i want to ask jeff greenfield and mike this question.itics has ever been. u wonder, what if we had twitter in the early 1970s on the campaign trail or instagram or sn snapchat. it would have been pretty ugly back then too. >> we have more ways for people to exercise that grip of sexual compulsion. i guess i don't find this a new shocking phenomenon. the idea that powerful men feel entitled this is part of the perks of their job or driven by compulsion. you had to at least make a phone call in the 1970s. now you think you can do this and get away with it because you're in the privacy of your home. and you somehow have this delusion that other people aren't going to catch on or if you hit on every woman around you, that's not exactly a new story. >> i think technology has given a place to a lot of these problems that people have and give it is a new domain that allows it to even get worse. having said that, we're talking a lot here about men and there are women involved in these situations as well. women who are taking a part of it. and we

now greenfield says worry. the stock is down 6%? >> his report whereas a little eccentric, very interesting, the report he put out. i think what is weighing on pandora here is a buildup of the negative news that has come out over the last few weeks. they have been hit by google, hit by apple. in the face of that, the stocks just kept climbing and climbing up through $20 a share. >> stocks up 100% to date. >> it's the shareholder base. eighth skittish momentum retail-driven shareholder base, you hear some news the stock starts to trade down, then it gets piled on. momentum comes both ways. >> remember, '1 short interest. that's a big number right now. >> all right. coming up, playing the health care stocks on the being o. affordable care act delay. how are hedge funds playing the latest development? kate kelly has a preview and later coaches lag the market this year. but that all about to change? two of our traders are split. they're putting on their finest attire. they'll square off in a high class debate. we'll be right back. s gua

btid's rich greenfield.ne thing i want to point out, and i have gone through -- i will continue to go through the numbers and do have some experience reading these reports, is the fact that a lot of the questions that have been e-mailed in are on the same note. we're getting a lot of very similar questions, and it's -- i think we will be able to address all of the major topics. and there isn't a massive amount of variability between what people want to hear answered. so i think that we will be digging in and we will be -- it's just my job as a journalist to ask questions, so i hope to be able to do that coming up in a couple of hours. >> we're with you on that one. gentlemen, this stock is the best performing component of the s&p 500 so far this year. up 184%. i mean, by far it's the best performer. ed williams, should it be and how do you view the stock? go around the horn very quickly on whether you would buy the stock at these levels, or not? >> to me, it's a little too rich. it's a great company, but the

he's solar for his expertise in the energy and greenfield. he has served as an inspector for many large projects. we wish him every continued success and his well earned retirement. i believe we have a recognition for you today and would like to present this opportunity to you now. [ applause ] . >>> i just wanted to -- dave green. electrical inspector soon to be retired. i want to thank this commission for this honor. the day that i was an inspector has been a great day for me. it has been a tremendous career. i have been involved in almost every major civic and large project. it's been fantastic. the day before yesterday i was at the bottom of the entrance bay terminal looking at grounding, looking at all the diameter racing pipes. absolutely fantastic. i had the privilege of going into countless residences from beautiful mansions in pacific heights down to the bungalows and bay view. it's wonderful and i want to thank you again. thank you. [ applause ] >> okay. we can get back on track. commissioner bill legislative affairs. we have a coup

julia boorstin is set to co moderate that with rich greenfield.une into that an cnbc.com. this is the busiest week. let's drill down and take a look at what the options market is telling us about this week's potential earnings. winner loser and the biggest mover. these are things you want to write down. joining us is chief strategist at amayor trade. let's start off with the biggest winner. >> the crowd backs pete najarian. we're seeing from retail traders is a lot of the retail traders are out buying the 450 calls. what's interesting is a market maker move which prices on a one day move on apple showing $17. people are going beyond that which would be a $24 move. >> in terms of the biggest loser? >> facebook. this one is interesting. almost the exact opposite of apple in that apple has been up 8%. facebook has been down 8%. usually people are very bullish on facebook from a retail point of view. what we're seeing for the first time is people actually buying the july 24 weekly puts against a lot of long stock positions. this is a definite mind-set

>> they invited me an analyst, btig analyst rich greenfield. i've been covering netflix for a decade now. i've first interviewed reed hastings back when i was a reporter at "fortune" magazine, been covering the company for a long time and they asked me to do it because they wanted me to bring a different perspective. typically in analyst calls, they consist of analysts calling in and having a very simple staged q&a and limited to the wall street perspective, but we've been soliciting questions from any investors. received e-mails from questions with a very broad range of investors, people who are interested in investing in the stock, to those who may have 10 or 100 or 200 shares, to institutional investors, even hedge funds who in an analyst call traditionally would be afraid to call in with their questions because they wouldn't want to reveal their position or what their approach is to the stock so the idea here is to real make it an open call and have a pretty wide range of represent perspectives represented? they have put no restrictions on

actually hosting a google hangout, which the company has asked me to co-host along with analyst rich greenfielde'll be moderating questions that have been e-mailed and tweeted in to us. i'll be back at the top of the hour as soon as those netflix numbers are out. we'll be digging in. kelly and bill, back over to you. >> okay, julia, thanks very much. looking forward to that. and keeping an eye on markets here, because there are just about 10 minutes to go before the closing bell. and the dow has now turned negative. again, mcdonald's is a big weigher on the index. if you want to know what's happening with the broader s&p 500, we're up about .1%, so a couple of points there, bill. >> all right. we'd be . . . snoof this is the pursuit of perfection. >>> baby watch at buckingham palace has turned into baby celebration. people are flocking to the palace after they got the word. >> incredible. you know, because there's going to be a lot of people in london, you know, from spending time there, you know it's not always the thing that londoners love to talk about. i bet that crowd is packed with touris

. >> because greenfield asked a question about -- >> down about 7%.nd its lows yesterday. maybe a bit more. >> if international flips and turns positive or maybe they do some deal which breaks out international from domestic. reed hastings has a lot of cards up his sleeve and you keep trying to nail them down and he keeps coming back and saying, look. we'll make a lot of money. people say they have to pay more for content and they need us more than we need them. >> right. i was hoping we could take a look, jim, at gild which is up slightly today. but i want people to look at one year on glid and guess what the market value is? >> i don't know, $55 billion? >> $91 billion. >> no! >> no! >> that's unbelievable. well, that's -- >> by the way, larger than brist bristol myers, larger than a lot of pharma. >> if they have a cure for hepatitis c, it deserves to sell there. the stock has been a true winner. >> that was one of the deals that worked. >> hepatitis c has been -- remember bristol myers tried to tackle that disease and did not succe succeed. if gil

. >> when we come back, from pandora to netflix, not much that richard greenfield doesn't cover.a trends and names you should be considering for your portfolio, also the news that's out, last night about time warner and cvs. we'll be right back. . . >> it now sees a profit of 45 to 495 a share. the estimate, though, on the treat is 495 at that lower end. >>> another record high for the dow and s&p, stocks getting a boost as bernanke reaffirmed the fed's accommodative policy. on set is larry cantor, barclays head of research and managing director. do you see, it's good to see you, how would you describe the last three months in terms of the market action in responding to bernanke? >> i think we're finally getting normalization here. the story here, emp everybody is confused about what the fed is doing. the economy is weakened, if anything, why is the fed doing this? if you think about qe, it's supposed to work by raising asset prices. anybody would argue that they're done. i mean, stockmarkets more than doubled. we saw record lows in mortgage rates. even how prices are going up at

the vast majority of new fdi into america has come in the form of m&a transactions rather than greenfield investments that publish a brand new -- establish a brand new company. the united states received $2 trillion in new fdi of which over 88% was accounted for by foreign companies buying american companies. the second main point of my testimony is that u.s. affiliates of global companies, despite accounting for far less than 1% of u.s. businesses, have long performed large shares of activities that lead to millions of the kind of high-wage jobs that america needs in this slow recovery from the great recession. in 2010 the u.s. subsidiaries of global companies produced about 6% of all u.s. private sector output. they undertook 14% of private sector capital investment and u.s. private r&d. they accounted for almost 18% of u.s. exports of good, and they did all this while purchasing almost $2 trillion in -- [inaudible] from other u.s. companies. these contribute to high paying jobs in america. in 2011 these u.s. affiliates employed 5.6 million workers in the united states, 5% of total priv

taking an unusual approach to the earnings call hosting a google hangout with btig analyst rich greenfieldr an exclusive interview we'll bring first thing tomorrow morning. i will be back with the numbers after the closing bell and you can find much more on mediamoney.cnbc.com previewing the results. >> it will be amazing to watch looking at the chart, you look at some of the stair step functions it has had going up over the past few months and david carr's column in the times today, the last line is a classic, sometimes julia, it is hard to believe this was the company that used to send you dvds and those little red envelopes. >> quite a transformation and also remember it was almost exactly two years ago today that it had that quickster debacle and really had to rebuild the image in the public and subscribe minds. >> can't wait to watch. julia, thanks. dow is up about 12 points. we continue to watch. you mentioned the degree to which mcdonald's is taking a bite out of the dow. were it not for that, would be more positive. >> that's right. within or probably taking out the record highs. w

jeff greenfield up next, right there.you to run from that platform over to this stage at 25 miles per hour and we'll be right back with "morning joe." i'm the next american success story. working for a company where over seventy-five percent of store management started as hourly associates. there's opportunity here. i can use walmart's education benefits to get a degree, maybe work in it, or be an engineer, helping walmart conserve energy. even today, when our store does well, i earn quarterly bonuses. when people look at me, i hope they see someone working their way up. vo: opportunity, that's the real walmart. a regular guy with an irregular heartbeat. the usual, bob? not today. [ male announcer ] bob has afib: atrial fibrillation not caused by a heart valve problem, a condition that puts him at greater risk for a stroke. [ gps ] turn left. i don't think so. [ male announcer ] for years, bob took warfarin, and made a monthly trip to the clinic to get his blood tested. but not anymore. bob's doctor recommended a differen

>> no, the revenue up 60% on the advertising side, and greenfield ahead, and you want to see them hiring they can to take advantage of the opportunities. you don't have a lot of the large cap companies who can grow a meaningful part of the business 60%. this is a significant surprise to the upside and i would echo what yousef said, this is a well deserved uptick in the stock. >> yousef what happens when they cannot grapple with the video ads which is something that we were looking for last night, but we didn't get the announce from sheryl sandberg that people had hoped for. >> well, video is coming and we think late summer or early fall when it comes in. and when it does come n you will see the dramatic improvement to pricing, because the video ads are priced higher than a static ad. and you know, we think that they have the platform the reach to become a, you know, probably one of the largest if not the largest player in video maybe right next to youtube. >> it is interesting that both of you have a $40 price target on facebook and calling it substantially higher. ben, for many people,

the other piece, when you think about the five gigahertz there are very, very few greenfield environments where you can utilize spectrum and, make as much benefit in the five gigahertz that you have today. there is 555 sort of allocated megahertz of spectrum in the five gigahertz band but only 100 is utilized for unlicensed wi-fi. so that is less than 20%. and so what's great about the five gigahertz, it is available. wifi can work in a sharing environment. we understand there are incumbents. we have no desire to interfere with those incumbents. wi-fi about by its very nature is secondary service so it is built so it can share. you mentioned the vehicle to vehicle. i think what is really important, there is no question mr. webster is white. we can solve the sharing problem with that industry. the challenge is when you look at sort of that band, that the timing of how long it will take them to develop a vehicle to vehicle is measured really decades and not years. i think we need to solve some of these problems now. . . it areas are smaller side of the spectrum for smaller carriers. they ha