also a little broadcom. they've got the mobile strategy. who cares about intel anymore? when is the last time that meant anything. >> i'm going to take the opposite side. i would take intel because of the fact where are they going to get the growth? they are going to get it in mobile. they brought along this guy, mike bell, who was actually at palm, he helped get the iphone into the marketplace and this guy is leading their mobile division. i think that's where they get the growth. who are they going to take it from? qualcomm. if intel can get themselves into the tablet mark eight and into the phone market in a big way which i think that they can, that's where they are going to be stealing from. >> by the way, scott, take a look at marvel, qualcomm, got to love it. that's one of leon cooperman's holding. but you look at marvel and broadcom, both of them are flat to up on the day. amd is up over 4%. as far as glen young and his picks, these are three that i really like and i have to go with lea. >> they are going to get the bump from windows 8 and they are dealing with mo

i would rather find a name that has more beta, a broadcom or qualcomm. can you explain why you think intel will outperform those? >> you're looking for beta, which is you're looking to pick. i'd argue against picking and argue for size. as you move forward, the very biggest stocks play. so apple, yes. google, yes. when you look at intel, yes. as you move down, you can find very high beta stocks. beta is actually not a forward predictor. >> and apple at this point you would still be confident, apple, simply based on this very, very simple premise you that that it's big? >> except you want to have a fairly diverse universe much big stocks within those 70 biggest stocks. if you want to own 20 of them, fine. if you want to own 30 of them, fine. if you pick three, you're stock-picking. >> ken, great to have you. >>> president obama due to address the clinton global initiative annual meeting at any moment. he is in new york city. we're going to take a little bit of that and talk to amon javers. this is the big event that coincides. not to be new york centric,

i'm going to tell you to buy broadcom, downgraded today.as a stupid downgrade because it was connected with apple. oh, darn it, i can't do apple and broadcom. all right, all right, all right. let's do weyerhaeuser. that's right, we need a housing play. came up with toll brothers and lennar today. we have a pharmaceutical play and a housing play, because the housing plays are red-hot. and then -- >> hallelujah! >> can't have an insurance company and a bank. you can't, you can't, you can't. ken in texas, ken? >> caller: jim, a big boo-yah from texas, baby. >> i like that spirit, right? that's what we really come to the show for. what's going on? >> caller: real quick, two words for you, though, jim, roll tide. let's get started, jim. i got mcdonald's, mcd. british petroleum, bp. walmart, wmt. oracle, orcl. johnson control, jci. [ buzzer ] >> roll tide from texas. hmm. hook 'em, 'bama. all right. here we go. johnson control starting to move up today. i think the parts are worth more than the whole. it's an industrial. walmart, a retailer. the

apple is increasing the orders from companies like texas instruments and qualcomm and broadcom. and we've seen these components in the new iphones. but if wants to move away manufacturing it's not as easy because once again it's a low-cost provider, and it gives them the flexibility to make more at a moment's notice. >> tom: seemingly this would be extremely important to the business models for these companies, not just-in-time manufacturing but in order to maintain those profit margins that investors want to see, right? >> investors want to see profit margins. and users want their i foens as soon as possible. you see the lines happening in apple stores. americans want their iphones, they want them now and cheap. that is to the going lap without foxcom. than is causing alots of labor unrest in china right now. >> tom: we certainly saw that overnight in china. word on the street, gregg greenberg is with thestreet.com. >> tom: tomorrow on "n.b.r." we'll get the latest reading on consumer confidence, and an update on home prices, we'll see if those year-over-year price gains can co

i would say also by the way, the new tablet, broadcom is going to be in that. >> amazon has become a major player. could its momentum mean a big mass for the malls? a lot of back-to-school shopping has come back. >> back-to-school is not amazon's largest season. brick and mortar had a good back-to-school season. we anticipate brick and mor t tore. >> we are picking walmart. destination for back-to-school. the dollar retailers and family dlaur all did extremely well. t.j.maxx and ross continue to do very well. >> let's continue to talk about that. >> it's more than a double in a very short period of time. does the stock still have legs here? >> their business model appears to be well positioned. they will have some weakness. moral base and positioning. those flee fok tors are worrisome when you're looking at the department store. >> do you think this starts to reverse and what some of the initiatives are doing starts to work and they take share back? >> you create a very easy opportunity to gain share back. i don't think that penneys is addressing that. our challenge is around what pe

what's going to happen to the broadcoms or the nxpi. i have been horrifically long on that call.ology will be included here. what second derivative plays will be included here. swks was downgraded today as well. these are the names that should be working but clearly they are not. >> i know people that will sell this thing the day the phone hits the market. what do you think of that trade? >> i don't know that you want to sell it the day the phone hits. any time you have had pull backs on the stock. on the last earnings announcement, we got long and we got out too early. we are no longer long the name. that's the way you play p apple. you will get the pull backs. until it breaks. it's still working. >> i agree with that. i think you ought to be worried about the quarter. but iphone 4 sales, they have to have gotten crushed because the iphone 5 is such a major upgrade. i know i'm waiting. i'm with joe. i think kwal come is the way to play it and the way to play the other phones. more dominant than apple because they are in all the competitors' phones. >> let's hit our call of the d

ifixit.com has cracked open the iphone 5, like gallagher cracks open watermelons to see how qualcomm, broadcomplay into the design. you can never get enough of gallagher. >> i don't think he's going to be invited back by the cme. >> you look like a handsome version of gallagher. i'll throw it out there. >> what is the best play in that space? >> i think qualcomm, plays into what joe terranova is talking, that's the cdma technology. if you're believing that verizon is getting the biggest boost, which i don't believe, i still do like qualcomm in play there because of the cdmi. >> joe terranova which stock within the apple universe or those components inside the five have the biggest upside, do you think? qualcomm is a good stock certainly. does it have more upside than the smaller, lesser known companies, like skyworks, pmc, you know where i'm going, right? >> excellent point. it appears as though skyworks gained in terms of the components of what they previously had in the 4s and the 4, so i believe now they have an extra outlet they're contributing here, you're seeing a significant search into

i'd rather be playing this angle with qualcomm or broadcom versus intel. >> to me it's the same intelalways been. they come in, they beat. they come in, they miss. they're out of the loop in terms of the new technology. there are much better companies. i own both the stocks steve mentioned. they're not expensive. that's dead on. >> hedge funds turning bullish on commodity. latest numbers show money managers are placing the biggest bullish bets in 16 months. should you be following suit or is this trade running out of steam? let's bring in anthony lazara. let's start with gold. sir, good to have you. is this all about the fed? >> it's all about the fed. it's all about monetary policy around the world. really, there's no other fundamentals behind it. we're seeing a good break out. it's a real break out. gold's rallying. it's on good volume. but i just kind of wonder -- i question if it's got legs. i really do. >> i just wonder, where does china factor into the entire commodity story? as hedge funds are growing more bullish, there are many reasons to become more negative on what's happen

>> broadcom, cirrus launch, logic, around the apple launch like we usually do. what gives? over the units. i still think it's a supply issue not a demand issue. the thing with cirrus is it's about 60% exposure to apple growing to 80% over time. this is your apple derivative. if you believe apple continues to go higher this is the one you buy. >> i'ma, thank you for bringing us those tweets. today on "power lunch" the big change in health insurance. more companies may be about to say you deal with it on your own. that's coming up. first, though, final trades. and then we're still watching for roger goodell. talking about the end of the strike or the walkout -- or lockout, excuse me, she tried to say. nfl commissioner roger goodell any moment now. 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. oh, hey

qualcomm and broadcom have been viewed as the best way to play the iphone.ius logic not mentioned in the teardown. but they're a sound company. >> and these guys joining the growing list of hikes this week, as well. >> they gave their mid quarter update, it wasn't positive. look, i'm not crazy about tech here, but i am crazy about tech in apple. >> we'll see you after the break and we'll get the opening bell and the last trading day of the week when we come right back. [ male announcer ] if you believe the mayan calendar, on december 21st polar shifts will reverse the earth's gravitational pull and hurtle us all into space. which would render retirement planning unnecessary. but say the sun rises on december 22nd, and you still need to retire. td ameritrade's investment consultants can help you build a plan that fits your life. we'll even throw in up to $600 when you open a new account or roll over an old 401(k). so who's in control now, mayans? >> all right. there's the opening bell. for the week, the dow is up 300%. so we will see if we close in a positive

chip makers appearing in the big winners and losers today, broadcom at rbc, and amd, on the other handing news of the company's cfo is resigning after only three years on the job. after reporting third quarter profit revenue that did beat estimates, comes after fedex warned earlier this month that a slow down in global manufacturing. but first, it's bottom line. lest get the road map for this morning, apple finally did it crossing $700 a share. is it time to start worrying about a pullback? or will this stock keep on going? we'll talk about how to play it. plus, retailers taking a dip in the red. how can they get back on the top? we'll find out if bracing mobile technology is the key to retail success. then markets overseas taking a hit as investors wait for spain to decide whether to ask for help from the ecb, we'll find out what it means for markets here at home when we bring you the european close in less than 30 minutes. >>> and the new human-friendly robot that can take the world of manufacturing by storm. the founder of rethink robotics will tell us how his robot could save ameri

one core supplier that hasn't been mentioned here is broadcom. ticker brcm.ime supplier to apple across a variety of products. they'll probably continue to do so. maxim power management is found in some of these devices. that could be another one. but apple has a track record of kind of sticking with its core suppliers. >> yeah. people they can trust, so to speak. as it gets harder and harder to keep these things secret. thanks so much. interesting take. >>> when we come back this morning, the company helping facebook maximize the effectiveness of its ads by knowing just about everything there is to know about facebook users. the ceo of nanigangs will join us live at post nine after a break. ♪ [ male announcer ] introducing the all-new completely re-imagined 2013 chevrolet malibu. sleek new styling... sophisticated dual cockpit design, and sport sculpted seats. available chevrolet mylink infotainment system. the all-new 2013 chevrolet malibu. ♪ refined comfort to get you in a malibu state of mind no matter what state you live in. ♪ i've got two tickets to par