david kostin him a bank you so much. -- david kostin, thank you so much.relish these moments when chester and i are on the same page. -- when erik and i are on the same page. erik: what really matters in investing. google makes major changes to the way search works on your smart phone. some businesses may find themselves far down that list. stephanie: a new twist on an old burger commercial tagline. at chipotle, they're asking where's the pork? ♪ stephanie: welcome back to "market makers." i'm stephanie ruhle, here with erik schatzker. a very big takeover order -- offer earlier today in the pharmaceutical business. drugmaker teva has offered to buy mylan for $40 billion in cash and stocks. a 23% premium to mylan's closing price. mylan took the step of publicly rejecting teva's offer before it made one. mylan is trying to get bigger as well. it recently made an unsolicited bid for perrigo. shares and credit suisse fell. a key measure of financial strength drop in the first quarter leading to speculation it may have to raise capital. it was the last earnings

goldman strategist david kostin. ♪ >>> good tuesday morning. "squawk on the street" i'm carl quintanilla with sara eisen, simon hobbs, david faber live at post 9 of the new york stock exchange. few things working in the market's favor today. deal activity eurozone pmi's pretty good and dovish talk. we'll keep our eye on than dow's up 43 points. >> our road map for the next hour. stocks in the green today. one day ahead of the unofficial start of earnings season. david kostin chief u.s. equity strategist for goldman sachs, live on this set with his outlook for the markets. >>> plus speaking of earnings season, negative expectations are piling up but that might not be a bad sign for stocks. >> after a $6.4 billion deal igt one of the biggest names in gaming. the ceo of igt will be with us live to give us his look -- his outlook for gaming and what's ahead for the new company. >>> later, the ceo of el ppolo loco, his take on fast casual the run-up on the stock and how the company's affected by the california drought. >>> a nice rally on our hands a