tim seymour, steve grasso, dan nathan and guy adami. the massive addition of global subscribers has investors so excited to the tune of 12% in the afterhours. san dusk missing on earnings and the stock is taking a hit. and the ipo for onloon marketplace etsy pricing moments ago, 16 bucks a share. top end of the range. we'll bring you the latest headlines plus someone who says etsy could alreadiy be seen as takeover target. netflix trading at an all time high. it's all about the subscriber numbers. those were both beats and also reed hastings talking about retention as being a key driver for those numbers being so high. >> and their core argument was the unbundling is very good for us. at one point when hbo started talking about it, everyone said, hey, this is death for these guys because they have the real content. netflix is telling us we don't see this as mutually exclusive players in the same space. the international growth to me is what it's all about though. i think the domestic subgrowth is something that's probably seen its best

thanks, guy adami.5:00 and "fast money." >>> and that apple launch is finally handing in line with consumers. investors are watching. what you should expect from those results is coming up. >>> also the second avengers movie will probably make disney a ton of money when it opens next week. we'll tell you how to invest in films if you so choose later on the "closing bell." you're watching cnbc, first in business worldwide. it took tennis legend serena williams, fencing champion tim morehouse and the rockettes years to master their craft. but only moments to master paying bills at chase.com. depositing checks at the atm and transferring funds on the mobile app. technology designed for you. so you can easily master the way you bank. >>> the nasdaq closing at another all-time high today. bertha coombs what drove today aets action. >> it was a big cap story. really it was the big cap tech earnings. in a way, it was sort of like back to the days of yore. starbucks in there as well. starbucks, amazon at all-ti

steve grasso, john najarian, brian, guy adami. google has a way to make money on youtube traffic and how it could impact the bottom line coming up. and a plan for one alzheimer's drug that has an attorney general up in arms. we'll have the details on today's stock therapy. and the mighty greenback. the dollar and oil showing some strength today. we'll debate what that means for the markets. we start off with merger talks in the chips space. intel, altera. what does the options market tell us? >> options markets say broad com and a host of others have activity, even before david faber came out with this that they haven't been in talks for over a week. but the options activity in broad com was very strong. strong in a number of these other -- and by the way, broad com is twice as big a deal as this one would be and then some. because it's 25 billion versus 12. and altera just got that jump when the news was broken. >> if you charted both of them, how you see the two of them just opposite moves on the day. and now right out of the bl

our traders tonight are tim seymour, brian kelly, karen finerman and guy adami. google volatile and higher in the after-hour session. guy adami, opex 35% of revenue this quarter versus 37% of revenue in the previous quarter so down. >> that's what tim was talking about. that's the reason. it's hard to find another reason why the stock would be higher other than the fact that it's probably cheap, and other than the fact that i think people sold into this expecting a worse core. typically what happens is you do the inverse of what the stock is doing in earnings and we got this one right. now it's imperative the stock takes out the $600 level-ish that we topped out in 2013 or 2014 excuse me. welcome back karen. >> i think guy hit on it. it wasn't as bad as it could have been or as bad as people thought or as bad as stocks have been reflecting. it's had a real not good run in the last month or so and with the antitrust charges i think that maybe was the final straw for a lot of people so it could have been worse, and the bar was set low, so here we are up 25 bucks. >

also with us is "fast money" trader guy adami. welcome to all of you. this market around today. a mirror image of friday. ibm was super strong maybe earnings playing into that as well. >> expectations going into ibm which i know we're expecting any minute. best performer in the dow. it started with the china news evernight. it didn't take chinese stock markets up because there was concern about the margin requirements and the new rules implemented friday when that market was closed. helped us ease into the idea of policy coming from around the globe, lifting this market up. it's an earnings story this week. you had some speakers. steve is watching that. there have been -- hasbro has good numbers. morgan stanley had pretty good numbers. at least on the bottom line. the revenue growth is elusive. >> it is still there, is that the message from bill dudley? >> i suppose so. i'm not a believer in this up 200 points. i have no faith that tomorrow we won't be down 150. put a couple good days together maybe the market is believing in a second quarter turnaround

also with us, guy adami.ed today. >> nothing. >> is it fear of the earnings season the dollar macro economic data that will tell us the economy is slowing? what's up? >> i don't want to get that crazy today. we've seen moves like this. i don't want to try to explain it because it would be a fool's eranned to try to do so. goldman sachs has been a monster, closed lower on the day. black stone, wells fargo, jpmorgan, what disappoints me though, on the other side of that coin is a continued underperformance of the transports. having trouble at 168 from november until recently banged up against that level, a number of times. seemingly has failed. i think the transports you have to watch carefully. bill mentioned the iwm, the russell. i'll mention it as well. it's critical that holds 121. >> why? >> because technically that's where we broke out from. if you look there were double tops at 121. when we traded it above it you saw the quick ramp. what was past resistance becomes support. you find that in the form of 1

your traders are tim seymour, steve grasso, brian kelly and guy adami. here's what's on the "fast track" tonight. the apple watch hype overshadowing an apple downgrade today. hear what tim cook has to say about the preorders in a cnbc exclusive coming up. >>> and the hong kong market hot right now, but for how long? we'll tell you how to play the big rally. we start off with our top story. general electric powering the dow higher today. ge closing up nearly 11% with trading volume nearly 300 million shares. the company announcing a massive restructuring this morning. it is selling most of its ge capital and real estate assets and is instituting a $50 billion buyback program, this for a stock that has not done that much under their ceo. >> looking at the comparison between a honeywell for example and a general electric over the last 15 years, let's say since pre-2000, there is no comparison. honeywell has completely outperformed. both stocks trade around 15 1/2, 16 times forward earnings, but we've said a number of times, ge needs to get back to being gen

so is "fast money" trader guy adami, and cnbc contributor michael farr. this is a perverse way of looking at it but we had some bad data this morning. adp missed estimates. manufacturing came in light. the market sold off on that. is that a good sign that bad news is bad news again and it's not all about the fed? >> it's not a good sign. even larry i think would agree with this the economic data over the last 6 to 12 months has been at best mixed. i would say slightly negative to mixed, and as we've said a number of times, carol is here and you know, sara the way i feel, the bond market is trying to tell you something. bill mentioned before that magic level 1.86%. i don't know if it's magic or not, but the bond bears are going to wish for 1.86% because i still think yields are headed a lot lower. what troubles me are two things the weakness in the transports continues down to 157 or so in thei yt and the magic level in the russ sel 121. it's imperative for the bulls we stay above that level. >> matt with you and with carol and larry and michael farr i fee

pete najarian, natesh guy adami and karen finerman. surging iphone sales in china -- apple saying it's going to give back, sitting on almost $200 billion, full our, rossen blatt securities is listening into the call as it gets under way, and we'll bring you the headlines as they break, but first we have headlines of our own. josh lipton just sat down with ceo tim cook. let's get straight to it. josh? >> reporter: as you noted, apple reporting 233 on 58 billion, the street was at 216 on 56.1 billion, so a beat there on the bottom and the top, just running through the categories, melissa. apple shipping 61.2 million i phones, better than expected, at least the numbers i was seeing. the ipad a bit of a disappointment, 12.6 million, and wanted to see something closer to 14 million. max at 4.6 million, apple saying to expect 46 to 48 billion. also investors were hoping for an update on capital allocation, expanding its capital return program to $200 billion. i did speak down and speak with ceo tim cook. i'll give you some highlights. iphone

john najarian and guy adami join us as well.e setting for markets even though it hasn't been a banner year so far. >> good news today, kelly, was the surprise. the markets were reacting to news about stocks individualsly appropriately. whether it's visa and mastercard with the opportunity to do payment processing directly in china, whether it was yum brands resolidifying the back half of the year. where there was good news it was going up. where there wasn't such good news, it was going down. i love the fact that we're back to company fundamentals that being said on many of these cases, the earnings multiples are rich for my taste. i'm not sure that that's fully good news. at least it seems more normal to me. >> speaking of that, i apologize for interrupting as we get these numbers out. before i interrupt, let's just go right to them. facebook results are out. let's begin with julia boorstin and these closely watched numbers. >> that's right, kelly. facebook reporting earnings of 42 cents per share. that's 2% -- i'm sorry, 2 cen

guy adami is coming up with the rest of the familiar"fast money" crew at 5:00. warnings to regulators. don't miss that one. >>> more of our coverage when the "closing bell" returns. you're watching cnbc, first in business worldwide. so you can live the way you live, and enjoy all the rewards. chase sapphire preferred. so you can. - saving money is as simple as making small changes in your routine. if you make coffee at home instead of buying it every day you can save over $1,000 a year. trust me no coffee's that good. the more you know. >>> welcome back. a big sell-off for these. dom chu looks at the main names dragging down the blue chip index. hi, dom. >> we have news on the dividend front, kelly. procter & gamble, the company announced it will boost quarterly dividends from 64 cents and change to 66 cents. that's a 3% increase. procter & gamble saying it expects to pay out about $7.4 billion in dividends in fiscal 2015. also that it's its 59th straight year it paid out dividends. one of the decliners, one of the biggest decliners year to date on the overall d

. >> guy adami and friend? >> puppet says itg group will get you done. >> i'm melissa lee. see you back here . >>> my mission is simple to make you money. i'm here to level the playing field for all investors. there is always a good decision somewhere. "mad money" starts now. high i'm cramer. welcome to "mad money" and cray mayor ka. i am trying to make you money. my job is to teach and educate you. call me at 1-800-743-cnbc or tweet me jath jimcramer >>> are too many people betting against this market? it sure felt that way today. nasdaq, .68%. most nonprofessionals don't necessarily understand all the ways that stock can go higher. sure, sure, they understand when a company reports sales and urge that the analysts will raise their earnings and boost their ratings. incites more buying and less selling and a higher price. this he understand if the company gets broken up into little pieces like sarah lee, fortune brands, conico. they are much easier to understand than unfocused con glam mer ats. much easier to buy than for ceos to manage. they get when an activist comes call

guy adami and brian reynolds, thank you as well.ick around and catch guy with the "fast money" crew coming up at 5:00. they will be talking to the co-founder of oil price information service, tom cloweza. straight ahead, stocks volatile ahead of tomorrow's unofficial kickoff to earnings season. how should you be putting money to work? billionaire investor howard marks joins us exclusively in just a moment. later, reefer refund madness. legal marijuana sales were supposed to bring in huge amounts of revenue to colorado so why may the state be forced to return millions of tax dollars back to pot consumers? you won't want to miss this story. it's coming up on "the closing bell." financial noise financial noise financial noise barbara just bought a bike. she wrote a tweet about it. you can't learn much from that. but take data from millions of tweets combine that with your company's supply chain and sales data. apply ibm analytics and expertise, and all of a sudden, you can learn which bikes to build what to make them from, where to sel

also with us for more on today's markets, "fast money" trader guy adami. good to see you here too.ith m&a. this is your bailiwick. let's try not to use the term m and a so much but dealmaking. >> love to make the deals. >> energy deals, pharma feels. we're really starting to see it. >> we've been seeing it and we're going to continue to see it kelly. the lending environment is very very favorable. the interest rates to raise debt are very very favorable. and, frankly, companies have nothing else to do with their money. they're either returning it back to shareholders or they can try to find some way to grow since they haven't been able to do that organically. so we're not going to see this stop at any time. i do wonder though with all this m&a and with all the buybacks what that means for multiples. since we have so many dollars that are chasing so few opportunities, will we see permanent multiple expansion based on the fact that there are few higher quality names. >> and will it be a disconnect from sort of the underlying economy? is there any concern about that as this deal activ

our traders are pete najarian, brian kelly, and guy adami. netflix popping on talks of a looming stock split. is it too late to get into the high flying streaming play. and jordan spieth being called under armour's hero. under armour's shares soaring today. will spieth kick off another run for the stock. first, the top story, the dollar gaining again. the dollar index up nearly 10% in 2015. as earnings get into full swing tomorrow, the strong dollar could be a major wildcard. b.k., you have been all over the currency story and the impact on earnings. >> i was surprised to see the dollar being stronger and the u.s. stock market until this afternoon did pretty well. so to me earlier today i thought maybe people are shrugging this off thinking that the dollar isn't going to get stronger. i happen to think it is going to get stronger throughout the year and it's going to be an issue. i think this afternoon when we saw the market rollover, that was the realization, this dollar may not be going sideways forever. you might want to shake off one quar

our traders are dan nathan, brian kelly, karen finderman, and guy adami. the stock for micron moving lower. we'll tell you what today's report means for the rest of the chip space. and dividends, buybacks and stock splits. apple tends to make big announcements in the month of april. what could happen this time around? we've got the analyst who just added the stock to his focus list coming up. we start with a move in the markets today. april, a historically good month for the markets. one of the best for the year. today, equity showing signs of weakness. bonds and commodities stealing the show today. oil up more than 4%. gold nearly 2%. and a tlt is up more than 1%. you know, guy, i heard you earlier on cnbc. you sound a bit cautious about where we are. some of the economic data that came out today was disappointing. the pmi was weaker as well. and look at what yields are doing. >> i think at best, the data has been mixed. even the most ardent bull would admit the dow has been mixed. so we'll agree on that. the market's been unbelievable. the bond market, n

tim seymour, david seaburg, karen finerman and guy adami. here's what's on the fast track tonight. one area is starting to break out, not in the u.s. we'll show the chart and the sector that is starting to take off. and our call of the day, tesla catching a bid and it's not because of a tweet. so we'll tell you how to play the bullish comments out of one wall street firm. but we start with a developing global story here. oil selling off today on framework for a nuclear deal with iran has been reached. we've got the details back at headquarters. michelle. >> after more than a year of negotiations, everybody involved said they have the framework for a deal that the white house says means iran would need a full year in order to create a nuclear bomb. here are details. iran will go from 19,000 to 6,104 centrifuges. their four-door facility will no longer enrich uranium for 15 years, they will only enrich at their facility. inspectors will have access to mines for 25 years. centrifuge manufacturing will be frozen under continuous surveillance, and the u.s. and e.u. nuclear related sanct

. >> guy adami? >> makes a lot of sense. if you listened to him this morning, it makes a lot of sense. timmy talked about europe improving. i don't know if that matters because this is clearly much longer term. u. u.p.s. tried to pull this off a couple years ago with no success. don't know why it's going to happen now. with that said, how do you trade federal express? look at the transports, it's the same chart as federal express since november. had trouble at 168. for that fedex deal today, iyt would have been lower on the day. i think it's breaking down which almost by definition means fedex is breaking down. got to avoid the transports here. they feel heavy to me. they don't trade right. fedex should have done much better than it did. it gave up the ghost late. i think everything is going lower on that end. >> is the corollary is the transports breaking down, the markets will break down? >> i think that's what you need to look at. if you look at the spy versus iyt, you're seeing this big divergence open up, it's the first

tim seymour, steve grasso, brian kelly, and guy adami. netflix up 18% hitting an all-time high. one analyst says do not sell yet. the stock is going to 900 bucks a share. we have the details. >>> and a bold prediction on greece from dennis gartman. find out why he's worried about the action in europe. >>> plus stock therapy. two biotech conferences coming up. which stocks can be big movers on the news. >>> strong dollar no more. the u.s. dollar dropping today on the back of comments from atlanta fed president dennis lockhart that the fed's interest rate plans were being complicated by outside factors. today the move on the dxy not a big one but for the week it's down 1.8%. >> i thought it was a really big move. the way assets are responding to the dollar is exactly how they were not before so the correlations with the dollar have been broken and if you look at the things that are working here, emerging markets have outperformed the s&p by 10% over the last 20 days. this is a breakout that you haven't seen, a sustainable breakout that's getting to a place where you can make a cal

. >>> michael santolli sharon eper seen robert frank, guy adami. welcome.hink we learned here with some of the difficult trading a is we close out the month today? >> stocks and bonds down together. obviously i see it kind of as an orderly repricing of fed expectations on both sides. but combined with a sloppily earnings season. it was supposed to be all-weather names. facebook under armour twitter, buffalo wild wings. and they failed after they reported earnings. a lot of that stuff means leadership's been loved. some macro trades have reversed and i think a lot of that together is where we are. we weathered a pretty tough earnings season already. >> speaking of running in place, look at where the dow closed today. 17,840. in order to just be flat for the year it had to fall to 17,823. basically robert it's been four months we've added 17 points to the index. >> what's interesting about today, all these paradoxes. you had oil at a five-month high. you had the dollar getting stronger. -- sorry. getting weaker. then you had this expectation that the fed give

pete najarian natesh guy adami and karen finerman.les in china -- apple saying it's going to give back, sitting on almost $200 billion, full our, rossen blatt securities is listening into the call as it gets under way, and we'll bring you the headlines as they break, but first we have headlines of our own. josh lipton just sat down with ceo tim cook. let's get straight to it. josh? >> reporter:

steve grasso john najarian, brian, guy adami.ogle has a way to make money on youtube traffic and how it could impact the bottom line coming up. and a plan for one alzheimer's drug that has an attorney general up in arms. we'll have the details on today's stock therapy. and the mighty greenback. the dollar and oil showing some strength today. we'll debate what that means for the markets. we start off with merger talks in the chips

tim seymour, steve grasso dan nathan and guy adami.al subscribers has investors so excited to the tune of 12% in the afterhours. san dusk missing on earnings and the stock is taking a hit. and the ipo for onloon

your traders are tim seymour, steve grasso brian kelly and guy adami.track" tonight. the apple watch hype overshadowing an apple downgrade today. hear what tim cook has to say about the preorders in a cnbc exclusive coming up. >>> and the hong kong market hot right now, but for how long? we'll tell you how to play the big rally. we start off with our top story. general electric powering the dow higher today. ge closing up nearly 11% with trading volume nearly 300 million shares. the company announcing a massive restructuring this morning. it is selling most of its ge capital and real estate a

tim seymour, steve grasso, brian kelly, and guy adami. netflix up 18% hitting an all-time high. not sell yet. the stock is going to 900 bucks a share. we have the details. >>> and a bold prediction on greece from dennis gartman. find out why he's worried about the action in europe. >>> plus stock therapy. two biotech conferences coming up. which stocks can be big movers on the news. >>> strong dollar no more. the u.s. dollar dropping today on the back of comments from atlanta fed president dennis lockhart that the

tim seymour david seaburg, karen finerman and guy adami. here's what's on the fast track tonight.rting to break out, not in the u.s. we'll show the chart and the sector that is starting to take off. and our call of the day, tesla catching a bid and it's not because of a tweet. so we'll tell you how to play the bullish comments out of one wall street firm. but we start with a developing global story here. oil selling off today on framework for a nuclear deal with iran