bertha coombs joins us with one big takeaway from the firm's results. good evening, bertha. >> good evening, sue. what we see from big tech companies like google is that mobile is really what matters and you need to have engagement with people on their mobile phones and that's where you're going to sell them advertising. although initially lower, shares are getting a bit of a boost as the executives on the conference call seem to be saying hey, we get it. we know they're talking about engagement on youtube, on mobile and how they are working on trying to get better advertiser engagement with regard to that. that is going to be the key here over the next few months. >> all right. excuse me bertha i appreciate that. stay right where you are. we get your take on amazon's results in just a moment but first, let's move to visa and the news here was very good for the world's largest credit and debit card issuer. it got help from lower gasoline prices and robust job market in the u.s. $2.53 a share and earnings that topped forecast by 4 cents. revenue a slight

bertha coombs joins us from the nasdaq with one big takeaway from ibm's report. >> reporter: bill the big takeaway that ibm getting smaller. the company went from over a billion shares at the end of 2013 and as of december 31st they had 991 million shares. people said as their year over year revenues declined for seven straight quarters over the watch right now, the thing that's helped them on the bottom line is the share buyback and share reduction. some people call it financial engineering but top defense raters with the share cap now so low, below a billion for a company this size it could very well make them vulnerable perhaps to shareholders with a big stake and try to call the shots. >> something to keep an eye on from bertha coombs in times square at the nasdaq. thank you. >>> after the bell tonight, netflix with blowout earnings last quarter after adding 4.3 million more subscribers. that was far more than expected after adjusting for certain items, the streaming video service took in 72 cents per share, easily topping estimates of just 45 cents. despite cost cuts and all thos

bertha coombs is there in times square. hey, bertha. >> hey, sue. one of the biggest movers is the nasdaq composite itself. 4736 and change is where you want to look. that's where we started the year. and right now we're just positive by about 1 point or so. and a big reason why is apple. apple, of course, the biggest cap. apple now positive. and right here at this level, $111.78, $111.89 is the level you want to watch. that's the 50-day moving average. if it holds there, then that's fairly positive for an apple close today. apple is positive for the year up better than 1% at this point. but so are a number of other big caps like monster beverage which keeps putting in new highs. that's up 9% for the year. gilyard, bed, bath & beyond. no surprise. tyler, again, no surprise here. the big losers are the small-cap banks. a lot of them with exposure to texas. back to you. >> bertha, thank you very much. >>> ford higher. the automaker raising its quarterly dividend to 15 cents a share. ford not the only automaker out with bullish news. gm raising industr

bertha coombs is at the nasdaq covering that story and more. bob pisani joins me on the floor of the nyse. a bit of a recovery but a lot of volatility. >> that dreadful attack aside two of the three of the macroissues are better today. oil has been stable on the upside throughout the day. that is probably most important thing. bond yields to the upside. dollar strength up. let's talk about specific sectors. department stores are having a great day. j.c. penney came out with terrific holiday sales reports, up 3.7%. this is one of the most shortened stocks on the streets. other stores dillard's, macy's having nice gains. we will hear from other retailers tomorrow about holiday sales. let's take a look at home builders, fha, government issuer of home loans lowered the annual insurance premiums. that is good news for first-time home buyers particularly. you see what that is doing to the home building group and companies on the higher end doing better today. commodity stocks doing good. they have had a terrible few months. cliffs vale alcoa reportin

we have bertha coombs at the nasdaq. russell and nasdaq getting hammered today. bob pisani is here with me at the new york stock exchange. we were down about 180 points or so. we have come back a tiny bit but the market is under a lot of pressure today. >> the three lows the low euro low bond yields and low oil all weighing on things. i want to show you major indexes right now. tyler is right. good time to hit on transports. they are getting hit. russell 2000 small caps weak. under performing the s&p 500. i want to show you some other stocks here. the industrial getting particularly hard hit. united rentals hit hard in the last few days slower construction. and tyler mentioned the railroads and transports and delta down 3%. those were heavy moves. big mining company weak on slower concerns over slower global demands. volume today is heavy. we haven't seen that in a while. i want to show you heavy volume. the russell 3,000 and russell 2000 right across the board these are very big widely owned etfs, have very heavy volume today. there are a number of bond etfs tha

on the nasdaq, the biggest lose esh in terms of percentage terms and bertha coombs is there. she's following the biggest movers for us. >> of course the big reason why it is microsoft, which is not so much a case of the strong dollar ate my profits, but really of great expectations not being met. there were some indication that is things are turning around like handsets they sold ten million phones, there's still a lot of issues that they are trying to turn that big stock around. today it is having one of its worst days in a couple of years. not only that it is trading on three times volume. it's a really negative sentiment here on microsoft even as it's slightly off of its lows. teeing up negative sentiment for apple this afternoon. there are a few stocks though that are bucking the trend. starbucks, i guess it's cold. people expect you're going to drink more coffee. it is trading at a historic high today, and what i call the couch potato trade. netflix rising to the top of the nasdaq 100. a lot of folks homestreaming today. >> indeed we do. let's if to dominik chu for a qui

right now we're joined by bertha coombs.>> washington will loom large over health care in 2015 with congress and the supreme court set to revisit health reform. repeal and replace obamacare? it won't happen. the republican majority in congress will revise parts of the health reform law likely eliminating the 2% tax on medical device. the employer mandate will stay but shift to kick in for workers employed 40 hours a week. the supreme court won't undo obamacare either. there will be drama when the justices hear arguments in king versus burwell. the case challenging obamacare subsidies on healthcare.gov because the laws wording for plans on state exchanges. a ruling against the administration could gut exchange enrollment. expect chief justice john roberts to find middle ground between the spirit and letter of the law. in the big push towards consumer-related health care, established players and new entrants are all going to push technology at us. making 2015 the year of the wearable health gadget. but even after l's watch wil

meg terrelle looks and bertha coombs tackles health care. >> reporter: washington looms large over health care in 2015 with congress and the supreme court set to revisit health reform. repeal and replace obamacare? it won't happen. the republican majority and congress will revise parts of the health reform law, likely eliminating the 2.3% tax on medical advices. but kick in for employees 40 hours a week. supreme court won't do obamacare either. there will be dram in king vs. burwell challenging subsidies on healthcare.gov. plans unstated exchanges. ruling against the administration could gut the enrollment. expect to find middle ground between the spirit and the letter of the law. >> in the big push towards consumer related health care established players and new entrants are going to push technology at us making 2015 the year of the wearable health gadget. even apple's watch will struggle to dominate in a crowded market. health i.p. infrastructure players will be the real winners with increasing demand on data. >> if you wanted growth in 2015 you almost had to be in biotech and pharma. s

bertha coombs joins from yous the nasdaq. >> it's been a million years since amazon touted its delightometer, but if it were measurement today, it would certainly be off the charts in terms of the stock. we're following that earnings report yesterday. the surprisingly large earnings they posted. take a look. it sent the stock now today to a six-month high. it's $16.5 billion market cap move, and it's only the quarter of -- it's having an outsized move on the big nasdaq big cap. we're also seeing some others follow along. google having a pretty good day today. seemed to talk pretty well on the conference call. shares turning around. although initially lower on the miss. yahoo getting a couple of upgrades. >> u.s. economy slowing in the fourth quarter from the torrid pace earlier in that year but there is some good news in the latest data out this morning. our senior economics report steve liesman is in san francisco to put it all into context for us. hi steve. >> take a look at the details. the best we've had since 2006. obviously, the best in the recovery at 4.3%. government spending down 7.

bertha coombs is following the nasdaq. >> the composite fractionally positive a few minutes ago.aps are really moving high. it's really a story about apple. apple near the highs of the session. investors now starting to look towards next week when it reports sales and the expectation is we could get a blockbuster number on iphone 6 and iphone 6 plus sales. biotechs continue to power forward. the big caps especially. a movement on one of them being mentioned this morning by -- they say if the president tonight announces a program, one of the flu shot sequencing programs that, could be very positive for the sequencing maker. you are having some folks starting to question the bubble lisciousness of some biotechs. some of the more speculative names. take a look at kite. they are getting hammered today on some of that negative. we are also seeing morgan stanley turning negative when it comes to the cable names. cutting its outlook on several of them. cutting its rating in fact on viacom to underweight from equal weight, and we are seeing those lower today. scream streaming media conti

let's get to bertha coombs with probably the stock story of the day. >> it really is. it's bringing everything down. apple is up as well. big cap tech. just nothing to say about it, but take a look at biotechs. investors, as they're looking in this down grab going to some of the ooshl suspects, and bidding them up. the biotechs are turning around. pfizer had very good comments. that has a lot of big biotech drugmakers today getting love. also, some of the usual suspects as far as momentum. netflix, of course, lots of folks at home streaming with the weather. take a look at gopro. tesla. some of the names today also enticing investors. back to you. >> i don't recalling what to say about it, rick. >> it is obviously not a high yield, and it doesn't look like it's going to be going a lot higher any time soon. considering how significant 171 is, it's the current 20 month low closing yield. we've had many handses to go after it. we just can't seem to get through it. you see on the intraday chart, 180, down two basis points. the chart at 30. they were also below significant

bertha coombs tracking for us. >> today very much in sync. apple off the lows had been down about 2% at one point. that took the big caps down. they were the worst performers. right now they've come back a bit. right now the nasdaq 100 down only half a percent. we have big ones that are losers. tesla down about 3%. with low gas prices people are concerned whether that's going to slow their momentum. stock a big performer last year. what continues to impress is the performance of bioteches. they were the big performers last year up more than 30% app today they continue to be positive throughout the session even as we have seen a pullback. back to you guys. susan? or sue? i'm getting you confused. >> either one. it's the sue show. all right. well, continuing where it left off at the end of 2014, prices at their lowest levels since may of 2009. jackie de angeles is tracking it today. >> we were low today almost as low as $52 but we're hovering around the flat line. not a lot of conviction into the weekend despite the fact you've got a dollar ind

bertha coombs is at the nasdaq with more. >> reporter: the nasdaq like the other indices yesterday got into positive territory for the year now negative for the year but for the week it is relatively the best performer and one of the reasons why is when we look at apple although apple has fallen back today after hitting its 50 day moving average, it's given back some gains along with the rest of the market. it is actually up for the week and for the year so that is providing a little bit of strength. nonetheless we're seeing a lot of decliners here being led by the likes of best buy with disappointing guidance there. also we're seeing some stocks though that are bucking the trend. you mentioned regeneron. but also we're seeing green mountain coffee putting in new highs and winn is one of the winners. back to you. >> drama at dupont fight for kroflt chemical giant heating pup let's take a look at shares of dupont. you'll see them before i will. doesn't matter. i don't need to know. down 1.25. david faber that's latest. this is the activist. >> a very large activist firm. 2015, well foll

but first straight over to bertha coombs with the nasdaq. how's it looking there? >> again, we saw the same situation there. we started off positive off the gate. the big caps are weak. apple of course which is partnering with ibm in the enterprise space these days that doesn't seem to be exciting anyone. certainly on apple's part. you had fred wilson the investor saying he doesn't think the iwatch is going to be that big a deal. i don't think so either. there's a lot of competition in wearables that will take awhile to sort itself out. it really is the russell 2000 and the small cap who is are the worst performers here in the day. they were the worst performers last year laggards. and they're laggards again today. even though we did see a move in recovery up in highs. what's bucking the trend today interestingly enough are the energy names. we had some what looked to be on the face of it bad news coming from linn energy. also slicing dividend as well. because of the problems with falling oil prices. but it appears people are looking for a bit of bargain hunting in

bertha coombs here. >> the nasdaq not quite as bad as the blue chips, nonetheless we are seeing the bigs weighed down and that is really a story about those big internet names today, with the congress set to set -- to take up net neutrality an not clear just how that's going to work out this year with the new congress, republican-led congress and the president. some of the big ones like netflix are under pressure. apple under pressure as well. chip stocks are a big source of the downward movement here today. they're all getting sold off. remember lately we have seen when there is a selloff, chips really take it hardest. biotechs often as well, but not today. right now, in fact, while the nasdaq biotech index is fractionally negative, the nyse arca index is fractionally positive because we have a lot of big movers like isis pharma, that's what's holding up the nasdaq a little bit bitter than the blue chips. isis at a historic level today on a deal with johnson and johnson on a bowel drug. it is up at a historic level after gaining 73% last year. jim will have the ceo on this afternoon. b

rick santelli bertha coombs and bob pisani. ha bertha, we may understand why and what's happening throughout? what did you see at the nasdaq? >> you saw tech under pressure. chips were a boozebig losers. a lot of banking sectors with exposure in texas like texas bank shares hit hard today and where people continued to sell. interesting thing i found was what was working even as we were selling off at the end of the year was working again today. biotechs managed to eke out a gain in terms of the arc of bio it is tech index and biotechs are up. all-time high after being up 70% this year. on a deal with j & j. the ceo will be on with jim cramer and folks looking bullishness with helalth care names. >> rick, we were talking about the space and which one is most important for the direction of stocks from here? >> you know i think that the energy market is important. but i really think that it's still going to be the dynamics of how all the parts of central banks will line up. mario draghi's got a lot of pressure on him right now and

bertha coombs is covering the action today at the nasdaq. not a very happy new year for the naz democracy and last week talking about close range of the all-time record. >> 15 years ago, in fact that's when i started reporting here and it's just wild to think that it's still has not taken out that 5048 intraday high of march 2000. some of the old names at the top of the list and 2014's gainers, biotechs are up there and definitely adding the weight to the upside as is microsoft. microsoft really come on strong over the last couple of quarters. today, it's definitely one of the shining lights but getting a lot of other names to the downside. the median names are down today. reports that yahoo! may be considering buying scripts network or talked about it according to some reports. interestingly, 15 years ago, the talk was yahoo! with $350 billion market cap to buy a broadcast network back then a. lot of other media names are also trending to the downside although i would say yesterday is a big media day. i watch more football in one day than i

i'm bertha coombs. withdrawing of 236 billion cubic feet that was above the range of what number of traders were looking for here. nat gas extend what was a massive short squeeze yesterday and it's moving higher with forecast for next week seeing a lot more cold weather on tap for much of the country moving here to the east coast. the biggest withdrawal last week here in the east coast with 127 billion cubic feet. so get ready to warm up your heaters, guys. back to you. >> it is freezing. thank you. >>> by the way, dow and s&p both now in positive territory, after declining ellier this morning. the swiss central bank shocking the currency markets rattling swiss exporters and currency traders alike. what does this mean for your investments? joining us kathie lee managing director of xfx strategy. how low can the euro go now that a key buyer of euros the swiss cent trap bankral bank is out of the market. >> parody. >> europe redollar. >> a long target from here. it's in the a one-way trajectory lower. now

bertha coombs in the middle of the action at the nasdaq market site in times square where i know our e "fast money" have a big event in a couple minutes, bertha. >> they do yeah. they are all behind me getting their pictures taken here gonna be i canning the closing pell. got dpoogle today, one of the drags here on the nasdaq. steifel cutting dpoogle, saying they kind of think that some of dpoogle's growth is behind them in terms of earning growth. stocks certainly down 12% from an all-time high last year. and they note that it's missed its earnings for the last five out of the last six quarters. apple though today is really what's been holding things up here at the nasdaq. right now, it is just above its 50-day moving average. a close at these levels is really a technically strong close for apple. it's been trading about average daily volume. the real stock of the day is supply on an upgrade from deutsch pank, a price of $90. it is trading above volume levels. one of the strongest volume levels here on the nasdaq, also at a all-time high today. we are watching the nasdaq close, wante

. >> bertha coombs is in times square at the nasdaq market site there. what's going on there? of the biggest daily percentage swings for the nasdaq since 2011. apple stays in the green on an upgrade from credit suisse but apple continues to have trouble technically. can't quite hold the 50-day moving average. biotechs are both the yin and the yang. still some really strong performers like cell gene and vertex but big drags like gilead gilead. apparently it's hep c talk not impressing investors. one of my favorite stories today, stars who were big in the '70s now in their '70s like jane fonda, lily tomlin and now woody allen signing on with amazon. they're big on streaming. i love that. back to you. >> maybe amazon knows where the money is bill. >> maybe. oil -- >> thanks bertha. >> by the wou,ay, oil dropping again. prices are higher in the electronic trading session. >> let's get a sense with jackie deangelis as to why the reversal. >> volatility in equities and commodities. a couple reasons, first is we have options expiration tomorrow. we tend to see some buying usually dur

bertha coombs at the nasdaq and of the panel. nasdaq held up reasonably well comparatively today but still some tough earnings out there. >> some tough earnings and yet today part of the reason the nasdaq held up was amazon. amazon holding up closer to the highs of the day after essentially setting out a new road map saying they're going to talk a little bit more about their web services, they actually posted that better profit, really starting to see who is operating in this environment with the currency and who can't. apple today was support after hitting that $120 print. there were a lot of people who had options, call options at that price. they end up today with them out of the money now. but overall, it was really the same action that you saw throughout the market which tells me it wasn't necessarily about selling off particular sectors here. this was really just everything -- if you look at all the charts, they all peaked around 230. you got that peak in oil. >> if it weren't for visa that was the only component on the dow