i, of course agree with carol roth.ink she makes a whole lot of sense, and i have been kind of in her camp for a while. i think the economic data are nothing to write home about, and i don't think that the consumer does have a whole lot more fire power. increeksal lymentally yes, but not a whole lot and not enough to move the needle. i'm concerned if we get some weakness and as art cashin was telling us yesterday, april is usually a pretty good month. ooims i'm always willing to buy on weakness and i think earnings will show something of an earnings recession, disappointing numbers, and i think long-term investors are going to be looking for bernanke's 5% and be happy with it. >> guy, if you look at what moved in terms of industries health care got hit hard. telecom, energy materials actually ended higher. what does that tell you? >> you had the bounce in the oil market. i guess you can explain the bounce in the oil market. it wasn't as big of a build as we thought we were looking at so the market was poised to rally. y

seaburg, carol roth.out the likelihood of this being a takeover candidate given the competitive space they're in and the median content game being so important going forward. do you think that netflix could potentially be a buyout candidate? >> no, i mean it's possible absolutely. i think this is a company that will be built up into one of the largest media companies around. right? they're there. they're on the edge. they're doing all the right things. their international growth their delivery of con ten is the right on pace. i heard earlier value it like a tech company. if you want to value this like a tech company, it's cheap, right? so value to traditional media, it's cheap. i look at it and say, big growth opportunity, 200 markets by the end of '16. i think they'll continue this momentum and i love the stock. i think long term it will work. >> larry. >> mr. kudlow. >> let's ask mr. trainer, where is the growth coming from in subscriptions? are we talking china, india, or are we talking tired, old euro

it's carol roth. at the companies coming out today, you have airbnb. you have uber that owns no cars. you have the sharing economy that's different than an mba has seen in the past. if you're coming out of school or doing a real-life mba, what are the things they should be thinking about that are different today than they were perhaps 10 or 20 years ago. >> there has to be more and more transparency because everybody knows everything. you have to have leaders that give real meaning to why people are at work. purpose and you've got to have an atmosphere that suzy will talk about. >> jack's referring to an atmosphere of truth and trust. things are changing so quickly. one of the things they don't teach you in business school is what it's like to get bhaked and what to do when you've been whacked. for the new company, because of the change that's ever-present, you're going to get whacked. your career will blow up or your career will vaporize. to learn how to be resilient and get over a whacking. that's c

larry kudlow and carol roth welcome one and all. e on today's markets, "fast money" trader guy adami. good to see you here too. carol, let's sart with m&a. this is your bailiwick. let's try not to use the term m and a so much but dealmaking. >> love to make the deals. >> energy deals, pharma feels. we're really starting to see it. >> we've been seeing it and we're going to continue to see it kelly. the lending environment is very very favorable. the interest rates to raise debt are very very favorable. and, frankly, companies have nothing else to do with their money. they're either returning it back to shareholders or they can try to find some way to grow since they haven't been able to do that organically. so we're not going to see this stop at any time. i do wonder though with all this m&a and with all the buybacks what that means for multiples. since we have so many dollars that are chasing so few opportunities, will we see permanent multiple expansion based on the fact that there are few higher quality names. >> and will it be a

. >> larry kudlow, carol roth, thank you for joining us today. and for behaving yourself the last 15 minutes or so. hard to do, i know. >> could have done a little fracking on the hearst ranch. >> that does it for "closing bell." >> "fast money" is up next on cnbc. >> and it starts right now, "fast money" does. live from the nasdaq market site. overlooking new york city's times square. i'm in tonight for melissa lee. our traders are dan nathan, brian kelly, karen finderman, and guy adami. the stock for micron moving lower. we'll tell you what today's report means for the rest of the chip space. and dividends, buybacks and stock splits. apple tends to make big announcements in the month of april. what could happen this time around? we've got the analyst who just added the stock to his focus list coming up. we start with a move in the markets today. april, a historically good month for the markets. one of the best for the year. today, equity showing signs of weakness. bonds and commodities stealing the show today. oil up more than 4%. gold nearly 2

joining me now is today's panel, larry kudlow carol roth as well as kevin o'leary. ll. let's begin with you, carol and some of the near records we're setting for markets even though it hasn't been a banner year so far. >> good news today, kelly, was the surprise. the markets were reacting to news about stocks individualsly appropriately. whether it's visa and mastercard with the opportunity to do payment processing directly in china, whether it was yum brands resolidifying the back half of the year. where there was good news it was going up. where there wasn't such good news, it was going down. i love the fact that we're back to company fundamentals that being said on many of these cases, the earnings multiples are rich for my taste. i'm not sure that that's fully good news. at least it seems more normal to me. >> speaking of that, i apologize for interrupting as we get these numbers out. before i interrupt, let's just go right to them. facebook results are out. let's begin with julia boorstin and these closely watched numbers. >> that's right, kelly. facebook report