i think it will always end up in subscription. >> talking about the partnership with suntrust, i know have a custom search thing at surveymonkey, but this is an interesting partnership. >> they came to us and said we're really interested in doing this with you. we have a lot of analyst that run this on a regular basis. mark mahaney just did his third survey. they said we want to see something we can track every month and see what is happening in e-commerce and social media and streaming media so we work with them to develop this. it is their report and their data. they are using our survey link panel. howyou also have a link for people are shopping online. amazon the winner by far and away. any surprises? up-and-coming social platforms is still like very low in terms of usage. issaw where snapchat stronger. tumbler. those trends were too nascent right now to show in any published data but were published in appendix. i think they will be interested. >> do you think anything in this effect -- data suggest someone should be on the radar that is not right now? is more thet trending and wh

. >> well, this week suntrust bank reportedly cut business ties with these real estate entrepreneurs, said to clarify third party vendors were to blame and suntrust clarified policies with the vendors and the business relationships with the brothers were restored. what really happened? let's talk about it with fox news contributor and radio show host richard fowler. good to see you both. >> good to see you. >> richard, i want to start with you. what do we think went on here? it was a little confusing the conversation we had with suntrust and franchisees who told a slightly different story. end of the day there was a big blow up and they're back in business together, what do you make of it? >> i think suntrust realized they were probably going to take a major loss by leaving the brothers behind. so they said, hey, listen, that's for suntrust's pockets and we're going to bring them back. and hgtv made it for their pockets by keeping them off the airways. >> they consider this a business sedition and they get that. they seemed more confused and startled by the suntrust decision because t

>> suntrust, i'm with steph on this one. sorry we're all in the same names, scott. it would be great if i had a different name. i like that performance and i like what we've seen out of that company. when you see the options coming in there looking for upside, they usually tend to be right in that name. >> go back to jpmorgan for a second. we do the debate -- wells fargo versus jpmorgan. i don't know where you stand, but i've been on the wrong side of that one. wells fargo is up 8.5% of the year, jpmorgan is down 8%. money is being allocated away from the exposure to the ficc. jpmorgan is telling you year on year, it will be down 20%. it's very tempting right now to step in and play that reversal trade, okay? do the pairs trade. take the money out of wells fargo into jpmorgan. i think the time is close. i don't know that it's here now. >> josh brown? >> i've been dead wrong on the banks. i liked them a lot going into the year. i like them for a multiyear time horizon, but i'm with the desk. it's really tough to see a scenario where the stocks can bottom and turn min

bob peck is with us as well, internet analyst at suntrust live at the code conference for the entire hour. we're glad to have both of you gentlemen with us. paul meeks, to you first. what do you make of what's taking place thus far at code and what jumps out at you and what would you invest in? >> i think what you've seen at the conference, there are a couple of announcements. nothing really sure prices me either upside or downside. it does show me some of the bets i've made in facebook and google, adobe systems all seem to be in the right place as far as cloud computing and google and facebook to capture more and more of the digital and mobile ad dollars. >> bob, you're out there. if anything, this seems to be google re-enforcing its leadership role in terms of innovation. and even to some respects microsoft with nadella coming out and letting everybody know he is certainly well bent on innovating here forward in the face of a lot of questions in the past couple of years about what microsoft wasn't doing in that area. >> yeah. yeah, he talked about a couple of different things. the o

. >> can a suntrust of word the increased cost associated with regulations and compliance? for jpmorgan to hire, they could do it in a blink of an eye. excellent use the is the cost of regulation increase his and how comp lex and they gave inc. is. on capital roles, the bigger you are among the more capital you need. there may be some upfront advance, but there's also a need to them the the business better and more aggressively because of the lower cap over time and. five when you see the guilty lee at credit suisse and see what they're going through, does it give you pause in terms of a national investing when it seems that the government is coming out of them heart? less in terms of a read through, it is something we are focused on. the aggressiveness coming on a revenue -- regulatory front. we all know and based all the ninth inning can take time to layout. sometimes there are extra innings. capital in the industry is daily higher than it was years ago. liquidity is a high nerd i am oh that at some oink, the regulatory environment will use a little margin and we can hope

executing poorly with its itunes radio project and twitter, its shares under pressure with its growth and suntrustitter from buy to neutral. three sectors that haven't done well the past two weeks due to valuation concerns, up higher. >> i see trip as adviser up 6% and sales up 5%. thank you. seema mody for the nasdaq. >> take a look at the s&p, all-time closing high, a new closing high. a new 38 week high, consumer staples actually leading the way. >> who's not doing well, verizon, comcast, at&t -- >> recent winners, dividend stocks. i know it's blasphemy. i think the stock market should continuously be hitting records. why we invest in it. thanks. have a great afternoon. as we approach noontime on the east coast, let a's send it ove to scott for the "halftime report." >> welcome to the halftime show. after twitter gets an upgrade from one of its earlier supporters, are the stock's worst days officially over? >>> swoons and snap backs with housing and retailers going in different directions. winners and losers. >>> why did yammer's ceo just called the biggest company on earth the dumbest. on the