activision figures why not throw $50 million at this?y said they plan on launching an e-gaming around their current games like call of duty. this seems to be a small bet which could be a big option value. long-term, i think the big question is will the legacy media companies like disney actually decide they want to buy an activision or ea? that is something as i will be watching for the next year or two. emily: we will be watching it too. activision come a potential takeover for disney. thank you for joining us. coming up, we will stay on the gaming beat with an investor that has backed the most successful games. see what he has to say about this year. ♪ emily: i want to pick back up on gaming because 2015 was marked by consuls the mobile. activision dropped $6 million. -- billion. nintendo made plans beyond the wii-u. if you look at the top grossing games in today, classic lands is -- clash of plans is on top. thank you for being here. what is the investors take on what is happening on the gaming industry this year, given that we have s

activision launched call of duty, black ops 3. what can i say, i was dazzled by this and i'm not a gamer. that's not enough for kotick though. he shelled out $5.9 billion and bought the huge digital platform with candy crush. that's what they're play on the subway. it's deal that's additive to earnings that's before all the cost promotion you can do. then yesterday, activision bought major league gaming. it will monetize fabulously. can it repeat the 92% gain, but the company is over $27 billion valuation actually seems low to me. given all that intellectual momentum and i knew him when he was 20. the company has turned itself from the fast pc chipmaker into the juggernaut at the internet of things with the best graphic chips for gaming, as well as chips geared to the cloud and to cars. i have to admit i misjudged the company. like so many others and was shocked when the head of audi america said his company swears by nvidia chips. like an audi, like xbox 1? that should have been the signal to pound the tables. it was clear this i

gets $1.1 billion selling activision blizzard.an eye on those stocks at the start of trade read chris wylie is the cio over at corner broadly. at these quite aggressive move just become another investigation now taking place in the auto industry. the autosat the -- were the seventh best performing. fiat up 35%, it is wiped out. tarreduys are getting with relatively the same volkswagen brush. here we are with a story in france again. how do i take exposure to the sector? they are not all equal, you do not have u.s. equity exposure. they do not have u.s. sales exposure. how do i differentiate? chris: well, when you look at the components of performance over the last year, i think there have been two stories at work. the first one has been about china demand, generally. strong market, position in china was seen as a good thing. clearly, people have moved from that. that is now a source of concern. and in september of course, we had this additional factor -- that has led to the question whether you want any exposure to the u.s. market

he with hewlett-packard, activision, silicon graphics and now chair of smpbl oma technologies. >> i was a captain in the air force and i decided to resign my commission and turn back to civilian life. roy clay had been an employee and executive at hp. so roy gave hp my resume. i was called in for the interview, and that entered my started my life in technology. >> his life with caretha also began at hp. >> he always said he was going to ask me for lunch. but he never would. and the last time h h played that lunch sometime, i was ready with my calendar. we had our first date and the rest is history. >> the colemans are seen by many people as mentors and role models in all their endeavors. >> i think ken and kreetha have not only made lasting krigss to the tech industry in terms of real business outcomes, but to me they've also made lting contributions in terms of the idea of diversity and inclusion in silicon valley. >> ken has been you know a pioneer in building companies, he's been a pioneer in developing mentorship. and importantly, think he's been a pioneer in developing a strong and

the whatever performance was generated by the s&p it comes down once again to netflix, amazon, activision blizzard. another brilliant acquisition. >> that stock had a heck of a year last year. >> up 90%. why not. like when babe ruth said about hoover, he had a better year than hoover. the most undervalued major ceo in that gaming and entertainment industry. 17 times earnings. call of duty black ops iii, david, don't know if you played it. >> i have not. >> what do you did with your spare time? i know you don't shop. >> it's true, i don't. >> it's big. it's big. it's incredible. now, i happen to be a big fan of tank 2 and what that has done with -- >> what about ea? you like that at all? >> like ea, but disappointed by the "star wars" game. >> my son plays madden mobile. it's complicated. it's about buying players, a whole economy on madden mobile. >> real-life coaches could use some practice in that arena. >> totally true. i know some people who destroyed a team for couple years. i want to point out winners of last year that i think will -- the ones that have won in the top five s&p, acti

and i've got lots of ideas to share with you, beginning with skylander superchargers from activision. this is the latest in the best-selling game that fuses action figures with a video game. you place the character -- or now vehicles -- on that portal of power, and they come alive inside the video game. numerous vehicles -- land, sea, and air -- are now available. you can upgrade them, upgrade weapons, take on lots of missions. it's a blast and available for multiple consoles, starting for $75 for the starter kit. parents will be happy to know -- all existing skylanders will work with this game, as well. speaking of games, this is a great bundle. it's a limited-edition star wars "battlefront" playstation 4 bundle. software, the force is strong with this hot bundle, which includes the number-one-selling console -- playstation 4 -- a darth vader-inspired controller, copy of the game star wars "battlefront" deluxe edition, and a voucher for four additional classic star wars games. and, of course, the playstation 4 is more than just games. you've got support for netflix, hulu, playstation

i say stick with activision blizzard. it has king digital. that deal is closing and it will be out of it immediate. ulta salon. their amazing loyalty program and fastest same store sales growth. the ceo better get the respect she deserves this year. should this really be only $11 billion company with so much weight space for expansion? i think not. it's not just curlers for heaven's sake. you would know that expedia is it's great technology, management, consistent revenue generator and always too expensive because it sales at a high priced earnings multiple. and to me the opportunity is too great to be contained by a $19 billion market cap. finally there's t-mobile: the last time t-mobile reported a lot of people announced the quarter sub par. i thought it was a difficult to understand quarter. given the 10% move up since then maybe people are getting their arms around. two ways to win. keeps taking share and goes higher or keeps taking share and doesn't go higher and then gets acquired. either way works for me. bottom line, i think starbucks

the activision is so incredible. done a remarkable job there. two, too, but act e activision is higher. >> f.a.n.g. is higher. tom lee this morning, jim, fo formerly of jpmorgan said day-to-day this looks like a growth scare, the possibility of a v a v-shaped recovery goes higher. does that ring true to you? >> on f.a.n.g., ever since the fed decided to tighten, i have been more negative on f.a.n.g. negative on a lot of things because i think the fed has to get away from that rate hike. could it broaden here? i think the u.s. is doing well but it's such -- it hasn't mattered. i'm cognizant, maybe today it matters on a trading bounce. but until the fed comes out and says we see tremendous deflation, we don't need to do anything other than go back to the data dependent way, if they did that, we would see oil stabilize and china stabilize, that would be very, very bullish. f.a.n.g., my travel trust owns alphabet and facebook. facebook is not that expensive but on 2018 numbers. alphabet is not that expensive now. next year it will be almost at a mar

ea is not just traditional game makers like activision that are in this space.s there virtual-reality strategy? take a listen. going to be an important part of our industry. first and foremost, it will be more utility. you think about videoconferencing, education, training. revolutionize those utilities. in terms of video games, there is a bunch of challenges. consumer uptake, technology. we do believe it is going to be an important part. says it may mean new virtual-reality titles from ea. david: thank you so much. hear more of his interview -- her interview, tune into tonight.g west" and on monday, a conversation .ith stanley fischer tom keene will sit down with mr. fisher to discuss the economy and monetary policy. ♪ >> welcome to "bloomberg markets ." from bloomberg world headquarters in new york, good afternoon. here is what we are watching. we've got a huge rally going on. the dow is near its highs around 300 points. traders getting ready to say goodbye to january. it has been a month of volatility that will go down in one of the worst since august. fuelin

it is activision blizzard and take two. it has tremendous momentum and not that expensive in 2017. it is a buy, buy, buy. you need to understand what you own and what you do. don't just follow the activist investors. macy's and darden, you won't do anything about them, but do the homework and maybe you are a buyer. >> two speculative stocks would mark the bottom. it was a mistake to opine. i'm not afraid to admit it. i'll reveal the names and give an updated take on the prospects. so far, 2016 has been a very difficult year for certain bio stocks. could a company turn its luck around. it is speculative. your stock calls are just ahead in the lightning round. stick with cramer. performance... ...reimagined. style... ...reinvented. sophistication... ...redefined. introducing the all-new lexus rx and rx hybrid. agile handling. available 12.3-inch navigation screen and panorama glass roof. never has luxury been this expressive. this is the pursuit of perfection. >>> it's the best performance year to date. we are gripped with intense commodity and inflation at the same time the fed is d

it is activision blizzard and take two. it has tremendous momentum and not that expensive in 2017. it is a buy, buy, buy. you need to understand what you own and what you do. don't just follow the activist macy's and darden, you won't do anything about them, but do the homework and maybe you are a buyer. >> two speculative stocks would mark the bottom. it was a mistake to opine. i'm not afraid to admit it. i'll reveal the names and give an updated take on the prospects. so far, 2016 has been a very difficult year for certain bio stocks. could a company turn its luck around. it is speculative. stick with cramer. today you can do everything in just one click, even keep your toilet clean and fresh. introducing lysol click gel. click it in to enjoy clean freshness with every flush. lysol. >>> it's the best performance year to date. we are gripped with intense commodity and inflation at the same time the fed is dead focused on fighting the scourge of almost nonexistent inflation. oil is going solo, the companies in the energy business are going to have to reenjize. how many? too many. b

and activision blizzard is a buy here given how low it's trading on a 2017 number which is extraordinary number. so you're looking for situations where people say i want to make a stand. against that, it's so early on a friday, you can come in at 2:45, the witching hour of when you want to watch. if you -- >> 2:45, think of making a stand and news from walmart in terms of store closings worldwide. that stock one of the few that is up for the year. still holding a slight gain for the year. it is down, as you see, 2% at walmart. >> retail very mixed. i was disappointed by best buy yesterday. plus 2% comp the year before. this year delivered a bad comp number. that made everyone say where can we hide? that is related to gopro and cell phones. too early to buy gopro, in case you are thinking this is the level. >> i wasn't, but thanks for pointing that out. >> walmart not down nearly as much. kroger trying to hold. kroger will probably have best in show numbers. one other to watch is there's a call from boeing -- from bernstein saying boeing margins will be good on the 787. i've been concerne

it was activision and electronic.nswer sreus companies that got hit yesterday. it tells me there's a disconnect and the market is not in as bad as shape as it looks to be. >> that's in form of net flix. >> they were great performers and people are ready to get started again. >> you have seen it come down in the private market for technology. >> that's with snap chat and ride sharing as well. list and uber are partnering with older companies like general motors and other big established brands. you see the future is a concern for the old and new companies. thank you. >>> how fast do you run? >> right now -- i would go for a run if i had to run 8 minute miles. i used to run some 5-minute miles. >> a lot of bragging going on. >> it's new to you that i brag about my track page? you go out and run five miles today and i know it's a little cold -- five miles today, a 7-anyone pace would be fine with me. that's today. i'm getting yelled at in my ear. >>> coming up, market sets open this new year but we are well off the morni

activision. call of duty. world of warcraft. $44. fbn a.m. 5:00 a.m.ere. ♪ charles: breaking news. officials in turkey -- ashley, you have more details. ashley: he belonged to isis. detonating the suicide bomb. a very historic part of the city. injuring 15 and killing nine. this kind of marks, perhaps, a new shift. their willingness to go up. out of the coalition on isis they are. there you go. >> joining us now, elliott abrams. where does this take us now? do you consider this an extension? other western capitals or western targets. >> i say it is more of an exception of what they have been doing in turkey. this is really an attack on turkey. it damaged turkey. you know what it will do to terrorism in turkey. most of it comes from germany. stay away. what are they going to go there for? i think it is really targeted here. they have been very active in syria. we have heard a lot of reports that have led many americans to question just what kind of an ally turkey has been with this rube. mile-long lines. isis oil trucks headed to turkey. doing business