going to hold the parties. over to "squawk alley." good morning. >> good morning. and it is 8:00 a.m. at twitter headquarters in san francisco, 11:00 a.m. here on wall street. "squawk alley" is live. welcome to "squawk alley" on this tuesday morning. joining us is the kevin o'leary, chairman of e o'leary funds and investor on shark tank. good to see you. we have to start with the wig story u which is twitter. getting hammered after reporting

slowing user growth and disappointing guidance. it wasn't all bad. posting revenue that doubled in the third quarter. that topped estimates and julia boorstin caught one the dick costel costolo for the next quarter. >> the mobile profiles have dramatically increased the number of views, the number of engagements and the number of specifically of media content views on those profile experiences. so we like a lot the strategy we've got to grow that logged out audience. >> of course there is not a whole lot else for investors to like even though twitter ceo is bullish on that business model. kevin, what do you see is the company's main problem given slowing user engagement as well

as slowing user growth. >> articulating its vision and putting mile stones in place that i as an investor can understand number one, number two i can can see achieved or not on a quarter by quarter basis. and number three speaking more in english terms. i didn't understand what he said yesterday. i'm not it k kidding. it is total confusion. every quarter it gets more confusing. i think that guy is the problem. i this i dick is the problem. >> well that's been the resounding chorus that's been brewing from investors this morning and that is this question of whether dick costolo is the right person to be leading this company. jim cramer talked about it and said it's possible he's out of his league. i wonder at what point do you think we're having a conversation not only here at a media but at board level about whether he is the right choice. >> i don't mind crazy visionaries. that is fine, e particularly in companies like these which

create platforms from nothing. but what i really need as an institutional investor is to give me some metrics for the calendar and quarter that you are going to achieve so i can see if you get them or not. and that is the trouble. they can't seem to articulate something that is measurable quarter by quarter. it is always pivot. this happened this quarter. this is the next thing we're measuring. this is what we care about. we love our business model. give me a number that you're going meet. that's what i want. >> that is the thing. isn't it kevin? they are giving measurable numbers it's just maybe when they don't look so great the one quarter athey say here is another number. we're not going to tell you exactly all the details you want to know about them but trust us it is growing and going to be good down the line. >> you know this whole concept of logged out user sounds like 20% off retail to me. a bad idea to put that out. i asked who else uses logged out

users i can use as a comparable and the answer is nobody. >> tv stations and newspapers. >> i get it but that is not where you wrant to go with this story. newspapers are the dinosaur now. and that is the big problem with twitter. growth now on the minds of investors. if you are trading north of 20 pe and be a growth story and i have to wait the another three years to get under 20 pe you better show me growth numbers every quarter. >> you don't want to draw the comparison to tv or newspaper users but essentially that is where the audience is growing. and contrast that to facebook and what you think we'll see out of them after the bell. they are using many of the same metrics except they are going in the right direction. >> they have huge cash flow growth. that is what matter. at the end of the day this is about cash flow.

so all the terminology and platform growth and their successful transition into monetizing mobile are on the minds of every investor. so they have done it right. i just think twitter, which by the way i use in platform and television, and all the time on shark tank. you can't criticize the platform. but when you compare the vehicles, facebook which puts out solid metrics every quarter and tends to beat them and grows free cash flow. that is a huge difference. twitter those get more focused. >> can apple and alibaba start working together? tim cook and jack ma were acting like buddies yesterday. josh lipton was there and joins us from los angeles with the highlights. >> the biggest headline to come out of korves conference. a potential partnership between apple and alibaba. >> we are going to talk about

getting married later this week. so we'll see. i have the utmost respect for jack. and what -- we love to partner with people that are wicked smart, that have flexible teams, that are product-based and that push us. and we like to push them. and so those partners we work the best with. and i think jack has a company that is exactly like that. >> now both stocks are trading higher today. apple touching a new all time high. and al wibaba around 100 bucks share now the largest publicly traded non u.s. company by market cap. cook might have had a very nice thing to say about alibaba and jack ma but he didn't pull any punches when talking about his big rival, google. >> we believe that your data is yours. and we are not about collecting

every detail about you and knowing what time you go to bed and where you spend your money and what the temperature is in your house. >> of course google completed its acquisition of nest, the smart thermostat maker for $3 billion earlier this year. cook with was also asked about karl icahn's suggestion that apple buy back more stock. cook defended apple's current return program. >> i think that apple is undervalued and i think a share repurchase is a good thing for us right now. but it is a second priority to the investing in the business. this is number one. >> -- posted as well as any news coming up later this week between that meeting between cook and ma. back to you. >> very business conference. lot of head lines.

you heard josh mention shares of apple are at another all time high today. stock is up 32% so far this year. kevin you own apple. you have been bullish on it in the past. you have called it under valued. but what do you think is it outlook is especially with this talk about potentially tying up with alibaba. >> i like this story. apple has everything for every investor. if you are value yield investors like i am, you are getting a the deep discount to the rest of tech. and outlier growth elements like apple pay and tie ups with the alibaba that are so interesting for future that it keeps you compelled. so everything for everybody is the reason this could be a trillion dollar market cap company. is there a ceiling? no because every investor has something they like in pl.

versus a gopro or a twitter where it's missing an element for all investors. they are no value yield. no dividend. apple is good for everybody. it is a wonderful story and this even makes it more interesting. >> well maybe not so good for google kevin. i'm fascinated by this war of words going on by tim cook and eric schmidt at google. tim doubling down talking about the privacy concerns. i'm wondering should google investors be concerned about the retd rick or just more like the rhetoric we've seen in court between apple and samsung? and, you know, could this have any follow on implications maybe in china where they don't want anybody snooping in on them and google hasn't made much headway. >> a big buoyant. and google extracted itself out of the china story saying they wouldn't do any evil. that was a huge mistake for shareholders in google. and now you see the outcome of it. this is a big problem for them.

the largest growth market is where they are second tier because of that. i don't like this do no evil. do you have what you have to do in every market. they made a big mistake. what you have to do is make -- >> occasional strategic evil maybe? >> there is nothing evil about making money as long as you are applying by the rules. that is where the white light comes from. that's why it's a good thing. >> apple is creating rivals in the retail space, maybe unlikely rivals, if that. do you really think that retail space and these merchants can create a technology that would actually compete against apple pay and formedably? >> i think the whole transition going on electronic payment is fascinating. and it is going to be really at the feet of large scale players with deep pockets. what i predict is going happen here and i've looked at a lot of start-ups in this space the margins are going to be crushed.

financial ip fracture where ynf you make a couple of hundred basis points on a thousand fruxs. so you need scale. apple is one of the players. i think this war between retailers. i was disappointed with the cvs decision because i like to use apple pay there. and while they are at it give me the couponing system. all of these things are interesting. so it's going to be a fantastic war. but as an apple shareholder i think they have a good chance of getting 20 or 30% share. >> you still have to keep the plastic handy least fur now. >> switching gears. josh lipton down in southern california. julia boorstin is in northern california. she's live at half-moon bay with

the latest. >> that's right. a ceo who says his industry is incompetent. another may change the company's entire bhiz business model and kim kardashian all converging here. making big head lines was t-mobile ceo john ledger. >> one of our best weapons is the ineptness of the industry. and it continues. i'm not kidding. you guys know it was 18 months ago when went to 100% no contracts. and that is back when the concept of telling you how much this thing cost was novel. >> and youtube developing an ad free subscription service. >> there are going to be cases where i don't want to see the as

ads or i want to different kind kind of experience. and there are lots of apps where you pay for that with an ad or you choose to pay. so it's ad or fee. so i think like that is actually a pretty interesting model because it is giving users choice to be able choose what they want. >> also saying that half of youtube's views now come from mobile devices and the conference does have some star power. kim kardashian took the stage to talk about her business. >> a blackberry is my heart and soul. i love it. i'll never get rid of it. i do have an iphone and i use that for photos. but i just -- if you have to handle an e-mail and you have to type fast, i need to feel that board. >> she keeps three blackberry

backups at home. buys them on ebay and joked that she'd like to buy the company. back to you. >> sounds like we've got our first offer to buy blackberry. coming from kim kardashian. speaking of the --. plus you heard her talk about blackberry. tomorrow we're going to talk exclusively to blackberry ceo john chen. he's been in the job almost a year. kim kardashian will be happy to here the blackberry classic is on its way. all that tomorrow on "squawk alley." >> i'd love to hear john chen's take on whether kim could buy blackably but that's for another day. a check on the markets. the s&p has just turned positive for the month of the october. the nasdaq has turned positive for the month as well. the dow off about 165 points off

being positive for the month. earnings, the fed meeting has kicked out. the consumer confidence number, that print this morning, the highest since october of 2007 when the market was at its precrisis highs. >> we'll take it. and coming up we talked about the rough twitter earnings at the top of the hour. what can the social network do to turn things around? plus tesla ceo elon musk none too happy with the "wall street journal" this morning. find out why he's so fired up in a morning. and earlier this week, he warned humans are summoning the deem within the artificial intelligence. but is ai so bad. we go on with a brand new super computer a little later nancial bringing new meaning to the word partnership. banking. loyalty. analytics. synchrony financial. engage with us.

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a quick news alert from the hedge fund space. kate kelly at hq. >> moments ago hedge fund manager bill ackman arrived at an orange county courthouse involving a the case where allergan has fought a takeover by valeaueant saying they are guilty of insider trading. a shareholder meeting. we caught him on the way in. here is what he said.

>> are you confident today. >> wear going to hear what the judge has to say. you're never supposed to anticipate what a judge says before he says it. >> ackman of course holding about 10% looking to vote in favor of removing a number of of directors opposed to this deal with valeant. at the same time allergan is much opposed and have tried various ways to do it. including litigation. and a as well raising questions about a stance taken yesterday by valeant to potentially raise their roughly $179 per share offer to 200. note worthy too that michael pearson the ceo of valeant was walking in this morning as well. he'll be at the hearing in orange county as well. and back to you. >> a know a lot of people in your space are watching that. tesla, late yesterday the "wall street journal" reporting rough numbers for the auto maker. reporting sales of the model s

through september fell 20% year over year. didn't take too long for ceo elon musk to dispute that. quote the article is incorrect. september was a record high and up 65% year over year in north america. tesla doesn't report monthly sales. it only reports on a quarterly basis. the next time being early november. kevin o'leary, what do you make of the fact that ceo's can now just take to twitter to dispute anything they see in the press? >> i like the transparence but my advice is to follow the metrics of the auto industry t majority of which report on a monthly basis. i see no downside in him doing that. and i think total transparence in his case is a good thing. most people are very synthetthe sympathetic to the challenges he has in distribution where he's been shut out in states because it the doesn't follow the

typical car distribution model. other people want this product. so why not report on a monthly basis. what is the downside. >> transparency served basically to cancel all the losses from yesterday. it's now up 7%. to you wish the companies were transparent on a negative basis too? >> absolutely. all this does, the less transparency there is t more volatility you get in a story with a huge pe. as long as you have the tolerance for that kind of thing, that's fine. but in the long run institutional investors and retail alike like a little stability in their lives. they like go to bed and not to worry they are down 30% in the morning. so look, i think if we can get to a place where all of these vehicle, facebook, twitter, everything is done an industry standard and norm. there is no reason these vehicling can't be the way you disseminate data from a corporation. sort of like when we get a bad report from an accredited

journalist in "wall street journal" you get this big backlash on social media of which a lot is not accredited. from the ceo is one thing but all the rest of the blog sphere causes chaos. just give me the real number. >> tesla arguably one of them. do you have a call on them right now? >> i can't go there. i love the guy. he is a comic book super hero. i just hate the stock. it doesn't return any capital back to shareholders. you are buying hundreds of years earnings ahead. that always ends badly, john. it always ends badly. you just don't know when. i swear to you it is going to end badly. i'm sorry to tell you that. >> i'm going to go out on a limb and say you might not be around to see how that ends upturning out in a hundred years but you know we can dream. >> i just want to say one thing. i agree with kim kardashian.

i got my blackberry passport yesterday. i love it. i love it. and i'm not being paid to say that. >> well you are canadian, which is something we should disclose to our viewers. kevin good to see you. >> i love the stock. take care bye-bye. >> up next. elon musk is worried about waking the demon of the artificial intelligence but should you be worried? we go hands on with the latest computers and test it out and when weather hits, it's data mayhem. but airlines running hp end-to-end solutions are always calm during a storm. so if your business deals with the unexpected, hp big data and cloud solutions make sure you always know what's coming - and are ready for it. make it matter.

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it is halloween, so this is especially appropriate. famed investor elon musk warned with artificial intelligence humans are assu s ars are summo. meet emelia, the programmed computer programmed to think like you. a virtual assistant intended to transform the global workforce.

well so was sky net. joining us here is the man behind it. thanks for joining us. people probably bring up terminator all the type. you look like the guy that could develop the beginnings of guy sky net that dezrois us. >> it's used as one of the largest media companying handling their calls for the service desk. and one of the largest investment houses being the financial visor. in japan being the cosmetic for young teenagers looking for the right color lipstick. and in sweden in some cars being your adviser for a car whenever you need to talk to your car about anything.

artificial intelligence and expert systems when harnessed properly can be the greatest ally known to man as opposed to being in a combative position. and emelia is e blem attic of that. emblematic of that. >> how is emelia different from others? >> very insightful question. there is a proliferation of smart devices. so what is -- we must ask ourselves what are smart? intelligence is defined as the ability to acquire and act upon knowledge. the ability to quire and act upon knowledge to show you what we have done. rather than we talk about it. why not we have emelia talk. we just took your profile from

wikipedia. and we fed into that emelia and in about 10 seconds she says she got it. let's check if this is really a smart agent. was she able to understand it. was she able to learn and can she answer any questions. >> what are you trying to get from a web page. >> where was touschi born. >> minneapolis minnesota. >> is that accurate? >> that is accurate. >> where did she graduate from? and let's see. >> from greater atlantic christian school. >> that was my high school. that is correct. >> let's ask a tougher question.

when did she -- or rather -- >> don't ask her social security number, not on air. >> i hope that is not on the internet anywhere. >> when did she earn her bachelors -- and let's see. we can display her multiple lingual capabilities. >> we're seeing the way she can interact with a web page. but what actual industries do you see her interacting with. >> i think the question is, can technology yield quantum gains in business processes? and can technology yield quantum gains in outsources. as a financial advise, as a --

all the things that it can be the most faithful servant. >> doesn't look like a demon yet. looks pretty useful. so thanks. >> thank you. >> with growing concern in sbrnt a internet and hacking. this week two cyber security projects are battling it out and which vote would you fund? >> cyber ghost, protects internet users from hackers. encrypts via its own virtual private network and data center keeping your online activity completely anonymous. the campaign's goal. $70,000. currently it is raised more than

112,000. "secure selfies" uses your picture to lock smart phone pictures. protecting everything from photos to snapshot information. the app confirms identity to unlock phone functions. the campaign's goal, $50,000. so far it's raised nearly 13,000 in funding. who should be this week's tech crowd leader? vote now at cnbc.com/tech crowd. >> we just crossed 11:30 here on the east coast. because of the daylight savings time, it starts one week early other overseaings. so the close will be at 12:30 eastern time. and it will be back in "squawk alley" next week. >> we talked about twitter's earnings at the top of the hour.

can they tell us anything about facebook which reports after the bell today. nick bilton is was to weigh in. and head lines this year's code conference. john legere speaking late last night. >> get on your knee, crawl over there. get the iphone, do whatever the held you have to do. because seriously, your store without the iphone in it is [ expletive ]. >> wow. what an endorsement for the iphone. so what can we expect from code mobile today. colorful language. long hair. wallet mossberg and kara swisher are with us next on "squawk alley." financial noise

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twitter getting hammered after reporting slowing user growth and disappointing dwie i guidance for the rest of the year. the profits topped estimates. and twitter ceo spoke with us yesterday. and here is what he had to say. >> what i lack in hair and 2020 vision i more than make up for in self confidence and the team we've got and strategy we love. and we all believe in it. and we know that when we are

successful twitter will be useful and vital to every person on the planet. >> that was costolo's response. nick, how confident did he sound to you. >> he sounds for confident. but one of the things we have to stop doing from a wall street perspective is looking at twitter in comparison to facebook. twitter has a billion less users than facebook. they have a long way to go to catch up. and i think when you look at are where they are today, i'm not necessarily confident they are going to figure out the product strategy for at least the next year before they can actually continue to grow the euros user growth. >> nick you are not lacking in hair, probably not in self confidence. ky i can say that. do you believe in the strategy they are laying out? part sounds like the users that aren't logged in. sound like more than a content

company than a technology company. >> from a monetary standpoint i have no doubt they are going to do were well. a billion dollars in revenue this year. if if they wanted to turn out other ad revenue streams and so on, they can do that. where the company is having trouble is it is still the exact same company that it was when it launched in 2006 and that is 140 character messaging platform. and it hasn't really changed. and if they want to grow the user base, it really has to make changes to the product. and i'm not saying that it should change the 140 character limit but it should start to do things that really draw in users that are not the typical techy media people on there today. >> the company has been public now almost exactly a year and yet the stock pretty much chalks up all its gains from the first

week. and a lot of people are saying look it hasn't innovated much in the last year. at what point do you think the sto company stops try to be everything to everyone and works on the products that are most popular and most value added to its core user? >> i think one of the problems since day one is trying to figure out what the product is. and it's been an irn. and from the outside people continue to compare to it facebook and i see that as the wrong strategy. comparing twitter and facebook is like comparing a the coffee shop and a chinese restaurant. >> but -- valuation if you don't compare to it facebook. >> that is the problem. as the catch 22. you need the comparison to facebook to get the valuation but you can't have the comparison to facebook given the fact they are two completely different companies. facebook does video and contacts and photos and all these things. facebook and twitter are completely different. twitter has 140 character messaging system and i think

twitter needs to change what it's done as web has grown and things you can share online has grown. i think they need to change the strategy. >> nick bilton, thanks for joining us. when you think of re/code you probably don't think kim kardashian but she was the star from the start of the code mobile conference last night. >> i lauf blackberry. and every time i say that people are like horrified that i have a blackberry. and i don't understand that reaction. >> well because it's antiquated in the model t offen phones right now. that's why. >> kim kardashian. re/code's walt mossberg and kara swisherer here to talk to us. and first rick santelli. >> two things we don't normally pair together, housing and

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legere. >> scott thanks. from phones to wearables, re/code's code mobile conference is exploring the mobile revolution not only reshaping technology but business as a whole. yesterday's highlights run the gamut. you have kim kardashian west, colorful analysis in john legere and the unveiling of a possible knew youtube video model. joining us now re/code executive editors kara swisher and walt mossberg. from an always beautiful live shot that you have there. >> yeah we like to go to a nice hotel, you know. >> yeah we don't blame you for that. you guys had such an interesting lineup last night. starting with the kim kardashian. you started the conversation with why do you think people

don't take you seriously? i'm interested how she answered that. >> i think she answered it well. she doesn't get taken seriously despite the fact she has 75 million mobile fans. what's interesting is the reaction to her and the reaction to us having her was really -- i mean, you know, you can't tell by twitter because people mouth off on twitter. but i think celebrity is changing in this culture. and this is a person doing a lot of more successful things. including making games that are successful. so we wanted to find out why. >> i'm interested in what you think about kim's game itself and maybe what she's done to translate her celebrity into a product that others seem to be struggling to do. she is a standout success as a brand in mobile. >> yeah, i think she gets mobile. it is ironic that her brins principle phone is a blackberry, but she does use an iphone also.

and she said something else that impressed she is she's really pretty smart as a businesswoman. and she understands this is where her fans. this is where the people are. this is where she has to be. and you know with help from developers people around her she's done a great job. but she's involved. she is not just a figure head. >> and a what all celebrities need to do to get to users now. because they are all in the mobile space. >> right. >> we just heard what melissa ethridge is doing. certainly seems it is becoming much more active. walt let's talk apple because coming up you will have executives from ios and apple pay. what are you looking to hear from that specifically. >> well, you know, we're having greg joziak, who runs iphone, hugely important to the company, ios and dmou apple pay. what we want to hear is what's a

going with iphone sales. john legere talked about how the iphone plus the big one was selling in higher portions than t-mobile had expected. so we'll probably ask about that. we're going to talk about actually some of the hiccups they had in launching ios, because apple is not perfect. and then apple pay which we'll works well. we tested it thoroughly at re/code and we're very impress but now there is pushbackem by some merchants and how they are going to overcome that. so those are going to be issues. >> interested in buzz there about twitter, yahoo possibly hiring an executive away from amazon. >> yep. she is hiring an executive away from amazon. what's interesting is she managed to turn in a slightly better quarter although if you look at the numbers and take them apart the core is still suffering. so she needs a lot of help. had problems with early

executives. i had written the current sales head is a little shaky with her. and the person she selected is an impressive executive from avmz. i think they are going to announcement within days. and i believe the deal is done. it will be interesting to see if she can help transform yahoo's core business. which is the key part. the core business needs shifted and she needs help. >> some of the most interesting things that come out of these conferences is really just the fly on the wall interactions and the buzz you hear and the color that you get from whose is talking to whom and who is having drinks with whom. and i'm wondering if there have b any interesting partnerships or pairoffs or conversations you have over heard so far. >> there there are three billion dollar deals done in the last

eight or nine hours but we're going save them for re/code. >> well there is nothing like analog in this digital world. so that's what we think is important for these events. >> apparently there is limits to this content sharing partnership because walt wasn't going to share that content with us right now. >> you will. you will be the first. >> kara swisher and walt mossberg. >> when we come back jack ma just dants to dance with somebody. now let's goet to the cme group with rick santelli. in a world that's changing faster than ever, we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you.

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i teased you before. that was cruel. for real this time. the cme group's rick santelli. >> hey a little tease, it's okay jon. when it comes to the housing market my guest this morning always gives me new information to ponder. he had mark hansen on earlier and i'd like to play a sound bite on an observation he made. we all intrinsically know but it hit home. >> if you take all these brand new beautifully rehabbed houses for rent all across the country and add them to houses for sales, supply is way higher

sthan what people think it really is. >> thank you mark hanson for that bit of knowledge. truly when we start to assess the inventory it really is at this point starting to weigh in. and i understand interest rates are historically low and many mortgages are close to lowest they have been. 30 year in particular. but many of the issues involving teaser rates, pre crisis, really do distort a lot of the apples to orange comparisons. whether it was interest only or teaser rates at 1 1/2 to 2 percent. the financing just hasn't come back. and it isn't an interest rate problem from the treasury side. it is more affordable. and this morning we have people talking about that exact issue. we understand the investor class is doing pretty well. so they have picked up a lot of homes. but in the end income needs to find a better normalization or equilibrium with the level of houses.

and i think that is what professor shiller was pointing to. we could be in a bit of a quagmire in terms of moving inventory. while i contrasted that with soybeans. and it really is an interesting comparison because as you look at month to date chart of soybeans and remember the left-hand side of that chart is close to $9 beans. that was the lowest since february of 2010. so you could see close to four year lows but it is moving higher. one reason and let's do the math here. right now soybeans are about 70% harvested versus historic average of 80. corn on the other hand is about 45% harvested versus historic comp 65%. so beans are mature. corn you can leave awhile. but the issue is that up, the railroad and burlington northern santa fe have delays. the government is getting involved. they are actually competing with the energy boys coal and oil.

but they need to move the beans. it is slowing processing and exporting. but if you are a trading mentality out there, keep an eye. it could be a bit of a squeeze watching prices rebound from early month lows. back to you. >> thanks rick it's been said that learning to love yourself is the greatest of all. and up next it is not just forrest gump that jack ma holds deer dear. what grammy winner he credits with shaping his stage presence. k4r7 are feeling the love, too. by offering things like on-the-spot data upgrades -- an idea that reduced overcharge complaints by 98%. no matter how fast your business needs to adapt, if hp big data solutions can keep wireless customers smiling, imagine what they can do for yours. make it matter.

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jack ma starts hanging out with bobby brown, i'm going to start to worry. first forrest gump, now whitney houston. alibaba executive chairman jack ma crediting the late singer with making him better at public speaking. take a listen. >> i learned how to make a speech from the movie called "body guard." whitney houston. when she sings the songs, like at her and wow, that's the way to make a speech. because i never learned how to make a speak because i'm not actor. but when i saw the movie, i said

wow if you sing from the heart, if you sing naturally. if you are yourself. i realize that. >> there is a noetd his madness here. -- method to his madness. he's taking characters everybody can love and agree with and nobody is intimidated by and saying those are his inspiration. >> i would love to see a speech that emulates a whitney houston song. >> what do you think his song is? "the greatest ipo of all," "i will always buy" -- >> you were thinking all over break. alibaba is trading at 99.95. but it surpassed by roesh as the biggest non u.s. company traded here. facebook of course hitting all time highs for its part as well.

earnings coming after the bell for facebook. >> gopro up 7% today and twitter well off lows, down just 10%. >> a lot of of movement in the tech space. that as well as the overall nasdaq rally is something the halftime will pick up from here. let's send it over. welcome to the halftime show. let's meet the starting lineup. steven weiss, mike murphy, pete and john najarian are co-founders of option monster. the tail of two techs. twitter dropping, alibaba popping. the latter becoming the largest publicly traded non u.s. company. the former down big after earnings disappointed the street. concerns of slowing user th