point. >> they have been disappointing a little later. >> they say it's on a path back to 5. you don't have to readjust comps. maybe pricing. again, those operational issues. unicorn. >> yep, bottleneck. >> there it is, johnson and schultz, 9:30 a.m. eastern time. we did it. that was closing bell. >> it was fun. >> it was fun. >> "fast money" starts right now. >> it is an earnings palooza. we have full team coverage on the busiest night of the year on earnin earnings. we will clek in later on. gene munster of blue venture is standing by on the red phone in minneapolis. we will switch over to amazon at 5:30. we are tweeting out twitter.

they want to check that out as well. we kick it off here with the google, hitting all time highs in the after session, costing $900 a share for the first time ever. let's go to san francisco, they just spoke with a top company executive moments ago, josh, what's the headline? >> obviously here, melissa, listen, some investors expressed concern headed into this print because of that youtube advertiser boycott. what that would mean in terms of impact. i did talk to a senior capextive at the company. they said listen, they take seriously to protect the ecosystem. we know google did implement few controls and policies from a revenue perspective, this executive saying the near term impact from that controversy would be in their words modest. you saw google advertising revenue $24 billion. long term this executive saying they continue to benefit from a secular shift from how people are consuming continent, in oth words, youtube is the place to be t.cfo also weighing in on the

quarter. take a listen. >> we benefitted from our team's innovations, that continually enhance our advertising business as evidenced by the ongoing growth of site's revenues. on a there are basis, the increase in sites revenues reflect the healthy growth in mobile search. >> now, google ceo also on the call, a couple points saying youtube in his words sees extraordinary growth, watching $1 billion hours on youtube, remember they did not break out cloud. it is looped in the other segment. >> that segment did see revenue in the quarter more than $3 billion, google continues to demonstrate the cloud new machine learning service, hop back on the calm, bring you guys more headlines as they come, back to you. >> it's a tale of two $900 stock, both amazon and gook him hitting all time highs in the afternoon sex. the next stop, a thousand

dollars for these stocks. few missed the run, here's the question. is it too late to get in on these two tech giants? tim, kick it off. >> definitely not google in my view. think of a company that has a big stock price $100 is irrelevant. this company is massive. their consolidated revenues are up 22%. the digital ad grew 29%. this is for a company trading anywhere from 20 to 25 times earnings. that's remarkable for this stage of the cycle. when you think about their search business, it's core, it continues to get better. they now have 61.5% of global search. all these other businesses, others grew 49%. to me, can you still own google? absolutely. can you step in? absolutely. we debate this stuff all the time. i don't know you need to. you will see upgrades in google, i'm sure of that. >> one of the biggest concerns going into the quarter was sales on advertising revenue based on advertisers pulling away from

youtube over the objectionable content. that's pretty much taken to bed, isn't it? >> that story broke in mid-march. >> do we know yet? >> this company does not look at guidance. you look at the confidence, some of the commentary that we've already we heard in the press release, they don't really. they're not putting any alarm bells out there. there is some issue that carried on in q2. despite the fact the price is down a bit, you expect that. that's where they, i won't mention one thing. you talk about these other bets. those losses were greater tan expected. they will blow a billion dollars in the quarter. there is a time investors might think differently about that. they also year over year gained 10,000 employees. so i think we're at a point, we will see this when we talk about a himson, investors like the fact that these companies are investing with all time highs with profits and sales, what's

not to like again? >> yeah. >> they have to invest. look, i like google. i think it's an investment i purchased t. stock is up roughly 12% year-to-date. but there are other names in the groups, revenues two times a clip than google is. i think are still fairly valued. will we lose here? would i buy amazon? 100%. >> but let's go to it. facebook is up year-to-date versus google being up year-to-date. roughly the same pe multiple. facebook has revenues at two times the rate. >> let's talk about amazon and google. this is the most welcome thing you can v. they have been the biggest duds. relative performance is all that matters. everyone else in your class is up 20. you lose, these stocks have been failing on a performance basis for now six months. this presumptively will get them back to few relative highs. they are indicated up 3 to 4%.

stay there to do that. >> is google the one that follows? i hear you on that. i don't want to be the guy in my class down 10%. >> but, amazon is up 240% in two years. so not a lot of time. you can't tell me, i know you picked up six months, it's not such a great run. think of the fact over the last eight quarters, they have been able to deliver a part of the bargain investors want to see. >> there is regulatory kempblts obviously we have issues with youtube. they will play a period of time. >> that to me is still overhanging, so you have to be cautious there, from a pe multiple perspective, it's absolutely in line with the multiple. roughly 20 times, next year's earnings. i look at that and say why wouldn't i buy facebook at the same pe multiple. >> it looked good.

this is oopts one where expenses have been an issue t. genes he gave for q2 was not fantastic. investors don't care. this is a company that happens to offer guidance. they oftentimes beat it. when they don't, it is a matter of september imt here. i think that, you know, obviously, there is a secular shift. it's going to go global. the other as suspects is aws. the greater it gets about 10% above the hole, investors get more comfortable. >> the price action, is it in line with the item markets? >> that's a really good question for both google and amazon, they were expecting a 4% move in either direction. this is one of the things i think is really interesting. once we have all this news come out. we had a few situations this week. we saw letter x down 27%. we saw seagate down 16, 17%. there was shooting versus asking questions later. we don't have 10% up in the $400

$500 dollar name. we seen them in the past. they opened up in an all time high. >> who is the buyer other than david seaburg? >> well the thing ability amazon that's interesting. they have massive investment in infrastructure and hardware. so do they need to continue to invest that they had? i think they do. >> would you rather, amazon on google? >> amazon. >> hands down? >> that's a good question. >> why? >> again i believe in the platform, i think they're investing correctly. there are overhang issues. i think google looks cheap. i think it will perform well, i think amazon will outperform them. >> the regulatory issues. >> they are referencing the android. there's more issues. you want to talk about someone with a targeted on their back. so. >> when i think about this whole space with egot these massive

guys dominating and pushing guys out of tear business, including face boong and google. they control commerce, period. to me, amazon, you talked about regulatory. five times that google. >> they are totally secure and comfortable with amazon. they're not necessarily on google. i will say it's a checking account, few will, the money will gravitate to amazon, it will be a safety trade if you will. it sound insane. >> amazon safety trade. >> i am stating that. a lot of these names, there's confidence in the growth outlook. >> can i ask you a question? i love you to death. i know you have fantastic plans as a professional. >> there you go. >> does it make you feel that comfortable when you have huge institutions telling you how safe they think you are comfortable? >> no. >> is there not safety in the

crowds. >> the he hedge funds. >> altogether, you are missing the point altogether. there is a comfort in the forward looking revenue growth. there is a comfort in the model. an ability to understand and hook valuation. >> you know what google is doing -- >> you know what will happen with -- >> inflation. >> ki make one point? >> no, you don't. >> they have $165 billion in sales. most will come at the narrowest of margins in their retail. whatever you want to assign the trade, it's about eight of you. you have or cam, google, everyone and their mother. >> hold on. >> google, thank you. >> all right. let's lock at the carts. amazon for the chart master, please, tell us. >> well, amazon is the better chart. you want to look at the relative performance versus the market. google peaked almost a year-and-a-half ago. let's just look at the charts and see what we figure out. these are great winners. here's your after hours move. we know this is going on in

amazon as well and microsoft and intel is the exact opposite. let's look at a few other time frames. this is the more important thing. right. so we know the stock is trading at or near all time highs. we know it has been range bound. we know it has, if you will, broken out. yeah, okay. but what google has not done and amazon is much closer to it. is google has not come and made a new relative high t. way it's indicated now, we will fought do that, even tomorrow. so that again, one could say, why six months? they need to know who you are on the mark. are you a day trader? six months is a long time. god bless, hold google, hold amazon, the point is, this has been a non-alpha generating fact for half a year and even after hours, it would indicate that it's still not going to get back to its relative peak of six months ago. >> so you would rather -- >> i'd rather have amazon.

>> you will get. >> now this comes back, also, just what is your market stats? i disagree with david in that. i think core internet investors are more cautious on amazon. the broader base loves amazon. >> that would scare me as an investor to own this stock. >> by the way, should we invite carter back to the deck? >> come on back, carter. >> you can't look at the daily -- >> he has, we only did one of the two. let's look at the facts. we can always chat. let's talk about the facts. do we have a chart here? okay. now, this is important. this has all the look of a head and shoulders bottom and we are very close to making new relative highs. as a pattern, when somebody looks at patterns, much better debt. i don't know how many people match up. we're on the same page. ly come back and find out. here we go, to amazon

. >> i'm not in amazon. i'm in dpoogle. >> he's in google. >> it's obvious. >> i agree on a technical basis. it's a breakout. there is a couple things we talked about when you talk about these companies, when you look at alphabet. look at the stuff amazon, aws. think about voice. they have dominated this echo thing. they are probably making money in other ways. it's a stickier thing. they are getting into content. >> i get it why you know everyone loves it. >> some day you will talk to my book a bit. >> still ahead, breaking down the after hours action. without a trade, we got a red and a blue phone tonight. we are going a little crazy. plus not just earnings. the government shutdown is out of the question. think again. a new development raised the stakes. what it is and what it means on

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. >> welcome block to "fast money". we are live at the max markets him alphabet, amazon, intel and starbucks, out with the report. these are some of the biggest stocks pushing the nasdaq futures to a record high. we have full team coverage. we are monitoring alphabet. julity borstin is in louisiana. dom chu is taking look at intel and starbucks. it would not be an earnings

season without action. he has been listening in, about to jump on amazon. we will hear from him later on in the show. let's go to susan lee who is in the newsroom. >> something a starbucks scam after hours on pretty strong volume. puts the earnings call under kevin johnson, sales an revenues missing. it's two quarters that sales have missed for starbucks. we would eventually get back to. kevin johnson says, the future is still all about technology. >> the critical transformative components required for any brick and mortar retailer to survive, let alone succeed in the future are, an engaging digital and mobile relationship with customers, that is threaded into a branded immersive

experiential retail destination. >> okay. so you can extrapolate. >> that means starbucks mobile order and pay, highly important to starbucks' future. they experienced problems at the end of last year. remember the long complaints and long lines as a result of backed up orders. they are taking staff to fulfill those mobile orders and texting customers when the orders are actually ready. xbox started to personalize mobile marketing in march a. month ago, they have seen positive reaction. food is a struggle that starbucks wants to get into. they want to get back to 25% and they have introduced their fresh lunchtime food line, currently testing in chicago and then we should talk about executive chairman howard schultz hasn't made an appearance on the conference calm. he will be triefg tdriving the largest groceries, starbucks in 2019.

by the way, we have new drinks as well. following up on the highly successful ind is that gram, unicorn frappuccino. we know about the mystical animals tomorrow on ""squawk on the street."" howard schultz you see there. >> i don't care about unikorns and dragons, investors are down 5% in the session. there was a slowdown there. they hear about overall slower service and a backup because of the mobile ordering. they think, that's what happened last quarter. why hasn't there been an improvement? >> first of all, sedan not ordering up almond frappuccinos. k.j. who is supposed to be the operational guru should be the guy to handle this. i missed it. the u.s. is 3%, which is florida for me to say this is a company that rallied 8% into this number

in seven sessions. it's got a great print. it's not terrible. >> when you are rushing to work in the morning to get your cup of coffee. you will wait. you sit there in line and backlog and what have you. that's a problem. >> if they vitriol. that's the whole this inc. >> you look at technology investment. i get it. it's the second quarter in a row. it's a problem. it will take at least another one to two quarters to work this out properly. panera goes out. a lot of money is coming out panera into the megacaps, starbucks, what have you. >> i'm not getting it panera. i hear what you are saying. it's an operational issue. >> not everybody is in new york. they got to get their coffee in 30 seconds and move out the door. >> what's important. nothing is structurally wrong with this company. >> they are getting ahead of the secular shift. they are getting out in front of it. they are not making excuses about it. to fe me, if this stock consolidated at an all time

high. >> it's moved from 64 to 52. it's entitled. >> to janell's show me story, this is the second quarter, technology being blamed two quarters in a row. lines too long, it's shame on you. >> let's get back to susan lee in headquarters. she's got more. susan. >> we are looking at their mexico sales, melissa. now starbucks is telling us that mexico saw a 9% decline because of anti-trump sentiment. the brand is hit and calls for a boycott of american brands in pokesco. so interesting news there. >> all right. thank you, susan, for that update. trump on mexican sales. i don't know if mexico is a huge part of the overall revenue. >> the u.s. is 6% of sales. we travel towards mexico. again, look at how this nafta news flip-flopped all over the last couple days. i would not be worried about mexican sentiment. >> we are talking about like, would you get in here and buy

google or amazon at all time highs? >> here's a company with a premium brand, a dominant position here in the u.s. they grow internationally. >> my point is when you get an 8% rally into the number and a 5, 6% rally, there is no massive fundamental hole in the story. that's how you trade. >> if they get in there. >> it's the most managed wereings story. 12 quarters. they've either matched the quarter or beat by a penny. just managing the numbers. moving on, intel fol falling following earnings. we have all the details. hey, dom. >> they have earnings beat a slight revenue miss. they raised their outlook for the full year as well, adding $10 billion to the buyback. they talk about the idea basically that we have at most kind of like this idea for intel of them trying to grow tear business in certain areas that

are outside. brian spoke about this on the conference call about how they're trying to position themselves going forward. take a listen to what he said. >> we're encoding the prophetability of our pc business. at the same time, our investments in the data center, iot and spga rz paying off, with sophisticate combined revenue growth. these are purposeful investments that will position intel for years to come. >> the key here, guys, these are things, data center, also spga field programmable data rate. these are integrated circuits that engineers can use to kind of adjust their applications on the fly. all of those are growth areas. they are ultimately looking to be a big player in artificial intelligence, melissa will continue to listen to the phone calls. >> thank you very much, dom. >> three words -- >> these are there are 33 billion in acquisitions. they will not mix the next

shift. they were behind on possibly. they will be there for ai and autonomous driving and iot. to me this is 135, 136. 10 million buyback. i think you do this into the future. >> let's get a check on the other earnings movers. amazon hitting an all time high. microsoft is trading lower. those conference calls are now under way. we will hear from the ceos. cc drama is heating up as well. that's because the odds of a government shutdown just increased. it has something to do with health care. we will explain. much more fast money on this very busy night.

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go long™. ♪ . welcome back to fast money. lawmakers are racing the clock on two key issues reaching a health care deal before president trump's 100th day in office. hi, kayla. >> mellissa, the first priority the more urgent of the two. the house rules committee is meeting below to consider that one week short-term fix. funding the government and health care have become two issues entangled this week with democrats threatening to withhold their votes to keep the

government opened if republicans set a vote on health care this week. they backed away from that. the health care vote seems extremely elusive at this and

insurers want to stabilize that market by continuing the funding of obamacare subsidies t. white house this week offered an olive branch, at least to fund those in the interim. that was unclear after the president this morning tweeted about funding the government and called those specific payments bailing out the insurance industry. so increasingly unclear what will happen to those payment afc the month of may, but, melissa, in terms of having a health care win, clearly the white house wants that, speaker ryan says he is looking at 200 days. >> kayla, thank you. with health care back on the table, a new tax plan the next guest says get your portfolio ready for growth. brian, thanks for joining us from the conference. >> reporter: hi, lem lisa. >> is the donald trump aid gen zsa an investment for you in your portfolio? >> well, we try not to make any

moves in the portfolio until actually something happens. we are cognizant of the potential implications. we not make movements in the portfolios, knee jerk reactions to a 15% tax rate or whatever the rate shakes out to be. we'd rather wait until it's implemented. know what the actual strategy looks like and make decisions from that point on. >> in terms of your top picks, the war on ukraine, what are some of the common threads here? all three of them i believe have mostly domestically oriented companies. it stands to reason they could benefit greatly from any reduction in corporation tax. >> absolutely. i think in the mid-cap space, you wind up getting a lot of companies with reasonable valuations. all that have domestic focus. they're not these large multinationals that will be hurt by kind of foreign exchange and if you do get a tax cut, you know, a lot of the companies in the portfolios are trading at that 38 and 35% tax bracket. so any kind of a cut you get is going to be really significant

for these domestic players. i think you could wind up getting a nice little pop out of all of these companies that are consistent earners, because they are paying a rather high tax rate, at least more so than the multinationals. you can shell some of that offshore. >> it is relative to their larger brother. do you think some of that is priced in year-to-date, that is? >> well, if i look at the larger scale andly the about it. i think you have seen a rotation out of those large cap stocks into the smaller cap stocks. i haven't seen as much market participation as i'd like to see for the mid-caps. i think they have been reasonably valued this whole time. i think there is some room for them to move higher based on the pes in the portfolio for us. i really think that's kind of a sweet spot in the market that hasn't seen the participation that maybe it should. >> brian, thanks a lot for joining us. appreciate it. >> thank you very much for having me. we have certainly a lot of earnings, decent earnings season

shaping up. we got this d.c. agenda, which keeps churning. what matters? >> one of the things, let's talk about ukraine, if you were to look at the subindustries within mid-cap, the industrials are about to make new highs to the index, whereas big large cap industrials are still lagging. a lot of names and so, i mean, that is a particularly good pick. at least by my work. mission is their trade. few bought industrials, one week after the election, we are massively under performing. >> something like this is a company that i think has got good momentum. they have a strong business. ultimately, whether they benefit on that tax fund or not. this is not how i'm investing right now this company continues to show demand t. margins are better. that's the reason to be playing. >> the trump trade. we thought you mentioned u.s. steel down 27%. >> that supposedly had some sort of wilbur ross-trump put.

>> listen, i think the results we are seeing at these companies are good, they're on this trajectory anyway. they are seeing 14 sheets. not just here, globally. as far as the legislative agenda, a lot of this stuff comes increasingly important the further which get into 2017 f. we don't have this tax reform. these geniuses from goldman sax with 11 x 8 piece of paper with a tax plan that's supposed to get the economy going. our goal is 4% gdp growth. >> the market versus held. back to that question, did you expect anything yesterday? >> i don't think they did. they keep promising. at a certain point, we will have a stalled out -- what was that gdp. >> at a certain point. so far it's been enough. >> if we get points on the board, if we get success out of d.c. the in my opinion the market is fearful of going higher. there is more fear -- >> that's the problem.

i don't know what point is on the board. >> the put is people are if position. they're waiting. they want to get involved. >> it's a ween for the administration. all right. >> that could be it. >> the guy spent the weekend in the white house. >> it was very important. >> all right. let's check in on amazon and microsoft as we head to break. amazon is getting closer to the key 1,000 levels. the conference calls are well under way. julia boorstin is standing by. you are watching "fast money" on cnbc. first in business world wide. time's up, insufficient prenatal care. and administrative paperwork... your days of drowning people are numbered. same goes for you, budget overruns. and rising costs, wipe that smile off your face. we're coming for you, too. for those who won't rest until the world is healthier, neither will we.

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welcome back to "fast money". let's get to the rest of the earnings whip. julia boorstin is watching microsoft. judgmentia why don't you take it off? >> microsoft and nar zelly kicking off the call. they need progress the company has made t. way they are bringing their new tools to a range of companies and helping them change how they work. >> across all industries, organizations are looking to digitally transform ai and new natural user interface technology. increasingly, these organizations are turning to microsoft as a partner they can trust for the innovation and building their own digital capability. >> he talked about improvements,

office 365 and says the rolloff of change is off to a great start. and in the first full quarter, since the linkedin acquisition closed. they have microsoft existing tools, now microsoft and its partners better manage automatic parts of work and hiring. they also announced linkedin now sees 500 million users and the jobs platform has 10 million jobs posted with jobs and engagement. they talked about upcoming videogame consoles, the company is working on and said of the power lens augustmented reality products that they launched a year ago, more companies are using this technology. when it came to the surface tablet, nadella says it fell short and those sales down 26%. >> thank you so much. let's go first straight to microsoft, commenting, microsoft

is the biggest company by mark cap. >> right. >> we are now talking about it. such a busy night. >> we having will $2 trillion. thanks for doing the math. >> for you. >> especially for me. speaking of big numbers, for microsoft the fact that we are talking a windows miss, we're not talking about that as being devastating for the company tells you how far this company has transitioned their business. it's not that as far. so to me, again, a stock that's had a very strong run. there is nothing in these numbers, a slight miss possibly. >> a strong run, an under performer. >> sure. an under performer for the entire market. i'd much rather have a dynamic. whether it's buying starbucks or betting for new highs. we should be able to have something better than this. >> we will try. amazon at an all time high, maybe more dynamic in carter's

view. jen has been on the red phone, listened to the conference call so far, what are the headlines, gene? >> the big news, this is it, the locomotive retail growth is 24%, unchanged from the december quarter. they did throw out that line, they say every quarter, they will continue to invest heavily. some include drone, amazon go which is a brick and mortar retail and content. so what you see here is just a strong business and they're making it very clear to investors that they're going to be continue to expect margins to be depressed and revenue growth to be good. >> in terms of international, genes, did they comment on their international growth so far? >> they did. what they were highlighting were the opportunity in india. so international has been projected in line. but as far as the india opportunity, they mentioned that content is going down there. >> that is probably the biggest "x factor" as far as how international growth will play

out over the next year. >> thank you. we'll check in if there are more developments. >> would you rather? microsoft or amazon? >> amazon. >> who would you rather? >> it's the time frame. >> amazon. it doesn't matter, a thousand dollars, it's going to a thousand dollars, so you just do that, go to a thousand. >> it's hard to trade. >> well, green. >> you turn the lights off this. >> what about it? >> microsoft doesn't have a catalyst. would you rather. >> for am "son, another warehouse, a don't have? >> you come out investing half-ly. they say that all the time. that is their way of keeping the sale side a fake. keeping numbers, making sure the numbers and their expectation, because this company is hitting on all cylinders. it's a name. it's a must-own stock. >> because ultimately, they have been able to move the levers

around. it comes down to these guys need to continue t. investment content is something i realize netflix is not suffering here. ultimately. they are hell bent on dominating in this space. why do you doubt amazon's ability to dominate? so i would be concerned. >> would there ever be an opportunity for you to take and buy amazon? you have been very disappointed if terms of valuation. >> no, clearly not. when people talk about valuation, you have to add up retail, aws. you have two different dynamics. let me throw this dart. boom. at 140 times they can rationalize this. amazon is blowing the cover off the ball. they used the term locomotive. it gets to a place, where i want to see somebody's expectations dimmed and the pullback, something i would wait a long time. >> when you think of microsoft, you think of march. >> find a comparison.

>> quite slow. >> let's stick with earning, apple reporting after the bell on tuesday. what is the options market seeing within applied? >> well the options market implies about a 3.a% in each direction. remember, this is a stock earlier in the year who is trading at $110 be you, is up on average over the last four quarters. the stock moved 5.25%. it's had three 6% moves over the last quarter. that's a substantial market cap. they apply a $26 million move in either direction here. so, you know what do we do with this thing? you know, there are no catalysts with the stock. it doesn't matter. they upgrade a computer. they add some new content series or something like that. it's all about the iphone that's coming in the fall. i'm not a huge believer of this monster super cycle if they introduce this phone. if they happen to get it on time. it's a thousand dollars.

i don't think that's the thing to me what's important is this is a company that has $250 billion in cash. most are overseas. if they get that repatriation, that will be important to them. look at this chart, obviously, it's got some support that uptrend line here, i'm just expecting a move inline with the applied move, if it's down ten bucks, i expect people will buy it. >> what do the chartsz look like? >> apple determines how much it's outperformed things like google and microsoft. it's a stretch. whereas the others have those big basis for which they broke out tonight. alpha has been extended for quite some time. >> all right. like a little mini options a, here with carter and dan, actually the full show is going to be tomorrow at 5:30 p.m. eastern time. up next, one retail name just had its best day in over two years. >> that has done p dan saying it is the perfect one to buy. we have the name when we come right back. [pony neighing] what? hey gary.

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time for final trade, sam. >> starbucks plenty of support. 56, 57, there you go. >> carter thamplgsz for joining us on the desk. >> coca-cola defensive. >> starburks i'm taking the

other side on this one, i'm a seller here. >> under armour, squeezing the shorts. i think it sees 25%. >> thanks for watching. blue venture commands the red zone. see you my mission is simple, to my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach. so call me at 1-800-743-cnbc or tweet me @jimcramer. better than expected. better than expected. better than expected.