ibm and apple are teaming up. landon dowdy live at cnbc headquarters with a look at what's bringing the two companies together. good morning, landon. >> hey, laura. good morning. ibm is talking a partnership with apple and johnson & johnson. ibm pushed into digital to help people who monitor things such as heart rate and cholesterol to upload the info to the cloud. they will also personalize health apps for patients who use j and j medical devices. >>> checking the markets. pointing to a lower open today after stocks faded on monday. snapping a three-day winning streak streak. closing at the lows of the session as investors begin to fret about earning season. retail sales and inflation and results from jpmorgan chase, wells fargo, and johnson & johns johnson. the nasdaq slipping 7 to 49.88. and a ben and jerry's is celebrating free cone day at scoop shops worldwide. you can get a free cone or cup until noon from 8:00 a.m. it's a company's way of thanking customers going back to 1979. each shop will make donations t

neil: ibm and apple shareholder in i have been but this is like three and a half shares. [laughter] you heard from the is young guys but now we will hear from the old almost walked up to oxygen it is time for those boomers. neil: are the older guys ruining it? parents are right writing resonates for their kids in finding job openings and going to your job openings with their kids is that a trend? >> no. helicopter parenting with play data arrangements in writing letters to the college the commission is but one that of 10 helping them with their own network to find a job and also researching jobs for their child and accompanying them to a the interview and even sitting in on the interview. while. neil: what we you going to say? >> self-reliance when you enter the job market you are to be a self-reliant person cannot take your parents and to walk given. neil: what if you or a loser ? >> then find a manual job. >> seriously. >> they are not losers most millenials don't do that. they have the fine arts degree they want to do the p.r.. but most are losers that is why the paren

neil: ibm and apple shareholder in i have been but this is like three and a half shares. [laughter] you heard from the is young guys but now we will hear from the old almost walked up to oxygen it is time for those boomers. i am totally blind. and sometimes i struggle to sleep at night, and stay awake during the day. this is called non-24. learn more by calling 844-824-2424. or visit your24info.com. i take prilosec otc each morning for my frequent heartburn. because it gives me... zero heartburn! prilosec otc. the number 1 doctor-recommended frequent heartburn medicine for 9 straight years. one pill each morning. 24 hours. zero heartburn. neil: are the older guys ruining it? parents are right writing resonates for their kids in finding job openings and going to your job openings with their kids is that a trend? >> no. helicopter parenting with play data arrangements in writing letters to the college the commission is but one that of 10 helping them with their own network to find a job and also researching jobs for their child and accompanying them to a the interview and e

neil: ibm and apple shareholder in i have been but this is like three and a half shares. [laughter] you heard from the is young guys but now we will hear from the old almost walked up to oxygen it is time for those boomers. if you're taking multiple medications does your mouth often feel dry? a dry mouth can be a side effect of many medications. but it can also lead to tooth decay and bad breath. that's why there's biotene available as an oral rinse toothpaste, spray or gel. biotene can provide soothing relief and it helps keep your mouth healthy too. remember, while your medication is doing you good a dry mouth isn't biotene, for people who suffer from a dry mouth. ♪ ♪ ♪ (under loud music) this is the place. ♪ ♪ ♪ their beard salve is made from ♪ ♪ ♪ sustainable tea tree oil and kale... you, my friend, recognize when a trend has reached critical mass. yes, when others focus on one thing you see what's coming next. you see opportunity. that's what a type e* does. and so it begins. with e*trade's investing insights center, you can spot trends before they become trendy. e*t

and pay. one day pay, only from aflac. [duck snoring] >>> apple and ibmrtnership in japan this morning and whether sales force could be involved in any future relationships, too. >> morning, carl. tim cook apple ceo was here this morning. kicked off. i asked him a question about apple's ipad performance in january, though revenue was down 15% in january year over year latest quarter. the ipad had a record march quarter. here is what he had to say. >> the iphone and the ipad, both are doing extremely well in japan. the iphone is the top smart phone in japan. the ipad is the top tablet in japan. we've seen a significant uptake in japan on both on the smart phone or people switching from another operating system. >> this partnership is interesting because japan is a very big market for apple. 33 million senior citizens in japan, now 1/4 of the population. it's the most aged developed population in the world. that is what apple and ibm are coming together trying to address with japan post group which many of our viewers might not have heard of. it's the large

apple watch. ibm is partnered with apple and johnson & johnson to make data accessible for doctors and insurance companies. people who use the apple watch and the health kit app to monitor things like your health rate and cholesterol can upload all that info on to the cloud. those who opt in can also share the data with medical researchers. the apple watch will officially be available on april 24th. >>> ibm claimed artificial intelligence project watson is now getting into the kitchen. watson is team up with bon appetit magazine and is creating some pretty interesting meals. among the rest pies, belgian bacon pudding and australian chocolate burrito. the book titled "cognitive cooking with chef watson" goes on sale today. it will cost about $22 on amazon. >>> watson might want to whip up something warm this morning as you're getting out your door. finding some chillier conditions. maybe some belgian waffles. that sounds good. >> doesn't it? >> it does. >> we're joined by meteorologist rob mayeda with a live look at the transamerica building this morning. >> windy. belgian waffles are warm. >> we must be h

apple watch. ibm has part nerd with apple and johnson and johnson to make data accessible for doctors and insurance companies. people who use the apple watch and the health kit app to monitor things like heart rate and cholesterol can upload the information to the cloud. those who opt in can share data with medical researchers. the apple watch will officially be available april 24th. >>> ibm say artificial intelligence project watson is getting into the kitchen. it's teaming up with new york's institute of culinary education to create its own book. among the recipes, belgian bacon pudding and an austrian chocolate burrito. what a combo. it's titled "accounting quick cooking with chef watson." it will cost $22. >>> boij celebrating free cone day at all its scoop shops worldwide. >> get your hands on a free cone or cup. there is actually no limit. it's the company's way of saying thanks to its customers back back to 1979. each ben & jerry's shop will make donations to a local charity. >>> two cute reasons to go to a local theme park. we'll show them to you next. >>> maybe you could go amusement parks

. >>> ibm struck a partnership with apple and johnson & johnson to hut health a data from the apple watch into the hands of doctors and insurance companies. ibm's push into digital health will let people who monitor heart rate and cholesterol to upload that info to the clo ud. big blue will also create personalized health apps for patients who use j and j medical devices. >>> ibm's famed artificial intelligence project watson actually getting into the kitchen. watson teamed up with bon appetit magazine in new york's institute of culinary education to create its own cookbook. belgian bacon pudding and austrian chocolate burrito reportedly well received at south by southwest last year. the book titled "cognitive cooking with chef watson" goes on sale today. it will cost about $22 on ama n amazon. >> does chef watson do ice cream? >> you can do ice cream today. did you hear this? >> you can get a free cone or cup from noon to 8:00, ice cream included. there is no limit on this. it's the company's way of thanking company customers going back to 1979. each shop will make donations to a local c

and i think that's going to really make a big difference. >> microsoft was built on the obama platfo ibm platform and then an apple had this great platform andall of these apps came after that. there will probably be app platforms that other people start building other things on. it's part of the natural progression of entrepreneurial life. >> the circle of life. >> i don't think anyone is arguing that twitter will go away or platform will go away or it's not a powerful platform to say the least. but two weeks ago we were having a debate of whether it should be a stand-alone company. whether another company could come in and acquire it. one of the other arguments was it was pretty rich, but it got about $6 billion cheaper in the last couple of days. do you think twitter stays a stand-alone company, or do you think it gets bought? >> i think there are a lot of companies that would love to have twitter in their portfolio. apple, facebook, google. they would all love it. i don't know if the team wants to sell it. combined with somebody else, maybe enough a little spark of ideas would come and improve the situation there. >> that really is due t

inside of the dow, the three worst performers are ibm, visa and apple.been a huge month for crude oil, up 25% in april. let's go to jackie deangeles at the nimex. >> we did close here under $60 a barrel but it looked like gruz was trying to make a run for it in the final two minutes, last day of the month. traders say that's typical action to see. still up about a dollar on the day. a monster month, up over 20%. a lot of traders think this is finally it we're going to stabilize once we break through 60, it's going to be a slow and steady grind higher to 70 or 75 by the end of the year. back to you. >> thank you very much. >>> meantime after years of talk and posturing, we are finally going to get to see manny pacquiao fight floyd mayweather. jane wells live in las vegas with one of the men who helped make it happen. >> they're talking revenues could touch potentially a half a billion dollars. bob has seen it all but maybe he hasn't seen this. bob joins us now. certainly we've never seen money like this but have you ever seen this much weirdness? there's

ibm has struck a apple and johnson to put health data in the hands of doctors and health care companiesto up load the info to the cloud. personalized health apps will be created for patients who use j scpxt j medical devices. coke will feature people's first names throughout the summer. soda sales are declining during last year's promotion, coke saw the biggest year-to-year growth of the 20-ounce package. do you ever find your name? >> never! never, ever. >> me neither. we should get the producers to make them with our names on. >> they don't have angie either? >> do they have angela. >> no but they have like star. >> i think landon is a great name by the way. >> i think yours is nice as well. >>> we've got this new report out today that says the government should be a lot more efficient to save taxpayers billions of dollars. it says there are 12 areas where federal programs could be consolidated or simplified. those areas include programs that make sure products are safe for your family to use and ones that get you to the doctors office. >>> are you ready for more than 1.6 million new

and four a quarter and america's biggest names are teaming up to analyze health data. ibm, health tron appleonalized care solutions. in the u.s. shale oil boom was not turning into a bust. for the first time since it started issuing monthly reports of drilling in 2013, the government is forecasting a drop in shale oil output. plunging oil prices have forced half of the country was the oil rigs to shut down. the u.s. is now facing its biggest oil glut since 1930. tom: very good. gopro video on skydivers -- how about nasa? this is video on the iss, the exterior army international space station. kelly virt strapped on the gopro. this is a long way from the early gemini expeditions. a bigger euro today, nymex crude churns at $52 and brent elevated higher this morning, futures right now more than flat. olivia: good morning. this is "bloomberg surveillance." i've olivia sterns here with tom keene. there is senator corker senator rubio, is your president obama's favorite senators as the legislative branch agrees to agree on an iran deal. we are focused on the knowledge of our peter cook. great to h

the fact that it has hit that level probably is an apple story and i think that's something to worry about in the future. does apple go the way of ibmoment, it continues to produce what people want and sell at high margins. some people still argue that it looks cheap. jonathan: here's a headline for you. hsbc to start a review of where it will be headquartered. going to look at the stock market reaction quickly. up by 2.73% on the day now. we've got one minute left in the show. what do you make of that? guy: michael spencer was talking to me a few days ago. he was saying, if the pressure on the financial sector continues if the pressure on my business continues, i have almost a fiduciary obligation to look at where i focus on my business. that made a lot of headlines. hsbc, post-the last budget, has a right to its shareholders to take a look at where it is basing itself. it doesn't do a lot of business here. should it be based in asia? jonathan: the review is going to start. they can't say what the conclusion will be but the work is underway. guy johnson will bring you more on this breaking news from hsbc. stocks trading higher. ger

and new groups blossomed? >> a bit like ibm versus apple or facebook. it's the upstart. the new religions.n: the baptists, methodists. >> pentecostals it keeps happening. these groups took over a lot of functions we thought of as government functions? >> yeah, whether it was schools or health care or help for the elderly or sick, a panoply of services that we tend to associate now with government. john: and while the good things were happening in america, in europe religion declined? >> yeah the monopoly religions were not adapting to society changes in technology. john: they didn't have to because the state supported them. >> exactly right. john: and the other was increasingly the growing welfare state crowded functions right out. in fact some of them sold off their hospitals, their schools, their old age homes, to the state thinking that they could focus on spiritual matters. john: and they'd save money. >> and save money, and the fact is when you separate the spiritual and the material missions of churches you eviscerate them, cut the heart out of them. john: and people stopped going to

. >> yes, earnings i would like to say are like the report card for the stocks and companies you own. tech firms, ibm, apples in their stocks. that boosted interest in other tech stocks. the banks have been reporting their earnings too. morgan stanley posted its highest profits since the 2008 crash. >> what else are you looking at for your program tonight, ali. >> last week was at the spring meeting for the imf, and the world bank and one of the topics that came up is america's global influence. we'll debate that and whether to do anything about it. >> can't wait. ali appreciate it as wuldz. thank you. >> see you, buddy. >>> there has been yet another attempted breach along the white house fence. a california man was released after being charged with unlawful entry. that's a misdemeanor. he was accused of jumping the fence with a suspicious package. >>> australia is trying to boost immunization immunizations. australia's government is also offering doctors incentives to inoculate children who are overdue for their shots. here the surgeon general is taking part in a new vaccinations campaign. that includes t

call it irrelevant, i think it's very important for apple to get the business side of the ipad working, and the big plan the big partnership with ibmterprise side and this is something we're talking about, larger ipad that's going to appeal to sberl prize users, now maybe later in the year. and also apple can't afford to be a one trick pony yet it's fantastic that the sales are exploding like this. it's a real bode of confidence for the quality of the iphone 6 and 6 plus but they obviously want to diversify, have people buy different things like the apple watch. >> right. and we're going to ask you about that. michael, what's your view on the shares here? >> we keep taking profit and we said how much do we take? half as much i think the numbers are going to be great. and the numbers just completely surprised on the upside. it's a hard stock not to be in particularly how much the index. what's interesting about apple. when people are concerned about buying this stock, i think you need to start looking at apple almost in some respect as a conglomerate company, we didn't hear that much about apple pay. what happens if it starts to exp

ibm's watson making a big jump into health care. counting on apple for help. we'll tell you what it means for the company. >>> andoo out, the headline of a new fast company interview with marissa meyer. the man who wrote it tells us what the future holds. ♪ if you're looking for a car that drives you... ...and takes the wheel right from your very hands... ...this isn't that car. the first and only car with direct adaptive steering. ♪ the 328 horsepower q50, from infiniti. >>> it would be an understatement to say start-up docker is just hot. the developer of software that makes it easier to run programs on multiple computers is now on fire. it can count itself as a member of the unicorn club. up from $400 million valuation just this past fall. the company announcing $95 million in new funding this morning. led by insight venture partners. join us from san francisco, the docker ceo. bon ben gallop. i hear it's so tough to attract new talent. how are you finding in this environment as you're raising money, what are you raising the money for? >> we're raising the money to be able to respond to the incredible growth a

and new groups blossomed. >> it's a bit like ibm versus apple or facebook.sts, methodists, pentecostal pentecostals. it keeps happening. >> these groups took over functions we thought of as government functions. >> whether it was school health care prison ministries. a whole panoply of services that we tend to associate now with government. >> and while these good things were happening in america, in europe religion declined. >> yeah. these monopoly religions were not adapting to changes in society and technology. >> they didn't have to, because the state supported them. >> that's right. and the other was that increasingly the growing welfare state crowded their functions right out. some of them sold off their hospitals, their schools their old age homes to the state thinking that they could focus on just the spiritual matters. >> and they would save money. >> and when you separate the spiritual missions of church, you cut the heart out of them. >> thank you very much, larry. we all enter this world with a shout and we see no reason to stop. so cvs health is

and that was enough to send the stock up almost 4%. so apple and twitter overdone but must get severely overdone. burnt to a crisp while merck and ibm get rerated. they're going to choice from chuck. neither is prime. that would be too quantum a leap. let me give you the bottom line for today. this is like short order cooks, don't make for the finest of feasts or most accurate ones. you have to live and die by them only if you trade. tomorrow is a brand new day and judgments are made today to be reversed on a later date. let's take some calls. texas. >> caller: yes, dr. cramer. big booyah to you. congratulations, man. >> thank you, man. i love being a doctor. always wanted to be one. don't even have to go to med school. what's going on. >> caller: nothing much. i would like to say one thing i really appreciate what you do for us. we need your advice. i watch you in the morning 8:00 to 9:00 and 5:00 to 6:00 every day monday through friday. >> thank you. thank you. >> caller: i have a question about gw pharmaceuticals. >> i like it. a lot of that is because my doctor is the cbs doctor that told me the way to go. but it's run too far t

under weight and again traditionally and historically they've been right in the way that they've picked a lot of stocks. exxon, apple, at&t, p&g, coca-cola, j & j, ibmrizon. >> one of the names that stands out on the list is you look at procter & gamble, we know it's a safety stock and all the rest of that, right? trades at 20 to 25 times earnings, whether you want to look at the present or going forward. with absolutely no growth. then you look at some of the other names that are on the list as well. you look at underarmor, just yesterday we were talking about hey this is a stock at some point you mentioned zillo. a stumble. if under armor stumbles, if you're trading at 58 times forward earnings, i love the company. i own options in the company. but i think there are times when you do something we always call stock replacement. get out of the stock, but i still want to be in there because i think under armor goes higher, i'm going to be in the options. but i think that's part of the metric, too. is joe mentioned the timing it can go on for six months, nine months this is not like they're saying hey you sell these stocks today because they're going

and that they have to change that. we have this view that sort of everything is sort of zero sum. ibm does not have to lose for appleo win. or for salesforce to win. emily: what about a company like microsoft? a company that you grew up with. aaron: i think there are specific product areas that could potentially lose or be harmed by some of this transition, but then there is an entire company at the macro level that does not necessarily have to lose. emily: so companies like microsoft, google, amazon are dropping the price of cloud storage. how much of a threat is that to box? aaron: we love that. the same unit of storage is now a 40th the price as it was 10 years ago. on the supply side of our business. so the cheaper that storage gets, the more data that we can store for a customer, and the more we can deliver unique experiences around their content. emily: you recently took on $150 million in funding from tpg and coatue. the company is now valued at $2.4 billion. why did you take that money? aaron: as you may have seen, we have filed to go public in march of this year. and then basically about a week after we fil

ibm has established an open platform for doctors researchers, insurers and other companies focused on health. group also announced a partnership with applen & johnson and medtronic and the acquisition of big data analytics companies. joining me to discuss all the news's senior vice president mike rhotin. thanks for joining us. watson can do so much more than when jeopardy these days. what specifically has watson helped do that united health are mayo clinic cannot do? mike: we spent the last are working on the knowledge side of this and with watson understanding all the research material. now what we are doing is bringing together all the structured information, the data that comes from the devices that we carry around, the consumer and medical devices. the amount of information that humans are going to collect through our lifetime is reaching the point where it's equivalent to 1100 terabytes of data, or about 300 million books about each and every one of us. this is an enormous amount of information. we will deal not just with the knowledge of medicine and research, we will deal with the big data around all of our individual health. and

and then on friday. >>rob black: they did to take away the crowd apple has a rich a user who buys more applications and their ibmrevenue is just a great number coming out of the will today. that is a treasure them maybe one day i have a choice to go back to global because they get a little bit better. >>mark: a water pipeline a $30 billion a kickstart. >>rob black: is mostly a publicity stunt using the word at the very loosely at the kick starting from will build a pipeline from seattle to visit with the bottle. along highway 5 the idea is that they can do the pipeline alaska what cannot--why can't they do it here. >>rob black: if i don't get the 30 billion i will give it to the politicians. i'd like to cite the with the team to talk about the problems and calif. even if this was kind of cute. i've had people say what it will still the water from oregon? until water is 3040 $50 a barrel would never build pipeline. to this talk about the rule of 72. the history has said the stock market is 10% returns in this is important to talk about because you could double your money every 7.2 years to device 72 you was the $

and it's made with ibm. ♪ >>> welcome back to "squawk box." among the stories front and center applebe able to launch its new smart watch in switzerland until the end of this year. rts cites a patent from 1985 that prevents the company from using the image of an apple and the word apple. they have a patent on apple? japan's sharp reportedly -- sharp company reportedly may spin off its panel business and receive funding from a government backed fund. and party goods retailer party city filing to raise nearly $428 million in an ipo. the offering expected to price between $15 and $17 a share. stock is expected to list on the new york stock exchange. and the surprise revenue stream for the tsa, travelers left more than $628,000 in coins and currency in the bins at airport check points in 2013. according to federal law, tsa gets to keep that money provided they use it to improve aviation security. the agency is still counting unclaimed money from 2014. you can read more on the story at cnbc.com. >>> all right. coming up we'll talk banking and global currency shifts with ceo of ubs. tom na

cisco, apple, microsoft and the number one is ibm which is getting ready to turn out results at the tope right after the bell rings. >> look at that the bar getting higher by the moment. the shares up 3.5%. morgan brennan joining us now. >> let's start with morgan stanley, earned an adjusted 85 cents per share for the first quarter, 7 cents above estimates. revenue above forecasts helped by higher bond and equity trading revenue. their shares are up slightly. shares of halliburton also getting a boost. the company posted better than expected earnings and revenue. up 2%. royal caribbean, cruising in other direction, reporting weak fourth quarter earnings and a lowering of guidance in 2013. it blames an increase in fuel prices compared to january. you can see those shares down 8%. sun trust earnings beating the street by 6 cents, results helped by lower expenses and growth in noninterest income. but the one company as you mentioned that's on everybody's radar is ibm which does report after the bell just a few moments, analysts are expecting to see 2.18 is per share and $19.64 billion in r

ibm has established the watson health unit an open platform for doctors, researchers and other companies focused on health. the group announced strategic partnerships with applehnson & johnson and the acquisitions of explorers and fight tel -- watson can do some much more than when jeopardy these days. what specifically can watson help do that united health or mayo clinic can't? >> we spent the last year working on the knowledge side of medicine. now, what we're doing with the new health cloud is bringing together all the structure information, the data that comes from the devices the medical devices. as we start to pull that in a together, the amount of information we as humans are going to collect through our lifetime is reaching the point where it's equivalent to 1100 terabytes of data or 300 million books about each and every one of us. this is an enormous amount of information and requires serious horsepower to deal with an watson will provide that. we will deal with the knowledge of research, the big data around all of our individual health bringing those together in a new cloud environment. emily: give me some examples. what could watson do for me as a

estimates new relationships like the one with ibm, that can bring out earnings later in the cycle and $200 billion in return capital, that's billion with a "b" and apple can't go higher. then what does that say about every other stock out there? you should have faith in nothing. nonstocks would benefit from the better dollar and nonstocks that go up when interest rates rise and nonstocks that win when rates plummet. have faith in nothing. and that's what you saw today. ever since we swallowed the apple the whole race of stocks does seem cursed doesn't it? too simplistic, not for this fundamentalist, a market that doesn't seem to care about the fundamentals of the most important company out there in the world. well, that's just inherently treacherous. let's throw in some technicals. we know that players can be serpents too and we have a cobra striking at everyone who thought apple stock could hold at what turned out to be levels where the fangs levelled. spreading the poison to those who thought it was safe out there ten points ago. now, i'm not overlooking the power of actual raw facts like the strong jobless claims we got this morning but i would poi

ibm. china can see some growth. ipads are going to correct themselves. that is the growth to watch. supply is the issue. they say that will come, and they have great responses for the apple watch. those sound pretty good. >> thank you very much. let's keep the conversation on apple. we are joined by the chief investment officer who helped manage 26 billion pounds in assets. daniel gleason is also with us. gentlemen, thank you for joining us. i guess we should start with you. do you expect that to be a theme or just a one? >> part of that is definitely a one-off. seasonality is different. there is a strong growth trend in china. mainly because the iphone is relatively new. mark: arguably this was an iphone designed with asia in mind. >> very much so. the larger handsets are very popular and asian markets. on those very simple lifestyle factors it makes a surprisingly big difference in people's preference for handsets. >> you and i have talked about apple before. that seems to be all there is. the sales of iphone are unbelievable. and my investing in that or a $17 billion boost to a capital return program? i guess investors like the sound of that. >> they do indeed. i supp

and digital cloud. ibm has a legacy consulting business and trying to get in the hot things and trying to do all the new twitter. >> socializing watson yesterday. artificial intelligence. >> exactly with the good another of apple. >> with the medical industry overall and the enormous amounts. >> it's kind of like entail. profits. >> they want that to grow over the next few years. >> i think credits are saying they can't pull it off. >> why? do we have a reason why? >> you have to do the good business at the seam time you wind down the bad and they're saying the order is week. if you look at entail today expectations came up. if people keep doing what they did, you'll be able to buy ibm ahead of the quarter. it's expectations game david and being lowered for ibm and entail. another reiteration, another guy negative and it will. they'll tell a story and it will be told through you. >> i don't know about that. >> you'll be tough and maybe it goes down. >> wow, he's got it all written down. it's amazing. >> you said take the avon bid. >> we got the opening bell five minutes from now. we're back on squawk on the street. seven out of ten power outages in the us are caused by weather. but utilities can now predict wh

and health care under pressure two thirds of dow names are under pressure. dow movers, take a look, some winners here including general lector can't merrick. apple under pressure problems with watch production. ibm also lower at 12617. into low today off of pressure at the moment, down 20%. let's take a look, 20% 21% to be precise and this is basically about users. take a look at the office suppliers, making the deal. and staples and office depot is higher. but stuart: the founder of weight watchers has passed away at the age of 91. cheryl, i think this lady is a true american success story. cheryl: she was 38 years old. she is living in queens, new york and was over 200 lbs. and she kept trying fad diets that did not work for her and then realize here i am off fat housewife and got to get the weight off, i need support and she started inviting friends to her apartment to get together the -- to support each other and realize it was all about accountability. within five years weight watchers goes public and in the 60s a housewife in five years takes the company public. if we saw that story today we would be going crazy about that today. isn't that wonderful? don: stuart: looking at the ideal pric

apples to oranges. ibm, their number how are these things different? matt: two big ways. most of amazon web services is true infrastructure. the things i used to buy in the form of servers andge but microsoft is counting on their commercial cloud business. it is a combination of azure and software applications like office 365 and their other software services they sell to commercial accounts. those are different things. the other thing that is different, microsoft is moving a lot of their revenue that used to be non-cloud revenue, office on to office 365. although they can say they grew their cloud business over the last 12 months, that is also apples to oranges because a lot of that is business shifting over. cory: i would like to talk about this more, but we are out of time. it seems there are some software in there for amazon. so glad to have you on an jack clark, all the way from new york city. we appreciate it. google sales climbed thanks to a jump in mobile advertising. more on those results after the break. ♪ cory: this is "bloomberg west" and i'm cory johnson. emily chang has an exclusive interview covering everything from ellen pao trial to who sheryl sandberg is b

apple is really followed the trajectory of different ways of kind of conceiving of cool. in the '80s, kind of iconic '84 ad was about rebelling against ibm, the droning conformity and then inbecome more integrated along the lines of communicating values about knowledge. they changed to the campaign about think different. so cool really went from being about rebel onto being more now about being unconventional and innovative. i think capital followed tra trajectory and why they are one of the most value bl in the world today. >> apple maintained that sense of cool going to the biggest company in the world. it is a fascinating book. good luck with that. up next the awesome reaction sandra bullock had to news she's been named "people's" most beautiful person of the year. spoiler, you don't want to miss that. ats®... 8 layers of wheat... and one that's sweet. for the adult and kid in all of us. (supergrass' "alright") plays throughout ♪ kellogg's frosted mini wheats® feed your inner kidult. not all toothbrushes are created equal, oral-b toothbrushes are engineered with end rounded bristles so brushing doesn't scratch gums and angled perfectly to remove 90% of plaque for a heal

ibm knows it's the 20th year in a row and they've paid consecutive dividends. still an interesting theme here developing the shareholder capital return plans in play apple obviouslye. the worst performing stock in the dow for the last two years, simon, increasing its dividend. back over to you. >> straight ahead on the program, stocks climbing during the course of the last week but fading in yesterday and today's sex. so what should you be doing right now? plus the ceo of t-mobile. the always outspoken george legere after earnings this morning. "squawk on the street" will be right back. man: you run a business. could be any kind of business. and every day you've got important decisions to make, like hiring. where are you gonna find those essential people you need? with ziprecruiter, it's simple. we post your job to over 100 job boards with just a single click, so you can reach millions of qualified candidates. then we'll give you the tools to help you manage, screen and rank your applicants all so you can find the right one. try zip recruiter for free today. >> here's your cnbc news update at this hour. president obama welcoming japanese prime minister shinzo abe

and industrials are having a great day. this is the best day for ibm probably all year. microsoft, the industrials like d. on or about techs are doing great, your leader apple i got the usual hand-wringing from people who were worried about it. today it's knocking the lights out up 2.4%. >>> so your boiling oil are all up on new highs of the day. i think, brian, the point i'm trying to get across is if the trend is your friend what's the trend? that's what everybody is having a hard time trying to figure out. >> i think you used your powers of perception and went deep inside the brain. fantastic, bob pisani thank you very much. jason pride is our next best. he's moving more into asia and europe. i've got to ask you, we're down big on friday up big today. what in the world is causing this relatively extreme volatility the last couple trading sessions. >> i think we can point to two things. i think your other person bob just pointed it out. it really came down to greece and china. they're sending mixed signals back and forth. we think you have to put on the blinders a bit to all the noise that is going on around the world. some of what's going on in greece, t

apple will will lose its m o.j. o the way microsoft did, ibm, et cetera, what will be next. if only we knew that. >> lauren, two things, goldie lux called and she wants her hair back and second. >> my gosh. >> i love the the curls. >> i don't even get that. it is brown. >> really. >> but the type of curl. >> oh, okay. >> lets talk about game of thrones. >> watch the first four episodes. >> four episodes released. >> yes. >> this happened on the popular pie raisecy site yesterday morning. first four episodes were out there guess who leaked them. >> who. >> hbo is saying that it a appears the media, critics who get early dvd, it looks like they leak the early copies, yeah. >> i necessity people, we got home home late last night. my husband is a huge fan. we got the home late. he was freaking out because he forgot to dvr it. he missed the the first ten minutes. if i knew about this i would have just said go on line and watch first ten minutes and first four episodes. >> is he kind of dorky your husband. >> no, i'm surprised he likes it. >> she will in the call her husband dorky. >> he called me goldie lux. >> yes, lauren a maybe in the on tv.