the winner has been tjx. they are gaining market share. the dollar flows, the money, the capital is all going to tjx. >> all right. speculation has been rampant about microsoft's mystery announcement scheduled for later this evening. more on what the tech titan would have in store. so many movers out there. a lot of them have been battling down so far. >> looks like it has happened. it's a head scratcher. not only because microsoft we are looking at win dose rt. as an enterprise place. that can be backwards compatible with previous versions of windows. not hard to see why both of them have egg on their face. samsung which has done windows phones in the past. you look at tablet market share. as we get to a windows 8 launch, there are questions about whether it would be able to compete given the fact that a lot of big consumer players don't seem to be buying in. are they going to come out with the tablet so that they don't spread their eco-system with the pc players? it's going to be tough. >> i don't think so. >> i think microsoft is dead i

those reporting stronger than expected sales, target up 4.4%, nordstrom up 5.3%, and discounter tjx company, t.j. maxx and marshals up 8%. dana telsey is the c.e.o. of the telsey advisory group with us in new york. dana, what worked for retailers in may? >> i think what worked for retailers in may is that you had a holiday in the month of march. you had the benefit of an earlier easter. april you didn't have that, and what you did have in may is mother's day. may 13th this year versus may 8th last year. coupled with warmer weather and the new colourful apparel that is driving traffic, that is what drove sales in may. >> tom: tell us about the roll of gasoline, though. gas prices had been moving lower in the month of may. i have to imagine that put more dollars in consumers pockets. >> we are beginning to see customers spend a bit more on discretionary but in addition to high end, you need that lower to middle end consumer to maintain that level of spending. >> tom: so talk to us about the roll of discounting. we've seen retailers try to hold back on promotional pricing and hold back success

you look at the big box retailers doing very well, tjx, no nordstrom, and macy's. we we also have pending home sales. so more housing, who knows what will happy tomorrow, it's a daily trade for that stuff. >> thank you, brian, let's go to phil lebeau. >> the president of boeing commercial airplanes announced his retirement. he is being relaced by ray conner. he is well known within the company, a smooth transition is expected, so again, mandy and bill, jim is retiring. >> thank you, phil, in the meantime, let's look at our business headlines. two dozen arrested in new york city and wrels for the largest hacker scheme. they exchange credit card, bank, and other private information in private internet forums. and the ftc is suing wyndham worldwide. they say they left to a security breech that lead to 500,000 credit cards being compromised and that resulted in $10 million of fraud losses. the losses edging at about two thirds of a percent. and watch out, facebook, zynga unveiling "zynga with friends." the ceo speaking with us, and he says it takes his company to the n

and coach and ralph lauren the lag gerts and tjx outperforming fossil, that's tough to see where it'sp 11 points. a pretty rang bound day but i don't know what will lead the markets as we go on. >> lots to think about going to thursday. >>> there's one key level you need to watch. jeff, what is it? sn>> . >> he did just speak to all the stuff we have to chew on later in the week. the key level i have to report on cnbc halftime report is the 1.67% in then 10 euro,-year, ki level. we went down to it last year and touched and kiss and came back up. in march, we flew up to 337 and came and touched it, violated and came back to 1.2. traders can use the 1.6 as a key pivot. you should see the treasury fly and fall back to the 1.2% range. right now, we're hunkered down underneath 1.67. >> thanks a lot. let's go to nasdaq meantime. jackie deangelis is there. >> hi, tyler, things are rebounding after yesterday's sell-off. i want to start with the apollo group leader on the nasdaq. after reporting its first quarter fiscal profit dropped 30%, the stock is still up more than 9% because the number

. >> pjx was selling near the high and as the overall market has pulled back, tjx is among the companiestive territory, down nearly 1%. >> the upgrade is a little late. we'll take it because we own it. there is a thought that maybe they're taking share from j.c. penney and maybe even bed, bath and beyond. i think it is the kind of retailer you want to own where consumers are looking for value, good merchandise, and the stock is not that expensive. that said, we have been taking profits because it is up 70% in 12 months. >> hard not to. it has been such a high flyer and keeps exceeding expectations and you can't help yourself but take a little bit off. as we wait for a ruling on obama care, steve, you're touching tenant health care and that is getting hit hard. >> we watched the hospital stocks run up in anticipation of the supreme court holding the health care act in place, and now you see guys taking off the table as the odds maybe shift a little to the other side. at this point if you haven't been in the name, i would stay clear. just wait. we're so close to this ruling. i would rather

were at tjx. >> yesterday.kerchiefs. >> nck is not liked at morgan stanley. >> this is a market problem. they got to start discounting. be careful, seagate. >> celgene onyx story is one i'm going to be watching today. >> huge. sunrise, sunset. >> yeah. >> you were doing moses supposes when we talked about fred poses. >> we still got a little bit of time. what's on "mad" tonight? >> this is a company, david, you've been following probably. energy transfer. biggest buyer and i quiacquirer pipeline. they just said they don't need to raise equity. that's important. highest yielding of all the master limited partnerships i follow. kelsey is the most inquisitive guy. i think he's a good man. >> that area is one people come to time and again when they talk about yield. >> when ben bernanke talks about how they're not going to raise rates within the foreseeable future, you look to master limited partnerships. a lot of them weaker. natural gas liquids? where we going to put them? volume hasn't been good. kelsey is takin