market is going away, at least temporari temporarily. >> thank you, everybody. that does it for us on "closing bell." "fast money" is coming up in a few moments, melissa, with those comments? >> thank you, kelly\s "fast money" start right now. pete najarian, natesh guy adami and karen finerman. surging iphone sales in china -- apple saying it's going to give back, sitting on almost $200 billion, full our, rossen blatt securities is listening into the call as it gets under way, and we'll bring you the headlines as they break, but first we have headlines of our own. josh lipton just sat down with ceo tim cook. let's get straight to it. josh? >> reporter: as you noted, apple

reporting 233 on 58 billion, the street was at 216 on 56.1 billion, so a beat there on the bottom and the top, just running through the categories, melissa. apple shipping 61.2 million i phones, better than expected, at least the numbers i was seeing. the ipad a bit of a disappointment, 12.6 million, and wanted to see something closer to 14 million. max at 4.6 million, apple saying to expect 46 to 48 billion. also investors were hoping for an update on capital allocation, expanding its capital return program to $200 billion. i did speak down and speak with ceo tim cook. i'll give you some highlights. iphone up as a category 40%, he sid in china up 77%. in the u.s. he said more like 20%, other companies as well,

though, seeing strong growth the average selling price for the iphone, $659. that was about $5 above estimates. as for the ipad, melissa, cook saying he remains very confident in that product. he talked about the innovation going on in the pipeline, of course apple's relationship as it tries to push this product into the enterprise cook say that the company is now generating more cash than it needs. they thought the stock was undervalued. that conference call is starting right now. so i'm going to hop on the call and bring you headlines as they cross. >> we should know on top of a 1.8% moving, there is very little right now, karins, it's easy to point your finger that that was a disappointment. >> they really were, except for maybe the ipad, but that was a

very, very impressive number. this was a really, really good quarter on so many metrics, and yet the stock, you know, i guess expectationshood raced over the last ten days or two weeks to here, you wonder what would it take -- what would have happened had they come in in line? i'm long is the stock, but feel like it's running off steam here. >> guy. >> the stock had a rally. if it closed on friday at 127 and trading 135 now, i think we would be whistling a much different tune. is that fair? >> shur, but rallying into it probably muted some of the reaction. go bad to the fall, the move we saw from 80 to 100, pulled back, plateaued for a couple weeks, next level up to 125, 130, pulled back to the 120 level. i think this quarter, given what they just said about buybacks takes it to 145, 150.

still there's the pattern continue toss repeat itself. >> what are you guys so disappointed about? since they reported in january p when you talk about what's in the stock, all this good news is in the stock here. the options market was implied. that's a little crazy when you think about it, you know, when they just reported a quarter with 56 billion in revenues, and you're telling me that the stock was going to go up somewhere near that. to me, i wouldn't be panicked that the stock -- it's only up a couple dollars, it's hard to push around the stock, market cap, but i guess the one thing i would focus on, highest gross margin since they printed since q3. when you're trying out longer term, you've got from all the double-digit sales and now it looks like mid to high single digits.

i know x cap is much cheaper, probably starting to look maybe fully valued. >> margin tailwinds with them, right? they're doing well right now. the watch supposedly will have an even higher margin. >> the $61 million, everybody had raised and raised, and still beat it. you look at the revenues. they beat those by a significant amount as well. what stood out to me was china. those numbers were massive. >> up 72%. >> that's the thing i think that stands out. to guy's point if they came in line, i think they would have moved this stock off. certains the end of february. people needed this, dan t. they had to see big numbers. they got them. now -- what they have done as far as financially, the financials are unbelievable.

let's say i miss this had whole rally. what do you do at this point? do you say go ahead and step in? >> i would say no, but i'm curious, pete, in a day like today, we have millions of options trading. what happens tomorrow. >> they kill them. they absolutely will squash them. the front month weekly options, actually went from about a 5% at noon today, i did the noon show. about 5% move, all the way up to about 7%. we're moving about a 1 mountain 5%. that volatility will come down. >> does that tell you anything about the underlying stock? >> i would say that weekly option paper, that will become a churning point. i think the stock will probably get volatile at times, and then we're going to find out exactly the direction of the stock. >> back to my question, i missed the rally in apple. >> you've got to start somewhere. if you're always waiting for an

event to take it lower, you can play that game adinfinitum. if apple is a name we've been waiting on, you've got to start where. some percentage of what you want to get on, at least you're in the game. to answer your question -- >> it's a considerable machine and the ipad numbers which were negative, that's because of the iphone 6-plus. let bring in bridening blare who's listening in on the call for the fast analysis here. put down that red phone for now. we're seven minutes into the conference call. >> so far they have spent time talking about the growth of iphone. the big things that stood out is they're seeing more switchers than ever. now they're spending a little bit of time talking about acquisition and appear 8 pay.

>> such as? >> they've made 27 acquisitions in the last six quarters. some of those are bigger, like obviously beats, but smaller acquisitions, which actually don't make it into the news, maybe sub-$20 million. i was surprised to hear that, 27 in the last six quarters. >> should we care at all about the weakness in the ipad numbers? >> no, because it's a continuation of the trend we saw last year. throughout the -- this is a continuation of that. one of the things that's important to remember is the iphone 6-plus it's so large it's c cannibalizing the mini ipad sales. >> i would like to see how they're going to keep iphone growing. the back half of the year

they're going to run into tough comps. is it possible to beat that? is it possible to grow into a lot where they have a lot of tough competition from companies like samsung. so that's my big question, can iphone unit continue to grow, or did we see peak iphone. >> thanks a lot, brian blare on set for the entire hour on that conference call. kar karen. >> it makes me wonder about -- why are you laughing? >> because i think they're eating their lunch. >> there's a big point to be made here. >> the upgrade cycle, this was the first really big phone they had. they were at 3.5-inch phones or 4 inches for the most part. now 4.7 or 5.5. >> it's going to face very difficult costs. that's why i think these sold

74.5 last quarter, because they are taking people from these larger phones that have been out there for years. >> as we mentioned, on the back of these very strong earnings, apple shares hit a new record. let's look at how the qs are trading, no surprise, trading slightly higher here. coming up next, think $1 trillion is a limit? the math that apple could soar well above that apple plus the stocks moves off apple's earnings. it wasn't just apple grabbing traders' attention, tesla moves higher. the stock is positive on the year. why the run could just be starting dennis gart nan is riled up on a stock that says to buy stocks. he'll explain when "fast money"

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police have been clashing with aggressive young people.

here's what we know. seven police officers have been injured, including one who is unresponsive. there was a police car caught on fire outside a pharmacy, a cvs that was also looted. the white house is monitoring the situation. police tell us they will maintain the safety with the means that are appropriate. that could include tear gas as well as pepper balls. again, violence is escalating in baltimore. police trying to maintain the safety of the community. this does follow the funeral today of freddie gray, who was the individual who passed away after a spinal court injury in police custody. >> thank you, courtney senior analyst romitshah. that hasn't necessarily played

out in the past. are there winners in your view off this very big quarter? >> yes, hi, melissa. yeah, we think they were. we like avago and broadcom. i think the viewers of the show to keep in mind, though is while apple is selling a lot of i phones, the overall smartphone market isn't growing much. most of the chip suppliers into apple also happen to sell into samsung, lg and others, and so if you're looking to buy chip names associated with apple, you have to make sure there's more to the story there. >> is there also a headwind because samsung is moving more towards internally developed parts -- >> it's a headwind for qualcomm, certainly.

chips overall have not been trading too well. -- can you own these names? >> you're right, they are underperforming. i think year to date versus the nasdaq, that's not a great sign, many would argument that semis actually tend to lead tech. coming off an earnings season for semis, you know, that broadly speaking wasn't that positive. you know, last thing i mentioned is semis typically don't trade that well into the summer, this whole idea of sewing in may and going in may has good for the spay. romit shah, thank you.

>> if specifically you're talking apple, serious logic. if you look at that strayed i think there are other trades off of it, and why go right to the telecoms, china mobile. >> up 70% year on year -- like it inchao china mobile? >> for a long time. >> broadcom actually had a beat and raise. also jux that pose that to texas instruments, which doesn't sell a whole heck of a lot. it god murdered last week, with a disappointing quarter. here's a company you would not expect to be this disappointed, down 7%, so i actually do not like the semispace. i do not like intel. i have an options position for a

setup of rezest. >> to dan's point, real quick, the level he pointed out, the top he made, traded up to it seemingly it failed. how do you trade the stock? i think hear you wait for a pullback or 44 or bride the breakout to 47 still ahead, amazon and netflix hitting new highs this year. today tesla stealing the spotlight. could tesla be the next cult stock about to hit new time highs? bristol-myers, merck and pfizer, what investors will want to hear and how you can profit, ahead on fast

the container store, shares are dropping sharply after reporting results that missed on the top and bottom line, so profit and sales misses. the storage organization retailer blames the miss among other things on weather and a stronger uss dollar. same-store sales came in about 0.8 of a percent low er despite beating wall street estimates, this adds on to losses we saw earlier in the regular cease. the stock has been on a big run. so you can see a nice run. back over to you, melissa tesla topping the tape today

say saying that the new battery could boost shares by another $100. that was a common theme. the credit suisse note also said that would increase the total addressable mark. they could be reaching new buyers now with these improvements. which is a big deal. technically, the stock has done everything you've wanted especially i think it was march 16th, traded down to 180, the previous made low, bounced off that level. closed higher on the day. we talked about it on the show. now -- it did it in spades today. how do you trade the stock from here you get long the stock as sort of your support level.

as 225 i think a lot of people were trading the stock wrong. >> kudos to you. . has a 290 targets with it, i think you can own it here. i tell you now, the stock is up 30 bucks. but i wasn't shorting it, either. we knew there were two identifiable events. this stock hose sold off on news. we know that elon musk owns 30% of the shares outstade are standing. this is a good old-fashioned short squeeze here.

i'll tell you. if you want to back this out, 200 looks like a mass elf neckline. you might have gotten the move, but i don't think you step in here and buy it. >> so let's say you're right, you step in on the sell-off, on the news. >> back to 200? yeah. >> knowing there will be -- >> but we also know that could be pushed out. these batteries will not just produce themselves, so to make $100 in your stock, you have to invest in a plant. we know they'll do this gigafactory. it's not as ease easy here, people. now it's getting a little overbought. >> i think dan breaks out in terms of the fundamental points, he makes great point, but i don't think the risk/reward is -- pete talked about 220, 225, if it breaks, you're out.

you've got to be consistency. >> if it gets back down to 200, it will go lower. >> if it gets back down to 200, i don't think that's where it's stopping. i think the stock is accelerating higher. >> do you think it matters what they report? >> not necessarily. it's been that way for a while, though. >> we have the credit suisse analyst who made that call today on thursday's show. biotech killed, logging the worth day since the end of december. what do you think is behind the move? >> i don't know. this is a pretty bad move to the down side. i think there was some fear of froth in the space. we had the big sell-off, rallies all back and past that for some of these. i think you had some bad news, the teva, mylan situation, cella

did not on, but sort of a cautionary tale about what can happen if you get one of those failed trials, which is what i'm afraid of. i wouldn't sell any right here. we own all of them, though i don't like the action on this kind of move. it's scary. >> it was obviously a lousy day. i'm of the belief that the etf drives the individual stocks. people talk about biotech, you know, if you had labeled amgen, and people and i talk about it, you look at it much differently. frankly it trades a lot cheaper. we had the amgen recorder was ridiculous, outrageous, and i think today's move is just somebody or a group of people blowing out of the etf, no news on the individual names. >> the sell-off in ivb and biotechs as a whole and what we saw as underperformance, is that related?

is it a move away from risk in this market? >> i don't know i would say it's totally like that. if you go back to biotech itself, you have to look at that and say you can't afford to miss right now. what i miss by mean by that is bioagain. big-cap biotechs have been -- to jump back up again, i think you can say that about a lot of various names. i think there's some rotation, people have been talking about this all year. we've been talking rotation, rotation, different areas of the marketplace. remember, this particular biotech that you mentioned earlier, small-cap biotech, nothing on the market, those things, when the clinical trial fails, wow, look out below. >> apple is trading higher. after the break, a mind-blowing stat, and what that move could mean for the nasdaq rally. the appear 8 call is under way. find out what tim cook had to stay.

morgan stanley says now is the time to buy u.s. stocks, but dennis garmin strongly disagrees. why he's looking anywhere but the u.s. for his best opportunities. that 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... or not. but you know the difference. e*trade's bar code scanner. shorten the distance between intuition and action. e*trade opportunity is everywhere.

apple's earnings call halfway through. josh? >> well, melissa, apple's ceo tim cook started the call by taking a victory lap for the company, knowing that apple has already done $132 billion in revenue in the first half of the years. cook also talking about the changes made to apple's capital return policy. take a listen to that. >> we're in the very fort position of generating more cash than we need to run or big and keep making these important investments. so today we're announcing another significant update to our capital return program, expanding its size to $200 billion through march of 2017 to reflect our strong confidence in what lies ahead for apple. >> cook also talking, melissa, about some of the new products

available. he called the new mac book the future of the laptop. about the watch he said the responsibility has been overwhelmingly positive, and over 3500 apps are available for that device. back to you. >> thank you so much, josh lipton. let's get back to brian blair who has been listens in, too. what do you think you have been to do tomorrow morning in terms of what you're going to tell clients. we're going to focus on the iphone. the whole story really is about iphone. i think what i will focus on is the -- what i think the project will be for the june quarter. that is again what will carry the quarter. the watch is good to talk about. it's good to talk about apple pay and some of these other initiatives. at the end of the day the it will trade -- my commentary will focus on that. we provided a lot of clues about the strength of that.

at josh mentioned, we're seeing a lot of first-time buyers, a lot of switchers. 245z going to determine whether whether apple goes to 150, 16 or trades south. >> i wonder what somebody like carl icahn or green light does. i don't know. i'm sort of afraid -- i sort of struggle to see how they get the next big -- >> like higher? >> i know. >> the next buyer -- carl has talked about this being a trillion dollar company in market cap. i don't know. i think it opens up that much more. i don't necessarily what you're implying. do you take it off now? >> brian quickly, in temples of -- i don't know if the q&a has started, about you what sort of atmosphere is it? i'm wondering what the skepticism is on wall street. >> i think the skepticism is the stock has run considerably this

last quarter. it had an incredible run. these numbers are good, but a lot of that has been baked in from $105 to $132. i think that's what people will have to assess tomorrow, what happens from here? one of the reasons the stock performed so well last year is expectations were relatively low. right now expectations are high, apple is beating them, but we need to see up side for the stock to continue to perform. meantime, think apple is too big? check this out. courtesy of howard silverblatt right now, at one point they all hovered around 5% in a 1985 ibm made up more than 6%. if apple ever got that large, that would imply a market gap of

$1.3 trillion. so is this good news for the flags dab, essentially as we are hovering around record highs. >> are you say if it got there -- >> yeah. >> all right. if you want to make the bet that if it got there, that would be good for the nasdaq, you want to make that bet? just buy apple, because you're not getting the other unique risks around it. >> there was a storied yed saying there was $12 billion of outflowing, $3 billion so far this year. why own the qqq when apple has made of 15% of t you know they're buying back their own stock. i don't know why you would add -- apple has the to trade on its own. i would probably even apple over the market. >> people talk about the large numbers. >> yes. >> but it's used incorrectly.

that talks about experimentation over a period of time. when people say that, i think they're saying it just to say it. can it go there? i have no idea, but this quarterbacks up everything pete has been saying for a while. i've been trying to trade it. i think the stock is making the next leg higher. >> the context is not just apple blowing out earnings. so what does this mean here? >> i think you can, and i think that's not where i would go, but if you don't want to be specific, i would like at xlk. >> apple is bigger than the xlk. >> but now you're getting the names you problem want. if you want to be that focused, which quite honestly, i like

individual names, but if i'm going to go for an etf, i would go to xlk. >> we haven't even talk about the foreign exchange, dollar. apple had a massive grade seedle. if the dollar stays here this could be a headwinter if your growth is going to be coming from overseas, it's going to hurd. speaking the tales the mart house, saying knolls is the time to buy u.s. stocks. stocks there get a buy from a u.s. improving xhodie. >> is there better places in the world it put your mean?

>> why is adam wrong. >> for the several reason we are out of the adjusted -- that tells us we are done with qe the ecb is all in. the bank of england is in for qe. i think as loren as that's continue okay, our markets are likely to continue to underperform. money is being created abroad. money is going to be created abroad for a long period of time going forward. it will find its way into it is equity markets. our economy is doing fine, but economic activity and stock prices don't always move in the same direction and they are all in for quantitative easing. they're going to be doing that for a long period of time. so buy them, sell us, that doesn't necessarily mean you get out of equities here in the united states, but it does mean

they're going to outperform. i think acting like a hedge fund, buying europe, buying china, buying japan, selling the united states, being as market neutral as one can will probably be the better way to trade. >> when you talk about being as market neutral as possible, would you along to hedge the euro against that? you want to own the etfs, absolutely, karen. no question. >> dennis, i'm curious. we have seen a massive rally in shanghai as well as hong kong. we have this report that the ppoc is going to consider buyic local government bonds. will that have the same exact impact? we saw the impact here because people wanted to trade with the fed and wanted to buy those bonds as well. will we see the same impact as in china? >> you probably should. marty said it properly long

before he died -- don't fight the fed. in this instance, you don't want to fight the pcob you don't want to fight the ecb. so don't fight them. go with them. at the modern will be created. it's not going to find its way into the economies right away. i know it's very hard to buy china after it's up as almost ballistically as in the past several days, but be prepared two weeks from now, three weeks from now, when you see the inevitable correction, the inevitable correction in the european stock markets relative to buy theirs and sell ours. be prepared to do that. >> dennis, thank you coming up u. drugs and money. tomorrow we get results from merck, bristol-myers, meg tirrell will be here with a

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we have an update on the continuing violence as police -- there have been a number of businesses looted, according to police, a police car set on fire, another police car badly damaged, stones, bottles, rocks, bricks, all thrown at police. seven officers have been injured, one is unconscious, or at least unresponsive as of some time ago, as police continue to try to control what is going on there. we have heard from pastor jamal bryant, who is the pastor that glifrd the eulogy at freddie gray's funeral. here's what he had to say. >> this does not represent the gray family, nor does it represent the last seven days of peaceful protests. so we're asking all of those who are participating to go back tomorrow. tomorrow we start afresh and anew and remain focused on justice for this family.

>> baltimore police say they will do what they have to keep the community safe, as we continue to monitor the developing situation in baltimore. courtney, thank you. meg tirrell has the details. >> analysts looking for about 3.8 billion in revenues, but the thing they are watching is for any update on a immune therapy drug. they'll be looking for anything about the launch of that drug, about development in combination with other immunotherapies. moving on to merck, a similar focus there. they're competing for these patients with melanoma and lung

cancer. just at 5:00 today, the company put out a big press about a cardio safety trial, and that brought the stock up, so rare good news today on such a tough name for biotech. moving on to fizers. people looking for revenue of 10.7 billion eps, we'll be listens for any updates on 2015 guidance. also any effect of foreign exchange as pfizer gets more than half its revenues from outside the united states. finally, looking for an update on the launch of breast cancer drug, and folks expect to be a really huge launch for pfizer. a lot of cancer drugs from these big pharma companies meg tirrell, thanks so much.

>> i own all three and i don't even bat an eye. >> you donnell trade them, long term? >> yes. >> meaning lie regular people's -- >> yes. >> not tuesday? >> yes, many years. >> karen, you're in pfizer? we're in pfizer. we've been in it for maybe six months or so. we like them going back to conversions. the valuation is attractive, so we also are going to be long-term holders here. >> pete just talking about bmy. if they say anything in line, this stock trades -- they will sell this stock off. we've seen it before you buy the dip, because i think the stock will push towards the $80 level. >> all right. time for pops and drops, big movers of the day. guy. >> nelson pelts made noise about a month or so ago, traded all

the way back to 70. go aheadup today, you twak a plant now from the long side, guess the recent low. >> applied materials down 8%. >> a huge move today. they scrapped the deal. this is something that's been in the work for a year and a half. investors were expecting big, big costs here. on relative to its growth, it's starting to look attractive. >> karen? >> generally not a great day to retail. there was an article about a new yoga company, yoga smoga? >> very catchy. >> i know that gap has a big push. i like gap. i think it's attractively priced here, whatever it's called, i'm sorry that's wrong, notwithstanding drop for virgin american, do

you 7%. >> got a crt downgrade all the way down to a sell. the stock has breaking down. i actually think down at these levels, near $30 a share, i think you can finally buy this name, but it's been a very ugly right coming up, what will be the key to twitter's earnings? why traders are betting on double-deciding move in the stock, right after this break. a dentist appointment when my teeth are ready? ♪ can it tell the doctor how long you have to wear this thing? ♪ can it tell the flight attendant 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?

twitter is set to report earnings tomorrow, traders see huge moves coming. dan has more. >> the options market is talking about an 11% one-day move on wednesday, shy of the five quarter average, which has been about 16%. that's how much this stock has moved. when you think about that, it's kind of crazy for a company that's actually disappointed a whole heck of a lot on certain metrics, you know, there was a trade today that kind of caught my eye, with the stock up 45%. up to may expiration, bought about 2,000 of the may 39 1/2 puts for a dime. not a lot of premium, but when you think about it breaking evening in the next couple weeks, it seems a bit like a

lotto ticket. the options market is only pricing about a 5% -- that's generally not how you want to trade options, but you think about it, here's the chart since the ipo. this $50 level, basing really a really important support level going back to the ipo. when you think about it here, this is the implied move on the up side, which was the prior high. this is the gap level from last quarter's earnings, where the implied move would be on the down side here. so options traders are expecting a very big move here. i'm considering replacing my long stock into this potentially volume tiff with call or call spreads pete, quickly on twitter, he called it right when he upgraded the stock. when the stock was 30 and change, so now downgrading it. >> i think it's somebody who is very disciplined. not necessarily negative on

the -- maybe there's a pause here. >> i totally agree still ahead, apple moving higher, a final check of the stock as the conference call gets wraedy to wrap. stay tuned. here at td ameritrade, they work hard. wow, that was random. random? no it's all about understanding patterns like the mail guy at 3:12 every day or jerry, getting dumped every third tuesday. this happens every third tuesday. we have pattern recognition technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. for all the confidence you need. td ameritrade. you got this.

welcome back to "fast money." on apple's conference call, we knew apple wouldn't break out revenue or units shipped, but the cfo noting that the apple watch margins will be lower than the company average, so more insight at least no analyst investors about the new wearable. melissa, back to you a final word on apple from brian blair, and of course in the afterhours session, you're talking about people going into tomorrow what's yao take? >> i this i it's going to keep

working. i like what they said about china. tim cook spent a lot of time about the opportunity in china. revenue growth in that country, and i think there's going to be tremendous, you know, runway for the balance of the year in china, in emerging markets with the iphone, and the watch could add some gravy. >> so you think it's a buy even at record highs? >> i do. >> thank you, brian time for the final trade. >> he mentioned china in twice there. china unikom will get you dom. go aheadup. >> i think you take profits here. >> i've got my eye on mylan. it was very funny today, the letter mylan to testifia, with what a pleasure to meet you, and then called it dysfunctional and that they were doing a much better job. i'm going to buy some. >> harley-davidson, hog.

>> reported a week and, it's a buy. that's exactly what happened, going higher i'm melissa lee. thanks for watching. meantime, do not go anywhere. "mad money" with jim cramer starts right now. \s my mission is simple -- to make you money. i'm here to level the playing field for all the investors. there's always a bull market somewhere, and i promise to help you find it "mad money" starts now. ♪ ♪ hey, i'm kramer. welcome to a special "mad money" from one market, cnbc's new home in the heart of san francisco. other people want to make friends, i'm just trying to make you a little money. my j