david, it is about time that broadcom focused on profitability. do, the stock is indeed worth a lot. it has missed quarter after quarter, be very careful. be very careful. >> do we have any idea what this thing is worth, the cellular based band business, jpmorgan is helping them try to sell it. >> frankly it may be worth very little. what's important is that it's been a black hole for r&d and broadcom has historically had a great reputation but if you were to look at the long-term of broadcom, are you kidding me? have you developed absolutely no value? getting rid of a division that doesn't have a lot of value is saying the rest of the company may be worth more than we thought. >> we got so many other things to cover including bill ackman and valiant getting a lot more, what would you call it, almost constructive in the sense of they're coming hard at the hostile offer for agn. that's one of the stories' we'll be following when we come back. ♪ [ girl ] my mom, she makes underwater fans that are powered by the moon. ♪ she can print amazing things,

i've been watching broadcom up all day up 9% on the day.r one performer in the s&p 500, up almost three bucks. that is because basically it is selling off its part of its chip business. specifically unprofitable according to the analyst. they have lost steam against some competitors such as qualcomm and others including media tech and marvell. that left them in a really tough spot according to fbr capital. they are looking at options to sell or wind down this business. this ultimately would likely save them about $700 million per year. a mice big move up for broadcom today. back to you. liz: nicole, thank you. david: well, the s&p futures are closing in just about a minute. let's head back to scott shellady at the cme. scott, how is it ending today? >> we'll end obviously on a high he note. take a look at this. we have investors not pricing risk in properly i don't believe. we'll have to find a place to put cash. i think that will be in the stock market. when you've got say a third of s&p 500 stocks yielding more than 3%, that makes it look

>> i like semiconductors, i don't like broadcom. it is tough not to like it.e, a little too sexy, it is too exciting, there is a big upside reward. but a lot of risk. i own nelso intel for example. charles: warn he next time. >> his company's position to do well they can't manage their books net income has been deteriorating, so something somewhere, like the toys "r" us story that blows my mind. how could you not make money off of the kids. charles: thank you very much, party pooper. >> time to address your questions about making money. kate, we tease this one at top, social media. >> this is from john, said what 5 stocks should i buy to pay for 3-year-old's college. >> i am not giving you 5, i will give you 3. all 3 have same thing in common, they have been around for over a hundred years, and they will remain around, mead johnson love it. and world is exploding, they have kids they are richer. disney, can't go wrong. back to day people would buy disney with the certificate but they stopped that, but still worth owns and norfolk southern, that is right rail,

broadcom had a big day but -- >> like that? >> giddy up!nce. >> all right. anything else to say about marvel? >> i was going to hug see you tomorrow. meantime, jim cramer starts with "mad money." >> my mission is simple -- to make you money. \s. >>> there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. >>> hey, i'm cramer. welcome to "mad money", welcome to cramerica. i'm just trying to save you money. call me at 643-c northbound, tweet me ad jimcramer. >>> why can't we just admit that some s

. >> broadcom is rated a buy now. >> the firm said that broadcom is more confident after the company-- the analyst there likes it. more up site to the price tar t target -- on fridays it's hard to talk. >> trucking company conway getting an upgrade to buy from hold. >> the firm says grove demand should allow conway to book its margins. you hear the job basically application, radio ads, target there 57 bucks, about 18% upside, over the past 12 months. cnw is the ticker there. >> and also stock number four, basically a don't buy. the initiated market perform. >> the reason we put the stock in there, the, the firm placed a 12-month target, the stock right now is at 71., so effectively one analyst is saying it's been hot. >> and under the radar, name of the day is xpo logistics. and it's initiated buy at citi. >> the stock is up almost 4%, but citi has a 35 target. you can do the math on the up side there. ticker there is xpo, get it? not hard. >>> now to talking numbers, a look at a stock, and today that stock is a -- start-up semiconductor. they're up 7% today after raising their secon

broadcom up about 14% just this week after it's exploring strategic opportunities, broadcom among otherks, fueling the index, which is outperforming the nasdaq composite. a lot of traders watching that divergence, speaking with large-cap tech, and here's why, reuters fighting sources reporting that india may ease restrictions to foreign online retailers, which could allow them to sell their own products to indians consumers, which analysts say could be a big opportunity for these companies, sue and tyler? >> absolutely. thanks, seema. >>> to the bond market now, ahead of that meeting tomorrow where everybody is anticipating perhaps not only a cut in rates about other things. rick, over to you. >> plus all the other things that nobody could figure out at this point in time. it's a biggie. if you look at the intraday of tens, we're up about a basis point. just about right now at 261. if you open the chart up, you can see that we haven't settled at a yield around 261. one day more that three weeks. xw the 13th of last month, but here's what's interesting. look at the dollar/yen. the dollar

. >>> and broadcom getting an upgrade from drexel hamilton.hares are up -- well. >> let's call it 3%. >> round her up. >> the average rating is overweight, dropping what they call the cellular-based fan business. the increase target prirsz 15 bucks 245, they should have made the call a month ago, stock's up 19% in the past 30 days. >>> as always, under the radar stock, this is trying to help you find those undercovered opportunities today. the name is rex nord. i've never heard of the company before. >> it looks good, sounds good. they're a milwaukee-based industrial company largely in the wastewater business. this stock was upgraded to overweight at barclays. they increased the targets from to 37 from 26. the stock is already up 33%, so rex nord, barclays loves them. get yourself a hamburger and soft-serve. that's a mick walkee institution. >>> and we're going to doubled up, because not only are question doing "talking numbers" but it's also a mystery chart. the answer -- trinity industries, railcar maker, the chugging along, right? shamrock,

. >> baker hughes and broadcom are rounding out the top five what. are you doing? >> holding both. baker hughes will continue to trade higher as i said a month ago and it has. i believe you'll see schlumberger and halliburton moving in the same space. they are up again today, those stocks, so i don't get out of those, michelle. that continues to play out as far as broadcom, when they get a bid, they basically put it out there that they want to get rid of one of their chips and put it out for sale. i think the stock trades north of 39 on that, and i think that that sale is when you get out of stock and that's when i'll lighten up. >> eric schneiderman coming out swinging against barclays. the new york attorney general filing a big lawsuit against the bank claiming it lied to investors about the makeup of its dark pool. mr. schneiderman explained his case this morning on "squawk box." he did. i heard it myself. >> compelling story. >> all right. >> guys, we got it. let's go. >> they had this very elaborate presentation to investors about how safe their dark pool was, how they screen

how about broadcom? a stock that's been morbid, and i'm being kind by saying that, because they the spending hasn't paid out. finally consider the remarkable action in allergan 80 points ago the ceo came on this show and told you not to worry about the patents on one of allergan's important drugs. he made it clear that the company was dramatically undervalued at that moment, even mo the analysts were saying it would a challenged growth path. despite the stock is now up 89%. from that interview last august. commodity? soy? wheat? chaff? i know that the intellectuals will say they're all one off and that i don't understand that stocks are an asset class to be trade traded where's my throwback stock jersey to before 1984, when the futures creators came up with the idea of lumping all stocks together. how ironic that winter wheat had been the chief crop before the crop got bundled together. some may think i'm quaint, but i believe in pointing out that there are differences among companies, and therefore thei

broadcom upgraded to buy. now, a lot of focus on not just apple, but the broader apple ecosystem.says expect upside and services revenue. on the losing side, casino stocks getting slammed as analysts point to worrying signs out of macau. >>> the gold market is closing. with the auto sales reports, we have seen a pop in other markets. the palladium market is up today. the copper market giving back. and co-max gold up just a fraction. let's check in on interest rates to the bond market where rick santelli is tracking the action. >> if yes look at the chart of tens, we're up and, yes, we're continuing to have a formation staircase where once we get above the previous day's yields, we see that we continue to see more selling. open the chart up, to early february, this 256, 257 area is key. many believe that's where we go into the key data on wednesday and thursday with regard to jobs. here is where huge action has been. the ten-year span and the ten-year italian note had 25 plus basis points movement in two weeks from the 20th to today. they have fallen 25 plus basis points. this is g

broadcom, another apple supplier. stock is moving higher after the chip maker said it hired jpmorgan chase to explore options for the cellular base band business include a possible sale. separately, but still a supplier, they're worth watching, back over to you. >> thanks, dom, very much. >>> let's go to chicago. we've had several revisions to the ism report this morning. rick is going to weigh in on that, because i'm sure there were some bond traders on the wrong side of that trade when the numbers came out several times. >> yeah, there were, but you know to be fair, there's no shortage of ism data out there. there's the market's version, the version we get from the institute for supply management, indeed traders were scratching their head a bit. congratulations to stone mccarthy for catching it, but the difference is a difference of varying degrees, but the isms and most of these surveying have been rather robust, especially chicago. if you look at a one-dame and two-day of tens, you can see we're definitely trendin

john and jerry on the trail with a big move in broadcom today. joe is buying a new name. peer pressure actually works. that and much more straight ahead. with all the opinions about stocks out there, how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the equity summary score is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. over 1.2 billion eyeballs are on us during the two weeks at wimbledon. true tennis fans want to know what's happening, they don't want to just see what's happening, they want to know and understand why it's happening. anybody can just put data up, but we want to get a reaction, make it far more interactive. we rely on the cloud to provide that immersive digital capability. i want to do something i want to build something. create something. i'm only one in seven billion, but i

you're seeing hp, other names like broadcom, and qualcomm, xilinx moving to the up side. >> sema mentioned the pressure in the nasdaq. the dow has been falling throughout the day. right now it traded 7 5 points in the red. let's get down on the floor of the new york stock exchange with bob pisani. it seemed who worsen as the president talked about iraq and it came back again. >> traders down here saw the president, said, look, he has very few options other to encourage the iraqis to have a political solution. there's not a lot of big effects on the major indices but ripple effects on different sectors. energy is up today. that's a pretty obvious pick here. no matter what you're looking at here, exploration, production companies, oil service companies like noble, the major oil companies like marathon oil, everything is up in the energy space today. that's a no brainer here. no brainer that the transports are getting hurt. not just the airlines like united and delta, but the truckers are also getting hurt. ryder, swift transport, some of the logistics companies involved are also on the down

and it's all been led by broadcom. but brian, there is something else notable out there. and in honor of the nasdaq's 100 13.5-year high today, let's go all the way back to march 2000 when you were probably still wearing acid wash when the nasdaq set an all-time high. >> by the way, i was broadcasting from the nasdaq that day. >> in acid wash? which nasdaq stocks have clocked up two biggest percentage gains since then? >> the two that are left? >> yeah. >> that's a mean one. i have no idea. >> they really stick out. one is a fruit company. >> apple. >> apple. >> thank you. >> up 2,156%. >> i have no idea the other one. >> and the other one will get your day caffeinated. >> starbucks? >> starbucks. >> you got me. you got me. you got me on an historic day for global finance because for the first time ever the european central bank has gone negative on interest rates. it's complex but in very broad terms basically it means it will actually cost banks money to save it with the ecb overnight. all designed to stimulate lending. but could it ultimately do more harm than good? jo

broadcom is exploring strategic alternatives for its cellular bay span business.at news. you can see it up 10% in the premarket. marathon oil is selling its north sea oil business in norway to a norwegian business for $2.1 billion in cash. google reportedly plans to spend a billion dollars on a fleet of satellite toss extend internet access to unmonitored parts of the world. the project will start with 180 small capacity satellites that would orbit the earth. >>> american society of clinical oncology is in full swing. hello again, meg. >> hello, again. we're joined by astrazeneca, which is reporting data in lung and ovarian cancer. chief medical officer dr. morrison. thank you for joining us. >> my pleasure. >> you have to talk about pfizer. you just turned down a nearly $120 billion bid from pfizer. you are feeling a lot of pressure here. >> i think we have told people with what our long-range plans are. oncology is part of that. we're excited for people to see our data on your molecules. they can judge for themselves whether they are good molecules or not. in re