you have one minute before the jobs report. we'll send it over to you, carl. >> thank you so much. good morning. it is 8:00 at uber headquarters in san francisco, california, 11:00 a.m. here on wall street. "squawk alley" is live. ♪ ♪ and welcome to "squawk alley" for you tuesday morning. joining us this morning special guest guy kau sack question, former chief evan ge list. great to see you again. >> thank you. >> jon and kayla at post nine.

hold on as we take stock in the markets. dow up 133 but oil has continued to work. bob is on the floor. >> three factors motivating the markets, europe, oil and earnings. start with europe going into the close in europe that will be in the next half hour. there's some hope there, talk out of greece they may no longer be inns sisting on debt forgiveness. very fluid situation there. throughout the morning the greek market up 11% and holding steady here. europe's by and large holding their gains. spain, france, germany up nicely. germany at a historic high. other major story crude, 51s. we were at 44 a few days ago. a lot of people trying to call the bottom, making arguments, capital expenditures are being cut. strikes in the u.s. sales sector that should reduce the supply overall. stiefel had an upgrade of several production stocks this morning including anadarko despite their disappointment last night and upgraded eog to a

buy as well. they are expecting a supply growth slowdown and a demand improvement in the second half of the year. they're also talking about the dollar expecting to top out. that's a bit of a gutsy call. haven't heard that recently but the heart of their call. anadarko up, eog on the upside. big oil bottoming as well, not just exploration production stocks, bp was cutting capital expenditures but they're maintaining the dividend. no talk of a dividend cut in their earnings this morning and i think that was a big help in europe for the european rally. chevron, royal dutch shell on the upside. chevron below $100 a couple days ago. 108 right now. royal dutch shell was below 60 a few days ago. the stocks have been trying to bottom. bp was $35 too. real efforts here. mean time a great day for auto stocks. listening to phil lebeau report these january auto numbers but auto nation, that's a historic high for that. they had great numbers across the board. this is the biggest new car dealership in the united states

and the numbers were up across the board. phil has been talking about all the great numbers this morning on the other auto companies. gm up 18%. honda had great numbers as well. gm trucks were up 42%. really terrific numbers overall. see up 2% and 1.2%. we've been holding our gains today, carl, up 140 points right now in the dow. back to you. >> all right. bob, thanks a lotp. back to guy. good to have you back. >> thank you. >> talk google and uber. >> yes. >> look a lot alike this morning. according to bloomberg google working on its own ride sharing service and google has told uber about the project since it invested over $250 million in the company and got a board seat in '13. uber set to open a new research center to explore technology for self-driving cars and google is moving into as well demoing new technology within the past month. raising a lot of eyebrows, guy, what do you think? into well, we're all across the map here. some of it is, you know, an internal employees app all the

way to google's going after uber. that's a pretty wide spectrum. i don't think we should get too oliver stone yet because it's one thing to have a prototype, it's another thing to have a ride-sharing service. it's quite another thing go after uber. so i don't think we should manic yet. >> it does raise questions about what exactly you get when you inns vest in a company. google has taken pains to talk about the chinese wall between google ventures and google, but david drummond the chief legal officer at google who is on uber's board. it's drawing a lot of comparisons to when eric schmidt was on apple's board until 2009. do you think there's a conflict of interest? >> well, if google truly is going after uber, yes there's a conflict of interest. as you pointed out, eric schmidt on apple's board, when apple was having having a smart phone and google about to have a smartphone, the long and short of it is silicon valley is a

complex, interrelated place and there's not a lot of bright lines there and hard lines. >> but, guy, if you are uber particularly in this situation, don't you have to assume, based on history, and just self-preservation, that there could be some ill intent here? what do you do to protect yourself or would you just give google the benefit of the doubt and say, they're just doing it for their employees, don't worry about it? >> well, i mean obviously we're not privy to private conversations. they're probably having these conversations and i don't think these companies are going to lie to each other, so that's something that we may not know about but they should just ask each other. again, let's not go oliver stone yet. >> guy, interesting, there was a report earlier over the weekend, i think, that the traffic in omaha could rival los angeles's traffic within a certain number of years, a couple decades. >> yeah. >> i wonder if you are a believer in travis' overall

theory that once self-driving becomes sustainable it will have huge suf shen vis for urban areas? >> absolutely. self-driving cars are probably safer, probably go faster and be closer. when the cars are talking to each other. i look forward to the day that i can just get in a car and not have to drive and the ultimate day is when i don't own a car and the car picks me up based on a schedule. >> right. don't go long parking garages or maybe you do. next up, 3d printing getting hammered. check out the move on strat tis and 3d systems. strat tis is falling after it cut guidance for 2014 and projected estimates. 3d downgraded to hold based on a belief that a rising competition could put pressure on the company's margins. we asked cramer about this morning, guy. his theory is once hp decides they want to own it, others got to be worried? >> well, hp has its own unique

set of concerns right now. i think the fundamental issue is that other than some of these cool examples, you know, when does 3d printing go mainstream? i understand you could 3d print food, but that's kind of a stretch for me. 3d printing false teeth, okay, i can get that. small parts. but the fact that someone could 3d print a car, doesn't mean you're going to do it. so it may be that we're just a little too early to see what's really going to happen there. >> that's been my inclination, watching this market personally. i mean it makes sense in industrial where you might have a high valued part you need quickly and there's value to being able to do that. maybe dentistry, certain medical devices custom print something that's very high margin, high value, but, you know, food, toys, i don't know. i mean, that's why we have kind of mass production, right? how many different hans solos do you need? >> medicine too. a lot being made of potential

organs built from 3d printers. guy, we talk about tesla, people buy tesla's stock even though they're talking about their profit outlook in 2017 and 2020, so why aren't we talking about the 3d printing industry with the same time horizon if it is going to change the way that industrieses produce their products? >> well, it could be that, you know, very simple fact that when you go out on a street in many, you know, cosmopolitan areas you see a bunch of teslas but how many of us can say we have a 3d printer or we bought something that was 3d printed? that's a little bit more of a stretch. so it may just be that tesla's are in face. >> yeah. we've had it -- it's funny, we've had cardiologists on, they've printed young child's heart, prior to surgery. obviously saves surgery time. so the promise is there. maybe the long-term practical usage still in question. finally good night radio shack, the company considering filing

for bankruptcy. nyse delisting shares suspending trading immediately. reuters reporting sprint and amazon looking to buy some of the stores after closing down. amazon said to be considering using the stores as showcases for hardware and pick-up and dropoff centers for on-line centers. we had ans analyst that suggested amazon could sustain maybe a thousand of leases in helping distribution and showcases goods. do you agree? >> absolutely. what irony. didn't amazon run an experiment this fall in new york with an amazon store? so i think the, you know, big picture is, everybody has apple envy. so, you know, at first when apple had their store, no one believed apple could possibly make a retail presence work. and truly it has. and so when you look at that, if i were sony i would try do that. look at the nike store. amazon, absolutely makes sense because it has dual purpose. not only walk-in traffic but distribution. >> yeah. this strikes me as being

intriguing and yet somewhat dangerous. i mean, look at amazon earnings, one of the things that maybe wasn't talked about as much as their sort centers, facilities for sorting goods closer to the customer, were a big reason they had as much of a profit as they did because they were able to get their suppliers to ship product closer to the customer for them. i can see that. a thousand is a lot. neighborhoods change. they have to keep on top of all those locations. isn't there a risk if they take on that many locations? >> i don't think a thousand is a lot. i mean, that's only 20 per state. i think a thousand is a reasonable number. and, you know, at some level, it's going to be google, apple, and amazon when all the dust settles. >> guy, does it surprise you that it took until 2015 for us to be talking about the demise of radio shack? it seems that -- >> actually yes. >> three or four years ago we were talking about this is a business that you can just basically run down for cash flow

over a matter of years, but it seems like this business model was going into the junkyard a long time ago? >> well, i think it's a fundamental marketing problem, like you know you go to apple for apple stuff, you know you go to best buy for all other consumer electronics. what do you go to radio shack for? copper wire? cordless phones or batteries? i mean that's the question. >> guy, before -- >> it's kind of like jc penny. >> yep, i know. and sort of that overstored environment we've had for so many years. >> yeah. >> before you go, tell us about your new app which sounds like it's a huge leap forward for anyone in design. >> yes. so canva is an on-line graphics design tool. enables almost anybody to create great graphics. think of it as demock craization of design. just like apple democratized computing. need to make great graphics

check out canva. >> how does it relate to adobe offers to enterprise? >> adobe is higher end requiring more training. this is graphic design for the rest o us. >> it always is amazing how quickly some people are able to turn means into these beautiful works of art on the fly. maybe that gives you a head start. thanks again. >> thank you. >> guy kawasaki from out west. software company sap laying out a new strategy that starts and ends with the cloud. company's co-founder will join us in a moment. as we get ready for twitter earnings the company rolling out a new way to make money this morning. got details a little bit later on. and this software claims to give you full access to your home computer, just by using a phone or tablet. does it actually work? wall mossberg will join us with his review in a few moments. dow off the highs up 161. we'll be right back.

welcome back to "squawk alley." let's turn our attention back to lear. cnbc reported activist marcoto company urged to split into two companies. lear responded saying it takes all input from shareholders seriously and will evaluate the proposal and says they believe they're following a strategy that includes investing in business, pursuing acquisitions, strong and flexible balance

sheet and returning cash to investors. lear shares are up by about 4.3%. back over to you. >> thanks, dom. software giant sap might meanwhile announce a big product overha overhaul. the push for cloud growth, recent acquisition of travel management company concur, is their five year e plan still on track? hasso plattner is majority of the san jose sharks and joins us first on cnbc. s 4 hanna, a big cloud push, in memory data base, underlying all of it. you're going up against oracle. everybody else who onces to make a splash in the cloud rewriting all these applications. what's your pitch to businesses who now as we just heard from pat gelsinger in the last hour are starting this move into the cloud in earnest? what's sap going to offer that nobody else can? >> if you believe in the real-time business, if you believe you have to have information at the fingertips, if everything is going over the

internet and it's going with internet speed, then you have to have sap as the enterprise system. >> when you've got so many incumbents in the enterprise, microsoft people are using to buying from with office and other products, oracle for the database, amazon made early inroads into the cloud. switching costs can be high if people are already dealing with certain enterprise provides, including sap. how do you gain share in that environment, say spend more with us, when everybody else is offering a deal trying to com mod tize you. >> first of all you have to compare our offering with the equivalent offerings and there are not so many. it depends on functionality and size capacity we can handle. it is just so enticing to do it once you have understood it. it is so much faster, it is so much more flexible, it is so much cheaper, you can do so much more in one system. >> all the weaknesses of the last let me say 12 years, 14

years, i think we have overcome, we have a solution for that, a much better solution. we run faster, better, more flexible, new applications you have never seen from sap, seen them somewhere else, probably in the stock market, we analyze data like you analyze data here, on-line, real-time, while the business is happening. if you don't need this, then don't go there. >> part of the job of the incumbent like sap would probably be categorized is to size up threats from potential new entrants. how do you look at amazon as a competitor as the company says it will break out web services. we'll soon see how big it is. how big a threat do you anticipate it to be? >> i don't think amazon, alibaba, ebay are threats to us. these are services which are everybody is using them, i'm using them, and they do a part of the business, but they don't run companies. so we use these services in

combination of -- with the software we run inside companies. we have class services, concord services, services of that type. these are network so we call them business network services and we combine them with the enterprise applications and enterprise services. >> what do you tell investors who are excited about the cloud, but they don't understand the accounting, they think the guidance on margins is still opaque, things like that? >> yeah. this is -- it is a change, but look, we had in the '80s, we had rental business, that was the best business we ever had. because the renewal rate, you just have to check the renewal rate. without any sales effort, you renew the contracts on a high percentage base. >> like an annuity. >> that is where the positive impact comes from. so look at the cloud bookings,

take them times three, 3.5, everything after that, is net profit. >> steve ballmer just bought the l.a. clippers, larry ellison wants a team, has made no secret about that. you've got the san jose sharks. how do you think about the value of a sports franchise, at a time when the super bowl is getting its highest ever ratings, social media is blowing up with this stuff? we have the possibility of new camera angles and all kinds of sports. what's the value of a sports franchise now? >> first of all, after the introduction of hd tv i had hope for hockey. before you couldn't watch it. you cannot watch the puck, the puck is too small. >> thank you. i said hockey was hard to watch and people got on me. >> now we can watch it. hockey is getting more popular. it's not nba. it's not nfl. but it's doing pretty well. we are writirighting losses bec there are some deals not so

good, playing close to the sun belt and not canada or northerns usa buts the franchise value is going up. i will stick to the franchise and hope sooner or later we might win the stanley cup. >> meanwhile it's fun? >> it is some fun. >> you're a hockey guy. a lot of fun. >> the sharks tend to do well, got to work on the postseason play. >> the postseason is a little issue. unfortunately i am told to dress up and help them out. >> we'll hope for the best. >> hasso plattner, a legend in tech, co-founder of sap, thanks so much for joining us. >> thank you for having me here. thank you very much. >> when we come back, u.s. markets are rallying this morning. earnings, oil, europe, all contributors. to that activity. you're seeing the dow up 181 points. we will have the close in europe and we'll also have art cashin to walk us through what exactly is going on in the u.s. markets. "squawk alley" will be right back. ♪ [ radio chatter ] ♪ [ male announcer ] andrew.

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contributors.

contributors. what day it's been in

europe. a lot of green arrows. the dax off the highs. michele caruso-cabrera to count us down to the close in the uk and across europe. >> hey, carl. european shares higher across the board. the biggest winner is the greek stock market, tremendous rally there, particularly the greek bank stocks. a lot of that is driven by the news that the new greek government is backing down from its insistence other european governments forgive greece a large chunk of the debt. will greece back down on the insistence ecb give it easier repayment terms and economic reforms demanded by the country's lenders comes as the greek prime minister and finance minister on the left are doing tour tours across europe to meet their counterparts. this is the greek fi nence minister on the left meeting with the italian finance minister. i've interviewed both and i am certain they did not see eye to eye on a lot of things. one is a marxist one is very

pro-reforms and pro-austerity. tomorrow is the big day for minister varstocki when he meets with mario draghi and likely to unveil his hopes for leniency for greece from the ecb. one member of the ecb's governing council said in an interview next week that is not going to happen. we get word angela merkel perhaps has leaked to certain publications within germany she is willing to wait this out as the ongoing negotiation happens and she can wait until they face a cash crunch in may or june. that's a long way away, at least for today, guys, we see the markets higher. the two sides are at least closer than where they were just a week ago when the greek government took over. >> yeah. at least for today, michele. we've seen how quickly that can change. we appreciate the context on the greek markets this morning. u.s. markets also in the green, largely thanks to news on oil and as michele was alluding to, the news out of europe. art cashp with us, director of floor operations at ubs. good to see you. >> good to be here. >> we have a trifecta of sorts

of good news. europe, you have oil, you have earnings, where's the buying coming from today? is it sustainable? >> well, the buying is heavily influenced by the oil thing. you can see the energy stocks, it was a look of some massive short covering this morning. that's moving in. we're seeing some oddities, reits are weak. that may be the 10-year moving up. but as sustainable, i would put an asterisk on it. what you heard from michele about angela merkel knowing if she waits longer for the greek to get closer to the cliff her bargaining posture will be stronger. i'm not sure we're going to see a quick deal here. >> energy is the best performing sector, art. it seems that we're still seeing, though, with bp, capex cuts across the board. but i've lost count of how many e-mails are in my inbox with people trying to prognosticate

and figure out have we seen a bottom in oil prices. too soon to be having that debate? >> it's into the too soon to be having the debate. may be too soon to reach an absolute conclusion. it does look like the bottoming process is being worked on here. that could be important. now, the next thing is, if you're reaching a bottom, where does oil go? i don't believe it will go back to $100. i think what we've seen here is that the ceiling on oil is the marginal cost of production in the fracking wells and if it gets back up let's call that 65, $70, gets back up there, people will start putting those rigs back to work and get back on it. i don't think we're going to sees the all-time highs but it has been enough to inspire real short covering and that's helped the market greatly. >> the macro data factory orders, ism, gdp, spending have all been misses. right? they've all been pretty -- not severe but definite misses? >> but actually that's been the

story of the market. the macro people, the people who look at gdp and look at durable goods and things like that say what the heck kind of recovery is this? this is one of the weakest recovers we've seen. conversely because of financial engineerings the people look only the at earnings says the earnings per share are good because companies are buying back their shares. the doubters from the macro crowd and the believers from the earnings freak. >> have something changed to ter the calculus, low gas prices that's good heading into 2015. look at the interest rates people are able to refinance on their homes, that should have a beneficial effect. it has a sluggish recovery kind of damped those hopes should we expect to see good outcomes from that down the line? >> well, i think it's possible, but i think people are waiting for the other shoe to drop. you know, the rig counts go

down, so does employment. will we start to see initial claims moving up? what will happen here? until they get a sense where that other shoe is, people are going to be a little hesitant. >> this morning, art, cramer said earnings season will be downhill from here. largely domestic names left to report. do you think that we'll start getting better news than we have gotten so far? >> well, one can only hope. i think that the earnings season is not living up to some people's expectations and you're getting several companies guiding down, particularly anybody who has anything to do with the u.s. dollar. and so it's going to be a little problematic. we have to wait and see how long the celebration in europe continues and how long oil stays right where it is. >> art cashin, always good to see you. >> thank you. >> here at post nine. >> when we come back, this software claims to give you full universal access to your home computer by using your phone or a laptop. but does the service actually work? is it worth your money?

re/code's walt mossberg here with his review in a moment. as we go to break, back on the markets, dow up 168. not quite the session highs. "squawk alley" continues in a moment. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. 73% of americans try...

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welcome back to "squawk alley." in his latest review walt

mossberg describes remote access at parallel's access as helpful in a world that may be post-pc but not pc-free. here to explain is walt mossberg. good morning. >> good morning. >> all right. so parallels access 2.5. what do we need to know? >> okay. so we're all on mobile devices, this is the new go-to thing, no longer are laptops, but our laptops haven't gone away. they still have more powerful apps on them, they still have a large storage, still have a lot of our timfiles and data and no always with us because we're using our phones and tablets. sometimes you have to get to that data, maybe you want to get a file, maybe you want to use an app that's on the pc. parallel's access is one of those programs that -- and i think the best one, that lets you remotely control and access things on your computer

wirelessly from anywhere. >> walt, is this good enough and easy enough for the mainstream user? because there are a lot of things you can use to be productive on a tablet, i use a lot, but i hesitate to recommend them to your mainstream user who says, can i get meaningful work done on my tablet? is this easy enough? >> jon, you're right on point. the reason that i gave this such a strong review this morning, and i actually gave it a good review when it came out in 2013, and had fewer features, it is completely designed for the average person. it's not a cluj. it doesn't try to make you, for instance, pretend you're using a mouse. you can -- it has that option, but it does not depend on it. let's not make you try to pretend you're using a mouse on a phone or an ipad or an android tablet. it stakes the contents of the pc or mac and sort of apfys them,

like the apps on your mobile device and makes them work with the touch and gestures you're used to. >> walt, isn't it more difficult, isn't there a greater learning curve, to getting to know something like parallels access than just buying a mac book air or using a cloud-based software where you can save everything and access it anywhere? >> well, of course. if you have a mac book air and you carry it with you all the time then you never need to remotely access into it and that would be true for any laptop, kayla. in terms of cloud, i think you're right and we will get at some point to the moment where everyone's -- all of everyone's data is in the cloud and the apps on mobile devices are more than good enough to handle all of it. but as anyone excel jockey will tell you, as good -- and i mean this -- as good as the version of excel is that microsoft has done for the ipad, let's say, it

isn't -- doesn't have all the power of the one that runs on windows. so right now, everybody doesn't have all their stuff in the cloud and everybody doesn't have all the same apps on their mobile devices. >> finally, walt, what caveat you add, you have to have your remote computer on? >> that's right. >> even if it's in sleep mode it's not a sure thing. >> they have a feature now which will try to wake it up remotely, or wake up the accessibility through parallels and i found that works some of the time, didn't work all of the time. so it's no good if your computer is turned off at home. that's true. >> yeah. says a lot about where we are. can't be away for a minute. walt, we'll see you soon. >> take care, guys. >> walt mossberg joining us this morning from re/code. let's get over to dominic chu and a market flash here with the dow up 168. >> hey, carl. check out what's happening with isis pharmaceuticals the stock lower after its experimental

diabetes drug took a longer than expected 36 weeks to reduce blood sugar levels in patients with type 2 diabetes. the study had aimed to prove it would work if taken over 26 weeks. the shares down by nearly 10% on today's trade. >> thanks so much, dominic chu, back at head quarters. >> when we come back, stocks still seeing a nice gain in trading right now. the markets are on track for their best two-day rally since just about a month ago and the dow is up about 173 points. rick santelli, you must be watching everything going on in the markets today. bet you're also watching the 10-year at 1.75. >> yes. well, since you picked that, that's what we're going to talk about. we're going to talk about why the 10-year yields are going up, price going down. didn't everybody get the memo unlike the last several years, we have a boatload of new longs in the marketplace since thanksgiving of last year. so why is there so much inertia to the rates all of a sudden? that's what we're going to talk about after the break. you show up.

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coming up at noon is the worst over for oil and how should you play it? it is the big question on the street with stocks surging. mutual fund giant vanguard, cautious on stocks than they've been in a decade. we're going to find out why. party like it's 1999. we talk to the ceo of on-line dating start-up pin about big time tech evaluations and how he's standing out from the pack.

>> sounds good, stock. to chicago and rick santelli and the cme. hey, rick. >> hi, carl. anybody watching the santelli exchanges the last couple weeks have probably taken notice that even though my own personal opinion the downside rates the side you're supposed to pay the most attention to, something is changing, something hasn't been quite right since the day before and certainly after that january 22nd ecb meeting. and let's go through some of the simplified version of these technical signals. we know one of the significant days to pay attention to that gives you so many clues to the drop in rates year end was the 15th of october last year. the intraday for low yields, 10s, 1.86, we traded under these two levels in 10s and 30s but never did get under the 1.11. further in time, we look at 15th when really things started to heat up right before the ecb

meeting. 2.36 at that point was the low yield close for 30s, 1.71, 10s, 1.16 for 5s. traded below here and here, we never traded below the 1.16 extreme on the 15th, never traded below 1.11, the low intraday yield from the 15th. and all of a sudden if you look up at the board, here we are two basis points away from 2.36, above as sara pointd out by 4 basis points, 1.71. why are these important? because this was historic lows when you violated this. this was a fresh 20-month lows and never got there. this is very unusual. now i understand that a flattening yield curve makes it so you have to play somewhat three dimensional chess but the nice thing about technicals, not only it is there a prioritization to technicals, like a monthly close may be more important than a daily or hourly close, but the other thing super important about technicals when you bring in the yield curve,

you have three horses in the race. in other words, if all three maturities are below or above key levels, that means something. that means you have to give them more credibility, means you have to put an accent mark on them. the fact of the matter is two out of three was the best we had to the downside. now i'm not saying yields are going to rocket back up or that the move is over, but let's not lose sight of how 2014 opened up. we had super weakness in the equities, which translated in super strong buying in the treasuries. last year's january and this year's january for treasuries were similar. equities got their see sea legs in a robust way. other issues in europe, greece is small potatoes, it is the canary in the coal mine for a variety of reasons. the long and short of it is, markets always let you know when they're in transition. the problem is many traders have too strong of emotion tied to their position to notice. >> it's a good point to keep an all on all three data points

when so often we only look at one or two. rick santelli in chicago. when we come back shares of lending club seeing a nice gain this morning, the stock up nearly 4%, and it's all thanks to alibaba. we'll tell you what you need to know in a moment. "squawk alley" will be right back. get to the terminal across town. are all the green lights you? no. it's called grid iq. the 4:51 is leaving at 4:51.

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don't be old fashioned. xfinity customers add xfinity home for $29.95 a month for 12 months. plus for a limited time, get a free security camera call 1800 xfinity or visit comcast.com/xfinityhome. doing business in china for businesses located here, just became a little bit more accessible. alibaba and lending club are partnering up to provide

financing to small businesses, buying from chinese suppliers, lendingclub raling on the news up at 20 bucks. it ipo'ed at $15 a share. alibaba up about a quarter of a percent as womeell. the move comes as jack ma has been pushing alibaba to move in markets beyond its home market in china. it's an interesting move. u.s. businesses that partner with lending club can borrow up to $300,000, interest rates up to 2.4%. the loans last about six months and people have said if you're a toy company sourcing parts from a business on alibaba, or if you're an industrial company that's looking to buy a saw motor and need a lot of inventory you would have a new place to get it from in alibaba. >> that could be a big accelerant to business for them, certainly, being able to finance that. >> it could. it could be a big business for lending club, earning interest on this business. we'll talk to ceo in a first on

cnbc interview on "squawk alley" tomorrow. >> all right. ahead of earnings on thursday, twitter is tweaking its business model and launching a new way to make money. cnbc's julia boorstin joins us now with the latest. julia? >> jon, twitter is putting ads in more places to give its marketers more reach and help twitter make more money. twitter will start running its promoted tweets in other apps and sites. until now it's only sent tweets to other ads. a mockup of what a tweet would look like on flipboard. they and ya hoo japan are twitter's first partners with more down the line. twitter expressing the value in expanding ads beyond its own platform, last year there were 185 tweet impressions off twitter. the company won't reveal the business agreement but we can assume shares revenue with the publishers where the tweets awarep. twitter shares are up today on this news. take a look there.

they are up about 3% but they are down about 40% over the past 12 months. twits tths earnings coming up in two days, the ceo dick costolo is under pressure to show investors new ways that the company is going after profits. just last week twitter announced video sharing tools and group direct messages falling through on -- following through on costolo's promise to investors as pe pushes to show excel rating innovation at the company. >> it will be interesting to see what type of numbers twitter has on thursday. lot of moving parts at the company to work with. >> you might argue, given adam bain's blogs post julia covered just now, bob peck's comments about investors getting maybe a little too bearish short term, jack dorsey defending costolo, expectations on the quarter getting a little bit puffy here with just a couple days left. >> i think if you're a twitter investor you have to hope that the art in this call is very

high. they make a convincing argument about these logged off users, monetization off twitter to kind of get the attention away from the traditional arguments comparing their growth to the likes of a facebook who, while it seems like a long time ago, had an amazing quarter, just days ago. >> we talk about sentiment around the companies but it does seem it's more of a conversational sentiment. when you look at short interest it's nowhere near the likes of a gopro, still single digit percentage of outstanding shares out unborrowed. >> the stock at least riding a narrow channel since late november or so. it hasn't busted below 37 or above 40, a $3 range. who knows maybe this quarter will tell us which way it goes. >> a couple days and we will know. when we come back on "squawk alley," another check on the markets which are again in rally mode. day two. right now the dow is inching towards its high again up at one point in the session, 203 points. now up 170. we'll be back in a minute.

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dow and s&p putting together their best two days since the 7th and 8th of january. nasdaq is lacking. bertha coombs is there. >> the nasdaq big caps today that are lagging, carl. they have been the outperformers, but if you look today, it's the small caps that are holding things up. we've seen a lot of small cap energy names that have been so beaten down, today you're seeing them rally rather strongly. you're seeing some of the big cap areas really in weakness, in particular, when it comes to the biotechs ahead of gilead. out of some of these names that have done so well, some profit taking. apple today one of the weak points as apple goes, so goes the nasdaq and the nasdaq 100 in general. apple earlier this week having or last week rather having hit a fresh all-time high, has been trading above its technical

moving averages, but today, showing a bit of weakness here. the other thing that's been interesting to watch today, have been some of the big movers. staples, the best performer. that on reports that staples and office depot may be considering a merger. office depot also one of the biggest gainers in the russell 2,000 as well. there was a time when we who have thought that that couldn't happen because they were the big suppliers, the big players, but now, you can get your supplies anywhere pretty much and you can get them mailed to you, so it doesn't seem as though perhaps that would be any sort of regulatory issue of the two of them merging. we'll see what happens there. overall we're watching, continuing to move a little bit lower here. we'll see if it drags down the rest of the indices. back to you. >> bertha, thanks. you're right, the dow is up about 137, well off the highs, six straight days minus or plus 1% moves.

haven't had a streak that long since 2011. sideways chop in the words of one of our viewers we are getting some of the intraday volatility for sure. auto one of the few things working. auto nation pretty nice gainer on the s&p today. of course you saw the auto numbers coming in all morning long. chrysler with a beat, ford slight miss, gm with a beat. >> chrysler and nissan their best january ever. >> not in a couple years, not in a decade, best january ever. gm some astounding numbers. truck sales up 42%. suvs up 36%. last quarter, and throughout january, when we were talking about the resurgence in bigger cars, that's some real activity going on. >> yeah. i guess that's somebody who's benefiting from the lower gas prices. also moving higher this morning, a lot of the speculative tech names including gopro, twitter, brocade to some extent, work-day, some stocks that have been beaten down over the past few months, doing well riskty well. you wonder how that might be

affected by twitter in a couple days. >> not just twitter on thursday afternoon, we haven't talked about linked in which reports thursday after the close. goldman upgrading the stock to a conviction buy, there's the potential for 25% upside that linkedin has done some acquisitions that paid off, their b2 b marketing strategy will likely pay dividends as well. it will be interesting to see a name we haven't talked about as much as twitter, just a quiet giant in the background. >> got cramer's attention this morning. also after the bell tonight, disney, we'll see what effect, if any, gas prices and "star wars" and frozen has on their quarter. >> measles. >> yeah. >> chipotle, gilead, big players coming out after the bell. speaking of big players, happy birthday to amazon prime, celebrating ten years over 20 million items now available for prime shipping. today including through the new prime now, company saying its fastest delivery on prime now took 23 minutes and it was an easy bake oven. >> was that going to the

quintanilla household? >> the kids did get one for christmas but we went to the store. i didn't realize prime was ten years old. >> how long have you been a prime member? >> couple years. >> back in diaper time we were already prime members so it's been a while and very few things the buy it now button is another one from amazon, really revolutionizeds the way that we buy things. prime totally shift my mindset about buying things on-line. >> things you need right away, diapers, toilet paper, amazon saying in the last year they delivered 221 different kinds of toothbrushes in same day delivery on amazon prime. >> that is amazing. quite an anniversary. the other anniversary is janet yellen celebrating one year as fed chair as of today. s&p is up 16% in that time and man, she's had a lot to deal with. >> ended qe. we thought that was what was artificially holding down interest rates on day when gosh, we're pressing near record lows across the yield curve. >> as we continue to watch the

10-year and the german 10-year falling below japan's 10-year for the first time. crazy cross currents and it's going to get more interesting with earnings. lead our way to jobs on friday. >> busy week. >> let's get over to headquarters, scott wapner and the half. welcome to the halftime show. our starting lineup for today. jim lebenthal is president of lebenthal asset management. josh brown ceo of rid holtz wealth management. our game plan looks likes this, on guard, vanguard is the most cautious on stoxx in nearly a decade. hear from their head of investments live. hooking up with hinge, the founder of the fast growing dating start-up is here on tech valuations and how the company plans to reinvent romancep we begin with a big day for stocks and what could be the most important question for investors. s