amd one of the hottest in the world down 4%.here is the mystery chart the. >> the suffolk looks like every stock in the stp. >> pedal into the metal. and how to trade it when we return ♪ >>> i think we need to to play a little devo because the earnings whip around. this is the busiest week ever earnings 130 plus companies reporting, a burchl of big names. we talked about apple. amd, ebay, starbucks rolled out numbers. all of thee are down after hours. the entire cnbc earnings squad is with us to break down the big numbers. we've kait rogers on starbucks kate rooney on ebay. lets kick it off with frank holland with more on amd frank. >> hey there, brian. smars of amd around 4% after record quarterly revenues beating estimatesen and beat on the bottom line. guidance mixed for the full year slightly above. process for a company with high expectations and shares sbrofgt 150% kevin wart water house found the gaming business disappointing. he said the gaming console business was a drag. the guidance for q1 light. the gross margin bett

and if you are talking about amd, intel, i'd rather amd intel has not been able to break out from the highs and if you look at their revenue high specifically, it is pcs, data centers and they have big mar ca market share, but they are losing to other companies. on so i'd rather be in amd than intel. >> and i think that amd certainly has the ability to take the fight to intel based upon what is going on and they are touting that their graphics chips are 18% faster when you think about the ultra thin laptop world that is out there, this is a place very good for amd. you get back to a valuation that i can sleep with and a company that is very well positioned across the entire space. if you really want to be conservative, i know it sounds crazy, but take a look at taiwan semi this is the leader in the white label chips and i think that these guys continue to see demand we're getting updates in terms of where they see their current inventory status >> good discussion there coming up, 20 years ago the united states exported approximately zero liquified national gas and in three years, we a

here than amd. >> amd is now trading at 44 times trailing earn earnings, intel 13 times that's trailing earnings but on almost five-year metric intel is still below the averages on price to earnings, growth, everything to cash flow. but it's closing in. doesn't appear cheap >> doesn't appear cheap. but the discount -- it's kind of apples and oranges first of all when you consider intel is diversity of the business and different parts of the chain that they're in in the chip space. but if you think about the performance and somewhere where intel was getting punished for execution issues where amd is looking like they're in the sweet spot of the high mix and the valuation differentials don't make -- i don't think it's worth talking about them but it's worth talking about that intel was being punished on execution. and this means we're getting a turn around. you have the ceo further in place. that's something the market wants to believe. >> i agree again it comes back to that guiding operating margin means the product mix is much better not unlike a couple days ago when i butchered her nam

amd on fire. kailey: it keeps on going.t year was the best year since 2016 and nomura says that will continue. the analyst raised his price target to $58, up from $40. it is a bit of a game of catch up because the stock has far exceeded the average analyst target. now tradingd is near $48 a share. it is a bit of catch up but he is saying i see gains in the future from the fact that the average selling prices are going to be higher. they have gained market share in the cpu space. intel has had a shortage of the is making up amd for, and he sees more devices from microsoft and sony in the back half of the year. amd inks the picture for 2020 is looking better than it did in 2018. david: the question has to be why. you mentioned gaming. also 5g is coming. what about china trade? typically tech gets helped by that. kailey: especially the chipmaker space is so sensitive to the china narrative. when you look at a stoplight am -- when you look at a stock like amd, 40% of its revenue is from china. when you think about the supply de

amd.e is the stock with a huge run from the last quarter to this one when the management sounded circumspect about the future that gave the weekend investors a reason to sell what the the truth amd is on track to deliver another huge year with the road map and the chips and demand with the new gaming cycle coming in the endless cloud buildout and amd was down 6% and the lower it goes the more i like it neither reflect the real story underneath could they still go down of course. but i'm saying point blank that neither starbucks nor amd is priced for the future which is why you should use any additional weakness to do some buying stick with cramer. but nature's bounty has innovative ways to help you maintain balance and help keep you active and well-rested. because hey, tomorrow's coming up fast. nature's bounty. because you're better off healthy. nature's bounty. through the at&t network, edge-to-edge intelligence gives you the power to see every corner of your growing business. from findi

as his number one pick it was not the year for amd.times not so much what you buy, but when you buy it you got amd right on the timing as well as the company >> well, most people would have said to not do it two years in a row. but i really actually love seeing what's going on with oil and gas and the worry about that with the assassination of the iranian general, because it brings to the point that ai and data analytics are the new industry, the new industrial revolution 4.0 is no longer about gold and oil it's about amd, microsoft, nvidia, microprocessing is the engine that will drive the ability of companies, first of all, to identify the patterns of behavior, to please their clients, and then to improve productivity, right in the moment that's so important. and that's only going to get bigger >> that's an interesting way to think about it ie, data is the commodity or are the commodity and the companies that learn how to use the data, would be the oil companies and the processors are the ones who can profit from it let's turn, if we

amd is up 150% over a year >> wow >> what do you do?u got a little bit of a glimpse into what potentially you could be challenged with after amd reports. that was on the back of intel's earnings report. amd should have rallied a lot more than it did in fact, it was slightly weaker on a relative basis than the expectation was and certainly the way intel traded i think it could be a jp morgan scenario where a lot of strong news is priced in under. i think the price reaction, i would suspect could be disappointing. >> the ceo is going to be at 9:00 a.m. tomorrow morning with cramer and the gang. it is an exclusive interview there is your reminder you will get many throughout the day so you don't miss that interview. dr. lisa sioux, always fascinating to listen too. >> there is going to be pressure the stock is up 150% the market is up 330%. they better not disappoint don't think about china and what's going on there isn't on their mind they have got to talk about that the market has to absorb it. everyone is on pins and needles among every

apple, starbucks, amd, ebay. alaska aaron the move after reporting results. we'll break down the numbers, headlines, everything that matters to you and your money. plus, more today's big moves higher stock rebound after the sell i don't have yesterday the s&p posting of the best day since pocket what drove the turn around we get answers later can you name the mystery chart? a hint the stock has been on a tare heading into earnings. there is the chart we send you the guesses. beginning with this, the biggest ka hundreda of all, apple, to its core crushed the quarter a huge beat on the stock responding to the upside earnings per share coming in at 499, 60 cents better than expected sales 5.5 billion.

chip maker amd also set to report at the top of the hour. frank holland for more a that amd is supplying chips both being release the later this year, also the first-year guidance last d. rival intel warned of softness, due to some production issues so we'll be watching very closely for commentary on production, and also market share in light of that slough. back over to you >>> frank holland, thanks very much amd was a star performer above the other semiconductors what are you watching? it was not interpreted business the mark as a zero-sum game. this stock just recently broke out, i mean, in the 20-year range, so this tremendous amount of sort of hope and sponsorship, i don't think it'sing in going to be all that easy to dazzle. >> samantha, where are you on that >> obviously it's high octane, with the growth in the u.s. and china being more tepid, i'm not necessarily sure there will be that demand. none of that is going away, because value has been jud underperforming. >> if you believe the markets, we're on the cusp of a strong upturn, b

i see people talking about amd, as if amd wasn't up the most in the s&p. now suddenly they like it.ising the price target. goldman reorganization, it's important the stock went up 50 points >> change the way they report segments, not a reorganization of personnel >> i'm saying you could argue major or you could argue that you know what? people are willing to come in even up here even though it had a good run, one of the strongest performers in the dow. >> a lot to talk about >> i think i want to be a little cautionary, where have these people been? where has cowan been micron is up but carl, the thirst for stocks and the moment that they went down almost reminded me of 2018, where we did great and suddenly vix blows up in the first week of february right now, unless iran does something radical and erratic, people are buying stocks >> you say where have people been phase one, brexit clarity, u.s. mca, 232 expiration, all these good things are happening. >> you're right. >> the first big week of the year >> china was not mentioned yesterday. it didn't. >> it's going to get mentioned n

we saw a similar reaction from amd last quarter. >> is the rally just over four amd?mentala execution standpoint, you cannot fault amd. they continue to do what they say and say what they do. they have been phenomenal from an execution standpoint. on the other hand, intel has a credibility issue they have to overcome. bestne: and were talking performance, s&p 500, last year in the year before. we will see if this can continue. thanks for joining us. coming up, we are awaiting apple, coming up in just a few minutes. a lot of high expectations there as well. from new york, this is bloomberg. ♪ scarlet: we have apple results out. let's start with the first quarter revenue number, analysts were looking for 88 point 4 billion, so better-than-expected. first quarter iphone revenue better than the expected $51.5 billion. was 12.7 billion dollars, shy of analyst estimates $12.98 billion. four dollars 90 on since is better than the $4.56 anticipated. -- $4.90. jump in services revenue, 64% of products, and even china up 3.1%. a little light from what folks were expecting but s

the worse momentum i have seen [ booing ] >> today's pathetic upgrade, amd. that's the decade that's vowed to be sweeter. jimmy jimmy chu has to draw the line this is the stock that's running from low 30s to 48 sure amd executed and demand is strong it is phenomenal and the competition aremains subdue that's for months. this upgrade is a late to the party with calls little rigger to speak up. the most rigorous piece of research today all through the short hours, we got to the promise land. the most of the eli musk developing something new and special. now tesla is at 460, he raised the target to 525. he downgraded the stock from buy to whole it is easy money has been made that's rigorous. i don't have to worry about price targets. i think tests will stay strong for a long time. navigating investors through th battleground he won't let the sirens song of momentum lured him, as he would have been at lower levels. here is the bottom line. you want to stick with stocks that are running on genuine good news and not just because of late to the party momentum buyers

amd had two incredible years coming off pretty depressed positions.e the market is not really deviating from the story. >> paul earlier you said the semis are key to the market. led last year up 140%. another 7% today on this note. >> the stock has been a monster. taking share from intel. they have a lot of feet in different areas of the semi spot. in this last downturn the depth of the downturn wasn't nearly as severe as we typically see and that's, you know, leading some investors to belief the sector is less cyclical and more of a steady grower. semis are, again, the life blood of the economy and life blood of the market >> bank of america and rosenblatt security issuing caution on disney. rosenblatt increasing their estimate up to 25 million subscribers by the end of the quarter. mike we talk all the time about disney and the run it's had. what a big 2019. some we knew with the blockbuster movies. didn't know about the pricing structure for disney plus until it launched. full steam ahead >> it appears that way what i'm interested in is exactly how

big hour on deck live interviews with the ceos of amd, dow inc. starbucks, futures look to extend the market bounce, earnings from apple, starbucks, all roll in, number of coronavirus cases exceeded that in sars. and the fed statement at 2:00. europe is steady oil almost back to 54. road map begins with the corporate earnings parade, 44 s&pers today including at&t, dow, ge, boeing, the first full year loss in more than 20 years. >> shares of apple are higher ahead of the open. big driver, 8% uptick in quarterly iphone sales. >> and the coronavirus corporate impact starbucks is closing more than 2,000 stores in china and warn the outbreak will hit its full year results kevin johnson will join us first on cnbc later this hour. >>> shares of amd sinking more than 4% ahead of the open on weaker than expected quarterly ref new fo revenue forecasts. lisa su will join us. >> a pair of dow components, apple on track to hit a new all time buy record revenues helped by sales of iphones, wearables and apps boeing rising in the premarket, first annual loss si

we'll hear from amd, better entry points, another one that's rallied. can the ceo keep the amd train running? she'll need to deliver spectacular results. amd has advanced endlessly on every piece of news, great news from intel, a great quarter. their business is on fire. the last time this company reported, she delivered a great number but the stock did nothing, even dropped. i told you to buy it then hand over fist. it's 52, good call great expectations story, now, steel yourself, head fake that it was down, let the stock come to you can starbucks take out its old high last time it reported an inline result and then -- the head of commerce said things regarding it being slowing and we spoke to kevin johnson at the air force academy, he said the stock's gained $10 coronavirus, if you're barricaded in your house you won't be going out for a triple venti anytime soon how pad things are from boeing or how good. we don't know. we'll get it from the horse's mouth. david calhoun's first earnings call as ceo. i care about the cash flow one thing to say they'll

take some of your tweets jordan asks, with ces, consumer electronics show monday, what do you think of amd, mike? >> yeah, so i think it's interesting. when you have a catalyst like this, one of the things that typically follows is higher options prices the options market's implying a move about 3% for amd next week. usually i prefer to give myself more time for things to play out because this is really a binary bet. >> next from josh who says he's right here in times square, about 10,000 people here, we're not exactly sure who he is, watching from downstairs he asks, thoughts on how to play snap calls into the first quarter? >> so i think this is pretty constructive the stock has moved significantly higher over the last couple of weeks broke out about that 1550 resistance level, could climb up to 18. >> that does it here on "options action." catch us again next friday - [narrator] the following is a paid presentation for body coverage perfector, brought to you by westmore beauty ultra. are you unhappy with how your skin looks? - [jill] this is the area that i don't like. - [narrator] are

of your tweets the first tweet comes from jordan he asks, with ces on monday, what do you think of amdike >> yeah, so i think it's interesting. when you have a catalyst like this, one of the things that typically follows is higher options prices the options market is implying a move of about 3% for amd next week usually i prefer to by longer dated calls, give myself more time for things to play out. this is a binary bet >> next tweet comes from josh who says he's right here in times square about 10,000 people here, so we're not exactly sure who he is he's watching the show from downstairs and he asks thoughts on how to play snap calls into the first quarter. >> so i think this is pretty constructive the stock has moved significantly higher over the last couple weeks. broke out above the $15.50 resistance level this is continue to climb up to t8. >>hat does it fo "mad money" right now. >>> my mission is simple -- to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now hey, i

first there was amd that faulted 148% last year there are a lot of reasons for this run but all startith lisa su, the visionary ceo who saw what the pc, server and gaming markets needed can you believe it she executed a tour de force turnaround the question is, can amd repeat that performance listen, when the company reported last, we heard endlessly it had a weaker than expected quarter you didn't hear that from me and after dabbling in the low 30s it erupted to the high 40s. i think this was crazy when you consider all the issues that are plaguing intel and its main competitor. i think it has a bright future second best performer, lam research up close to 115% this semiconductor equipmentmaker benefiting from its new ceo who brought back a massive amount of stock when lam research was a lot lower even better, the semiconductor cycle is bottoming which is when lam's stock is bouncing back you know what, candidly we've been ringing the register here at least on some why? because the stock simply isn't as cheap as when we first started buying it which by the way was along with tim arch

insights in to 5g and how important that will be that is clearly one of the big drivers for even from amd to apple to marvel. all of these stocks that are basically -- apple is not at ces, so being clear on that, but they are a beneficiary of everybody focussing in on 5g so i'd say that faangs continue to work. you could throw like joe said did you move out of some of these others, absolutely not with microsoft that and apple are two core holding the that you want to hold on to so i'd throw on just like you said, get some exposure with options. >> again dow 20 points away from 29,000 let's bring in professor seeiio professor see segal. what do you make of this >> i remember at the end of 2017 and in january 18, do you remember that run up fomo, i'm not missing out on this i have high trigger when i'll sell out and we saw the end of january, february of 2018 and i'm a little worried that this is becoming a momentum driven market at this point. you don't know how far it will go certainly no sign of a break right now. but i think that we have people jumping on the train here and are going to

top stocks would be amd up 128%.et's check on the bond market, the 10-year currently trading at 1.937% it wasn't just a good year here, it was a great year for global markets. let's go worldwide now standing by in london with a recap of the global markets. >> let's take your attention to markets there. a couple of catalysts there. china announced that they are cutting the triple r rate. it releases up to around $800 billion. extra liquidity being pumped into the system. shanghai composite up. the shenzhen up 1.9% last year, up roughly 23%. shenzhen up 35%. really strong gains in these chinese indices. a lot of focus on the trade war. it has emerged that there will be a signing ceremony to take place january 15 another positive catalyst. we have the hang seng index. this market in hong kong has been under a lot of scrutiny because of the demonstrations and those continued over towards new year's eve some demonstrators have been arrested what about europe? taking your attention to the majors in europe a very strong yea

kim: well, we could talk about intel and amd. either of these are value traps, but what you really have to do is peel back the layer's. you can't just use metrics anymore. not that you really could. you're going to have to figure out what companies are going to grow and what the catalyst is for growth. if you look at amd, you might be tended to buy because is having a dip and has run up so fantastically. the story on it, is it going to be on intel killer, it really doesn't look like it. is thendation of that way data centers by chips are that they look for consistency across the platforms, and they pretty much have already standardized intel. what you are looking for is to completely throw out the data centers they've already built out. you have to look at that bigger story about what the catalysts are. alix: good stuff. you are sticking with me. coming up, we are going to be looking at the markets and concerns over the fallout from coronavirus outbreak. we will speak to michael kushma, morgan stanley investment management cio. t

. >> i remember a couple years ago when one of our contestants picked amd it was the reason why thatividual, i believe, finished in last place. the last two years, amd, the same stock, is the reason people are at the top of the charts sometimes it's not what you buy, but when you buy let's talk about your involvement in raising money for the australian bush fires. tell us what attracted you to it, and what the charity is, how much you have raised, and how you dispense the money i have an initiative be strong, and we partner with different 501 c 3s we specialize in disaster relede i personally have been connected to and in mexico, guatemala, puerto rico many times, bahamas many times and north carolina, it can it can, and now we are in -- going into australia after having a lot of experience with the amazon and the california fires, where we've -- enlisted fire tights not only to help, but to stay to make sure all the fires go out right now the current situation is that we are -- we have connected with firefighters in the u.s., teams of firefighters, and are corresponding with firefig

what we needed, an upgrade on amd they could have made that upgrade 20 points ago. it is amazing to me that people are still starting to recognize that queens' own lisa sue is doing a great job. there are two leaders in this country from queens, right, david? >> yes, there are. >> they do admit they missed the q4 run they go to 55 from 38. in this case, jim, it's largely about the server market. they say that the price targets are in the rear-view mirror. intel has some supply issues of their own. >> intel can't make these shifts what is going on at intel? they were the premiere manufacturer you know the two premiere manufacturers in this country? boeing and intel those are the companies that everybody said, you know what, if you want to make something, no one makes it better wow. isn't it incredible how times have changed >> i would point out you did this as your mad dash i think on monday we talked about amd. >> right >> if you had a favorite stock in the last decade, this was it. i don't know if it's your decade pick for the '20s but it certainly was for the '10s

. >> where does intel versus amd go from here intel has pc chip supply issues. d could do well for awhile, only until intel got its act together things seem to have changed there. is 2020 pivotal to see whether the narrative on that mega battle in chips has changed? >> this has been historical narrative on the cpu side as well as data center side i think that will continue the bigger picture is a return to spending by hyper scalers facebook, google, and microsoft and amazon, there was a big inventory correction in hyper scale spending the past year they returned to build out the data center. that's having positive impact on intel and nvidia and other companies in the supply chain. there will be a number of catalysts next year for the semiconductor industry in addition to trade resolution we're going to have 5g 5g on the smart phone side, all of my conversations in asia, discussions, talking between 175 million to 250,000,005g phones the rf content, semiconductor content will go up two to four x per phone. more frequency bands, more amplifiers and filters on the

nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdee my life. because it's my vision... preservision. >> this wasn't political, this was executive, legislative. i think there are a number of people who are using this as a political axe to grind. i think that's most unfortunate. cheryl: that was secretary of state mike pompeo, slamming lawmakers who are trying to use the president's decision to kill qasem soleimani to their own advantage. let's bring in seen r i don't remember research fellow at -- senior research fellow. good morning. there's a lot of back and forth on the political divide. it's like they made it a partisan issue. mike pompeo was very clear to laura ingram, american lives were at risk, soleimani was planning attacks against americans. do we make the right decision first and foremost to kill this general, this terrorist? >> i think we absolutely did. this was a tragedy, the incidents where the airliner was lost was an a absolute tragedy. given the opportunity to go back and revisit a couple of things, i think we might

the data center server side, amd and nvidia micron, western digital, are names to focus on.e more neutral on xilinx. the big impact would be huawei, where they don't have any exposure and huawei seems to be moving >> smimitch and v.j., thank you. >> let's get a check on where we stand across the major averages, all higher by a little better than half a percent, the s&p at about a half a percent and can't get enough "squawk alley" not only can you watch us live on the app and on your tv, you can watch us on the podcast. download us from the app store of your choice to help you maintain balance and help keep you active and well-rested. because hey, tomorrow's coming up fast. nature's bounty. because you're better off healthy. >>> here's what's coming up top of the hour today. stocks surging today, the s&p topping another key level. we'll ask how far stocks can climb. and the stocks are flying. and a big blow nor the regional bank our "call of the day." which one got chopped. we'll do it at noon, morgan. >> chopped all right. looking forward to it, scott thank you. it's been a

nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdgression. it's how i see my life. because it's my vision... preservision. it's our most dangerous addiction. so we took our worst vice, and turned it into the dna for a better system. we created bionic and put the word out with godaddy. what will you change? make the world you want. >> under my leadership, we have destroyed the isis territorial caliphate and recently american special operations forces killed the terrorist leader known as al baghdadi. the world is a safer place without these monsters. lou: without question. although, some radical democrats are questioning just that. the president today touting what is yet another impressive foreign policy victory in the middle east, tying the death of soleimani to an october raid that killed former isis leader abu al baghdadi as well. the pentagon tonight sending another 3,000 of our troops, the army's 82nd airborne division to kuwait, a battalion of some 750 paratroopers deployed to the same region earlier this week. the defense depart

nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdession. it's how i see my life. because it's my vision... preservision. ♪ >> raymond: welcome back to "the ingraham angle." terrorist, murder hi murder, evl mastermind, these would be acceptable ways of describing qassem soleimani. but apparently some didn't get the memo. last night, "the washington post" called soleimani "iran's most revered military leader." it brings to mind their eulogizing of al-baghdadi is in a steer religious scholar. journeyman i was tammy bruce, fox news contributor, president of the independent women's voice, and matt schlapp, chair of the american conservative union, thank you both are being here. this is how the broadcast media was describing this terrorist. watch. >> the u.s. have stripped iran of an inspirational military leader. >> he is the second most powerful person in iran. >> in iran, he is seen as a revered military leader. >> this guy is regarded in iran as a completely heroic figure, very brave. >> raymond: oh, the mother teresa of iran. tammy, w

amd. sure but those are previous powers that people thought nothing could fix and something could.s not wrong at ibm. i think it takes a distinction wishing investor takes research the to know what's wrong, but what do you like you have to have your own theory can't rely on the idea that everything aes wrong he's got his work cut out for him for sure, not just telling the story, but also isolating certain businesses and we'll see what he does structure wise. >> thank you very much for those thoughts and paul, great to get your insights. that does it for the exchange. markets are hovering near their lows of the day. now the "power lunch" team picks up all that coverage again, the dow down 540 points >>> good afternoon, everybody. i'm tyler mathisen welcome to "power lunch," as dom mentioned, we start with the big selloff on wall street we are very, very near the lows of the day the dow dropping nearly 600 points turning negative for the year as fears of the coronavirus outbreak spook traders ahead of the weekend and ahead of the reopening of chinese markets next week. they've been c

thor is winning because of the move in tesla's stock. >> it's neck and neck. >> and i think nick has amddriver in his. nick was right about the kansas city chiefs going to the super bowl, by the way. >> thank you for watching "power lunch." >> "closing bell" starts right now. >> welcome to the "closing bell." i'm morgan brennan on the floor of the new york stock exchange at the ibm stock leading the dow higher, strong earnings after yesterday's close. overall, though, a little bit more of a mixed picture as the dow tries to hang onto the gains into today's close with just 59 minutes left to trade. >> and i'm sarah eisen in davos switzerland where president trump tells cnbc he'll impose for tariffs on europe if they don't make

first there's amd that had a boost from barclay's this morning.t's resurgent demand for datacenter and they're taking share of personal computers, red hot processers and manufacturing problems at the chief competitor the problem, barclay's raced from 32 to 50 on precisely the same old positives given that the stock is sitting at just below 50 bucks, i don't regard that as very helpful. do you this analyst has had equal waiting, wall street speak for hold, on this one as the stock surged higher. now ketchup. i say thanks for nothing sometimes you get the old indignity, the price boost coupled with simultaneous downgrade. what's the morgan stanley did today with the stock of tesla. they raised the forecast, raised the target, downgraded from hold to underweight, underweight being sell now to be fair, tesla's been on an incredible run. it's more than doubled in the last three months and this analyst miss td it underestimated the earnings power. saying nothing of morgan stanley targets. the stock's above 500 for heaven's sake making this the worse kin

out there >> i would say there's a chance that amd doesn't reach the heights that everybody who's buyingt today might think but i do think that they've had a great turnaround and deserve some price appreciation, maybe they're a little ahead of themselves now. >> charlie, you don't like tesla and the other frothy stocks, what do you like what's getting your attention? >> it's value stocks, low pe stocks this has been for the last 100 years value stocks have beaten growth stocks for every 10-year period except for the ten years ending in 2000 and ten years ending last year and so value stocks are just very cheap compared to growth stocks so there's some names like we talk about goldman sachs trading at book value. we talk about lasard trading 11 times earnings. media, of course, is extremely cheap. so there are pockets of value where things are still attractive overall market we would call fairly valued to maybe overvalued. >> kim, how much longer do you hang on to intel >> well, i would hang on for the foreseeable future because i think that demand is only going to grow for chips and they

i mentioned amd is up 4% today apple and a host of others are moving up. more than the market i think that continues in the consumer electronics show. then after but i think there will be profit taking after consumer electronics show starts. >> you think this runway for technology has some legs >> i do. >> yeah, i do. i think also when we talk about technology, it's important to remember that we don't need to necessarily be referring to the biggest, swankiest companies that have the huge multiples i'm reminded that technology includes the laggards that have low multiples but huge returns last year like western digital technology can boom. it doesn't need to be last year's leaders who drag the index -- >> you think you do a little barbell. it's a good point. you can have exposure to tech, but you don't have to have the five best performing names of 2019 be the totality of your exposure my favorite is google. google broke out substantially in october i think this move is -- you could see 1,500 without any stretch in the valuation relative to its peers. i lov

the spread of the insecif was amd by rainfall at the end of last year.ntries like ethiopia and somalia struggled to handlehe crisis. our africa correspondent sends us this report. reporter: from a distance, it looks like northern kenya is burning. but these are swarms of locustsp ading like wildfire across the one of africa. one swarm can have more than 200 million insects. >> these are creatur flying above me. look harmless. hundreds of millions of theare flying at the same time, the amount of destruction they can cause is unimaginable. >> he tells me this is the secondnvasion he witnessed in 60 years. heayhe brought dozens of people here to spread word of the invasion. elsewhere, gunshots, teargas, and istles. people and governments across the region are des trateo save plants from being devoured. >> they are moving this way. reporter: conservation gros are helping tracking movements of the swarms. the kenyan and rnhiopian govents are using spray to try to kill the insects. lbut withtle success. gia re devastated by years of drought seemed to he recove

they have a broader array of product line amd is more centralized. i'd be with the amd and nvidia rather that over texas still. >> texas has outperformed the broader chip market. wherever we have taken the move straight higher it's had a nice rally. beats on the midpoint on the range and top on bottom line and the fundamentals here, i think people need to see the analog industrial space begin to really show some growth before they get excited about the name. >> i mean we are hearing sentiment about growth coming back and confidence coming back. i think, you know, it's just the stock was up $17 in the last two months maybe so the bar was pretty high i think it's a decent quarter was the bar was high going into it. >> good discussion on txn. up up next big time guest on big time name. his expert take on the coronavirus. >> come on, doctor. >> is there a doctor in the house. >> right after this quick break. hey, saved you a seat. this round's on me. hey, can you spot me? come on in. find your place today, with silversneakers. included in most medicare a

probably have a bigger move than intel will, and amd doesn't report until next tuesday. but that's the market. >> that thing has been on fire. >> just like the beta. >> let me ask you a question, since we are talking about tech and semis or software or what have you i see that you -- you still own adobe, right this is a stock that's been hitting new highs almost daily as well. >> what did i buy at, 270 in the end of november when analysts came out and downgraded it and said they are not going to do well the ceo came out weeks later and said you are wrong it is up to 350. that's a huge move. >> what getsto you bang the whole thing out? >> to me, that's -- at this point -- >> that's my ask halftime for you. steve, i own adobe i have ridden it with you from 270 to 350 i am getting skittish like i am hearing some of you on the halftime report today, should i sell my position and put the money somewhere else >> the answer is, you should take some off the table. position got too big for me because of the growth in it. until the momentum and the fundamentals subside i am stayin

amd is mid 30s it was down in 19 land not that long ago trim these things. what more are you looking for? >> analysts are looking for 80 from western digital from 65 >> i have that. >> analysts are look for 65 from micron, it is up 60% in three months. >> they have earnings. >> enough to justify that move in three months? >> yes look at cisco, you can make a lot of money i bought western digital i paid $37 for it this week a year ago and on a $37 stock with 7 of earnings and a $2 dividend that's easy math here we are analysts are saying the earnings are not going to be $7 they are going to be $8.50 that is based on money and cash that's flowing in going into people'spockets. >> the price targets are being hit faster than people think the s&p targets are being hit faster than people like ed expected they would. bump either that or the individual stock price targets higher. >> when you worry about valuation it is all multiple expansion. if just the p is moving and the e is not, that could be a problem. in 2020 i think the e starts to pick up and the market has

nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdy life. because it's my vision... preservision. apps except work.rywhere... why is that? is it because people love filling out forms? maybe they like checking with their supervisor to see how much vacation time they have. or sending corporate their expense reports. i'll let you in on a little secret. they don't. by empowering employees to manage their own tasks, paycom frees you to focus on the business of business. to learn more, visit paycom.com ♪ ♪ wherever we want to go, autosave your way there with chase. chase. make more of what's yours. david: spectacular numbers today on housing, starts jumped 16.9% last month the biggest jump in 13 years and jackie you've been digging down into the numbers. >> is the housing starts came in at 1.6 million with the highest that we've seen since 2006 and the jump year on year was a little bit more than 40%, single family homes highest level since 2007 multi-family the strongest since 1986 so what's fueling this right now obviously is low interest

. >>> we will also take our positions today on starbucks and amd.report after the close today. let's not forget about apple and everything else, too we will see you in just a few, carl five minutes away. >> going to be a busy night. thanks scott >>> look at shares of pay layers surging post earnings after a beat on both the top and the bottom lines their ceo scott wine joins us exclusively this morning good to have you >> good morning. glad to be here. >> it seems like quarter after quarter if the questions aren't about tariffs and sourcing it is now about the coronavirus and sourcing can you tell viewers essentially what you said on the call? >> we felt good about the fourth quarter and the way the year played out for us and we are optimist, heading into 2020 both with our products and our leadership team and obviously the curveball thrown with the coronavirus. we source some from china. parts are still flowing. we have restricted travel but we don't expect a significant impact to our business there was an extension of the chinese new year which we

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amd getting the upgrade to buy at mazuho upgrading to $17 by $5 a a share. >> i understand why they did it. they think the pricing pressure from intel behind them they think market share gains in front of them we have seen a turn in the space. all that's good. i wonder, they were at neutral and 38 he when the suffolk was lower. and now 5 a with the stock i don't know, 48 where it closed today. i'm wondering it's either a bold call or the horse left the barn. >> up 70% in 90 days >> i know. i probably wouldn't make that call. >> with growth they still go the names they find growth in the same names they found growth in before can't switch it up it's almost autopilot. whenever the smoke clear clears whether it's iran issue are or any other geopolitical they go back into -- >> there are too many people buying the same stocks >> they are crowded trades that's it. >> semiconductors and f.a.n.g. and that's it. >> i think in amd case it's a phenomenal run but you are bringing on the heart ache because you have a dynamic where the valuation doesn't make sense. i know it's not the valuation show

it blows away the amds, the microns the texans of the world. you ride it until you see a recession. when that happens then you have got to get out of it. >> loop capital is saying get out of it now. they cut to it a sell today. they say, given the firm's own guidance -- let me finish. given the firm's own annual 2020 guidance, we expect the annual comps to deteriorate quickly with mid single digit growth in q 2 followed by mid single digit declines in the second half. that's entirely the opposite view of yours. >> i mean, i disagree. and i do feel a little bit incredulous that after that report last night somebody could come out and be negative i understand second quarter comps, it is hard, especially when they raised revenue and earnings guidance above where consensus was. >> i agree with you. i was surprised they downgraded it to sell now way to rain on the parade. >> it is tough to take that view i try to be open to alternate viewpoints it is tough to be open to that one. but let me tell what you to do with the stock if it gets to 16 times earnings that's a good trim don't get ou

nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdbecause it's my vision... preservision. ♪ ♪ >> the american people, rightfully, have serious concerns about a war with iran and whether we are safer today because of this president's foreign policy which is so often impulsive and erratic. paul: democrats on capitol hill nearly united in their criticism of the president and his decision to order the strike that killed qassem soleimani. a move my next guest says deserve ises more bipartisan support. former connecticut senator joe lieberman joins me now. senator, good to see you. >> you too, paul. thank you. paul: so when you say it deserves more bipartisan support, why? >> well, to me, it just seems that the killing of soleimani seems so eminently in the national security interests of the united states. i mean, everybody by now knows the record. you can hold him responsible for the deaths of hundreds of americans directly since, over the last 15 years and thousands of others. all those, including democrats who deservedly are critical of

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nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdon... preservision. 45 plus at average risk. i've heard a lot of excuses to avoid screening for colon cancer. i'm not worried. it doesn't run in my family. i can do it next year. no rush. cologuard is the noninvasive option that finds 92% of colon cancers. you just get the kit in the mail, go to the bathroom, collect your sample, then ship it to the lab. there's no excuse for waiting. get screened. ask your healthcare provider if cologuard is right for you. most insured patients pay $0. gerry: odd one said this week at just about the same time that nancy pelosi was preparing to deliver to the senate's articles of impeachment against president trump, the president himself was announcing to great grandparents signature achievement of this administration. phase one of a trade deal china. the impeachment saga looks like it will roll on for a while yet, but the outcome to that drama seems pretty typical. the china issue will also unfold but the consequences are much less certain. the agreem

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nutrient formula recommended by the national eye institute to help reduce the risk of moderate to advanced amdession. it's how i see my life. because it's my vision... preservision. gerry: my guest is mark lanser is not only a good investor but co-owner of the milwaukee bucks. let's just go quickly back to the presidential election first. as we sit at the open you got a good strong economy unemployment is at the lowest rate in 50 years the market has been strong inflation is low that's usually a recipe for reelection for an incumbent president. how on earth, thus swimming the economy does not tank this year, how to the democrats beat president trump? >> it's actually very easy it's not complicated. if you sort of think about everybody on the left is going to vote democratic. everybody on the right is gonna report vote republican. so every prudential election is decided by three or 4%. so it's everybody who's in the middle. are the people in the middle tired of all the noise? if they are, then they are voting for change. if they are not, if they're happy with the noise and they are happy with w