a car that people are buying, maybe a bit more than another car they might buy, but you're a prius, and bmw buyer is getting a tesla. this isn't way out there. >> not the fire. not the battery fire that people are talking about that's potentially going to be li life-threatening. you see rewrites of the "consumer reports" study, minor problem, small problems. the way this study is being treated. >> but the fire to me is like the plane crash fear. it's like, well, cars camp on fire when they run over metal on the highway. too hyped up. the minor problems are the kinds of car problems i can relate to. >> sure. and to kevin's point, we don't know a lot about battery life span or exposure, but that will

take place over time i assume. next up, bad blood between car service and uber. lyft accusing them of ordering and cancels thousands of rides in an effort to sabotage the ca car-sharing service. this could send users to uber instead. saying we recruit hundreds of thousands of entrepreneurs to build their own small platforms where the opportunity is unmatched in the industry. kevin, tell you one thing, i said it the other day. this is turning into airbus and boeing. pepsi and coke. it's a real corporate rivalry now. >> i'm okay with this disruptive technology. i don't care what sector it's in. the question i have now that lyft is getting more and more traction, at least more and more press around what it's doing is, it doesn't look to me, carl, that the carriers to entry are high to go and compete in major metropolitan areas anywhere on earth. if lyft finds itself already

competing and they're throwing plud at each other, doesn't that concern you as an investors maybe the valuation on either party may be too optimistic? that's the way i look at it and don't own position in think of this. i'm watching it play out. looks to me like a battle roar yal royale. >> if there's only room for one instead of the pepsi/coke analogy, making the zillow trulia analogy, one will eventually win out. only so many cars can be on the road and only so many who will sign on to be drives. would you put your money on lyft or uber at this point? >> not sure, kayla, that's going to be the model. i'm in different to brand if sitting in miami. i want the very first vehicle to show up and pick me up as soon as i ask for it. i don't give a damn which company does it. two or three competitors sitting in l.a. or, miami, detroit, wherever i am, i'm grog to get

you the number one, long as you have an account with them. inclined to 'an account with lyft and uber in any major metropolitan area, get me the car there in 30 seconds or a robot to pick me up. i couldn't care less. that worries me. i don't see this as a scale-only deal. this is going to be about service. >> i think it a scale deal, though. i think you need enough passengers to attract the drivers you need. you need enough drivers to predict demand. trying to keep bringing down prices so there's not that much profit out there for lyft, say, to continue to grow if they can't somehow reach scale and uber is now so much bigger. so i think this kind of hand-to-hand combat they're going on the street is really important, it's also affecting the traditional black car business. i was talking to a guy in the business last night hoot who sae effect is so big, the best drivers for traditional companies are getting extra perks. better hours, and -- >> jon, let me throw and idea at thaw could work in any major

city. charge me $40 a month and guarantee me you'll get me a car in the first eight minutes and you'll keep my business. when do we see that model come? all of a sudden you can afford to distribute some of that to some of the drivers dedicated to your service. not so fast. i think there's going to be all kinds of ideas thrown at this. all i care about is when it's raining, get me a car, anybody's car. >> so do you fault uber, kevin, for playing dirty, reportedly, if they are trying to book all of these lyft cars and cancelling them, recruiting their drivers? is that just business? >> no, no. that's business. listen, i tell my students which i teach them now in business schools, you pour boiling oil over your competitors and salt the earth where their head offices are. steal their competitors and do everything you possibly can to bring in their employees that you think are good. that is the war of business, as long as you don't break the law. i think this is just fine. i love it. bring it on. makes everybody raise the bar. it's better. >> kevin o'leary, you're

ruthless. >> enrollment for his classes just crashed, i'm sure. >> does bring us to this morning's "squawk on the tweet." uber denying, but the rivalry is fierce as kevin suggests's what should. do, if true? tweet us. we'll get responses later in the show. moving on to apple. according to righters, apple is talking with major health providers, like mount sinai, be cleechb clinic, john hopkins, how this could work. expected to simplify for consumers. how serious apple is about the product and more apple, sliey ss started production of the next ipad. i know on the health front you're interested? >> health care is incredibly important and it's separate from the health app that's going to be a dashboard for all the health information getting from

various source. health kit is software that allows this various apps to share information, controlled by the user. user gets to decide, share my blood pressure with this app. share with my doctor, et cetera. if they can get into apps like epic's health, epical my chart, a lot of health providers use, if you get your blood tests done did cholesterol information, goes into my chart. if they can get into that and redistribute the information, it's incrediblypower. . not only for ios or other areas. >> and health compare, the industry has count lds gatekeepers. you mentioned epic. all scripts, mayo clinic, mount sinai. they need buy in from the partners to give some of these data over to co-develop some of these apps with health kit. do you think they're going to be able to get that? >> interestingly, a lot of those folks work with epic and

my1k345r9 amy mychart. a good app, though the design could be better. if they can find the linchpin providers like a kyser, so huge. like an epic, so many people using the app, and put the user choice front and the center so they get, they don't run afoul of hipaa, could be very, very, very much a catalyst for them. >> kevin, you're a device fan boy. you love hardware. all kinds. what do you think about this new ipad? >> i think it's really right on trend. one of the reasons i own phrma companies is i look at my own intake of pills. eating them like candy these days, as i age. recently started to watch my blood pressure. a machine i'm watch pg because i'm concerned it's slowly going up. give me anything to help me manage my life, and keep myself healthy, i'm a buyer. i think this is going to be huge as the aging population following me down that road. this is going to be a major, major new thrust and i am for signing and clicking the box. i want to provide all of my data

to anybody that can help me. take my digital dat ta, my blood pressure. make me live longer. i'm willing to pay for that. >> the tablet market, we're hearing, has crashed. apple said it doesn't worry us and clearly might have new production online. do you think there's a problem in that market or not? >> last time i was on with you, jon made a good point. we were debating whether this ends up being a vertical or not. i asked myself, am i going to buy another iteration of a tablet when my cell phone itself self-surfaced. assume i stay on the new larger iphone harks all the same apps. i don't know if this is a verticing. jon pointed out, said to me, maybe replaces your laptop. i don't think we know the outcome yet. i don't like it now, a shareholder in apple and want to see what they'll do with it because it's a big part of think business. finally this morning, might

have heard by now, millions mourning the death of robin williams age 63. known for his work in tv shows like "mork & mindy" movies like "goodwill hunting" and others found dead yesterday in her bay area home. the medical examine sir in the process of conducting an opt topsy and a news conference later tonight at 11:00 a.m. a pacific time. discussion about what he's brought to the arts in general. whether it's the shakespearean juilliard, robin williams or crazy stand-up comic he started as. >> always made you laugh. the "today" show had a touch be montage of him showing up for interviews, jumping on couches, but also behind the scenes introducing himself to every single person on the crew there. he just brought a light to the room every room he was in. it is really a tragic loss. >> like you, carl, i remember him from "mork & mindy" one of the first tv shows i ever loved. i really hope this causes all of us to think about depression issues and mental health issues

not to measure the value of life by the ladder of success as we've seen again and again. philip seymour hoffman and now robin williams. drugs and alcohol, and addiction and so many other issues factor in, and it's just so tragic. suicide, so -- so tragic. apparent suicide. we still await the conclusion of that investigation. but what a light that's gone out. >> you got thoughts here, kevin? >> i just wonder as i see this play out with others, including robin williams, is, do you need a dark side to be the engine of comic genius? i hope the answer is, no. but we see so much of this, and i think there's a ying and a yang to great artists. an element that is misunderstood by everybody else and manifests itself in comic genius as it did in him. i don't know the answer but am really sorry to see this happen. >> true.

kevin, always goodell good to s two hours into trading, broader markets. slightly down. dow down 41 points. s&p down 6. nasdaq down 18. of course, tensions in ukraine, between ukraine and russia back in focus again today. we should note volume in the markets is light. shares of ea rallying after the news the gamemaker is extending subscription service to more countries. the access service let's you download a host of select titles on the xbox 1 for a monthly fee providing a boost to the that stock. up 1.5% at this hour. look at sales force. slipping during trading this morning. no clear news is moving the stock, but right now it the biggest loser on the s&p by better than 3.25%. carl? >> all right. when we come back this morning it might be a great time to ipo. why the second half of the year is looking strong for companies going public. plus, after losing about 100 million dollars, is mobile payment company square in trouble jl behind-the-scenes look what jack dorsey is doing

to turn things around. the machines are among us, how many of twitter users are actually not human, when "squawk alley" continues in a moment. n ? a card that gave you that "i'm 16 and just got my first car" feeling. presenting the buypower card from capital one. redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac - with no limits. so every time you use it, you're not just shopping for goods. you're shopping for something great. learn more at buypowercard.com

welcome back to "squawk alley." what goes up every once in a while comes down. taking a hit after soaring in the past week. fda loosening a hold on an experiment's drug to threatt deadly xrirs.

stock down about 20%. kayla on the day's trade. back to you. >> thanks, dom. the ipo market been on a tear but alibaba and in what could be the largest u.s. ipo ever has yet to list. will this be the true test for capital raising in the u.s.? jeff soloman is the ceo and joins us exclusively here at post nine. good morning. >> good morning. how are you? >> doing well, thanks. two weeks ago, volatility in the market. a bunch of ipos didn't price. last week one didn't get the capital, committed in a rare occurrence, got pulled off the table six days later. what's going on in the ipo market? >> i think things are okay in the ipo market. i think actually all along this entire, the whole year there have been deals pull and not worked out well, which means it's quite healthy. the better kpir companies are g out. record issuance but selective what's become public as an industry andit bodies well for

the marketed growth. >> and speaking of that, today's "wall street journal" has a report, alibaba could need heavy lifting quoting anonymous bankers involved in a deal worried because the deal won't be eligible to be in any of the indexes, they might not have the demand for it? what will that picture actually look like? >> so i don't have any direct insights into the alibaba offering. i think there will be demand. the biggest ipo ever and demand for it. what's interesting about that article, a and it's healthy, that bankers are worried about after-market performance. the that's a healthy dynamic. if you, people talk about whether or not we're in a frothy market or back in a sort of late '90s. i think in the late '90s, bankers and invest banks forgot about the importance of aftermarket performance and thing was mispriced. here, a big article, prominent, bankers and investment banks are

worried what's going to happen after the lights go down, and we talk a lot about that with our teams. the real work and success in the ipo actually happens after the ipo process. that i think this is a healthy article. >> what do you make of the notion that large offerings like that are, suck all the energy out of the rest of the market? is that -- empirically true? >> i do think it's more sentiment than anything else. so it does -- when you get a big offering like this it can absorb a significant amount of demand from that sector in particular. look at the sector, though, the hottest. health care. particularly life sciences and devices, i don't think that impacts that at all because the buyers of alibaba are not the buyers of biotech and-month-old devices. there are other aspects to the marketplace that will do well. >> what you look at 9 big thing, alibaba is one, so is the iphone 6 and holiday season in general. ho do you rank them in terms of importance?

>> a i think supply and demand, the most important thing. alibaba is important in terms of new supply coming into the market. when i look at an overall equity performance i look at how much has come out of the marketplace. you see mega mergers in the mergers pickup meaning that market count is taken out of the marketplace. the real analysis we should do to look for the direction of equities, equity inflow, new issue you but also how much market cap gets taken out as a way to ballotens balance a move higher. i think that's more important. >> how are you judging volatility for your clients? because people say, oh, we really watch the vix, but the vix is at 15. then other investor are saying, the ten year is 2.4 meaning sentiment is still a little spooked? >> yeah. i think it's cautious. that's great. in other words, we're not in ebullient time. peopler deeply worried we're in a big economic experiment with the unwind of quantitative

easing. so there's going to be a cloud that hangs over the market until that gets figured out, we've never seen this before. that's healthy. keeps bridle on optimism and makes people select wriv they want to spend their money and invest. at the end of the day that creates better equity environments. i don't love the unbridled optimism think. >> will you take time off between now and labor day before this market gets roaring again? >> i am. >> good for you. >> i'll be enjoying. >> sing with earth wind & fire? >> there we go. that's been done already. so -- >> yes. >> maybe we'll do -- actually going to see paul mccartney and candlestick park later this week. not singing with him though. >> thanks for joining us. >> nice to see you. >> the ceo of cowen. when we come back, how many actic accounts on twitter are actually robots. this and more when "squawk alley" continues. so i can reach ally bank 24/7, but there are no branches?

24/7 it's just i'm a little reluctant to try new things. what's wrong with trying new things? feel that in your muscles?

yeah... i do... try a new way to bank, where no branches equals great rates.

the 3d tech market it projected to reach $175 billion in the next years and start jurps using plasm it's like kick starter and indigogo on the space. the battle between two cutting-edge 3d products. this is the first 3d pen with cool ink. turn the pen on and users can start printing any 3d object they want. the campaign's goal $40,000. so far it's raised more than $169,000 in funding. ownphones, wireless, 3d printed custom headphones. once users upload a scan of

their ears via smartphone, the company can print personalized peer buds. the campaign's goal, $250,000. to date, backers have contributed over $374,000. who should be this week's tech crowd leader? vote now at cnbc.com/techcrowd. >> make your choices. meantime, in case you missed it, twit hear 271 million monthly active users and almost 10% are not actually human. in a new filing twitter said about 23 million active users are bots which are accounts that automatically update wrout without user action. when they tout numbers like 271 million monthly actives, it helps to knee which are real and which are not. seeing a decent gain in a sense because they bring the number down in the 10q and might be lower. they're not sure yet. >> not all bots are bad bots. some bad spam bots that spam you

and foreign and all kinds of things but some bots are earthquake bots, friths that let you know when things are happens. they're humorous. provide content on twitter that's actually interesting and people interact with. so just because it's not human doesn't mean it's necessarily bad. >> this is one of the big kearns of the s.e.c. during twitter's ipo process, because the numbers are yoursed to calculate advertising fees. how can you charge potential platform partners base and fake accounts that aren't interacting with you? an important number and one the s.e.c. raised kearns about. it you're twitter, be careful. >> short but an interesting read. >> not fake bots. they're bots. >> real, too, people? europe lp close in about 90 seconds. >> carl, extending losses. people worried about a convoy coming from moscow towards were ukraine. recently cutting the losses back. the big news, a plunge in german

investors sentiment revealed today. it went as an index from 27.1 right the way down to 8.6. of course, don't forget german gdp released thursday could show contraction. even within german industry, now getting some quite clear comments that things will get worse as a result of what's happening with the east are and also with russia. henkel came through with results and the ceo -- it's a huge consumer products company, detergent, huge around the rest of the world. locktight another big brand name saying -- suggesting because of what's happening geopolitically, actually growth will slow down in the second half of the year, and he says it's naive not to think that russia will go into recession. take a listen. >> overall, the economy is slowing down due to political crisis in eastern europe and particularly in ukraine. we actually quite heavy where the quarter, despite a very challenging political environment. >> now, the silver lining for industrialists is that the euro

continues to fall down to, actually touched an 11-month low today. portuguese inflation came through at minus 0.9%. italian inflation, zero. absolutely flat lining. meanwhile, the greek banks are doing well. a report they cut back on overseas exposure as part of th. and one more, releasing a statement suggesting it won't increase the cap on those that want to exit it stock going towards the chrysler merger. remember, the official exit price, seven euros, 727. we're trading below that. so appearing to suggest we might have the to go back to the drawing board on the structure of the criesler de lchrysler de. ultimately it will go through. >> german gdp, thursday. thank you, simon. when we come back, "consumer reports" thinks the tesla model

s has a lot of problems. but do shareholders agree? we'll talk to one in a moment. and uber hiring and cancelling thousands of rights. uber is denying the allegations but the rivalry is force. if these reports are true what should lyft dot to retaliate? tweet at as "squawk alley." your responses later on this half hour. but what if you could see more of what you wanted to know? 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. habeing able to pay as we goo rawas crucial for a start up.s.

having to fork out a lot of money up front was risky. you can launch a feature really quick, and if the feature doesn't work, we haven't lost anything and we can have something up and running in days. and this would not be possible without the cloud. we are now supporting over 25 million users each month. ideas can be tried and tried again on the ibm cloud. the ibm cloud is the cloud for business.

not an f. that's the grade that square ceo jack dorsey would give himself when it comes to running the mobile payment company, in an interview with fast company. in the interview dorsey admits his team phases questifaces que the future. rumors of burning through cash, negative portrayal saying the once promising start-up is's in trouble and the next few months are crucial. an interesting read in fast company. not all bad. sort of sipts tets up challenge face trying to change mobile payments in the countries. >> low barriers in that marketplace. a lot of competitors to square. you can tell by the number of product launches simply they've had in recent months they're trying to figure what type of company they want to be. an appointment booker, small business lindender. you name it, they've tried it in the last months. >> dorsey's admission, weneeded

payments what do you build on top of this now that you've got it? remind me of a moment youtube and google. it will be more than way to do video better online? will there be a business behind it? google managed it. we'll see if dorsey can. >> internally, unhappy with the story, but to the ex-stetent yo want to tell your story, you have to talk. new chapter for square. watching shares of tesla trading lower after "consumer reports" was down on its model s in its latest review. the magazine mostly positive with the car but the vehicle had more than its shares of problems. the tesla shareholder and ceo of cupps capital management. good to have you back. good morning. >> thank you, good morning. >> a conversation here today.

if you chose between the fires and this, is this more damaging? because consumers sort of say, well, a fire is a one off, but truly unreliable car is something i want to avoid? >> well, i think it's a good question, and i think that it probably comes down to the terms we use to define unreliable car. i don't think that's what we heard here today. i think that people that buy a mercedes s class also have problems. a little of this, a little of that. i think the responsiveness with which tesla corrected the problems, the scope of the problems, not too bad. remember, this is the first car they've ever produced. pretty darn good to even be having this conversation as to whether we're a little shy of perfect or not. >> drew, moving beyond that. right? talking giga factory. bring it down to a class where the middle classes can afford it? how do they respond top a

headline line this, saying it's not exactly glowing? >> yeah. it's a great point, and so i think execution is absolutely key. it has been key. it's gotten the company and the valuation to where they are today. and i think that you have to respond to this aggressively. not to this specific incident, but by continued customer satisfaction, customer responsiveness. we have to remember that we're just about to head into the phase, the stage, of the model x, which will be yet another upping of tesla's game. but i think it's -- same old, same old. keep doing what you've been doing, because they've executed like no company has ever done. they are reducing costs, incl e including functionality and taking the industry beyond where it's ever been, and that is all what is supporting the valuation and the trajectory of the valuation. >> drew, the fact that the model

s could be on the road with problems as simple as the door handle not working for a $90,000 price tag, how confident are you some of these lapses won't happen for the model x? when it eventually rolling out? >> well, i suspect there probably will be a door handle that won't open here and there, just like there are problems with other great cars on the road. one of the neat things that tesla is able to do that other companies can't is, they make a lot of these fixes over the air. so that's yet another angle on the innovation and the constant improvement. i think the big thing to remember is, perspective about tesla. tesla is a silicon valley company, and it's competing against a lot of old world rust belt and other automakers. they just move faster. they're tackling more than anyone has ever tackled and doing it at a pace that no one has ever done at. so our standards are really high

for them, and they should be, and they need to be met, but the pace of innovation that tesla is bringing to the marketplace is unrivaled, and i think we shouldn't lose perspective on that, due to a little, a little miss here or there. i think the bigger picture's much more important here. >> and we've gone through george clooney. gone up through the car dealers, the attorneys general, all of that. how do you approach your position on tsla these days? adding more, or is it getting rich? >> you know, if you take a step back and look at the chart, it's, one, it's performed unlike almost every stock out there. one of the really few, rare companies in the form of a stock and the pace of value creation in the stock. it has a really never blinked in this growth sell-off we had. but it does -- when you step back it does go through surges,

written consolidation and surges like all great growth stock doss. the trick is picking your spots, and we don't get into 5% here or 5% there, 10% here, 10% there. but it seems to us that the trajectory is continued higher. they have about 3% of the global equity value of the auto industry today, and we think that probably goes higher over time. >> and we will see. if they're even a car company first and foremost in ten years. another big question. drew, hope you'll come back. good to see you again. >> thanks so much. nice to see you, too. bye-bye. >> drew cupp. tesla responded saying the problems are covered by warranty and that the company is "constantly upgrading the functionality features and quality of they model s." over to courtney reagan and a quick market flash. >> hi, carl. economic out shares of kate space plummeting at four-month

lows after hitting highs earlier in the session. stock opening strongly on better than expected earnings moving lower during the company's conference call talking about margin pressure. stock down more than 19%. kate spade saying the most significant gross margin erosion happened in its saturday brand because of excess inventory. margin pressure is a problem among competitors. coors, coach and kate spade now alike. back to you. >> wow, what a turnaround. one of the winners of the morning. now down double digit. thanks. when we come back, amazon versus disney. getting bigger than just ordering movies online. why jeff bezos is taking this on. rick santelli what are you watching today? >> today, foreign exchange. the dollar bulls are coming out of the woodwork and my contention is, shouldn't be bullish, shut the bear. making dough. look at technical moving forward

and also because of simon, going to talk about thursday's gdp number in germany. tune in after the break. collection is here.mmer ♪ ♪ during the cadillac summer's best event, lease this all new 2014 cts for around $459 a month or purchase with 0% apr and make this the summer of style.

who found a magic seashell. it told him what was happening on the trading floor in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪

so the magic shell went back to being a...shell. get live squawks right in your trading platform with thinkorswim from td ameritrade. we're changing the way we do business, with startup ny.atform we've created tax free zones throughout the state. and startup ny companies will be investing hundreds of millions of dollars in jobs and infrastructure. thanks to startup ny, businesses can operate tax free for 10 years. no property tax. no business tax. and no sales tax. which means more growth for your business, and more jobs. it's not just business as usual. see how new york can help your business grow, at startup.ny.gov coming up, top of the hour, digging in with international experts for the best way to climate. what seemed like one of the most hated stocks of the street is starting to finally feel some love. is it time to buy back into

abercrombie. we'll debate it. and ice bucket sweeping social media. people dumps buckets of ice water on heads to raise awareness for a.l.s. coming up, a team at biogen accepts the challenge and gets soaked for the cause. see you in a bit. >> we'll watch to see if you get involved as well, scott. that's coming up on "the half." and between amazon and disney, reporting amazon stopped taking pre-orders to numerous disney movies including "capital america: the winter soldier" now the standoff is about more than pricing. the journalist says the fight encompasses placement and places on amazon websites as well as who makes up the difference when amazon loses money to match the price of competitors. jon, the big question continues to be, how much does amazon need more money from its partners and vendors to fund some of its forays into other ventures? >> kay ley, still sounds like

price to me when it comes down to it. retailers having discussions with supplier over an online equivalent of an end cap. comes down to how much of the money do i get to keep at the end of the day for selling this thing you provide? >> still the discussion continues. we talk about it every day now, that because they are forced to respond, the way they never have, that they're being driven out of their hole. is has misguided? >> fascinating. as i follow it i think of the pros and consen either side. amazon has prime, unlike things most people have in the online space. the loyalty, the sense that i can go here as my go-to and things get delivered immediately giving them extra leverage. a constant downward pricing pressure that consumers tend to like. we saw walmart do it in the physical space. we'll have to see whether amazon can really pull that off, and not get damaged in these big fights. >> the argument in the "journal," when walmart and best

buy slash customers they do it to get customers into the store and then buy other things making their single trip worth it and don't need to ask for a break from the vendor, but amazon doesn't get more buying things just because they're on the site. >> i don't know if that's changing. there is add-on items, giving incentive to have more in your cart. boxes you can fill with multiple items -- so i think amazon is going for more of that share of wallet play as they move beyond loyalty. maybe that gives them more incentive to do this kind of pressure? >> one thing, an author on last hour talking about a dispute and in terms of viewers tweets i argued 30-1, back in fave eveor amazon. market forces at work. nice to have mom and pop bookstores but it's not what the market is about right now. >> and of course, value to the capitalism. what it's all about. right? a value, though in a really great crafted product.

apple's managed to pull that off in pcs and technology. we'll see if the publishing industry can answer in some way. >> absolutely. over to rick santelli at the cme group. good morning, rick. >> good morning, carl. the dollar index is the topic today, and look at this ten-year chart. it's clear the dollar index is moving to the upside. now, we're going to look at my re-created chart you just looked at there. here's a ten-year chart of the dollar index. what traders are mostly looking at, this red line here is 80. that's roughly where we closed 2013. we're at the highest levels in about nine months now on the dollar index, because the euro is pretty much at a nine-month low. for our scenario here it doesn't matter if you're euro bearish or dollar friendly. in the end, here are the play. al receipt stop needs to be somewhere around 79. many are going to use 80. the got, swrl towards 85. this is a macro trade and one thing i it tell you about the dollar index and currencies in

general post-crisis, they started to coil. so important given the formation we've seen. switch gears. we've talked to a great length about the gdp. simon talking about thursday's gdp in germany. if you look at the last ten quarters or so and quarter over quarter gdp in germany, you see their last read was .8. backwards in time, the last time we had a negative number, fourth quarter of 2012, although two negative numbers in 2012, second quarter as well. i bring this up, like the united states, like all the developed companies, post-crisis, whatever you're marking, one thing we've seen, these economies seem to have gotten their see leg sea l. meaning maybe this is the new normal? seen negative numbers and 4% numbers in the u.s. cycle through several times.

so the long and the short of it is, why is the german gdp number going to be in negative territory? look at zoot today, talked about it today, business confidence. many to geopolitics. there's an influence there. in the end, if you're a trader, the issue should be the vulnerability of the european economy and the german economy at large because it's that vulnerability that allows geopolitical issues to be interpreted the way they are. a strong economy would be bulletproof. what's the issue regarding russia and germany in europe happen? when the weather gets cold, think natural gasp for the moment, there are structural problems in the european economy above and beyond the effects of geopolitics. >> all eyes on the number thursday. we'll be watching. let's get to squawk on the tweet. lyft accusing uber of ordering

and chananceling thousand of ri. what should lyft do to retali e retaliate? we'll air responses on later in the hour. test.

dsl myth #1. it can help your test. business save money. false. the truth is when you compare our fastest internet to the fastest dsl from the phone company, comcast business gives you more for your money. why pay more for less? call today for a low price on speeds up to 150mbps.

and find out more about our two-year price guarantee. comcast business. built for business.

twitter facebook. he landed on the scene in "mork and mindy" between 1978 and 1982 and a comedic icon with signature improvisations and rapid switching between different characters. >> do what's in your heart son, you'll be fine. >> reporter: great suck with drama, a teacher in "good will hunting" in 1997. >> good morning, vietnam! this is not a test. this is rock 'n' roll! >> reporter: "good morning vietnam" and "the fisher king" and "mrs. doubtfire" hit so

popular, last year the most frequently played movie on basic cable. >> dear, i specialized in education and entertainment. >> reporter: a sequel to the hit was in the works but hadn't started production and presumably will not go forward without williams. dozens of films found audiences around the world grossing $3.3 billion and $5. 2 billion worldwide, not adjusted for inflation. you will be able to see williams on the big screen. wrapped shooting on four movies yet to be released including the night at the museum franchise, that's due out in december. >> i'll tell you one thing, people on twitter love the statistic of "mrs. doubtfire" the most played movie, justifiably in the view of people. >> drawing a new audience, younger generations as well. >> thank you so much. today's squawk on the tweet, lyft is accusing uber of ordering and canceling thousand

of rides in an effort to sabotage at service. we're asking if true, who should lyft do to get back at them? we'll get answers next.

nice to have squawk on the tweet today. lyft accusing of uber ordering and canceling thousand of rides to sabotage the service. this morning's squawk on the tweet. uber denied allegations but the rivalry's fierce. we're asking if true, what should lyft do to retaliate. lyft should put gaucho marx glasses on all cars. take the high road and win. act like adults not like two spoiled kids squabbling over a shovel and pail in the sandbox but there's a lot of sand, in the form of money, they'd like to play with, too. >> don't tell kevin o'leary. >> glad i wasn't in the sandbox with him as a kid. >> what he said barriers to entry, he believes, in the

business aren't that high, right? protected -- >> now that the regulatory hurdles have been overcome, it would seem. >> someone's going to lose oxygen. >> have a great afternoon. over to the judge. wapner's in session with "the half." >> welcome to the halftime show. today's lineup, josh brown, stephanie link runs jim cramer's charitable trust, pete najarian and we begin with the wall of worry. how stocks are trying to climb it, once again, even in the face of two developing and deteriorating situations in different parts of the world. real concerns now about the state of the european economy and its biggest play, germany and the mess in iraq and the threat of oil assets. jim is in london today and our chief international correspondent, michelle caruso-cabrera right here on set