amazon management saying that amazon prime and fulfillment by amazon, third party sellers who fulfill through amazon warehouses go hand in hand. the more they grow prime, the more attractive it is for third party sellers to do fulfillment by amazon. the more inventory, the more people want to be a part of prime. i want to tie together what we are seeing from microsoft, amazon and google in these results. it seems like these are companies that invested in delivery infrastructure of different kinds. think about the cloud. think about what amazon has been doing on the ground. think about other means of delivery when you look at google through android. these are companies pulling away from certain competitors because they have the foresight and capital onto vest there. now it's paying off. >> that is a good point. let's get to the man who can do it all for us. bob peck has been on two red phones tonight. first of all, we are taking a look at what would be new highs for both these stocks, alphabet and amazon. which do you think will get to $1,000 a share first? >> that is a great question.

number two to amazon. i sat down with microsoft's ceo yesterday and i asked him about margins specifically. if you are competing with amazon, could amazon spoil margins for the entire industry? take a listen to what he said. >> i don't come at this by starting with margins, because i think if there is one thing that all of us who have lived in tech is how do you grow the pie? what matters to me is the magnitude of revenue and the impact it can have. emily: is that fair? that he's not thinking about margins? is that the right way to approach this? >> if you look at their overall margins, few businesses have a 60% overall margin. they have to be in the cloud to protect their core. a lot of the people who use office 365, these are small businesses which are already moving into the cloud. microsoft has to be there at any cost. the extent to which they sacrifice margin to be there should not matter. emily: something else we are seeing is partnerships with competitors. dell, for example. microsoft and dell are b

if you are competing with amazon , could amazon spoil margins for the entire industry? this by't come at starting with margins because i think if there is one thing that all of us have learned in technology, it is how do you grow the pie? what matters to me is the magnitude of revenue and the impact it can have. fair? is that is that the right way to approach this? >> if you look at their overall margins, few businesses have a 60% overall margin. they have to be in the cloud to protect their court. a lot of the people who use office 365, these are small businesses which are already moving into the cloud. microsoft has to be there at any cost. which theyto sacrifice margin to be there should not matter. emily: something else we are seeing is partnerships with competitors. microsoft and dell are both making pcs, dropbox, ibm. that a newesting york times headline called it, "crazy like a fox" strategy. >> what is it that we can uniquely do? i ask myself each day, i don't want to be in every part of the industry, i want to be in things that are addressable markets. that sen

it shows you how different the amazon web services businesses from the rest of amazon, not just in whatt does, which is provide computing for the entire the waychnology, but in it works and the way amazon looks at profitability. amazon is hell-bent for a lack of profits in gross revenue. they are all about no profit, we're going to grow the top line and be the dominant retailer in the world. wall street looks at this and says i want to own the biggest retailer in the world except there's no profit. maybe someday, deep in the brain of jeff a's as, there's a secret desire for profits. that is what wall street believes when they look at this stock. so easy and amazon web services is a desire for profit. and it is most the profits amazon reported this quarter and that is intriguing. percent ofyou say a revenue, what does that wind up growing to be in the next five years? cory: that is the question. because they have been so arson own he is about information, they have not given us all the results even going back to last year. i can seerst time, what the actual number was in terms of revenue

how did amazon web services do? it did quite well, analysts were looking for net sales on aws to be just under $2 billion they were actually over 2 billion at $2.085 billion that is strong growth for that line. also the guidance, amazon guidance to 33.5 billion to 36.75 for q4, that is at least at the high end above what the street was looking for. 35.116 billion is what the street was expecting. also on operating income the street was hoping for $1.25 billion in operating income for q4, analysts guiding to a range of 80 million to $1.28 billion so the high end of that operating income range also above what the street was looking for and i guess investors are being optimistic seeing that amazon often outperforms and bidding the stock up after hours. >> let's slip over to alphabet and see how those shares are moving. the results are out, looks like a bottom line beat of 14 cents, shares up about 3 -- a little better than 3%. josh lipton has the details. >> alphabet just reporting so let's get you those numbers. it's

amazon conference call replains flat. >> let's talk amazon. i'm taking a look at the slides.eople looking at the slides from the earnings presentation also encouraged. they do talk about free cash flow. they generated 5.4 billion in cash flow in the last 12 months. that's always where he's been focused on future free cash flows. but aws, ever since they broke it out that stock has broken out. >> i want a piece of aws. >> $8 billion run rate business now. margins have expanded from 20 to 25%. you talk about ibm. you talk about what's going on there. this is -- microsoft seems to be getting it right on that side. aren't ws -- >> microsoft is really getting it right. >> wow, that's amazing how much money, $500 million in earnings. >> as much as they are making on north american retail, aws. >> they have solved the problem of infrastructure. you know a loot of people are laughing at kevin saying he's spend go to much. i'll using this knowledge at under armour. he's taking a page from the amazon book. we'll spend, spend, spend and beat everyone. you know what? he's right. >> you g

even though amazon prime instant video also runs on amazon's cloud.e said we're not looking to spin it off. i asked why not? here's what he said. >> there just hasn't been an impetus to do so. to date it's -- we got a lot of value as being part of amazon. one of our largest customers is amazon the retailer. >> this always comes up because not only do you have tyist investors, but, you know, we saw it with ebay, pay pal, with google alphabet. different methods of showing people how different segments of the business are doing. some of the spinoffs, some not. you seem to be saying that despite the separate nature of the business, it's -- >> we thought it was the right way to give people visibility into the business, but we don't have current plans to spin it off. >> this is the first time we have heard directly from andy jasy going in depth on the cloud business for amazon on tv. a couple of things struck me. one, the scope of amazon's ambitions is well beyond just the web. i mean, they're looking to take on all of enterprise technology from what it sou

tell us about your favorite company, which is amazon. amazon is the most important company and all of technology. not necessarily the retailer but what is happening with amazon web services. they now have to break out the financial results. for only the third time we will find out about quarterly results of amazon web services. it was only 8% of sales last quarter but 84% of the profits. it is a very different is this than the retail operation and seems to have a different philosophy that it is providing big amazon profit is only part of the story. what is interesting is amazon web services is the back home of modern technology companies. whether those companies are uber portentous or two guys with a computer terminal in a garage with a dog, even cia is using amazon web services to run important parts of their business without find the money and software that goes with it . -- de you look at dell andll and back to the go battle of providing on premises .tuff versus the amazon model we will find out a lot more tonight. that is the thing i

we're talk about amazon doing quite well. amazon has the own music source. i'm a prime member of amazon, you get same kind of collection of wonderful streaming music that pandora offers but you don't pay a separate fee? >> you can get music sources anywhere at this juncture. so many are in the business right now. you have got apple. you got amazon. there is plenty of others. pan dora is very, very tough to compete. when you have a ridiculous high valuation coupled with massive competition you get a stock doing what it is doing. david: scott, is pandora going the way of the buggy whip? is it outdated technology? >> i still like my buggy whip, david. leave that alone. david: that is whole different story. we won't go there. >> another on out there, spotify. these services are just kind of a dime a dozen. i think it is very hard to keep customers loyal. therefore with no barriers to entry i don't like a lot of these companies whether spotify, pandora even say some of the amazon stuff just because i don't think that's big moneymaker. david: right. jo, kind of re

you cover amazon. walmart's got what could be construed as a lot of distribution centers all over the place with its big box format and smaller local neighborhood formats. could it turn its business around to refashion itself to really compete head-on with amazon on the retail side? forget the cloud side. just the retail side? >> yeah. totally understand. i don't cover walmart. we do have a great retail team here. in my view, i think it's tough for a walmart and/or target to be great at both brick-and-morter and e-commerce. it is not in their core dna. while they have to improve on that, you have amazon running so much faster and extending their lead in e-commerce which is a massive lead at this point. i think it's insurmountable lead for walmart and/or target to catch up to amazon. >> we'll let you go. thank you for calling in. appreciate it. >> john blackledge of cowan. $700 price target. do you thing walmart, what it owns and has and what it will spend over the next couple of years, could it refashi

that includes amazon. amazon.com surprising investors with an earnings beat thanks to stronger sales when it comes to the cloud services unit. the stock was up some 12% in after hours beating it's all time high from late july. we take a closer look at the numbers. >> amazon turned in earnings results that really blew past analyst expectations sending the stock up after hours. they turned in revenue of $25.4 billion. that's better than 24.9 billion expected and wall street was looking for a loss of 13 cents. got a profit of about 17 cents. the guide was also relatively strong. amazon tends to be a bit conservative on its guidance range guided to q-4. that's the holiday quarter revenue above the $35.1 billion that the street was looking for. at least at the high end. 36.75 at the high end of amazon's guide. operating income was also at the high end of their guide. a little better than what analysts were looking for. that was enough to send the stock higher when combined with the fact that the cloud piz, a ma

to amazon's cloud business -- amazon web services is expected to announce a new service this week top businesses analyze their data. the new service is codenamed "space needle" and could help amazon on lock-in customers by housing more of their data on the platform. many big companies store data on aws, but space needle is expected to help amazon compete in the business intelligence market, which as we discussed, is pretty crowded. it could be worth as much as $143 billion in 2016 according to pringle and company. francois joins us. boris, you said this service could be like the 800-pound gorilla. why are you so optimistic about it? boris: aws is already present. a lot of customers already have data in aws. they've got tons of databases that already work in aws. amazon has all sorts of ways for customers to get data into the cloud. we've been waiting for this for many years. obviously, i cannot confirm or deny anything. amazon has not announced this, but based on my general knowledge of the market, based on where things have been trending the last several years, i would say there wil

amazon, $254 billion. of the time that wal-mart has fallen 5% in one week, 85% of the time it takes costco down with it and genesco down with it, macy's, nordstrom's, kohl's. an average change of roughly 6%. certainly, keep an eye on wal-mart and others names in the seconder. >> one story, one narrative, david faber, who has returned to post nine that's quickly made its way to the forum and whether or not they're increasingly a target. >> it's an interesting point and one i hadn't thought of. you got to remember the walton family still owns an enormous amount of this stock. while it's in different hands and certainly amongst the grandchildren and things like that, they can coaless. that could make it more difficult for an activist to try to show up to actually bring any sort of board representation. it's ab interesting point that you raise. i certainly would have issues simply with the way they rolled it out. i know i tend to focus on that, but when you see a 9% decline roughly in a company of this size, y

the vast majority of people don't have amazon prime and don't want amazon video on demand, right?om: exactly. that's the point here. there are a lot of people who are looking for ways to download streaming video right onto your tv, use a device, bypass cable operators. emily, we have been talking about this for a long time now. the kids right now are not subscribing to comcast, they are not going to dish, they want something easily accessible, easy to stream. these are not even cord cutters , these are cord-nevers. devices like apple tv and chrome cast, amazon fire, these are all things that make it really easy for millions of people to get their tv easily. the competition between apple and amazon and google is intensifying in so many areas, including this one. it does have the feel of being slightly anticompetitive. emily: could there be an antitrust issue? tom: that is where regulators will come and say there are other opportunities and ways to buy your things. amazon does not have a monopoly on this. so we don't think you will see regulators get up in their grill. emily: intere

amazon takes a swing at apple and google. plus, google and microsoft declare a truce in a five-year battle over smartphones. a huge payday coming up for the executives at first data. getting ready for the biggest ipo of the year. first, to our lead. yesterday, twitter interim ceo jack dorsey back for good. saying itode updated is not a done deal. twitter shares closed down slightly today. dorsey seems to be the topic for the job. he is the only picked for the job right now. what does it mean for twitter and square? , theng me from new york david austin professor of management with m.i.t., bloomberg news reporter covering ideas -- from yourou hearing sources today about what this means and what it does not mean? reported that according to our sources that they were planning on moving forward with the ipo with or without jack dorsey. bankers think the company is healthy enough to go on. one thing to keep in mind is this ipo process includes a roadshow out marketing and pitching the company. it does raise questions for investors

real do you see amazon's growth potential? mark: amazon is the key disruptor.y are driving at all of the right kind of opportunities. the cloud is going to be huge. google, on their conference call so that everything will move to the cloud overtime. i am a strong believer in that, as is amazon. the amazon web service business could be generating maybe $10 billion after twice 17. it is still growing. caroline: 78% wasn't. -- wasn't it. mark: that is a big company. there is no software company that comes close to the growth rate. you could value the business. ante frankly, you could get evaluation close to the entire amazon market cap, just looking at a web service business optimistically. i think the opportunity is exceptional. caroline: great to have you on. mark horton, the investment director. stay with us on bloomberg for more text coverage. we will be speaking to none other than the former chief executive of microsoft at 1:00 p.m. u.k. time. it will be interesting to get his take on the company. chancellor merkel has called for solidarity in europe among th

new listings lobby put on amazon and existing ones will be off the amazon system by october 29.owever if you are a streaming device maker who happens to be compatible with prime video, you are fine. you can stay there. roku can stay. microsoft, xbox can stay. if you want to use your playstation, you are a ok. this is just for the juggernauts of google and apple, and it is phenomenal what they are willing to sacrifice. clearly they are moving to hurt google, because apple already has direct access. they have high-speed stores and online processing but google will be the one hurt the most, no longer offering google chrome cast. that amazon is willing to sacrifice the sales of popular items. apple dominates a lot of the streaming tv market and they will bolster their own product. they want to bolster amazon fire tv at the expense of selling these products. they will lose customers that they really want to bolster amazon fire tv. they also want to abandon google and apple to their will. these twoto make giants make amazon prime video compatible with their own products. they have use

at amazon headquarters in seattle, 11:00 a.m. on wall street and "squawk alley" is live. >>> welcome to "squawk alley" for a monday. roger, good morning to you. kay la is live at one market in san francisco. john ford's with me here at post nine with the dow down about 28 points. another high-profile ipo on tap. ferrari is likely to start trading wednesday. the company would have a valuation of nearly $10 billion. meantime, the broader ipo market still struggling. according to digicel, that's more than any full year since 2012 when 92 were delayed or pulled. i know you're watching this train. you say it speaks to a larger issue at play. >> it does because i think the uncertainty in the marketplace really has a big impact on ipos. because by definition, they're new. so investors have less information. they have less experience with the companies. so you want to see for health of the market the ipo market be cautious. obviously, when they're willing to take anything, that's a sign of a mania. i think this is a very healthy sign abo

betty: not amazon. david: ibm is too late into the game because amazon is already there.w thing he was explicit on -- you cannot want to work for amazon. he said people left ibm for amazon and came back. betty: we will have to say about that. thank you, david weston. much more ahead in the next hour of the bloomberg market day. more talk on china and the news that likely the chinese currency included in the sdr back, the special drawing rights. we will ask economist alan blinder what he thinks about that. we will be right back. ♪ it is 11:00 a.m. in new york, 4:00 p.m. in london, and 11:00 p.m. in hong kong. welcome to the bloomberg market day. ♪ betty: from bloomberg world headquarters here in new york, good morning. i am betty liu. here is what we are watching this hour -- china tries to cushion the fall as central banks cut interest rates again to keep the slowdown from getting worse. it has been a wild week for the pharmaceutical industry with claims of everything from dangerous drugs to shady accounting. this cloud has a silver lining -- amazon sewers thanks to a fat

. >> amazon is fighting back. staying it's >> i've been asked to keep my voice down cause we are so close up. e we are so close >>> when it comes to knowing what consumers are buying, few countries have a big ir stake than amazon.cox. the biggest online retailer depends on consumer product reviews to sell laptops to vacuum cleaners, what the country is looking for. reviews equal money, that's why amazon is suing more than 1,000 for writing fake recruits and selling them. companies can buy sham reviews to drum up a bogus buzz about their product or use them to denigrate a rival. holding them to account may be harder than you think. phoney reviewers are based outside the united states. this is a man that nose more than a little about the online reputation. this is the founder of reputation.com. michael, thank you for joining us. this is no big secret that there are fake reviews. many have struggled. it's a little bit of buyer beware, if you are a consumer online. what do you think of the step that amazon is taking?

locks you into the amazon ecosystem.son they want you on amazon prime video is because you become a prime customer. you start to be able to order your goods within 24 hours and buy everything. that is why this content is so crucial to them. jonathan: caroline hyde, fascinating story. we will see how this one develops. in the markets, 47 minutes into the session, let's get a check on the equity markets. we were heading for a week of losses, but we erased it over the last five trading days. and we areup by 1%, five hours away from the labor market report. everyone is waiting. 1.2%, the by financials leading the game. coming up, we hear exclusively from the ceo about the advice he would give to glencore's ceo. stay tuned for that, you don't want to miss it. ♪ jonathan: welcome back, im jonathan ferro. what a week it has been in the markets. let's wrap it up with some charts that matter to you. .n japan, a lot of data industrial production figures , raisinged estimates concerns that japan may have fallen into its second rece

amazon seems genuinely unhappy that not everyone on earth is a member of amazon prime. give them a couple of quarters, they'll make it happen. for google, it's all about, come on, if we were a sports show, you would be looking. for google, it's all about the gem that is youtube. they recognize it can be the world's second video channel after netflix or if done right, make it look like channel 36. you know the amazing momentum it has in mobile. he says, people turn to youtube when they want to do research, buy or fix a product. mobile watch time for videos has doubled this year. we see the same growth in and we ctinue to invest in building ways to reach consumers effectively, like recently-announced shopping ads from youtube, turning any relevant video into your digital storefront. i love that. i love that. in the old days it seemed like google would never figure out how to monetize youtube. now they're monetizing it out $9.99 a month. how about amazon? i think the merchandising business is on fire, ripping the lungs out of walmart. it's the web services division that's

amazon earning 17 cents a share. expectations were for a loss of 13 cents.evenue coming in at last $25.5 billion, also topping estimates. shares initially spiking more than 10% on the news after hours. jon fortt tells us the key takeaway from both amazon and microsoft's report. >> reporter: good day for seattle. amazon and microsoft both out with earnings that beat analysts' expectations on the top and bottom line. so one thing to look for in amazon's report is the guidance for the important holiday quarter. amazon at the high end guiding above analysts' expectations to $36 billion in revenue. we'll see where they actually come down. and then microsoft. strong quarter from them as well. beat on the pc line. though the expectations were low. the one thing to look at there is the growth in cloud. microsoft saying the cloud annualized run rate revenue was up 70% year over year to $8.2 billion, keeping pace with amazon. for "nightly business report" i'm jon fortt. >>> and the latest results from mcdonald's gave investors hope that the fast food chain is beginnin

amazon above 600, and then there's facebook.tocks in triple digits for the first time breaking 100. up 167% since the ipo in 2012. >> a lot of psychos talk the talk, but is he walking the walk. what jack is saying is people come first at twitter, and he will make sure the best people show up there, and when the best people show up there, the product will show up, and the engagement will show up. i think it's a pretty important symbolic move about jack showing where his priorities are, and i wish most people did it. >> john this morning thinks it's a sign he is not going to sell. >> absolutely. >> if you are looking to put this on the block and you are jack dorsey with 3%, do you give up one-third of your stake to employees? absolutely not. it's a longer term play. i would say it's a steve -- jobs wasn't known for giving up his ebbing questioned to a lot of people. that was steve who did that for apple employees. >> more than if he had bought more stock. >> we do have twitter just at 30. i'm thinking back to the morgan stanley do

amazon is interesting. amazon has been cash flow story for years and years and street trusted this would keep going but they showed a profit. that's a good sign. microsoft other end of the spectrum, boring old microsoft, maybe they can wake a going even though windows and pcs are dying and they have a future. google, banner ads, some of these can block the air. there is concern gob gel would not make the mobile shift but at the can. >> i don't want to sound giddy but nice to report good news after all the volatility in the markets. maria: you're right. everybody is looking for growth. >> of those three i would point to amazon. amazon said they will have a record holiday season. that speaks to the broadser economy. maria: you predicted that. >> you look at walmart and walmart said holiday sales will be i think word ceo use was fine. that is not -- maria: not going to do it. >> right. off to the races. they will have record holiday season. revenue guidance for the quarter was right in line with expectations.

amazon is our morning must-read. posts an operating loss, investors pat if you report a dinky report, wall street is shocked. we have seen this from amazon, google, and microsoft, francine. we have the core business which is doing ok and then the cloud which gives you the huge multiple. they are all in their own separate areas. e-commerce. tom: let me go off the bloomberg is thel to what i think top line of the balance sheet. 48, 61, 74, 89 106, 127. that is the massive revenue billed of amazon. that yourggest morning must-read is dead on, but it is less about income statement about amazon capturing market share. it is amazing, their dominance. francine: when we have ceos in europe and they are asked to is the person you admire most and what company are you most scared of, it is always amazon. it goes to the heart of retailers. it goes to the heart of postal services. they are all concerned when amazon becomes more competitive. tom: they're are doubling revenue every four years. $48 billion. $61 billion. the projecti

amazon. you have to be careful.t's not buy them all and they'll go up. >> yeah. >> it's much harder. >> broadly speak, i think . >> you had pvh, and vf corp. getting hammered. taking the whole sector down. i added dollar tree today, which has had some problems with the merger. it's compellingly cheap selling it just at a ridiculously low ebida multiple. >> some of the retailers in particular, take a look at footlocker today. it's one we talk about here a lot on the desk. what's going on with nike, with foot looker, with under armor, in many cases people just wanted to take some off the table because of the runs these stocks are have had. that's certainly i thought was the case with under armor. there's real pain in this space right now. >> we've been speaking about the market. we've gotten a little bit of the hedge fund perspective as well, and kate kelly, we're getting a little bit more of it right now from one of the biggest and best known hedge fund managers out there who sounds pretty bullish. >> that's right, s

it is call john doe lawsuit, it is part of a larger amazon campaign, amazon says they tarnished the brandpeople do rely on these reviews. in april, amazon sued four companies that sold reviews those companies are now largely defunct, now, amazon is not the only company fighting this. analyst say 15 to 20% of all reviews on the internet are fake, yelp and trip advisor have both successfully sues fake reviewers or websites. but it is a game, there are different international laws, make these fraudsters hard to catch. and coming september of doing to some countries where 5-dollars is real money. they often use fake i.p. address it is problem is that amazon has the economic might to place these, go through the discovery, try to find them, and largely discouraged people from doing it. little companies don't have that, so it is meant to be something that sets the stage for sort of minute transparency and more accurate reviews. >> ali velshi reporting. there is proof today that the force is strong, huge demand for presale tickets for the star wars movie crashing websites overnight. >> hours earl

amazon calls an the fake reviewers deceiving. they tarnished amazon's brand. fiver says we actively remove services that violate our terms of use and respond promptly to any reports of inaropriate content. >> i spoke to 17-year-old casey sailor two years ago who said she wrote hundreds of glowing reviews for four bucks a pop. >> next day, they were working on my bathroom. >> she is not tidesing on fiver and not part of the lawsuit. >> i feel like these people are going to pay somebody to bright a review. it might, as well be me. >> have you ever renovated a bathroom? >> no, i'm 17. >> amazon's efforts with this lawsuit will result in fewer fake reviews because it's clear they're getting serious about stopping the problem. >> rebecca jarvis, abc news, new york. >> if i wanted a vanity for my bathroom, it could have and a review bryn by. >> by a 17-year-old. >> 10 to 20% of motel and restaurant reviews might be fake. >> review skeptic.com is the site you can cut and paste the reviews. they'll tell you whether it's fake or based on. >> so much work. >> it's a lot

, the xrt, down 1.5% on a day that amazon was up 7.5%. point is a lot of retailers are doing poorly and amazon is taking over the world. to me, that is actually a very dangerous situation. it speaks to your breadth point. >> microsoft surged 11% to a 15-year high. that move created $37 billion of fresh value for some perspective, more than the total market cap of companies like ratheon and halliburton and cbs. >> carter called the breakout in microsoft and clearly defined it. they were trading between 40 and 50 and called the breakout last week on the show. when you think about it, now it's above $50. the prior high was 60 bucks for all intents and purposes so let's talk about the 1990s tech darling sisco, they have traded for last year within a fairly tight range from the low 20s to now the high 20s here. when you look at it on a long-term basis it looks similar to what microsoft did prior to its -- $30 has been resist ent for more than 14 years. what i'm thinking about here in cisco. we know that we have a great balance sheet and commit

mikes soft, amazon, expected to open higher today. nicole: in sports the national league champion new york mets return home to the cheers of fans. in nfl we'll have seahawks highlights. welcome to "fbn:am." latest in morning markets and breaking news and what to expect in the days ahead. >> we have breaking news coming out of france where french president francois hollande where 42 people were killed and several others seriously injured after a bus crashed and caught fire. a french lawmakers said the most of the victims elderly tourists on a day trip. we'll keep you posted on breaking news. nicole: also breaking this morning, cheryl. fatal shooting at tennessee state university. one dead and two wounded after dispute over dice game with two unenrolled males maybe were gambling in outdoor courtyard. the student is not -- the victim is not a student at the school. police blocking entrance to the university and requiring all nonstudents to leave the campus. >> well we had a global rally in stocks. fueled by signs of more economic stimulu

i say blessi say bless amazon. push their workers, white and blue color. i was so upset when the article initially came out. amazon has a saying when you walk in, it is hard work. no one surprised that it will be bruising. >> that is absolutely right. every company, you have an employment brand. you know going in what the company culture will be like, and with amazon you cannot argue with results. i did research quickly and found that there are no major cases against amazon for employment discrimination. they have tried to get a class-action suit going with her has workers, but it has not come to fruition. fruition. you look at amazon, almost 300,000 employees. anytime you have that many come out about 10% of them will be disgruntled employees. they will not be a good fit. charles: here is the thing. they have unlimited sick leave. vacation days,leave. vacation days, family days, the thing with family workers, skateboard. but for me when i look at what amazon is doing i look at what is happening with walmart. 100,0

it is mark mahoney at rbc. >> seaberg, thoughts on amazon? >> i love amazon. i think it has been bold up until the print and if they miss the margin guidance, i would be a buyer in any kind of weakness. this is a great story and i think the stock continues to move higher. >> think it is interesting on the back of aws results what oracle and vm ware do in response. >> just the way it has performed since that announcement, it is awful. i'm in agreement with amazon. the last quarter was amazing on every metric you could look at. and think this is similar. not as good but similar. seminole five is a long way away but i think it goes higher. >> back to valeant and things could get worse. mike kuo is in austin with the action. what do you see. >> one of the places where we saw a lot of activities, ten times the average daily option volume traded january 60 puts were trading. probably 6,000 traded around $8. that's a bet that the stock could get sawed in half, even from today's levels. i should also point out that even in the 190 calls traded at november. so one way

the most compelling story line is amazon versus oracle. the two major announcement that amazon has made are both shots across the bow of that data base giant. the first one is called snow ball. and amazon sends theent prize a box that sucks the data out of your old data base system and you put it on the a fedex truck and it goes to the cloud. this is doubling down on a strategy that amazon has it for a couple of years now with other products that laid the groundwork for this. i talked to andy jassy who is the head of cloud for amazon. here is what he had to say about the investment in data base. take a listen. >> two of the fastest growing services, the two fastest in the history of aws is amazon red shift, which the warehouse and aurora which we started last year to reinvent and both of the databases are performance as the old guard commercial grade data bases but a tenth of the cost. and the adoption of the traction in those services is astounding. our aurora service, the data base service, is only generally available for a few months no

$5 is endless. >> amazon is going after this in an impressive way, working for the industry since a strong message. >> daniel lemon is the author of a book on al businesses can fight fake reviews. merchants to pay for fake reviews should also be held liable. >> this is driven by merchants who are trying to choose their reviews and make -- tricked consumers into buying their products, this is a tiny tip of the iceberg. >> lidia curanaj, fox 5 news. juliet: apparently the people who love star wars are going crazy apparently. i have been hearing this the last day or so, before us is with the new star wars trailer last night, fans went nuts. >> the force. juliet: that a portion of the trailer, twitter said that triana got 17,000 tweets per minute. it was viewed on youtube 420,000 times in the first 20 minutes, diehard star wars fans will love this, on solo hugging princess leah, tickets went on sale last night. open until september. fans were so excited they even crashed best and they go night. so many people say this really give a more excitement than all the movies that came after a r

. >> i'm going to pick google not amazon. and if you think about what amazon has done they've gone several quarters where they are making money and showing everybody that we can make money. we'll have good revenue and we're not a losing company but yet they have to start spending money and that could be this quarter. so the way amazon has traded i don't want to be in that, i would rather be in google. >> are you sure google? >> yeah. i'm pretty sure. yeah, yeah google. >> he's breaking everybody's chops tonight. not just mine. >> he said amazon first and he met google. >>> and on thursday caterpillar and boeing. >> and dan, what do you choose. >> i choose caterpillar. we know that the farm land and the construction coming out of china is week. in terms of boeing it is an order book that is impressive. it is a stock prices in and trading at a multiple. i'm not sure it deserves these levels. i think it is vulnerable. if you ask me which stock to trade, i might be more opt to look at caterpillar. >> but you think the upside is i

amazon is making progress around cloud computing.so aggressive, it is hard for incumbents. developers develop on aws. ,hey jump to other companies to bring some of those skills to other companies and creates more market share. think about the flywheel that had a positive effect on microsoft in the 80's. david: matt, you have something for us? matt: amazon has a smaller portion of its revenue coming from cloud computing services. you can see this is electronic sales in whites. in orange, media sales. in yellow, cloud computing. it is growing, but nothing like microsoft. cloud computing is a big part of that. you can see a large section of it. microsoft is the blue -- cloud computing is the blue for microsoft and read his personal computing. he david: let's talk about amazon. they turned a profit. is that because jeff bezos decided not to buy any expense of, shiny, new objects that order? jason: one of my favorite quotes was they need to not do stupid stuff. listening,bezos is becoming a little more mature, more grown up. a profitable

kill we amazon, how does amazon do this?in the process and what makes it possible to get items to peoples' door in under an hour. >> we'd like to think it's magic. in fact, it's invasions since we worked on since the beginning for more than 20 years. we've always focused on e-commerce fulfillment, now we're bringing that to the fastest delivery option ever, all through a mobile app, and that's what's also really cool about it, because it's mobile, it occurs really quickly. >> obviously there's that additional charge, $7.99, if you want to get it there in under an hour. what happens if my cheddar buddies arrive later than an hour? there that's never going to happen. thank goodness. if anybody had an experience with amazon, we have an award winning customer service team and we would work with our customers directly on a refund. what i can tell you is the extreme majority of packages arrive right on time, and again we've put a lot of logistics into the back end of this. >> here in california, amazon prime now has been going dow