process, get an agenda together. let's see if ryan can get an outline of how his speakership will be different than that of his -- of john boehner who, by the way, in his farewell remarks, emotional. fought back tears on a couple of occasions. his advice to his successor, believe in the long, slow struggle. john boehner's words to his successor going forward. boehner, a man greatly relieved, and you see him getting now the appreciation of a lot of his colleagues. we have a little more ceremony involved. actually, nancy pelosi will get to speak first before handing the gavel over to paul ryan. >> as we watch speaker boehner

leave the house, slowly with all the congratulations, worth pointing out that he has done the deals to clear the way for paul ryan. ae has the budget deal for two years, the debt limit, and all the chaos that could have followed around that or certainly the political rhetoric has been removed for the moment. sfwoo seeker boehner referred to it as cleaning out the barn. he did much of that for paul ryan, who, again, gets a kind of a fresh start legislatively and in terms of whatever new procedures he will adopt as speaker to accommodate the very conservative republicans who always didn't feel that john boehner heard their concerns or acted upon them as he put forward the republican agenda. quite a moment to watch this whole ceremony play out. it's taken the better part of the last hour. it's one of the few times that you have a voice vote in the

house of representatives where all the members have to be present and vote in person. that's part of what he did for us. >> he is being introduced now, of course, by nancy. >> today, as every day, we come to this floor strengthened and inspired by the support of our colleagues, the trust of our constituents and the love of our families. my special thanks to my hurricanes and the entire pelosi and delassandro families for their support. my debt of gratitude for the people of san francisco for the continued honor they give me to represent them here. thank you, my colleagues. >> today we bid farewell to a speaker who has served his

constituents and this congress with honor for 25 years. speaker john boehner. >> in this -- in his story we are reminded of the enduring exceptional promise of america. this hard-working son of an ohio bartender and owner who grew up to be the speaker of the house of representatives. john boehner talked about the american dream. you are the personification of the american dream, john boehner. [ applause ]

>> as you all know speaker boehner was a formidable spokesman for the republican agenda. my republican colleagues, i'm sure you know and i can attest to the fact that he was always true and loyal to the members of his caucus in any negotiations we ever had. although we had our differences and often, i always respected his dedication to this house and his commitment to his values. thank you, john, for your leadership and courage as speaker. your graciousness as speaker extended and was reflected in your staff under the leadership of mike summers whom we all respect. thank you to john boehner. >> i know i speak for everyone

here, democrats and republicans, when i thank you for making the visit of his holyness, pope francis, such a beautiful and meaningful experience for all of us. >> we extend our thanks and gratitude to your entire boehner family, now including grandson allestair. let's hear it for the family of john boehner. [ applause ] >> on behalf the house democrats, we wish you and your family all of god's blessings in the glorious years ahead.

last month we witnessed something truly special when pope francis made history addressing a joint session of congress. standing right here pope francis called on us to seek hope, peace, and dialogue for all people and reminded us of our duty to find a way forward for everyone. a good political leader, his hole where iness said, is one who with the interest of all in mind seizes the moment in a spirit of openness and praying mattism. with that -- with the interest in mind of all -- from anyone. the founders could never imagine how vast our country would become, how diverse and many we

would be ethnically, gender identities, beliefs and priorities, but they knew we had to be one. every day and in this house and across the country we pledge allegiance to one nation under god, indif izible with liberty and justice for all. [ applause ] this is the beauty of america that for all of our honest differences, perspectives and priorities, aired and argued so passionately on this floor, we are committed to being one nation. despite our differences, in fact, respecting them, i look forward to a clear debate in this marketplace of ideas, the people's house of representatives. and so, my fellow colleagues, we have a responsibility to act upon our shared faith in the

greatness of our country. we have responsibility to be worth where i of the sacrifices of our troops, our veterans, and our military families. we have responsibility to make real the promise of the american dream for all. there is important work before the congress. we must do more to promote growth, decrease the deficit, create good paying jobs and increase the paychecks of america's working families. today in this house a page is turned, a new chapter has begun. today the gavel passes to a proud son of wisconsin. the first speaker from wisconsin. paul ryan has had the full breadth of experience on capitol hill from young staffer to waiter. should i say that again? tortilla coast waiter to congressman to being a sincere

and proud advocate for his point of view as chairman of the budget committee, as a residented leader and chairman of the weighs and means committee and in a minute he will be the speaker of the house of representatives. mr. speaker, today on whaf of house democrats i extend the hand of friendship to you. congratulations to you, paul, to johna, your children, liza, charlie, and sam, your mother who is here. how proud she must be. the entire ryan family whom we all know means so much to you. mr. speaker, god bless you and your family and god bless the wraits of america.

[ applause ] >> this is the speaker's house. this is the speaker's -- this is the people's house. this is the people's gavel. in the people's name, it is my privilege to hand this gavel to the speaker of the house, congressman and honorable paul ryan. >> thank you. thank you very much. [ applause ] >> thank you, nancy. [ applause ] >> thank you.

>> thank you. thank you very much. thank you. thank you. thank you. thank you, madam leader. before i begin, i would like to thank all of my family and friends who flew in from wisconsin and from all over for being here today. in the gallery i have my mom, betty, my sister, janet, my brothers stan and tobin, and more cousins than i can count on a few hands. [ applause ]

>> most important, i want to recognize my wife jana and our children, liza, charlie, and sam. [ applause ] >> hey, guys. >> i also want to thank speaker boehner for almost five years he led this house for nearly 25 years he served it. not many people can match his accomplishments. the offices he held, the laws he

passed. what really sets john apart. he has great character, a true class act. he is without question the gentleman from ohio so please join me in saying one last time, thank you, speaker boehner. >> now i know how he felt. it's not until you hold this gavel, stand in this spot, look out and see all 435 members of

this house as if all america is sitting right in front of you. it's not until then that you feel it. the weight of responsibility, the gravity of the moment. you know, as i stand here, i can't help but think of something harry truman once said. the day after franklin roosevelt died, truman became president, and he told a group of reporters if you ever pray, pray for me now. when they told me yesterday what had happened, i felt like the moon, the stars, and all the planets had fallen on me. we should all feel that way. a lot is on our shoulders. so if you ever pray, let's pray for each other. republicans for democrats and democrats for republicans.

[ applause ] >> i don't mean pray for a conversion. pray for a deeper understanding because when you are up here, you see it so clearly. wherever you come from we are all in the same boat. i never thought i would be speaker, but early in my life, i wanted to serve this house. i thought this place was excel rating because here you can make a difference. if you had a good idea, if you worked hard, you could make it happen. you could improve people's lives. to me the house of representatives represents

what's best of america. the boundless opportunity to do good. let's be frank. the house is broken. we're not solving problems. we're adding to them. i am not interested in laying blame. we are not settling scores. we are wiping the slate clean. [ applause ] neither the members nor the people are satisfied with how things are going. we need to make some changes starting with how the house does business. we need to let every member contribute, not once they've earned their stripes, but now.

i come at this job as a two-time committee chair. the committees should retake the lead in drafting all major legislation. [ applause ] if you know the issue, you should write the bill. let's open up the process, let people participate. they might change their mind. a neglected minority will gum up the works. a respected minority will work in good faith. instead of trying to stop the majority, they might try to become the majority. in other words, we need to return to regular order. [ applause ]

i know this sounds like process. it's actually a matter of principle. we are the body closest to the people. every two years we face the voters, and sometimes face the music. we do not ebbing quo the people. we represent the people. we are supposed to study up and do the homework that they cannot do so when we do not follow regular order, when we rush to pass bills that a lot of us don't understand, we are not doing our job. only a fully functioning house can truly represent the people, and if there was ever a time for us to step up, this would be that time. [ applause ] america does not feel strong

anymore because the working people of america do not feel strong anymore. i'm talking about the people that mind the store and grow the food and walk the beat and pay the taxes and raise the family. they do not sit in this house. they do not have fancy titles, but they are the people who make this country work and this house should work for them. here's the problem. they're working hard, they're paying a lot, they're trying to do right by their families, and they're going nowhere fast. the bills keep piling up and the taxes and the debt. they're working harder than ever before to get ahead, and yet,

they're falling further behind. they feel robbed. they feel cheated by their birth right, of their birth right. they're not asking for any favors. they just want a fair chance, and they're losing faith that they will ever get it then they look at washington, and all they see is chaos. what a relief to them it would be if we finally got our acts together. what a weight off of their shoulders. how wee reassuring it would be if we actually fixed the tax code, put patients in charge of their health care, grew our economy, strengthened our military, lifted people out of poverty and paid down our debt. [ applause ]

at this point nothing could be more enspiring than a job well done. nothing could stir the heart more than real concrete results. the cynics will scoff. they'll say it's not possible. you better believe we're going to try. we will not duck the tough issues. we will take them head on. we are going to do all we can do so that working people get their strength back and people not working get their lives back. no more favors for the few. opportunity for all. that is our motto.

i often talk about a need for a vision. i'm not sure i ever really said what i meant. we solve problems here, where he. we create a lot of them too. but at bottom we vindicate a way of life. we show by our work that free people can govern themselves. they can solve their own problems. they can make their own decisions. they can deliver and collaborate and get the job done. we show that self-government is not only more efficient and more effective, but it's more fulfilling. in fact, we show it as that struggle, that hard work, that very achievement itself that makes us free, that is what we do here. we will not always agree. not all of us. not all of the time. we should not hide our

disagreements. we should embrace them. we have nothing to fear from honest differences honestly stated. [ applause ] if you have ideas, let's hear them. i believe that a greater clarity between us can lead to greater charity among us. and there's every reason to have hope. when the first speaker took the gavel, he looked out of a room of 30 people. representing a nation of three million. we are not here to say that we are done, we are spent.

we can renew the american idea. our task is to make us all believe. you have done me a great honor. the people of this country, they have done all of us a great honor. now let's prove ourselves worthy of it. let's seize the moment. let's rise to the occasion. when we are done, let us say that we left the people, all the people more united, happy, and free. thank you. [ applause ]

i am now ready to take the oath of office. i ask that the dean of house of representatives, the honorable john conyers jr. of michiganing to administer the oath of office. >> that is paul ryan of wisconsin. his first speech to the house as speaker of the house saying, in his words, what a relief it would be for americans if we, congress, in his words, finally got our act together, referring to entitlements, to the national

debt, and to krony capitalism in his words when he said no more favors to the few. our hampton pearson with reaction to this. hampton. >> the message of him seemed to be really for both audiences. to his fellow colleagues. you know, he was saying things like the house is broken. we need to make changes. among other things, committees should initiate the legislation. if you know the subject, write the bill. picking up on what you were just talking about, feeling like he is carrying the message for all the americans to the members of the house, they see chaos in washington. it would be refreshing if we, ie congress, get our act together. also he talked about internally there is a possibility if you air differences in a fair game where all sides get a hearing, a respected minority could become

constructive, but he is ready to take on the challenge, and carl, one last note. i am told social media-wise, ryan has changed his handle. it's@speaker ryan is his new twitter handle. >> appropriately so. hampton pearson in washington. when we come back, we'll get "squawk alley" started. the ceo and founder of go pro nick woodman with an important moment for his company after the break.

good morning. it is 8:30 at go pro headquarters in san mateo, california. it's 11:30 on the street. "squawk alley" is live. ♪

>> welcome to "squawk alley" for a thursday. not a great day for go pro today. shares of the camera company, as you probably know by now, down sharply on those disappointing q3 results. reported weak sales and guidance. we want to get right to josh lipton, who is in san francisco, with an exclusive interview with the ceo of go pro nick woodman. >> let's talk about the quarter. on the conference call, nick, you pinned that disappointment on at least initial weak demand for that hero 4 session. you just priced it too aggressively to begin with. i know some investors are worried about, listen, maybe it wasn't just the hero 4 session. maybe we're seeing the slowing demand for a range of go pro products and that we're starting to see just a maturing market. is that right? >> no, it's not.

i think it's too ease where i to focus specifically on we were up 55% year-over-year. even with our fourth quarter guide, we're still forecasting 23% growth for the company for the year at the midpoint. we took our foot off the gas in the second and third quarter. we had a huge halo effect from the ipo. we have a ton of organic viral marketing benefit from people sharing their go procontent on video and on-line. that social media really benefits us virally, and that combined with the ipo gave us strong tail winds into the first quarter, but we were slow to recognize those tail winds were subsiding in q2 and q3. we're getting more aggressive with our marketing approach for

q4 and 2016, and so you'll see a lot more of go pro's brand out there in both television, digital, and out of home. >> i guess some people, nick, were thinking if the other cameras, though, were still strong, the black and the silver, shouldn't that have been able to offset the weakness we saw with session? >> they did. that's why we still had the 43% growth year-over-year that we did. and i think that session was very impactful to our business this year. >> you said, listen, we made a mistake. we shouldn't have put the money in that we should have. isn't that what that huge social media presence is supposed to do, and i guess the point for me was how are tv ads going to push

products any better than those, you know, one billion you its tube views? >> well, it's not just tv. tv is a very important part of it. we have been off television for a year now. we're excited to bring go pro commercials back and entertaining shorts that really demonstrate the value proposition with of go pro and get people excited about the brand. it goes much beyond tv. we need to reach new consumers who are not already aware of our brand. we know most consumers do not know about go fro and the hero 4 session, and we were not aggressive enough in getting the word out, so we're revamping our efforts there. we do been fit massively from this viral organic promotion when our customers capture and share their lives with the go pro. we're number one brand channel on you tube. we're one of the top channels on

instagram. go pro is a very viral brand, but that said, we still need to augment that promotion with traditional above the line advertising to get the word out and that's something that we're going to be doing this fourth quarter and moving forward. >> let's switch gears and talk about that capital return program you guys announced. stock repurchase. go pro thinks its stock is cheap. investors want to know, nick, are you though personally also the company's largest shareholder, are you buying go pro stock hoer? >> i am. i am. i am a long-term believer in the company. >> why -- what gives you -- you are buying stock. what gives you confidence? what do you see coming in the pipeline that gets you excited? >> well, i'm aware of everything that we're working on. as we shared in yesterday's call, we try to give a bit of foreshadowing to 2016 so people can understand why we are enthusiastic about the business. we have our qualcopter on track. we have a lot of development in our core area of business. our capture devices. we have exciting things planned

in the entertainment side of our business bringing go pro programming to viewers in a whole new way. there is a lot to look forward to, and that's why i remain very enthusiastic about our future. >> with this, you know, am reported this week please investors, and that camera, the iphone camera keeps improving, and i know we have talked brshgs and you said, listen, it's not a competitive threat because you can't attach this to a surf board, right? a lot of people don't surf. for every day this camera now shoots 4k video, time lapse, slo-mo, the works. isn't this becoming the iphone smartphones more of a competitive challenge? >> different use case. i'll give you an example. this weekend i was taking care of my three boys. i have a 5-year-old, 3-year-old, and 1-year-old. my wife was away for the weekend with friends, and i carved a pumpkin with my boys for the first time, and i documented that experience myself. with a smartphone, you still need somebody else to hold the

camera and film you. if i didn't have my go pro, i wouldn't have the very special experience i have with my boys. that's the differentiator between go pro and other cameras, including a smartphone. it lets me self-document my experience without the need for somebody else to hold a camera. >> nick, thank you for taking the time to chat today. we appreciate it. >> thanks very much. >> let's send it back to you. >> thanks so much. thanks for bringing us that great interview with go pro founder and ceo nick woodman. up next, a lot of major tech companies moving on earnings. go pro, as we just talked about, yelp and pay pal all seeing big moves today. a lowers look when we come back. i'm here at the td ameritrade trader offices. ahh... steve, other than making me move stuff, what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place that lets you visualize that information for any options series. okay, cool. hang on a second. you can even see the anticipated range of a stock expecting earnings.

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>> secretary kerry will try to -- israeli troops and palestinians erupting this morning as a five-week wave of violence continues. the clash is escalating after a palestinian stabbed an israeli soldier in the head before being shot and killed. new footable shows a landslide in northern pakistan after a massive earthquake hit the region earlier this week. that landslide brought up huge amounts of dust and blocked a road. it killed a local teacher that

was on her way home from school. the death toll now stands at nearly 400 people. sanofi recalling epinephrine inswrektors. it includes all injectors currently on the u.s. market, totalling more than 500,000 units. that is your cnbc news update this hour. back to "squawk alley" and i think kayla this morning. hi, kayla. >> hi, sue. good morning. thanks so much to you. let's bring in john steinberg, ceo of the daily mail north america to talk about exactly what we're seeing in tech earnings. there are some other companies that are moving the market today. first, yelp. shares of yelp seeing a nice gain as revenue tops the estimates. the company saying it spent more on sales in an effort to increase site traffic, and investors believe it worked. shares of yelp up 7.25%. meanwhile shares of pay pal falling even though earnings did

beat analyst expectations. revenue was a little bit light. the company says it was hurt by the stronger u.s. dollar. john, we just heard nick woodman say the company took its foot off the gas for marketing. >> yep. >> yelp spends more on marketing, increases traffic. eps misses, but they have more in sales, so investors are rewarding the stock. >> marketing never fixes a problem. marketing is just accelerant for when things are going right or you have the right strategy, and his argument doesn't make sense to me. if you look at their percentage of revenue of marketing, it's been between 14% and 16% for the past few quarters. even in the good quarters they were spending the same amount as they were spending in the bad quarters. they've had great year-over-year revenue growth up until the quarter that they're now forecasting, which will be down 17%. the question is this mess-up in pricing and potential positioning of the session camera. is it a one-time thing like when apple mispriced one of the early i feenz, or is it just that they don't have products that are that differentiated and hearing the pumpkin example, i don't think the pumpkin example is a

good reason why you need a go pro versus an iphone on a stand? >> cut me some slack on that. i don't know if that's off the top of his head or not, but what do you think the answer? >> look, carl, i don't need to cut him that much slack. i would think he would have different examples as to why a go pro is different than an iphone sfwloosh he has made a lot of those cases before, why various verticals should be intriguing to viewers. >> i think the problem is ultimately it's a commodity hardware product. the media idea is unproven. if they were such a content company, why do they need tons of marketing spent? >> let's translate to yelp that did spend the marketing dollars and seems to have accelerated the display ad business where they're not putting their eggs in the future. that local business, which is supposed to be their core, still not doing well. how do you look at these results then? from my perspective, as a user and watching the technology, it seems like there is some core things in the product that are broken. when i try to use it, the reviews, they don't always represent the quality of the

place in order to weight an experienced user's review more heavily, they would have to rewrite a lot of the site. if they did that, maybe they derail their revenue machine. >> yes. >> how do you -- >> you nailed it. it's a beat on brand advertising. they put up nine million on that versus expectations of 5.5. it's a business that they're getting out of. this is a case of the expectations and the stock being so beaten down that it could only go up at this point. when you look at internet price values, i'm looking at peck's numbers right now, it's sically half. every possible multiple you look at, it's basically half, and it still has decent growth. it's a story of it just being cheap i think at this point and people always believing it's a take-out target. >> it's a company that abandons plans to sell itself. that sent the stom stock reeling. it's still not recovered its 52-week high. it's at one-third of what it was at its high a year ago. what are your thoughts on pay pal? interestingly -- >> yes. >> the street isn't treating it very pleasantly. that's because you think they had high expectations first quarter reporting x ebay.

they added four million users of product that you have to actually be transacting and entering your credit card information and buying stuff. >> this is a company where transaction volumes were up 27%. year-over-year. when are you a hot company, like an uber or square or something like that or even an alibaba, people are looking at gross merchandise value, how much is pushed through the platform. their issue is i think people are debating whether or not this is a company of the future or a company of the past. a lot of different product questions that are out there. these numbers for a company that people thought was hot, i think, the stock would be ripping right now. >> that went down after the split. pay pal went up. now i think investors are taking another look and saying, wait a second, there's a lot of action in the payment space. you have big players. samsung, apple, stripe. >> a huge amount of money coming from overseas. >> actually, to your point about the competition, operating

margins actually expanded 2% for them in the quarter. it's pretty hard to find a number where you can say it was a bad quarter for them. this is just people sht sure what pay pal is. >> the question is who are they competing against too. on one side you have visa, master card, which are the masters of the payments universe. on the other side you have square and strike, which have engrained themselves on the small business side. pay pal is stuck in the middle. >> when you look at the growth rates, they're way ahead. they're double what visa or any of those -- they are. they should be in that square hot space universe, and they're not quite getting countried credit for that. >> they're going to start monotizing vendors. >> i couldn't believe the numbers. i remember when andrew fortina started it in silicon alley. it was a venmo thing. a great new york story that everybody forgets, actually. >> thanks for coming in. john steinberg.

>> when we come back, this morning the next version of apple tv hits stores tomorrow. is it worth your money? walt mossberg will join us with his review in just a moment.

coming up on the halftime show, you just heard from go pro founder and ceo nick woodman. we'll now ask the bullish analyst on the street if he is sticking with the call. what a deal means for the health

care sector. the mow teshl rate hike ahead in december. is it time to buy or sell that space? we'll see you in a few. >> sounds good. we'll go to kate kelly with a news alert. i think it might be on vrx. >> that's right, carl. how did you guess? there is so much news coming out, and it's been down 30%. now their largest shareholder issuing a letter in defense of the company he is honest, driven. however, drug price hikes, which we know has been politicized as well as a real issue, lately, have created ill will. there seems to be no legal reason in ruane cunnif's eyes that have become controversial of late. a couple of things she suggest or have as concerns. they think sometimes doing everything legal to amp earnings does not create shareholder

value. good reputation is critical here. finally, they talk a little bit about their rationale for owning a company like this, and they think it's a solid investment, and it will be going forward. however, they like to see some of the steps taken that they mentioneded, carl. some interesting points of data there from a major, major shareholder. we'll be hearing from bill abbingman of%ing square on this tomorrow. >> walt, overall, you seem to like it. >> if you are already in the game, you think this is the best

one, but is this the product to dramatically ebbing up and down the market? is it ease where i enough to use? are the new features compelling enough that they're going to triple their sales with this thing? >> i don't know whether they'll triple their sales, but it's laying the foundation for a big expansion of what you can do on tv through apple. the first reason is this is an io -- a full ios device. you can write an app that runs on the iphone, on the ipad, and on the apple tv now taking account of different screens and different kind of interactions. i think that is going to bring in a flood of apps. not just by streaming video,

although that's important. games, shopping, all kinds of stuff. there's a great qvc app on this thing already. there is guilt, zillow, air b&b. i don't think it's going to be much time before they blow by roku. number two, these things have been confusing to use, and siri which once was the bult of jokes, but has gotten way, way better, does a great job on this thing. all they need to do really is keep extending siri's reach into more and more apps. they've got itunes, netflix, hulu, showtime, hbo all covered by siri, and so you can ask it, you know, all kinds of interesting questions and follow-up questions. to narrow your search, and it will show you where the show is across various services.

consumers want this one stop shop. they don't want to be toggle through the chrome cast, apple tv, fire tv. do you think this they needham zon on board to advertise this one stop shop? >> i think it would be a bad play at comcast headquarters. we all know that comcost owns cnbc. >> go ahead. >> it would be a very bad day at comcast headquarters if jim cook and jeff bazos put a deal to put each other's services on each other's boxes, which it could happen. i want to make it clear to the viewers, i know of no evidence that's going on, but that's the only -- it if they made that

deal then would you only need one box, and you could decide which one you wanted. the amazon box is overwhelmingly pushes you to their prime video, and the apple box is much better at treating the services equally. >> bottom line, it is go time. it's fourth quarter. holiday season. how close is this to the top of the list of electronics devices that you think people should buy their best friends and family members? is it at the top? is it near the top? >> i think it's near the top. i think they've done a good job. look i said in my column this kind of feels like the beginning of this new approach. they have work to do on it. there are some limitations. there are some things that were annoying. you can't use the voice search to navigate the app store. in terms of holiday gifts, it's an excellent holiday gift provided you understand that people are going to have to subscribe if they aren't already

to netflix or hulu or one of these things to get the most of it. >> that answers it. it's a great nerd gift, and we know a lot of nerds. walt mossberg, thanks for joining us. >> thank you. when we come back, some good news for samsung this quarter. we'll get a closer look at that in just a moment. i'm only in my 60's. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare, you may know it only covers about 80% of your part b medical expenses. the rest is up to you. call now and find out about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, it helps pick up some of what medicare doesn't pay. and could save you in out-of-pocket medical costs. to me, relationships matter.

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>> that social media really benefits us virally, and that combined with the ipo gave us strong tail winds into the first quarter, but we were slow to recognize those tail winds were subsiding in q2 and q3. we're getting more aggressive with our marketing approach for q4 and 2016, so you'll see a lot more of go pro's brand out there in both television digital and out of home. >> that was ceo nick woodman talking about the tough quarter and the stock looking back opens in the high 20s. goes to 93 almost. >> i'm still not sure that the explanation adds up because their q4 is going to come in about $15 million short whaf the street wanted to see. yes, i know they've got about four weeks of inventory. more than they did last year.

>> you never want to see -- >> let's get over to headquarters. scott and the half. >> let's meet our starting line-up for today. john and pete, our game plan looks like this. let's make a deal. what talk of that pfizer allegan tie-up would mean to your money as health care merger mania continues to sizzle. john versus pete. the brothers battling it out today over the banks. is that sector a buy or sell with the fed getting closer to a rate hike? our top story, though. that plunge in shares of go pro at this hour following a huge revenue miss. the stock hitting an all-time low today. even breaking below $25 for the first time ever. that's a look at the trade right now.