coming up, cliff robbins making a bing his bet here.al bank, talking consolidation for banks and outlook for financial sectors broadly. plus, since the bell has rung, more earnings are coming our way, amc, pandora, marriott, and hertz set to report. we'll bring them you soonas soo we get them. interested in hertz. joining us on the panel, michael santolli, louis with us, and citi private global chief investment strategist, and, one bill griffeth sticking around here as well. michael, first of all, i want your thoughts on this market on a day where i know the indexes are quiet, but it was a big day for apple in particular. >> it was. a big day for apple. the other very large, you know, big stocks in the nasdaq 100 like amazon and facebook, participated in the upside, but it was a good actual ill lugs strags of the rule that apple is not a broad market bell weather. it does its own thing, captiv e captivated by the positive buffett comments, but market as a whole, i feel it's hovering near the highs in the absence of a known short term ca

cliff robbins talked about investors bank corp. but there were bears there.avid ireinhorn said he was shorting . gundlach createded an account at twitter, and he has already over 1,000 followers. >> what would you say the big takeaway? what was everyone buzzing around in the hallways about afterwards? >> people were surprised by the number of tech picks and tech long picks that there were. you look at the s&p 500, the nasdaq, just consistently going higher. you have these smart hedge fund managers who say here are specific opportunities that we think can still go higher from here. >> all right. we'll have chamath on in a bit. he was on yesterday in the afternoon. >> closing bell. >> asked about -- we always talk about ibm. he was asked about watson. he laughed and said watson is a joke. we talked about how there are people in the valley who think watson is like an "if then" program and a great marketing effort of our time. we'll have a conversation about that. >> i like -- i'm not worried about him being ineffectual, i'm worried about him being manevolent. >>