make money. intel which is reporting later today, micron, western digital. [closing bell rings] companies continue to go along those lines. in social media world, twitter, at 17 you should be buying. people gave us a lot of hard times. liz: steve, there goes the bell. thank you for your great ideas. what a difference a day makes. "after the bell" and intel, more earnings. connell: what a difference the a day makes is right. dow was down 600 plus yesterday. look at this. the s&p soaring into the close today. the nasdaq, we'll see how we settle in. looks like the biggest gain since march, following the steepest loss in more than seven years. if you think about it, not to take credit ourselves but results we reported on this program yesterday. melissa: you are taking credit. connell: sort of, behind a lot of today's rally. imalso making a larger point. we have some huge earnings reports coming out here any

second that could be big mover in terms of markets tomorrow. let's get to it. we have a lot to cover. i'm connell mcshane. melissa: don't go anywhere he is trying to say. i'm melissa francis this is "after the bell." gerri willis live on the floor of the new york stock exchange. >> wow, wow, what a day. we end up 401 point up on the dow jones industrial average. up 1.6%. as you mentioned it was higher earlier. we started to go in the wrong direction. i'm glad the market closed. subpoena 500 up 1.87% and the nasdaq on fire. talk about some winners today. these are stocks reporting. microsoft leading the dow today. this stock reported last night. a really great earnings report, topping wall street expectations on bottom and top line. their azure cloud results, this is their cloud results doing very well indeed. the business up 76%. the rate of growth is actually slowing because it is so high it is hard for it to keep growing at that level.

other sector, intel, this company reporting later today. we're looking 14% gain on the bottom line. 12.2% gain on top line on revenue. this could be another earnings blowout. should be good for the stock. it is trading higher coming into that. visa had a great report. who thought that was going to happen? this is the largest u.s. credit card network. they had double-digit increases in the number of transactions and payments processes. i got to tell you this, is kind of stuff, the type of stock, payment processers that people are trading into to get out of technology. stronger levels of consumer spending helping the stock. earnings of $1.23 a share. it has been some day down here. traders tell me what they're looking for, are bargains. they're buying. it's good news, finally. back to you. melissa: gerri, thank you so much. let's bring in today's market

panel. adam lashinsky, "fortune" magazine editor, jason rotman, lido isle advisors president. jason let le start with you. what do you think of the rally? >> i think it is good news. i pointed out that the market would fall into the 26 hundreds, that was huge institutional level i anticipated buying w that said we have broken a main are uptrend line. i'm a technical charter as you can see. i don't see us making new highs. however i think we'll stablize around here. it could be a lot worse. we're doing okay. earnings are good. melissa: are you adding to your position here? if your prediction comes true do you feel like you want to buy or no? >> no, i'm not necessarily selling. i think there are some individual stocks that represent a much greater opportunity than passive buy and hold the index. melissa: adam, what is your take on what you've seen here today and the reaction to earnings? >> i listened to jason remind me of my days with gary b. smith,

gary b. smith listening to his charting stuff which i could never quite follow but i'm fascinated about it. today this is all about microsoft this company is doing extremely well, making a ton of money and growing. who would have thought microsoft would grow like this. i'm scratching my head why these stock geniuses were so upset yesterday about the market. all they needed was a little bit of good news. melissa: speaking of good news and earnings, amazon is reporting third quarter results. let's go to susan li, is it good news? >> a mixed picture for amazon. bottom line beef, profit came out way ahead of estimates. $5.75 is the earnings per share. estimates were for $3.14. revenue came in a bit light. americans i -- hence the stock s hit.

$1.7 billion revenue. 56.6 billion what we got for amazon in the quarter. it has been about the cloud. amazon web services has been the big revenue driver. this is a beat. 6.69 billion for cloud growth. higher than analysts of 6.771 billion for the quarter. advertising this is new stream for amazon a lot of people are looking at, high margin revenue what they're looking for. advertising came in twice the amount expected by analysts for the quarter, 2.4 billion what they made for advertising, higher than the 1.1 is billion we had expected. back to you. melissa: i'm looking at a different number for the cloud, that 6.67 billion. maybe that is where the discrepancy is -- >> i see 6.679 billion what they made in the quarter. what they made, right. the estimate i saw was 6.7.

connell: some analysts had 6.7. might be a little might. might be. melissa: i am looking for a way to explain why the stock is reacting. >> revenue miss. bottom line beat. top line miss for the quarter. adam and jason are back along with russell holly, russell, what would be your reaction and what would be your first question on the call? >> the biggest question i haven't heard anything about yet how amazon's retail presence is doing. one of the big things happened this year, infusion amazon into whole foods, how that has been working out. we've seen a lot of positive things from amazon in the cloud and we've seen a lot of positive things for amazon with advertising especially with the report of advertising coming from google. that retail presence is still important to amazon. connell: one of the things we're looking at, jason, on the screen, the stock reaction. amazon ran up a lot today into its earnings. it was up in the regular trading session somewhere around 7%,

right? so there was a lot of anticipation leading into this report but a couple things. first of all susan hit on the top line miss. we understand that, a little bit light on revenue. maybe even more important or just as important, jason is that the guidance looks like. fourth quarter guidance looks like a little bit below what we were expecting, more importantly what analysts were expecting. with all of these companies, you're always thinking about the future here. and maybe is surprising to people. you're actuals expecting best from amazon. looks like they guided a little bit light here. >> they are still the 800-pound gorilla, they're the one trillion dollar gorilla. with that being said someone mentioned microsoft's azure. amazon is not a monopoly. there is competition. my question is where is the next one trillion coming from. you can only sell so many books and broccoli and kale at whole

foods. one thing i think is a huge untapped territory, time will tell, digital advertising within their platform. i think that is nascent category from amazon. i am excited for that. that will take a while. melissa: adam, let me ask you, they jumped in the cloud very early. a lot of focus on their cloud as well. is there a point where we're saturated on the cloud? do we all keep creating more and more data and there is sort of infinite amount of space and storage needed in the cloud. you're the tech guy. tell me how to look at that? >> shortens is the latter. massively froing business. doesn't mean it grows forever but grows a lot for a long time. there will be competitors not like microsoft but hp and whoever will try to get a piece of that. they have a very large device business feeding into their

retail business, that would be very interesting to hear how that is doing. are they guiding light on revenue or earnings? connell: i was thinking the same thing, adam. i have to look at that just getting in our ear they were. two things, adam, not to jump on you, look at alphabet, google's parent company. its stock is trading down after-hours because its earnings came out. deirdre bolton is on that joining us from the newsroom. a lot of these tech stocks are trading off. what happened with alphabet? >> same story you were talking about with susan, with amazon. you had a very clear beat as far as earnings go. i give you figures. earnings of 13.06 a share. wall street was looking for 10.42. a very clear beat as far as earnings go. the problem though is with revenue. consensus estimate were for sales at 34.04 billion. 33.74 billion is what alphabet google posted.

sales numbers do include traffic acquisition costs. that is the money that google pays to apple and others to be the default search engine. trying to go through some of these numbers, figure if they were not generating a enough business in that way? also waiting for the cloud figure. google doesn't always break it down. credit suisse says cloud should generate 1.34 billion in revenue. i'm not sure if that is a short fall. we know the story google's cloud business still does lag amazon web services and microsoft's azure. some total, beat on earnings, disappoint on sales. connell: stock trades down. stock trades down. melissa: jason, same story, what do you think about that, coming in with top line revenue that's light? >> it just occurred to me as the other folks were speaking, what if everything is perfectly priced? what if alphabet is not spoused to be at 2,000 tomorrow?

these stocks have run up significantly of course since 2009, but even in the past 24 months, that you know we shouldn't be shocked to see numbers come in a little light. there has been tremendous breath. so it is not bad news what is happening today. it is not a huge surprise. melissa: adam, do you agree with that? >> sort of, the reason i asked if they're guiding light on revenue, amazon, same thing would be true for alphabet, if they're guiding light on revenues, it is kind of bad, the business is not growing as well as they hoped or street had hoped. if they're guiding light on earnings, it suggests they're investing heavily again. especially with amazon, that is typically a good thing for the long term, not for the short term. melissa: russell, do you think amazon and alphabet are both doing that kind of investing or at this point in time looks they're being a tiny bit cautious, that some worried we hit peak earnings, peak growth, that sort of thing?

>> i think we're looking two different problems, two different situations. amazon is in the position where they're about to release more hardware products than they ever released before one time ever. so many amazon echo related things slated for the rest of this year, that are just, it is a massive hardware portfolio. it has never been done by the company before. connell: sorry to jump on you. finish the thought. melissa: what about alphabet? >> the big thing with alphabet here there has been a tremendous amount of competition when it comes to cloud services and advertising and a lot of that is going to amazon. melissa: interesting. connell: sorry about that. the reason i was going to jump on you to answered a dam's question because we were getting to the guidance from amazon. let's bring susan back from the newsroom on that. i didn't want to jump in unless we had exact, sales guidance for holiday quarter? >> for the holiday quarter. which is very important.

the guidance for the next quarter, which includes holiday sales. 62.5 billion to 73.5 billion for the next quarter. street was looking something closer to 73 billion. you see that range they gave us is coming up a bit light especially going into a big holiday period. why we're looking at the stock really falling including that revenue miss as well. connell: interesting. we should get adam. there you go, adam, that is what we were looking for. what do you think of that? >> yeah, so that would be the more concerning of the two, then you have to ask yourself is this their business not doing as well as it should or not doing as well as wall street had assumed? my assumption is the latter. i'm making a guess there. connell: that is interesting. anytime you have numbers with some sort of anticipation in the markets for them how the stocks are going to react because you have all this expectation that is built in. so amazon's off 6% today. we'll flip it over to alphabet when we get a second, google's parent company, and it is off by

3.3% but it is not only that, guys, we widen this out to talk about the broader market, if you look at it, jason, right after the numbers came out, a headline crossed netflix is down after-hours, other companies in the tech spacedown after-hours. we tried to build it up going into these earnings that tomorrow will be a really interesting day in the markets after all the volatility up and down we've seen. what's your thought now as we know what we know 14 minutes after the market is closed today? >> so fundamentally obviously today's earnings did, for all intents and earnings did disappoint that is on the fundamental side. i will revert back to looking at markets technically as well, which is what many high level professional and individual institutional traders look at. you have to look at technicals. connell: right. >> it is not bullish technically anymore. neutral at best, bearish possibly to be most accurate so i don't necessarily see the market just shrugging everything going off in the world,

politically, fundamentally, technically, to start going up again like it always has. connell: a thought to you, adam, to close it out on emotion, has to play such a role, on emotional roller coaster, here we go to the downside, after a day of bounce to the upside what about tomorrow? >> makes me wonder what the emotion was this morning? clearly it was enthusiastic. i don't think, you don't need all my experience in silicon valley to suggest it will be less enthusiastic tomorrow. connell: exactly. you don't have to be a genus to figure that out. we want to thank all three of you genuses to work through the numbers as best we could. adam, jason, russell. we'll come back to all this. melissa: a manhunt underway, packages containing pipe bombs targeting political figures across the area with two new targets surfacing today. we have the latest on the investigation next. connell: live update from the white house. as well we bring you the latest comments from the president surrounding that situation.

stay tuned for that. melissa: plus briefing the come mander in chief. cia director gina haspel revealing what she knows about the killing of jamal khashoggi after visiting turkey. what these new revelations mean for our relationship with the saudis. ♪

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connell: more breaking news. another huge technology company out with earnings. it is intel. this time around, we have gerri willis on the case. tell us about intel. looks like this stock is up, gerri? >> that's right. we're beating on both the top and bottom lines here. eps coming in at $1.40. that is the adjusted number. expectations for $1.15 a share. that is a big deet. very big move for intel here in terms of earnings per share. when you look at the revenue

line, take a look at that, coming in 19.2 billion. 19.2 billion, the estimated, 18.1is billion. so beating again on the top line. top line and bottom line coming in better than expected, for intel the world's biggest chipmaker. why? they're saying that stronger-than-expected demand in pc and business businesses. raising the for cast for full year. earnings will be 452. so a big beat for intel. back to you, guys. connell: all doom and gloom with the other ones we were talking about. intel up 6%. shifting gears, melissa. melissa: a nationwide manhunt underway as the fbi confirm as total of 10 suspicious packages sent to prominent democrats across the country. two new targets, former vice president joe biden and robert de niro's production company in lower manhattan.

jacqui heinrich with the latest. reporter: amid high tensions here, there is praise for the security guide who noticed the package addressed to robert de niro. he said it looked like some of the same ones he had seen on tv. x-rays revealed a pipe bomb and same as devices sent to critics of president trump. 6:00 a.m. nypd bomb squad removed the area and three were intersented before reaching their intended services. one was to joe biden. was flagged by u.s. postal services workers in delaware. governor cuomo has deployed the national guard and the hunt is now on tore a terrorist. >> this is clearly an effort to terrorize people politically, to choose people for political purposes and attack them because of their beliefs.

that is the kind of thing we have seen before in this city and we reject it, we will not be intimidated by it. reporter: investigators believe all 10 packages came from the same sender. at least seven of them had debbie wasserman schultz listed on the return address, her name, last name misspelled. each of the bombs contain ad small battery. they are six-inches long. the bombs were packaged with powder and broken glass, intended to become projectiles. that information from one official speaking anonymously from this ongoing investigation. police are warning average citizens to be on alert. saying they don't know how long this will go on. >> for vigilance, heightened awareness in the streets will factor in very large way to what the nypd does on a constant basis. reporter: any pack than that has protruding wires, a strange odor or any oil on the packaging should be immediately reported to authorities.

melissa? melissa: yeah, absolutely. thank you, jacqui. connell: bill daly to react. a former fbi investigator. this person or persons has jacqui reported seems to have left behind a number of clues. logically that would make it easier for people in your line of work to put together something for an investigation. what do you think they're working on, do you think? >> first of all this is treasure trove of forensic information. it is not just the packaging. it is how these devices were created. it is where those components were purchased. were they purchased all together, separately. it doesn't matter. they will look to find out what is the trail, where does it lead to. ultimately someone out there knows the person. they have gone to school with them. they have been an employer. downstairs neighbor or someone in the marketplace where they see -- connell: is that how these things end, some sort of a tip? i don't know anything in the package was give it away would

say so-and-so next door was doing this but you never know. >> ultimately "the unabomber" incident, ultimately ted kaczynski's family saw the man manifesto said this is ted. there may be other writings that the person is trying to profess. when we do the investigations what the fbi and joint terrorist task force, not to put too much rationality on this. right now he is going after the people in the democratic party. that may be true today but is this the precursor coming out against other political leaders or some other design behind it. connell: that is interesting. >> when you look at it first of all the key thing, find who the person is, stop them from sending anything more out, hurting someone. this could progress into where these things are not being caught before they go off but after. connell: you try to stick to what you know as opposed to what

you don't know. and don't read into things, don't make assumptions. that seems like, basic police work, but sometimes people forget that looking at cases from the outside. in terms of what was left behind, there is a lot of speculation over the last 24 hours or so, this was a quote, unquote amateur. do you read into that way? some people say because the bombs didn't detonate. other reasons what they actually look like, maybe that doesn't even mean anything, what do you think? >> people throw these kind of terms, amateur terrorist or amateur bomber. connell: down really matter. >> doesn't really matter. if they're killing people. does that make them professional? whether they got the tradecraft from reading books or got it online, that would be other clues how these devices were created. connell: do you find that is easier to do than it has been before to pick up on this kind of thing online? people wonder why this is happening, broader discussions, toxic politics come up over and over but something also make to

do with the fact unfortunately it is easier to look this stuff up than it has in the past. >> several generations ago, abbie hoffman steal the book, steal stuff from your mother's kitchen. you click on a couple search terms, those things are out there for people to read. all kind of clues. internet, forensics left behind or whether dna i hope and i believe they will move quickly to find this person. connell: that is the key. hope you're right about that moving quickly is important for obvious reasons. bill, good to see you. melissa: not backing down, president trump reap -- preparing to send hundreds of troops to the u.s. southern border. could this move by the defense department prevent the caravan from crossing the border. media under pressure, more companies dishing out cash as the competition heats up. can the media sector keep up? that's next.

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melissa: another look at earnings. alphabet and amazon dropping after-hours following third quarter results. amazon reporting record profit by weaker-than-expected forecast for the upcoming holiday shopping season. let's go back to susan li in the newsroom. >> i would call it a mixed report card, melissa, i guess this in this volatile environment investors want to look at negatives more than the positive. that includes prime day and heavy sales day for amazon and looking forward to the holiday period ahead, light when it comes to revenue guidance. a little less than what markets anticipated. looking for 73 billion in the last few months. amazon guiding 66 1/2 to maybe $72 billion. that is the story with amazon. still the second best megacap tech performer on the year. you're still up over 50% if you bought in. let's pivot on and start with

media. media fighting with big technology silicon valley giants. amazon looking into content with facebook. netflix down of a hours. dragged lower, disappointing with what we saw in amazon and alphabet. but traditional media sectors, traditional media players, comcast, disney, they're trying to spend to keep ahead of the technology giants that want to get bigger in the space. that means buying more content with likes of comcast and at&t and verizon. they have had to buy, issue a lot of debt. let's look at 100 billion-dollar debt club. this has caught the attention of a lot of investors in light of the comcast earnings we got this morning. comcast beat on top and bottom line. they confirmed we're still shedding a lot of cord-cutters, right? they lost 100,000 in the quarter. they lost 342,000 on the year so far. at&t reporting yesterday also

confirming they lost 300,000 cord-cutters and cable subscribers this year. in order to muscle up, get bigger, they issued a lot of debt. these are the highest, most indebted companies outside of the financial space. this is something clearly to watch. netflix issuing $2 billion in extra debt this month, on top of 8 billion on their balance sheet that doubles levels from last year. media companies in the media arms race you have to ante up to spend in order to stay ahead. back to you guys. melissa: good stuff, susan, thank you. connell: the cord-cutters. as we continue, president trump vowing to get to the source of suspicious packages targeting political figures around the country. we'll bring his latest comments. plus cia director gina haspel briefing the president what she knows about the killing of jamal khashoggi. all that coming next. ♪

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connell: back with search for answers. president trump condemning the suspicious packages sent along the east coast. three new ones discovered today. let's get to edward lawrence live at the white house with latest for there. edward. reporter: the president is briefed at every step of the investigation who sent 10 now devices to prominent democrats or democrat supporters. the president saying there is no place in our democracy or threats or acts of political

violence. sarah sanders fielded questions if the president's rhetoric caused all of this. >> there is a big difference between comments made and actions taken. the president is certainly not responsible for sending suspicious packages no more than bernie sanders was responsible for a supporter of his shooting up republican baseball field practice last year. the idea this is at the hands of the president is absolutely -- reporter: the fbi made this the top priority to find the person or persons who sent the packages. at the white house, cia director gina haspel briefed the president what she found out about in turkey about the investigation of the the death f jamal khashoggi, "the washington post" columnist. there is unconfirmed reports that she heard the recording from turkish officials they say they have related to the interrogation. the saudi story for its part evolved over time. first khashoggi that he walked

out of the consulate in turkey, and they don't know where he went. then there was a fistfight with accidental death and now it is a rogue operation. saudis detained 18 people related to the death. the government fired a top aide, close advisor to the crown prince and a chief intelligence officer. the saudi government said they received the information that turkey has collected on the investigation shows some premeditation related to the murder. also the saudi government let khashoggi's son to leave the country. he was barred from leaving the country while the columnist was writing. he is on his way to the united states at this moment. so far the u.s. revoked the visas of 21 saudi officials or people in saudi arabia they say are related to this death with possible more action to be taken down the road. back to you, connell. connell: a lot of developments. edward, thanks. melissa. melissa: here to react, rebecca heinrich, hudson institute senior fellow. let me ask but the news of the

day. first they are admitting they now know it was a premeditated murder. what does that tell you, where does it take us? >> well for now, you know i think one thing to keep in mind a lot of the information coming out in the media reporting is coming from unconfirmed turkish sources and turkey has all kinds of incentives -- melissa: that was from the saudis themselves saying their own investigator come to the conclusion that it was premeditated so -- >> that is one thing i would say, contrast, as people are trying to discern here, when you hear the saudis actually admitting something changed, they changed their story, listen to that, until you hear that, just count it as unconfirmed from turkish sources. sounds to me what the saudi government is trying to do, that there is distance what happened with khashoggi in the consulate and the actual saudi government. they're trying to say it was not a order from the saudi

government, that it was a rogue action but the turn they are trying to make certain everyone understands this was not directed certainly by the crown prince, who was known to be up-and-coming reformer but has brutal tactics to squash political dissent. they are trying to be very careful they don't get any of the blame. melissa: hmmm. now as we learn his son was able to leave. he was the last one remaining in the country. we had heard reports he was barred from travel. then after that photo-op we saw last week where he was received by the king and the crown prince, they shook hands, offered their condolences, now all of a sudden he is gone. you think that was a transaction, do the photo-op and we'll let you go? >> i'm absolutely relieved and thrilled he was able to come here. it was very uncomfortable to see that photo-op. saudi arabia is a hard place to be and it is a place where there

is no again political dissent. if you are a saudi citizen to convert to christianity or judaism, that is capital crime in saudi arabia. women don't have equal rights to men. you saw that is a hard place to be. when you saw the photo-op. it is important that he is able to come back. this is high-stakes gamesmanship between the united states and turkey and u.s. is embroiled in at this point. saudi arabia is still a huge ally of the united states for everything we're trying to do in the middle east. and so it is obviously something that the trump administration is trying to preserve, preserve that strategic alliance as it tries to make sure we're treating this human rights violation seriously. melissa: is think any were to do that? is there any way to walk the fine line? >> i think, that make people understand why saudi arabia is so important, they're helping

maritime security that those straits of iran, that iran can control, for instance, the trait of hormuz, 1/3 of the oil, sea-born oil passes through that strait. we want to make sure that stays open. we cooperate with saudi arabia to make sure we do that, as versus iran so iran couldn't weaponize oil flow in the region. what the trump administration can do, guard the relationship with saudi arabia and perhaps impose very individual specific sanctions against perpetrators we can find who are guilty of killing this opinion writer khashoggi in the saudi consulate. this was a saudi national. he was opinion writer for "the washington post." you can do, have very precise individual sanctions against individuals, rather than harsh sanctions against the saudi government, certainly not cutting arms deals or anything like that. melissa: thank you for your time. >> thanks. connell: in the middle of all this, we're only 12 days from the midterms. melissa: closer every second.

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at the enthusiasm of voters in a lot of these states you could easily get to stations where you can imagine states like north dakota where heidi heitkamp is quite vulnerable, going red, maybe missouri is going red, florida is toss-up by any stretch of the imagination, this is optimistic, but the map favors republicans. not that the democrats couldn't pull off undecided voters turning some red states blue but the map favors republicans. what it comes down to, the markets, are bet being made on is the house and balance of power there. this is interesting to watch this over last week or so this what we have done at fox. there are 27 house races that you see up here. they're all categorized illinois, california, kansas, kentucky. there is one north carolina, some in upstate new york that are toss-ups, literally tossups.

and 27 house races, undecided voters, that is where it will be decided. you say late cycle enthusiasm is favoring republicans. you would be right. we have a lot of data to show that. all republicans have to do to keep the house win half of these. they win in the what-if get to 218, that is the magic number, sounds easy. republicans will tell you this, republican pollsters will tell you this, undecided voters in these particular districts might be likely to go democrat than anything else. many undecided voters are not happy with the country one reason or another. not happy with the president one reason or another. of the republicans are nervous. the democrats could have a pretty good night, get to 218. final point, democrats have very good night, outperform what hillary clinton did in the last election, could get up to 241. advantage democrat if slight, but late cycle enthusiasm to the republicans is making this kind

of fascinating race to watch for next week 1/2. we'll see. melissa: like magic up there you're doing. i love it. amazon down after-hours, following third quarter results. i can't work that board. if he doesn't show up we're in trouble. alphabet parent company google, reporting surge in profit but bold revenue. my next guest says the left just won't admit president trump was right about the migrant caravan. michael goodwin from the "new york post" explains next. ♪ if you're waiting patiently for a liver transplant, it could cost you your life. it's time to get out of line with upmc. at upmc, living-donor transplants put you first. so you don't die waiting.

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melissa: protecting our borders, defense secretary james mattis is expected to sign off on an request to send 800 u.s. troops, consisting mostly of engineers

in the southern border ahead of the my grant caravan. i it is still 1000-miles from the u.s.-mexico border, and a second one is forming in guatemala. michael goodwin, "new york post" columnist and joins us now. the title of your article, you say that democrats refuse to admit the president was right about this, what do you mean? >> look the fact is, we cannot have open borders. we have to have some system for people coming into this country. we have to know who they are. we have to be able to vet them. and we have to be able to admit the people who are good for america. this can't be just come and get it. we're open to the world. certainly we, our hearts go out to the central america. these are the murder capital of the world. most of the murders go unsolved, 95% according to "wall street journal" recent report. sew these people are clearly fleeing hellholes but does not

mean america can or should open the doors because there is, as you know, medical list sanctioner in the business world, the moral hazard. everbody would follow. we should reinforce the system. i'm concerned about the military. we know don't what he will happen when the caravan actually gets here. it is good news it seems to be slipping in some parts, that people are staying in mexico. but i think it is a fraught situation for the country, and therefore politically, because of the my terms coming up so soon. melissa: it is hard to know, you know what people think as they look at this scene. you know, some people look at some pictures we're showing. it is frightening, especially as they break into mexico's southern border and they tried to stop them. they break down the fence, come in. others see all the small children without shoes. they wonder how anyone can say no. how do we know how voters feel

about the pictures? it is contentious. people not likely talk about it so much or say what they feel, they probably say what they think the people around them want to hear in a lot of cases? >> a few months back, photos of children separated, children wailing, some of these images are incredibly powerful, other pictures of huge number of people coming also convey another power, which is, that's too many people. we can't know who those people are. and so i think that people, american voters, particularly have to pay attention, have to get informed as to the whole issue, not just a couple pictures because yes, a picture old cliche is worth a thousand words but a picture can be manipulated, and a picture can manipulate emotions in ways with nothing to do with the overall facts. all of us i think as decent

people feel for these people but by the same token we can't open up the country to everyone in the world who wants to come here. it is not plausible, and it is not safe. melissa: you can have a lot of compassion and people are waiting in line and you don't get to cut the line and break the law and force your way in? >> this appears to be organized as well. melissa: michael goodwin, thanks for your time. appreciate it. >> my pleasure. connell: we've been all over the market movers throughout the hour. tomorrow should be interesting. we have a key economic indicator coming up. we'll get you set when we come back.

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market's been going the last couple days. amazon announce about the ones everybody was looking forward to in sales for amazon, the forecast not a hot given by gains from today. david: jamar watching closely for the third quarter from us to make sure you tune in. you don't want to miss that. connell: exactly. "bulls & bears" starts right now. >> from wall street to washington and across the country talk about the topics that matter most to you and your money. this is "bulls & bears." lauren: i am lauren simonetti and for david asman. jordi niemi on the panel commentary kaltbaum president of kaltbaum. kevin harnick of -- and the lovely heather zimmer right, vision or vice president. we should tell you that