julie: adam jonas. general motors is what we are talking about.t was raised to equal weight from underweight. that is a big change from someone like adam jonas. shares are benefiting today. he talked about a potential transformation at gm. we could see a difference in these core businesss. some new kind of sharing economy auto business. you want to add anything? matt: it is an amazing story. i've been talking to mark royce about this for months and months. a number of executives at general motors. they are looking to the future, looking to build partnerships, looking into technology. they are doing great with cadillac, doing great with a number of their other brands. it is an incredible story. julie: john is also talk about strategic alternatives. spin off.hemism for stock,to look at another another couple of stocks. teva and allergan. whether are questioning they might be overpaying. on a monday conference call, the teva executives should be getting questions on this. this has to do with generic drug pricing, which is in this orange color here. t

. >>> and plus, morgan stanley says time for action on general motors, and adam jonas upgraded the stockand we will evaluate the call of the day next. >>> our "halftime report" with scott wapner with real trades. real money. real debate. i'm here at the td ameritrade trader offices. steve, other than making me move stuff, what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place and lets you visualize that information for any options series. okay, cool. hang on a second. you can even see the anticipated range of a stock expecting earnings. impressive... what's up, tim. td ameritrade. >>> i'm melissa lee coming up at the top of the hour. and three big stocks, macy's, disney and office depot and staples taking hits with various reasons, and could there be opportunities for trades in these names? >> and dilma rousseff could be impeached today, but the market does not seem to care. is there still time to be in that bric? >> and a big power lunch exclusive, we have defense secretary ash carter joining us at the top o