joining us this morning, mike santoli, and as always jon fortt and kayla tausche. and as this morning apple is a $700 billion company. stock opening at another new high. apple now has a $300 billion lead over exxon, the second largest company in the s&p. and the market cap has doubled since tim cook took over the job. it's up a whopping 123%.

steve maintains the target goes to 130. >> it it is easy one to chase and recommend. you can still say it's reasonably valued. and if you like the chart, i mean it's gone vertical which is is big concern right now. but the absolute size, jong that is the thing that has to change the picture much. microsoft peaked at 620 billion in '99. and i think that is your excuse. >> if you are betting on apple you are betting on new product category. they optimize on margin. they do that really well. and, you know, this isn't an entirely different or better company than a year ago. people clearly underestimated tim cook. and they promised a huge product

cycle. it appears we have one. >> to me is the other distinction between the other humungous companies from year past. you usually don't is a company in this big that's to some degree hit driven. usual it is more of a steady state business. you know what it is going to be. that is different here. >> karl icahn writing last week that where wall street analysts have got it wrong is pegging it as a hardware company. and of the ice software. and the more hardware it sells the more customers it puts in the eco system. >> i was in texas, friday. took my dad in whose not a computer geek. took him in to buy ab ipad. i didn't think we were ever going to get out of the store. i mean that so severely. it was tough to find salesperson

for us to give money to. and these pictures out of ferguson last night. everybody on the street was rolling, shooting video. and this notion that we're going to need more memory. it is the hardware story but it is the inside now. >> really is. apple was a little more more software story when itunes was a growth driver for it. and they expanded to windows so that was a big mega platform story. they don't have that as much in the mobile area. they have enough share and eco system is big enough they deponent need to play outside it. that makes it more hardware. and i think it raises the bar in terms of what they have to do in the next product cycles. >> yesterday telling sarah eisen that apple pay is the retro rocket under the stock and he doesn't like to buy at all time highs. but if you were of the thought

of the buy low sell high with apple you would have missed this entire rally. >> for the last two years. without a doubt. and apple pay to me is for most people a kicker. if it works out it it's great. but i don't think it can be the base for paying up right now. >> anthony noto seems to be having some difficulty using the social network. yesterday it looks likely the accidentally tweeted what looked like a private message. >> noto o who joined twitter back in july quickly deleted had tweet but clearly wasn't fast enough. we talked about this morning. you don't get through goldman and then become the ceo of the very company make a mistake using. >> i hope it was a mistake.

one, they are using direct messages as a important form of communication which i guess is understandable. people do do business over messaging. mark zuckerberg. and it tells you something culturally about the company. and maybe other enterprises maybe don't want to communicate that way. because the product is not designed the best way. we've seen a litany of dm fails. maybe it is time to pull a zuckerberg and separate out the messaging function and the app. then you won't make that mistake. >> it's clear to draw the line. because now facebook has made it impossible to toggle really between the two. that being said noto very clearly is aware of people saying that twitter needs to either buy or be bought. what's unclear is how big a deal he's leaking at doing. they had 1.6 billion in cash at

the last quarter. and he's aware the company needs to keep doing deals and hopefully they will do a keel of the reasonable size. >> this is the interesting part, not knowing the size. it doesn't really pay to have a parlor game and hey what are they talking about. wouldn't it be fun if he had some code names. >> whoever that person's schedule is for december 15th or 16th. and how many reporters are going to be stationed outside of the twitter headquarters for those two days. >> i've been outside. it is not exactly the place where you want to just go to hang out. >> we saw bob walking in there around the time of the ipo. >> this battle over 40 bucks has been curious, don't you think? >> i think it has. still over a year later i think people are still wondering what the company is in the longer term and how to evaluate it.

and we still don't know. i do think that idea buy or be bought is out there. but just in terms of i think people don't know what the financial metrics they need to focus on. >> talking to somebody else who isn't on it. doesn't understand and it still believes we're going to talk about social media the way we talk about cigarettes. meaning isn't it crazy that we awl did that for 15 years? >> i actually don't think so. but i think it looks a lot more like just media. it is a broadcasting platform and media consumption as opposed to anything different or new. things are still tense in ferguson this morning after a grand jury decided not to indict officer darren wilson. scott curran is live in

ferguson. >> they are tense because it is not clear which direction things will go here. it has been peaceful and organized. but, you know, the day goes on. schools are closed. and it is really unclear what things will happen -- what will happen when night falls again. last night 82 arrests is the initial round of protesting over the grand jury's decision. and unlike the protests leading up to the decision, which were arrested involving unlawful assembly and things like that. this was a lot of arrests for things like burglary and receiving stolen property. in addition to the fires, which we watched unfold in front of us last night. a great deal of gunfire. automatic weapons fire according to police. and the police say they weren't responsible for any of it. and that was one of the reasons that the fires raged on and it

became so unsafe to get around in ferguson last night. a lot of second guessing of prosecutor robert mccullough not just because how he conducted had grand jury investigation of course but also the timing of the announcement, after dark. after about 8:30 local time. when that announcement came out, people head thit streets and hit them hard. the police chief for st. louis county says that mccullough did keep himt informed and gave him information to the extent he could. >> i did have a very good heads up. . >> you knew what the announcement what it was going to be. >> i didn't know it was going to be a non indictment. i had no idea about that. >> would that have helped if you knew that just an hour or two

before the public. >> no i don't believe it. that's contrary to how we run the grand jury process in this country. >> so this evening they have added additional reinforcements and we'll see how it goes. >> thanks. not to mention the rather peaceful protest we had in washington, d.c., times square, columbus circle here in new york city as with well. >> absolutely. and it takes me back, 22 years, 6 months and 27 days i believe i counted accurately since the rodney king jury handed down their not guilty verdicts in that case. and there was loss of life in. so reaction after that. fortunately we haven't seen that at this point. there is also technology here. this has ignited debate around police body cameras. and that is going to be important to track going forward. also the way information was distributed. twitter was a very important way

to keep up on the story t live stream there is and how the grand jury report even was distributed. and people going through the evidence now. i'm seeing that on my social media feeds and then finally the discussion and the way people are able to get their heads wrapped around this or not. >> also the use of evidence in social media. talk about how the grand jury had to evaluate so much in terms of volume of tweets of facebook posts of people who were on the scene and said they were witness to what happened. and it was used as legitimate information which is also interesting. >> mccullough was reading, people were already ahead of the game. he didn't have to wait for him to say the words. we all knew where he was going. >> there was someone in an apartment in the rodney king case. we didn't have that level of footage 22 years later.

you would think there would be someone out there with a camera phone this time. >> we will continue covering it but for the meantime we want to check the markets. the dow losing steam off about 15 points due to exxon largely and chevron. brent below 80. wti below 75. and s&p 500 losing about four points. shares of netflix slipping after getting downgraded to hold over at steefl. remains positive long-term but wants more clarity on domestic. and shares of the pandora slipping after fdr capital markets down gradying that to stock.

they have an $11 price stargt on pando pandora. >> apple's fourth quarter clearly shaping up to be a good one cyber security experts expecting a surge of credit card thefts this holiday season. and the top company of the year according to, inc. magazine. markets have humbled after hoois taking a hit. this is a burrito made with chocolate, soybeans, and apricots. what kind of chef comes up with this? a chef working with ibm watson, on the cloud. ingredients are just data. watson turns big data into new ideas. and not just for food. watson is working with doctors and bankers to help transform their industries. today there's a new way to work.

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apple's jump above 700 billion in market cap highlighting what is expected a good quarter for the tech sector. joining us is s&p capital iq rich petersson. good to have you here. >> good to be here. >> what do you mafk outmake of growth right now. >> the first double digit revenue growth since the first quarter of 2011. the best growth since the final quarter of 2011 was about 16%.

semi semi. >> people look at apple's market cap and think how can that still be cheap? >> 18 times forward pe. likewise in the market s&p 500, 2004 to 2040. next year put up a 17 multiple for 2015 we got the market at 20 2 180 at year end. >> people thought that momentum was going to stay behind the pack and that the russell 2,000 was going to stay behind the pack. russell hasn't caught up and the amazon hasn'tal but for the rest of the back they have corrected. >> it's really at a laggard for the year. i think earlier, you know,

domonic chu got talking about where is value and mentioned some names names. i this i the real value is in the sector. it's still very far from all time highs back in march 2000. >> let me make a counterargument. what i said we got to see emerging markets come back in a significant way in order for us to have the macro environment for tech to continue to run. >> we need all the above. >> is that a tall order. >> it is a high hurled but the fact is we've han had single digit revenue growth three years. last time the s&p 500 overall saw double digit revenue growth was back in the final quarter of 2011. earnings very good. the final quarter should be about 7%. >> do you buy the argument, say,

i ibm. where buybacks have had such an internal influence. >> there's debate about that. that leads back to the academics and the quantities. the fact that buybacks and the actual announcements. look at the market it's reasonably priced because earnings are going on an ascension. and m and a activity especially in the technology it's really been the laggard. ranks number five among the ten sectors even though the biggest deal is whatsapp. also just talk about ipos, over 28 billion in ipos this year. strip out alibaba, this is the worst year for tech ipos in terms of proceeds since 99. so uber or box or square, we'll

see. >> not private equity firms that have basically exiting everything in that are portfolio. >> private equity has been a laggard. been i think the worst year for private equity since 2010 also. >> your bottom line is, there is still some value in tech. >> absolutely. >> that's your bottom line. and you know of what you seek. >> the numbers speak for themselves. >> when we come back, love him or hate him, these guys have forever changed how crow look at travel. the head of, inc. will join us for the big reveal when "squawk alley" comes back. heart: i maximize good stuff like my potassium...

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, inc. magazine revealing its company of the year. the big winner is airbnb.

the article calls it an idea that was crazy. but what is it about 2014 for airbnb. >> well it was clearly the year of the sharing economy. the year uber hit $18 billion in valuation and the year the supreme court put aerial out of business. so it had to be a sharing company and to us airbnb is the most audacious of the lot. >> you say vvivacious. why not big uber? why did you go with the one you did? >> i said audacious. and think back when airbnb was

just a glimmer in the eyes. imagine with someone told you then, that strangers would be willing to turn over the keys to their home to some stranger from the internet, you would have thought it was crazy. and that is the business proposition they have prospered on and made a lot of of people happy. and changed the way people look at travel and even the way they look at their own home. >> it's been called illegal. brazen, adasaaudacious. are there precedents of companies that have done this well? >> sure. and what happens a lot when a company is this transformative is that it inevitably bumps up against the incumbents. and the incumbents give way or

they accommodate. and that is what i think is going to happen here. and it does have problems and bumps up against laws. but there are so many people who benefit from it it has an awfully strong constituency and i don't sew that going i a way. >> airbnb's chief is somehow the good guy to uber? >> i think that's a little unfair. business world is tough. you have prosper by having sharp elbows. and life isn't going to be easy. i think travis may be getting a bit of a hard time. airbnb has the advantage in that its users love it. the hosts love it. the neighbor, the hospitality industry, maybe not so much. but the people who get extra income who bring people in and

have a safe experience and the travelers who get to live with a native in the place they are going, those people love it. >> we'll check out the article in inc. magazine. certainly a large company if nothing else at that point. eric, thanks. >> my pleasure. >> let's fwlibring in simon hob. >> the overarching theme in europe is this excitement you might get sovereign qe and the bond markets are continuing to rally. interesting huge contrast on the gdp data coming through. here it is 3.9 for the quarter. in germany it was just a tenth of one percent. capital investment down almost 4% in six months. it is private consumption that made up that for the largest economy in europe. as they await the prosecute of

sovereign qe, the big banks gained. yesterday they gained and same true today. as the bond market rallies you are getting fresh record lows on individual sovereign detonations. france, just above 1%. yesterday spain went below 2%. problems in france hitting king fisher. this is a u.k. retailer. exposed across europe. think brands like home depot. that stock down 12% that is say try to deal with the reality of doing business in france. in the meantime i should tell you the greek banks have fallen during the course of the session. the government discussion with the rest of europe about the bailout continues in paris for a second day. i think it's because piraeus has booked 2.2 --. >> ball four beattie --

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time for a update on the heels of today's gdp number. >> good morning. yeah an preponderanimportant ra. looking the unexpected strong number this morning effects the fourth quarter. the number is only down a tick for the fourth quarter. so economists sticking to their forecast. tracking up 0.6% but only 0.1% average decline. you have a very big range. 1.2 to 4.2. deustche bank, always the

optimist. centr sticking at the 4.2. and moody's analytics are at the bottom there 1.2%. so a big range. a lot to be decided in the data. speaking of data, another report came out at 11:00. the new york fed's gauge of household data which was up 0.7% to 11.7, call it $12 trillion, it is ploe the peek of 2008. we seem to be inching back up. where? auto loans. the highest in nearly ten years and also the student loan debt up. >> good stuff steve. home depot still on shaky ground. now in the filing this morning the company says it is facing at least 44 civil lawsuits in the breech while continuing to

investigate the attack. with christmas one month away, does depot serve as a warning to consumers? interesting report. you say last year 13 million consumers suffered identity fraud. do we have any idea this year? >> no. and i think we're going to see epidemic level of security breeches in retail and most other segments this season. >> a multiple of last year? >> positively. it's interesting in the retail sector alone, budgets on security have decreased 15%. and year over year security breeches have gone up 30%. >> it seems for better or worse that consumers are starting to get used to the prospect of a breech. i talked to consumers who said look i'm going to use one credit card to do all my shopping and get it reissued at the end of

the holiday season. because you never know. do do you see customer behavior changing markedly into the holidays? >> i think behavior has to change on both sides of the house. on the retailer side and on kurm side. i happen to have two teenage daughters so i think about the consumer side of security all the time. and i have three particular suggestions on this front. the first of which is use long random unique pas words for all accounts. the second is absolutely encrypt information going to the cloud. and the third would be avoid using multiple cards. one should do it. >> and let's talk about cloud encryptions. this is a area you have moved into recently. and mozilla and fire fox were big on information distribution. now they're going towards

security. piquet also. what should we be thinking about as we watch the entire technology session in this pivot that so many big playersome to be waking away from access towards securing information. >> you have to look at the evolution to get at the bottom of this issue. enterprise started with perimeters and networks. then moved into systems and end points. and regardless of the huge investments that companies are making in those arenas. networks are still getting breached. so the only way to secure information in the enterprise is to armor the data itself. and we do that with end to end encryption. and that is the only answer. >> budgets are going down. even though every quarter these companies are saying we have to pay x for investigations into these breeches. >> i had a cso of a prominent retailer tell me in the last couple weeks that it is less

expensive for me to pay the fines associated with being out of compliance than it is to fix my security problem. >> what about apple pay? is that safer? >> to be determined. but apple i think has the right approach on security compared to all the other enterprise technology companies out there. longer discussion but we like what apple is doing on the security side. >> see you soon miller on sure. of pk ware. >> the future of solar energy could be brighter than ever. check out these giant solar panels on top of a manhattan skyscraper. a future look at the future of solar in this country. first rick santelli, what is on your mind? >> two things. the first is of course how crazy the markets were mid october.

and what it means today. and what it may mean for clues as to where ten years close. and we're going the look at gdp. stronger than expected. little over 2% for the year. what does it all mean especially for interest rates after the break. how do you beat the number one seed? you just have to win 70% of your points at net. and keep unforced errors under 10%. on the ibm cloud, the us open analyzes 41 million data points from 8 years of competition to uncover key insights. data can help show you how to win, no matter what business you're in. today there's a new way to work. and it's made with ibm.

snoop coming up, the biggest company in the world getting

bigger. apple's market cap is 700 billion and counting. is it too late to get in. and we'll give you the number and trades to make. tiffany is shying today. we're going to debate the blue box at noon. i should have known better than to write that in there, carl. oil moving out on comments in vienna. >> reporter: here is the thing. it's moving before the opec meeting. the ministers meeting doesn't start till thursday. the russians in town, and the russian czar of energy. he was at a meeting with the mexicans pedro caldwell whose the mexican oil minister.

they are not in opec either. rafa ramirez. and as the venezuelan came out of the meeting he was saying there was no agreement on coordinated action. and there is why i think the price is coming off. there is no agreement. so where would they like to see the price? i asked the opec representative for venezuela that question. >> the price, the price has to be $100 per barrel is the fair price. >> and the question is does opec still have the power to get the price back up again. >> we'll have to see tomorrow. >> is the greatest concern that

if opec cuts, non opec will fill the market share. >> it is always the discussion but i believe that if new the new product meet [inaudible]. adequate level of price. >> so investment is the great concern. >> yes. >> so that is not to say there won't be some form of opec non opec agreement. back to the meeting. we've got 24 hours before the meeting. there are big questions about two things. one can opec cut that official level of 30 million barrels a day and put a floor under the enormous price declines in crude and wti over the last six months? or is there going to be no agreement and keep prices continuing on that downward trajectory. lots of questions still. >> thanks steve. we appreciate your reporting and we'll stay tuned to what

happened in vienna this week. meanwhile, solar energy might be getting a facelift. morgan brennan is 46 floors above the street of manhattan with that story. >> reporter: hey kayla so it is cities of the future, buildings generate more and more of that you are power from alternative sources like this solar installation here in manhattan. but scientists are looking to take this much much further. when it comes to developing oil alternatives for the future, mit is on the cutting edge. >> so build yourself, might start here. >> researchers are using science to tackle energy industry's biggest issues. he helped develop this transparent solar cells. unlike traditional panels, his only absorb infrared or visible

loo light. because you can see through them you can put them on just about anything. >> roads or even cars. >> he says in 25 years these types of solar cells could even be built into the windows of the skyscrapers. and by building them into the smart phones of the future, charging your device could become a thing of the past. >> it's kinded of annoying to have to recharge every few days. so can you avoid that? yes. >> storing all the energy is also a problem. one that another mit professor is working to solve. pioneering a new type of liquid metal battery. >> this is one watt hour. a workhorse cell. >> it's cheaper to build and lasts longer than lithium ion batteries. >> i like to say if you whant t

make something dirt cheap make it out of dirt. >> storing electricity from wind and solar that can be fed back into the grid. he says in 25 years his batteries can be put into basements of buildings saving billions of dollars through carbon free energy. >> all sorts of opportunities to change the nature of the grid so we don't have to then build more of these monstrous power plants that are frightfully expensive. >> and so that is the promise of both of these technologies. energy diversification and ultimately the decentralization of the current electric grid. but this is going to come down to scale. so that one day every building in a city this size can generate at least some of its power effectively from these alternative energy sources. carl, back you do. >> wow, certainly not the way

we're used to. over to cme and rick santelli at the santelli exchange. >> good morning carl. we all saw the ridge released third quarter gdp was better than expected. when you pair up the three quarters so far this year, we had minus 2.1, positive 4.6 and 3.9. adding them together you have just over 2%. we have some fairly solid numbers but of course we do look at everything on year over year or year to date basis. so we continue to monitor. yes we are better than most of europe, japan and china with regard to gdp. but we need to do things like try to understand why product sift so much laura.

ten year note rates at the close of 2014? nobody knows for sure. but i'm going to give you an assessment based on how traders look at symmetry and price action we saw particularly on the 15th of october. because inherent in what i deemed the capitulation trade. ten years went down to 186 but they close at 214. and that is a big deal. because you have 28 basis points there that are super important. if you look at 214 where we close and add 28, you get a yield of 242. what was the high yield? look at this chart on the 28th of october, we've had 20 sessions where we're going to close between 230 and 238. maybe not today we've gotten down a bit but we still have to wait. the important thing is the high has been 238.

under the 242. deep it simple. so if we look at that aspect of the marketplace, it tells me that the strongest probability for looking at where the year is going to close is most likely somewhere close to 214. why? because capitulation bears everything. the emperor's wardrobe is definitely not on him. and you see how traders react. to see that type of buying pushing rates down and fall sort of simple symmetry would dictate the most important number for rest of year was the close for october 15. >> when we come back crowding aisles and long lines, shopping can be a hassle. why not have all the ingredients delivered like this? our next guest will show you how when "squawk alley" comes back.

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a few days before thanksgiving, it can mean long lines and restaurant reservations. but our next guest brings it to your doorstep with the do it yourself thanksgiving. eliot, good to see you. >> thanks. >> our viewers are familiar with the dinner kit model with all the groceries and the right amounts but how does it translate to thanksgiving. >> we're making a box for a whole family to eat.

we've got a wonderful maple glaze turkey with mashed potatoes and mushrooms. and the pan seared salmoned with cranberried orange peels and stuffing. and the box serves six people. >> six people or three full meals for two people. >> right. and every week we deliver directly to your doorstep. beautiful recipe cards that are step by step and all the ingredients portioned out. >> i always wonder what size people. kayla and are different sizes. and for thanksgiving people like to eat. >> these are good sized portions. typically 5 to 700 calories. it should be enough to keep your average adult higher. >> prices going higher a

problem? >> i think we have seen some prices go up. but the good thing is we source seasonally so we're buying things that are never out of season and paying a premium for that. we're rying to get people the freshest ingredients and we haven't seen enough cost rise to impact. >> people eating with families tend towards family recipes. do you see large amounts of people picking up on this? >> a lots of customers are cooking with this us week. and we launched a donation program this year to allow customers to donate to a family in need. and about 35,000 meals are donated this year. and we were blown away by that. >> and you crossed had 1 million meals per month mark this year. and we can do some envelope what that means for revenue.

roughly 120 million a year? >> it's been a incredible year. growing at a crazy rate. we've doubled since may and also working on growing the business too. we've laumplnched a new market e marketplace. customers are asking us for the ability to buy cutting boards and the chef knives and we have this beautiful product on the market today. so it's incredible and we're so excited for what lies ahead. >> seems to work especially if you are serving adult os kids with really specialized tastes. >> we have customers asking us for stuff all the type. and we are listening but we want to make sure as we expand the product offering we are preserving quality and not compromising there. we hear loud and clear and we have a lot coming up. but we want to make sure we're

rolling things out in a way where it's sustainable growth. >> last time you talked about doing a live demo here. we haven't figured it the lojsition of that quite yet but we're still thinking about it. >> that would be great. love to come back. >> happy thanksgiving. >> when we come back, according to michael dell, being private has never been so good. we'll tell you why. how could switchgrass in argentina, change engineering in dubai, aluminum production in south africa, and the aerospace industry in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 70% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing.

michael dell taking to "wall street journal" to ab stole the benefits of going private. such moves may boost share values in the short-term but too often at the expose of real innovation. echoing what a lot of money managers have said about big companies this year. >> and he really seems to be taking aim at activists in this and saying we need more long-term thinking for the good of everybody. >> clearly still has scars from

carl icahn. >> cloak of invisibility. we can't judge how he's doing. >> i like being private. >> that's it for "squawk alley." over to head quarters. "squawk alley" and the halftime. all right welcome to the halftime show. let's meet our starting lineup. stephen weiss, mike murphy, josh brown, jon najarian. our game plan looks like this. run bull run. yet another streak strategist with a big target for stocks. who made the call and what it means for your money. home wrecker. while 2015 may not be a great year for