. >> coming up shares of cisco in the red after results. the company's conference call wrapping up.hts one soaring semi stock set to report tomorrow, and options trader bet on bigger gains when it reports uave at the nasdaq in times sqre much more "fast money" still ahead. only one thing's more exciting than getting a lexus... wow! giving one. how did you guys...? >>don't ask. the lexus december to rembember sales event get 0 percent apr for 60 months on all 2019 models. experience amazing at your lexus dealer. whether your beauty routine is 3or 57,... make nature's bounty hair skin and nails step one. it's the number one brand uniquely formulated for silky hair, glowing skin and healthy nails. nature's bounty, because you're better off healthy. wheeveryone is different.ta, which is why xfinity mobile is a different kind of wireless network that lets you design your own data. choose unlimited, shared data, or mix lines of each and switch any line, anytime. giving you more choice and control compared to other top wireless carriers. save up to $400 a year when you switch. plus, get 50

check out cisco, stock up 12% since january.r traders is taking a look at a catch-up play for when the stock reports earnings next week mike is over at the plaza. >> yeah, so i'm not 100% sure whether i think about it as a catch-up play or as a way where you can have you know a modestly neutral-to-bullish bet in a name that hasn't necessarily been behaving that well lately. obviously, we've identified a catalyst that's in the form of wereings we've also probably identified one of the reasons the stock hasn't done as well. >> that is that cisco happens to rely heavily on enterprise spend spending you know we've spent the last couple minutes talking about directionary spending. discretionary is an area where there is any global mark macrouncertainty, if we look at the price chart in cisco year-to-date one of the things we can see is how this grossly under performed the market of late this is an area, we were looking at this earlier, if you look at the october lows the s&p alone is up about 7% in the lows in that first week. this o

buy cisco and selling as the 5 a cent call. would i do that here no i don't think so.son is then you have the exposure to the downside significantly grate are than the 70 cents you're trying to thread the needle a bit but trying to get the favorable of the buy right or the covered right without the exposure you get if things turn out more disappointing and you get the negative guidance. we got a move of almost 9% to the downside 9% of a $50 stock is considerably more. $4.50 than the 70 cents we spend. >> one big unicorn locked in lows after the lock up expiration what that means for one of our traders. it's friday. tweet us your burning questions at "options action" and you might get the answer on air. "mad money" we should note big note, cramer pays tribute to our veterans. >> amazing show. keep it going. "mad money" drops in at 6:00 ♪ >> announcer: options sponsored by think or swim by td ameritrade ♪ ♪ ♪ ♪ that's why xfinity mobile lets you design your own data. you can share 1, 3, or 10 gigs of data between lines. mix in lines of unlimited, and switch it up at anyt

the purchase of city departments of cisco products. we did ask for a 65 million-dollar amount, it will extend the entire term. our understanding is it is a discount that comes with this contract are really based on the larger volume than $65 million. we do summarize the discounts on table three, page four of our report. they are expected to add up to 20% per year on city purchases. the board of supervisors would not be approving the extension of the contract as long as expenditures are the $65 million spending authority. it is our understanding that they need that level of spending to get the discount and we are recommending approval. >> thank you very much. any comments or questions? any members of the public like to comment on item number one. seeing then. public comment is now closed. so, i just want to say thank you for adding this amendment in about including our l.b.e.'s. i think in a city, we should be spreading the wealth. so thank you. mr. city attorney, are these amendments sufficient? >> no, you can make the amendments and p

let's use roku, okay, and cisco. roku sells to the consumer, sells to you their technology helps you stream videos directly to your tv cisco is a networking company, a colossus that sells to what is known as the enterprise, giant complex companies that need to connect to the web in all its considerations roku's stock has been just a consummate horse just an amazing runner an ast some in wall up 385% for the year you heard me why? because every time you hear about a new video package, you need to think of roku, because its technology is the easiest way to connect their devices are neutral. they work with any platform, and they're also installing their tech directly into new tvs so when disney has the most single successful launch for a streaming service in history, you buy roku in fact, if you go to roku's website today, the welcome page is stream disney plus on your roku device. it's the leading way to watch all these services, a classic arms dealer that allows the consumer to get every channel she wants. it's easy t

how cisco's business is performing in china.rollout back to you. >> all right, josh thanks mike has more on the internals of the market today. mike >> a little bit soft that's been the trend the last few days up versus down stocks right now, it's been negative all day it's still fighting from weakness not profoundly negative but obviously more stocks down than up the last five to ten days this has weakened up fairly substantially, a fatigued market quickly, defensive sectors working today, utilities versus banks as yields have slipped back that's obviously been in favor of utilities today it shows you they oversold yield groups you have an excuse to buy them today with the ten-year going back down in krooeld. >> ten-year slipping but not much. >> relieving a bit of the pressure. >> we've got just over two minutes left of trade. let's get to rick san telly for check on the bond market hey, rick. >> hi, wilf. we came in this morning. lest we forget, 2% or higher 20th month in a row. intra-day of tens and dollar day index. super ti

abigail doolittle with our stock of the hour, cisco.d exchange commission chairman james clayton spoke with "balance of power" anchor david westin on a number of issues, including whether u.s. investors can feel confident about investing in chinese companies. >> we have a great system. every system has flaws. every system has bad actors. we are trying to eliminate the flaws, get rid of the bad actors. but on a comparative basis to other countries and how they regulate their capital markets, far superior, far more investor protection, far more transparency. some may say i am too much waving the flag, but that's true. investors should recognize that. as you go to other markets, you do not have the same protections that you have here in the u.s. so i want people to understand that. it doesn't mean we should foreclose those opportunities because there's clearly gross in places outside the united states. there's clearly good investment opportunities. but investing overseas is different from investing in the u.s. things thatf protest -- one o

cisco and wal-mart. in fact wal-mart is where we begin tonight.etailer started the day at a new high after the company reported better tha expected earnings and said the future looks bright. but that's not where the stock ended t day. shares drifted lower after the open this morning and down fractional by the close. but the low-cost retailer sales are on a five-year win streak. a good sign when it comes to the health of the consumer and the econom and the drivers of wal-mart's business. here is courtney reagan. >> wal-mart continues to grow sales in the u.s. thanks largery to the grocery business.s. omparable sales grew the 21st straight quarter with strong traffic intores and growth online. digital sales increased 40%. chief financial officer brettgs told me being capturings were strong, the food business and pannedingelivery and pickup optionss driving shoppers to spend. pickup, all are building grocery customer loyalty that continues to drive the positive growth that we see at wal-mart. >> e-commerce was only about 5% of wal-mar u.s.'s total re

cisco trading at lows not seen since january. company beat on the top and bottom line but falling on weaker than expected guidance and slow down in global technology spending. here's what cisco's ceo told cnbc >> business confidence, ceo confidence has been waning and it's been waning because of all the uncertainty, whether it's the u.s.-china trade situation, the hong kong situation, brexit, what's going on in washington. i mean there's a lot of uncertain the at the so all we're seeing is that we are models no change in the momentum, but certainly if we get a resolution in u.s.-china, even an interim deal that could potentially help >> that stock is among tworts performers on the dow. currently trading down 7.5% and putting some pressure on the dow which is down 23 points. the >> we got 41 minutes left of the trading session. let's get over to mike for today's market dashboard >> i'll hit a couple more dow stocks hitting some extremes over the course of the dashboard. first paying for the wall, that's walmart take a look at all

john chambers, former ceo of cisco. >>> we have breaking news right now, u.s.letter to the federal communications commission has said that huawei and zte, the two chinese tech giants, quote, cannot be trusted, and barr called them a, quote, threat to our collective security. so watch the markets right now. we are only down two point for the dow, but maybe this means there are even more tensions that are going to be pile up between the u.s. and china that could hinter a trade deal. we don't know, we'll be watching as "the claman countdown" is coming right back. ♪ ♪ day our planet awakens with signs of opportunity. but with opportunity comes risk. and to manage this risk, the world turns to cme group. we help farmers lock in future prices, banks manage interest rate changes and airlines hedge fuel costs. all so they can manage their risks and move forward. it's simply a matter of following the signs. they all lead here. cme group - how the world advances. my body is truly powerful. i have the power to lower my blood sugar and a1c. because i can still make my own

cisco first quarter results did top estimates but cisco is forecasting revenue below forecast cisco down about 5%. don't miss cisco ceo on squawk on the street 9:00 a.m. eastern this morning bhp is promoting henry to be new ceo and will replace mackenzie who is retiring. american outdoor brands planning to split into two. will split its smith and wes on gun business to the outdoor accessories. american outdoor market cap below $500 million given that it is a global gun maker, it has been in the news that stock up about half a percent. straight ahead, republicans and democrats both claiming victory following the first public impeachment hearing in over 50 years. getting ready for round two. new figures around wework and what led to the cash crunch. these are big numbers and not in a way investors want to see. we are back right after this to keep me moving the way i was made to. it nourishes and strengthens my joints for the long term. osteo bi-flex - now in triple strength plus magnesium. doprevagen is the number oneild mempharmacist-recommendeding? memory support brand. you can find it i

i think -- >> it has not been a good year for cisco.4% year-to-date >> oh, i know. that's why when i think of sis core i think of the one that delivers food to my restaurant. >> speaking of stocks, though, that are having a good year. walmart, of course, was a feature at the top of the broadcast, given the company's earnings and comparable store sales. it's strong performance as well online it's holding in where i it appeared to be just over 2% that's an all time high. >> people want to own this group. obviously, it is a consumer economy. it could be wealth effects >> it could be agen people feel confident because the confidence they have that they are not going to lose their job given the fact there are so few workers around >> that worked i'm not talking political. i'm talking actual numbers okay you can say president trump is the reason why these numbers are working is because of his policies what matters is job confidence breeds spent and boy people are spending they're spending they're also spending where the bargains are >> right

shares of cisco lower today. piper jaffray cuts the stock to neutral from overweight ahead of the company's earnings they site a slowing macro environment. our call of the day. shannon, you own it. enterprise and service provider slowdown they cite, firm sees limited downside, however given better free cash flow in 2021 catalyst and the yield what say you >> we would agree. there is certainly a slowing environment. if we get a bit of a pick-up here in, you know, improving sentiment, i think that the stock makes sense at these levels i think you could add to it here i think that there's very minimal risk to this report. i don't see a lot of movement. jon, you can talk about this in the option market we're expecting minimal move on the report this week, so for me this is looking at if we continue to see potential inventory builds and acceleration of pmis really just an improvement in pmi a name i would hold through the earnings report. >> been left behind compared to some of these other sort of either in their same

he ran cisco for many, many years. turned it into a behemoth in silicon valley.original tech titans. he remembers back during the dial-up era, remember that? he will be here. not only to talk about cisco's stock which by the way yesterday they came out with numbers and the markets did not like it. you can see the stock tanking about 8%. it will be less about cisco which makes the networking routers and networking equipment that goes into setting up these cellular and wireless, communicative infrastructure pieces but, it is more about, when are we going to really see this? when will we secret call mass for 5g? because we're supposed to, as you know, be able to immediately download things in 13 seconds. is that really going to be reality? john chambers is the man. one of the boycotts who cannot tell a lie. we'll ask him plain out, is it going to happen this year, next year, or never? john chambers plus, a special interview. we're a i bought 1 1/2 hours away, charges from the democrats meet about usmca. kevin brady, who is the ranking member of the house ways and me

if you own cisco, you're suffering today. >> we don't know people who own it -- >> you own cisco, youpeak more broadly -- >> you're affected because of what's going on with hewlett-packard. fully understood the tell was when robbins and cisco came down and you looked down the ledger and said, maybe i need to stay away? >> i think they perform much better look at the reaction today not terrible giving the fab that hewlett is -- >> i own it. what is the catalyst maybe that's -- >> at least another quarter or two. >> maybe the worst is behind, the guidance is down a lot, it's cheap. that's why i hold it, but i don't necessarily if i would buy it >> i'll talk to you on this palo alto, worst day since 2017 people feel the stock has moved up too much. the forecast was, in crimers's words, downrig -- cramer's words, maybe cisco is more a read -- >> the product revenue on this was baffling as to where the miss was it's pulled back i would be tentative in stepping in you have an alternative. the alternative is fn -- ftnt, right, jon >> fortinet, not fortnite. >> credit suisse is the one you li

. ♪ ♪ liz: network equipment titan cisco rising ahead of its fiscal first quarter 2020 earnings. just minutes, after cisco hinted back in august that it was seeing weak business in china and slowing corporate tech spending, analysts will scrutinize whether those trends continued through the quarter and continue right now. as a barometer globally are, cisco's numbers could be an indicator of how the entire sector is doing. analysts, here's what they're looking for, earnings per share at 81 cents, that would be a 7% increase from a year ago while revenue is forecast to come in at $13.09 billion. and the man who ran cisco for more than two decades, john chambers, superstar of silicon valley, will be joining me in a fox business exclusive tomorrow on "the claman countdown." >>> the nfl will be holding a private workout for one of the most controversial players ever, free agent quarterback colin kaepernick. yes, this is going to happen this weekend and, connell, i heard about in this morning and thought, wow, i wonder who will attend and what he's going to do. interesting that the nfl

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we'll cover cisco, as well as walmart.begins right now. >> thank you welcome everybody. i'm becky quick and i'm in for kelly evans. fed share j powell telling markets the new -- lower inflation and lower growth around the globe so how do you profit in this environment? plus, there's one sector in the market where nearly every stock is up more than 40%. i'll tell you what it is and if there are still opportunities to buy. plus, they've got search, maps, e-mail, youtube, home devices, smart devices, health data, and now google is getting into banking as well. we've got th

>> cisco >> seth: yeah, cisco [ laughter ] and it didn't take neither of them really took. >> no. >>t i think are -- i mean equally as unique as mormor and cisco >> oh, better. >> yeah. >> seth: which is -- early on he couldn't say grandparents. he couldn't say grandpa or grandma, and so instead he said - >> panca >> i was paca. paca yairy >> seth: panca >> panca >> panca >> panca yairy and -- >> i'm panca hurry >> seth: panca hurry >> panca hurry >> hurry [ laughter ] >> seth: which seems like some eastern european grandma, grandpa name >> right >> seth: but he refers to you collectively as the pancas >> yes >> yes [ laughter ] >> seth: and it's pretty great because -- >> it is pretty great. >> seth: yeah. well, 'cause when people overhear him saying like, you know, where -- "the pancas are coming." [ laughter ] i think people picture some real old world -- [ laughter ] >> like the cossacks or something. >> seth: yeah the cossacks, like that you're gonna with like pulling -- pulling a cart behind you. >> "yeah, pancas, they'll be here later tonight." [ laughter ] yes. "lady panca, m

. >>> to earnings now dow component cisco reported better nan expected profitut revenue guidedenseak.hree 3% to 5% in year over year revenue sending the stock initially lower in after hours tradeding. josh lipton as more. >> reporter: investors pay close attention to cisco because the seen as an important barometer of th spending, i checked in with needham's alex anderson for hissisic at a he says it's about guidance below expectations. perhaps a shock to a lot ofin stor that is might hav thought this was a more stable growth business. hernandez says itooks to be weakness from cloud commerce and service providers, meaning carriers like verizon and at&t. for "nightly business report" joshipton, san francisco >>> now jerome powell's testimony on capitol hill was not the only event wall street was watching in washington. there wasf course the first public hearing of the impeachment inquiry into president trump. ylan mui spent the day onov capitol hilling that story for us. >> the impeachment investigati t into presidemp entered a new phase today as democrats brought their case directly t

me and dylan are dna twins. ♪ ♪ dylan's like my brother. ♪ ♪ cisco. the bridge to possible.e looking he wanted someone super quiet. yeah, and he wanted someone to help out with chores. so, we got jean-pierre. but one thing we could both agree on was getting geico to help with renters insurance. ♪ yeah, geico did make it easy to switch and save. ♪ oh no. there's a wall there now. that's too bad. visit geico.com and see how easy saving on renters insurance can be. >>> thousands of people in paradise, california, are still reeling from last year's historic and deadly camp fire. one of this year's top ten cnn heroes, woody faircloth, saw the disaster unfolding on tv and was inspired to do something about it. take a look. >>> as news of the fires broke and we saw more of what happened to people in the fire and how many people were impacted, that's when it really kind of hit home that, wow, this is a really big deal. tens of thousands lost their homes. entire families were sleeping in their cars, in parking lots. it was total chaos. today majority are still displaced. when we actu

i know there is a lot of distrust between them and cisco communities. and law enforcement. my first job is to roll up my sleeves and work with everyone. >> he is a former deputy public defender and backed by the public defenders he's supposed to be on air tomorrow at 9 am. >>> the district 5 or race comes anotheme mayor breed the new supervisor for district 5, that includes hayes valley, western addition, it asked barry and that sunset. preston was the first he beat valley brown who was appointed to the seat by the mayor last year. coverage of the election continues on that ktvu.com. you see all of the latest developments rate on our homepage. >>> in oakland, the campaign for democratic president elizabeth warren, kicked off. organizers with the group organizers for warren, kicked off. supporters say the goal is to bring local people together, and show them different ways they can get involved with the warren campaign. >> i am incredibly honored to stand with so many amazing people. who have endorsed elizabeth warren for president. and know that this is in our hands to take

our stock of the hour is networking giant cisco system. stress around the globe from brexit to the trade war have caused customers to pull in their horns. cisco is feeling the effect. abigail doolittle is here with what she tells me is a big story. abigial: this is a big story. this could be one of the more important market conversations we have had more recently during the earnings season. you keep asking the excellent question -- are we seeing the effects of the global economy slowing? we have not heard much about that. here we are with cisco, this company missing on the sales side for the outlook -- the miss not so surprising but the degree of the slashed outlook 7% on the slowing global economy is concerning. to my memory, back in november of 2007, they did something similar and it was the early shot across the bow for 2008. understand a lot of it comes from the bricks in mexico, things like that. those are the em, emerging markets. what that indicates about the global economy is we have 2% growth which makes us the star. what about th

just walk away. >> dan any hope for cisco?ell you i thought the change in the guidance in the last quarter was very profound, the fact that they disappointed two quarters in a row that tells you something about enterprise network spending >> terrible. >> up next, the final call >> announcer: "options action" sponsored by think or swim by td ameritrade i see an unbelievable opportunity. i see best-in-class platforms and education. i see award-winning service, and a trade desk full of experts, available to answer your toughest questions. and i see it with zero commissions on online trades. i like what you're seeing. it's beautiful, isn't it? yeah. td ameritrade now offers zero commissions on online trades. ♪ i'm not really a, i thought wall street guy.ns. what's the hesitation? eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you through your options trades step by step until you're com

. >>> other big movers, one of them cisco, shares down over 7%.he company's earnings were a beat in terms of what analysts were expecting for revenues and profits. this would be the worst day in the market since august. why, guidance weaker, slow down in global tech spending being blamed ceo chuck robbins joined us this morning on "squawk on the street." take a listen. >> those of us that rely on business investment and capital investments have been expressing concerns over things we see in the marketplace. we mentioned it on the last call this is not something that's just newly emerged what we talked about at the end of last quarter of q4 when we said we began to see weakness manifested throughout the quarter. you heard chairman powel talking about his concern over business investment and i think that's the issue we're facing. the consumer in the u.s. says you see from walmart and others remained very strong and it is a bit of dichotomy in the market now. >> he did go on to say if a china trade deal was signed near term, it could be a real positi

, this is really more of a software company to me, especially in security i like cisco take a look. >b.k., brian kelly. >> you know, you look at what's going on in commodities. gold in and of itself looks like it might be bottoming. >> snap, i've been on this one for a while. it moves higher. they added j.v. with verizon with 5g phones you'll have room to the ipo price which is 17. once that gets elected you start to see funds come back into it i think it pushes it much higher from here. >> guy >> this is your last chance to see o.a. >> turkey day, the day after gobble, gobble. >> next week there's no o.a. you should lock into the carter braxton worth, michael coco beware, very important i think eertfrpo mcmaran. >> don't go anywhere "options action" is up right after this but sophie's enthusiasm cannot be dampened. not even by a run-away donut. we powered through it in our toyota prius. because a star's got to shine, no matter what. it's unbelievable what you can do in the prius. toyota let's go places. the amount of student loan debt i have, i'm embarrassed to even say. we just deci

. >> also mike found a way to play cisco into earnings. >> if you look at where the october lows are,, this obviously even though it's had a bit of a bounce lately is certainly under the performing the market in a similar time frame. the trade we were looking at was the november/january 50 call calendar we would be buying the longer dated january calls and then selling the november 50 calls for 55 cents net/net you're spending 75 cents to put this trade on >> this fell more than expected after trading. how are you playing this >> the move is going to be within the implied move, it was larger than that one of the things we said don't catch the falling knife. good thing not to do that. actually, the day that they announced the day following, i actually rolled into the 45 calendar i am now in the dec/jan 45 calendar this points out if you get the direction wrong, which we clearly did, why you want to use a trade like this had you bought the stock you would have been taking a lot of pain if you owned the longer dated call, i wouldn't recommend selling it, but personally i happened to be i

me and dylan are dna twins. ♪ ♪ dylan's like my brother. ♪ ♪ cisco. the bridge to possible.tyx treats more than just the joint pain of active psoriatic arthritis. it even helps stop further joint damage. don't use if you're allergic to cosentyx. before starting, get checked for tuberculosis. an increased risk of infections and lowered ability to fight them may occur. tell your doctor about an infection or symptoms, if your inflammatory bowel disease symptoms develop or worsen, or if you've had a vaccine or plan to. serious allergic reactions may occur. get real relief, with cosentyx. >>> a recall to tell you about here in effect just ahead, of course, offing in t ing ifing i. 40 people affected by an e. coli outbreak traced to romaine lettuce. the cdc and fda warning consumers not to purchase or sell romaine lettuce grown in salinas, california, after the outbreak hospitalized 28 people. no deaths reported thus far on this. officials say if you do have romaine lettuce in your fridge and it doesn't have a label, throw it away. you know, be cautious there. we want you to be he

caroline: talking about big cap earnings, getting numbers out of cisco. the first court it looks good in terms of revenues. 32 point -- 30.2 billion. their forward-looking guidance, their second-quarter revenues slump 3% to 5%. the estimate was. . growth for 2%. they see 75 to $.77 in their earnings-per-share. the estimate was $.79. scarlet: i'm looking at shares of netapp, the computer storage company. moving in both directions after reporting second-quarter net revenue coming shy of estimates. the second quarter adjusted beating estimates by more than $.10. 109 versus the estimate of 94. the outlook beating the consensus estimate. it sees third-quarter adjusted of 122. the average analyst estimate is 117. the midpoint of that range is 118. one penny better than what analysts had a been looking for. a wide range of outlook. it sees 8/10 -- down a percent, excuse me. it previously had seen a drop of 5% to 10%. romaine: i know we are waiting for trump and erdogan to come on. before he gets on, we have not talked about the dollar. i will start with you, gin

5g, and not consumer 5g, do not look for it to turn the trajectory of cisco around 5g is a tidal wavest one of the major semiconductor players because this rising tide will lift all boats. boats. stick with cramer. unaware that an exhilarating escape is just within reach. defy the laws of human nature. at the season of audi sales event. - [spokesman] if you've tried colleg(group cheering)shed, snhu lets you transfer up to 90 credits toward you bachelor's degree. - [woman] it doesn't matter how old you are, you can do it, you can finish. - [spokesman] finish your degree at snhu.edu >>> disney, great, cisco not so great. always a bull market somewhere, just here on "mad money" i am jim cramer and i will see you tomorrow >>> why did you lie? >> one mistake, i went from zero to zero. >> alex rodriguez helps former olympic golden boy ryan lochte get his head above water. >> when you write a check, do you flip a coin, hope it goes through. >> yeah. >> now that's a problem. >> back in the game. >> back in the game. cnbc, get yours. narrator: ...by working smart... they're made with our revol

makers, cisco shares on track for its worst day since early august down 7.6%. other names, broad com and apple tuning down as well. big question, what this will tell us about nvidia both chipmakers reporting earnings after a the bell. applied materials up 74% and nvidia up. those results due after the bell >> thank you very much we begin todaywith the tale of three big dow drivers. you've got apple, walmart and disney all hitting lifetime highs today in what's been an amazing comeback for these three stocks take disney, first off the stock did plunge when ceo bob iger warn ed about his cable business back in 2015. it then traded and treaded water r for the next three years but in 2019, it's up 37% as it's it streaming strategy is start iin to pay off then there's walmart that stock sunk 10% when it slashed its sales forecast as it invested heavily in e commerce initiatives. today, it's up u 79% since then then the dow was rampant in january when apple warned that iphone sales could take a big hit due to chinese ksconcerns since that time, the stock is up 66% an

what is the outlook on cisco >> i have no idea.s a trade for me. they missed two quarters in a row. buy reliable growth and stick with reliable growth like microsoft. cisco has been perennial underperformer and i know off and on you liked it. not as good as intel, but the old line tech companies. so, okay shannon, to you, laura in nevada what do you do with netflix? do you sell it and take some profits? >> i wouldn't sell it here i think that we've seen some significant pressure, especially on the disney plus launch. however, i look at the international subscription base and combining that with the data they have and their desire to go into local language programming, i think there's some upside in the next few years. >> the outlook for the xlu >> we talked about this one, scott, twice now in the last month i think. or three weeks first time, it was a winner. they bought xlu puts and it went down second time, xlu went up puts went down so i paid about 40 cents for their puts they're mainly worthless right now, scott, so i would say

where i come from that all is that good to cisco it's just like this chinese fluids that's measure of where i am always reminds me of home after decades of living in germany china's food is one of the things i miss the most but that taking a step back i see things that lead to the difference for me now and. then of fluid suppressed as an articulation that exists the other part of the force haven't been implemented in china catch me if i'm not to china people wondering if they're going to take it but if i have the right to another culture that is this is the job up just out of the my how i see it as a deficit why i've left my job because i tied to do it except it is a great day my name of the name too and i work at pick up a new. suit of clothes and nothing to do the only affectionate leisure but as affectionately as you can. bloody near put him in the middle of his election campaign in the year 2000 a documentary was filmed for russian television but director vitali months and captured much more it was to turn the camera back on the moment of course. the film secretly chronicled the p

a lot of pressure from cisco on the dow, down by 12 points.nasdaq is down by 20 points and the s&p moving lower by 2 points in the early going. back to you. >> thank you, jason. >>> oakland is dropping its lawsuit over the sale of the colyseum complex. the suit aimed to block alameda county from selling is half ownership of the site to the a's. mayor libby schaaf says that she's excited into a new relationship. >>> native american tribes are backing an initiative to legalize sports betting. gamblers see a 10 per tax which would go back to held fund mental health and education in native american tribes. >>> we have a way to work your way on to 580. traffic is just stacked up there. the five-car crash is what caused this problem. that's right as you come into the overpass. sluggish there, due to this crash. the good news is that tow crews are on scene. backup at this point with speeds dipping down to about 12 miles an hour. a slight improvement there. 52 minutes is the drive time from 205 to 681. getting past that into castro valley out of pleas

than half had technical skills like coding and spurred by tech education at an early age and san jose cisco is a tracting the highest percentage of women. here is the woman behind the study. >> we're seeing employers make sure they have diversity on the team. while we've made major progress in more women applying to these jobs and into these sectors, we still have a lot of work to do. >> according to one gender equity nonprofit women maybe up 30 percent of entry-level positions. and attracting women is most in new york, san francisco and other areas. >> and we have someone interested in technology and science. kari hall. >> we need to get more women in science. >> that is right. we're starting out with some very cloudy and foggy conditions. it is just now starting to clear out in san francisco. so now we can see the tops of the buildings after a cloudy start to the day and it is also cool. we're seeing the clouds lifting and dissipating away from palo alto right now, some sun starting to come through as you head out for lunch. still looking hazy in the tri-valley as we look in dublin and th

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where i come from but over that to get to cisco it's just like with chinese food that's measure of where i am is a belief of mine to be a cold after decades of living in germany china's food is one of the same i missed the most but that's taking a step back i see 600 to the difference mean knowledge then of goods a person as american a sense that exists in other parts of the law which haven't been implemented in china that's new to china it's a whole $1.00 a if their foot is unsafe to move but if you have a ride to learn that is this is a job a job that of them how i see it i guess this is why i did nothing my job because i tried to do it except maybe an hour a day by the name of the uninsured and i want to add it up you. take it personally you went with a little bit wonderful people and still make the game so special. for a true. more than football on mine. this is from germany conservatives come from a crisis at the top of the. challenges critics to decide the future so could this be the end of the. big success that will bring an object. on the program. in britain's upcoming general el

me and dylan are dna twins. ♪ ♪ dylan's like my brother. ♪ ♪ cisco. the bridge to possible.usly lost, i'm rescheduling my xfinity customer service appointment. ah, relax. i got this. which gps are you using anyway? a little something called instinct. been using it for years. yeah, that's what i'm afraid of. he knows exactly where we're going. my whole body is a compass. oh boy... the my account app makes today's xfinity customer service simple, easy, awesome. not my thing. >>> there's new reporting in "wall street journal" that usa gymnastics withheld the investigation of larry -- from simone biles. last year the former doctor was sentenced up to 17 a years in prison for multiple sex crimes. >>> biles was among the first athletes who told the organization that she white house worried, concerned, uncomfortable with nasser's behavior. >> she tweeted out -- numb is becoming a normal feeling. i think that sums it up well. for all the gymnasts who have been involved in the scandal th that doesn't end. essential "wall street journal" is saying that simone biles was among a small g

me and dylan are dna twins. ♪ ♪ dylan's like my brother. ♪ ♪ cisco. the bridge to possible.solution.ut their phones down. introducing... smartdogs. the first dogs trained to train humans. stopping drivers from: liking. selfie-ing. and whatever this is. available to the public... never. smartdogs are not the answer. but geico has a simple tip. turn on "do not disturb while driving" mode. brought to you by geico. >>> many studies show that too much screen time can be unhealthy for young people. this week's cnn hero is teaming up with hospitals to make screen time healing time. as a high school student working out of his parents' base many, zach weigel set out to prove that gamers can also be do-gooders. today is making video games a part of recovery for sick kids all over the country. >> sometimes people believe that video games are corrupting the minds of america's youth, but video games are an incredible tool for helping kids find a source of fun and relief during really stressful and difficult times. >> to people who think that games are just games, they're so much more tha

cisco cut their outlook twice in a row, very similar to kohl's and home depot. seemingly different companies, but in the real world these different sectors are part of one flow. the consumer showing signs of weakness. something to keep an eye on. everyone thinking about trade, but now seeing these continuing signs of weakness around the u.s. consumer. interesting to see if and when that starts to eat into the record highs for stops. on the day, a mixed picture, but another round of record highs. david: a weaker consumer is not something we need. thanks abigail doolittle. we turn now to mark crumpton. mark: as our kevin cirilli was telling us, national security official alexander vindman is on capitol hill for week two of the impeachment inquiry. in testimony, he said he viewed president trump's request into his an investigation of political rivals as a demand, claiming there was a power disparity between the two leaders. from, theture i come military culture, when a senior asks you to do something, even is not toleasant, it be taken as a request, it is to be tak

taylor: i'm taylor riggs intent and cisco, in for emily chang. francisco, in for emily chang. this is "bloomberg technology." we will get details on disney plus. plus, tesla's global reach. it gets the nod from beijing to start mass production in its china factory. this as tesla announces it is beginning a plant in berlin. we will have details. return of the mac. apple introduces its 16 inch macbook pro. we'll break its function and design. first, to our top story, it's disney.t they signed up 10 million customers in one day of launching their new streaming video platform. disney plus just became available yesterday in the u.s. and canada. the strong initial interest could lead disney to hit its target at 60 million to 90 million worldwide subscribers for its new service two years ahead of the original 2024 goal. to discuss, we are joined by chris palmeri. with the stock trading at a record high, how much more was 10 million than what we expected? chris: a lot more. hbs now, cbs all access, espn plus, the world wrestling network, a lot of these guys have been in business for a

taylor: one of your peers, cisco, cited a slowing global economy.o you view that enterprise i.t. spend? rami: we saw a little bit of weakness in terms of some of the orders near the end of the q3 quarter for us. primarily because there is a little bit of mark option in -- bit of more caution in how they are making decisions. we are a relatively smaller player in the enterprise segment. we have plenty of room to grow. i've never felt better about the technology offerings we have in the market today. i believe that, even in the face of some softening in the macro environment, we can do very well going forward. taylor: with the mist acquisition, when can we see that pulling demand to the rest of your enterprise product portfolio? rami: like you said, i'm actually in our customer and partner event here in las vegas. the excitement level from customers and partners about the mist technology is off the charts. if you think about an analogy of self driving cars, just like there is this need for a self-driving car in the market today, there's also a need an

ob interrogado la mamÁ y la n esta novia no ha sido identificado de manera oficial >>> gracias ana ciscooco a poco durante estas horas este ataque autorid buenas tardes marÍa paula quÉ es lo que v estoy pero nos trasladamos ya que hay algo de movimiento de las autoridades que revisan las aulas de clases para corroborar que todo estÁ fuera de peligro, acarreando evidencia para la futura investigaciÓn pero cuando llegamos aquÍ fue una escena de terror y caos, los padres estaban confundidos esperando que hacÍan evacuaciÓn aula por aula, todavÍa los que fueron mÁs impactados tardaron mas horas en salir del plantel los pa sin saber si sus hijos estaban vivos o muertos, elevaban oraciones, esperando lo mejor de sus hijos pequeÑos, las escenas eran como de horas una mujer vimos su a angustia esperando que su pequeÑa saliera del plantel viva y por fin se reubicÓ con ella al llegar a la iglesia >>> no me ves en pantalla porque acabamos de presenciar una de las escenas mÁs emotivas estuvimos esperando que esta seÑora , gracias a dios han sido varios los padres que han estado angustiados rci adaaci

for cisco hosted a parade.ple from as there to support veterans and also to watch the military ban. this woman says she is about to be deplored. she says it is encouraging to see people who really understand the importance of the military. >> a lot of people don't have a positive view of the military, knowing there are people who see the good in it means a lot. >> this was san francisco's 99th annual parade and organizers hope for an even bigger turnout. >>> the push to get rid of vaping products is growing. coming up, which bay area county is considering a ban. >>> we will tell you how family members and friends to track d it. >>> it is cloudy out there, not everywhere. not foggy on the golden gate bridge out there, because -- but clear visibility as you head south. at least for now, maybe not in an half hour. we'll talk about that and what is in store for the week. . >>> lawmakers in the house are about to take the impeachment inquiry into president trump public. but they are disagreeing about which testimony

en zona cisco organizaciones sin fines de lucro llevaron a cabo una caminata para honrar a las víctimaspersonas continúan visitando la escuela preparatoria en santa clarita donde ocurrió el tiroteo que cobró la vida de dos estudiantes y dejó otros heridos. tenemos las imágenes de la vigilia donde se recordó a las víctimas. >> personas de distintas ciudades han visitado la preparatoria que está ubicada en la ciudad de santa clarita, donde el pasado jueves ocurrió lo inesperado, un tiroteo que terminó con la vida de tres jóvenes, incluyendo el autor de la argelia. la pérdida de los jóvenes de 15 y 16 aÑos, es una gran pena, que con palabras es muy difícil en zón.ir. triste porque no >> si uno se pone en los pies los papÁs, de todos los que murieron, es muy difícil. >> Él es padre de un estudiante de plantel donde ocurrió la tragedia, dice sentirse afligido y triste, pese a que su hijo está a salvo. >> mi hijo estaba en la escuela cuando esto pasó, y para un padre es una cosa que no debiera pasar. >> la comunidad busca sanar su dolor, y tratan de encontrar consuelo a través de terapias y o

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me and dylan are dna twins. ♪ ♪ dylan's like my brother. ♪ ♪ cisco.ible. >>> welcome to this 360 special, the stephen colbert interview. he's been a familiar face for more than a decade, starting off in improve and becoming a regular correspondent on "the daily show." then came "the colbert report" where he played the role of an ultra conservative host. in 2015, he inherited the coveted late-night spot on cbs where david letterman had reigned for more than 20 years. all eyes and pressure were on colbert as he stopped playing a character and started being himself. after the 2016 election, stephen colbert really hit his stride as his show tried to make sense of the