google, facebook, amazon. also dow companies, at & t, exxon, mobile, chevron. caterpillar. monday home sales figures out. tuesday, president obama delivers his state of the union address. alls tuesday, the federal reserve will kick off the two day meeting. markets will be watching to see if the fed will further taper the bond buying program. on thursday, the bureau of economic analysis will release preliminary estimate for fourth quarter and gdp for 2013. finally as american manufacturing rebound and profits grow, a trend is taking hold in plants across the country. robots working side by side with humans. the latest wave of robots are smarter, less expensive and allow manufacturers to expand and hire more people. we have more. >> meet baxter, a small easily programmable robot working side by side with the men and women at vanguard plastic in connecticut. >> at the beginning i was kind of nervous. the first time working with a robot. but i like it. >> i love working with baxter. he is tamazing. >> vanguard paid $24,000 for baxter. steal of a deal. according to the vanguard

just ahead -- it's a tech trifecta-- as a trader talks earnings for facebook, amazon and google -- nexttalk. we are in the thick of earnings season for tech stocks. joining us now is matt cavanaugh of cmz trading. good morning matt. last night facebook came out and hit it out of the park with those mobile ads. what do you think about the stock today? >>they really didthe story continues to be mobile with facebook. they were the catalyst to make it come up from the low 20's to where it is now and that continues to be the story. i think that they delivered pretty well. it's an expensive stock and people are pretty high on it right now but it looks like it's firing pretty well. >>let's move on to amazon. this could be a big story today especially after december when we found out that amazon had so many orders that ups and fedex could not keep up. what do you think about this stock? >>it's a great company. it's a little tough to evaluate because people think it's too expensivepeople think it's cheap. i think it's a great company and if you get a chance to buy it on weakness, chances are it'

google has spent $17 billion buying companies over the last two years. , apple,that to facebook amazonoft, yahoo! -- they spent 13 ilion dollars combined. >> it is extraordinary. >> do these companies have to worry more about google? >> they might. hiring someone likeyann lecun, beside bringing his expertise on board, there's another benefit. he is kind of a rock star among artificial intelligence researchers. if he works at facebook, that means that all these other people who work in the field will be paying close attention. maybe they would like to work at facebook. there is competition for other leading lights of that field. google has somebody and they all know each other. this is another way in which they compete. >> this could tie into the mark zuckerberg grand vision. with john hennessy, the president of stanford university yesterday and he was asked if 20 years out, what is the next big thing? take a listen. >> what will be the new new thing 10 or 20 years from now? >> one of the things i think over five or 10 years will exist , just like the ability to ask more questions than

. >> how do you see the googles, facebook, amazon staking out their territory in ai?d the foursquare. >> let's not forget the foursquare. but that is a great question. -- >> that is a great question. web search has no choice but to get smarter. there is too much data. it will have to synthesize and understand reason. it will have to start answering your questions and give you the exact information you need to solve the problem. >> brute force will not solve your problem. >> exactly. it is beyond the shallow recognition into the deep understanding. >> how do you think we will interact with a lot of these? mostly voice, typing, more proactive? >> it will be next. i think it will be multimodal, because there are so many different ways to interact. mia my car? am i sitting at my desktop -- am i at my car, my desktop? there are some things that are so much easier to do than typing. and in other things, touching. you will see multimodal interactions. >> how do you see ai in the future of foursquare? >> that is what we are trying to do with our proactive recommendation. inst

. >> why it's great for the consumer is, you have all these other businesses, google, facebo facebook, amazonhat spawned from the internet. so if the internet stays open, you're going to have more entrepreneurs, you're going to have more creation of wealth around the whole country. >> the ones that are monopolizing the internet now are going to start charges more. the amazons and the googlings of the world can charge for what right now is free. people who have one will have access to that and people who don't will not. suspected that true? is that a yes or a no? >> but in the whole world, it's a profit business. if you can't afford to get a certain product and you don't make the money to get that product. then you can't get that product. this is a free market. >> but right now you can. >> it's a free market society that works. >> it's working right now just fine, isn't it? >> it is working right now. so what the government's trying to do here, is nationalize it, come in so they can tax it and regulate it and they can control it. this is the whole redistribution of wealth and getting control.

this is any site, netflix, google, facebook, amazon.he key with this decision is that internet companies could offer faster broadband to websites willing to pay. think of it -- i don't know, think of it like a toll road. you pay a fee, the snow gets cleared faster, the potholes get fixed faster. if you pay something, you have a smoother ride. one analyst is actually calling this a game-changer, because now the internet is basically an open playing field. websites, they've got the same access to the same network. but because of this ruling, the quality of that access could be very different for different people. because of what they're willing to pay. now, those in favor of the decision say that internet providers, they spend a lot of money to speed up and expand internet service, so they should be allowed to do what they want with it. critics say, wait a minute, consumers could wind up paying more. wolf? >> is this decision final? what happens now? >> okay, soit not final. because the fcc could wind up appealing this decision. they say

. >> apple, yahoo, facebook, amazon and google show us what they've got, what we can expect from theou guyse both here. what are you looking forward to? the first is apple. they are curious if the ipad sold better or worse than expected. i think that they will be better than people thought, close to 27 million. iphone a little bit weaker than expected because the iphone 5c did not sell as well as people thought. >> will that set the tone? >> yes, because it is on monday and its size. the rest of the week, we will hear from the internet guys to see how big mobile was. to see what facebook is doing with instagram and video advertising. on iseople are focused best buy and amazon because of best buy. because of what happened at best buy, down 30% -- >> they got hammered. >> amazon show that they took it away from amazon. >> do you think that amazon did it? people, including myself, were frustrated with the ups ordeal and not getting things on time. the best buy really suffer? >> i did a bunch of my shopping on amazon. i think there was a lot of turning from one to the other. >> the numbe

liz: we could talk facebook pour amazon. technology is the name of the game and you heard mark newton say tech is looking like a standout not just today but over time. dennis: look at how the nasdaq has been weaker in the month of january than the other indexes. people thought tax -- tech was heading for a fall. you got to think what is not to like? they face two big crappiess, one for facebook was can we get on to the iphone and tablet and mobile? mobile, 70% of users now over half of at scum, 50% and revenue is great so we have to see the other crappies, we always worried before how many people they have in the tent. wall street is looking at what a good job facebook does selling stuff to people that are in the tenth and doing a good job. liz: it quieted a few people that were critical of it. quoting some of the media. thank you very much. we appreciate it. google, facebook call list on the nasdaq, google reporting earnings "after the bell," same with amazon. we will give you a full breakdown. let's get to the fact that th

. >> whether these deals come from mobile -- earnings from facebook and amazon.eports.ple you have big headline numbers headline numbers and how many ipads were showed. what are they forecasting for this quarter they have teamed up with china mobile. to be honest with you, it is getting boring. we notice the, massive, and significant. productsevolution of -- e 2010 and we want a about innovation. >> massive over the weekend. there are subsidy talks going on and how they can never -- leverage this number. that is the amount of credit that companies have on file with itunes. how can you leverage that to go hard into the digital space and do what people talk about? you get your iphone and you walk into a shop. facebook talked about monetizing facebook. have is accesst to an account. this is a little bit of context. globally a little bit and you can see how big the space is. it is about that. >> mobile payments. details. chance with >> there is potential here. >> thank you very much. >> let's talk about emerging markets. a significant number of currency is weakening

the companies that aren't here, google, facebook, amazon, ebay, twitter, instagram, you name it, all able to be born and flourish because of this transformation. i would say that any consideration of the act should start with not only cataloging its ills, but cataloging its successes. much as reed was alluding to. i think it's really important to note that over this period we have seen the most stunning amount of investment in infrastructure and architecture that we've ever seen. we have reached 90% of americans faster than any other technology in world history. innovation and growth have continued at exponential rates with broadband increasing over 19 times just in the last decade. doubling basically increasing about 50% annually. that's a stunning achievement in something we should make sure we keep going. i, so i think, you know, being guided by the old maxim of do no harm as an important cautionary tale, as i thought about how you might think about architecting a new regime, i'm guided by the idea of the internet itself, which is the fundamental principle of simplicity as a desig

compare that to facebook, apple, amazon, microsoft and yahoo!. they spent $13 billion combined.e companies have to worry more about google than they already do? >> they might. jan who isbody like kind of a rock star among artificial intelligence researchers. if he is working at facebook, that means all these other people who work in the field will be paying close attention. maybe they would like to work at facebook. there is competition for other leading lights in that field. google has somebody and they all know each other. this is one other way in which they compete. >> this may tie into mark zuckerberg's grand vision. he sat down with john hennessy the president of stanford university yesterday. him what is the big thing 10 or 20 years out. take a look at what he had to say. >> what is going to be the new thing 10 or 20 years from now? >> one of the things i think over a five-year tenure. the will exist is just like ability to ask more questions than you can ask a search engine today, something we are actively working on is because we really want facebook and this whole movem

facebook. >> artificial intelligence still has a sci-fi ring to it. in our digitalis lives. from netflix's movie recommendations to amazonrecommendation. >> everything you do on facebook or google, there is an ai system behind it. been studying artificial intelligence for three decades. now he is taking on a new post. he is facebook's head of artificial intelligence. futureheir bet on the and what they will do with the data they are collecting. thinking about the infrastructure, now that they are established, they want to look forward 10 or 15 years from now. >> there has been a talent grab. >> ai plays an important role in computers. race between companies to establish some selves in this field. >> recommendations are nice, but that is old hat. the next step in the field is using ai to improve the computer's ability to see and hear. >> we feed the image to webcams, it tells us what category the object is. how would something like that toapplied a plot -- applied the future? >> the system will identify the object that is in the picture. it will make things easier to search. we can organize your pictures in a way that are

amazon. ben gordon is the general partner. venture capital firm that was an early investors in several tech giants including google, facebook, as well as amazon where he sits on the board of directors and that's where we'll start. ben, welcome. great to have you on the show. >> great to be here. >> so what do you think of the way that the street is taking amazon's earnings? >> you know, it's hard for me to comment too much as a board member, you know. i agree with jeff's point of view. he's willing to be misunderstood for a long period of time, takes the long view. and, you know, i think it's a fabulous management team and management team with tail winds tend to percent severe and win e long run. >> do you think the strategy is being questioned for maybe one of the first times by the street that, you know, maybe the spending habits of amazon are finally starting to catch up to the company for quarter after quarter after quarter, people have been willing to give this company a pass based on the -- pass based on what's down the road. >> i'm a full-on believer in amazon the management team and strategy. so, you know, i have no que

and opportunities that never were envisioned before, the companies that are not here, google, facebook, amazon, all able to be born to flourish because it is transformation. i would say any consideration that should start with not only cataloguing it is as much as it was alluding to. i think it's really important to note that over this period, we have seen the most stunning amount of investment in infrastructure that we have ever seen. we have reached 90% of americans faster than any technology and world history. innovation and growth have continued at exponential rates with broad and increasing 19 times just in the last decade doubling basically increasing about 50% annually that is a stunning achievement that we should make sure we keep going. i think being guided by the old maximum do no harm is an important cautionary tale. as i thought about how you might think about are detecting a new regime i am guided by the idea of the internet itself which is the fundamental principle of simplicity as a design principal and it's been a very powerful one in the internet and i think it offers some gui

record-setting day on wall street for the nasdaq composite for names you know such as facebook and amazon

facebook, right? you did see morgan stanley upped targets on amazon, google and facebook also.potential, ad revenue and like you want to pick most broad-based. look at management, what they have done this far. you can say because a company hit a high you don't want to touch it. ashley: right. >> that is when dollar-cost averaging and things like that come into play especially when you have something you like a lot. ashley: the economy is coming back. the global economy is looking better. this could be good news for the tech sector, right? >> you have to ask is improving global economy helped facebook at end of the day? facebook, we saw it is up two bucks on the session. up 3.5% on day. up 3% on year. this is a stock that doubled in 2013. you start to look at company, nicole made mention you have to buy what you know, buy what you, kind of like warren buffett thing, something you're familiar with. be careful with the thought with facebook. somebody sitting at home, using facebook any tay, you're not under 30. they have moved on to other things. have to ask are you still relevant

amazon,facebook, yahoo!, all reporting earnings, some disappointing.ncing it is selling its motorola handset is missed to lenovo. microsoft getting close to naming session at della -- naming the ceo.

>> it's a premier growth company, on par with companies like twitter and facebook and amazon.t the growth rate, you are looking at revenue growth rate roughly about 40% for the next several years. our price target's $300 a share over the next 12 months. they have roughly about 259 subscribers. this is a very good business model that will continue to grow in the next several years. that said, you want to know one thing. if this is a growth company, it's a high data stock and you want to have very very pragmatic position in your portfolio because of the volatility. >> okay. let's go on to the charts. that's what we do here, fundamentals, technicals from a chart perspective. how is it looking? >> linkedin looks really good on the chart. when we look at the chart, what we're looking for is how the stock reacts to certain events. what we see is that it's reacting positively to two different negative events. that tells us that selling pressure is likely out of the stock and it can continue higher. the two events are it tried to break down below 208 earlier in the week, back above th

amazon,facebook, yahoo!, all reporting earnings, some disappointing. google announcing it is selling its motorola handset is missed to lenovo. microsoft getting close to naming session at della -- naming the ceo. tom perkins, the cofounder of geithner perkins, wrote a letter to the wall street journal, comparing the war on the richest one percent in america to the persecution of jews in nazi germany. he joined me to apologize for that comparison, but not the message. perhaps the most talked about part of that conversation was his watch. take a listen. >> they got into a conversation about the idiocy of rolex watches. why does any man need a rolex watch? it is a symbol of terrible values, etc.. well, i think that is a little silly. this is not a rolex. rolexesbuy a sixpack of for this, but so what? >> he could have walked a few six packs over rolex-- of rolexes with that watch. joining me is an early-stage venture investor. i know you have been following this all week. what do you make of perkins' comments? anything, if possible, i find him more offensi

amazon, facebook, google and apple. of them have such enormous amounts of cash reserves that they are just going after and acquiring new companies. >> thank you very much, great to get your thoughts. >> just ahead, kickoff isn't until sunday that google has already been cashing in on the super bowl. we will tell you what youtube has to do with it. ♪ >> these other bloomberg top headlines today. six danish ministers quit. the social democrat prime minister pushed a $1.5 billion stake sale. the deal gives goldman sachs veto power in exchange for his investment. football governing body is demanding information on working conditions for the 2022 world cup and qatar. this follows the reported deaths of 185 construction workers last year. they qatar committee overseeing the facilities will provide the report in the next two weeks. lawyers for the u.s. students amanda knox and her codefendant have valid to appeal their murder convictions to italy's highest court. yesterday an italian appeals court upheld a guilty verdict in th

the companies that aren't here, google, facebook, amazon, ebay, twitter, instagram, you name it, all able to be born and flourish because of this transformation. i would say that any consideration of the act should start with not only cataloging its ills, but cataloging its successes. much as reed was alluding to. i think it's really important to note that over this period we have seen the most stunning amount of investment in infrastructure and architecture that we've ever seen. we have reached 90% of americans faster than any other technology in world history. innovation and growth have continued at exponential rates with broadband increasing over 19 times just in the last decade. doubling basically increasing about 50% annually. that's a stunning achievement in something we should make sure we keep going. i, so i think, you know, being guided by the old maxim of do no harm as an important cautionary tale, as i thought about how you might think about architecting a new regime, i'm guided by the idea of the internet itself, which is the fundamental principle of simplicity as a desig

stuart: it is amazon, google, microsoft, apple, netflix, facebook, twitter.ey and we cover it all the time and you do too. new details on the nsa spying scandal. the new times reports the national security agency has implanted software on 100,000 computers around the world giving them access to the information on those computers creating a global highway for cyberattacks, and reports the nsa is using secret technology that allows them to implant the software on computers that are not connected to the internet. judge andrew napolitano is here. you have a problem with this? judge napolitano: anybody who believes in the constitution, anybody who believes in a natural right to be left alone, the natural right to privacy should have a problem with this. it is a very interesting step to foreigners. theoretically the constitution regulates the federal government wherever it goes but as a practical matter, the attention to its interference with the natural rights of foreigners particularly a foreign government has been lessened and the court has said that as a politi

. >> we'll get some of those with amazon google, facebook. >> amazon, he gives it 27 -- google they haveeloped a good conference. facebook is "breaking bad" an emmy-like conference call. >> what role is sanburg? zuckerberg is walter white? >> claire danes. >> she's claire danes. >> we'll all over the place. >> i want to know who the true detective's going to be. >> talented. >> who is matthew mcconaughey. >> you love that show. you really do. >> you know who -- amy hood. >> amy hood. >> the best, new actress on the scene. >> microsoft cfo. i'm tell you, a star in the making. >> got it. rising star, amy hood. >> we'll get cramer's "mad dash" as we count to the opening bell. we'll get the futures and get monday started. you can separate runway ridiculousness... from fashion that flies off the shelves. and you...rent from national. because only national lets you choose any car in the aisle... and go. and only national is ranked highest in car rental customer satisfaction by j.d. power. (natalie) ooooh, i like your style. (vo) so do we, business pro. so do we. go national. go like a pro. the

started on monday reporting after the bell and it will be followed by reports from google, amazon, yahoo!, facebookon tuesday. the focus will turn to washington and the state of the union address as president obama , his aides have told us the president is expected to focus on economic opportunity as well as economic disparity for many americans. another big event will be the final days of federal reserve chairman ben bernanke. he has one more meeting to go and officially leaves friday evening with janet yellen taking over on february 1. as for earnings, this coming week will be the peak of the season. bloomberg data shows that of the 122 s&p 500 companies that have already reported, 74% beat estimates for profit and 67% exceeded estimates for sales. in new york, su keenan, bloomberg. >> let's have a quick look at some of the main evidence we are following in this part of the world. we had earnings from samsung and hyundai. electronics the next heavyweight with results question mark they're looking to rebound from a loss that came on the strength of the won. the india central bank has raised rates.

facebook. i'm jessica doyle wusa9.com. >>> amazon can be a great place to find deals but the online retailer could be making you offers even before you know you want them. the wall street journal shows that amazon has taken out a patent on something they're call anticipatory shopping. they'll look at your previous orders, box up items they think you want when it thinks you want them. nothing will be sent unless you approve it, first. >>> velveeta says nearly 2 million pounds of cheese skill let singles contain soil that is not reflected on the label. so far no reports of people getting sick. it is a risk for people allergic to soy so they're pulling them off the shelves. >>> do you remember the 5-year- old kid who had a chance to play super hero in san francisco last year. the city is getting rescued from $105,000 tab that it racked up making little miles scott be a bat kid in his dream come true. philanthropist john and michael golden have pledged to pay the city's ll. and most of the funds were accommodating the surprisingly large crowds that came out to cheer on bat kid. >>> in texas, a dash bo

record-setting day on wall street for the nasdaq composite for names you know such as facebook and amazon and google, united technologies and norfolk southern at highs today. u.s. dollar higher, gold pulling back, oil gaining and the vix, the fear index to the up side, things are moving but not dramatically. that is where we see the real moves, united technologies, revenue climbed, we will look at where that stock is very gut 3/4 of 1%, almost 116 hitting a new high, and 40 negative dow points down 3.5%, 18189. obviously this is after their quarterly report. at a mixed bag but as we know ibm's revenue is shy of wall street expectations and that has been weighing on the dow jones industrials. sandra: thanks so much. adam: we watching shares of apple, that stock getting a boost on the latest round of tweets from carl icahn. the activist investor is continuing his push for a bigger share of buybacks saying the company could do this, quote, a great disservice to shareholders. he also disclosed he added to his stake which has crossed $3 billion. sandra: bernie madoff recovering from a heart at

if you want to worry about privacy, you worry about google and facebook and twitter and amazon and target. the nsa people are patriots keeping us safe. and big tex view, it is okay for big tech to have the intimate details in our lives and nsa can use any data to protect americans. >> what do you want to see happen to edsnowden. >> it is unprintable and medevial. i want ed snowden to face justice and see what the constitution and jury of his peers have to say. >> thank you for sharing your perspective. >>> there is a theme emerging in the case of a retired cop shooting another man in the theater before the main event began. >> and surveillance video capturing a suspected arsonist in the act and then there is this. >> that there is not real, camerota. >> i am terrified. >> that is a prank. >> i hope, so. >> we'll tell you what is behind the prank and you tell us if it is the best prank you have ever seen. >> i can't wait. [ dennis ] it's always the same dilemma -- who gets the allstate safe driving bonus check. rock beats scissors! [ chuckles ] wife beats rock. and with two checks a year,

it will be followed by reports from google, amazon, yahoo!, facebook, and more.uesday, the focus will turn to washington and the state of the union address by president barack obama. his aides have told us that the president is expected to focus on economic opportunity as opposed to economic disparity for many americans. another big event will be the exit or final days of federal reserve chairman ben bernanke. he has one more meeting to go. he officially leaves friday evening with janet yellen taking over on february 1. as for earnings. of thell be the peak season. bloomberg data's -- shows so far out of the 120 two s&p 500 companies that have already reported, 74% beat estimates for profit, and 67% exceeded estimates for sales. in new york, su keenan, bloomberg. >> let's take a quick look ahead at some of the main events we will be following for you this week. after earnings disappointed for samsung and hyundai, lg electronics is set to be the next korean heavyweight to report results. that is due today. the company will be looking to rebound from a loss that ca

apple, amazon, facebook and yahoo! were the choices. ple was the one that -- the biggest vote that was cast with 49% there. amazon coming through a 28%, actually, some of the best numbers from facebook this week. 15% of you going for that stock in yahoo! right at the bottom of 7%. i guess depends on your trading window. >>> you can see more than 7,000 of you voted online for that choice. head to traderpoll.cnbc.com to cast your vote. you can see the trend and add to these numbers. have your say in twitter using #traderpoll. >>> the biggest sporting event is this sunday when the denver broncos and seattle seahawks face off in the xlviii super bowl. it's the first super bowl to be played outdoors in a cold weather environment. i'm not sure cold weather quite describes it properly. more than $12 billion is expected to be spent on super bowl wear, snacks and merchandise. >>> ahead of the big match we sent ross westgate off to talk to a current nfl player and someone who has played in a super bowl. that is brennan deed diedrich. we asked who

based on products like amazon prime. facebooke than one percent today, they recommend purchasing the stocks in the fourth quarter results with a likely solid quarter, firing on all cylinders when it comes to monetization. we know what that means. [closing bell] stock, elier two lilly, down half of one percent, losing patent protection on cymbalta, its best-selling drug, last month, leading to predictions that revenue will decline to its lowest level. >> i heard the bell, our number one stock of the day, down one percent. the bank has agreed to pay one point $7 billion to settle claims that they ignored obvious warning signs thanks to the bertie made up on the scheme. they agreed to pay $542 million based on the losses tied to the scheme. signs continue to mount for jpmorgan. a good day for the markets here, looks like we are closing up more than 100 points. of almost 11 there, managing to break almost the worst losing streak since 2005. this is the dow's first triple digit gain this year. the seventh of january? >> the 30s seven

companies coming in this week, apple, google, amazon, facebook, pretty good numbers changing the tunerward at least for the technology sector. tracy: thank you, sir. >> my pleasure. ashley: time now for your "tech minute." china's e-commerce company getting in on the game space. ali baba making three games available for the mobile apps. but his efforts the internet giant to try and hold onto the vast user base at the shopping sites. china mobile game market reached almost $2 billion last year. it would not be monday without some merger and acquisition news. google is buying artificial intelligence startup deep mind for $4 million. google has reportedly established and ethics board to ensure the artificial intelligence technology created is not abused. over the past year google has snapped up several firms including boston dynamics as best we can rolled his video again. the company known for building these animallike robots. and another retailer to the list for data breaches. eccles joins target and neiman marcus as latest business to be hit. posting a letter from the ceo saying we're

amazon, google, facebook cannot last night.ls with the latest. >> that is pretty much it for "the pulse." is up next, live with tom keene. tomorrow. he getsll see how greeted by the u.k. citizens. you can follow both of us on twitter. guy is @guyjohnsontv, i am @flacqua. ♪ >> this is "bloomberg surveillance." >> the federal reserve ignores disruption in emerging markets, russian and turkish currencies we can. facebook report an outstanding quarter as google jettisons motorola to lenovo. scarlet fu will watch the football game but i watch the ads and i cried when the big forces make an appearance. i just love it. >> it's ok. >> it's great, good morning, everyone, this is "bloomberg surveillance." it is thursday, january 30. joining me as always is scarlet fu and alex steele. >> i am totally pumped up about the football game. hadhe empire state building seahawks colors. i i will be in arizona so will not have the pleasure of being in new york. >> a lot going on today -- a lot in the company area. we will look at the emerging mark

entrepreneurs to try to start businesses, it means we might not end up having the next facebook or the next amazonyoung entrepreneurs in the situation of thinking, well, should i stay at a big company and work and get my paycheck or should i go and try to pursue the american dream and create my own company. >> i'm running on the fact that there are very few people up in washington that are fighting for the next generation. i believe that if, you know, the congress and the president are going to push all of our current problems and issues of our country onto the next generation, then it's people from the next generation that have to stand up and lead. stuart: i've got you on that one, but explain to me why young millenials should shift their vote. because in the last two elections they've gone to the left, they've voted for president obama and democrats for a large majority. why do you think they will shift in this coming election and vote to the right? >> well, i think the honeymoon phase has worn off. young americans got caught up in let's provide health care for everybody and let's do this. it w

connell: you are not necessarily a fan of google or facebook but you already mentioned amazon but it's after the death of steve jobs the company is not what trades today.k at the apple >> i mike apple. this is evaluation and that is low. very loyal customer base. the keeps selling us the things that we did not know be needed. i think they have been fiscally discounted already with innovation. if they ever come up with something in the price is to the upside. connell: but when there talking about television's i know apple does not participate in the us ces but you are betting that comes back? >> yes. i bet they still have a loyal customer base is the fact they may come out with something here. maybe not this year or next year that will be a big boost. also they held their earnings with their mobile. connell: thank you very much. dagen: that arctic blast hitting the majority of the united states but the midwest and northeast still have temperatures below freezing. connell: is the danger of frost bite is something people are talking about from the fox news medical a team the thing about f

they're going to go after google at some point and amazon and now facebook. >> facebook got cheekier,eton saying you released your study before it's peer reviewed and facebook is saying although our research on your eventually demise has not yet been peer-reviewed. every like for this post that we put up counts as a peer review. and they're making fun of it. stuart: now this is serious stuff here. gun maker, smith & wesson, have joined sturm ruger saying it will not sell its semi automatic pistols in california anymore. why? because of a new california rule that took effect last year. each firearm must have a firing pin that leaves an identifying mark, that links the gun with the bullet. you got that? it's very expensive for the gun makers. what do you think of this? >> so smith & wesson saying it's not possible for us to do this anymore and gone as far as to say this is ridiculous regulation and law because it's unreliable and does not improve the safety performance of the gun. in fact, it could impair it. they're saying they're not going to do this to our guns and this is another un

the companies that aren't here, google, facebook, amazon, ebay, twitter, instagram, you name it, all able to be born and flourish because of this transformation. i would say that any consideration of the act should start with not only cataloging its ills, but cataloging its successes. much as reed was alluding to. i think it's really important to note that over this period we have seen the most stunning amount of investment in infrastructure and architecture that we've ever seen. we have reached 90% of americans faster than any other technology in world history. innovation and growth have continued at exponential rates with broadband increasing over 19 times just in the last decade. doubling basically increasing about 50% annually. that's a stunning achievement in something we should make sure we keep going. i, so i think, you know, being guided by the old maxim of do no harm as an important cautionary tale, as i thought about how you might think about architecting a new regime, i'm guided by the idea of the internet itself, which is the fundamental principle of simplicity as a desig

you have a lot of names hitting highs like amazon, bowling, facebook, citigroup, las vegas to name a few, lot of airline doing well. big picture jobless claims, adp numbers a prelude into tomorrow, see what happens tomorrow, the monthly jobs report. cheryl: you heard her say it, fewer than expected people filing for unemployment benefits last week but we're seeing them late off. this is key in the month of december, less level in 13 years, let's bring in joni ruby, nice to see you. the wedding pictures were beautiful. what is tomorrow going to look like? what is monster worldwide saying? there are some questions about this report. >> indefinitely are. it will be a positive report tomorrow. expectations are it will be 200,000 jobs, may be some upside in that number as well. cheryl: the estimates -- we will get on this, 196,000 non-farm payroll. the unemployment rate is 7%. do you agree with the national average? >> unemployment rate will probably remain about the same. it could take slightly down. i wouldn't be surprised if we saw it kick slightly down but not a big change in that num

amazon. remember, the report from facebook helped turn this whole market around.there going to be more good news this evening? seema, next up on kudlow. this was the hardest decision i've ever had to make. jim, i adore the pool at your hotel. anna, your hotels have wondrous waffle bars. ryan, your hotel's robes are fabulous. i have 12 of them! 12? shhhh, i'm worth it... what i'm trying to say is, it's so hard to pick just one of you, so i'm choosing all of you with hotels.com. a loyalty program that requires no loyalty. earn free nights worldwide with hotels.com life's an adventure and it always has been. but your erectile dysfunction - it could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go frequently or urgently. tell your doctor about all your medical conditions and medications, and ask if your heart is healthy enough for sexual activity. do

lori: amazon and facebook, quick to point out the risks with high valuation of those tax darlings. >> there is a risk sector but there is an edf we have phoned for some time. and it is a wonderful performing edf, you captured the basket. that is our approach to this, it continues to do well. i earn accounts and continue to hold it. ashley: appreciate your timing and insights, great to see you, sir. ashley: down in florida with his jacket off complaining about the temperature in the high 50s. lori: the first major snowstorm, the northeast, 2 feet of snow. ashley: the same frigid temperatures helping drive nfl fans in lawyers. green bay and indianapolis have sold enough tickets but it is up to cincinnati to avoid an embarrassing tv blackout. lori: still protecting your privacy. the new apps, disposable phone numbers to your normal phone. welcome back. how is everything? there's nothing like being your own boss! and my customers are really liking your flat rate shipping. fedex one rate. really makes my life easier. maybe a promotion is in order. good news. i got a new title. and a raise?

a companyther have like ali baba or amazon or google and facebook. personally. this is my view.ple have other views. some people are buying it and some beidler selling it. of stocks.d a number when you look at the market overall, do you have concerns? >> i think we are in a gigantic financial asset bubble. it is interesting that in spite of all the money, the bond yields do not go down. they bottomed out on july 25, penny. 1.43% on the we went to over 3.0%. we are up substantially now. not have an impact on stock yet. they put money into the stock market. to 3.5years, it will go %. tothe mortgage rates go 6.0%, that will hit the economy very hard. >> that is when the bubble burst? plaxico burress before. it could burst any day. we are very foolish. is people are not fully because they think the economy will accelerate. is that the global economy is slowing down. is aboutl economy emerging economies this day and there is no growth at the moment. there's no growth in the local economy. i feel that the valuations are high, the corporate profits have been boosted because of -- >> i

look at the job growth at amazon, i just read a report about the employment levels of amazon versus google and facebook in terms of the digital economy companies. huge numberreated a of jobs but they tend to be in distribution centers and other places not what you would normally see directly in a macy's or another retailer in h additional contexts. there are other jobs being created. now, if you are janet yellen, the question is how do we increase innovation? from smallerome and medium-sized companies in defense of creating new jobs to replace more efficient internet of downsizing that might be happening. there is a lot of manufacturing jobs being created now. we are talking about new ways to do old things and do more. class we have got that. no one else has as much gas as we do. so we can manufacture cheaply. that is the american renaissance. >> the recent reports on exports, -- >> the all-time high yesterday was 194 billion, the exports number for december. a new high. >> good news for the united states, because we are making more money from overseas. what cost tois, at jobs? >> we need to turn our a

these diversified, old tech names like ibm or intel, or do you invest in high-growth names like amazon and facebook look at microsoft. if you had just cast them aside as an old-line tech, well, the earnings today indicate they're trying to keep up with what's happening in the cloud, on the enterprise side of things. >> absolutely. >> thanks, guys. great to see all of you. great discussion. we'll see what happens tomorrow and if microsoft can help lift spirits into tomorrow's session. top hedge fund manager weighing in next. david gerstenhaber speaks with me as he's seen 12% returns since 2000. he has picks that will be winners this year. keep it here for those names. opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. aflac! got 'em. ♪ yeah, he's clean, boss. now listen to me, duck. i have an associate that met with, uh, an unfortunate accident. while he's been incapacitated, somebody's been paying him c

facebook has already happened. this is like amazon., we're doing so well we could offer dividend, i bet the stock would be cut in half. >>> the opportunity for the sirius show to participate in not only the serious growth opportunities but serious investment opportunities but any other opportunities that liberty has some of which might be attractive we think is appealing -- should be appealing to sirius shareholders as well. >> you've got facebook relatively well-known. twitter i still don't think is well understood either by the advertisers or by users or the investment community yet. so those are the two obvious plays. we like them both. we have a preference however for facebook. >>> good monday morning. the dow is currently down about some 27 points. haven't had two consecutive days down on the dow since the middle of december. so we're watching that relatively closely. also want to check-in on two big movers this morning. take a look at twitter moving to the downside after morgan stanley downgrade to underweight. may lose online ad

behind our digital lives, from netflix movie recommendations to amazon shopping suggestions to gmail's spam filters. >> everything you do on facebookogle or on the others, essentially there is an ai system behind it. this man has been studying artificial intelligence for more than three decades. now he is taking on a new post. he will be based upon first head of artificial intelligence. the company is bent on the future. what they plan to do with all of the data they have been collected from us. >> facebook has worked on their infrastructure, but now that they are established, they want to move forward. >> there has been a talent grab among technology outfits stop >> it is an important role in the way that we interact with computers. there is a bit of a breeze right now between the companies. >> recommendation engines are nice, but that is left to ai researchers. we want to use ai to improve a computer's ability to the end here. >> we put on a webcam, and it tells us what category of object it is seeing. >> loafer? >> it is a chelsea boot, but i will go with loafer. how will this work in the future? >> you can see a picture, and it

facebook shares and s&p was up 20 points. >> good earnings across the board but a different story for amazon after the closing bell shares of the world's biggest online shopping site plunging initially after a big profit miss. in the fourth quarter which included the holiday shopping period, the company pulled down 51 cents a share, far short of 66 cents. revenue disappointed too, just missing forecasts as you see there. add to that a weaker outlook for the current quarter and shares came under pressure right after the report. sheila joins us now from the nasdaq exchange with more on those amazon numbers. what do you see? what's the biggest takeaway. >> bottom line, if you are priced to perfection as they have been, you have to deliver results. if you don't, investors have no problem punishing you up. the results are raising questions about the retail sector in general. we heard bricks and mortars were losing shares to amazon. a lot of questions now of where those retail sales are going. are they going to other smaller e commerce players or is the consumer not spending as much as we thought they did. >> sheila, thank you ve