now you have to ask, has broadcom come too far too fast given this double top? again, the downstream names have worked, but you have to be concerned that broadcom seems to have trouble here. maybe it's time to take money off the table. >> other names when you look downstream, a little bit of a stability performance in the last couple days. that's a name you want to own. which we talked about last week. pulled back. getting a bit of an attempt here as we say to stabilize once again. i don't know if you want to play with that name. the last name to talk about here because it is victim of the apple system is rim. and rim continues to trade poorly. you have rim now sitting below 15 bucks. i still think rim goes below ten before it gets above 20. >> what do you think in terms of multiple that apple deserves? right now it's trading in line. that's with the cash and the stock. if you take the cash out, then i guess it's less. bertha coombs who was covering for us today said if you take the multiple of other market giants way back when, oracle, ge, so on. that was like

earnings we've been following on the plus side, whirlpool, broadcom, aetna, all gaining. revenue growth is the chief concern with amazon. finally, look what's ahead. a very busy day after the close. i will bring you a lot of these names and what the results are. qualcomm, chipotle, green mountain, what's a day without green mountain and herb talking about it. we'll see what happens after the closing bell. electronic arts trading down. we'll hear from ea as well. >> brian, thank you. let's cover the waterfront from y europe to facebook. ipo filing from facebook is the topic. we bring in kayla and simon hobbs, both standing by at global headquarters. simon, wait a minute, we were hours away from a greek restructuring deal. now we are days away from a restructuring deal. what a surprise. >> that's true. what i wanted to draw everybody's attention to is the strong performance we're getting partly as a result of that entrance on germany. the german index, the bulk of the german index is up 12% so far this year. on the manufacturing data in the united states and china and germa

on the move, take a look at broadcom despite weakness in europe. the chipmaker beat the street with the quarterly numbers. the mobile computing number being the key driver there. qualcomm rising higher after hours. maria, back over to you. >> the "countdown" is on to facebook's ipo filing that could happen any now. julia, we hear you've got an exclusive sneak peek of the inner workings of facebook. tell us about it. >> i did, maria. it looked like a pretty boring corporate office here. but it's very cool inside. all exposed, you know, steel beams and unfinished wood and concrete floors. i hear that mark zuckerberg and cheryl sandberg are to be in the office today and we can expect them to give a speech to employees, gathered together all the employees, perhaps all 2,000 that are in the eight office buildings, once that s-1 is filed. i'm sure they'll be celebrating. they have these mini conference rooms, since it is an open plan, they have mini conference rooms where there's a treadmill in there so people can be on conference calls, and talking on t

trading the apple eco system after broadcom's big beat. we'll look ahead to qualcomm's report. b.k., stocks are surging. maybe a greek debt deal hours away as some of the reports say. chinese data better than expected. you sent a note out this morning that said you're long everything. >> i'm long everything. i'm long everything as of last week when the federal reserve told me if i hold cash, i will lose 2% this year on inflation. they're the ones who control that. i don't want to hold cash. you want to own stocks. you want to own commodities. actually, the pmis were fairly good. even in europe we had expansion. now we have europe, china and asia all expanding. that's positive news for the economy. that's positive news for the stock market. >> speaking of pessimism, kor fat the scene, the numbers today seam to undercut your theory. china's going to have a hard landing, you could argue right now that argument is almost off the table altogether. the data out of europe doesn't seem to be all that bad of late either. then you could have this deal in greece. >> scott, i disagree enti

they're red hot. >> broadcom beating street estimates.ing a dividend increase. >> we had mcgregor on the show. apple is on fire. >> newmont minding downgraded. >> we had the ceo on the show. they can't find gold. costs a lot of money to find it. >> and lvs earnings estimates raised. >> macau numbers were out last night. they're terrific. this is a very powerful story. >> for more on the stocks, go to sots.cnbc.com. >> a sign of how easy concerns are in europe, germany pays a 1.8% ten-year. the second lowest ever. is it going to get better than this? >> germany's economy is so strange. we're making no money in this country on ---ive to tell you, this is all about blooding the rest of the continent with money and there are people who want to be in a hard money situation. i guess they feel it's germany. guess what sf it's the same currency. i would be a seller of german bonds. >> tonight? >> core labs. i want to find out whether you can switch quickly enough from drilling for natural gas to drilling for deep oil and regular oil. i think you

broadcom has made dead boosting the u.s. military presence in the asia pacific region as a key priority and where some believe is to counter a chinese might in the region so could this powerless triangle between china and america actually trigger a close set chinese e.u. cooperation. there's a sense in china. and so commands of china by the united states rhino and. the united states in asia pacific so are trying to do some balancing out of this one of the many important members that china wish to engage. so this kind of a cold war mentality existing in the ocean it's need as expression it is realistic diplomacy and research is so sure that. in this world. yes and he mentioned that twice. rather do you expect china to become more vocal on the international stage as its economic power surges while that of the e.u. and the us wanes and we can. it is not because they are trying to do such a present because china is also witnessing its own leadership change and is probably would have another round of diplomatic shipped so a presi

>> the companies more levered to apple in my sector, in the chip would really be qualcomm, broadcom,ple others names, skyworks swks is the ticker there, and crus is highly leveraged, so a few of the biggest ones. >> i do have to acknowledge that if the sector has had a great run, i think only out3r67d by the home builders, is there a bit of overperformance that needs to be shaved off? >> probably the sector is due for a pullback, maybe a bit of a sell-off here. i was kind of interested in downgrading stocks, but the fact is we're early into the semiconductor up cycle, which should play out over the next nine months, so the fundamentals are still on the com, if you will, so i think it's too early to downgrade the stocks. i think we're going to get there. >> interesting, craig, great to have you on the show. >> thank you so much. >> talk to you tonight. >> two of them on his list are two the of ones i love. don't own either right now? >> why not? >> there's a lot of conviction -- >> because they exploded to new 52-week highs, qualcomm coming off a 52-week high on the downgrates that st

another chip stock to highlight as well is broadcom, on the rise on that ipad 3 talk.be one of the key suppliers for the iphone and the ipad. bottom line, mandy, money continues to flow into tech. i'll make sure to bring out my pompoms when we hit 3000. >> get them ready. thanks a lot, seema. >>> priceline is trading at highs not seen since july 1999. it's coming off a blowout fourth quarter at a 66% boost in its earnings. justin patterson joins us. justin, can it go even further than this? >> we think so. our price target was raised to $730 today. >> why? >> priceline has the best international exposure in the group. it grew about 78% last year. we think it can grow 30% over the next three years. >> it's got competitors like expedia and orbitz? >> priceline has done a good job securing the western europe market and extending its presence into asia and now latin america. if you look at a market like western europe, it's a lot more fragmented than the domestic market which is really chain dominated. priceline has a tremendous edge in terms of the number of hotels there.

obviously last night was broadcom. projections going forward were strong. raising to the bottom line of the low end and the high end as far as the full year. so across the board just a strong beat by qualcomm. i think it does hit towards the $70. >> let's move to the next here. our own darren revel made his way out to indianapolis. he is joined by cam newton with news on cam's latest endorsement. >> that's right. cam newton is the favorite for the pepsi nfl rookie of the year. that'll go down on saturday night. but in the meantime, we're breaking that he is signing a deal today with pepsi co's gatorade brand. been in the league since 1969. not cam, gatorade of course. what's it like to do a deal with gatorade? you're only their third nfl athlete after peyton and eli. >> for me growing up as an athlete since the age of seven, i've always drank gatorade. so now me having an opportunity to be part of the family is just something that i can't even fathom right now. but i'm going to love in the long run. >> you went through a bit of testing today. they brought t

to note i was essentially long this market and a bunch of names like cummins, global industrial, broadcom, mexican and american cement maker. a lot of names are up. i think it's prudent to take a little bit of profits. that is one of the great cliches but remains true as steve will talk about. this was an incredibly robust headline number. probably taking a lot of people by surprise given intense skepticism in the market and the nature of stocks. we will get to worries next week or the week after. greece, whether iran and israel go to war. a lot of stuff to be concerned about. today is not one of those days. >> grasso, what are your clients telling you too buy today? >> clients are going to the risk assets. i want to sleep better at night. i own altria group. roughly 6% yield. for me i'm trying to make my portfolio. i don't want to call it bullet proof but i want to be able to have a little more at ease with it on the risk on, risk off days. >> i don't sense skepticism at all that this rally has legs, right? >> no. i feel like that bugs bunny cartoon, i keep acting it up a little bit here

like a broadcom is very cheap. and the apple derivative.inancials, i still like the insurance companies. i like prudential a lot. and -- >> and last one. when do we break the all-time highs of october 2007? when, when, when? >> let's just take baby steps here. let's get excited about what we have here. >> baby steps p i want the vision thing. s with your vision thing tonight? >> we're just getting the ball rolling here. let's enjoy it. >> game changer, folks. that's all k say. stephen weiss, phil orlando and stephanie link. coming up on kudlow with the economy improving a zero interest rate from the fed seems absolutely absurd to me. does the fed have the whole story wrong? we're going to ask an expert. former federal reserve governor randy krausener from university of chicago is going to have to suffer through me in the next segment. i am kudlow. we'll be right back. >> what makes scottrade your smartphone's most powerful trading app ? total access - to everything. from idea toresearc. including financials, indicators and real-time strea

if you want to play apple, you play it with apple or you play it with broadcom, brcm, a stock i own forack after the break. uh oh. should we be letting him p-l-a-y with our t-a-b-l-e-t? [ mom ] i think it's fine. it's the new element from at&t so it's w-a-t-e-r proof. cool. what else does it d-o? it's fast. it's 4g lte. what's l-t-e spell? nothing. w-h-y? hey, can we stop spell talking now? ok. a-y. [ male announcer ] buy a waterproof pantech element for $249.99 and get a 4g burst smartphone free. only from at&t. >>> boston, nashville, michigan, california. >>> someone had to say it. might as well be me. i'm talking about this morning when after listening to representatives of both political parties say things are still way too weak despite the bountiful employment number we got today, i just blurted it out right on the floor of the exchange. i said enough already. things are better. we have learned a lot of things over the last few years, chief among them that the only good and trustworthy attitude to have toward the economy is to be gloomy. we know that the moments we aren't pessimist

i don't want to play other than broadcom and qualcomm.to play apple, guess what, buy apple. let's go to ron in virginia. ron. >> caller: hi, jim. appreciate your show. >> thank you. >> caller: especially your subdued voice on the republican debate. i like your take on general mills, gis. >> general mills, i never go against the general. consistent cash flow, good dividend, doing a great job. not going to set the world on fire, but an excellent stock to have. let's go to paul in texas. paul. >> caller: boo-yah, jim. >> boo-yah. >> caller: bred, born and raised in hazelton, pennsylvania. like you, 66 years old. >> well, until the end of the week. what's on your mind? >> caller: i got to get this in. if you want to make money, learn, have some fun and stick with cramer. that's cramer with a c. >> that's nice. thank you. thank you very much. >> caller: okay. i got a stock, vvus. >> anti obesity, very speculative, but i am going to endorse it. understand, with a speculative stock like this, you can lose a lot, and make a lot. as long as you re

if you want to play apple, you play it with apple or you play it with broadcom, brcm, a stock i own foroing quite pl. "mad money's" back after the break. >>> someone had to say it. might as well be me. i'm talking about this morning when after listening to representatives of both political parties say things are still way too weak despite the bountiful employment number we got today, i just blurted it out right on the floor of the exchange. i said enough already. things are better. we have learned a lot of things over the last few years, chief among them that the only good and trustworthy attitude to have toward the economy is to be gloomy. we know that the moments we aren't pessimistic, the moment we present ourselves as outright positive about a hiring number things will take a turn for the worse. then someone's going to run the tape of your effusiveness a month later and you'll look like a moron. you know what? enough already. i'm willing to take that risk. you can only listen to so many ceos and be on so many conference calls before you realize companies have stopped laying off work

broadcom makes chips that control the touch screen. cirrus makes the audio logic chip in that.he display. lcd systems here. a couple other companies around here, like win tech that makes the specific part of the touchscreen. nice move for all of these particular stocks. elsewhere, very choppy economic news today. i think that's part of the problem. one of the reasons we're having trouble moving things forward. take a look at how choppy this news has been. we've got durable goods. that's been a big disappointment. home prices were on the weak side. then we had consumer confidence. that's a good number. best we've seen in a year for consumer confidence. the richmond fed, expansion continues there. that's what i mean by choppy economic news here. some good news, some bad news. let's take a look at some other things going on. the vix. i've been asked repeatedly why the vix is at 17. look how low these numbers are here? 17. is it going to move at all? there's a lot of uncertainty sitting around that. you don't want to look at the vix cash bryce. you want to look at the vix curve goi