dollars flowing into yahoo! investors like that. [closing bell ringing] liz: as we close out the session, bank of america down 1 1/2%. of course they swung to a loss today when they came out with their numbers. the bells clang on wall street. the bulls took hold as soon as markets opened and never let go. look to see how stocks are finishing up. dow jones industrials at highs of session, a strong 161-point gain. nasdaq up 52 points, sanding at 4086. two days ago it was below 4,000. "after the bell" starts right now. liz: i'm just checking, waiting on ibm, axp. they're not out just yet. google as well and those will be googl shares. those are the a-shares.

we have chris hobart, hobart financial group ceo will tell haves to why he thinks it time to ditch sexy stocks. jim lowell, says fear sell something creating huge opportunities for those gutsy in the market. todd horowitz down in the pits of the cme. forgive us if we interrupt you when earnings come out. nice action for the bulls. >> a lot of very bullish action. last couple days we came down. nasdaq and russell are down to the 200-day moving average. we popped up both of those. volume is very light. like easter holiday started already. nobody is talking about, we have options expiration tomorrow. that could create a lot volatility without many traders down. i think a lot of people have taken off the rest of the week. rich: chris, what are you looking for when google is coming out here? parse what investors and where it goes from here? >> when it comes to google, we're really thinking that

google obviously is going to perform well. we're seeing that investors still see a lot of upside with google. definitely a buy from our position. liz: let me just tell you, that as we parse the numbers for google which are out right now, the stock is falling precipitously from its close. it closed at $563 a share, trading in the after-market now at $534 a share. we'll not give you numbers just yet. we want to make sure the numbers are clean here. the expectation going into the closing bell was $6.41 per share. $15.54 billion. let's see how they did. cheryl casone has them at the breaking news desk. >> liz, we're looking for $6.27 earnings per share. the estimate was for $6.41. so they missed on earnings per share. want to be clear. revenue, expectation, this is late-day revenue expectation, 15.54 billion. they came in at 15.42 billion.

seeing missing on earnings per share, liz and missing on revenue. the stock is down about 5% right now. it started to fall immediate, liz. you saw that there in the sued yo as we saw it in the newsroom. the stock is trading down. average clock per click decreasing by 9% over the first quarter of 2013 this is one of the big things, liz, we were looking at obviously for google was cost per click. that is something that the street will be looking at as well. net loss from discontinued operations in first quarter. pretax adjustment related. let me go through some numbers. send it back to you in the studio now and we'll parse through these. liz: cost per clicks decreasing approximately 9% over the first quarter. >> right. liz: you know, folks, cost per click matters because it measures what advertisers pay when people click on the search ads. and quite frankly, you know, google's search engine is a metric investors watch extraordinarily closely. todd horowitz, looking at this,

the stock is continuing to fall, around the bid, $529. the last trade was 563. ask is at $531. >> you know i think this is a pretty bad miss for google and cost per click is also pretty bad. this is really unusual an unexpectedly bad report and really on lowered expectations to begin with. this could really signal a real problem in the overall tech sector. the nasdaq has been very weak other than today and last couple days. it has been very weak the last couple weeks. we could now turn this around and go back to the 200-day moving average and maybe take it out. this is a pretty severe miss i think. liz: jim lowell, let me bring you into the conversation. does this become some type of bellwether for rest of internet stocks? technology, google is on technology tear. google glass came out for the first time what do you think. >> liz, you pointed out the fact that google is a bellwether

indicator of advertising spending and the ability to generate revenue from it so the miss definitely correlates with a slowdown in advertising or at least the slowdown of google the ability to profit from it. one way or the other it is not great news but net-net i think google is in a great position to grow through acquisitions and shore up whatever the current near term issues are impacting its bottom line. it is simply too ubiquitous to disappear down the sell be tube in any manner i think. liz: let me get to this before i rich edson asks another question. the paid clicks up but the cost per click down. paid clicks same quarter year over year up 26%. rich. rich: i want to get into migration going from regular pc, from internet browser into apps. we have, before we get to that, american express. cheryl casone. >> we're getting american express out. we're looking at a miss for american express.

that stock is start trend downward. the estimate was a buck 30. came in at buck 33. they came in and beat on that one but the revenue look as little shy at first glance. i'm going through the numbers more particularly. we're looking at the stock. now first quarter, revenue, rose 4%, to 8.2 billion but again, 8.2 billion is not 8.36 billion. that is the number we were looking at. also looks like expenses were a little high here. loans and card member spending did increase. that is good. you have a very affluent customer that is using american express. and -- liz: cheryl? >> member spending up 6%. liz: there you go, you just got to it. the card member spending up 6%. by the way that was globally. i'm just wondering if that is a disappointment too? >> card member spending for them, certainly as you see the economy pick up one thing with american express we really wanted to see, 60% of the revenues coming of course as you know, liz, from the transaction

costs at the card company, those transaction fees for merchants. if you see more spending for the company that's a good thing. at the same time they did announce that share buyback last month. that is something else we were looking at. watching the stock move and it is just down a little bit but, yes, globally card member spending up 6%. i think that is a positive. again the stock is only down 1% right now. so we're seeing a little bit of movement on amex. rich: let's go to todd right now. todd, what kind of reaction are you getting in the pits from this. >> right now we're kind of hanging near the highs but when you overleak and look at american express, this is again kind of a scary little miss here. it is not huge but again we're missing on the growth and more use for the credit card and the card, because more businesses have to use them to get money because they don't have easy access from the bank. so a lot of people are using the american express card as almost a line of credit to borrow money with. that is disappointing -- liz: go ahead. >> i read it the opposite way. i think what we're seeing

american express, bellwether indicator of both small business spending and i don't just don't think high income consumer spending but even main street consumers are using american express. if the number is up 6% globally and that is somehow disappointment in terms of consensus estimates. it is not fundamentally disappointing. that shows slow growth, no growth mode especially in the u.s. i think it's a good number. the street reporting google, ibm, american express, the american express is one i focus on because it is a true global bellwether. rich: we'll go to cheryl casone. we have ibm now. cheryl. >> we do, guys. we're getting ibm numbers. the stock actually trending downward just about 1% right now. looking at the bid ask. ibm revenue coming in at 22.5 billion. so we did see a miss on revenue for ibm. as far as earnings per share, that actually was on par with the estimates, 254 a share for ibm. quarter and services, there was

a backlog of 138 billion there, up 1%. they are reporting some currency adjustments. we saw that in the last quarter as well. some currency fluctuations an issue. by the way first quarter americas revenue, 9.6 billion and adjusted earnings per share again coming in at $2.54. that was on par but parsing through ibm's numbers and the stock is under just a little bit of pressure as you can see guys on your screen. ibm, liz, you know this very well, it is all about the cloud computing and they have been really trying to catch up with cloud computing that's something i will kind of look through it, the press release and come back to you. liz: they have been shedding their hardware business for a long time. chris, you want to give a thought on ibm? >> yes, i think that's the key. obviously they were late to the game when it comes to cloud computing. their hardware business and also service business has been what they built their reputation on. they're a big dinosaur and unfortunately they have been late to the game but, we did see that they had 69% growth in

their cloud computing last year. so that does tell us they're making a strong stance towards that but fact of the matter is, ibm kind of disappoint something not that big of a surprise when it comes to, when it comes to their position. they have had seven quarters where they have pissed earnings growth. liz: yes they have. >> it has been rather pitiful. you can see that the executives bypassed their annual bonus in 2013. obviously these are not signs of a healthy company. ibm has definitely got to make a very quick, very strong stance in the cloud computing world. my fear with them -- liz: chris i have to interrupt because we want to get your picks. you like energy, why? >> we like energy because headwinds for natural gas are going away. epa in the current administration don't seem much of a factor. we think over the next decade that will be a big play in the

u.s. market. they are beginning to exporting liquid gas which will be phenomenal. two plays you can look at that can be strong plays, one would be whiting petroleum and the other noble energy. noble energy focusing mower on the drilling, whiting more on the exploration. pairing those two together you have two very strong companies. you have strong insider buying from those two areas and profits are phenomenal. whiting petroleum is strong in the bracken area as well where we see a lot of profits in the natural gas area. we look at big industry as well. ups, waste management. they're converting their fleets to natural gas. nitrogen fertilizer uses natural gas. this is a great play. again short term and longer term going forward. liz: great to see you. jim, we'll put your picks. we're running out of time because of all earnings. we're running out of time and put them on facebook.com/afterthebell.

thanks, jim and todd. we'll see earnings and how s&p futures meld together when they close. rich: internet giant google reporting earnings moments ago. the stock falling more than 5% after-hours. we'll dive into the numbers around following these numbers which is a better buy right now, google or yahoo!? liz: while general motors struggles with those massive recalls, a marketing disaster and an underperforming stock, ford running on all cylinders running off its best march in eight years. the automaker setting sights on the new focus, focus car and 50th anniversary of the mustang. we're talking to ford chief operating officer mark fields from the new york auto show. you can't miss it straight ahead. rich: don't look now, oil prices are gushing hitting six-week highs. will prices keep rising and how can you get in on the action? a top analyst weighs in. ♪ ♪

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liz: now the s&p futures are closing. right now we go do toodddd h hoz in the pits of the cme. interesting to see what these numbers look like. >> they came off a little bit at the end, liz. about four or five points they sold off. everything depends on tomorrow's expiration. it will be a quiet day but expiration could create a lot of volatility. bond an financials close

1:00 eastern. the rest of the day could be a little wild going into expiration going into easter weekend. liz: a little wild and you know thin volume what that means. todd, thank you so much. rich: ibm reporting earnings just a few moments ago. liz: let's get right back to adam shapiro. he is on the floor of the new york stock exchange. all of these names were moving pretty dramatically. >> ibm right now in the after-market, down 2 1/2%. let's go through numbers, earnings per share, $2.54. that is what the street was expecting. revenue was a miss. revenue came in 22.5 billion. street was expecting 22.91 billion. they took a hit like again in the other quarter. asia, pacific, china, revenue down 12%. asia-pacific, revenue was five billion. last time they reported in fourth quarter, it was down 23%. they still go down there, in europe and middle east, revenue 7.6 billion. first quarter, revenue in the americas 9.6 billion of some of the things they're talking about is their strengths. they had $870 million workforce rebalancing charge against their

revenues and profits. of course they had a gross profit 46.7%, up 90 basis points. liz, rich. liz: good to see you. rich: thank you, adam. google earnings out just moments ago. shares are falling more than 6% in after-hours trading. >> these disappointing results following a blowout quarter from yahoo! yesterday. we want to bring in top analyst, david garrity. david, miss on both the top and bottom line. the per click issue. tell me what jumps out at you. >> per click paid issue, up 26% year-over-year price paid per click, thanks to mix was down 9%. what we're running here with google, the fact as you've seen internet users migrate toward mobile devices the other question, then the pricing on search ads on mobile devices nowherere e near as -- liz: let me interrupt you. you're just simply saying that people who are working off smartphones and mobile devices don't, in fact they click on ads

on that way less than they would if they were sitting at pc or laptop? >> no, the more is point is actual cost delivering service ads. liz: got it. >> less revenue for the company, whether you talk about google, microsoft, bing, talking about yahoo! rich: both sides of the coin here for google. owning android. but on other if you're using browser on pc you will get more per click. what is the future look like for this space on them? >> more users will go towards mobile devices and extent you bring in more internet users in, developing markets, who over time will be majority of the people on the internet, the argument here, against the sort of weakening mix of revenues, you know how will google try to maintain the profit margin. all that said, google still amongst the names we think most attractive if you want to have exposure to search and certainly terms of it level of innovation,

google provides they certainly lead many, many other companies. we think this pullback will actually be a good buying opportunity for investors. liz: you heard it, folks, a buying opportunity. is it fair to ask the question, are they trying to do too much? they have got driverless cars, google glass, they just bought titan aerospace. they are doing a lot of different things. moving wrong with that sometimes when you get away from core businesses it tends to get a little muddied. >> in terms of areas where they are going to be innovating think think potentially provide great expansion over time in terms of the addressable market they will be working with. i think they're all good investments in terms. future. one thing we level against a lot of companies in the u.s. over the last several years primarily taken excess cash and use i had it to buy back shares instead of making investments in the future business growth for their company. we can't fault google on this we could fault a lot of other companies. rich: david, you alluded to this a little bitterer. you said it is buying opportunity for google into this mix. what do you buy, google or

yahoo!? >> obviously short-term trader what you're buying yahoo! for basically expectation how strong the reception will be for the alibaba ipo. yahoo! owns 24% of the alibaba. speculation we'll get the ipo filing come monday of next week. question for yahoo!, once you sold out for the interest with alibaba what is left for company? they only started growing revenues yahoo! on year-over-year basis this most recent filing and sub5% growth year-over-year. google is still growing revenues at double-digit rate and still dominates their industry. you can buy yahoo! for trade and long-term investor and want core holding, google is your name. rich: david, thank you very much. >> thank you. liz: a waying opportunity. $33 less than it was at the top of the hour. we need to talk about ukraine. tensions escalating there. oil prices rising. is this crisis driving up fuel

prices for you and companies that use it? coming up we're finding out what's behind the recent run-up in crude oil. how long could it last? rich: samsung and apple dominate the global smartphone market right now but could a new phone with 3-d technology overtake them? we have a sneak peek at a the potential game-changer straight ahead. ♪ [ laughter ] smoke? nah, i'm good. [ male announcer ] celebrate every win with nicoderm cq, the unique patch with time release smartcontrol technology that helps prevent the urge to smoke all day long. help prevent your cravings with nicoderm cq. that helps prevent the urge to smoke all day long. predibut, manufacturings a prettin the united states do.

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i'm taking off, but, uh, don't worry. i'm gonna leave the tv on for you. and if anything happens, don't forget about the new xfinity my account app. you can troubleshoot technical issues here. if you make an appointment, you can check out the status here. you can pay the bill, too. but don't worry about that right now.

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and world's best-selling car and automaker celebrating the 50th anniversary of the iconic mustang car. our own jeff flock speaks with ford's chief operating officer mark fields. he joins from us the new york auto show. jeff, you owned a ford mustang. you had to have, right? >> you know, i buy all junk cars. so no, i never had enough money to get a mustang. i had a dodge core net, 1965, was a beauty. didn't sell as good as this one. america's best-selling car is the toyota camry there. i have bob carter here too. you see all kind of great executives at auto show. bob, good to see you. we talked to mark fields earlier. look at the pictures from the top of the empire state building. bill ford put iconic mustang on top of the empire state bidding. i talked to mark fields and that and other issues. >> the mustang is heart and soul

of the company. it represents our company at its best. and, it really helped when we launched mustang to instill the passion in driving here in america. it was a sense of optimism and freedom. it sill lives on today. so every car company has this emotional core and for us it's mustang. >> i i want to walk you down beyond the emotional core, not that we want to, you know, say anything negative about this one we'll see right now. not as exciting as mustang. >> it is exciting jeff. >> you sell a whole lot more these. >> this is the new focus we'll be launching late they are year. >> you sell more of this car than any other car in the world. >> is best-selling car in the world for second year in a row. sales were 8%. china is our biggest market for focus. we're taking focus. we're getting more sophisticated interior, exterior designs. we have new power trains and more technology and improvements

in ride and handling. >> before we get away on the news front, mpgs on the new truck, f-150, when will these come out do you think. >> later this year. as you expect this will be the most fuel efficient f-series we ever produced. >> lastly your competitors not having a really fun time of it right now but sort of puts the focus on recalls. you had pretty good luck with those lately. not too many of them. in terms how the it borks at ford, anything thaw changed, anything you learned from what happened to gm thus far? >> whenever there is recall in the industry we have a routine process, listen do we have same design of a part, supplier, et cetera? the case of gm with the ignition we don't of the we have at the same time a great way of evaluating our processes. we always look for improvements on that but we're confident that we have the appropriate current methods to identify and then quickly address any potential vehicles. >> do they go far enough up the chain to the executives in terms

of recalls? i know you want to leave that in the hands of the experts right? you don't want mark fields to be deciding ever recall because you want experts to do that? >> you have to have a culture which encourages obviously raising issues which we do and you have to empower people to make decision. i think our track record is pretty good in that regard. >> somebody who knows something about recalls, and i could ask you about that, bob carter, but actually i'm going to ask you about the best-sell car in the world, mark fields saved it was the ford focus. what do you say? >> well i think it is sort of a, might be a little bit after silly discussion right now but, we've done our own calculations and, what apparently the issue is is, how vehicles are named. across the globe corollas are called axios. >> but they're all corollas? >> it is all corollas. a matter of grade. we were up all together up

300,000 a year. >> point and counterpoint on fox business network. i love bob carter's perspective. america's best-selling car, no dispute on that, camry, us why unveiled here at auto show. >> what is the best car to get out of being stuck in the mud? i know you know this one, man? >> you're real, you and jason are really busting my chops. rich: it was on live tv, buddy. >> did get stuck in the mud but a jeep pulled me out. i'm not making anybody happier. i'm standing in middle of toyota. ford mad at me. jeep pulled me out. what can i tell you? rich: thanks, jeff. addollars making their way from the big screen to the small screen. advertisers are spending more online than on broadcast tv. so how can your business make the most of your ad dollars? and, while the world was focused on the tech meltdown, oil soared, crossing 103 bucks a barrel. the oil sector hitting a new 52-week high. will it continue and how can you

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investors have been paying attention to market volatility. the technology selloff, the biotech selloff. but guess what? while you weren't watching oil, it hit a six-week intraday high of $104.99 per barrel. today, seven oil companies in the energy sector hit 52-week highs. what's causing the rise in oil and will it continue and how can you play this rally? joining me now, raymond james energy research analyst. great to see you. classic while you were sleeping or at least watching biotech and tech stocks oil suddenly made this run above $104 a barrel. i want first the macro picture. is this all ukraine or is there something else at work? and we lost. we've been having trouble with that shot. in fact in the commercial break we'll try to get it back. we can certainly put up crude oil at the moment. it is below $104 a barrel.

it is $103.78. we'll try to re-establish with pavel. he has strong thoughts and strong oil buy names. let me send it to, pavel, can you hear me? >> yes. liz: excellent. macro picture, what is causing the run-up? can we blame the whole thing on tensions in ukraine or is there something else at work? rich, thank goodness i have a part-time comic next to me. we'll tease and try to establish this picture more strongly? rich: sorry about that. it could be a turning point in the battle for ad dollars. the fight between internet and broadcast tv. coming wow! talk to a mark connect guru to find out whether shift could change the advertising landscape forever. in fox bus exclusive inter-- fox business exclusive interview with one of silicon valley's most famous venture capitalists

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♪ ...work with equity experts... who work with regional experts... that's when expertise happens. mfs. because there is no expertise without collaboration. liz: smartphone wars could escalate in coming months sharply. why? amazon smartphone is reportedly in the works. you guessed. one tech blog grab ad shot. it claims to have the first pictures of the device. here it is! absorb it, suck it in.

here is a picture from bgr. it one have not one, not two, but six cameras. okay, jeff bezos. that will produce 3d images without requiring the user to wear the wonky glasses. amazon has not yet announced the product. google is working on druptive technology. this is phone, look at that do it yourself to let users swap outphysical components, like lego bricks without going to a store for help. that phone is expected to go on sale in january of next year. get this, it will cost, everybody sitting down? $50. >> what? >> the first era phone will be gray with expectation that users will customize them themselves. ripping off the moto x concept. rich: what was that? the first phone looks like a phone.

>> like that. rich: for the first time ever advertisers spend more mon on online ads than tv. is it time to follow the trend to put your ad dollars work online or is there still life in traditional advertising? liz: let's ask mark stevens. msco, ceo and founder, author of the book, "your marketing suckses." first time ever, advertisers spending more online than broadcast. putting that aside, what does this shift really say and mean? >> well i always looked at it as a choice between cool and cash. you have media buyers and account executives, et cetera. and it is just cooler to buy online. when you look at purpose of advertising, dominate a particular geography or space or vertcan, i don't think you can do better than on traditional tv, radio, et cetera. i still think it is the best. when you talk to clients in my firm and at, as you look at

industry in general, it is cooler to recommend an online campaign. i'm not saying online doesn't have value and ability to reverse engineer back to the metrics is very important but you can't do like a fedex and dominate a market in any other way but tv. rich: are you seeing different types of businesses graph toward online than tv -- gravitate. are you seeing a split who is advertising on which media? >> this is conversation we have every day with our firms and our clients. we're one of the few marketing firms that spends millions of dollars of our own money for ourselves, dominating a space which is the new york market. but whenever you talk to clients about advertising online, all they're all excited about it. when you talk about traditional tv, well, you got to prove it to me, et cetera. you don't have to prove the other thing to them. we have that battle awe the tile. we fight them because we're in the business of generating return on investment and growing sales, not showing how cool we are. liz: les moonves and chase careys of the world would be

thrilled what you're saying because we're in the broadcast business. what about auto guys traditionally spend money ex recessions on marketing? where do they find best return on ad dollar spent? >> they don't measure them liz. they don't measure them enough. they will tell you they do but they really don't. the true ability and desire to measure metrics versus aesthetics and cool factor of online advertising, i mean i wrote your marketing sucks because i think there are so much aesthetics in marketing. they tell you they measure but they don't. they tell you how many impressions and how many clicks they got and hough face time but can't tell you how many cars you sold from it. liz: cars they sold. >> but you can infused with creativity. you look how many times you actually bought something important on your phone. probably zero, zero. or one, two. liz: i go on or an ipad or tablet. >> that is from email you get from a store that you do business with. liz: yeah. >> just an ad popping up

somewhere, you probably not responding to it. rich: clerk on an ad buy a product from the ad is what you're talking about? i've never done that. >> that is the cool thing you're supposed to do. >> right. >> but there is better than they own your brain. i know it myself. i have spend millions of dollars on tv and radio myself. rich: is it continuing online? will we go this way from here or going to continue. >> it will continue, take facebook advertising for example. i find for the most part doesn't work. so people are going to find it is not working. rich: so it will flip again. >> facebook engineered an advertising model to push their ads into mobile that's great from an engineering perspective. from a business person's perspective i want to sell stuff. and if you're not selling stuff it doesn't work as well. liz: what is, le's goat to substance. what works now. what kind of ads? personalized ads? sonic came out with guys on tv schmoozing with its other in a car. that seemed to really work for some people. >> liz, you don't know if it

worked for the cash register. liz: it works for the stock. >> if works for the stock an monetized it is great. work for the stork proctor & gamblely working for revenues. to me only advertising that works is provocative advertising. provocative cover as pretty big water front. it can be sexy. it can be very funny. it can be dramatic but you can't do banal committee approved advertising. nothing ever, white bread. nobody will pay attention. i mean, our sponsor, my company, people get teed off at them but they respond to them. so you've got to do that, no matter what you're marketing. the things we go through sometimes when we show clients what we want to say, oh, you can't say that. you either say that or no one is going to buy. rich: mark stevens, thanks so much for joining us. >> thanks so much. liz: it wins according to mark. let's tray this again. we promised you great ways to play the booming oil market. let's bring back raymond james

research analyst pavel. we re-established with you. thanks so much for being parish. oil crept up above $105 a barrel. certainly impressive. of. sort of the macro picture what is the heart of the jump in oil? >> it is not ukraine to be clear. it is wti, west texas crude that reached 105. interestingly enough, the price of brent, which is the global benchmark which should be responding to the ukrainian crisis, that has been actually very stable. so it is really a dynamic between wti and brent. the spread which got as wide as, you know, 20 buck as year ago, has now converged to about $5. so we think it will widen back out as the year progresses which would put pressure on wti but there's no question for now, it really has been surprisingly strong. liz: okay. you finally really articulated that well. we also noticed that refinery

utilizationings because we're not building new refineries in this country. some are breaking down. you've got to fix them again. it suddenly climbed, that number, to 88.8%. that stunned a lot of people because certainly with more refinery capacity we might see the price come down. we are slightly down from those highs after the session but, what does that really mean for rbob gasoline as it becomes part of the whole energy picture? >> well refining utilization is creeping up, has been creeping up since the winter that's a normal seasonal progression. generally speaking we're going to peak in july and august, that is really the heart of the summer driving season. maybe 93, 94%. and then we'll come right back down towards the winter in the back half of the year. so i wouldn't read too much into this, you know, this one weekly move. liz: okay. >> what i think is interesting, is that even though crude inventories have been building,

the price of wti as you said, has been surprisingly strong. we're not expecting that to continue. we actually see downside in wti particularly, heading into the back half of the year. we think that spread could get to 20 bucks by the time 2015 rolls around which is great news. liz: great news for consumers certainly. let's get to the two picks, pavel. you like chevron and occidental petroleum. what is the nugget here with these two names? >> first of all, neither stock is at at 52-week high. liz: good. >> so you're not, they have not run away from anybody. liz: good. >> both stocks are yielding now over 3% in the case of chevron, you've got probably 10% dividend hike coming up within literally days. both companies are heavily levered to brent crude, not wti. this is important as i said. we're looking for pressure on wti downward over the next 12

months. you want to be overweight companies producing brent, the global benchmark. liz: okay. >> which we think is going to be significantly stronger than wti in the back half of the year in 2015. liz: glad we got it all to come together. thank you so much. >> thank you. liz: rich? >> from facebook to twitter to zynga, an address son horowitz cofounder, ben horowitz is one of the top vc giants in the tech world so what is he investing in now? we talked with our own deirdre bolton earlier today. liz: haven't got caught up with the latest episode of "game of thrones" and your facebook friends and spoiled the storyline? maybe help is coming from an unlikely source. we help you

up. a short word that's a tall order. up your game. up the ante. and if you stumble, you get back up. up isn't easy, and we ought to know. we're in the business of up. everyday delta flies a quarter of million people while investing billions improving everything from booking to baggage claim. we're raising the bar on flying and tomorrow we will up it yet again.

even when we cross our t's and dot our i's, we still run into problems. that's why liberty mutual insurance offers accident forgiveness if you qualify, and new car replacement standard with our auto policies. so call liberty mutual today. and if you switch, you could save up to $423. liberty mutual insurance. responsibility. what's your policy? rich: with tech titans like airbnb and zynga and twitter in his portfolio, ben horowitz sits on top of the venture capitalism world. liz: at the very top. risk and reward anchor deirdre bolton. >> thank you very much. liz: you got exclusive interview. >> i was really psyched that he came in and gave us the time. as you said, he really is at the

top of the vc world. so i spoke with him, listen he has decades under his belt as an entrepreneur himself. also an investor. i spoke with him about leadership. i don't know, when people talk about leadership, my eyes glaze over. leadership. highs some good insights, i asked him how basically his perspective changed being at the top. this is what he told me. >> the hard decision are ones where there is not a good answer. you will go bankrupt or have to lay a lot of people off. like a successful person does or straight-a student does or good ceo. you have to be able to make that decision. laying people off is way better than going bankrupt. >> he talked about how life is different than mba class and studying and by the book. obviously in a live business it is organic. sometimes he told me you have to make a decision between bad and

list bad. i love what he said when you asked him about employees starting their own company because they were terrible employees. he highlighted steve jobs. >> yeah he did. he actually made me laugh. when you hear his description of steve jobs, that probably wasn't going to be somebody that would get normally a model employee award. ben said he was one of the most legendary and innovative employ sees. >> one of the worst employees, steve jobs. he didn't take a bath and come in high all the time. one of the greatest ceos ever some that is comical. >> all kidding aside a lot of visionaries and entrepreneurs they told me hone they list i'm unemployable. thank god i can start my own business. i don't have a personality that lend to be in corporate america.

is hard to shepherd and focus all of that energy if you are the ceo of a tech company. liz: you can see the entire interview on foxbusiness.com. deirdre, thank you for being on the show but also on the fox business team. cleared doctor bolton with ben horowitz. have you logged on to twitter or facebook and had the end of your favorite show spoiled? there is way to stop that from happening to you again. we'll talk about that. rich: how they drones moved from instruments of war to champions much commerce but drones as artists? the story next. ♪ all stations come over to mission a for a final go.

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you really love, what would you do?" ♪ [ woman ] i'd be a writer. [ man ] i'd be a baker. [ woman ] i wanna be a pie maker. [ man ] i wanna be a pilot. [ woman ] i'd be an architect. what if i told you someone could pay you and what if that person were you? ♪ when you think about it, isn't that what retirement should be, paying ourselves to do what we love? ♪ >> let's go off the desk are, graffiti artist has developed a solution tolisque mark in hard to reach places by using

drones. showed off his spray paint wielding drones, at the silicon valley contemporary arts festival last week. he controls the drone with a remote control and the drone's movements are stifled by need to stay aloft does give his work a more abstract look. >> also off the desk. there's nothing worse than getting the latest episode of game of thrones spoiled by google's tweet. you can banish spoilers on twitter and facebook for good. all you have to do is type in key words you don't want to see mentioned and silencer will hide statuses or post them that have to do with them. don't get too comfortable with this. the chrome add-on filters out spoilers on twitter and facebook, you have to be cautious on other sites, turn off twitter and don't look. >> the number one thing to watch will be google and ibm, both stocks down 4% following earnings results.

google results dragged down by continuing decline and how much advertisers play for click as users switch to smartphones and tablets. it could affect the dow tomorrow. have a good night. willis is next. gerri: hello, everybody. i'm gerri willis, right now on "the willis report." will this be the year for the job market? positive signs to report, does it mean a real turnaround? also it's finally spring, and americans are firing up the grill. but the backyard barbecue will be a lot pricier this year, and wouldn't be spring without allergy season. grab a tissue, we're about to get hit with a pollen vortex. we're watching out for you on "the willis report." a question you need to ask yourself tonight. do you know if your financial adviser has a rap sheet? assault with a