activision partnered with twitch to help live stream its e sports events >> thank you, julia..a. how much bigger could twitch get? let's hear from the man behind twitch himself, emmett shear, the founder and ceo of twitch, coming to us from the company's first ever developer day in long beach, emmett, thanks so much for joining us >> thank you for having me >> this is a fascinating space for us the conventional wisdom about gamers is they're young kids, they live in their parents' basement, they don't have any money. almost the opposite is true. high female representation, 46%. high average income, $58,000 in the united states. how are you drawing this kind of audience >> i think that twitch draws an audience of everyone who loves videogames and more than loves videogames as we've expanded outside of videogames, anyone who loves live entertainment >> people are actually watching this as if they were watching live sports? >> very much so. i think anyone who understands the appeal of watching live sports or even anyone who understands the appeal of watching the cooking channel s

activision blizzard is now down. they have done very well year to date, but today, a little lower.ill have an eye 61 .65.ading at that is our stock of the hour. mark: let's get to gaming of a different kind. after a multi-year restructuring season, the name coming from the old julius. it is the real estate investment fund. bloomberg's eric schatzker discussed the future of the gaming industry with caesar's chief executive, mark frissora. this was taped the for the las vegas mass shooting. >> when you think about the gaming industry, it is fairly incestuous. there are not of a lot of -- there are not a lot of players that come from outside. for me, there are a lot of the same things going on. if a gaming company -- you have gaming companies that supply the suppliers and supply the casinos. their interest playing -- they are interestingly very, very doing the same things over and over again. that has changed since i have been here. i have seen more innovation and we are starting to get new games on the floor that are better, if you will. i also noticed that this industry has very hig

some of its competitors are higher, activision, blizzard, and take two interactive. u.s. treasury secretaries typically shy away from making productions about the markets, i can't believe we are talking about typical where this in this region is concerned, but with stocks at record highs, things in part to the prospect of big tax cuts, steve mnuchin is waiting the flag of caution. in interview on politico, he said to the extent we get the tax field done, the stock market will get higher. but there is no question in my mind if we don't get it done, you're going to see a reversal of a significant amount of these gains. joining us from los angeles is , head of or folder management at intelligence -- at intellectus partners. it is a buying opportunity to mr. emons: -- is it a buying opportunity? mr. emons: you have this environment of inflation and low interest rates. in a bind ofus ever grinding higher stock markets. i should say, that could be big disappointment it eventually the tax reform doesn't happen. the market seems to be convinced that ultimately there is a bipartis

activision, micron with, a great year. we'll watch for any news across the board. friday we get a jobs report. financials really have been doing great. though some had records highs today. melissa: nicole, thank you. david: massive relief effort going on in puerto rico. president trump meeting with storm victims getting a first-hand look at the damage of hurricane maria, ahead of his trip to las vegas tomorrow. blake burman at the white house. hi, there, blake. reporter: long day for president in puerto rico. entering the fifth and final hour in san juan. much as he made trips to texas and florida, going into neighborhoods. meeting victims of hurricane maria. he also received a briefing earlier this day, started that day in san juan. the president and his administration have been criticized in part for a slow response to hurricane maria. perhaps the biggest critic of the president, mayor of san juan, carmen yulin cruz, briefly shook hands. the president joked that the monster storm left a hole in the u.s. budget. senate minority leader chuck schumer responded by sa

. >> game makers have had a great year, if you look at activision, up significantly.relative to them -- ea has lagged a little bit relative to them. the studio was shut that was creating that game. we think that shut down an opportunity. stock has been in the 120 range back to july, we want to look at earnings as a callous. we think they feed on the quarter, this is their fiscal second-quarter. we think they raise full-year 2018 guidance. we think that helps the stock get out of this range. what we want to use to get exposure to that is go out to january and by 120--- buy 120-135. you can almost 2.8 pay off with the stock, 135 or higher at expiration in january. julie: why january? it's post this earnings, but doesn't fully capture the holiday. that they would be reporting after that. >> one thing to think about is an amazon-esque situation, and you want exposure. ea maybe not that sort of event, but one that catalyzes higher gets it up out of this range. we think this can begin a trend higher in two-year and. we want to use options to capture the density of that over