the espn subs are falling but is that in line to the content that espn has amongst other things ablemple delivery methods, is there another capacity. it raises the question is disney slightly more protected than we think. >> value of live tv being underestimated? >> yeah. we've got these other roots to deliver it. but does it have to in fact come through existing cable providers or the internet is not quick enough? you're not going to get everyone on the nfl. it will crash. >>> mine is "trump v. clinton: what does it mean for markets?" i love this piece because it goes through equities and it also goes through currency which is is the point that i picked out not since lloyd bentsen is bill clinton's first treasury secretary has an administration publicly talked down the dollar." japan, korea, taiwan could come under pressure, this of course goes back to the comment that donald trump made here on cnbc on "squawk box" last week where he said, quote, i love the concept of a strong dollar. while i obviously like a strong dollar with certain benefits, it sounds better than in actuality wh

well espn be a drag for the quarter? david: how to imagine espn being a drag but it has been in some ways. nebuchadnezzer primary are is underway along with west virginia. state republicans are still heavily divided over the new york businessman. fox news's jonathan hunt has his eye how much anti-trump sentiment is surfacing in a state where ted cruz and john kasich are still on the ballot. hi, mike. reporter: hey, david. that anti-trump sentiment is real here in nebraska. senator ted cruz appears to be holding out some hope, however small it might yet deliver him a surprise victory here. he was on the glenn beck radio show earlier today and in answer to a hypothetical question he said he might unsuspend his suspended campaign if indeed he did pull off a shock victory here. we spoke to a former state gop chairman who said it was a very odd way of doing political business and he believes not much more than wishful thinking on the part of senator cruz. listen here to david kramer. >> it's novel campaign strategy to announc

but the good news for espn is that they are way in front.have been cutting other costs.l we have seen around the playoffs costs.ing other we have seen the layoffs. they are cutting costs outside of programming where they can. they're starting to think about digital opportunities for espn. is there a model where they can offer espn direct to consumers and commoditize younger demos that way? to date, they have been reluctant to do that because of the big economic model they have. scarlet: they don't to cannibalize. >> at some point, they will have to do that. joe: how upset with the cable companies be? >> i think they would be extraordinarily upset. they pay over $6 per subscriber per month, by final largest, and they demand - - is.ifst households, it you look at the numbers were espn is not including , the question is a lot of these operators should try to figure out is there a market for a skinny bundle, a one offering of channels that does not include sports? not everybody likes sports and everyone is going to pay. alix: what we saw last su

espn and the number of subscribers.iate revenue at espn is extraordinary. growth business for them but if you lose subscribers -- like a disney has reported at espn, that could set up a revenue risk story. i think that is what stooped investors last summer and it continues to be a bit of an overhang for the stock. despite the huge blowout numbers , the stockx office year to date is still flat. joe: what is the key number to watch? what is the first thing you will look at? thing will bet subscribers. disney and espn has lost a couple million subscribers. we will have to see that trend and how the comcast companies of the world have been adding subscribers. we may see a turnaround for some of the cable networks and we will look at the advertising growth rate for the cable networks for disney. alix: what about succession? guest: this is a company that arguably, before this was really a it case study in arguably how to do a succession planning very well had some plans and it did minute, it didn't work out. scarlet: thank yo

you have to watch it over there at espn.e gotten to the point over there where it's gotten silly. they have a great documentary series called 30 for intercity. they did -- for 30. the alcs down 3-o come back and win 4-0. the red sox do. and in game six schilling pitches with a tendon in his foot, it's bleeding. they cut that out of footage now. like espn orth korea it what it is turning into over there. >> it you look at their main line guys, most of them are left wingers. there is no doubt about it. >> southpaws. >> when you were doing monday night football, all right, you were with al michaels. was there anybody else in the booth with you? >> yeah. foutsy. >> pure football player never heard him say anything political. michael just calls the game. were you told-eye because you reference all kinds of things. >> no. no. >> you weren't told anything? >> omyire schilling touched the third rail in american politics. he was sending out tweets about the north carolina bathroom. >> transgender thing. >> well, listen, the people ha

are you better without espn? that puts tons of volatility in their -- >> i'm going to say no. >> you know what creates volatility? and has been since august? i would say no. hey, maybe we should spin this off. i don't agree. >> yeah, i don't agree either. i do think at a certain point, the numbers are going to trough and you're going to see the tailwind versus a headwind. >> i love disney. my favorite when we go to the walt disney world studio. the parks. the rides. mr. toad's wild ride. >> because we need to know this. >> scary, man. ahhh! very frightening. >>> jamie dimon tomorrow. this big interview coming up 8:40 a.m. a must-see interview tomorrow morning on "squawk box." >>> still ahead, big retail names this week. we'll tell you who the traders are betting will be the biggest winner and the biggest loser up next. fast money traders know a thing or two about working out. they're about to put their fitness knowledge to the test right after this break. (politely) wait, wait, wait! you can't put it in like... .

but i just find that when i still put on espn -- yes, i still watch espn. am i too old? not the demographic you want. >> no. you're out of the demo. >> if you don't watch espn sports, for football, if football season were longer, we would be having a different conversation. >> i don't think it can be any longer. >> i don't think the players want to add. >> they need their bodies to rest. >> that's hard enough as it is. >> the draft. did you see the draft coverage on espn? >> yes. >> it was incredible. short-term i understand but i can't grade this company short-term anymore. it doesn't work. there were quarters i wanted to grade amazon short-term, it was a mistake. >> it makes sense. >> a quarter facebook lost its way because of mobile, there were quarters i felt google including the last one may have lost its way. this is allowed. what i am saying it's allowed. that's what i'm saying. this is not nordstrom, this is not macy's, this is not pen penney's. >> so disney's not going away. that's the point. >> thank you. i got another 15 i can mention. >> when we come back tal

that's because that one was just on the table april 15th, judge. >> the espn thing is -- >> the espn thing has been going on since august 5th. >> and it's hit the stock from 121 to -- >> took it to here. >> it's worked its way back 10% over the last month. >> now they're lighting them up again, right? and watch how much this movie falls off. it won't fall off that much, even though it was the fifth biggest opening ever, surpassing ironman 3. this is a juggernaut. everything that we've all said about "star wars" and all the others that they've got in the hopper, that's the reason you own this company. and there's going to be a little worry, though, because of this stags issue. but that, too, will pass. >> stocks made a great run since '88 and candidly, i don't know where the next $5 to $10 in this stock. there are a lot of issues out there right now. i understand and respect what pete is saying, what josh is saying about being able to overcome them. but i don't know necessarily if this is the moment to step in and buy it. i think you'll probably get it at some point in the mid- to low

espn has a lot of political commentators. keith you will better man was there -- keith olberman was there for a longtime. it is true. you will talk about politics on the air and it has to be left wing and everybody knows that. >> isn't that true that it is media? if you are in media across the board, producers, directors, you are going to run into a lot of left of center people. >> you will, and in the comments to breitbart they said, hire me. >> you thought he was -- you thought it was -- >> why not? jay he would be good here. don't you think we should ask him to be on the panel? curt schilling, come and do panel to "red eye." >> when i said he would be good here, iment he would be good there. >> this is a little early. >> like i said, curt schilling, go be hired by breitbart. >> i don't see rg iii dropping back and looking at his receivers and going he is for small government and physician kl responsibility. i am not throwing to him. schilling should go back to what he does best, video games. remember he bankrupted himself?

sales at espn fell 31%. arts wrapped up a record year for earnings and sales by posting fourth-quarter results last night that top analyst estimates. sales rose 12%. ea up 7.3%. electronic arts has been a competitor with one of disney's units, infinity. they make video games you can interact with. his knees closing that unit. -- disney is closing that unit. rocks will buy the palms casino, just two weeks after its own ipo. rocks owned by the ufc owners. the family may consider selling ufc four $4 billion. $4 billion. they almost kill each other and do it online tv for our entertainment. amanda: some of the best ufc guys in the world are canadian, including the women. keep that in mind. matt: i believe that. thank you. one of the biggest bulls on wall street in the second half of 2015. now, take a look at this chart. a target ofter has 2100 for the year for the s&p. he joins us from baltimore. limited returns in the bond market. in the equity market, too. barry: growth stocks are expensive. if you look at val

espn advertising once again the culprit. we will have the story for you. duff pictures you.f pictures of the downside. you are watching, your first look at graymarket and breaking news. ♪i hope life treats you kind ♪and i hope you have all you've dreamed of♪ ♪and i wish you joy and happiness♪ ♪but above all this i wish you love♪ ♪and i will always love you ♪i will always love you, i ♪love you nicole: breaking news this morning. bernie sanders wins big in coal country and donald trump heads to his delegate count. 130 delegates away from clinching the gop nomination. i am nicole petallides. liz: lauren: imr and simonetti pippa -- shooting at 222 points yesterday posted its biggest gain since march 1st day but checking to see how stock markets are featuring -- shaping up. dow futures down 39 points. nicole: after a big move yesterday, the nikkei index edged slightly higher paid docs and china move up a bit, too. nicole: rising prices for a big factor yesterday. oil up almost 3% good right now getting back $44.33 a barrel. nicole: shares of disney getting hammered after posting

>> i'm not focused on espn. think over time you'll see any weakness on espn be strengthened by media in the library in the box office results. i think it's a multi-faceted company overtime and dependences will shift. even as people elect to skinny down their bundle, i think they'll start to show growth at some point. >> robert, you also emphasize the strength in their box office and even how well "the jungle book" did in india, right? >> right. like you mentioned, let's not forget, the jungle book was the largest ever that happened in india, so that's a whole new exposed to disney. i wouldn't give up on ditzny just yet. if you're a cal sprel spread investors i don't know. >> disney, if it were seven, is down 50 points. a little bit of a hurdle. >> it is. people have started to warm up to the media group in general. disney has underperformed. it's been this kind of push pull in terms of the sector. i don't know that it's going to weigh. disney has been a bellwether mostly of itself and sentiment toward media as o

the focus on espn got way out of hand.ple all freak the out about the fact that they were losing some with the cord-cutting. that should have been expected but what people don't understand is john skipper who runs espn for disney actually address it had right away with the fact that they are doing extremely well with ads. as a matter of fact, 2015 was their best year ever at espn so for those reasons it was way overplayed and the secession plan. that's another issue that people are starting to grapple with. we talked about that yesterday as well. a couple years out. i don't think that's overplayed. >> this is the first conference call since that move with stag. >> so they will probably be addressing that, no doubt. >> we'll hear what iger has to say about that. coming up, stephanie's take on cat, plus your top trades for the second half coming up next. i know breaking the neighborhood speed record looks easy... but i wouldn't be able to burn rubber without optum. see i have diabetes... which can make it a little harder to

second, espn, cord cutting is a big threat for the most profitable business resonating.eep an eye on espn ub scribie i subscribing numbers. we'll see if that trend can continue. and third, the box office blockbusters, the street expects the force is still with disney thanks to studio mega hits like "zootopia" and stock has rallied up nearly 16%. >> i think i read in a report that disney has the top three first quarter revenue box office hits. what's interesting they're continuing to dominate the box office. i know landon this isn't the only thing for disney. you mentioned that espn is very important. >> they have three of the top five in the 2016 top grossing films zootopia, batman versus superman, jungle book. batman versus superman and jungle book won't go over until next year. and shanghai park which opens june 18th. >> landon, thank you very much. >> shares actually flat for the year. i wonder what the espn reaction is. >> over a decent past 12 months. >> up more than 11% or so. >>> the drama lending cut appears to have unravelled. the internal probe into its busines

espn will have it for you tuesday. game one from cleveland. all games on the conference finals on espn and all will tip-off shortly after 8:30 tuesday's coverage begins at 7:00 with nba countdown and have the nba lottery at 8:00. history for the raptors as the franchise advances to their first ever conference final. they win game seven. with a dominant second half led by kyle lowry's 35. so for all of us here, thanks so much for watching. thanks to our entire terrific crew here on abc. home on the nba finals. let's send it to sage steel back in the studio. >>> we the north, it is official. the toronto raptors for the first time in their 21 year franchise history has done it. won the biggest game in their history. your first reaction to this victory for the team that you once played for? >> i'm happy for the fans of toronto. a long awaited opportunity to make it to the conference finals and big salute to the raptors started off the playoffs in this series, really slow, shooting ineffectively. lowry and derozan took their team over the top today

espn will have it for you tuesday. game one from cleveland. all games on the conference finals on espn and all will tip-off shortly after 8:30 tuesday's coverage begins at 7:00 with nba countdown and have the nba lottery at 8:00. history for the raptors as the franchise advances to their first ever conference final. they win game seven. with a dominant second half led by kyle lowry's 35. so for all much for watching. thanks to our entire terrific crew here on abc. home on the nba finals. let's send it to sage steel back in the studio. >>> we the north, it is official. the toronto raptors for the first time in their 21 year franchise history has done it. won the biggest game in their history. your first reaction to this victory for the team that you once played for? >> i'm happy for the fans of toronto. a long awaited opportunity to make it to the conference finals and big salute to the raptors started off the playoffs in this series, really slow, shooting ineffectively. lowry and derozan took their team over the top today. >> first game of the

is espn saying they agree?d to that last one there? >> well, i don't think espn has a whole should be held accountable. we need to have good dialogue and talk to individuals about what is patriotism. you can have diversity among the races and as long as you can get past one or two segments of american idol, you should be able to sing. anybody out there messing up the national anthem. >> should espn publish this? >> i think they have the right to publish it, but i also think that the general public and people who read these articles should be smart enough to understand that this is just someone's opinion and definitely don't take it as gospel. >> randall hill, former nfl player. have a great memorial day with your family. >>> coming up on "fox & friends," major developments on conservatives' plan to stop donald trump. who mitt romney is talking to now. that's ahead. the president loves to hate on donald trump's big wall what's with the new plan with a bigger wall around the white house? ♪ ♪ >> i never forget any

the 100th running of the indianapolis 500. >> we have highlights now from last night's sports from espnwe got a game seven in hockey. stan has a game five in the nba. >>> the warriors and thunder, oklahoma state, back at home. down 3-1 in this series. steph curry doing mvp things. bucket and the foul after oklahoma city closes to a five-point game. so they're back up eight after the free throw. an eight-point game here. curry, steph is going to stuff. he had 31 points. second 30-point game of this postseason. russell westbrook missed this free throw. kevin durant had a look. could have cut it to a three-point game but he didn't. 31 for westbrook, 40 for durant but the warriors win. we'll see you in oklahoma city for game six. >>> tampa bay dressed its captain steven stamkos after a couple months out with a blood clot. saw what kind of pop he'd give them. jonathan drouin, he is giving a pop, beats the rookie goalie murray right there. ties this game seven in pittsburgh. 1 apiece. but 30 seconds later, rust never sleeps. bryan rust, the rookie, he got two. he got both for the penguins. sw

you could take some off. >> and some relief from the espn side? >> i did. it is a much smaller shrink. >> and from the other guy? >> well, the shrinkage is much less. >> yes. >> and the college football season. >> than iger threatened when he made the warnings months ago. so it is reasonable. they missed on threef of the main revenue inputs, but made it on two, and the misses were not bad >> the stock is at 11011.79, and 4.5% slide on shares of disney. and here is what is to come. >> showdown over dish network, the man with a $100 million shortage on the stock joins us from the bull versus bear debate that you don't want to miss. >>> and plus, the "star wars" trade and yet another company benefits big time in a galaxy far, far away. >>> and another failed merger, and what the death of the office depot and staples' deal means to your money. it is all coming up on the "halftime report." whole communities are living on mars and solar satellites provide earth with unlimited clean power. in less than a century, boeing took the world from seaplanes to space plane

remind the commission we'll be returning in july for the consideration of finally eir and the final espn from the final eir is considered. >> that concludes my presentation. unless the commissioners have questions i'd like shelly to summarize the historic preservation commission meeting yesterday on espn. >> hello commissioners shelly from the preservation staff of the planning department mile comments are brief as you've heard made comments and generally unanimous argument on agreements and commissioner johnson the sutter street could be counterfeited by researching that and commissioner hasz asked the pertaining to keep up the legalization the project site and that concluded their comments i'd like to note that 10 the project sites before the historic preservation commission for various legalization approval for either certificate of appropriateness or permits to all and commissioner hyland was absent and i'm available for any questions. >> director rahaim. >> thank you, commissioners to wrap up the staffs presentation first of all, thank you to staff to put together that chelsea this

, and amazing asset, and espn is thinking of the sports like e sports and that, and that is awesome,ut integrate virtual reality into the viewing of sports for example and get out of the idea that they have to save the cable busines business. >> and rahul, you are hitting on something indirectly that i have a question about, because it seems to me that if you like the disney multiple it is because you believe in the ability to turn the box office gold into gold in other places, whether it is merchandise or whether it is in the cable and being able to sell these characters through other types of experiences, and at the same time, they are backing away from disney infinity from getting the hands dirty when it comes to the dujle tall world. is that a mistake, and do they need to actually invest more in creating the digital experiences, and lest they risk not being able to translate their box office, the stable of characters into the digital gold in the future. >> i think so. look, i think that they need people to sort of think way outside of the box on how can they take the different fr

espn reports tickets sold out within 5 minutes of going online. tip-off is at 6:00 p.m. tomorrow live in san jose, maria medina, kpix 5. >> thank you. over the course of history in game 7 of the nba playoffs the home team has won 100 times. and there have been only 24 home team losses. >>> b.a.r.t. will reopen tracks earlier than expected because of tomorrow's warriors game. the tracks were scheduled to open on tuesday morning but now they will open at 3:00 p.m. tomorrow afternoon. bus bridges remain in effect. the fifth and final closure. b.a.r.t. says the work will make the ride safer and quitter. >>> shark's nans are getting -- fans are getting pumped up but one couple wasn't expecting the team to get this far. their wedding is next weekend when the sharks return to san jose. >> kind of crazy. also the year we are getting married and he has to miss the first game of the stanley cup because we are getting married -- [ talking at the same time ] >> the first two games will be in pittsburgh. >>> mayors calling for new surveillance cameras following a rash of freeway shoo

i know the espn if your honturn pretty great.is movie business something that's never been done before. it's an annuity and it's incredible. >> coming off tough comps too. last year was a banner year as well. we'll get stop trading with jim. dow is up 153. don't go anywhere. >>> time for cramer and stop trading. >> white wave falls on the heels of hanes celestials. i point this out a lot of the traditional food companies still had very low actual sales. i mean, but this is what people really want right now. and remember backdrop whole foods was a little bit better. it just does seem like this group got oversold to the downside as people flock to campbell's soup and general mills, which become more natural and organic, but natural and organic is alive and well and i think this company can go higher. >> also been a consolidation story sort of involving this name. not that it's necessarily going to happen. >> they have good growth prospec prospects. >> i don't know that he's ready either. >> no, greg doesn't want to sell and i thoug

this is according to espn. >> mark: the exact count has not been released. they stated this could be the first time we have unanimous mvp. >> jackie: i discussed here at oracle. nobody's here right now this is called steph curry as you set according to espn he will be the name as the ndp for the second time. steph curry by any measure has had an exceptional season. not only did he break the all-time record for the most reporters in a season weller for rhythm. also averaged over. 30 points a over basically right now all the speculation is that he'll be named mvp. they are wondering if he will be unanimous. it's hard to believe that anybody would vote against them. most importantly in the playoff run is whether steph curry will play tonight in game 4 of the important. portland beat them on saturday that the series at two games to one. this increases come back and forth. but a game is that m or is applied. steph curry has played a game and have. there is speculation he may employed on saturday. now everybody is wondering whether he will play or not. in a chance

espn reported they had on the margin of losing several million subscribers.caused them to reduce their profit outlook for the cable network segment. that caught investors by surprise. what we have seen is a little stabilization. we have seen some of the cable operators like comcast and time warner cable post video games. -- video gains. well the cord cutting issue is a long-term issue, it is more of a longer-term play and not necessarily a big negative in the very near term. betty: that trend is in place, it just might not be as drastic as we were thinking a year ago. there are questions on the cable business. on the box office side of disney, the theme park side of disney, is the growth going to be enough to offset it? look at their theme park and film business, they are in strong positions. the film business, which is traditionally unpredictable, investors tend not to depend on those earnings -- for disney it is different because they have the products from pixar, marble, ,nd star wars -- pixar, marvel and star wars. it has been very predictable. over the n

the white lights are on the wing span and they espn over a few hundred feet. on top of those wings are over 17,000 solar panels that power four electric motors during the day and charge the batteries for use at night. solar impulse 2 will be taking off under a half hour. being piloted by a swiss aviator and co-founder of the project. he will be taking off on what would be a 16-hour flight. they went be expending any fossil fuel. the down side are the top speeds are only 47 miles per hour. hence the long travel time. solar impulse 2 arrived in the bay area last week. there is a beautiful shot off the golden gate bridge. prior to that it came from japan. the plan is to go to phoenix, get across the united states, europe and back to abu dhabi which is where this long journey started over a year ago. they want to prove the benefits of clean technology. >> it's a big jump into the future. in a way you think it's science fiction but in a few years' time hopefully the entire society, the entire world will work with this type of technology. this is what we want to dem

, three months ago, very disappointing, a lot of concern about the subscriber growth, specifically espnt with a nice surprise, subscriber growth is growing, just a notch but moving in the right direction. shares had a nice bounce since that report. even though they're expecting some trouble continuing at espn, specifically with the ad revenue and the subscriber growth, you're looking at big movies which will have offset that disappointing side from espn of the back to you. liz: lori, thank you very much. lori rothman. stay tuned after the bell we'll bring you quarterly results for disney. also results for electronic arts. do. first quarter growth up half a percent. corporate profits fallen for four straight quarters. mike sorrentino says his client are worried recession is imminent. they're calling you saying is recession coming, what do you say? >> absolutely not. they're worried about it. we haven't seen one in a while. seven or eight years for recession. liz: cycle usually goes that way. >> the problem is, that was not average recession, we can all agree, right? you have expectation

the invictus games air on espn

espn reporting that warrior star steph curry will lift up the mvp trophy again.l be the most valuable player for the second straight season. curry is the first player in nba history to average 30 points in fewer than 35 minutes over a full season. he broke his own record for three-pointers made in a season. curry is doubtful for tonight's game against the trail blazers in portland because of his knee sprain. warriors are up in that series 2-1. >>. >> sharks can wrap up their series tonight. they won at home saturday in the western conference semi final series. a loss to the predators today would mean game seven would be played at the sap center on thursday. >>> one rare case we don't want to see them back at home. >> customers trying to get their hands on the new gilmore garlic fries. >> mcdonald's started offering a trial run at four different south bay locations. all. restaurants are out of garlic. pretty important for garlic fries. i might have to wait. mcdonald's says it could be weeks before the fries return to their menu due to a shortage in high quality ga

yes, espn definitely has a future.nybody that doesn't see espn in the future -- >> well, it has a future for sports programming but what about the othersy. >> we know now when you look at ad rates final four, olympics, super bowl, espn has been the crown jewel of all cable. you can see a slight downward movement now and again. but what a great asset. i'm not worried about it. >> i'm not watching it any less. >> yeah, exactly. the whole family watches on game day on saturday. it's classic, right? they got a good franchise. you do have halftime reports. you are constantly talking about the effect of one dow stock on the average. you're a nerd. i know you'll know. what's the divider? i mean, disney down five or six points that's 50 dow points? >> this is from robert -- >> so is it seven? >> seven dow points. >> 35 of the 50 is all disney. who knows what the rest of the market looks like. >> the stock in some ways was kind of ripe to come back. remember, back in august the stock was around 120. iger made the initial commen

the invictus games air on espn 2 through may 12. they're owned by our parent company, disney.k you for watching and good night. wannwith sodastreamter? you turn plain water into sparkling water in seconds. and because it's so delicious, you'll drink 43% more water every day. sodastream. love your water.

game two is thursday on espn. >>> this kid khris davis.was with the brewers, went to cal state fullerton. familiarize yourself with him because he hit flee home runs including how about this a walkoff grand slam for his third jack against the rangers. joins lorenzo cain, andrew mccutcheon and aaron hill as those who have hit three home runs in a game. look, he's got a jump shot like steph curry. that's it. >> i guess t >> he was lonely. >> he looked so lonely. >>> up next in "the pulse," no sweat. high school student shatters a world record for pull-ups. >>> creative companies rival firms in opposing buildings trying to one-up each other with post-its. [ nurse ] i'm a hospice nurse. britta olsen is my patient. i spend long hours with her checking her heart rate, administering her medication, and just making her comfortable. one night britta told me about a tradition in denmark, "when a person dies," she said, "someone must open the window so the soul can depart." i smiled and squeezed her hand. "not tonight, britta. not tonight." [ fema