tesla, to me, a couple weeks ago, looks like fireeye did today. fireeye down 10% today. tesla did the same thing about 200. at 200, i bought more. averaged my position with the intent of on any bounce, i need to get out of this thing. i was fortunate to get out of it with a tiny, the slimmest of profits. but at least i live to trade another day. >> fireeye, you're still in it? >> i'm in it. and it's making my eyes fiery. but today, 55. very important level. if we break lower than that, i will have to cut the position and get out of the loss. but i bought a little more today. >> i'm sure a lot of people are saying, we've seen huge pullbacks. are there any values here? that brings us to our shocking trade number two. >> i love this. >> of the evening. and it's from karen. what did you do, karen? >> i bought some pandora. i don't know if it's value because with some of the metrics, it's hard to say on the valuation basis, it's great. i've been intrigued with their business for a long time. i love the product itself. and i've been wanting to own it. it was so far ahead of wh

>> no. >> have you been in on fireeye? >> not on fireeye. i still love those companies.re's a separation between the good and bad. are you shaking your head at me? >> he like grimaced like he smells something rotten going on. >> f 5 networks. i like this name. >> make the expression again. >> he goes like this. >> guys, i got to tell you -- >> that's what it sounded like. >> imperva went up 100%. this is not normal action. all this stuff that people had a field day with over three, six months was all bubble talk. you can hear it. listen. the air is coming out right now. i just don't think you need to bottom fish some of this stuff. >> it's a really good one. i am serious about this even though he was smug with me earlier. but there are names in the same industry where they sky to the up side and don't have the true earnings to support the levels and other names not overpriced in the same industry. >> of course. >> exuberance. can we use that phrase? >> you just did. >> good energy. good energy from dan. dan is grumpy today. guy, midland company had new high food group st

i know that's -- look, that's not fireeye. i am not telling you it's fireeye. then again when you're at home, you tend to use your apple not your fireeye. i think that this was -- i was looking for the samsung to blow them away. i didn't see anything in the reviews that made me feel like, jim, your apple get rid of it. it's like old fashioned. i didn't feel that way. >> mossburg did say very good fun but not one compelling to replace last year's galaxy or current iphone. >> that's where i am. look, i'm an upgrader. i always like to upgrade. >> you're an early adopter no doubt. >> i have a nice verizon store, i like to go, and a really good apple store. i love going into apple. they're always cordial and fun. i find it's -- i like to shop for phones to learn and this didn't sound like anything. i know i saw the big -- i love the big screen because i'm, you know, one of those what do you call it, challenged in terms of like my eyes. >> yes. >> i can't see jack, i'm legally blind so to speak. but i'm fine. i didn't think this was -- samsung is not going to have so

fireeye. >> fireeye. >> fireeye. >> not fire tv. fireeye. >> oh, man, fire tv. >> but you lock at the insider selling and wouldn't you rather be in the hewlett-packard and nice dividend and buyback and you look at the companies and the names of people selling, wow, why do i want to buy from them, they are smart people and they are unloading. >> you are talking about a stock up dramatically last year being hewlett-packard and it's up another 19.5% this year, it's only three months old. almost 20%. >> getting kicked out of the dow is a beautiful thing. >> alcoa, eight to 12, the greatest thing to happen. my problem with hewlett-packard it's been 33 and 0.45. you can sell 2 million at $3.44 right? you don't get the extra penny. the tax. the tax. we always have to remember the new tax that we didn't really -- we always thought about but it was a hidden tax. >> right. another comment by chanos today that the high frequency effects are not material. >> well, they're not material for most individuals but if you're selling and buying millio

they've got a much bigger security business than fireeye. >> right. >> fireeye -- >> fireeye not evenit. >> i see you fireeye and raise you splunk. ibm has this going for it. they are motivated because they screwed up. sometimes motivated people like muhtar kent, they can come back. >> shares have outperformed since december. >> it's been a great value play. they had 2% revenue decline. talk about a company you see revenue advance. >> all right. with that the opening bell. look at the s&p at the top of your screen, down at the big board, voxelijet. >> 3d printing stock at 70. >> vjet and then, of course, the opening bell at the nasdaq. >> vjet is a tale of a three-day printer company unlike dvd which has fallen on hard times, strats you', stock at 70, fell to 13, priced 3 million shares at 15 last week, it's at 14.42. cautionary tale as they are right here and i apologize for bringing up the empirical data. >> we're going to get earnings tonight. yahoo! gets an upgrade out of mcquarry today. >> i thought that was -- >> based on zero improvement in the core business they see valuation

fireeye reinforces this idea that there's no level where people won't sell these pricey newly public stocks. that's he nil anile yating the . it kicks in because of the did i have tends two days ago. they're saving the day. as good as the treasuries are versus portugal, some of these dividends are better after taxes. here's the bottom line, why doesn't this market get killed when it seems like it should? simple, too many bad things aren't happening and the bad things that do happen don't spoil over to poison what's good because what's good like facebook or apple tonight is real good. that creates a very benign environment. just when you expect the opposite. especially after a huge run. oh, and can i just say, how many of you expected this instead of a 7 for 1 split. carolyn in missouri. >> caller: thanks for taking my call. >> good to see you. >> caller: thank you. i'm calling about my emotio emm electric stock. what do you think. >> we love that order number that came out. 10% order number in the future. that bodes well for earnings. will please come on. things are finally working.

and we don't want the fireeyes just so you know. i pick fireeye because it's been cut in half.companies that have been cut in half here because i think they're precedent for this particular segment of software as a disservice. >> as a disservice. >> that's a security company. >> yes. >> but this is called sad, sa s-a-a-d it was sass. software is a disservice. >> we're going to take that public. >> visa making it tough for the dow. bob pisani is on the floor. >> we're having an interesting phenomenon. a lot of companies coming in equalling analyst expectations or many cases beating expectations. they might trade up briefly and then fade away. amazon this morning, down about 5% in the preopen. i mean they were basically in line but i think a lot of disappointment about the fact that they're still not able to really get the -- their earnings up that much and there you see it down 8% right now. that's the big loser. we've seen a pattern this week. companies will come out and beat and they'll trade briefly up and then they'll just fade quickly. let me put up a few that had this happ

>> no, it's connected to investors frantically trying to hedge themselves as they watch their fireeyeetting cut in half. >> we're getting the first quarter performance from hedge funds and you are talking about double-digit declines because exactly what we were talking about in the first quarter, particularly the last few weeks of the quarter. >> they are splunking. >> they are splunking? >> have you seen splunking? >> i haven't. >> you need a magnifying glass. some of the stocks are in free fall. >> give us splunk. >> they've given up the whole gain for the year. software as a service has become a series of curse words. it should be added to the late george carlin's list, software as a service goes with the seven other words you're not allowed to say on the air. >> software as a service. >> i told you not to say that. >> it was buried and i wanted to repeat it. >> it is it a precursor to the overall market rolling over? >> in 2000 the money flew out of the nasdaq and went to the s&p. i think the s&p at 17 times exis okay. you mentioned the bond yields, they are showing they're not go

. >> fireeye. >> why sell at a high price if you can sell at a low price. >> if your basis is down 52%e high. >> still raising money down here. >> fireeye a good company, now they did -- they announced when the stock in the 90s 14 million secondary it was then prized in march, second week of march, priced at -- at $82. feye. feye is now at 48. this is just less than a month -- a month ago and this secondary you have to believe if you're opening one of these stocks or if you're an insider, you're going into your board room saying we are not fireeye. we are going to get the deal done now and we are not going to be down so quickly. i mean i'm just saying that there's no price these guys want to sell. >> there may not be a fundamental underpinning to this weakness. >> like the actual how the businesses are doing. >> yes. not just the businesses but the broader economy. there is -- >> quite good. >> concern about china and we shouldn't understate that. that has been an important drive he of economic growth worldwide. export numbers were far worse than had been anticipated. >> they were part

fireeye, workday, channel advisory, software as a service. again, not so good, right?d a very successful ipo followed by big runs and being put through the meat grinder. what can we learn clinically from the parallels to the 2000 tech crash? take a gander at the weekly chart. cienna a fiberoptics network company hot in 2000, starting to talk about ramping up cell phone and digital first for mobile. look at this, this is versus yelp, okay. and you know i think yelp is a big company. we're talking about whether it's a good stock. collins points out that in early 2001 when ciena had more room to fall, the stock price fell below its blue 40-week moving average. shortly thereafter, ciena experiences a bearish crossover where its longer term 40-week moving average crossed above the shorter term 20 week. see that? got that? and that is something chartists view as being extremely negative. collins notes that yelp has fallen below two of these moving averages, yet to be hit with the bearish crossover. so there is, you know, it could go either way. but remember, if it goes that

with a wave of secondary and insider selling like we've already seen with so many other deals like a fireeye, viva. what troubles me is not the first quarter, it's the future. right now there are 122 companies in the ipo pipeline, which together could represent $32.3 billion in proceeds. out of them 88 are considered active, meaning they're probably going to be on. last quarter alone we sold 103 initial public offerings with the s.e.c., the largest influx since the peak upfiled with the s.e.c. the largest since the peak of the market in 2007. these are all sobering. even worse the ipo pipeline looks a lot like what we saw in the first quarter, 25% are health care, mostly biotech, 20% are tech. this market will wilt under that ipo epidemic. so we need to cure the disease. what would a cure look like? if we get less enthusiasm for ipos like we saw last week i think that would be a good thing. we are not going up with these all priced, we are going down. bottom line we're beginning to see the possibility of a decline in the number of new deals. more on that later. but from the report card these

according to security firm fireeye, internet explorer makes up 26% of the browser market globally.ting issue and they pull out a patch to fix it soon of the company usually releases security patches the first tuesday of the month that could be a soon as next tuesday, may 6th. but for those who are running windows xp, they're out of luck. microsoft stopped serving the 13-year-old operating system earlier this month. according to reuters, between 15 and 25% of pcs around the world overall, still run windows xp. liz and dave, the stock did not take a hit. it was up 2.4% today. david: healthy gain. thank you, jo. appreciate it. >> thank you. >> bike races may never be the same again. engineers are developing what is being called the first fastest bicycle. david: how fast? liz: you don't believe it, david, how fast it can go and what it looks like. latte or au lait? cozy or cool? "meow" or "woof"? exactly the way you want it ... until boom, it's bedtime! your mattress is a battleground of thwarted desire. enter the all-new sleep number classic series. designed to let couples sleep toget

they're the polar opposite of splunk and fireeye.d companies that tend to have good dividends, good buybacks, and solid shareholder bases, with very little insider selling, very little huge insider stock to begin with. the industrials are so easy to own. but by comparison, splunk and fire eye and their ilk seem downright impossible to own. and alas, that's exactly the comparison so many investors are making. stick with cramer. making moves that would put an adult in the emergency room. yet all they really want to do is grow up. it's funny, everyone i know wishes they could go back and feel younger. sound familiar? then test drive one of these. current non-gm owners and lessees use your $1,500 allowance to lease the 2014 cadillac ats for around $359 a month with nothing due at signing. because you can't beat zero heartburn. woo hoo! [ male announcer ] prilosec otc is the number one doctor recommended frequent heartburn medicine for 8 straight years. one pill each morning. 24 hours. zero heartburn. >>> labor report tomorrow. people exp

fireeye also down about 7% today but for the year, up 154%. maybe some profit taking. this. mark newton at gray wolf just tweeted out that this is an important support level for the russell 2,000. we will keep an eye on that. back to you. >> absolutely. especially right at close. thank you. time for the power rundown. joining us from washington, mark morial, ceo of the national urban league and former mayor of new orleans. in naples, florida, joe watkins, former white house aide. let's begin with the jobs report, gentlemen. the nation's employers adding a smaller than expected 192,000 jobs in march. the unemployment rate sticking at 6.7%. manufacturing, the only sector to lose jobs. in today's yahoo! finance question of the day, we asked if you think the economy can grow without manufacturing. 10% say yes, it's a new world. 75% say no, we need to save those jobs. 14% say maybe in the long run, but we need them for short term growth. so mayor, i will start with you. what are your thoughts on the report today? we did get some upward revisions but a lot of people thought

so if you talk about big swings, fireeye and cybersecurity, definitely one of the poster children. back over to you. >> i'll follow up on that and say that of the 12 or so cloud computing fames on my screen right now, none are up this month. the one down the least is real page, down 3.5%. cornerstone, demandware and service now all down more than 15% in april. >>> coming up next, one man who called today's pullback. he said yesterday's rally didn't make sense, and it looks like he's right. larry kudlow joins us next. >>> we just referenced it, there's your vix. up right now 10%. so the fear, a little bit higher. we've got more on your market selloff after the break. mine was earned in korea in 1953. afghanistan, in 2009. orbiting the moon in 1971. [ male announcer ] once it's earned, usaa auto insurance is often handed down from generation to generation. because it offers a superior level of protection. and because usaa's commitment to serve current and former military members and their families is without equal. begin your legacy. get an auto insurance quote. usaa. we know what it

we like fireeye.able with the multiples being paid when it comes to technology m&a right now? becauseficult question we are being asked to make an assessment, this might be worth many years in the future. the cycle is so compressed now compared to what a used to be historically. a company like facebook, and 10 years, has driven a quite big revenue stream and a big evaluation. years attract a valuation of $19 billion. it is hard to be certain. we do have to accept that companies can create enormous value very quickly in this iteration of the technology cycle. >> we are very excited because we are about to start some virtual reality testing. we will be trying on oculus. as virtual reality going to be the next big thing customer it is used in gaming. how can you translate that into retail? it will be the goal to see that move anytime soon. i know you talked earlier about beingsco test case of able to put on a virtual reality set of glasses and see the aisles. you still cannot touch them and do a great de

the fireeye people have been punished. have fire in their eyes. >> utx, 132 beats 1.27, close to an all-time high. >> can we just say -- i'm going to put it to people now. those who have been saying there's no revenue growth go look at the united technologies, the number, how strong pratt and whitney, these are revenue stories. lockheed martin not a revenue story, defense. those who say there's no revenue growth. i'm calling them out here. empirically they've been wrong. only through about -- we have -- very small part of the earnings season so far but the reeve new beats are extraordinary. the united technologies doing incredibly well. they bought a company but they are on fire. i like them. >> a good one to mention. you mention lmt, 287 beats 253. they see pentagon spending declining 6% this year. they bought back so many shares not the point. >> they keep buying back stock. it's a cash machine. some of our allies are feeling you know what we got to start defending ourselves. i think one of the subtle issues behind the d

chief officer from fireeye. >>> at&t service which could be available by late 2015 aims to bring a smoother faster connection on board flights via the company's 4g lte wireless network. gogo has contracts with most airlines and has equipment installed on planes. shares dropped nearly 19% after hours, though. >>> netflix struck a deal with verizon to get faster delivery of its tv shows and movies, the second such deal the firm reached to pay fees for quicker access to broadband networks that it argues should be free. terms haven't been disclosed. in february, netflix signed a deal with comcast, the parent of cnbc. reed hastings says he reluctantly agreed to pay fees so customers would get a better service. netflix today in frankfurt up nearly 4%. >>> still to come, the future of one major u.s. sports franchise could be up in the air today after a tape of l.a. clippers owner donald sterling allegedly making racist comments emerged this weekend. are sponsors going to support or abandon the team? we'll have the latest, next. >>> you're watching "worldwide exchange." >>> bp's business remains st

fireeye. i don't want to mention how high. i have been trying to book the chief officer there.e guy in charge there, right? >> it has to be. it is the strongest division i have seen. that is who i want to talk to. that stock is still winning. cancel it. pull it back. cancel it. walk away if you believe walk away. can we get back to m and a for a second? >> it does drive you batty. you have fire coming out of your eyes. >> look at this. you are going to fry somebody with your eye beams. >> it was monumental. it takes up your whole pc. you need a boost when people are selling there. >> they are done and that is worth pointing out. we vpt mentioned it this morning. the letter written by the chairman. saying we tried and tried to be engaged with you. our efforts have been rejected out of hand repeatedly. we read in the report of the trancecks of our company is extremely bur rat tick and nothing could be further from the truth. we believe would be necessary from the enterprise. you can see it is a significant impact. there had been the thought that they would be able to reach consma

these are still not that cohort of fireeyes someone saying buy them. picking on them because i'm a means, because i've been using the stock that is over valued but a lot of people feel has good security. watch american and watch alcoah. i want to wait until wednesday. it is not going to be so good that you are going to want to buy it. >> jim is going to want to get to the b stocks after the bell. >> and then we'll do some d's. we have the opening bell four minute as way. stay with us. salesperson #1: the real deal is the passat tdi clean diesel gets up to 795 highway miles per tank. salesperson #2: actually, we're throwing in a $1,000 fuel reward card. we've never done that. that's why there's never been a better time to buy a passat tdi clean diesel. husband: so it's like two deals in one? salesperson #2: exactly. avo: during the first ever volkswagen tdi clean diesel event, get a great deal on a passat tdi, that gets up to 795 highway miles per tank. and get a $1,000 fuel reward card. it's like two deals in one. hurry in and get a $1,000 fuel reward

deals, energizer, there are so many ways to make money here that those who are simply thinking when fireeye to do great, i want you to refocus yourself. if you're really in software as a disservice to your portfolio stocks, called s.a.d. no longer called s.a.s., rethink go into oldline technology or company like energizer we have minus 6% organic growth, we're going to split the company in two, we're going to make shic corporation which does well, energizer bunny to do quite well and the next thing you know like merck splitting up and selling consumer products business, they're going to get a fortune on their consumer products business two years use -- >> you know what they're doing. they're shrinking to grow. >> shrinking to grow. energizer we'll keep an eye. >> they're shrinking to grow. audience loves that. >> as they should. >> and we haven't talked ge at all. >> what the heck is that about? >> we haven't talked ge. $13.5 billion. siemens may be in there at some point trying to do its due diligence. we're not sure where france's government comes down. they did the deal. they've at least