joining us this morning, john steinberg, good to see you. >> good to be here. >> busy market day. let's get started with that. apple will announce this week it has sold more iphones in china than in the united states for the first time this year. apple struck a deal with china mobile back in december 2013. more apple, apple pay is succeeding at its top goal, namely, getting people to use it. retailers see big demand for the service with one commenting saying, quote, our customers are saying it's safer. >> apple pay is great. i just used it last night at whole food doing my storm preparation. it was manic in there. on the china issue, this is greater china. not exactly a surprise if you're following the trajectory of iphone sales. very key because samsung was looking at china as a very important market and it's getting hit at the top end by apple. and at the low end. so apple strength there does matter, but it makes it particularly important because they're opening up these retail stores before chinese new year. >> tim cook said in 2013 that the tipping point would at some point co

the rest of the hour joining us is john steinberg. within tech, semi conductors, the biggest movesation henry mentioned earlier ces mentioned everything will have a chip in it soon. the entire dow is positive. only two dozen members of the s&p are positive. >> all the tech names i look at are mostly in the green. some for reasons specific to them or outlying. aol up 4 hnt.76%. apple is up almost 3%. app store revenues came in at record highs and things like that as well. google is the only one that's flat that really keeps going back and forth between positive and negative. because the sentiment the idea that growth is tapped out. stack flat for a year. search not growing like it used to is really the outlier. and gopro is down close to 4% that. could be because of the ces and we're seeing so much competition the idea they are going to be commodified by players. that is the story today i think. >> do you think there is real competition for goep? >> i think you said it earlier today. tremendous kmodification going on right now. and any

john steinberg, morning to you jon. jon fortt is here. and vested. very nice look.hat a turn around we've seen. working our losses. we're well off the lows here, but oil continues to be problematic. what we're hearing is one of the worst days for crude since about mid 2011. down almost 5%. below 46 briefly for the first time since 2009. golden globes last night and the dominant story continues to be the rise of television. we caught up with the big winner of the night. good morning, julia. >> it was a big night for a. amazon. they are very pleased with winning their first golden globes ever. they became the first online streaming service to win beating out netflix in both categories, both best comedy series and a best actor in a tv comedy. getting a big shoutout from both winners. this is certainly validation for amazon which invested $100 million in original video in the third quarter of last year alone, not to mention all the free advertising the wins are for its $99 a year prime video streaming service. they seemed confident amazon will be able to build on those

. >> we saw what john steinberg did to get his hands on one of the phones.are quite the status symbol. thank you so much for now. apple shares rallying nicely on top of their earnings report which did beat those mind melting expectations. so what's next for the company? the big hype around apple watch, will it drive the company's earnings next quarter and what sells in the pipeline? we'll talk about that when we come back in two. >>> welcome back. here is a look at shares of apple. just below the $115 mark after hours. a rally of 5% after earnings with that iphone in particular beating expectations. so as we start to think about where the company goes and how it continues to grow from here a lot of focus on the pipeline the watch, the apple watch is due out within the next two months. let's bring in colleen taylor and roy choi and our panel. colleen, what is the latest expectation for the watch in terms of timing and features? >> we're hoping that it's going to be out sometime this year but again they have kept this really cloaked. i have been sort of refres

joining us this morning is jon steinberg, ceo of the daily mail north america and slava rubin quo founder of indigo go, johnth on his way, all of us with us is kayla tausche. good to see everybody. begin with markets and talk about the fact we're off 200 points and the dow in the red, off triple digits and bob pisani is on the floor to tell us why. >> what's important to put things in perspective. we hit a closing high the 29th, 2090, now at 2031, do the math, two down days essentially, december 31st and today, so the s&p is 2.5, 2.6% off its historic highs. a little revision in the earnings estimates with energy and that's the problem if you look at the sectors today, with oil down below $51, energy to the downside, materials, that's a concern on commodities discretionary and industrials. commodities at four-year lows. big energy, well your usual names, the 2 to 3% decline. that's a little unusual. 4% decline, schlumberger and halliburton down. what's the macro trend? the problem with today the macro trend for the last three months is working again today. so ten-year yields are moving, the dollar index is

joining us this morning is jon steinberg, ceo of the daily mail north america and slava rubin quo founder of indigo go johnof us with us is kayla tausche. good to see everybody. begin with markets and talk about the fact we're off 200 points and the dow in the red, off triple digits and bob pisani is on the floor to tell us