pru, prudential, i bought it. >> i'm going with underarmour. >> mike murphy. >> ingersoll-rand, breaking above 60. quarter fortinet. you notice polyilwill pick it up neu. you bet we will pick it up right there. the s&p up a percent and a third, and the russell closing in on a 2% gain. in one minute, why the bulls are running yet again today and why some say the evidence points to bigger jumps in the days and weeks to come. they have been some of the biggest ones, the biggest

droppers. we set up special stock screen that taught us a real lesson in trends, and whether you're better off buying the big dippers or the steady eddies. we're focusing on the bag and blue chips this hour. first to sue, where the action is. one of the biggest days for the bulls in fact. 3m, last trade up 7.80, almost a 6% gain. tractor supply is up 14.6%, and caterpillar coming in at up 5%. >> this happened on tuesday, we

had another meltup. slow move to the up side during the day. what happened on tuesday, very similar to today. a bit of relief remember, they were big sellers during the panic. that's a problem, now they're being forced -- we're -- november and december, we're also going to see buybacks come back in a big way. sure there's other factors, china's manufacturing numbers a bit better than expected. oil is stable today, also a factor. >> art cashin said that was the cherry on top of the sundae. >> kudos, art. good way to characterize it. look at the airlines.

united, continental quarterly profits were up 82%. not all of it is due to oil. obviously their capacity is being lowered. american airlines earnings up 60%. this is a major, major help here. do you want to see lower earnings due to oil companies when you have low oil? look what happened to occidental petroleum here? down 21%. >> but you've been making that point all along. >> this is how it can help and hurt companies overall. meantime the car business is doing great. three cars report iing oriley ao with excellent number. so i really do think that hedge funds are playing a major role is what's going on. >> well, they have to play catch-up. the end of the year comes

quickly. ty, up to you. >> check out this chart of the dow industrials since that sell offlast week. it was last wednesday when the market -- the dow at least touched bottom there. it has rallied back, as you see, in that time. dominic chu has been crunching numbers which stocks were the best bet since that big dip last week. you might be surprised. pinches what's interesting is the october 9th dip, the dow dropped 335 points, almost 2%, the second worst point drop of the year so far. there were a handful of stocks that did okay. if you look back to the long-term dip, you mentioned netflix, gap, all those took big dips, and they are up off of those lows, but there are some stocks that held up very well during the market volatility and are still up. so check one of them out.

ve ventast. it's still up another 4.5% since then. another real state investment trust, up about nearly 6% since then, and then equity residential up about a%, the day when the dow fell over 300 points, it's up since then. so star standout. you don't have to pick individual stocks, some etfs track this particular space. van guard real estate investment trust, that's up about 5% just since october 9th, and then there's the dow jones, the spdr one, so all of these real estate -- >> those are reitetfs? >> yes, real estate visit trusts, so funds that track the real estate indices, so investors were looking for yield maybe in a low-interest rate

environment, and those were star standouts ever since those markets hit dips. >> dominic, thank you very much. as you know, the stock market is rallying today on strong earnings, but at&t is the latest big cap to record disappointing results. this followed weak numbers from mcdonald's coca-cola and ibm earlier this week. is there something wrong with some of the large caps right now? joins me is equity strategist and content, chief investment officer for pioneer investments. joins us as well. he oversees all equity and fixed income strategies at that firm. gentlemen, welcome. so phil, we did have real will good earnings today, but earlier in the week, we had those troubled spots, in some of the bluest of the blue chips. does that worry you at all? >> it doesn't. i think some of the names you mentioned are frankly one-offs. a company like at&t, verizon is producing pretty good numbers. coke cola.

pepsi is doing well. ibm, hewlett-packard is doing well. there are companies in the same industry producing much better growth number. >> ken, would you agree? some say there's a generational shift going on in some of the big caps. >> i think blue chips get redefined. we don't know what the blue chips of the future may look like, but i think earnings are looking excellent this past quarter, and it's likely to continue for the next few months. >> it sounds like you still like the big caps. >> absolutely. keep in mind that big caps have one other factor that's been impeding them. that's global growth has been somewhat weak. they have more trouble getting out of the way of make roe economic conditions the as the situation improves and hopefully we see some ability -- they'll be able to grow their top lines even better. >> you like economically

sensitive categories, such as? >> technology, consumer discretionary, industrials, ken made a great point. we know about the fact that currency is potentially a headwind, the thing that really resonates with me, sue, is the fact that here we are 40% of the way into the earnings season. the street has given company managements an engraved hall pass to talk down the fourth quarter, based on those issues. only about 15% of them have reported, about 20 companies or so, have actually guided down by 3.5%. so from my perspective if companies didn't take this opportunity to guide down because of the currency, slower global growth, that must mean the visibility into next year is pretty good, therefore they're staying pat. >> we're going to go steve liesman. we'll be back to you in just a second, bur our senior economics reporter is taking a look at the

u.s. growth picture. it stayed strong despite all of the market volatility. steve, up to you? >> all this market volatility, concern about economic weakness, we continue to track the u.s. economy at a stubbornly strong 3.1% growth rate in the third quarter, according to the rapid update. the rapid update is the average of ten wall street economists tracking forecasts, so it changes as the data comes in. but the number remain fairly stable. take a look here. if the forecast holds, it would be the fourth quarter north of 3%, except in the one negative -- in the first quarter that people think was weather-related, still pitling over that. say around 2.5%, because that's a number that puts the unemployed back to work. over the past several months, up 3 to 3.5, and jobs numbers, down by the weak retail sales reports

this morning more gh news on the jobs prospect. but that's the sixth week in a row be -- equal to the best levels of the expansions, and lars. now leading economic indicators also coming in above expectation. this morning there's still another month of data to go, so you can't write the quarter off yet. there remains -- but so far maybe the market is sensing that the decent earnings and data tell a story of a resilient u.s. economy, sue. >> well, let's ask that of ken, do you agree that maybe that is exactly what the market is tells us? >> absolutely. the economy is better than people appreciate, and i think it's broughtening out in scope. we'll see better economic data. i think, by the way it's at a time when we've had quite a boost now from declining energy prices and lower interest rates. we've seen a big increase in refinancings, i think the extra

money in the pocket of consumers may mean a better holiday spending season. one last point i will make is i think people are under-appreciating the positive earnings momentum, because we've seen evidence from the esm data that we've been running on the services side resulting in better production and top line growth, coupled with decline -- and now commodity prices. in other words, margins are not only not collapsing, but increased a bit over the course of the quarter. >> phil, we talked about what sectors you like. obviously you like the u.s. market. if you had to go elsewhere in the world, where would you put money to work? >> where we woorcht put money to work is treasuries. we think the yields ought to be rising over time. our models right now are suggesting that the u.s. is the place to be. if we take a longer time frame. if i look out over the course of

the next year or two, things are so bad economically in japan or europe, or at least the perception is they're so bad that those markets, those economies absolutely need a very strong policy response. if we get that policy response, those stocks are at an attractive level such we could see stocks move up, but the quid pro quo is there, but we need to see the government officials do the right thing. >> gentlemen, thank you. thanks phil, thanks, ken. up to dominic for a market flash. >> one sector on fire today are the defense stocks overall general dynamics leading the way higher, hitting a record high in fact, a day after the third straight quarterly earnings beat. lockheed martin as well. raytheon posting better than expected third-quarter earnings. but raytheon's ceo telling analysts that gee os -- and rising threats are boosting demands for the tomahawk

missiles. take a look now, folks, at the benchmash ten-year note. remember those yields last week, down 1.86? look at them now, up nearly 2.3. the yields on the rise, and so are mortgage rates. diana olick on the house been beat today. >> if you didn't lock last we're, you are out of luck, fred yik mac reported the average rate on the 30-year with 3.92% from last week, the lowest this 16 months, but that number, my friends is already old. my mortgage in other words, you know who you are, tell me we're back at 4% for the best borrowers, and highers for the rest if you did not lock in the last eight days, you missed the boat. the move higher is thanks to a turnaround in the bond market. investors are pumped today on better news on the global front, selling bonds, sending the yield on the ten-year to the highest level in two weeks. mortgage rates follow that

loosely. we know a lot of folks did try to refinance their mortgages last week, jumping 3% week to week, up over 40% from a year ago when rates were higher. unfortunately the dip in mortgage rates did nothing for home buyers. they didn't want to lock, so we could see the rate drop again, depending on what the fed said next week. >> dominic chu now with a market flash. >> home builders all moving higher in this bullish sessions. you can see all of them to the up side, so home builders a big focus again. >> in real estate, one of the big issue of the hedge fund manager ken griffin is facing in his increasingly ugly divorce battle. we'll have details coming up. we also want to hear from you. should prenups be a contractual part of marriage? if join the conversation.

as we head out, take a look at the dow 30 heat map. are there any red ones? yes, verizon, proctor and telephone, at&t. requires precision and anattention to detail.g it takes knowledge, hard work and a plan. at baird, we approach your wealth

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the dow is enjoying one of the best days of the year. shares again helping the dow up about 200-plus points here. 254 right now on the session. those two companies top. earnings center stage on wall street today, in helping to push the dow, tyler, strongly to the up side. back over to you. >> from chu to choo-choos. amid mixed earnings the sector, volume growth for the rails also continuing to rise. could it mean a major gridlock on the rails? morgan brennan has been looking into it. what did you find? >> railroad operators have seen freight volumes surging all year. they've all grown by double digits this year, but there is a catch. we've seen backlogs, delays, service disruptions. the energy boom in that area is

a key reason. >> we've seen a big impact on our railroad from the growth of energy business, from frack sands to natural gas liquids to crude oil. we have a lot of infrastructure and work going on, but right now we have a slower network. >> this issue, which man 'tises if choke appointments like chicago, where all the networks converge is why canadian pacific approached csx about a now defunct merger because the ceo expects the worst gridlock ever if the industry continues as it is. other operators csx, and norfolk and others say it won't helped in their investing in more trains and crews and better tech. speaking of better tech, this is why we're seeing industrial giants like general electric begin to invest in better automatining lock motives. >> so you don't have think clogging points as much? >> exactly. increased product activity. >> morgan, thank you very much.

moving rather randomly from the rails to a divorce battle between hedge fund titan ken griffin and his wife. it's getting uglier. we want to hear from you. should all marriages have a prenup? joining conversation at cnbc.com/vote. how romantic. kate kelly has the details on the griffin divorce spat. >> i have to say in terms of a prenup, it does not seem to be making things simpler. the war of words as well as money and property between griffin and his estranged wife seems to be escalating. new details of the money manager's wealth and holdings are emerging. in a court filing late yesterday, ken griffin argued that a temporary restraining order requested by ann dias-griffin after he entered her current residence should not be given, and he defended decisions he made to let go of certainly staff members and restrict access to an apartment that is attached to the chicago

penthouse where diaz-griffin and their two children currently live. griffin's tough talk comes off she complained in her own recent filing that he was cutting off her credit cards and closing their family bank account, making it difficult for her to pay for their three children's expenses and he had threatened to, quote/unquote, crush her yew the prenuptial agreement, a document she arguments was coerced just days before the wedding. it's not just the penthouse in dispute, but a whole array of renderses in miami, aspen, hawaii and new york, where she apparently wants to take the children and live -- new york, that is, she argued with such a high net worth and earnings last year of $800 million, as the head of citadel, he clearly has the resources so support the

family's current lifestyle. given that the main fund is up 15% from early october, notwithstanding the recent volatility, we don't know where they are given that, but still a big outperformance, it would appear those means -- >> i gather central to this, ms. dias has a money management business of her own. >> she at one point managed aragon. i believe she has since closed that, dedicated to doing philanthropic work. >> she wants to move with the children to new york. >> she claims that was her residence before the marriage in 2003, that's where she ran her business, and ken griffin, who is said in one of these filings to actually be illinois's wealthiest person, is very much dedicated to chicago. that's where he founded his company and wants to stay. so it's not going smoothly. >> money can complicate things like this in a big way. >> yes. >> kate kelly, thanks very much. let's lock in the vote. i'm somewhat surprised at this. should all marriages have a

prenup. basically 7 out of 10 of you say yes. just 3 out of 10 say no. >> that's surprising to me. >> i would have thought this would get the romantic vote, like love conquers all, but we have a very practical. >> a required part of marriage. >> interesting. >> would you sign this, please? >> what are you suggesting? >> i'm surprised by that, too, ty, but on the other hand we have a business audience. check out the nasdaq composite. the best week for that index since january of 2013, trading up 71 points. let's look at the nasdaq 100, the top performers right now. tractor supply, o'reilly automotive parts and election onpharma. we are back in two minutes' time with the dow of 244 points.

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the number 1 doctor-recommended frequent heartburn medicine for 9 straight years. one pill each morning. 24 hours. zero heartburn. s&p 500 enjoying big gains today. you can see earnings up there by about 1.3%. tractor supply on, what else, strong earnings followed by carmax, increasing the stock buyback to $3. billion. parker hannifin announced its own buyback program.

o'reilly automotive, and a big day overall for the s&p 500, sue, back over to you. >> sure is, dom. a big rally on the street. the best week for the nasdaq since january 2013. kate rogers is following the big movers for us. >> the nasdaq up also nearly 5% for the week. so the big movers here today, some dom just mentioned, tractor supply company. that stock over 4% today. another big mover, o'reilly automotive up over 6% deaf the third quarter earnings, that stock hitting an all-time high. another big mover here, among the biggest biotech gainers today, up near 6% after reported better than expected earnings, and profit on sale to the blood disorder drug solaris. alex onupping the forecast.

the btk is a leader. the index also up -- and the year hitting a record high after having touched correction shun territory just last week. among those those, reagain ron, amgen and celgene, and facebook up 2.5%, apple up near 2%. kate. >> thank you so much. let's look at the metals market. last trade on gold probably not surprising that we have a sell-o sell-off, because we have such a big move in equities. silver, copper, platinum and palladium. you can see the copper mark is up, so is palladium, an the platinum market giving back a little strength today, off about 1% or so. to the bond market, checking in on interest rates and currencies, rick santelli tracking action.

ricky, over to you. wow, what a run it's been, you realize we are now, what, 44 basis points off a week ago wednesday 186 intraday low? , just a whisper under 230, up eight basis points on the day as you sea this 24-hour chart. if you open up the chart to early october, 10s haven't been here for about two weeks. the dax, like all over equities got its footing today, moved right through 9,000. you can see it here on the may 1st chart. the last chart, see, was talking about foreign exchange. this is september starts. it's had a rocket move. it did take a breather, but the formation on the right tyler, back to you. >> stocks, of course, soaring today. the best since january of more than a year ago, january of 2013. the biggest movers this hour, and where we go from here.

look at all that green. containing the outbreak, the race is on to fast-track ebola vaccines. drug makers want immunity from future claims. should they be allowed? the full story coming up. you can weigh in. go to finance.yahoo.com. ebola drug makers want immunity from lawsuits. should they be allowed? yes or no. we'll be right back. mattel is head quartered here, and it's the busiest container port in the country. can you name that city? ♪

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welcome back to polypoly. eli lilly, the drug maker, the stock is lower after the dug maker said the quarterly earnings plunged 58%, hurt by special charges and generic competition for its depression drug form the stock is currently down there by about a person. in trading for the year, though, the stock is still up by about 25%. >> we have a triple-digit rally right now, up 263 points.

best week for the s&p since january of 2013. bob has a quick update. >> the important thing is the volume, while it's modest on the nyse, said good volume. you can trade etfs, but not the underlying stocks. take a look at some etfs that have big volume. that's an indication when you have big volume there. there's your own whole. dan varied's growth etf, that has a lot of volume as well. you're getting into the stock market here, we've seen more risk in general. etfs here, bbh, that's got very good volume today. that's a sign people are more risk oriented. the home builders index, that's got very good volume. decent records from some of the companies this morning. that's a real high, that's a

risk-on trade right there. look at they nice moves to the up side. no particular news mere. diamond offshore, but remember a lot of these stocks were down 20% and more two weeks ago in that panic. sue? >> bob, thank you very much. let's bring in cnbc contributor jeff kill burg joining us from the cme, and as you is e, the freshly shaven kenny policy carri is here with me at post post 9. arms wide open is a pediatric cancer foundation started by a mother and father who seven years ago found themselves with a very sick child. in fact they changed the world. they raced $400,000 last night, bringing the charity to probably

$1.1 million since inns inception. >> you said the in here last night was amazing. >> great. you did it for a good cause. i'm getting used to the look. >> it will grow back. >> if you want to donate, you you still with. sw:ccf.org. and you can donate for a terrific cause. tell me what you any about today. it makes me nervous when we see these big moves. >> fear being substituted for potential xlas jane. 2% move in the s&p 500, i think it points to the fact that realized volatility. as you know, that's the actual movement currently in the s&p 500 on a daily perspective. versus implied -- we saw the vix go up, and now it's off nearly

50%, so volatility is saying that nothing is really happening. >> we have had seen such a vision reaction last week, so i'm not surprised to see this up, down and back up again, because it's trying to repair itself and find a stabilitization. so it does feel better. so i'm looking forward to better days ahead. what worries me, jeff, also, i'm kind of a worrywart today, a lot of bick video are are hedge fund managers, that's not long-term money.

>> the reason to be suspicious. that was evident in tuesday's trade, but i think the big take away is yet, we thought we were going to hell in a handbasket last week. i think bullard quieted the fear mongers out there. he basically suggested december i think personally it's political suicide, but despite the fact that it expanded the balance sheet i don't think they have in power at this point. >> all right. thank you, guys. i'm not used to it, but i will. thank very much, sue. governments, global agencies and drug makers all the under pressure to fast-track experiment at ebola veecks, protect the public. but the vaccine makers want -- >> hey, tyler, amid, drug peas

maybe be looking for legal but glaxosmithkline and johnson & johnson are speeding development of ebola. as you see j & j said yesterday it's investing $200 million to accelerate the program. the drug industry says it typically takes years rather than months to develop vaccines, but with ebola raging, there's the pressure to use all potential tools to contain it. this isn't a new idea. it was raised during the swine flu emdemocratible ago well. the ceo told bbc that indemnity makes sense, because the veeck is being used in emergency situations before the protile is confirmed. meg, in today's poll of the day -- they are seeking immunity from lawsuits. should they get it?

here you go. 50% say yes, 50% say no. california is in one of the worst droughts in its history. cities are fighting back with special task forces that make sure no drop is wasted. jane wells on patrol in l.a. hi, jane. >> hey, tyler, here at the brokaw news center outside our office, you're seeing drought tolerant landscaping. no grass. if you don't like it, well, we ride along with the water cops, ty. >> and we want to you weigh in. should you turn your neighbor in for a water violation? go to cnbc.com/vote. plus -- >> today's powerhouse is home to the world's fourth busiest airport. directv is headquartereded here and hosted the olympics twice. can you name that city?

it's -- users can contribute anonymously under multiple pseudonips, but it does fit with the zuckerberg strategy of building out a family of mobile apps. facebook shares are trading up over 2.5%. over to you. cal. >> caller: is in woust worst droughts. there are special task forces to make sure there's no drop wasted. would you turn in your neighbor for a water violation? weigh in. now we go out to jane wells, who went on a predawn patrol with sacramento's water cops. >> hey, sue, the u.s. drought monitor is all of california in drought. more than 80% in extreme drought conditions or worse. there are all kinds of new rules. if you break them, well, meet

steven upton and his boss. they don't wear a badge or carry a gun, but they do mean business. californians love their lawns, but the grass is now greener someplace else. water is restricted in much of the state, and for people who break the rules. >> we're sort of just done with letting people off the hook. >> reporter: there are water cops. >> we saw the -- you know, the gutter need reply complieded all the way down the street. >> steven upton is doing a predawn patrol. here in california's capital, governor brown is living up to his name. outdoor watering can only happen two days a week. and today isn't one of them. >> even if this was the watering today, this is way too much water. upton goes from house to house snapping photos of rule breakers, then posting notices. first violation is a warning. >> yeah, the grass is soaking. >> reporter: with a second violation you start paying, $50,

then $200. >> we've had a couple thousand dollars fans, we've got from bakley three people doing patrols, and following up on calls that came in. >> calls reporting violators are up tenfold. >> the call volume like neighbors calling in are civilians calling in is just -- it's enormous. even if residents sometimes tell them to get off their lawns. >> we've been yelled off a property and threatened, but not too violent. it's part of the job we signed up for. >> the irony, in sacramento, it currently is still against the rules to have fake grass in your front yard. sue and tyler, you can have dead

grass, but not fake grass. that's something the city is taking a look at. back to you. >> jane, thank you so that. let's lock in the viewer vote. would you turn in your neighborhood? 66% say no, you would not. 35% of you say you would. record spending on this year's midterm elections. you would not believe just how much money we are talking about. plus the numbers aren't adding up for one politics and we're not talking about approval ratings, but book sales. who's the author? that's coming up. the dow is up 260. back in two.

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from the surprised designers. who came to the rescue with a brilliant fix male designer: i love it narrator: which created thousands of new customers for the tennis shoes that got torture tested by teenagers. the internet of everything is changing manufacturing. is your network ready? welcome back to "power lunch." the rest of the market getting a boost. exxon, mobile, anadarko, chevron, the majors all moving higher. back over to you. >> dom, thank you very much. the midterm elections projected to be the most expensive mid terms ever. john harwood is here. john, how much money are we talking about? >> $4 billion, between the candidates, the party

committees, a flood of money, and some of those people are beginning to see the return on the investment. early voting has already start. this close to election day we can make sense of how those votes are likely to fall. first of all, you see on the wall the current senate, 55 democrats, 45 republicans, that means harry reid is in charge. let's project forward to after election day with the seat that we know are pretty well locked down. which leaves 11 left tore decided. now, let's brea the 11 downs. democrats are leading narrowly. new hampshire, jean shahin, the incumbent, kay hagen the incumbent, and in kansas where greg orman calls himself an independent, but democrats expect he would caucus with them, he has a very slight lead over pat roberts, the three-term republican incumbent. but republicans lead narrowly in the other eight races.

let's look at those. begich of alaska, pryor of arkansas, udahl of colorado, are all in big trouble right now. then you go to the next set of democrats in trouble. bruce braley, joni ernst is leading him in the polls. mary landrieu in louisiana, democratic incumbent also behind michelle nunn in georgia has been closing, but remains narrowly behind in polls averages. finally two other races, kentucky the marree race. mitch mcconnell. union attractive opponent in allison lunder grin-grimes. south dakota a three-way race, with larry pressler, but mike rounds is the favorite. where does that take you? to a nat that looks like this,

52 republicans, and that would put mitch mcconnell in charge for the last two years of president obama's terms. some of these poll results are going to be off, and democrats can see in the state of kentucky, which we talked about earlier, they are back investing in advertising for allison lunder gan-grimes. so we'll have a while to wait before this all shakes out. larry pressler, in the senate in the '90s? >> '80s and '90s, now running as a -- and now he's running as an independent. also democratic rick weeland. this is where all the democrats care about is defeating mike rounds like they want to -- >> is south dakota a seat where

the democrat tepid aside? >> yes, tim johnson. >> it is up for grabs. >> but i think it's likely -- they had a flutter of excitement. have been sold since its release. >> ufr written the book. i this think it's a reflection that andrew cuomo, as high an office as he's ascended to is not an especially likable person

in terms of his public -- i haven't covered him up close, but in terms of public demeanor. if he had a serious shot at the presidential race, people might buy in in anticipation of that, but i don't think so. >> that's $28,000. they paid him something over $700 those -- >> that's an advance? >> so he's got to make $671,000 more. powerhouse time. hosted the olympics twice, can you name the city? l.a., los angeles. quick snapshot of the los angeles metro area, according to psio. inventory of about if,000. today we're focusing on the east side of the hollywood hills and burbank, the local mls service says properties are on the market for an average of 95 days. our first list seg in the

hollywood hills. tell me a bit more. >> as you can see the building was constructed in the 80s. it's right at the top, above all the studios, warner bros., across the street from actually the cnbc studios. so it's quite central. second under contract for $645,000, taxes are $8,000, two bedrooms, one bath. 986 square feet. what do you think? >> well, this house is really beautiful. it actually has surroundsound system built in the backyard. there are six speakers. custom pool, and the owner of this property does work in the studios. so it's quite remarkable, and it is charming burbank.

johnny carson, you can't say more than that. >> that's true. powerhouse of the week. in the hollywood hills. 1.5 million. taxes 18,000. three bedrooms, it's a beautiful modern. >> as you see it's pretty much the walls of glass. originally build in 1954. each other than has put their separate stamp on it. this kitchen we're looking at that was just recently done, and that's the media room with surroundsound built into the entire ceiling. it's like the adult treehouse. >> it looks like it, yes. bringing the outside in. thanks a million. nice to see you, two. >> with the dow up. that's it for "power lunch." and stony stony begins after a quick break, right, ty? >> the market rings out nice gains after yesterday's rather bracing sell-off.

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"street signs" is back on the floor of the new york stock exchange exchange. standing in no brian today is my good friend scott wapner. >> good to be with you, mandy. dow jones industrial average is up 264 points. take a look at the nasdaq and s&p 500 as well. on track for their best call it an earnings-led rally today, certainly what it's been, 3m, caller pillar, celgene, and that spurred stocks right from the get-go. bob pisani, that's been the story, better