and as josh lipton reports now, some key e onts are the agenda for the second half this year. >> tech is among the best performing sectors so far this year,hat should investors expect in the second half. here are three predictions. one tech taipo's s strong. we had a sid first half of the year for tech ipo's, drop box, spot phi, and dock sign to name just a few. that trend continues in the second half, with a pipeline of prospects. survey monkey confidentially filed for an ipo about investors say to watch software firms. investors have been eager to buy tech companies, especially ones selling cloud bases services. two, apple successfully navigates trade tensions. ltim cook w introduce new iphones in the fall, which need to sell well in china. investors might worry that apple could now get caught in the crossfire. as the trade battle heats up u between the. and chine that. here's what some are predicting. apple's china business will not be seriously impacted. beijing doesn't t want hurt the iphone maker with more than 1 million chinese workwang in some on apple products. >>> amazon pic

for nightly business report, i'm josh lipton, san francisco. >> those microsoft numbers could set thee tomorrow because tn wall streeay investors focused on a batch of mostly disappointing quarterly results. as a result, the dow fell by 134 point, still above 25,000 and the nasdaq dropped 29nt pand the s&p gave back 11. and despite today's pullback stocks are sitting not too far from all-time highs. bob pisani takes a look at this market's recent slow mion melt up. >> stocks have been on a slow motion melt up forhe past couple of weeks. that's got some investors asking what would it take for the market to hit record highs? you know, the s&p 500 is just out 2% away from its historic high in january. traders believe three main factors have been helping markets god higher hat these trends will have to continue if the s&p is really going to hit historic highs. the first thing is earnings, most important. the companies have not only been beating earnings estimates, but guidance for the rest of the year has generally been very strong. second, interest rate and inflation have been relatively

josh lipton is right outside apple hq with key things to look out for.ey, josh. >> reporter: wilf, let's start with the basics here so the streets expects apple to report earnings per share of $2.18 on revenue of $52.3 billion. key focus for investors today, one iphones where analysts expect shipments of about 42, and that would be a gain of about 2% also what was the average selling price of those phones and sales mix during the quarter. was the iphone 10 still the top seller in the company's portfolio? also rbc says capital allocation is a big important topic, importantly the pace of buy backs. number three, iphone performance in china, mainland china accounts for an estimated 15% of total sales. so question for investors how is tim cook thinking through increasing trade tensions between washington and beijing and what that means for his company. services will be in sharp focus today. remember that includes the app store, apple music, apple pay. the street expects revenue of $9.2 billion in a quarter. >>> i sat down with jp morgan's ceo yesterday and a

we have after-hours action, starbucks, and chipotle on the move kate rogers, and let's get to josh lipton first on intel josh >> well, when we started off the call the stock was down 3% and its taken a leg lower here and a couple of different challenges with intel and one was these manufacturing issues that the company was having with the next generation of processors and ten nano meter on the call and ten nano meters are on track with systems on the market in the second half of 2019 and now on the call some analysts had questions about that that time line seems to be kind of a long time and they want to know what the challenge was and what that means for competition. murthy, the company's chief engineering officer who was on the call, he's been named as the potential ceo. he said the challenge here is delivering on all of the revolution modules, and there is a delay, but he's arguing on the call that they feel good about their competitive position given where they are with 14, and that will continue to drive product leadership the data center segment is coming up. up 20% to $5.5 billion

. >> and i'm josh lipton in san francisco. alphabet kicking off a key week of big tech earnings when it reports in just about an hour. the one number you need to watch ahead. >>> and i'm sara eisen in for kelly evans. president trump is about to speak at a special made in america event. we'll bring you his comments live "closing bell" starts right now. >>> you were bringing it on there. >> she struts, so she inspires me about that. >> i was probably the only guy there over the age of 14 not there with his kids. but i'd go again outstanding stuff. >> she attractis everyone >> and first let's check the markets. dow swinging nearly 100 points it is flat at this stage the high of the day 23 points, the low 6 points so s&p up 0.2. and we begin at the white house where any minute now president trump will make remarks at made in america event let's bring in kayla tausche for a review >> reporter: the second annual made in america event. it was established last year by reince priebus at the time to deflect away from the headlines abou

. >> speak of lost train, ibm talking about it after reporting its earnings and josh lipton has more sh >> let's stick with this theme, melissa, martin schroeder sitting down on "mad money" talking all things block chain take a listen. >> people love our block chains. we have more block chains in the world than anybody else and the reason we have with that is because of the security encryption that doesn't matter. to them, as long as it gets encrypted all of the time and the fact that it's secure and it's encrypted >> also, we should point out, ibm is reaffirming that guidance of silicon of eps for 1380 for the year and cisco shares and check those out in the after hours and we can confirm the report that it will challenge cisco with the switch sales and remember that report hit and took cisco down pretty hard. melissa, back to you >> thank you very much, josh lipton and we do white box switches >> cisco won't be amazon and look at am one aazon, and in the august earnings, i would say yes and ibm is the interesting one, quickly. >> really? >> ibm has been in the desert for many years,

elections that we could see when we look back at the 2016 elections, he said guys, back to you. >> josh liptonjosh thank you very much. i wonder how these phishing attacks. >> and you also have another source of, you know, information for how prevalent this activity is, right. >> and either way microsoft has recovered from its earlier lost after those earnings let's take a look more broadly how we finished the day on wall street the dow was down 134 points or 0 pa .5%. >> this often moves in line with the dollar which went up >> mike san tolly in retrospect says its van's fault >> there are three pair of vans with my daughters. market share play and it's a similar type shoe i think. >> microsoft as i mentioned earn itted around and intuitive surgical up 4% i wear vans, so they're in >> there we go we've got a news updatenow >> here's what's happening this hour speaking in st. louis vice president pence says he accepts the intelligence community's conclusion russia interfered in the 2016 election and also says the administration is taking tough new actions on russia. >> after this president's l

inching, creeping, clawing toward a $1 trillion market cap and full team coverage and the bearded josh liptonke to ceo tim cook and red phone maverick gene munster here on set monitoring the conference call. we'll check in with both of them in just a few minutes and i guess with the song, folks i am cool. this is the gang thanks for being with us here. let's get down to the headlines of the world's biggest company, apple coming in with a big beat, and growing 40% year over year and projection of $60 billion next quarter guy adami. >> yes, sir? >> your reaction and whether or not this is a must-own stock i'm not going to be disingenuous and say i've been a bullish apple bull, and i put that out there. to answer your question, given this quarter, yes, tim and i were just playing with our calculators here and service revenue now overall is 18% that continues to trend in the right way which means in my opinion, that apple should get a different, a higher valuation. i think that's what everybody wants, but what i was most surprised by and dan can probably explain this and why the average selling p

i'm josh lipton. ceo brian crutcher is out as president and ceo and member of the t.i.board the reason, violations of the company's code of conduct. the company saying in a statement the violations are related to personal behavior that is not consistent with our ethics and core values and not related to company strategy, operations or financial reporting. rich templeton the company's chairman to re-assume the role as chairman on an ongoing indefinite basis templeton's appointment, the company is saying is not temporary and the board is not searching for a replacement. t.i. also reported financial reports and second-quarter revenue 4.02 billion and adjusted eps of $1.37 and if that compares, t.i. would provide full second-quarter results. bernstein telling me he isn't too concerned with how this impacts the company. after all, crutcher was only named on to the job and been effective since june 1st templeton is a long time t.i. vet who is very well respected in the industry. melissa, back to you >> thank you very much, josh lipton crutcher had been at the company for 22 y

. >> i'm josh lipton. ibm will report earnings in about an hour. >> google hit with a record fine over anti-competitive behavior. europe's top anti-trust regulator explains her case. "the closing bell" starts right now. ♪ call me any, anytime >> that was one take. the one day you do a better walk because i have a broken toe. >> victory is victory. we will get to all those stories in just a moment. let's check in on the markets with a little less than an hour left of trade. the dow swinging more than 100 points. it is up 0.3% or 73 points. any positive close on the nasdaq would be a record. let's begin with the latest from delivering alpha. >> what can you tell us? >> first i want to get you guys up to speed on some of the specific stocks discussed today. the benefits of goldman being touted not concerned about the management there. then she liked citi saying that stock could be worth $130 per share. he is a fan of pickup trucks and says ford is the way to play that trend. as for the best ideas he urged inv

for nightly business report, josh lipton, san frannisco. >> j us now to talk more about alphabet's earnings, and what he's expecting from other big tech names when they report later this week. daniel is senior tech analyst. >> google, alphabet, is a far flung company, where did you findstrength, what d you like about this report? >> i think wt was notable is that there was strength across a variety of areas. you -- tube was strong, we're seeing the company makeraction in initiatives like the google cloud platform, when you put all thattogether the company has built a series of platforms that we think will enable them to drive solidevenue growth over the next few years. we liked it overall. >> the t other companies we're going to be watching closely are facebook and aman many you mentioned that the fact that for google there was gains basically in a lot ofifferent areas of the company. do you expect the same types of results for facebook and a positive result? >> weo expect solid revenue growth from facebook and we expect them on theirng ear call to spend time talking about how they're tryin

for "nightly business report," i'm josh lipton, santa clara, california. >>> mnwhile, fellow dow componentnald's was dean a setback w judge had a proposed settlement in a case that could have major implications than nothing less than the american franchise business model. in respons the stock fell more than 1% today. kate rogers has details now on this case? >> the question at hand is mcdonald's viable for labor violations in the franchise locations. mcdonald's would be ctsidered a jo employer with the franchisees. if it's a joint employer, that also meanset giant would have to bargain with workers to make erions. they we retaliated against for union liking in a the fight for the movement in a statement being in mcsaid it was disappointed in the judge's action arguing mcdonald's usa and various franchisees negotiated a settlement that is fair, reasonable and provides the opportunity now f full and complete relief for all current and former franchiyee emp affected by the litigation. as we haventained throughout this process, mcdonald's usa has never been a jointmployer with its franchisees.

guys, back to you. >> josh lipton, thank you. and thanks to all of our reporters for keeping us up to speed on the big earnings movers after the bell we'll get results from at&t and texas instruments. >>> joining our closing bell exchange to talk about how earnings are effecting this market, steve grasso, rick santelli always is with us steve, i guess we should start with the nasdaq turn around and now lower on the day why? >> so i do think you're going to have these ebb and flow reactions in the marketplace when you take out these historic highs and then you want to pull back a little, build a foundation what's really interesting is when you look at these technology names look at after netflix reported, you start to see the divergence between a google and netflix facebook is up, amazon is up amazon can walk that tightrope, it could be a value dare i say stock because it can turn the spigots whenever it wants. if you look at google or facebook as opposed to a crm, a netflix, a workday, the group is diverging. value versus growth

josh lipton in san francisco joining us now for a look at what apple has in store for the second halfower from baird great to have you with us. josh was just talking about the launch of the new phones here. are we expecting will this be any sort of a -- i don't want to say a super cycle, but a big cycle for apple. >> thanks for having me. look, i think it will be another nice cycle for apple our expectation is they'll have three new phones out including a bigger screen phone and similar to a cycle a couple years ago. that could open up new pockets of demand. i think we're at a nice entry point for apple, you know, in front of that which is a couple of months off. on top of that, you've got the wider platform effects on services which we expect to continue to manifest itself in good growth numbers. >> with so many products expected to be launched this fall, what is the most critical when you're taking a look at the possible impact on the supply chain when it comes to getting components from taiwan and elsewhere in the world into those factories, in mainland china. what are you worried

. >>> welcome back to fast money what is the fast take from wall street analysts, josh lipton is in santhe latest hi, josh >> this treaty is weighing in. they seem pleased. google advertising revenue growth outpaced consensus expectations while operating profitability also benefited from moderation in tact. top line came in comfortably ahead of expectations, reflecting strong advertisers demand unhindered by head winds and gdpr finally, dan nooiz, we believe q 2 advertising were healthy in a good barometer of potential strength heading into 2017 and 2019 fielding questions about a range of topics. take a listen. >> i think we're investing for the long run we're definitely seeing traction a lot of effort from a product and technology standpoint, we're definitely there and appreciate it, it's been a lot about investing in our go to market efforts. and as we do it, we're developing our in house strengths, we're partnering, those things are beginning to pay dividends. >> you didn't hear a lot of hard numbers there, he did mention some wins here, he mentioned dominos, price waterhouse, targe

josh lipton is here with what to expect from apple this afternoon. josh. >> reporter: mike, apple is on a roll here, the stock up 15% in the last three months. here's what the street is looking for after the bell today. earnings per share $2.18 on revenue of 52.3 billion. that implies growth of 15% on the top line iphone units, up 2% from a year ago. iphone average selling price, $694 is what the street is looking for. that would be up 15% from a year ago. iphone results matter when it is this late in the cycle service is in sharp focus, expected to jump 26% to $9.2 billion rbc sees strong service momentum in the quarter, led by subscription growth, strong gaming specifically. and looking ahead, the street looking for apple to forecast q4 revenue of 59.6 billion. that will imply a jump of 13%. morgan stanley sees down side risk to the forecast, saying their checks indicate 6.1 inch lcd phone, one of three new phones they're looking for this fall could be delayed until october. also, you'll see attention on the china business, main land china accounts

in the last three months but there's also a lot of attention on the company's service business josh lipton is live in cupertino with the very latest josh >> bill, let's dig right into what the street expects from apple after the close here earnings per share, bill, of $2.18 on revenue at $52.3. that would imply growth of about 15% on the top line. iphone units, 41.8 million that's up about 2% from a year ago. investors will also focus on the iphone's average selling price, the expectation at $694. up 15% iphone mix in the quarter. did it rye main an overall mix or a smaller one results actually matter less when it's this late in the cycle. they expect services results to be the focal point expected to jump 26% to 9. $9.2 billion. morgan stanley thinks services will come in even stronger than that, with the app store remember, that's the big driver of services going strong, and apple music paid subscribers up 70% in the quarter according to morgan stanley finally, with no trade tensions, continuing escalating between the u.s. and china, so investors are going to be very curious ian cook say

josh lipton filed this report on how investors can expect the stock to react to the report >> reporterle's earnings report what do the last 12 quarters show traders over the last 12 quarters on the day after apple reports it tends to be a coin flip. trading higher 50% of the time, and lower 50% of the time. the absolute swing is 4% a week later does tend to get slightly better trading positive more often than not with an average return of 1.1% that's the data. what do the charts show us about the reports? apple is retreating from minor resistance from june's high, a deeper pullback appears likely ahead of a decisive breakout which would target 2.14. strong support is in the 1.80 to 1.81 area, but a decline of that magnitude appears unlikely heading into the report, apple is up 15% in the past three months analysts think apple will report qps of 2.18 on revenue of 53.2 billion, that would imply 15% growth on the top line >>> for more i'm joined by neil kampling tech earnings have been a mixed bag and have not been kind to the nasdaq what does apple need to produce here in the way of res

josh lipton in san francisco is a purge good or is it bad for twitter?> what do you say >> i don't like twitter, let's put it out there on the table. especially this valuation, 20% of their user base seems incredibly extreme to me i think they publish, it's less than 5% that are fake accounts, and that's probably accurate losing 70 million subscribers would be a devastating thing for the stock. i do think the stock's expensive here, i think there are better alternatives for nvestors, tha will come out in the quarter, i look at it and say, this stock to lose 70 million subscribers, is a big number. >> it won't appear in any of the metrics. >> we saw the stock pair its losses, but it didn't recoup a lot of the losses suffered during the day they go beyond these fake accounts that won't hit the metrics. >> they got more than 336 million users, a lot of these accounts have been dormant for more than 30 days, let's wait for the numbers on the 27th. i think that's the right thing to do. the stocks had a massive run remember the sell off on twitter. and that we

josh lipton is live at the google conference. >> reporter: after that report, google has a big cloudn will take the stage, try to convince corporate customers to use google cloud in addition to amazon and microsoft. that keynote is noon eastern eric schmidt is here later, too. alphabet told us the so-called other revenue which includes cloud, hardware is growing fast. $4.4 billion company doesn't break out cloud computing service specifically, but the conference call talked about the traction his cloud business is enjoying, and named some new cloud customers >> vertical strategy and customer centric approach was illustrated by key wins, including dominoes pizza target is migrating clear areas of the business to google cloud platform >> he has plenty of competition. they aren't apples to apples comparisons, different companies offer different cloud services in the last report, amazon said its cloud business saw revenue jump to $5 billion but don't sleep on google. they have big name cloud customers, airbus, johnson and johnson, coca-cola roger kay of end point technologies says google

josh lipton filed this report. >> reporter: microsoft reported eps of 1.13 and that was better than expectedcting 1.08al digging into the segment, revenue in productivity and business processes, 9$9.7 billion, an increase of 13%. office 365 commercial revenue growth 38% revenue in personal commuting, 10.8 billion, an increase of 17%. windows oem revenue increasing 7% the software giant reporting commercial cloud revenue of 6.9 billion, up 53% with gross margins ticking up to 58%. kirk matern says when you see that strong growth it reiterates the positive thesis around this company's cloud story. he also notes a lot of good news was priced in the stock was up 20% year-to-date heading into this earnings report >>> yao ming gained international fame when he was drafted by the houston rockets in 2002. he is one of the tallest people to play in the nba tanya breyer sat down with yao ming to talk about his career and his retirement as he continues to help children in china and the united states. >> you're in the tenth year of the yao ming foundation. tell me about how it started back in 2008 >> ce

the first trading day in the second half of the year and with high flying tech stocks in focus, josh liptonoining us from san francisco with the second half outlook for tech >> july is when we start thinking what is next for the iphone which we expect tim cook to introduce in september. rbc is looking for three new models an update to the 10, a larger 6.5 oled device and budget friendly phone apple needs them to sell well in mainland china but some might worry that apple could not get caught in the crossfire as the trade battle sheets up between apple and china -- u.s. and china. there is in express denprecedene a few years back, apple thought that there was retaliation from the obama administration but others counter that beijing would nt would only on be hurting themselves other tech trends to watch, the tech ipo pipeline which should stay strong. venture investors also say software firms look like good potential candidates and amazon is expected to make its decision on its second corporate reheadquarters indianapolis is a serious contender, a state with a strong university system includi

. >>> i'm josh lipton with the cnbc market wrap.und the flat line for most of the session as gains in financials pushed the dow higher. the dow up 45 points, the s&p dipped 3 points, the nasdaq fell 20 points. in a glitchy start to amazon's annual shopping holiday, prime day shoppers were met with a series of error messages that interrupted sales in the opening moments of the ecommerce giants 36-hour run. amazon tweeted we're working to resolve the issue quickly. that's it from cnbc, first in business worldwide. now back to "mtp daily." >>> welcome back. despite presidents trump and putin dismissing russian interference in the 2016 election today, we just got even more evidence of russia's penetration of the american political system. we got breaking news late today that a russian national, maria butina, was arrested yesterday in washington, d.c. she's being charged with conspiracy to act as an agent of the russian federation inside the u.s. without registering as a foreign agent. the criminal complaint alleges she worked with a hig

let's get to josh lipton in san francisco. >> i was at evercore isi and speaking of that commercial cloud $7 billion, up 53%, saying when you see that kind of strong growth with the much bigger base with stronger leverage it reiterates the positive features around the cloud story. i did ask about azure, and it was 93% in q3 so why that deceleration, he believes that the large numbers are techingici and the base is getting bigger and this is a $9 billion growing at 20% i checked in with richard davis and he was cautious heading into this print just because of the run the stock has haddy remindig us it was up 20% it's a tech stock you have to own. on the call, satya nadella talking about azure specifically take a listen. >> the most leading companies are running on azure and i am especially proud that walmart chose azure and microsoft 365 to accelerate its digital transformation for their associates and customers >> nadella spoke of office 365 they're known as the multibillion-dollar business as windows 10 is active on 700 million devices and linked in has 575 million members and revenue gr

josh lipton has more on the disappointing ipo. melissa, this was not the debut xiaomi bulls hoped for here that stock dropped as much as 6% during the session but xiaomi's president seemed to shrug off the bad news telling cnbc the short term stock price is dictated by market conditions what we will do is focus on long-term growth of business he weighed in on trade tensions saying he wasn't concerned because they haven't done much business in the u.s. they are a smartphone powerhouse but faces competition not just from apple and samsung in the home market it's actually in fourth place behind others. remembers xiaomi's straej strategy is to sell low-priced phones that means tech investors have to get comfortable with a different marjman profile. gross margins for the company 13% by way of comparison apple's come in at 38% still bulls point to the expansion in groepgt markets like india and the efforts to diversify beyond smartphones into connected devices like smart tvs and higher margin internet services back to you. >> josh thank

attractive and kkr owns the biggest stake at 25% >> looking to make a big on the public markets and josh lipton's got more >> michelle, xiomi just raised a lot of money the company priced its ipo at 17 hong kong dollars at $2.17 per share. at the bauottom of that range. but at the lower price it's now raising about $5.4 billion renaissance capital telling its clients its company is valued at close to $9 billion. large cap, chinese stocks remember they're down more than 20% now since their peak in january. internet services do make up about 10% of sales, but its smart phones that still account for the vast majority of total revenue. still this is big evaluation and the company is growing fast. execs apparently hope to make a push into the u.s. as well but consumers here have any concerns about a chinese company given alarms that are being raised by lawmakers over wuawei and zte. >> not unless there's anything major, i treat it like any other company. >> it's really about terms and agreements like that because in theory they own that information, and i would want that information to be in trustwo

josh lipton has the details. >> michelle, the fcc is concerning a new rule here that could be bad newssal goes through, these companies couldn't use those subsidies to buy equipment from those firms that are deemed a national security threat now how would the fcc decide what company actually represents such a threat? the commission telling cnbc it could take its cues from congress and remember u.s. lawmakers have zbrused legislation that could prohibit the u.s. government from buying or leasing equipment from huawei companies like zte today the company saying in a filing with the fcc the reality is that huawei is an independent private business that's no way in subject to control of chinese government than it is by u.s. government with the u.s. set to impose tariffs on $34 billion worth of goods tomorrow, the fcc tells us there's no vote yet on when the final date would be proposed to impose the new rule. >>> we have just over 12 minutes left before the close, and we are up 155 points on the dow the high of the day was 199. but certainly it's been a positive day for markets the nasdaq

. >> josh, thank you very much for that josh lipton there in san francisco.nt trump is taking aim at rising drug prices and that criticism may prompt pharmaceutical companies >>> and later we will have the latest on the brexit battle in the u.k. parliament and the outlook for a possible deal. so, my portfolio did pretty well last year. that's great. but the market was up nearly twice as much. that's a tough pill to swallow. exactly. so i started trading. but with everything out there, how do you know what to buy? well, i think my friend victor has just the thing for you. check this out, td ameritrade makes it easier to find the investments that might be right for you. like our etf comparison tool it lets you see how etfs measure up to one another. analyst ratings and past performance... nice. td ameritrade also offers access to coaches and a full education curriculum to help you improve your skills. that is cool. and if you still have any questions you can always chat with us on facebook or call our experienced service team, 24/7. yep. just because you're doi

loser that's exactly where we're going to start mick micron technology off by more than 5% when josh lipton broke in with word that there was a court ruling in china. not confirmed by micron at this point. there had been an injunction against the sale of the products and gary firestone, we look at this and wonder,okay, maybe it's really a pat ebt infringement case like the headlines say, or do you worry that it's a big broader push by china in what we expect will be retaliation from them as a result of our tariffs? how much do you worry about that >> well, michelle, that's obviously a risk in this type of geopolitical environment when we've got concerns about a trade war, you have to expect if you are in the administration that if you put sanctions and tariffs on products from china, that china is going to do something that hurts the united states. this is not that surprising. it's unfortunate for the chip companies, and micron, you see what happened today. what people are going to worry about over the next few days is whether this is going to spread to other companies in the tech sect or o

josh lipton with more on the ipo and the company, josh. >> tyler just a fau months aig the company wasw it looks like that price tag might have been too high the company priced the ipo at 17 hong kong dollars or $2.17 per share raising $5.4 billion recognizance telling that the value of the company is 44 million by their math. with trade tensions heating up large cap chinese stocks are down more than 20% since the peak back in january company also bills itself as an internet company and internet service make up about 10% of sales. but it's smartphones that account for the bulk of total revenue. still hansen tongue of ggp company a former board member is big believer in the strategy selling high quality smartphones and hooking into the higher internet services. it's the mourgt largest smartphone surrender on the planet the company is also in the fourth place in the home market of china but drawing fast in other markets like india they make their debut on monday in honk con. become to you. >> thank you very much josh. >>> with the trade war between the u.s. and china heating up what does

an update from washington coming up >> i'm josh lipton in san francisco.rosoft are on a roll this year, but can the ceo keep the bulls happy a full preview of what to watch when the company reports earnings after the bell. >> with the latest slice in the ongoing papa johns saga, shares rising on some deal chatter yesterday but taking a tum

. >> i'm josh lipton.report earnings in about an hour. >> google hit with a record fine over anti-competitive behavior. europe's top a

. >> and i'm josh lipton in san francisco.cking off a key week of big tech earnings when it reports in just about an hour. the one number you need to watch ahead. >>> and i'm sara eisen in for kelly ev