ciena is up -- >> almost 17%. >> on this conference call i have many people on the ciena conference callng that this is the -- this is the best that gary smith who's been at it forever. aipac, david, this is asian pacific, up 50%. europe up 10%. india off the charts. gary smith whom i have known forever is the most bullish that he's ever been. this is -- goodyear tire, getting some real traction. when people are saying that mccow are so strong, wynn breaking out to the new high. >> you went from ciena to wynn? >> because i'm trying to say that the market is not as narrow as people think. >> you're fighting back? >> i'm giving them all a hawaiian punch. >> i wish you hadn't mentioned that. ppg. >> yeah. what is the shifting going on there, man? >> the shticking -- it's shticking -- we have to say shticking because it sounds so much better. listen, that was -- that was a formidable defense that akzo when they had won the court case. strong statements from the judge in terms of saying, hey, you know, you haven't really engaged the way your shareholders would like to, akzo nobel. they still

ciena revenue beating estimates as well. and tech data beating estimates . we have potential deal news to talk about this morning. buying a german company for $5.2 billion. makesuild machines that asphalt -- mix asphalt. approached by conagra about a potential acquisition. suisse,g to credit conagra would be willing to pay a hefty premium for pinnacle . finally, a look outside the world of stocks here today. we see a bit of a bounce for the u.s. dollar. it is up .1%. yields up .2%. gold futures down. the vix is down as well. as we see stocks rise, we see a bit more of a risk on environment taking hold today. mark: a similar story here. stocks are up today after five days of declines. the five-day drop was the worst run since november. interesting may come up .75% for the european benchmarks. much for sell in may and go away. confidence rising, strong domestic demand, more orders, pmi at 56.7 in may. the highest in three years. the markets as growth is largely driven by domestic demand with the export backdrop improving in fits and starts despite sterling .4%

and then the stock of ciena, especially in asia. isn't that a nice break from the leadership of the high flying invidia which finally sold stock today, hallelujah. it's great to see others in this stock including paolo alto networks, not today, up 17% with excellent growth. this cybersecurity stock is back in the winner's cycle after doing serious time in the penalty box. then, there's the food space. many have given up on low growth that's stuck in your pantry. and sometimes it's a beautiful thing. some think bird's eye and hawaiian punch by conagra sent both screaming. speaking of self-help, i marvelled since the stock added the fantastic quarter. after leaping from 112 dollars to 120, the stock stalled for seven days causing concern the whole move might not be sustainable. and then spending $5.4 billion on a construction company, virgin, off to the races again jumping another two bucks. why not, it takes deer from 21% construction to 30% while boosting its earning power. that's good for the agricultural sector. many have been com

i sit here and i just say, oh, my, broadcom was the ciena yesterday, broadcom -- hop tan doesn't get enough credit. it's a huge company. >> it's still trying to buy toshiba's flash business. >> last night they took themselves out of the running. >> i didn't know that. my read was they were very much interested. >> they wanted to be in connectivity. and toshiba is sot in connectivity. it's storage and memory. that's why western digital took themselves out. it's a subtle read through. but i'm close to the situation. >> you might have mentioned that to me so i couch made a call or -- i could have made a call or two. >> i don't talk to you before, because i learned the fidget spin -- >> you just learned this right now? your kids are too old. i'll bring one in for you. i think you'll like it. >> i was looking at it. 11 of the top 12 games. five below quarter. i was going to give you a positive about five below but so much was the fidget spin. >> you have a -- >> i have never spun a fidget. >> can you do it on your nose? there's guys who can do it on your nose. >> you can put it on your do