incyte, news coming out of the jpmorgan conference.t's helped biotech along with the deal for ariad pharmaceuticals. we saw strength on nvidia. that helped with apple. facebook is up 8% so far this year, kelly. facebook once again challenging exxon in terms of market cap. very close together now. back to you. >> wow. bertha, thank you. that certainly sets the tone for the year. joining us for the how is cnbc pro columnist, michael santoli and rbc's head of u.s. research, mark puris and dennis berman from the wall street journal. welcome one and all. mike. interesting. is this back to the future. is it 2015 all over again where it's a facebook market and that's the whole story? >> the last two days have been like that. you have the very large cap tech stocks holding up all the indexes. maybe in the reflective light if nothing else. below the surface the average stock was weak especially today. the nasdaq setting a record. more stocks down than up. the equal weighted index to the down side. it's less than half a percent or thereabouts. i