tim seymour, david seeburg, steve grasso and guy. here's what's on the fast track the apple watch being released but not everyone is handling with care. the guy that did a tear down of the watch to tell you what he found and the mining stocks on fire today. is it too late to buy into the move? we'll debate it. start off with our top story the nasdaq closing at its highest level ever and we are in the center of it all. amazon, microsoft flying on the back of earnings but the sector is not showing green. chip names like intel, broadcom, qualcomm all sitting out today's rally. are these semiconductor stocks flashing a warning sign for the tech rally or do we take google, microsoft, amazon as heavier weights. >> when it's time for chips, but broadcom to me, qualcomm we've talked about for a while been a disaster since july and will continue to be as disaster. qualcomm -- broadcom not expensive, great quarter. we caution and said listen this thing traded up to 47.5, 48 back at the start of 2011, be careful. if it spikes there post earning

. >> yeah, i mean, look, david seeburg. i agree with you.n you said slow growth companies or older companies. slow-growth companies like cisco or ibm, they benefit. there are infrastructure plays i would be long here taking advantage of an emerging market uptick. so what's your thought on that? i really think the money could flow back into some of these names, just on that sort of safety trade and possibility. the opportunity that could exist abroad. >> yeah. i'm not the cisco or apple analyst. i would agree, when you look at the money i've spent on apple and my family spends, certainly they're gaining share in many households on a global basis. and i think that's an interesting play. cisco does have a security business. they are losing share in security. but as i look at it from a perspective, there's an opportunity for cisco to play in this. but unfortunately, the peer play security vendors have been taking quite an amount of share. >> when we think about which emerging markets will provide the most growth, is it macro trends you're lookin

tim seymour, david seeburg, steve grasso and guy.atch being released but not everyone is handling with care. the guy that did a tear down of the watch to tell you what he found and the mining stocks on fire today. is it too late to buy into the move? we'll debate it. start off with our top story the nasdaq closing at its highest level ever and we are in the center of it all. amazon, microsoft flying on the back of earnings but the sector is not showing green. chip names like intel, broadcom qualcomm all sitting out today's rally. are these