as always, kayla, thank you, preshl it. "fast money" is coming up in moernlgs melissa lee what's on tap? >> i want to know what ari gold has against jeremy piven? we have suntrust, ahead of that earnings disaster. we got him on. >> very closely watched move that one. can't way. over to you guys. "fast money" starts right now. overlooking new york city's time's square, i'm melissa lee. tim seymour, dana jerrian, steve grass so, why stocks will go 1 trillion sooner than you think. >> that analyst will join us in our call of the dauda. first, while are you worried about the late-day, the next great trade could be taking place as we speak. an under cover rally, morgan stanley, goldman sachs helping to push the broker dealer a new

52-week high at the session. could banks be your best bet? you have been on this trend a while. >> i have been on it. i think goldman sachs pushed against it today. now eventually it will get through there. the first, fourth time, fifth time, whatever it might be. morgan stanley as well moving to the upside. you look at these financials, go down a little further. look at the t.d. aper trades of the world the schwab reacting to the upside, pushing back up to that 230 levels. >> we haven't seen them in a long time. >> we talked about it in our lines in the sand show the 225 and ten year, it's an important level. people trading this know that the trade experience the 200-day moving average, in other words, in a rally mode, it's telling you how quickly, a break through essentially and if you look at the trend on race, i would say

that is where we are going. it's very difficult for me to go beyond 3% on the 30 year. back to banks, what's interesting, to know, if you were scared about higher rates it's not going to be good for a core part of the bank business. i know they talk about internet margins. few think that rates are as sensitive to the consumer and to borrowing and to mortgages, you should be a lot more worried about banks. i'm not. to say that today that oh my goodness, rates are going higher, the yield curve is steepening. >> you will go down? >> i think the first gut reaction is people will be trading these stocks differently. i don't think the bank's businesses will change on 40 basis points. >> i think he is right. when you think of the money centers, look at city and banc of america, j.p. morgan is obviously a different animal here. if i were to go for the banks. if that's the trade you want to be in after a knee-jerk reaction, i would look at a bank

america that actually had the worst set of results, citigroup not that far behind them. that's probably where you will get your beta, when you look at j.p. morgan, it was making new multi-year highs. i know it's not always a fantastic strategy to go after the losers the lagers, there is a lot in banc of america. >> in case year-to-date and 12 months doubled that of the s&p 500. we seen a big huge already. >> j. pvenlt morgan up 11%. banc of america i'm long 8-and-a-half percent. pete mentioned the wealth center banks, charles schwab, e-trade, e-trade is where you get the largest torque. we haven't really seen anything yet. >> will you worried that the trade you seen in fvents,ier to

month is anticipating the rise. >> some of the following reaction. in terms of mother-in-law rates, if we start to move higher in these mother-in-law rates, will folks then feel that panic like, hey, look, i missed the bottom, now i got to close it. now i got to do that. >> i seen that so many of these moments in the last five years. it seems like the housing markets have been just that. >> the better jobs market. >> better wage group. if you want to get back to money, the banks, the economy is better. why else are they going higher? is there an unwind market positioning? ultimately, citi had a better economy for the consumer. it's the cheapest. >> ayear yield was lower and the

yield was lower. i don't actually figure this impending crash in stocks because rates are going higher. i think it really happens probably you have a correction when the fed is on the one-inch line of raising rates. >> let's move onto the other big story of the day. >> that would be oil prices dipping today t. move comes amid of a report opec predicts it will stay below $100 bucks a barrel and could be as low as $40 in 2025. despite predictions, now is the time to buy fruit. didn't nit gartman is a publisher of the "gartman letter. kwpts dennis, great to see you. >> always good to be tooen seen. >> we look at the world outlook reports. in 2012, opec prices hit $120 a barrel by 2025. in 2013, opec said oil would

avera per barrel. >> i think you have to take opec's consideration with a great grain of salt. i'm a little concerned here that last week i wanted to sell crude oil short because if we had seen quite a rally. it was already drilled but not yet been on screen. yet what bothered me about the crude market is a term structure. i pay critical attention to the term structure i think a break in crude oil, we should have seen the carrying charges wideing. it actually didn't do that. that bothered me grately. then an interesting report came out over the weekend by a fella

i think is the best analyst. he changed his mind because he thinks that the i ea has overestimated the amount of production of crude here in the united states. he spent a lot of time talking about the fact that it didn't widen. so for a first time in a while, i'm actually, modestly, very modestly pullish. the only way i'm doing is it is bying the b.c. month, we'll see if that happens in the next several days. if we are actually over the amount of united nations by many barrels a day. the lack of contango seems to argue in that case. maybe it's time to have a continuation of the rally? do i pay much attention to the opec numbers or prediction, they have been terribly wrong in the past. they may be terribly wrong in

the future. >> does the consolidation we sound change your view as all? does that think that maybe that is supportive of wti at this point? >> yeah, i think the purchase by noble. and those are very smart people. when noble came in and bought rosetta. >> that is clearly a statement by very bright people they think the market is going to be stronger, trade will increase. i'm not sure prices will go higher. certainly that is not an indictment of the crude oil market. those are very small people at noble. >> good to see you, dennis gartman of the "gartman letter." long for a first time in a long time. >> it's the first of what we call aggressive or wherever you want to say. it's not defensive m nas like you can argue. i would say if you look at what's going on, we talk about people getting mother-in-law, now it's going higher, i think

you will sigh a lot of people go, you know what, i think that's what dennis is saying that i believe. m na accretive m na is very much in play here. >> that's great on a stock specific angle. the biggest take away is official couldn't rally. when you look at the type of action you should see a crude rally. it seems to me crude is hitting a wall right here make it's leveling out. it seems like it should have the ability and it did not. >> putting these two points together, all of the potential m na targets none of those rallies, you asked and asked the targets. i don't know what else, they couldn't catch a bid. you would have think they could have caught a bid today. >> they seemed to be lost on anybody is the airline. when oil goes up and the

airlines sell off, i think that's a great opportunity. the reason i say that is look back when oil was creating oil, airlines were making a lot. it's all really more about the downside. i think it was downside pushes are going to be. >> the same ones? >> delta, american, you fitted. all the biggy, jet blue as well. >> a nice run on that one. coming up, did we just witness the death of traditional television? we have a special report on where the ad dollars are going right now. the names profiting from the carnage. plus a new search figure for goggle. later given stocks are in the dumps, but that could be your contaxpayerian indicator to buy stocks. it could mean money ahead in your pock on ""fast money.""

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currency rate is a matter of public and namesake stores. stocks down % year-to-date. as you can see down 24%. back to you, melissa. >> thank you. this week we will see flood of retail earnings. i know you are in another one. >> these off brand discounters, you can throw ross stores into the equation. you talk about the sales breathe. they can't to both be extremely strong. >> i tell you, those gap number, we had stable comps three weeks ago. old navy i think driving gap. gap set the bar very low. i think 39 is a pretty good level. >> kicking off for top trade tonight and the first time ever, apple officially coming in as

the number one. this is overall sell iing by 4%. >> i think it's about bland and ico system. now they got the larger fault, they all talk about where is this going to benefit the most? obviously, it's china, this is impressive the numbers they are putting up. i think they've just scratched the surface. you look at the china numbers, you look at china unicom. there is so much more left. >> it is amazing in relationship with samsung who at one point apple or samsung owned it. >> i think they own the bottom end of the moment. >> that is where samsung was reiting apple's lunch. apple never game in to the pressure and kept margins where they are. it's the number one for three months now.

in the refresh it's been all about china. the urban population owns an iphone. this is a driver. i stillty when you look at the comps for the corner. getting back to 7 million iphones, it pulls back to 69 on the stock. >> you like it? >> coin mobile to me is the beast. at this time one i own, it's a 4.5% dividend yield. it's pulled back. >> everyone tries to circle the apple. you figure out why do i need to buy apple? you wind up year-to-date 14%. everyone starts worrying about large numbers at this point. >> they tell you to shut up. it was you back stage. fine. i think at this point if you shut up, hold your nose by apple. >> are you in or out of the wagon circle? >> all of the dos, china is great. it will continue to be great.

these guys stay in the store, flat lining here. the market cap, two years. you have a $6750 market cap company doing everything it is supposed to. it is trading okay. to me, i think you guys are right. stay if it. >> on next up, rw baird upgrading with caterpillar. the potential bottom in commodities. both stocks rallying on the back of that call. >> it's really interesting here. cat has done a lot of engineering to keep those earnings. it's stable. so if these guys are right on the commodity cycles here, you have a stock that's very levered, 55% of the exposure outside of the u.s. if they get it right, stocks have been down in the dumps. it had a hand him in the '80s.

at some point it will be back above 100. >> staggering growth up 28% in free port. >> look at the price, i'd like to see copper hold 290 a pound t. basics in commodity. oil price, i started a rally. china cut rights i rates right now. to me on some level woe know it's weak. we know this is a time to be buying commodities. >> it's a floor. >> sentiment couldn't be worse. they priced a lot of china demand to almost zero. iron ore stocks is the place to hit now. next up, netflix streaming giant is real reason behind the decline of traditional tv viewing, which is having a significant impact on ad dollars. julia. >> melissa, the spike if digital

viewing is expected to hit tv ad dollars hard. some $20 billion are up for grabs, declining tv viewing is fibb finally impacting viewing. it's up 5% less according to magnum global. tv viewing has fallen 9% this season. they say net flicks is responsible for over 40% of a viewing decline in the first quarter. the most recent round of earnings, with cbs was the only bullish media giant, projecting higher volume and prices. they say the other networks do quote just fine and fox is expected to struggle with pricing, in the face of ratings declines among younger viewers in the end with "american idol". they announced they will stream

clips on aol as it looks to make an investment in digital as part of combining those digital ad sales. netflix with its stock up 70% is expected to benefit some consumers to digital streaming. it's subscriber numbers now over 62 million world wide speak to the competition it is posing. melissa. >> all right. thank you very much. >> so you love netflix. everyone seems to love netflix. >> the product or the stock? >> thank you, keep me honest there. i have been bullish on 412 of so i've missed this move up. this is shocking for me. for me, i'd rather be in a name disney if i'm talking content versus netflix at this point because if the market turns around, this will be the most

susceptible to a huge sell-off. >> they have more content more so than any other year in their history. >> i think they're getting enormous amount of credit for that. when iary about this i want to get to the advertisers, it's all about facebook and google. they're not getting credit. they are taking market share, i think googt is the one that gets no credit for, i think they can be bigger at that point. that's electric. >> you hear about 65 billion dollar deal they are at the forefront. before this is all sid and done, why wouldn't it happen? i'm not a fan up here. the level to buy it 500. it comes back to that breakout level. >> i would say disney the content they own, that is huge.

that's something that never comes back. >> all right, coming up, the battle for your click, facebook, a serious cause of concern for google. the details after the break. later, an internet stock on the verge of a serious move higher. our call of the day. that's ahead on "fast." what if there were only one kind of dog? then it would be easy to know everything about that one breed. but in fact, there are over three hundred breeds of dogs.

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sample size or make other mod informations, trading off. >> is there an issue concerning actions last week. should they have updated investors at that point? >> i think it depends within they got the information back from their advisory board. they may not have had it last week. they get it and process it as quickly as possible making the update then. >> thank you very much. we talk about biotech a lot in the ibb. >> i recommend ibbment if you play this, this could be an example of why you don't want individual names. you are up in ibb. you get your amgen and biogen. your cellgene, everything you want to be exposed to. you don't get exposed to a 40% drop after hours. >> gilead popped over.

that's the one generation as opposed to amgen and the claims is they have so dependent, look at what brings this down. off this news. >> facebook is taking on google. the company confirming it is starteding to test out and in app search engine to make it easier for users. what could this mean for search team google? do we think pins and needles? >> i definitely think we will. when you consider how much searches, yeah, they're doing it in video, too. they are right up on google's heels here. so i'm not particularly negative on google whatsoever. i'm bullishly positioned in the near term. what if people get upset about facebook spending. every time we have an analyst on that's bullish. they get excited. they have this currency. they have gone out and have mobile messaging. they should be. the only problem i have right now is the stock report is down

about 1% from those gap highs after earnings. it kind of feels like it's lost momentum. >> is it only an issue if google is actually losing a search to facebook or twitter to that matter. >> in conjunction, it's not an impact. >> i think google's had a small bit of search. when i look at the value again, i think when i look at google versus facebook, i look at the google ad mark, the same thing we did in the last block. these guys are so well positioned. google offers a lot more value here, a lot moreup side. on the stocks, too, it's stocks that people don't have credit right now. there are so many undervalued youtube. it's google a plus. >> this is so early in the facebook search process here. i don't know how much of that search is going to be internal to facebook. i don't think you look where your grandmother posted on the facebook line that is something.

>> it's kind of what we talked about with twitter in the real time search. if you are in that app, you can find what you are looking for in this app, you don't have to go external. >> i guess after twitter, it's a news event happening. >> you can twitter that. >> i think no bun u one is going to facebook. >> now they don't have to leave. >> that's what you are doing. >> it's a huge reach. i'm more nervous about google for a bunch of other reasons. it got the engagement. that's what they're looking for. >> after the break, crash tests google, why the tech giant may be hitting the brakes on the front driving star. cisco getting earnings on wednesday, a massive move on the back of that report. that's ahead. ♪

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o. >> coming up in the second half of "fast money" will lightning strike twice in this time you got a site set on a different internet stop, which he says is screaming ahead of its earnings. he'll explain why.

from 3d printing, we are breaking down today's action. and later, quarterly results on wednesday, some traders are betting on a big move on earnings. we will tell you who you the pros are tradeling it. first, our next guest says we are expecting a breakout. not for the reasons you would think analyst ari wall. what are you looking at here? >> we think you have to buy stocks here, year expecting a breakout. we are seeing trends as investors are selling safety. this is a good thing. let's start with the s&p 500. let's talk levels he has continued to have problems with this 2120 resistance. the trend is higher, though, you can see the rising 200 moving day average t. main reason why we think we ultimately get the breakout is relatively traditionally defensive stock are underperforming the market. this is a good thing.

let's look at three traditional biggest stocks in the sector. traditional safety stocks. the first is wal-mart. we see relative s&p 500. new relative low. we think it continues to underperform. next one, procter & gamble. long term downtrends, low continues to under perform. the list doesn't stop there. coca-cola another one. investors are selling safety. you see this in an impact bull market cycle. s&p 500 going higher. buy stocks. >> what specifically are you saying you should buy, yes, stocks in general? will they take over the helm of leadership here? >> technology is a sector we continue to really like stocks, like master card, whether it's a tech stock, but even the financial sector as well. j.p. morgan out to a 15-year high. the right leadership is taking the market higher. >> ari, what do you do with the russell?

if you look at the index it's struggling here. with rates going higher. a lot of people say it will be in trouble. maybe you agree but how do you fit that into your overall mosaic? >> as we look at the russell 2,000. it had a major setback to support. i think that breakout in fact this is not the type of behavior you see with the russell turning off new absolute highs. we like both big and sainte-paul caps. this is a very big region. small caps, we're not seeing that right now. >> ari, back to the large caps. maybe you mentioned selling the safety. they're big components of the s&p 500. can it make a meaningful breakout above 2120 without these massive components? to me that's one of the reasons why we have been churning in this 100 point range. a lot of these names have a lot of head winds. >> what we seen are these relative rotation, one area

takes a back seat. they actually are moving sideways and under reporting a rising equity market but there are plenty big cap names that continue to act a lot better. apple, a big part of the s&p 500 coming off the new all time highs, so it's a little mixed here. that's a sign of a healthy bull market. >> ari wall, thank you. steve. >> his levels were a little wider. i'd go back to the 100 day moving average. so if you see a break below that i think the market is probably setting itself up for a much bicker failure. i'm not as opt mick as he is at this point because i do think we argue for that correction. the fact that we could not break to a new high and we keep brooching that level, the resistance level. >> got a news alert on the put a, mary thompson in the newsroom, mary. >> finally discipline being sent down from the nfl on the

degreatgate scandal. tom brady the super bowl mvp next year will be suspended without pay the first four games of the regular season. as far as the put as go, the nfl says the team will pay a $1 million fine and for forfeit the fourth round selection in the draft and first round selection in the 2016 drought. in addition, two pouts employees involved in deflategate, they will be suspended indefinitely. in a statement the company nfl vice president of operations troy vincent is saying it is impossible to say whether this activity had an effect on the outcome of the games, but there is little question it was not affected. again the nfl saying they took into consideration part that the put a versus had in the past

including 2017 being a part of the rivals again. tom brady will be suspended without pay for the first four games and again the put as will pay a $1 million fine in 2016, mel wlis a, back to you. >> pete nigerian, was this serious enough. >> yes, i think troy vincent took what he needed to do here and roger goodell was patting him on the back. unfortunately, they cannot lose what they got in the nfl. they have been tarnished already from last year. when you look at what's going on here, financially, this hits tom brady, that's incredible. you lose a 1st round draft pick. these are very stiff. this is exactly, however, let's all remember one thing. i don't think this deflated ball affected anything, the second half of the put as game, it became in question, tom had a much better second half than the first half.

he had to use legitimate pressure. this is what the nfl las to do. they have to make sure teams do not make this more tarnished than it is. >> a pop for stratysis up 1%. >> fairly prophetic. they reported this morning. it wasn't worse than let's say they reported last week. this thing is probably going to overshoot on the downside. if you are a bottom fischer and you look at that shortage, you kind of have to define your risk. ultimate ultimately, you have to define your risk. >> stocks are having a great year, up roughly 15% year-to-date. i think competition will be steep going forward. i would lock profits there. >> xc down 8%. pete. >> analysts are questions whether all the products on the site are legitimate stock hit

new lows. this is well off the lhighs. i think it will be difficult to get over. >> this is not because management has gotten better, we got reduced numbers. this is all about ali baba. people think they have money to throw around everywhere. this is a company people think are bigger. >> we will drop the self driving cars. autonomous cars aren't action proof after all. according to report in the associated press, four out of 50 cars have been in accidents since september in two accidents the cars were driving themselves. in the other two, humans were at the wheel. our crack staff back at headquarters able to obtain footage. we want to warn you, it's a big racket.

>> of course, this is not the actual self driving car. >> it's tough. >> all right, coming up, suntrust saying stock versus major upside potential. the man behind the car makes his case right after this case. much more "fast money" straight ahead. ♪ ♪ it took tim morehouse years to master the perfect lunge. but only one attempt to master depositing checks at chase atms. technology designed for you. so you can easily master the way you bank.

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rnlgsz welcome back to ""fast money."" we are checking out shares after hours. hitting those shares don't over almost 12% right now. the crowd management lowering its outlook for the second quarter margins to 32 to 34 ', from the previous it's gone from 33 to 36%. it said second quarter revenue growth on a currency adjusted basis, analysts were looking for 14% growth. those numbers are different there. the companies earnings in line with expectations. this is a guidance for you here melissa, back to you. >> manage hosting, the cloud space. >> these names, not every single

name identical. some have done well. microsoft to the upside. you can say the same thing about hewlett packard with meg whitman. keep an eye on elliot management has been in there. i'm not saying emc will split out of this whole thing. keep an eye on where we saw activity today. >> the stock pulled back, a major interesting level on the stock. this is a stock trading near high, this gets you back in the space technically looks very interesting. >> shares ofville low rating a buy with the $130 price target. it comes ahead of tomorrow's earnings. the man behind our call of the day. bonn joins us on the "fast" line, always good to speak with you. you made a tremendous call two weeks ago with twitter.

why bother going out ahead of zillow's turn tomorrow? >> thanks for having me. there are six main reason, actual 4ri68. one this is a huge market, a $60 billion market just beginning to come online. number two, mobile is providing a competitive edge for the mls to keep up with spending. zillow create a scale, the network effect. we think it's a must buy for asia, very difficult to compete against. the number four rois, on the three, four, 5 x. football five, the rentals and emergency, which aren't accounted for by the street. they are going from margins to mid-teens. when we look at the price of this we think 25 times eb that a lot of upside here for investors. >> bob, obviously, the stock is out of favor here. investors announced they hated it. they gave poor guidance for the full year when they announced a month ago. they will announce the quarterly

and the forward guidance, it sounds like a day later, the ceo, i have been speaking at your conference, here's a question for you. did he agree to speak at your conference after they set the recording date or is this something on the calendar a long time? >> great question, your point on sentiment. it's been terrible. remember they haven't been able to say much. they have been in the m na. it's very, difficult to talk about pricing or growth. they finally got through that earlier in the year. as far as them speaking at our conference they came into the conference for a while. several months now, i believe they officially you announced the earnings the other day. what we love about this is a sentiment extremely negative. we think any incremental positive could pop the stock, having been sort of flush,the numbers out just in the middle of april or so, we think there is low bars to jump over. >> you could have released this last week but you are releasing it a day before earnings like

with twitter. in the calculus the way analysts released their research, were you thinking, yeah, we're going out with a bang here and upgrade ahead of earnings like with twitter. so easily, you could have said you will let it go. >> we will put the twitter report out when we did. we were worried about the guidance and what they could say sfroornlgss, sure enough, they ended up coming out. seeing the antithesis withville oh. they have been set so low that any positive coming out on guidance or talking about beyond '015, they're trying to make it ahead of time for stock moves. >> do you think the stock will be erased? >> i don't think so, i think '015 is pretty much a throwout year. >> thank you. >> thanks for having me. >> bob peck, suntrust. he made a great call. >> here's the important point. they talked about sentiment. that's the stock. it went down 13% at one point

and closed april 14th down 1% you know maybe there is no one left to sell at low levels. >> it is sort of constructive here. >> that could end overnight, obviously, for bob, we hope it does end overnight. i think it's setting up a little weak, a little softer. >> a quick programing note, companies earned the right for fames like twitter. find out roerm when we reveal 2015 disruptor 50. >> that happens live right here on cnbc. coming up next on "fast," the one stock traders are expecting a big move next week. straight ahead.

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daily. the most active strike was the may 30 call and there was one train that caught my eye, a trader selling at 2,200 o. may 30 calls for 38 cents, stock was 29 third. they break even at about 4% higher. one of the things interesting about this, as you said, mem, it's up 8%. this is that move over the last couple months here. this is a one year chart. the calls sold too close were above the breakout level. this trader is obviously saying this probably event is not going to be the thing that catalyzes this stock to break out. i want to make one point. there has been a lot of news, long time ceo john chambers is relinquishing that chambers. a lot of m na and corporation actions and dividends, you will not get a whole leg of a lot of news until that new ceo comes in and charts its own path. i want to show you, this is the long-term shot of cisco going back 15 years.

look at this thing, bangening up against these multi, multi-year highs. at some point we seen wendell took over microsoft. some of the old tech names can get a boost from a new plan investors can see what the next leg of the story is. >> you know what's interesting, pacific press came out, upgraded the stocks. they didn't move much. >> the sentiment is their core business is not in a high growth area. if you look at data service centers, these are places will you see some of this demand coming back, emerging markets, 25% overall is starting to grow, so i think cisco, which is trading as dan said right near key levels. i'm in the sure i looked into the earnings and look at that volatility. this is growth at a reasonable price. >> it's a little worrisome. few look at those tech names, you brought up hewlett packard, intel, a name you talk about a

lot. it's a little worrisome. ibm is my secular short and it makes me worried. i think we're seeing a slight clang in the marketplace, where these names can't get a lot of momentum behind them anymore. i don't know if it's a rates issue or going forward with the growth or megacap names issue. >> whatever it is, the chambers, they have all this exposure overseas. to me, i think this is a name like i said if the stock comes back in, i think you definitely want to own it. i think this ceo has to set his own course. there will be m na. it could be more buyback. they have a great balance sheet in the exposure overseas. >> we talk about ecosystems all the time when we bring up apple. when you bring up those names that are doing well off apple. it has been incredible.

i know we were talking about china mobile. some of the other chip names feeding into the apple, the name that still doesn't get enough coverage, microsoft. >> you love microsoft. >> this run, absolutely incredible. he's doing everything right i think in terms of running that company the right way. >> for more "options action," check out our live show on friday. we got your first moves tomorrow. welcome right back. 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.

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signs of the final trades. let's go around the horn. tim. >> on facebook, we had this whole conversation about video. video adds 4 billion views for these guys. it's under appreciated. i think the stock has been weak. facebook. >> stan. >> google i will go with here. i have a bullish position with the call. i'm stopped out at about 535. 540 in that region. the stock does not act well t. ceo announcement coming in later in the month. >> top of the show we talked about rates and financials, fought just the goldman sachs in the world. i think schwab is going a lot

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