nd they're willing to overpay for a piece of the land in that valley. that makes it more difficult for us to coexist. >> thank you so much. and my thanks to the panel. and cheers everybody, to this afternoon just being outside and ending the california drought. and "fast money" beginning right now. >> live from the nasdaq market site this is "fast money." i'm melissa lee. big miss for yahoo!. the stock is getting hit. chipotle coming in light. stock down 4%. and another strong for amgen on the top and bottom lines. let's kick it off here with yahoo!. the video conference call getting underway right now. guidance coming in light just moments ago. also the area in which the ceo has invested heavily, mobile that was also disappointing. >> at 14% of revenue, we thought these guys were going to be

starting to come out of a place where you get something. i bought the stock today. and part of my view is the bar is extremely low. i think the core business is prized at a value of zero is going to see some growth here. that's not a game changer but it is a sense they're making some progress. more importantly i think the stock's been marked down on a beta to baba. so minus .7. it oversold to the move in the mothership. i think the tax free spinoff is what you should be focused on. i think i would be buying down after earnings. >> the issue is that after the tax spinoff of baba you have to be interested in the core business. are you a believer more so in the business? >> i don't think it was a disastrous quarter. it was a miss. paid clicks up 21%. there were decent metrics in

this. it's valuing the core business that lessens here in my opinion. 42.5% has been support. i don't think it's going to test that level. i think you buy with a 42.50 bottom. >> you can buy it in the afterhours. one, because this bad news is out. the stock is trading sideways here. nobody really knows what the core business is valued at. but we know it's not zero. it's not negative. so if this is somewhere close to the zero level at 43 42.50 level, why wouldn't you buy it? >> that's my call trade. the risk is zero. this is better than that. so if there's going to be a premium put on this, people got excited when they tweet their agreement with microsoft. i don't know if they're going to move anywhere with it. to tim's point, he's got a great point thinking it's been overdone. it's obviously taking it on the

chin because of baba. >> you don't think you can hold it after the tax -- >> i don't think you should. i've been in and out of the name and made money in the name. they've already lost focus on it. baba has been a disappointment to a lot of people. if you look between them and microsoft, they're 35% of the search while google is still 65%. >> that is not a game changer. but it gives them flexibility that they can list their own -- they can have the higher revenue per search. so who care ifs this is just about the tax-free spinoff. why do we care? that to me ultimately is where the value is. this is the ultimate sum of the parts. it worked before. >> do you hold yahoo! after the spinoff though? >> yes. >> that's the question. >> based upon what i said yes. again, the core is worth zero or guy says less than zero. >> right. to me that makes it -- the core then makes it active here.

we have a ceo who really has been hired to turn this around. clearly not really turning around. if bk more an activist and he's not -- >> where have they been so far? why aren't these guys in at a time that activists are everywhere? it's a good point. >> it's a bearish point, too, though. they don't see what to do with it rather than the baba spin. >> and there is an activist in there. starboard. >> right. >> yahoo! is number of times over the past years it's been the opportunity to buy stock. this could be the quarter with analysts coming in now. might be your opportunity. i don't think it's going to get down to 42.50. but i think it has held that level a number of times. i think it's a haul there again. >> all right. check out -- this is a live shot of the webcast by the way. the ceo is speaking right now. let's bring in analyst aaron

kessler on the fast line. aaron, does anything change in your belief in this company based on this quarter? >> not too much. the quarter is disappointing. display was down 7%. mobile revenues were up strongly year over year. the core business in our view remains challenged. but there is still an opportunity with alibaba. >> what is your sum of the parts analysis? what is the baba part of the business and maybe the core business plus japan? >> well i would say current levels here you've got yahoo! at zero before we had roughly given $5 per share. effectively you're getting it for free against current levels

of alibaba. >> it's brian kelly. we do have one activist in this stock. do you see this as a bait for more activists like someone like carl icahn, something like that? >> a lot of the stuff activists wanted has been in that. after you can argue for a yahoo! japan spin. that's a smaller component. you can article for some m&a. i think those have been shot down for now at this point it's less clear what an activist can do. >> when you value at zero, nothing is really valued at zero. how do you really even come up with a real future plan for the core business? it seems like everyone is throwing it out. is there really anything of value there? >> yeah. our valuation is about six times ebida. in terms of what they can do, they're investing in the right

areas. i think it's still early but if they can execute better and maybe make smaller acquisitions then they're headed back in the right direction. it's going to be tough. you're turning around a ship which is big on the display side which has been under pressure the last several years. and once they start to slow. >> what's your take on marissa mayer and how long she's got? >> i think they're headed in the right direction. it's unclear if someone else can do a better job. she has it but i think she adopted a company that was headed in the wrong direction. it takes time to turn. see if she can get the growth back deposit here. >> thanks for phoning in. appreciate it. aaron kessler has an overweight rating. i mentioned marissa mayer. he mentioned mobile revenue growth and that was down sequentially. that is the area she's been

investing in. and it hasn't showed up yet. >> i think the honeymoon period is close to being over frankly. the other thing i'll say about the stock and how you trade it is i think alibaba is also being pushed around here by a stock market that is not realizing they had a tough first quarter. be long yahoo! and equal amount of alibaba. that's how people have traded this thing. people pushed yahoo! around. you are insulated by this core and alibaba should do down more. i'm long both of them. >> i think this is an opportunity. if they don't flush on this quarter, i think they're not. >> now on to economychipotle in the lows in the after-hours. >> a miss on the top line for chipotle. came in with $1.09 billion in

sales. the street had been looking for $1.11 billion. on the bottom line because food costs were lower, their numbers were better. they posted $3.88 in earnings per share. that's excluding items. the big issue, they say, during the quarter was the weather and park. at the beginning of the quarter they discovered their pork supplier did not produce pork in a manner that they -- is consistent with their policies is not ethical. so they decided to cut out pork. that cut out a great deal. they say that they still at this point are experience inging a shortage. and the fact they did rolling blackouts in different markets confused patrons. the people who really liked that pork didn't come back. so they're going to stop the rolling blackouts and they have identified some new suppliers. they are hoping that those new suppliers will be able to get

into the system soon. here's what steve ellis said on the call. >> we're encouraged by what we have seen so far. at this point we plan to begin introducing this new pork in some of our restaurants in the comeing months. if all goes as planned, we will be steadily increasing our supply in the next quarter. >> they made no mention of any impact to their chicken with all the news that we're hearing about with regard to bird flu. that call is still going on. i'll certainly update you if there are any new developments on that. >> bertha coombs thank you so much. rolling blackouts of park carnitas sounds like a nightmare. the real momentum here is declining sequentially. >> comps were not good. margins improving, comps declining. revenue mississippi. so what's the trade? it becomes comical after awhile

but if they sell jack in the box off on this you buy it. because i think they deserve a higher multiple. they report on may 13th. it is about 7% or 8% off its all-time high. if that doesn't get whacked tomorrow, it's gone. >> you don't like cmg. >> no. i think you're seeing divergence in the wage income. i think that benefits mcdonald's and yum. and i think cmg had its day. people that are bull sh say this cycle is different. this is different than 2012 when the comps caught up to the company again. remember what happened to the stock. so this is what i think. i think the comps are unsustainable. i think they're not in that bulletproof cycle where you have the internal things going on at the company but also this secular thing going on. i would be a seller. >> just to push back a bit, it's trading below the moving averages right now. just as recent as early april, the stock stopped on a dime here below its 200 day moving average

at around 6.45. if you buy it here just use the stop somewhere in the middle. 6.50s. stock this high bries priced you could be looking at 5% 10%, 15% gain. people have bet against this stock time and time again and they've lost. >> drug deal drama, virtual drama. we'll tell you which companies are going after each other and which deals are likely to be done. and we've got the latest details coming up. plus oil takeout targets. a top analyst will give you the two names he thinks could be bought ahead on fast.

yum is making a big move in the after-hours session. let's get the latest. >> hey, melissa. longer living mas afterhours. down 8% from a year ago but much better than the 72 cents the street expected. top line was a tad light up from a year ago. margins dipped to 17.5% and about that dollar foreign currency issue shaved 20 million from operating profit.

it's all about china. same store sales fell 12%. that was good news because the street expected them to drop 15%. perhaps china is recovering. in the u.s. it's all about taco bell. same store sales up 6%. operating profit up 37%. taco bell's breakfast menu is showing strength and they just showed it up. they replaced the waffle taco with the biscuit taco. i never liked the waffle taco. this one is pretty good. later this year they'll have the frito chili taco. and pizza hut continues to dog paddle. questions for tomorrow's call they're not asking chipotle about the bird flu, but with thell

that be in there. >> biscuit taco sounds bready heavy carbs for me. >> it's for if you have a hangover. >> oh. okay. i guess it's a core demo. you're right. >> like me. but not right now. >> clearly. or during work ever. >> she's still on drinking. >> all right. all about china. >> as much as you want to talk about the breakfast menu which i think is underestimated in comp china. so we're about nine months away from past the china incident. it looks interesting into the end of the year. street's about 1.2. they are 3% to 7%. they haven't changed this. i think you're going to see a couple upgrades. the street is somewhere on 15.2% on margins. there's room for this. stock also has been challenging this trading level around 80

bucks. i think that's now your floor. i think actually this stock, most of the street is around 85 to 90. i think these numbers reinforce the second half of the year is going to be better. >> nine months after the china incident, why is it now the comps get easier? >> very good. >> everything tim said i would agree with, but i would stick more domestic and stick with the chicken. pollo loco. i like the chart here. >> are you afraid of the aifrian flu and how it's going to impact it? >> no. didn't impact it today. >> crazy chicken. >> amgen reporting. here to break down the numbers. >> the beat came in terms of earnings. they're in the middle of a cost cutting effort. that paid off here. earnings at 2.48 for the quarter. also raising guidance on the earnings side up to 9.35 to 9.65

for 2015. so some good news there. seeing the stock move kind of after-hours on that beat. also seeing some good news in terms of their drugs. what people are really focusing on the call is some competition coming in biosimilars. that's for versions of biologic drugs. so to see how they're kind of balancing that. and they just got a new heart failure drug approved and they're building up their cardiovascular move. they expect to get approved later this year. so a lot of questions about what's to come. >> who likes amgen? >> me. it's not in a vacuum. we've talked about amgen for a long time. and amgen has sold off. you've got to get back in the name. and typically what happens in earnings, they've missed somewhere and people take it out to the wood shed, knock the stock back. then a week later it's higher than before. this time they smoked earnings and it's going higher. and it's 16 times toward

earnings. it would have a 25 multiple. >> we should know amgen isn't the only one making news today. also to take over mylan. meg's got the details on this. mylan had already said they are not interested in this whatsoever. >> right. they came out last week before teva had a bid on the table and said it's not for us. so people are batting that around trying to figure how much of a block they can really put up there. of course it tried to buy perrigo. perrigo just coming out after the close today saying its board rejected the mylan offer. and there are some concerns here from an antitrust perspective. teva saying they're confident they can close the deal by the end of the year.

but regulators i'm hearing is likely to take a close look at this. and the more consolidation in that space, the more drug prices could continue to rise. we may see a lot of kind of examination from the regular perspective on that. >> mylan also has a dutch poison pill which seems it would protect them a bit from a hostile takeover. >> yeah. it's really interesting. they inverted to be in the netherlands. and they do have that protection which they put into place right before all of this stuff with teva started to come out. we actually talked a couple of weeks ago about that poison pill they put into place before this came out. that makes it potentially even more difficult for teva. the only thing we know right now is this could last a really long time if history is any guide. what we saw with allergan, this could take months to play out. >> that was a story that never ended. >> mylan real quick, last time meg was here mylan was up on the day. we said despite the fact it's had a big move to the upside it's going higher. here we are today and it's still

cheap. and this story ain't over by the way. so you might get a little bit of back. i don't think you'll get that much. >> if mylan really doesn't want to be acquired it could also make a bid for something else potentially. >> which is right. exactly. i'm not as versed in the space as guy is. that's why i stick with the etfs. if you want to play this m&a trend, you want to be out of the ibb and into the xbi. that's the smaller cap names. that's where you'll get the bigger bang for the buck here. and great risk reward here. $2 to $3 risk for a big upside. >> meg, thank you. meg tirrell. coming up next the latest details on the arrest of the futures trader who's been charged in connection with the may 2010 flash crash. plus earnings kick into high gear. is the u.s. no longer the best? much more after this.

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an arrest has been made in the 2010 flash crash. kate kelly has the details from texas. kate? >> thanks so much. so the events of today really put a new twist on the long standing theories behind what happened with the may 2010 flash crash. the arrest of the uk-based trader singh sero today cast new questions on what his role may have been. he was an active trader who accounted as the fifth largest trader in the s&p futures contract according to the cftc's complete file. today alongside a similar complaint in chicago by the justice department that was unsealed. he was arrested today in the uk. they say this type of fraudulent

trading had continued through 2010 until recently. and the idea was to post is series of fraudulent orders and pressure the market downwards benefitting both from the expected downturn and the eventual snapback. with as we know the broad market also fell on a fear of turbulence before recovering. and an original s.e.c. report pinned the blame on a mutual fund in kansas city. it's not entirely clear how the activities had coexisted but there are a lot of questions about how big of a role sero played. >> kate, just the bottom line. the original lengthy reports issued by the cftc was an individual ever named or the potential for an individual to be contributing to what happened? >> you know, i have to say, melissa, i don't recall.

but i have seen just based on some traffic and some discussion today, there was a notion that there may have been a player like this at the time. and obviously it took five years to really flush out the details. that question as to why it took so long came up during a telephone call with the head of enforcement today. he said look this is a labor intensive process. it takes a long time. an explanation many don't find satisfactory and especially as it may conflict with earlier understandings of the event. nevertheless, we have a new sense of a key role that somebody like this may have played. it casts a light on spoofing and other fraudulent trading practices. so it's likely to affect the dialogue going forward. >> kate kelly, thanks very much. >> this is kind of vindication for the high frequency trading. and people don't even understand. what this guy did is take off

the -- so i have to say that i think this is very important news. it should keep the pitch forks and i think the crowds at bay. i think high frequency trading is a good thing for this market. >> earnings season kicking into full swing. big name investors are wondering whether the market is beginning to top out. moe by is making a big call in stocks earlier today. >> right now we're seeing emerging markets out-performing the u.s. and the world for -- since the beginning of this year. so i think now is the time to shift out of the u.s. into other markets. >> what do you think? >> well -- >> about what he said and not his cream colored suit. >> that's his thing, right? he's like the colonel sanders of the stock market. i would say -- first of all, he's an emerging markets manager. so you've got to take that with a grain of salt. secondly i would be concerned about the u.s. market here on a

shorter term basis. on the broad picture, you have to say the u.s. economy is slowing down europe seems to be getting better. so the question is will the rest of the world pull the u.s. out? and to that extent then yes i would be in emerging markets at this point. sold last week just to take the profit. >> eem is already up 9%. it was a good sale on your part. europe has been outperforming already for so long. but europe fall off the table and take the rest of the u.s. equity mark down with it? there's the zero sum game thought that the u.s. is going to catch up and close that gap. but i think what's going to happen is you're going to see the european markets come off its highs and they're both going to go down at the same time. >> we should layer in he's adding to short positions here. >> 1% from the highs. this is a definitely risk reward trade. >> u.s. earning season was always going to highlight the

difference between europe and u.s. it happened today if you listen. these guys had very good numbers because of a weaker euro today. these guys were blaming the dollar. emerging doing better. but if the u.s. is getting sideways emerging will continue to outperform turkey brazil korea. >> check this chart out. it had been down pretty much all the way through the after-hours. now in positive territory as the conference call is underway. this of course top to bottom lines missed. we'll get why it's turning around when we come back. and plus consolidation in the energy space. when we come back. stay tuned. good. very good. you see something moving off the shelves and your first thought is to investigate the company. you are type e*. yes, investment opportunities can be anywhere...

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to please not wake me this time? ♪ ♪ the answer is yes, it can. so, the question your customers are really asking is can your business deliver? still ahead on "fast money," live from the nasdaq in new york city's times square yahoo! now positive in the after-hours session. the call officially halfway through. we'll bring dwrou theed thelines from the ceo herself. plus less than 24 hours away from facebook's earnings. why the stock could soar. plus it is official. a "full house" spinoff is coming to netflix. we'd like our "fast money" spin on it. a preview of faster money is

coming your way later on. yahoo!'s earnings webcast well underway. josh lipton has been watching and joins us with the latest. >> right now marissa mayer making news here saying that yahoo! has now hired advisers to maximize value from the yahoo! japan stake saying that yahoo! will announce plans for yahoo! japan on future earnings calls. she said the options there included in her words, careful study. also yahoo! saying they are continuing to work towards that q4 target for that alibaba spinoff. post-spin, yahoo! saying they will have distributed $41 billion to shareholders. now, in the beginning of that call mayer also walked analysts through the business lines specifically touching on mobile. take a listen to what she had to say there. >> most notably in q1 we hit

more than 20% growth year over year. with more than 1 billion users across desktop and mobile in total, yahoo!'s transformation to being a mobile first company is apparent. tumblr traffic continues to grow. the tumblr audience is approaching a half a billion mark. >> now, mayer of course looking to mobile to social to video to offset those declines we're seeing in desktop display, desktop revenue $381 million. down 7% in the latest quarter. >> thanks so much josh lipton. tim seymour, is it your view that what she said has moved the stock higher or are people coming around to the idea that perhaps the miss wasn't as bad as original? >> people are myopic. they look at the top line bottom line, it was a miss. it was very close. and she said what at least to me what's exciting about this. tumblr is not going to

necessarily change this. it's actually making a difference. it's the core business. yahoo! japan is another. this is something people are waiting for. >> you're skeptical of this. you said you were not sure if you would buy it. given the price action, are you coming around a little bit. >> even if i said i wouldn't have bought it if it was higher. so i still wouldn't buy it. i still -- at this point, i missed that. i wouldn't buy it. i still think people are going to be taking profits. they're going to be looking at alibaba as tim just said. i think the shift in the sentiment after-hours was basically her giving you a vision, a feel scape, so to speak, as to what she thinks going forward profitability is going to be. i don't agree with it. >> more headlines as we have. time for pops and drops. big movers of the day. harley-davidson down 10%. >> it was a disastrous quart e for. but this is a premiere

franchise. we look where it traded down six or seven months ago. i think you hold against the stock. i think the risk reward sets up nicely. >> got a pop for s.a.p. >> friend of the show this is one of the stocks boodsted by a stronger dollar and lower euro. i would be still a buyer of s.a.p. >> got a pop for arm holdings. >> another name that did well because of a weaker euro, stronger dollar. this stock up at $55. either breakout or resistance level. got to wait for that momentum you got to wait for the break and see if that thing blasts through $55. >> drop for under armour. so people look at the first quarter numbers more or less in line. although the margins which got upgraded in a few weeks, they came in 20 bips below that.

this stock is in trouble. i don't think you buy this week. i would look to short it. >> after climbing more than 20% from march lows. brian sullivan spoke with bp seo about potential consolidation of the oil and gas space. take a listen. >> there are always times when prices change, there's lots of speculations about changing. there's been two or three big deals. but i don't feel that right now unless oil were down lower for a lot longer. >> so bp as far as you know no one's approached you about buying your company. they haven't come to you. >> no. no one has approached us. >> have you had conversations about buying other companies? >> no we have not. >> our next guest says more deals could be on the horizon. let's bring in global hunter securities managing director mike kelly who joins us here. nice to see you in person. >> good to see you. hi, guys. >> how do oil prices factor into this fact that consolidation may happen? should we think that there's

less consolidation? that companies aren't as pressured? >> sure. i think any time that oil price corrects like this it's the opportunity for deals. at one point they're down 50%. if you have the view the longer term view that this is a short-term correction, we're back to 70 and beyond in oil, gas prices going higher. it's a heck of an opportunity. >> you mentioned the two companies that you think are targets. what about them? is there balance sheet distress? what are they looking at here? >> really two very high quality companies that if you're a major and you want exposure these are the two you go after. in the marcellus shale. the lowest range certainly fits that bill. it's hard for these guys not to grow 20%. and the big kicker with them is

underknight this shale is this utica shale that could be better than the marcellus. i think you got to take a look at that one. >> i agree with you on pxt. but a stock like range, it never closed that ga. . which companies have closed that gap? we saw whiting didn't close that gap either. came out with those headlines it couldn't. so when you look at range, if it hasn't closed that gap, should that be a red flag? >> i think it's an opportunity for the buyer on it that you could see it hasn't closed a gap yet. maybe somebody that has closed the gap, the opportunity is lost. so for range, we see it more of a natural gas phenomenon. you look out to natural gas prices more than double where it is right now. this thing just crunches its multiple faster than any other out there. that's got to be a great opportunity for a larger company. >> hey, mike. so you gave us two that may be

takeout targets that at least look good. tomorrow when people go and screen for stocks either which one should they stay away from or what metric should they look for to stay away from that these companies will have a tough time in this environment? >> yeah. you know in terms of what companies to stay away from, really it's got to be all about returns. if guys can't put up good returns there, stay away. and we actually do think -- there's a line drawn in the sand. it's $70 oil. there's guys like pxd that just crushes it. there's others that simply go bankrupt. >> mike, good to see you. thanks for stopping by. >> mentioned pioneer got cut in half. basically went down to 120. it's rallied about 40% since then. the valuation in the stock is

crazy. i think you absolutely have to wait until the report on may 4th. >> by the way your grandma has she invested in any of them? >> she's sticking with concho. >> is she watching with the girls at the old age home? >> it might be dinner time right now. 4:30 central time. >> i think it's tomorrow's breakfast time. >> that's mean spirite it? >> are they in texas somewhere? >> peoria illinois. >> energy got blasted through. when you saw crude wti fall from 110 and get more than cut in half. when you look at these names, when you look at them you have to see where they factor in wti prices. mike just said that pxd kills it at $70 when you look at that. i think most of these guys other than pxd are factoring 70 80. >> all right.

thanks again, mike. netflix adding to its house of original content by rebooting "full house" in a sequel named "fuller house." will it be another hit for netflix? plus a look at what a "fast money" sequel might look like starring our cast of traders here. another look at yahoo!. big turnaround in the after-hours session. now up by 1. 6% in the however hours trading session. much more "fast money" straight ahead. it took tennis legend serena williams, fencing champion tim morehouse and the rockettes years to master their craft. but only moments to master paying bills at chase.com. depositing checks at the atm and transferring funds on the mobile app. technology designed for you. so you can easily master the way you bank.

welcome back to "fast money." i'm mary thompson. checking in on a couple of earnings after the closing bell. revenues increased by 4%. earnings speed was helped by strong sales of wi-fi and broadband chips to apple and samsung. stock responding positively. shares of vmware turning positive in the after-hours session. the company posted earnings that topped estimates. you can see stock having recovered there. back to you. >> thank you very much. broadcom -- >> broadcom's had a huge run. a lot of talk about broadcom being an acquisition target. be careful here. $47 is where we topped out in the middle of the year.

i'd be inclined to take money off the table tomorrow and see how it trades. this may fade the rest of the day. >> i think the other one is you take money off the table is vmware. listen, it's up a little bit after-hours but they gave bad guidance. they do have their product their virtualization product is not needed as much as it was two, three years ago. >> netflix announcing today it's working on a reboot of the popular "full house" series which will be called "fuller house." it will be produced by john stamos. talks are ongoing with bob saget and the olsen twins. we thought we'd do a reboot of our own show. here's a sneak peek of "faster money" ♪ everywhere you look ♪ ♪ there's a heart ♪ ♪ a hand to hold onto ♪ ♪ everywhere you look ♪

♪ everywhere you go ♪ ♪ >> there's a face of somebody who needs you ♪ ♪ everywhere you look ♪ ♪ everywhere you look ♪ >> can we just replay that? >> i need a copy of that. >> yeah. >> guy, that was from when we did charades during the olympics. >> that was when i was dancing? that's a fantastic -- mike khouw got in there. but i don't think it was properly cast. >> how about the najarian twins playing the olsen twins? that wasn't lost on me. >> let's trade netflix. this is a smart tragedy. they're trying to capitalize on something that had been popular that everybody knows. >> this is where netflix can utilize their reach and growth and platform. i think this is very smart. it's where these guys are dumping a ton of dough into new

content. i am not a buyer of the stock at these levels. but to me i think there's a lot of competition out there and this is way too expensive. >> they've done this before with at arrested development." >> and it's a strategy that worked for them. i go back to e the thought that when hbo came out with their unbundle, that was going to take people from netflix. in fact, it's done the exact opposite. this clearly is a trend. that being said it's broken out here i'd still give it a week or so before i got back in. >> i might be wrong, so i apologize. somebody said you have to look at subgrowth. something we've said for a long time now. you have to stay with the name. >> coming up mark zuckerberg on tomorrow for earnings. we'll tell you why traders bet the stock could take off after the report. back in two.

time and sales data. split second stats. it's so close to the options floor. you'll bust your brain-box. all on thinkorswim. from td ameritrade earnings here it is down after-hours. let's get to mary thompson. >> irobot down 3%. lowers the earnings this year. following first quarter results,

it came ahead of expectations. the company announced the full year earnings between $1.25 to $1.35 a share. company says home robot sales were up slightly this quarter while defense and security division was up 17%. but that bringing down the after-hours. back to you. >> thanks so much. irobot was down more than 3% going into earnings and now tumbling on top of it. >> yeah. so there's probably not a lot of upside in this one. but let's say you're in it and wake up tomorrow morning and it's down more. $30. that's your support level. it's been that way almost all year. use 30 as your stop. >> i have one. >> what? >> robot. >> what's his name? >> did you put your cat on it? does it ride around? >> that's right. >> that's a shark cat chasing a duck. >> i love that shark. >> did you get new floors? >> i like the meow. >> how long have you had a duck

in your apartment? >> shares of -- 1% today. mike khouw is in austin. aka kimmy gibler. >> we did see above average in trading today. they report after the close tomorrow. one of the larger trades we saw was a purchase of under 4400 of the weekly calls and then selling the 87 calls against it. twice as many times. so about 8800 of those were traded. here's an interesting thing. because they spent $2 on the first calls and then sold the others for a dollar they basically laid out no money to make a bullish bet that facebook is going to trade up to about $87 by the end of the week. even if it trades up. but after that those profits are going to be gone. this is a bet on the upside for earnings. but not that much.

we're looking at 5% to 7%. >> thanks for that. check out the live show 5:30 p.m. eastern time on friday. quickly, anybody buying facebook or recommend buy k facebook ahead of earnings tomorrow? >> yeah it was my find trade yesterday. i think it's going to blow through 85 bucks. i don't think it happens this time. i think it goes higher. >> got your first move tomorrow when we come right back. stay tuned.

time for the final trade. around the horn we go. tim seymour. >> i bought yahoo! today. beta to baba and the company is starting to develop at the core. >> you love saying that. >> dupont. i think there's a great bet. it's right on support. 70 bucks. >> despite oil being down over 2% today, you stick with commodities. you buy gsg. >> that full house thing, we've got to replay that. >> i hope so. it was classic. >> nice job, newburgh. >> a few suckers out there sell jack in the box, you're making a mistake. buy it off cmg. >> by the way, big check here.

yahoo! still higher in the session. see you again storm for mor "fast money." meantime "mad money" starts right now. 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 the to make friends. i just want to make you money. my job is to educate and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. tonight i want to take a step back. and talk about the big picture. my ultimate goal on the show is as always is to teach you how to be better at managing your