top analyst bob peck, the bob peck, weighs in when "fast money" returns. money retirement squirrel from voya. we're putting away acorns. you know, to show the importance of saving for the future. so you're sort of like a spokes person? more of a spokes metaphor. get organized at voya.com. remember here at ally, nothing stops us from doing right by our customers. who's with me? i'm in. i'm in. i'm in. i'm in. ♪ ♪ one, two, - wait, wait. wait - where's tina? doing the hand thing? yep! we are all in for our customers. ally. do it right. we are all in for our customers. hey, jesse. who are you? i'm vern, the orange money retirement rabbit from voya. orange money represents the money you put away for retirement. over time, your money could multiply. hello, all of you. get organized at voya.com. >>> welcome back to "fast money." apple shares getting hit today kicking off the top trade. stock down nearly 3% after yesterday's big iphone event and the company getting quiet saying it won't release the sales numbers following the weekend after the launch reducing visibility for the street. dan? >>

thank you to bob peck from suntrust and rob sanderson from mkm partners.eekend. >> thank you. >>> when we come back, uber partnering up with microsoft to make your ride a little safer. first rick santelli, what are you watching today? >> well, first of all, i have jim bianca with me. that's what i'm watching. we'll continue to talk about the bank of japan. markets are trying to hold it back. what's your analogy, jim? >> king canute trying to hold back the tide. to growing busines across the city, increasing productivity like never before, which is amazing, unless you're a barista. cdw implemented dell poweredge servers with intel xeon processors to allow people to work from anywhere, so lucky me. so nobody wants coffee?! hey, can i get a couple copies? enhanced mobility by dell. i.t. orchestration by cdw. we're drowning in information. where, in all of this, is the stuff that matters? the stakes are so high, your finances, your future. how do you solve this? you don't. you partner with a firm that advises governments and the fortune 500, and, can deliver i

talk to you soon. >> thanks so much. >> suntrust bob peck. twitter on the move falling off its best levels of the session. joe. >> i think if their deal would be close you'd see things happening to the boards and i think that's what's important. why wouldn't jack dorsey step off the board of disney? on the board of disney and sitting in a room discussing with disney what they should do with twitter and needs to step off that board. sheryl sandberg sits on the board of disney, look at seasforce, look at alphabet. alphabet's youtube ceo sits on the board. we're close to a deal. that's what you have to look. reshuffle the boards to align with fiduciary responsibilities. we haven't seen it yet. >> what do you do if you're an owner of twitter shares at 12.05. >> if you're a realist, i'll tell you what to do and told josh brown yesterday. what you do you sell either the 22 or 23 calls, now, josh said not enough, i deserve more. i don't think you'll get any more, josh. and everybody else out there -- >> peck said you might not get this much. >> i th

bob peck who covers that company for sun trust. welcome. what do you make of the move?ring if the market in some respects is getting ahead of

. >> bob peck's story was difficult today, twitter not in play, the first year, i think there are a theiatives. >> i would be curious to see what comes out of that meeting, that he may be correct, mr. peck, but it's not clear to me, which is the reason i did the story on thursday, because i think there are going to be some important things discussed there, particularly, again, to come back to the idea that this board knows that there is the potential at least for some activist investors to make their life more difficult. the nominating window for directors does not come up until, but they're aware of that, they're aware that you cannot put up the top line growth they have in the past and expect to go on your way and have a long leash, so i believe it will be some discussion of that meeting on thursday and you've got to wonder as part of that discussion they say, is it time to at least consider other options. >> wow, so you're throwing cold water on peck's cold water? >> yeah, i'm just reiterating what i reported on friday -- on thursday, which you were sitting right here for. you rememb

. >> it is fascinating because there have been a punch of notes, bob peck today they see a big downside wants it for an entirely different reason. disney wants it to, i believe, not like anyone is saying, this is what i am saying, but it makes a ton of sense to merge it with their baseball technology because it works already. >> and what happens to other content providers who don't want to be on a platform owned by a rival? >> well, that's why i think they have to really think this through, because it would -- it may not be as additive to earnings. facebook doesn't need it, they already offer you what a client wants. >> by the way, that is not to say -- we've confirmed disney, potentially microsoft, salesforce and google, it does not mean there may not be others that come to the fore, particularly as this moves -- >> how many? how many? >> i don't know. >> how could this be down four when everyone walks away. everyone is kicking the tires like some lemon? >> a lot of people kick the tires, take a look. we don't have a formal bid as yet so we don't have full price discovery. that's the q

we might talk to bob peck in the next couple of days, but certainly speculative name that with the producthas been long anticipated, guys. >> and i guess, you know, you make the argument that apple music and to an extent spotify created this pricing umbrella getting people used to the idea. used to just basically be a pure m&a speculation with pandora, but seems like people think over time maybe they can make the numbers work. it hasn't been proven out, that's for sure. >> has not been proven out. there has been interest in the past from sirius, but no real interest in the part of pandora at least engaging at this point. >> but they have an activist, right? >> they have keith in there as an activist to push but he missed the opportunity previously in terms of nominating director. so you may have to wait a while before getting to that. speaking of activist, we have news this morning involving perrigo, a name viewers might remember of course with the fight with mylan where they managed to keep the company independent saying we're going to do better than that 2.3 shares of mylan and $75 share