the numbers. dl does it get hammer snd zpl i love it. then on to the biggies after the bell. thank you for joining us. "fast money" begins right now. >> and "fast money" does start now. i am brian sullivan in for melissa. tonight, something curious happening with the oil market and it could have big implications for the cent stock rally. dennis gartman will be here to explain. plus, two big stories on biotech. gilead sink iing after beating estimate, but cutting guidance celgene falling. and later on, donald trump is surging in the polls, but a surprising group is so far not backing him. we have got a cnbc special report on that. but first, we start with the stealth rally in some group, retail, names that were left for

dead like nordstrom and macy's, they have rallied and have rallied big lately. the retail etf, xrt, is up 12%. that's better than the s&p 500. that's better than amazon.com, what is it saying about our economy? guy? >> great to have you on. it's been a while since brian sullivan has been here. >> get to the new, no one cares. >> not true. we do care. touch you on shoulder. >> just guys here. >> i don't really care. >> now, the news. i don't know if it means anything about the consumer, i think it means a couple of things. people are buying stocks can dividend yield. look at nordstrom's for example. i think people are trying to look at names that could play catch up. i will say this. nordstrom's jwn intraearnings with a 27% shortage on august 11th is interest. the one that sets up the best is

jn. >> down 50% over 12 months. the market in some ways pete was act k like some of the bigs retailers in the world were going out of business. o even with the nice bounce, you've lost a lot of money for the most part. >> probably have, but to guy's point, people are looking for yield, looking at valuations. most of them approaching the single digits. cowen had a note out today talking about july being improveded versus previous months and quarters. all of that adds up to somebody looking and taking a look at the retail space. plus, there were a couple of upgrades. gap. gps. you look at macy's, but go to the off brand specifically. i look at somebody like a nordstrom to guy's point. they've got the rack. that helps. some online presence and look at tj maxx. 5 52-week highs. >> the moment was the death of the retailer and there was no

way they were quoing to compete with online. that's not true. we've talked about it in the last month that a lot of these guys, their online business, whatever you want to call it, is working out. having said that, the trade end, they've turned around. i think it's name specific. you talk about macy's, nordstrom. >> i don't think you want to chase any of them. they're structurally, they have the wrong business model. you may have incremental improvement off the bottom. at the end of the day, yeah, just said it. it's up 12%. still down 120%. and a lot of those names coming back to life, buy into it, better trade. i think you stick with the things that work. home depot. costco for a breakout. target has come back to life and then walmart has been

consolidating, so if you want to play the retail trade, stick with what's working. >> is there a macro theme here because let's get in the hot tub time machine and go back about two years. got some bubbly right there. drink it. got more money in the pocket. >> this is a good lesson on take k these broad themes and realizing it's not that simple. >> i'm not taking it. obliterated over the last year. you have dividend yields, which i mentioned, which people are chasing and you have stocks with short interest like jw nordst m nordstrom's with 26% where

people have gotten blown out. i don't think you can be short this name in earnings, so if you want to make it about the consumer, be my guest. >> some of the best performer are the off brands. whether it's target or you want to go to walmart, costco, now to tjx. look at the way those have traded. to dan's point of home depot continues to move to the upside. probably not. >> forget about amazon k i worry about these companies taking business from themselves. go to nordstrom rack. why nordstrom in if you're going to fifth, why go to saks? forget about amazon. you can't -- it's parts of the economy that are working again. the consumer that's in the housing cycle and take advantage of it. people were discount thag the consumer was in a recession. the jobs market, i think efg

we're seeing on the macro side is the other part. everybody said recession was around the corner. didn't happen. you look at jobless claims last week and if you have a b job, you're going to spend. sfwl refie and build a solid gold deck. that worked in 2006. you know, trying to make a sideways point about the retailers. is there anybody out there that you look at options and say, something to worry about here. >> i don't like the apparel name, a and fs and gaps ch i think you want to stay away from it and if you're looking at macy's, i have to assume at some point, there's going to be a consolidation and maybe that's why they're rallying, but we know they have their whole host of problems and to your point about tjx and the rack, i think they're trying to you know, just really be exposed to a broader -- >> they don't, they are. >> before we duoto carter, find it swresing, we're talking about

the resurgence of the retarials, we're in a dead zone around an iphone upgrade cycle. talk about spending 4 or 400 on an iphone, now, we're talking about the retailers. >> is your point -- they won't be spending. >> counter. one wondering if we'll have a different story. only x toll lars. if it's going a $500 phone. >> dan's points. >> not sure, not going comment on that. i think you have a place where there is a certain amount of disposable income. having said that, i think you get to a place iphones, smart phone, smart tvs, have become commodities. i don't think that's going to affect the apparel trade. >> this month, we know this. retail has rally ied, but anoth hot group of stocks may soon cool off. let's find out which with the chart path.

carter. >> so, i'm talking a look at 3 m, but i want to put in the context of industrials. industrials as a sector are making new highs and yet on a relative basis, they have not outperformed the s&p since 2013, so to some extend, an optical ill collusion and not sustainable. here, i want to look at the comparison between 3m and the s&p 500 industrials sector. so, over a couple of time frames, this is a one-year chart and we're talking about a spread between s&p and 3measuring. up 23. now, here is a five-year chart and again, you're getting into almost double performance. 3m versus industrials. here's a ten year. he's a 20-year. >> everyone get a copy? what we've seen in the past couple of days is high profile misses in drops and gaps from ge, honey well, roper destroyed. we're going to make a bet that's happened here. here's your chart. here are your lines.

you close today at 179. i think going to fall back to the pivot point, so looking to a move of 170. whether it's earnings related or overdone and due for a check back. it has earnings tomorrow before the bell. >> is there anything you could see change your mind from a technical peck spertive. maybe now we formed a base and we're not going to go back down to 170. >> had a base and has broken out from that base, but what we've seen is a lot of stocks that did just this. we're just going to make the bet it's going to do what those have done. if it were to knock the gap down tomorrow, that would help the story. >> you know, carter, did you call him char by the way? that was clever if you did. quick and settle. i like what your doing there. >> i'm exhausted. i slurred over my words. >> so, it's exhaustion. regardless. >> you didn't at all. i love cb wrk.

>> if you keep drinking that tea, i'm going to call you chi adami. look at honey well which has been the gold standard for the industrial space. the quarter they poured wasn't good. the stock hasn't sold off in measurable form. you look at ge earnings. leads me to believe that a lot of what carter is talking about could happen. you could have a meaner version in some of these high flyi stocks. >> we were saying where consumers are spending, maybe we are close tore a recession. maybe these cyclical stock, industrials, boeing can't get out of its own way. the autos have come back, but they're still really underperforming on a year oaf year basis. maybe telling us we are closer to a global recession than a bunch of retailers in the u.s. who have come off 50% declines in the last year.

>> that should fight the other direction about the names taking it down and telling you. >> it's up $4 in the aftermarket and that's one where people i think are still buying into certain product cycles, but look at industrial stocks. really don't act well, so to me, it's a sentiment thing, where investors are willing to take risks. great company, based at a graelt town. are they a harbinger for anything? >> every one has become nor individualized.

getting themselves out of the financial world. they're start tog redevelop there as well. p 3-m. is it a stretch? maybe a little bit. but more upside to come. >> this is the point of the show where i get the hate tweets from those in st. paul because they're based st. paul. i love both places. apple shares taking a hit. comes out of earnings tomorrow. we'll take you behind the headlines. sent apple pulmoabling. plus, gilead and sans unveiling their numbers. the numbers you need to know and key details for their calls and could oil slide be sending a warning sign to stocks? dennis gartman is here with his take. back after this. they may want the latest products and services, but they demand the best shopping experiences. they're your customers. and by blending physical with digital,

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deal would give her company the platform it needs. >> one of the bigs challenges we faced was getting mobile distribution for those revamped applications. users who experience them love them, stick with them, really engage with them on a daily basis and verizon offers that. it can be achieved with ark, l, it's tremendous scale and reach and we're very, very excite d about that. >> as more firms get into the don't business, could there be another win sner. >> listen, this just is a coincidence that sprint was up 28% today. the stock had been beaten up in the first quurt and now, it's up considerably. it was as low as 2.5 back in the fall. they have a ton of debt. we know soft bank is one of the largest holders. about 83% of this company here.

so at some point, i suspect miss mayer was talking about the ad business, critical mass. these guys are the third largest carrier sprint ch we know t-mobile is right behind them. you put those together and they're about the same. 135 million subscribers here in the u.s., which puts them basically a close third with at&t. so i suspect at some point, you need to see a combination of those two or sprint gets hooked up a dish because we know at&t bought directv about a year and a half ago, but something's going to happen here. i can't imagine t mobile and sprint are going to be the number three and four distant players. >> is the argument that verizon has the number three dinl tall, that this is the market they should be pursuing and that's a catalyst for sprint? >> here's personal view. we know that mobile spris prooigs is going down. what did at&t do? made the bid for directv. they're playing money ball with

aol, yahoo!. t mobile and sprint are going to need to get scale. >> is there a negative impact to google? tim armstrong was running aol. the one that get to deal done. if we see a real competitor of google, facebook as well, is in a threat google's rates go down? >> that's something i think dan has said for a while. the fact google might have ticked in, it's not as chief. i think google is google and i think the valuation is reasonable for them. i think facebook is really interesting despite the fact analysts downgrade the name. i think the move high ner verizon and at&t is much too much too fast. >> i don't gis agree with the fact they're chasing the yields,

ross was on the halftime today talking about they're getting content and management. verizon i think is the wirn out of this thing. what happens with hoo, i have no idea. >> spending nearly $10 billion on aol and yahoo!. >> they're trying to become google light. >> it gets them a premium multiple. >> you think a multiple on verizon should go up from this deal? >> when you put their revenues together, it's a rounding error. so really, they're trying to do, i use the term money ball. that's what they're doing. trying to take some unloved assets. they have good management, good talent and they're try see if they can give it a go. high single digits, it makes

sense. you have to remember, their businesses are -- >> are you positive? >> it's a no brainer for them to do it. they made the commitment, 4.5 billion dhr aol last year. put a couple of piece junk together. >> who else has been for these assets. >> i think yahoo! is the big winner. they still have money left. if you're a shareholder and i am, this gives them the ability to turn this into an investment company to get the tax efficiency. >> quickly. marissa mayer said 600 million mobile user, a billion a month. if that's right, that's about three times the amount of twitter. does this deal for yahoo! at 4.8 change the valuation of twitter? >> i think twitter, you don't think so? >> i don't see how can't. >> it's a media company, it's

determining how it's going to be dlifing and the products it's going tok exploiting. i think it's a bolt on if for somebody and it bbs more valuable that's something, for verizon, probably very interesting. >> i hope they don't go there too, now. >> p if you think about the direction they're going in, carving out exclusive and unique brand in this online space. >> just said we got to go to break. >> we go to break when you want to go to break. >> no, you're running this show. >> talking in my ear and i'm just doing what they tell me. still ahead, shares of gilead sliding a a bit after earnings and our all-star farmer reporter monitoring that call. she'll bring you the latest head lips. in the time meantime, here's what else is coming up on fast. ♪ >> okay. that was strange. but not nearly as strange as what's happen ng the crude market. the commodities king, dennis

gartman, will explain. plus, this man is is surging in the polls. >> people that know me like me. >> but curiously, these men aren't supporting him. so why isn't vegas getting behind the donald? we'll have a special report when "fast money" returns. e u i [announcer] is it a force of nature? or a sales event? the summer of audi sales event is here. get up to a $5,000 bonus on select audi models.

. welcome back. bad news for bio tech, gilead. meg has the latest on both stories. >> thank you for that little ad lib there. gilead falling after reporting disappointing second quarter. actually, the second quarter numbers beat, but it was

lowering the full year forecast on product sales by about $500 million. as well as the hepatitis c number. the two big drugs coming in slight sli under estimates. also launched a new combo pill which did about $64 million in sales. analysts just trying to peg what the future for this combo looks like for gilead. listen to the ceo. >> while there has been a slowing of treatment compared with a rush of patients -- first approved, the market has attracted longer term providing good revenue, strong cash flow and earnings per share. >> so, the company saying there's 1.5 million hepatitis c patients in the united states who are diagnosed. lots more people for them to treat. however, you are seeing shares trading down.

moving oaf to celgene, it was testing its big cancer drug. this was called the remarked trial. what it showed was that it didn't help patients live longer on a known as overall survival and they said it's not going to pursue this indication. some analysts had pegged potential sale frs that as much a billion dollars. however, most analysts were pest mystic about this, so you're'ing the shares down 3%. they are testing this in other kinds of limb poe ma. >> let's trade this. gilead obviously trying to do good work, save lives, however, the stock has not done good work. down from about $120 a share.

>> i think the best value, but weather saying that for six months, they downgraded guidance by about 400 million. japan, not really working out. the cap exand rnd is going higher, so it's still not a story where you're hearing them give you any confidence you have an inflection point. the multiple now, probably not something you have to chase. >> the biggest disturbing part is the guidance. they have a number that's light and there can be all sorts of reasons for that, but when they're giving us the guidance, that's pretty concerning because this is a company that's been hitting it on all slenders and you look at what they've got with the hiv and help c treatments right now and they've got this pipeline. and yet, they don't, they can't give us something far more positive. that's a problem. >> great balance sheet. one of the best, some of the best margins in the industry, but they're under pressure.

dan's been talking about this for the last nine monte to a year. this might force them to make an acquisition. they have tremendous balance sheets. you wonder if they move into the immune immune. >> it may be the ultimate game of investing chicken. stocks versus high yield versus crude. which will break first? details a f the break. plus, vegas, baby, vegas. >> you know that. >> what do you mean? the key details from las vegas post bell earnings. you're going to hear from the ceo on what drove the quarter right after the break. where, in all of this, is the stuff that matters? the stakes are so high, your finances, your future. how do you solve this? you don't. you partner with a firm that advises governments and the fortune 500,

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call today and ask how to get these savings plus a $250 prepaid card. comcast business. built for business. welcome back. we had another day of falling oil prices. the third day in a row of declines for wei west texas ber immediate crude. we traded below for the first

time since april 26th. the last time we traded that low, the world looks different. oil prices were trending higher as we broke above 43 bucks and now we're off that 51.67 high we saw back on june 9th. then you've got what's happen ng the stock market. still near record mis, but other the course of the last month, we've seen leadership come frg technology and financial stocks among other cyclical ones. back then, a lot of the focus was on defensive sectors like y. what about high yield credit? some think it's a leading indicator for the overall market. the high yield share, hyg, had made a nice run out of the early year lows and had been creeping higher since, but the pace of those advances has slowed. since hitting a 2016 high on july 12th, the fund has traded in a range of less than % from high to low. since that date. so now, brian, some traders

wandering now, if the previous trading relationships between oil and stocks hold true and what high yield will signal as we approach the halfway point of earnings season m back to you dpis. >> thank you so much. it is an excellent question. let's try to get an answer. the relationship between oil, bonds, stocks. pete? random, related? >> oil and stocks are doing this. they were together for a long time. >> i still think they are. now that we broke the range we're in, it's been a tight range. suddenly, we break out that and get the kind of pull back you see today. if that had been holding up, going back to march. other than the quick correction and now, once again, we're underneath there. it's only one day. >> don brought up the high yield index. when we saw crude at the lows in january and february, the real fear was some sort of default. some sort of default in the oil

patch. didn't see a lot. we've seen rates pick up a little bit over that time period, but it never got to armageddon level. this has come back really, really hard. the fact it's trading that tight of a range, if you see crude anytime soon, maybe some of those fears start seeping back in. and maybe you see the chart. >> all right, just quickly. what we saw back two or three months ago was that the high yield and crude ultimately were tied until they weren't. the world is definitely decompressed in a way i think we're in a different place. >> let's continue this. why are stocks shrugging off the crude sell off? dennis, editor of the gartman letter he gin joins us. you and i have spoken for years and said in commodities, the cure for high prices is high prices. because green comes back out. up nearly is 100 drilling rigs. what's your tack on oil?

>> reasonably bearish of the crude oil market. there's an abundance of supply. plenty of kycrude oil on the water. that can be gotten from us. as long as there's a strong con tang o and there has been, it means crude is going into storage. the trend is from the upper left to the lower right. gl does ha mean stocks are going to be tied to crude like they have been for the better part of the last two year sns. >> one of the silliest notions in the investment horizon right now is that crude and stocks are tied together in and tandem, i sent a couple of charts in today going back to 2011. crude is moving without equivocation from the upper left to the lower right. there is no correlation. there is contravention between the two. and anybody who doubts that has to look at those cho charts and see. yes, there are period of time for one hour, two hour, two day,

maybe two weeks. maybe two months, but on bala e balance, as goes crude oil, so in contravention go stocks as go stocks so in contravention shall go crude oil. the two are negatively correlated. not positive ly correlated and people need to understand that fact. zpl dennis, a dollar's got a lot to do with this. is it as simple as strengthening the u.s. dollar means crude oil is going to retest at 38? >> all things being otherwise equal, we know that a strong dollar begets weaker commodity price, whether it's cotton, soybean, wheat. whether it's crude, gold. stronger dollar, always begets all things being equal. always begets weaker commodity price, so yes, the dollar is extraordinarily important. >> it's tim. isn't higher rigged counts enough to keep oil from, if we build them enough, it's going to move down? i don't see us getting above 400

on count this is year. the aim thing is going to happen. it's a self-correcting mechanism and it's just interesting because a couple of weeks ago. you said you were rushing the cover shorts. you said the term structure of the future's contracts, it was a time to be getting along. it's going to be difficult to get the rigged count above you said 400. i'll say 500. we have to remember, we were at 1600 two and a half years ago. it's going to be difficult to get above 4 or 500 because we're so much better at what we do at each drilling rig. we learn how to horizontally drip so much bert and those rigs that will come on will send multiple type of holes into the ground rath ethan single holes. >> it's a great point. we appreciate your insight and

time. go, virginia. thank you. all right. you know, hokies. he's a virginia boy. >> sure. >> he's not a hokie. >> no, he's a north carolina. >> i want to take issue with one point. he's talking about the correlation between oil and stocks. i think you have to think back oaf the last year and the two most volatile periods for stocks when they were down 10%, last august, september, january and february. it was because of the price action in tril commodities like crude. so, in some way, you have to consider the fact why crude is going down. at this time, it was really i think for global growth. in those scenarios, if crude was to go back down again, it may have the same sort of fears. to his point, stocks are at the upper right now, there's plenty of room. >> i want to make a quick comment here as a guy who's been on the kroid story. there were more than a thousand ducs, drilled, but uncompleted wells, in north dakota alone. the owners would like to produce income from them, so my sources

in the williston say people are starting to move back in. keep that in mind. up 90 drills rigs off our early may low. that is something to keep in mind. we had 2800. drilling rigs in america years ago. ths a lot higher than dennis said. there as lot out there with the potential. prices do move higher, trust me. i've seen there, been there. people want to monotize the rigs. some of whom they've spent a significant sum of money on. fz there is this self-correcting, there's this element here of the way it goes, the minute they correct, all these shut ins around the world start rung. i don't think they are as efficient, but you're going get to this place where it's on oil prices. eve those guys that want to gelt this going again, don't have the ability.

>> and you're right. that's moint. i've hipted towards i've thought prices would go lower. because the oil patch is not one team. number one and if it's in their best interest, they're going to do that. >> and dennis' chart went to 2012. what if you shrunk that up to the time frame you're talking about now. >> okay, sit tight. move on from stuff in texas to texas instruments. see what i did there? cxn shares moving higher. sima has the story. >> yeah, texas instruments, the semiconductor player moving here after hours on about 5%. the company forecasting revenue and profit for the current quarter way above analysts estimates. this after a second quarter results beat expectations. thanks to demand for its chips use nd the automotive,

industrial and communication equipment markets. basically, highlighting the company's diversification of its revenue base as the apple component supply battled head wands. shares are up about 27%. >> thank you. pete. >> we've been talking about for a while has been technology and people are starting to flow towards there. we said those are some of the names that are going the start working and they are, but specifically in the chip space. we have the arm holdings buyout and you start looking around the chips space. there's a lot going on right now in the chip pace that's been very, very positive. there are some winners. >> doesn't have to do with pcs and possibly. that's why apple is 10% customer. i you would noit chase it. >> and a company that doesn't get a lot of attention, but all

it's done is climb for the last 12 months. analog the not dead. >> is las vegas betting against donald trump? we'll reveal which casino ceos are shunning the donald. plus, twitter and apple reporting results. we'll tell you how big after the break. & in a world held back by compromise, businesses need the agility to do one thing & another. only at&t has the network, people, and partners to help companies be... local & global. open & secure. because no one knows & like at&t.

we've got another earnings alert. company las vegas san, things are looking good. up 5%. jane wells is in los angeles with the latest. jane. >> the quarter which missed again and adjusted earnings -- the first time in nearly two years. now, we did not get a sense of whether this was a boost from a cow or las vegas sans specifically. also announced was the xwaen's new property will open seven weeks from today. but that will be three weeks after wen opens its new resort. allison was asked who wwho will

bigger winner. >> it's a 20 minute work from the venetian to the wen. we're hoping he'll do very well. but we don't know and neither does he how many tables are going to be getting. but we have the greater capacity because we have more tables from other properties that we can move over. >> there is -- cannibalize or grow together. it's aimed at more of a mas market, which shoed m slowness in the numbers overall, so bottom line, another kind of whatever quarter, but hope is on the horizon. and they're continuing their 72 cent a share dividend and while las vegas, nevada revenues missed expectation, the ebitda margin increased by 5%. and brian, not a word from aledon on a election.

he is a staunch republican, but no evidence he has given a dime to the trump campaign. >> i think he has been the biggest donor to the republican party or at least one of the top five. in america in the last decade. stay on this topic and in vegas. because it's not just sheldon. sin city itself does not seem to be betting on donald trump, jane. what have you heard? >> no. trump is not getting any love from vegas. this even though he has a property there on the strip near the wen, a check shows no contribution to trump or his pac from sheldon, who earlier had hinted he might contribute $100 million to a trump pac. before the swats kai incidence. mgm resort ceo is also a republican, but tends to be less political. the only exception, billionaire bill roughen, who owns treasure island, he even spoke at the

convention last week. he's the only one. he's given $1 million to make america great again. but looking at individuals and fwroups, we see money donated in the partly sunny to rubio, cruz, the golden nugget contributed to rand paul. just about all gave money to hillary clinton. nothing to trump. you have to remember, harry reid may be retire, but he's been very, very good to nevada and that may have something to do with this. >> also with with fact that trump in some ways is a competitor as well. we'll see. thank you very much. trade this, guys. the four major companies, wen woun of the worst stocks in america last year. it's been the best performing casino this year, which says is a a low quality or view. >> wen started buying when it had a $55 hand. when reports are august 1, 20 times forward earnings.

ubs last week. do you want to be short a stock with a 28% short interest into an earnings period? tim did it successfully a month or so ago. i think wen continue to rally. visitation is up seven straight months, so stabilization for sure. again, i think there are names include melco, but places where valuation, be careful, optically might be cheaper. >> and something like malco, we know what their exposure limitations are. the idea he started buying in december. stock was closer to 55. it's been a really interesting thing to see just how his timing has been so strong trigt there. but it's been a big run since those low to where the stocks are now. to your point.

don't chase it. >> still ahead, apple's stock falling today. this comes ahead of their earnings report tomorrow night. we'll tell you why some traders are betting on more volatility from apple. plus, do you want to make money using twitter? of course you do. and tim see more is going to explain now coming up.

thank you. ordering chinese food is a very predictable experience. i order b14. i get b14. no surprises. buying business internet, on the other hand, can be a roller coaster white knuckle thrill ride. you're promised one speed. but do you consistently get it? you do with comcast business. it's reliable. just like kung pao fish. thank you, ping.

reliably fast internet starts at $59.95 a month. comcast business. built for business. twitter on deck to report results tomorrow and in on of the big event, we continue the series about how to trade with twitter with tim. >> i use twitter all day long. whether i'm in the office, mobile or obviously here on the set of "fast money." in fact, there's three reasons why i think twitter is very beneficial to traders. one, it's the absolute real, realtime indicator out there. more news that's happening. twitter allow message to see it in real time. two, all that news all that information creates extreme sentiment readings for me, which at time, allows twitter to be a contrarian independent kart. the if i see stock sentiment is

so negative in many case, this will be a reason for me to take a look and be going the other way on the trade. third trk i'm a global investor, twitter allows me to break down the world into a small place, very efficiently. i've got different lists on my screen. merging markets, global news. china, india. twitter allows me to break down the world quickly and efficiently. you can follow me on twitter. >> all right, very nice umbrella today. >> very r sharp. >> got to go twirt. look at the casinos. you could see where people are pricing vegas. i think part of that even twitter itself, if you go into those numbers tomorrow, i think the expectations are very, very low in the second quarter. i think the bar is low. how do you position for that? ultimately, that's your call, but the options market will allow you to do that. combine that with things on twirt. again, another read, it's

real time. i use it. >> thank you very much. big earnings coming up not just from twitter tomorrow. also a little company called apple and dan is at the smart board to give us a preview. >> i just -- on twitter here, but start with twitter. the implied move is about 10%. that's about $1.3 billion in either direction. it's got a $13 billion enterprise value. stock has moved 9%, but investors generally don't like what these guy haves to say on their earnings call. apple, that's the big one. implied move, about 4%. on average, the stock has moved 5%, but it's been down on disappointing guidance here. i want to make a point about twitter. this is since its november of 2013 ipo. this looks like a little thing. this is 30%. that it's rallied since mid june. be careful into that earnings event. the stock has risen two of the ten quarters following since its

ipo and the last one is apple. this is really interesting. this is the gap from april here. that's about 105. the low from just last month about 90. the stock at 97 is right about the mid one. this one looks poised to move. options look cheap at apple. great stuff. remirnd for me options action, check out the full show. which is every friday at 5:30 p.m. eastern time. up next here on "fast money," your final trade. i'm here at the td ameritrade trader offices. 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 and 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. impressive... what's up, tim.

td ameritrade.

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to help you go long™. time for your final trading. starting with the minnesota viking hils. >> proctor agamble, huge buying. i think it's going higher. >> huge chuck fore and sandy white game. twirt. i think it's not getting better. the bar is low. i think the valuation doesn't matter. >> dan. >> i agree with that. texas instrument, great report. great guidance. wouldn't chase it. >> you back tomorrow? >> are you back tomorrow? >> no. >> two times. >> two times.

two times. >> you know what held the other day? starbucks. 54.5. lousy report. good price action. there you go. >> i will see you thursday and >> good. >> i am brian sullivan. this is my umbrella. fast money. my mission is simple, to make you money. i am here to level the playing field for all investors, there is always a work in summer and i am promising to help you find it. mad money starts right now. >> hey, i am cramer. welcome to mad money. welcome to cramerica. i am trying to make you money. my job is not to just do that but to educate and teach. people have a verizon purchasing yahoo's internet business all wrong. the dow sinng