that's autodesk. don't forget skyscrapers you need them. autodesk.al software for anything architectural. you have to buy it by subscription. 90% recurring revenue. they're coining revenue. i did a piece when they're at 80, here's the best company you never heard of. >> they were -- a couple of activists went in there. >> they had the wrong model. had to switch to the salesforce model. >> they got a few keyboard members. let's take campbell's soup for a moment. we hit it -- the stock is down let's call it 3%. food particularly the middle of the stores. they like to say. you're selling this stuff that's got a lot of sodium in it. not selling so well for you. >> they did call out snacks as being better. now here's what's important. david, you are familiar with the work of paul polman. >> yes, i am. unilever, he joined you as a guest. >> he may be one of the sharpest guys on earth and he's saying the center of the store it's great for me. he's hitting it out, why? because you have to revitalize the center. you have to come up with new products. if you h

autodesk beating estimates. alliance data systems here.he best performer in the s&p 500 at the moment. john deere, the tractor maker, coming out ahead of estimates. we are definitely seeing risk appetite in stocks. the memo. did not get people are still buying gold, which is traditionally seen as a risk hedge. we are also seeing the japanese yen versus a u.s. dollar. the yield on the two-year is unchanged. i saw you bring back one of the themes of the week. speaking of the week, u.s. stocks have recouped much of the losses from this we caused by a political turmoil. investors are readjusting strategies. here are some investors telling bloomberg how they are handling the turmoil. >> the trump trade we have all embraced that has driven markets to new highs in equities is coming to an end. >> it's nothing to run around with your hair on fire. recalibrating in the expectations we have of things getting done are getting adjusted. >> we have had four straight months of inflows of foreign investment into emerging markets, reversing the trades we

autodesk, the world of computer aided design. since then it's stock hasn't been able to stop climbing. in this is beginning to feel like the nvidia of software. i would have named my horse nvid nvidia. qualcomm has officially broken out. remember, tim collins said it's going to go to 59. so here it is at 59, so he's taking some profits, that was his initial price target. the video game complex including the game developers and the semiconductors that power them, take two rallied. remember, this video game move is all about the stay at home thesis that we propound daily. the idea that these days people love to sit at home, play video games, maybe checking their facebook page, drinking beer, look at dominos making a new record close, or munch on fritos or doritos. i had some fritos on saturday. i couldn't believe how good they are. anyway, shocker, pepsico just broke through to an all-time high too. stay at home thesis is -- that was easy. >> there you go. then there's apple. apple. which in many ways is the company that makes the

. >>> check out the stock that's up almost 16%, over 90% over the past year, autodesk.ne of the ceos will join us next on "squawk alley." >>> a nice first quarter earnings beat for auto desk. holding on to those gain, up 6%, at it vents on the cloud. the company makes software used in manufacture iing to movie making. mainly construction as well. good morning. >> good morning, john. thanks for having me. >> so, how could 86,000 subscriber, results ahead of what the street was looking for. interestingly to me, you seem to be picking up a lot of subscribers in emerging harkt, which i recall a decade ago talking to carl bass, your former ceo saying these are people who aren't pay, but we hope one day, they will become paying customers. >> the subscription model is is essentially changing the game. the whole move to the cloud is changing how we deliver software to our customers. people who used to be user, but not customers, are now customers. it's just easier to access the software and the model makes it easier to become a actual paying user. >> so, was it just the sticker

autodesk up more than 30% this year anyway.y, it's the s&p 500's biggest gainer. >>> next, champagne wishes and caviar dreams, only one man in the world coined that, but those dreams are so yesterday. how the lifestyles of the rich and famous have changed since the great recession, and will president trump making rich acceptable again? the one, the only robin leach. i'm going to do my imitation of robin leach. >> it's not a good one. liz: when we come back. stay tuned. ♪ whether you're after supreme performance... advanced intelligence... or breathtaking style... there's a c-class just for you. decisions, decisions, decisions. lease the c300 sedan for $399 a month at your local mercedes-benz dealer. ♪ muck. ♪ ♪ liz: it hasn't been all work and in play here in vegas. last night we got front row to see '80s rock superstars duran duran. i showed up a half an hour early, yeah, i was a place setter. we were so close to the band that we sang a along with them. there he is holding out the microphone. we had peter schiff, a big gang th

. >>> autodesk posting a smaller than expected loss.he software firm reporting higher sales for its first quarter. that stock up almost -- up almost 10% here. a lot of stocks to watch on friday morning. >>> still ahead on "worldwide exchange," overseas hot spots protests in venezuela, elections in iran and the president's first trip abroad. a round up of the global events today and a summary of the text se seema just received. the baby's room won't build itself. and her paw won't heal on its own. we're all working forward to something. synchrony financial can help your customers make it happen sooner. so she can plug into her dreams... and they'll have a new addition for their new addition. whatever you're working forward to, even if it's chasing squirrels, synchrony financial can help you get there. >>> good morning. welcome back to "worldwide exchange." happy friday to you. i'm wilfred frost, along with seema mody. if you're just waking up a look at futures markets. we are called higher, so we will extend that bounce back following we

finally, autodesk is up nearly 2% due to an upgraded morgan stanley.s stock and climb higher by at least 30%. the analyst over there thanks the free cash flow potential is strong on a sticky customer base. jonathan: thank you very much. joining us now from chicago is bi b onkyo -- the echo - anco. us stocks like a highly paid free agent in sports? draft thishe nfl past weekend and every stock investor like to think that just think of them as a general manager trying to find an undervalued jim. this market is more like the guy that pay $25 million for an established superstar. usually, you overpay for those guys but in this case, it's working. it's working because of what we saw with earnings last week. 190 s&p companies reported. and it was great. almost 80% of them beat estimates. the overall year-over-year growth rate and earnings jumped to 12.5% from under 10% just a week earlier, even 9% growth of you take out the volatile energy sector. so good with earnings numbers last week that companies are now reporting positive guidance and the year end numb

you have autodesk, apple, facebook, activision blizzard.nies release quarterly earnings reports including apple and facebook. the sector is the year's best performer up more than 15% so far. as we talk about trade here, technology front and center today, guys. let's send it back downtown for the start of "squawk alley" now that this hour of "squawk on the street" is over. >> thank you very much. good morning. it is 8:00 a.m. at applecuperti. 11:00 a.m. on wall street and "squawk alley" is live. ♪ >> good monday morning. welcome to "squawk alley." kicking off the month of may. it's going to be a busy week in our nation's capital from health and tax reform to the rising tensions with north korea. the president weighing in on a number of those issues over the weekend and for that we turn to eamon javers in washington. good morning. >> reporter: good morning. fascinating

a round trip over five days, autodesk, meantime, best perf m performer in the s&p.k and raised price target today on the heels of a design software's company revenue beat and smaller than expected quarterly loss after the close last night. >> nearly 15%. the broad markets rallying, but look at footlocker, not only having a horrible day, but week. down 16% today, and i thought i read it's down about -- let me get this right -- yeah, down 21% this week. >> yeah. >> i mean, not a lot of data for that, but disappointing report for sneakers, hurt by a stronger dollar and delayed tax refunds preventing u.s. consumers spending earlier in the year. we talked about this theme before. this is an incredible reaction for something that, if it's the the case, should be moved into the following period. >> right. the fact you say march and april were better, nobody is caring about that. they are blaming the stronger dollar, it's not that much stronger. >> right. >> so it was not -- on that category, it was not that wide of a miss, but human reaction. >> retailers under huge pressu

autodesk up 13% in the pre-markets. first quarter, but that was much better than expected. trying to shift to a cloud company as well. --nate friday potentially mna friday potentially. the wall street journal a has made aat vistr takeover offer for dynegy. this would help them expand out of texas. some analysts say that it would make sense. in a weaker sector, some are uniting against the. david: president trump is about to get on a plane for saudi arabia. one of the questions now is whether he will name a new fbi director on his way out of town. joining us now is marty schenker. he word yesterday was that may name somebody on the way out of town. where are we today? marty: we are now hearing that may be he is getting some advice to take some time, and that is in the context of joe lieberman being among the front runners. the assumption in the white house was that he would breeze through them and ultimately he might, but there are a number of expressingho are concern about a political appointee in that role. david: he c

i love the autodesk quarter last night, the applied quarter's, nvidia is moving up.m equipment internationally for deere incredibly strong. we had no misses last night. >> we look forward to your deeper analysis coming -- >> footlocker, be careful. >> still to come here on "squawk box," cnbc's new class of disrupters play a game of would you rather. we ask them if they want the ability to fly or be invisible. their responses coming up. -what? -we gotta go. -where? -san francisco. -when? -friday. we gotta go. [ tires screech ] any airline. any hotel. any time. go where you want, when you want with no blackout dates. [ muffled music coming from club. "blue monday" by new order. cheers. ] [ music and cheers get louder ] the travel rewards credit card from bank of america. it's travel, better connected. the travel rewards credit card from bank of america. we've done well in life, with help from our advisor, we made it through many market swings. sure we could travel, take it easy... but we've never been the type to just sit back... not when we've got so much more to give