most expensive painting ever sold. the prices are going to keep going up. >> crazy. thanks very much, guys. i'm glad we could squeeze that in. my thanks to the panel. that does it for us on "closing bell." "fast money" with scott wapner in for melissa lee starts right now. "fast money" starts right now live from the nasdaq market site. i'm scott wapner. the traders tonight are dan nathan, brian kelly and karen finerman and guy adami. we have the man behind the calls coming up. and plus, tesla ceo elon musk taking to twitter saying he's got a major announcement on the horizon. it's not a car. the details just ahead. but first, we start with what else, the broad-based rally we saw on the street after last week's heavy selling. all throw of the major indices seeing gains and the dow is jumping up. so tonight we asked the question, how real is this rally

and dan nathan, can you trust it? >> of course you can trust it, we're going up here. listen, when you think of it, everything participated today. but there were a few things that didn't participate. i think it's worth noting when you think of it, apple is up 3%. huge gaper here -- gainer here and there were tech stocks that didn't trade well. alibaba, facebook all day on the down. that's more than $1 trillion in market cap that did not participate in the rally. so when you asked the question can you trust it, yeah, sure. it seems like a little bit of a quarter end window dressing especially for a quarter that has been kind of volatile and is basically set to close flattish. >> so karen, dan kind of went there with the window dressing thing. do you think that's what this was? was there china news which had to play a role. >> i think that put some floor under the market. but we are 24 hours away from the end of the quarter. i think window dressing after last week that was very messy. so i wouldn't be surprised to

see more follow through tomorrow. i didn't see any fundamental reason beyond china for this rally today. >> amazing how volatile the markets have gotten right before today you hadn't back-to-back s&p gains in 28 sessions. >> pretty wild. >> that's crazy when you think of i. >> i think this is going to continue. i think the chinese news was big, i think the merger and acquisition news out there. >> four different biotech ones today. >> they had a lot to do with it. i think the russell, the iwm stays above 121. to dan, i think it's intact, as long as the russell stays above 121. even more so if the transports can recapture 168. and 158 now. >> except for the fact, brian, you have earnings right in front of us here. they won't be great. >> well, they won't be great. everybody knows that. i would mention today, you said

earnings they were hurt by the strong dollar. today we had a strong dollar, yet the u.s. stock market rallied. there were incongruities out. there when you lock at other markets besides the u.s. stock market you had oil down most of the day which has been a negative signal in the past. >> and it was of the leaderships. >> i don't know if you can trust it today. we have to wait until wednesday an i do think the friday payroll's number, not being on a -- when the markets opened is going to create a tremendous amount of volatility. >> i wonder if people in the day and subsequent days are getting ahead of a nontrading day on friday. one of the rare days you'll get the jobs report when the markets are closed. >> we have over the last five quarters so the question is can you trust this rally right here? look at the chart. in first month of the last five quarters, you have had draw downs from the highs of about 4% in that first month. which is really interesting. really showing you now obviously there's been strong gains that

chart is telling you over the last five quarter period. you had upward momentum and then a sell-off in the first quarter. so we will see over the next couple of weeks and i suspect when you think about earnings season and you think about that q2 guidance won't be great because of the strong dollar. >> you bought some puts today. >> i did. it wasn't a huge bearish call -- >> is it a hedge or the overall feeling of you're worried because of earnings? >> well, volatility is low. we have friday we won't be able to trade, i'm worried about earnings. it was a cheap way to play this and if we get a down day -- >> why don't you buy the vix if you're worried about protection. >> it's 1451. >> unbelievable. >> for me, every time i have traded the vix i just don't like the vix. i don't know what it is. one of those things. i use the volatility on the spy.

if you start to see an inwind there you can see people running there as a hedge. >> big move into the close as the yemen oil fears begin to ease up, but the drillers have been some of the hardest hit names in the oil space this year. one name in particular is lagging its peers. we're looking at the specific stocks or sector moves that could be on the verge of major move lower. we have that trade. carter? >> that's right. if you think of tech, there's two types you could have a relative problem and you're underperforming or have an absolute problem and they have both. it's down 27%. much worse than the energy sector, down 12. of course, the trend line is very clear. i mean, literally it draws

itself. it keeps failing at the line, over and over. the stock has not been up really any month this year. energy hasn't made a low since january. has stabilized. and so the down trend very much intact and then the longer term patterns. draw the lines this way. it's all quite symmetrical. head and shoulders top and neckline. either way it's heading back to the '03 lows. closed today at 26 and change. we think down towards 20. >> all right. so what do you think? >> i happen to agree with carter. this is trading north of 40 times earnings. doesn't auger well if you're short but i think they're right. every rally in the stock has been a selling opportunity. i don't think anything going to change because i'm one of the people that think there's another leg down in crude oil. >> i wonder if any of these moves higher are selling

opportunities because you have seen some of the stocks that are positive on the year. >> well, that's the way this recovery seems to happen is that the -- the equities recover before the underlying commodity. i don't know if this team will be the same. but in the past, many times, not just oil. other commodities as well, the equities lead the way up. >> one thing that can help is m & a. before we had the oil, we had the halliburton hayes deal. it's a 13.5 breakout fee that's nice little embedded put so that's one where you see the charts -- that's the triangle of death. i know carter calls it something different. when you see that dying i think baker hughes is the thing to buy on the pull back. >> well, it's testament to something is wrong. stay away.

>> all right, carter wirth for us. we have a news alert in the music streaming space. julia worsten has the latest. >> that's right. alicia keys is on stage announcing the relaunch of title which was a music service that was purchased by jay z, sean carter. what's amazing right now, she is standing on stage with the co-owners which include along with alicia keys and jay z are kate fire, beyonce, calvin harris, chris martin, kanye west, dead mouse, nicki minaj, rihanna, usher. there are a huge number of the biggest music stars in the world up there to launch this streaming music subscription service. taking on beats which is owned by apple. this is a key team because it shows that the musicians are sick of the kind of payments that they have been getting from services like spotify and and pandora. they're trying to take ownership, literally, by opening the new systems that are

offering streaming music. they were talking about how title is a platform that's owned by artists, designed to evolve over time. they want full you have line capabilities so you can listen to your music even on the subway. so they're talking more about what makes this platform so revolutionary. i think the key thing here is on the heels of taylor swift pulling her music off of spotify and pushing back, we are seeing the rise of artists tries to take control of how they sell their music to fans and offer more than just music to sell more different things and give more access to fans as the music industry continues to evolve. >> so first thing, julia, look at shares of the pandora. see what they're doing. secondly, does this mean that all of those artists are no longer going to offer their tracks on pandora or spotify or anything else? >> well, i think this is more

competition specifically with spotify than pandora. pandora is free, spotify is a paid service, this is a paid service. i think it's more in competition with beats. as well as competition with spotify. pandora is governed by a different set of rules because it's internet radio. pandora has to pay the standard internet radio fees. spotify is different in that it does have to make deals with the record labels. so we saw taylor swift pull her music off of spotify. i suspect that the artists will continue to offer their music on oh services. it would be silly to give up the revenue, but i think they'll offer more different types of content. exclusive access to recording sessions and do that on this new platform. more music videos to build that one-on-one relationship. perhaps they can sell more merchandise to their fans. anything to own that one-on-one

relationship with fans. >> interesting. julia, thanks. julia boorstin with the latest out in l.a. >> pandora, if you look for a trade i think it comes in the form of pandora. there were rumors they were going to hire goldman sacks to pursue a deal. to me, where there's smoke that's fire. and bill miller -- >> friday out in detroit. >> stock has gone nowhere. with that said, it's not -- it is expensive, but again, where where there's smoke, there's fire. i think the risk/reward with pandora sets up something interesting here. >> especially if you have a sell-off tomorrow. if you have a sell-off because of this -- >> then no impact as julia said. >> there's why there's an opportunity if there's a sell-off. >> spotify has about 10 million paid subscribers so disagree on pandora. i think they get taken under at some point, because i think the internet radio thing i don't think it works.

you're seeing the land grab with the artists. think about who's on the beats side. dr. dre, they will line up a ton of artists themselves and all the people on the stage with jay z they won't pull their tracks from itunes. there's 800 million ios devices out there on the planet. well, tesla ceo elon musk has another tweet, announcing a new product is coming april 30 and it's not a car. gopro gets an upgrade. it's had a tough ride so far. and later a big day for biotech. we sit down with the recent ipo player in the space, tackling the fight against genetic diseases. we're back on "fast" in two. ay . ay . i was determined to create new york city's first self-serve frozen yogurt franchise. and now you have 42 locations. the more i put into my business the more i get out of it. like 5x your rewards when you make select business purchases

with your ink plus card from chase. and with ink, i choose how to redeem my points for things like cash or travel. how's the fro-yo? just peachy...literally. ink from chase. so you can.

♪ all right. j.p. morgan getting a bounce today. that kicks off our top trades. the big bank getting a positive write-up over the weekend calling for share hit 80 bucks. >> i could have told you all

that, that was in barron's. you know, jamie dimon the hottest and the best banking executive out there. but it's -- >> there's all this matters? >> no no no. i'll all about the value -- >> how about the fundamentals? >> none of that other stuff matters to me, in fact. >> that's kind of obvious. >> valuation matters to me. the earnings power, the premier franchise. enough with the harps i get it. okay. all right? >> you brought it up. >> restraining orders. you know? >> stop it some more. stop it some more. you know. >> you know, that's not a crazy valuation to get to 80. there's no reason they can't earn 6 bucks to put a 12 multiple on this thing is not a gigantic stretch. plus you have a dividend, that gets me to 72 and a year an half they can do it closer than that. they have the buy back. >> they don't have what the other banks don't have themselves and there's higher rates. >> they don't have higher rates but they're making money with the flat yield curve.

>> that last quarter wasn't great. the commentary about the existing environment not great. i'm not fan here. i think if you're buying jpmorgan up 3% after it's on the cover of barron's, you should be neutered. who does that? the whole sector was up a whole heck of a lot. >> obviously a lot of people today. the stock is up. >> it's just odd. you take a $200 million market cap company and you'll bid it up because they state the obvious? >> last week it was down. >> is it risk reversal. keep them coming. >> overdone last week. to be this -- you know, it's not -- it got away from me here at 61 and change, forget it. it's not like shake shack. >> let's talk about tesla, elon musk tweeting, the ceo of the company saying, quote, major new product line not a car will be unveiled thursday, april 30, clock p.m. it took a leg up as soon as that news hit the tweetosphere. >> he's taking a page out of the

apple page book, you have the hype coming out. it's probably enough. an it was enough to put a floor on the stock and at an interesting place. i know guys talked about 180 in tesla being the support area. and then ripped tires as soon as he said that. i don't know if what it will be, maybe it will be the folding sunglasses like porsche had. the only reason you buy tesla at these valuations, you think they're going to revolutionize the american electric grid. other than that i think it's hart pressed to get the valuations for a car company. >> beaks just said it, it will trade down, it got down to 180 today. that's close enough for government work. just in terms of risk/reward i think it sets up really well. i like tesla against the last may low of 177. >> next, in a ground breaking move, mcdonald's is planning to

test out all day breakfast in at least one u.s. market. stock popping about 1%. could more egg mcmuffins be the solution to lagging sales? now, guy, the market was up, the dow was up big. is the stock moving on that? >> no. no of course not. they're clutching at straws. look at the february comps they were an outright disaster. europe was better but the united states comps that was an absolute disaster. >> not just was, but has been. >> you're 100% right. that comp has been lousy. ever since skinner left, they haven't been doing well. the business and the stock. do you buy it on the back of this, no. because i think they're clutching at straws. if it gets above 105 it breaks out. >> i talked to the man who owns mcdonald's an he thinks the stock is right for activism or something else. >> really? >> all because of the underperformance. >> they need a redo of the menu.

like you can financially engineer this bang back up 10% or so. but they're talking about keeping the more unhealthy things on the menu all day long. you think of the success of some of the things like shake shack, you know what i mean? to me, i think that they have a product that america doesn't want right now. and most of the world doesn't seem to want it. >> i said dinan, not dimon. >> i know. >> he's not nearly as hot. >> good guy though. excellent guy. >> the world is filled with nice guy. >> yeah. but, you know, let's see $94 billion i suppose -- i don't know if this is an ackman type of thing, do a reit. wasn't that way back? >> that was a rumor. gopro jumping after catching the second upgrade in four days. the analysts behind today's move and why he says the stock is finally at the right spot to get in. later, four huge biotech

mergers hitting the space today. we have the one name up more than 200% since going public this year and a force to be reckoned with in a battle against genetic diseases. >> when i'm on "fast money" it's a rush. >> when i come to show i spread the facts. >> everybody on the show is a professional trader. >> we put our money where our mouth is the easy money is made with going with the consensus. >> we're always trying to look for what's the next trade. not what is the obvious trade. but what's the trade that nobody is taking a look at? nobody has put on that you can put on tomorrow. is. ♪ honey, we need to talk. we do? i took the trash out. i know. and thank you so much for that. i think we should get a medicare supplement insurance plan. right now? [ male announcer ] whether you're new to medicare or not, you may know it only covers about 80% of your part b medical expenses. it's up to you to pay the difference. so think about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company.

like all standardized medicare supplement insurance plans, they help cover some of what medicare doesn't pay. i did a little research. with a medicare supplement plan, you'll be able to stay with your doctor. oh, you know, i love that guy. mm-hmm. [ male announcer ] these types of plans let you visit any doctor or hospital that accepts medicare patients. and there are no networks. is this a one-size fits all kind of thing? no. there are lots of plan options. it all depends on what we need and how much we want to spend. [ male announcer ] call now to request your free decision guide. it could help you find an aarp medicare supplement plan that's right for you. what happens when we travel? the plans go with us. anywhere in the country. i like that. you know what else? unitedhealthcare insurance company has years and years of experience. what do you say? ♪ i'm in. [ male announcer ] join the millions already enrolled in the only medicare supplement insurance plans

endorsed by aarp. remember, all medicare supplement plans help cover some of what medicare doesn't pay and could really save you in out-of-pocket medical costs. you'll be able to choose your own doctor or hospital as long as they accept medicare patients. and with these plans, there could be low or no copays. you do your push-ups today? prepare to be amazed. [ male announcer ] don't wait. call today to request your free decision guide and find the aarp medicare supplement plan to go the distance with you. go long.

♪ and mostly green on the board today including gopro after getting upbraided to the buy rating. let's bring in the man behind the call. the vice and senior research analyst charlie anderson live this evening in minneapolis. welcome. good to have you on. >> thanks for having me, scott. >> you had a neutral on this. why today? are we waiting for the valuation to get a little bit more palatable? >> yeah. i think so. you know, we have been neutral since last august. we have been waiting for, you know, the valuation to kind of be on our side.

you know, for a long time and traded at, you know, 50 times earnings. 40 times earnings. we always said we were comfortable with something in the high 20s, low 30s on a p.e. basis. today it's trading 25 times the new '16 estimate. numbers have gone up. we have been able to raise estimates. we don't feel like we're being overly aggressive in the model. you're set up well for potentially any new products as well. all the model throughout don't have any revenue from the new products. thing is a company likely to extend into other categories over time. i think you have the ability to see estimates go up over time as well. >> lockup is in the rear view. the only thing i hear potential head winds is competition. what it's apple who will come into the space and challenge gopro with competition. how much do you put into that? >> yeah, i would say domestically, you know, apple or someone like that, i'm not expecting that.

i think apple will continue to make better cameras and iphones, that is some form of competition. i don't see apple making a stand alone camera. we will probably see others try that's been the case for years. sony has tried. garmin has tried. in terms of the others, i think it's real. the chinese consumer has never seen an action camera before. they have only been in the market since january and we think the camera will educate the market and gopro can get that luxury buyer which is their type of customer to date. >> let me ask you that luxury buyer. would you liken them to the consumer that wants to own the best that there is, or the first time buyer that won't refresh every time gopro refreshes?

>> it's a luxury buyer, karen. we see the average selling prices go up every year as opposed to down. they were able to release a $500 camera that never sold anything about $400 last christmas. it's a nichy category. we have to keep that in mind. this is not tens of millions of units. we're very well heeled buyers who are buying the cameras. >> charlie, i appreciate it very much. thanks for coming on. >> yeah, happy -- >> all right. charlie anderson again. yeah, happy. we are happy. >> a great guy. listen, i think he's had a $55 price tag. the stock has been difficult to own since october. but they just passed 1 million downloads on xbox. the gopro channel so maybe they're making the transition. i think it has to prove itself and it needs to close above 46. maybe it's getting interesting.

>> what about the thesis that competition that doesn't matter? i think karen makes the point that you hear. this is a luxury product, that the consumer is the same ones buying the iphones. they don't care about the price. >> you can buy ketchup from anybody, but people want to buy heinz ketchup because of the brand. that's what you're betting on. >> not a fan. this a commoditized space here. listen, i have been steadfast on this thing. it's nichy. i think there's potential competition that we don't know about that's coming here. i just actually think the price point he talk about $500 -- way, way too high. i know you have been on the slopes this winter. i see fewer and fewer of these things here. this is company that sales are -- growth is not what you would expect for a company that's priced this way. i think analysts expect sales growth of about 20%, i do not touch it. i think you see it in the po 30s over the new few months.

>> you short it? >> i think you can short rallies here, so to me i don't think there's an incremental buyer for when you have competition. >> but to defend dan he has been right since the fall. so good for him. >> well, we could see that there could be a seasonal trade too. when you think about it, where are the things best fitting on skiers' helmets here you know, the snow is almost done. >> kayakers will say they're into it too. >> how many kayakers do you know? >> three. >> yay. still ahead, spark therapeutics up more than 300% and we'll talk to the ceo about what's pumping up the pipe line. and plus the chipmakers, the traders weigh in as intel takes on nvidia and we give you the chance to take your position on twitter. much more "fast" straight ahead. . i mean, come on. national gives me the control to choose any car in the aisle i want.

i could choose you... or i could choose her if i like her more. and i do. oh, the silent treatment. real mature. so you wanna get out of here? go national. go like a pro.

still ahead on "fast" a slew of biotech deals hitting the tape today and we sit down with the ceo of one player. and plus duke and kentucky may be headed into the final four. but what about the next round of

our "fast money" madness battle royale? find out when we fight it over the chips, intel versus nvidia. and could the banks be the big winners? and a big deal day for health care related takeover deals. catamaran was bought for $12.8 million. how about ireland' horizon pharma buying hyperion for $46 a share. teva is buying asuspex for $3.2 billion. all are cash deals. unbelievable day for m & a in that space. sticking with it, oh, we're supposed to chat with you guys. >> want to chat? >> usually when it says chat with traders that's the way to go. >> that's us. >> let's chat. >> listen, i'm not the smartest guy in this area so i look at the etfs and we talked about the big sell-off this not the time

to bail out of this. clearly the space is hot, clearly there's more m & a coming. >> there's no bubble this in space? >> i'm not saying there's no bubble -- >> you said to buy them. >> could be m & a on the other sides. we have some that have no sales that have $2 billion market caps and you're seeing them because of the premium. i know you like the big ones the ibb. that's probably what you stick with. >> there's a bubble in certain names. there are bioteches who have zero or negative earnings. so i get the bubble aspect of that. but the names we talk about all the team, celgenes, gileads they're unbelievable companies with great balance sheets that i think are still extremely fairly priced. i think celgene is best in

breed. i think gilead goes north of 110. >> and you near the xbi. it has more of the smaller biotechs, doesn't it? >> the big beer cap one, the smaller cap one and the mid cap one. but there's a fair amount of overlap. but i can't stomach waking up and seeing some failed trial and having the stock down huge. so it's diversified. it helps me sleep much better at night. i really believe that consolidation in the industry will continue. so one in the basket. >> perfect segue to the next guest. take a look at this move in biotech. the company spark therapeutics. doubling on the day of the ipo in late january. now up more than 220%. spark involved in the creation of gene therapies and is currently working on treatments for blindness and other genetic diseases. joining us now in a cnbc exclusive is spark's ceo, jeff marrazzo and we brought along meg terrell. all years. >> thank you.

so we were just talk about companies that have to sales and $2 billion market caps and you're $1.8 billion, no sales yet. let's get to valuations in a bit, but i want to start by what you do. your ticker is once, so you're in gene therapy. what is that? >> well, genes ultimately play this role as a blueprint in underlying how cells function. so the concept is actually that you take a normal copy of a gene or a healthy copy of gene and you bring it to those patients' cells and by doing so, you're able to potentially correct the underlying basis of the disease. so the idea is that if you can deliver that to the patient, there's a potential for the patient to then correct what they need to do on potentially on a long-lasting basis if not on a curative basis that's the promise behind gene therapy. if you think of what we're doing in a first area that we're working in is is this area of inherited blindness. where there's more than 200 different genes that account

play a role in normal retinal health. so we're working on the first of those. we showed in earlier studies that we can restore functional vision in patients that have this type of inherited blindness. we are now in the middle of a fully enrolled phase three clinical trial in the second half of this year. i think people are excited about the potential of having seen the earlier data and now seeing the readout in the second half of the year and we can talk about where we'll take that from. there but that's leading to the potential first filing of an approval request with the fda in the united states next year and then moving to launch following that. >> if you talk about potentially curing blindness -- >> there's the potential for that. what we saw and what the earlier studies suggested if you take patients with this genetic form of this disease that end up in the end state of blindness, what we're able to show is that we can restore their functional

vision. for example, this was one 8-year-old that was in our trail that when they entered the trial was dependent upon braille to function in the classroom an following the one injection was able to play little league baseball. so if we can show that in the phase three trial in the different set-up, we think that that's a strong case there to be made to seek approval following that in 2016. >> so phase three results coming in the second half of the year. i want to ask you about your valuation because you guys just went public earlier this year. you already tripled in value. $1.8 billion market cap, you're not in the market yet. does this make sense? >> so we have gotten a tremendous reception from investors. i think what they have seen is that what they -- what they have communicated to us because we have a late stage clinical trial it's based on tangible human data that you see and actually literally see with a video. you can see this kid go from

where he was functionally before to afterwards and that's very powerful. one, we are seeing that investors are eacting to that and it has a potential to be successful. i think furthering that, we actually are -- our plans next year if the data is positive is to file for approval in 2016. i think it's not to be underestimated to what that means. so from our perspective, we would theoretically would be bringing the first approval with the fda. whether it's manufacturing, we have the ability to set the stage for how the rest of the field going to operate. then so that's first. secondly, i think the other thing investors have reacted well to is to leverage all that work on the first application in the next one and the next one. they see that as a potential derisking of what we might do

subsequently th subsequently. they're excited about what we're doing and we started on a second eye disease in this quarter. which turns out 3 1/2 times the number of patients, so people see that ability to extrapolate. >> can i ask you quickly the story about with, the one injection is amazing and brings hope to a lot of people. i'm wondering what one injectson like that would cost and weigh in the debate that seems to be percolating out there about the cost of drugs and treatments in this country. >> for us it's too early to talk specifically about price. i think our perspective on this is that if you can really bring something that's transformative to patients and i think what i just shared with you you would characterize as such. >> sure. >> if you can bring something that's transformative, that affects a debill thaitive disease like blindness and do wit a one-time treatment, i would welcome that discussion on the back side of the phase three

data. and welcome it with what is really fair. i think that's a unique position us for to be in and take that dialogue to people. so that's the way we're thinking about it. there are other theory pis that have the transformative nature that go after rare diseases. here i think wore adding the two pieces and then the third which is the potential to be the one time. to be once. >> stock is up quite nicely about 6% or so. jeff, thank you so much and meg thanks to you. >> thanks for having me. i appreciate i. >> great guests. all right, let's trade it. >> jpmorgan in terms of this stock, they initiated with a $74 price target back in february and when it was trading 54 and that's where it traded today. i would wait to see what they had to see before i -- because it's way too volatile. stock was up 7.5% today. >> purely on trading i think it's a wait and see. but we talked a little bit about

whether or not this was a bubble here in biotech. this is why i stick with the etfs. you know, not if they get approval and -- this is an unbelievable break through. then this stock is off to the races. for me, on a broad case i would rather stick to the ibb. >> all right. the big movers of the day, pop for dreamworks. up 7%. >> a good opening on the home movie. i saw it, i thought it was okay. >> you didn't like the movie? >> forget the stock. >> did you least like the popcorn? >> i love the popcorn. hasbro, this was on the last year t stock is up 30% from the recent lows this year. i suspect when that's smoke there's fire. a content play here. if they continue to have a string of good openings like they did, a koifrm things coming this thing is probably back in play at some point. but i think you probably want to buy it. back towards those january lows. not up here 30%. >> pop today for finish line karen, stock up 5% or so.

>> yeah, this is the beauty of setting the barlow for yourselves which did that last week. came out friday. the stock traded off a little bit and they announced earnings that were okay. earnings were good, guidance that was okay. but an increase in the buy back. i suspect they were out in the market today. >> restoration hardware, speaking of pops. >> they reported i think on the 26th, knee jerk was to sell it off. then you look operating margins much better. and guess what, these guys don't have to hire an end trader to hedge their currency risk because they don't have any. i think it goes north of 1 -- >> stock getting upgraded today -- a little late. a little late. >> yeah. >> okay. >> i mean, yes they're late. but at least they have got on board. i think the stock trades higher. the way it traded off earnings there's more room on the upside. >> wwe is down 15%.

>> hulk mania not running wild and partly because of the subscribers on the streaming channel. off 15% or so. i think that's an opportunity here, but probably closer to 13. that's where this seems to be support. >> all right. a pop for crib potatoes. baby first tv is testing programs for toddlers as young as six months. baby first tv airs animated early childhood programs focused on counting, shapes and colors. it launched in 2006 but it's gaining attention and some criticism for targeting infants but some argue children learn best by interacting with people and others saying the focus should be on the type of content babies are seeing. >> "fast money" is a huge one in the 6 and under. we crush wit the kids. up next on "fast money" we are breaking into the second round in the "fast money" money

segment. nvidia and intel have survived the first round eliminations. who will represent the chips in the fab four? the battle is on after the break. ent. ent. so why pause to take a pill? and why stop what you're doing to find a bathroom? with cialis for daily use, you don't have to plan around either. it's the only daily tablet approved to treat erectile dysfunction so you can be ready anytime the moment is right. plus cialis treats the frustrating urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain, as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, get medical help right away for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision, or any symptoms of an allergic reaction, stop taking cialis and get medical help right away.

why pause the moment? ask your doctor about cialis for daily use. for a free 30-tablet trial go to cialis.com a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. i'm actually a dj. [ dance music plays ] woman: [laughs] no way! that really is you? if they're not a cfp pro, you just don't know. cfp -- work with the highest standard. mileageplus® explorer card. we're saving our united miles... ...for a trip to hawaii. we love free checked bags. i've saved $75 in checked bag fees. no foreign transaction fees means real savings. we can go to any country and spend money the way we would in the u.s. one of the best things about priority boarding is you can just get on the plane and relax. i put everything on the explorer card. i really want my united miles. with a cruising riding position can-am spyder f3. and the most advanced vehicle stability system

in the industry... ...you'll ride with a feeling of complete freedom and confidence. visit your can-am dealer and test drive the spyder f3 today. "what is it that we can do that is impactful?" what the cloud enables is computing to empower cancer researchers. it used to take two weeks to sequence and analyze a genome; with the microsoft cloud we can analyze 100 per day. whatever i can do to help compute a cure for cancer, that's what i'd like to do.

it is time for our "fast money" madness tomorrow where 16 tech names compete for title of "fast money" champion. throughout the competition we'll have exclusive previews each day on cnbc.com/pro. tonight, the exceptional eight of tech. our first match-up features a chip battle between intel and nvidia. both advancing past the first round after knocking out micron and qualcomm. intel pulling back today after takeover reports on friday sent that stock higher. don't forget your vote as well, it counts. log on the twitter using the #fast money madness. tell us whether you prefer inindividual ya or intel. each trader gets 30 seconds to make their case. so let's put the first 30 seconds and kick it off with b.k. >> so, you know, i'm going to pick intel. it's really all about risk/reward here. the first round i picked nvidia,

because i liked the new ideas they come up with. however i'm not the first guy to discover that. with intel, there's a lot that they do now. as we saw with the potential deal stock could go higher if they're buying this growth. so at $31 i know around $29 to $30 that's my stop off point. any point i can get a $1 risk/reward and make at least -- let's say it goes up 10%, i'm happy with that. >> dan nathan? >> yeah, i'm going with nvidia. they reported there were very few semiconductor stocks that could do that, and there's a shift from console gaming back to pc. they reported 13% growth in the last quarter. and 40% of the market cap is in cashier and trades multiple. this is a cheap stock with growth and it's got a great balance sheet. i think you can play this back up to the prior highs about 24 bucks. >> all right. new shot clock and karen

finerman, make a case. >> neither jumped out at me, but in the end i went with intel. it was a good piece out by the confession and that's what this is. they hopefully lowered the bar for themselves so dramatically that they can't -- the balance sheet is in good shape, but they'll you the cash for -- they'll use that cash. we see a bottoming out of the pc business, slightly went with intel. >> okay. give me a new shot clock. guy adami? >> we have to go to the audience to break the tie because i'm with dan. intel, they're trying to buy growth. altera, they have not been good so this is clutching at straws. i'm with dan. nvidia dominates the graphic space. 16 1/2 times forward earnings doesn't seem that expensive to me. yes a couple have downgraded the stock.

i think nvidia wins this round. >> we have a tie on the desk. that means it comes down to the twitter vote. you said intel. >> oh. >> intel. >> there we go. >> smart folks on twitter. i thought you said -- it was a tease. intel advances to the next round. tomorrow we have an exciting second round match-up in the internet conference between salesforce and facebook. be sure to log on to cnbc.com/pro for exclusive previews ahead of each battle. still ahead we'll tell you the one s&p sector that traders are betting on ahead of the earnings season. that's right after the break. a! vectorvest mobile is here and it's free! make faster, smarter, better trading decisions with vectorvest mobile. the most powerful app or managing your portfolio from the palm of your hand. only vectorvest mobile analyzes, ranks and graphs... ...over 16,000 stocks worldwide, everyday,... ...and gives you clear buy, sell, hold recommendations... ...on every stock; anytime, anywhere.

vectorvest mobile comes free with your vectorvest trial. get it now! visit vectorvest.com/mobile to get started

♪ after a sell-off last week the financials rallied today with the market an some traders are betting there's nor -- more upside ahead. dan has the action. >> yeah. we saw that monster move in jpmorgan today. the whole space rallied and the xlf was what caught my eye today. some large call volume,

outnumbering puts 2061. there was a buyer 68,000, april, 24 1/2 calls that breaks even at 24.71. only up 1.5. 8 of the top ten holdings in the xlf are going to report in april expiration. i suspect this trader is looking to break even up 1.5% and when you go over to the chart here, the thing has been basing now between 22 and 24.5. here's the prior high, about 25. well, the calls don't look particularly expensive from a premium standpoint, it's hard to see this thing breaking out when you think about how widely dispersed it is amongst the financials here. you're risking 21 cents to make 30 cents. it's a nice levered play to the outside. >> thanks. check out the live show "option action" next friday. coming up on "mad money"

tonight, cramer is talking with a man heading the organic food revolution. and lululemon's healthy growth in tweets that are driving the market. oils, bio techs and so much more coming up on "mad money." your first move tomorrow when we come back, more "fast money" is coming up next. when the world moves, futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. all on thinkorswim. from td ameritrade. for you and your brother?house ♪

♪ woooooah you're not just looking for a house. you're looking for a place for your life to happen. zillow you can call mbut,allow... i have a wandering eye. i mean, come on. national gives me the control to choose any car in the aisle i want. i could choose you... or i could choose her if i like her more. and i do. oh, the silent treatment. real mature. so you wanna get out of here? go national. go like a pro.

all right. it is that time. time for our final trade. we go around the horn and we kick it off with dan nathan. >> yeah, intel. i think you used that strength off of the altera takeover rumor to sell it. i think when they report in mid april they'll flop. i think you'll see it blow up soon. >> okay, with protection you buy it when you can. buy some sby outputts. >> we talked about how cheap citi bank is. way below book.

>> always good to see you. i haven't seen the new digs. >> nice. >> look behind you. >> beautiful. >> two times normal volume reversed. it's something it traded held the my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts, now. >> hey i'm cramer, welcome to mad money. welcome to cramerica. other people want to make friends i just want to make you money. my job is not just to entertain but to teach and educate. call me at 1-800-743-cnbc or tweet me @jimcramer. two streams of money are pouring into this market to take stocks up