up about 13 march, but let's bring in kelly evans. yesterday kelly, you had a guest who said apple could hit 700 or even 750. what kind of time frame were they looking at? >> mandy, brian, good afternoon. bill miller joined us yesterday, and touched on a lot of different themes. when it came to apple, though, because we've had this discussion, he and high, he likes appearing, doesn't like it, he said as much as he did back in 400s, but still says it could go to 700 or 750. so didn't give us a specific time horizon there. we'll check back with him to be sure. he also mentioned, guys, keep an eye on what's happening with amazon. it's been a core holding, he says it's viable for him for the first time in a couple years and more broadly was pushing back -- that discussion with another guest, saying he still believes as he said in the recent past, conditions for -- and last point before moving on to other things that are happening on the show today, he said he's concerned that you could see a stock market melt up later in the year. >> melt

i'm kelly evans.lot of earnings on tap once again but the dow jones industrial average managing to close in the green. it was up 100-plus points earlier this morning only to give it up during the last hour. then go back positive. looks like it is settling up about 33 points, again that's off the record high levels. the nasdaq gets beat by 100. off .4%. the nasdaq just about .1%. the s&p 500 gave up 2.5. let's get right to it with today's panel. michael krofton, carol roth, michelle caruso-cabrera and jon fortt and "fast money" trader tim seymour. >> i think the markets is in a real transition mode, transitioning from being depend on fed to being dependent on the economy. the economy is sending mixed signals so the market has volatility that wouldn't normally be associated with an xi or a mark that's in front of a recovering economy. i think the economy is in okay shape but i don't think we'll really see any momentum focused on the markets until the third quarter. >> third quarter. that means we could

i'm kelly evans here at the new york stock exchange where stocks have been

. >>> in the meantime, let's bring in bill grifi and kelly evans for a quick preview.you have the former -- >> a name from the past we all remember on the floor. >> that's right. at a time when so many people are talking about whether markets are broken, michael lewis's book is still reverberating. trading volumes are still sluggish. that may have to do with the storm headed our way, as art cashing reminds us. >> knight capital got caught with a sort of a fat finger trade a couple years ago that they were unable to stop. is the computer went crazy on them. so i'm sure tom will have some thoughts on computerize the trading, high-fresh sill trading. >> and coming up on the show we'll have a couple heated discussions about inflation and come back with a reminder this morning of better than expected reports. this could be the next defining conversation whether or not it moves bond yields at the current moments. >> meantime s&p all-time highs, so we'll see how we do in the final hour. >> we do appreciate it. thank you very much. quick, america, can you name a group of stock

i'm kelly evans down here on a monday. stocks up almost 2% at this hour. >> big comeback day. when it's short covering or whatever it is. good to see for the bulls here. bill griffith. green arrows to start the week and gains for the dow. yes in all-time high territory for both the dow and the s&p 500. could join in that rarified territory. any close above 1890 and change is a new all-time high and right now we are there. >> wow. even as the nasdaq is rallying today. there's red flags for tech. a very bearish outlook for morgan stanley on tablet, fesk. you need to hear what's going on in sales on devices like ipads. a special report coming up. the quarterbacks for ipad sales going forward. hope you saw it this morning. tim geithner unplugged. more of cnbc's interview with the former treasury second coming up. what does he say to people who still insist the bank bailouts was unnecessary. tim geithner with very honest and straightforward answers as he spoke to our own andrew ross sorkin. coming up on "closing bell." looking forward to that very much. >> final hour, continuing th

i'm kelly evans here at the new york stock exchange. >> and i'm bill griffith. lately the technology stocks have been leading the market lower, today they are leading it higher, especially the nasdaq. both the averages -- the nasdaq and russell 2000 outpacing the dow and s&p to the upside just when many feared that the bias was for all four to head lower, right? >> so, in fact, ralph acampora will be here, considered one of the teens, if not the dean of technical analysis on wall street, and he's still very bearish on the small caps and the technology. he's been forecasting a 25% decline for the russell and the nasdaq, what he's calling a stealth bear market right now. >> 1080, that was the level we were watching on that russell indebt. we held that. today we're rebounding. we'll see what he has to say. separate lit obama administration going on the offense against a cyber security scuffle, actually filing criminal charges against chinese officials, but why now? and what's the end game? especially when the white house is currently under fire from cisco for inter

i'm kelly evans. we've already got news this hour. we'll recap it for you.e finishing up the day on wall street with the dow jones industry average, nasdaq, s&p, pretty much green arrows across the board. the red arrow, only if you look at the volatility index. there's none out there. dow 16,544. nasdaq up.5%. russell up 1%. for more on what to make of all of that plus the early earnings release from hewlett-packard that you were just hearing about, let's bring in today's panel. fred lane from raymond james. cnbc contributors jon najarian and anthony scaramuci and michelle caruso-cabrera. sounds like the first page of hewlett-packard's earnings release was posted to the site a few minutes early. >> it was not entire release but it was enough that obviously headlines started to head. i think it was 3:36 or so and the stock was reacting. 88 cents a share. it was more or less in line with what animalysts were looking fo as well as the revenue number. what wasn't released are what are goings to be re -- continued job losses, restructuring, after they cut an over

i'm kelly evans down here at the new york stock exchange, and, bill is here today as well. >> i'm back in the saddle, as it were, yes. today's show, the dow on track to close at an a new all-time high if we can move up a little higher. as you can see, we're about 20 points, 21 points away from an all-time closing high. we were there earlier, another one of those days, flirting with all-time highs and then a fade into the afternoon so we'll see what we can do this last hour of trade. reaction to these markets with mohammed el-eran. >> this economy has a 50/50 chance and we'll likely to have another financial disruption in this market. >> looking forward to that. bill clinton and lloyd blankfein, a dark alley where someone gets their throat slit and one paragraph in tim geithner's new book in the financial crisis. our andrew ross sorkin spoke with the former treasury secretary. more on what bill clinton told tim geithner when the world was on the precipice back then. >> andrew will join us next hour to talk about that, so we're looking forward to that. where we stand an hour to go into t

i'm kelly evans here at the new york stock exchange. >> and i'm bill griffith. we are watching these markets back away from all-time highs. the dow is setting lows for the session right now, down 85 points. the s&p is down about seven points, and the nasdaq is down 22. not a huge selloff, but we are backing away here. >> if you want to talk about huge, it's what's happening in the treasury market today. >> yes. >> or what we should say is a culmination of what's been happening in the treasury market. a week or two ago everyone was saying it's a big contest for rates to go higher. they have decisively moved lower even as the macro data has improved. it's the talk of the town. >> even as inflation numbers go up, it's counterintuitive. is the stock market bracing for a curveball that it wasn't expecting, a report showing a big jump in inflation on the wholesale level is raising those eyebrows and concerns that if inflation really is starting to rear its ugly head it could change everything for stocks and the economy. we will take a closer look at that story coming

i'm kelly evans. what a day it has been on wall street.ex are heading into different directions. how much that matters will be the topic of debate and a ton of corporate earnings coming out. a split decision with the dow up 107 points. the nasdaq is shedding 13. it's off about a third of 1% and the s&p moving up about ten and the broad market gauge if you want to look at it. we're about to get an avalanche of crucial earnings due in this hour. special team coverage to get them to you. take a look at this. phil lebeau watching for tesla's result. morgan brennan, all the 20th century fox. diana olick and dominic chu breaking down the numbers and herb grownberg and bob pisani will help us analyze and crunch through all of it and it's great to see all of you so we'll check in with them as soon as their results hit. let's introduce the panel joining me here. our very own i'man javers and sarah eisen and "fast money"y trader guy adami. wow, it is a party. >> there's so much going on. >> a lot of boxes. >> bear with us. it looks like -- let's jus

kelly evans with a stellar panel today. see you tomorrow. kelly. >>> thank you, bill. bell." i'm kelly evans, and you guessed it. it's another record close today for the s&p 500. take a look at how we're finishing the day across wall street. a pretty good session for all the major averages. dow adding 70 points here at the end. just under half a percent. the nasdaq, the strongest performer again of 1.2 or more than 50 points there at the bell and the s&p 500, finally that's the one we just set a record close at 1900 on friday. today, 1911. up 6/10 of 1%. joining me now to help make sense of it all is today's panel. david seymour from cowan and company and michael yosikami, our very own kate kelly and our contributor friend anthony scaramucci and it looks like history is bearing itself out because quite commonly when you get one record close it's followed by another. i guess the question is how much further can we go from here? >> it can grind. it can grind higher. low volume and grind high through the summer could occur. i think the chase will happen come september whe

i'm kelly evans here at the new york stock exchange. >> i'm bill griffith. we are watching the markets kind of hovering at this point. we are close to all-time highs. of course, for the s&p, any gain for the s&p would be a new closing high. the dow needs roughly 40 points right now to the upside to achieve a closing high, but we're down nine right now. >> yeah. i mean, again, this would be the third day in a row that we close at a record high for the s&p. we'll see what happens. also a big day on "closing bell." a couple of exclusive ceo interviews. toll brothers ceo doug lay yearly and blackberry ceo john chen. so much to discuss with each of these guys. toll brothers this hour and uber and blackberry after the bell. >> pulling for john chen and that blackberry. turn that thing aron. so you ask, i know what you're wondering. who is the most powerful woman in the world right now? a new list is out today, and here's a hint. it's not janet yellen. i mean, some on wall street might argue that point, but we'll have an exclusive look at the world's most powerful

. >> and i'm sarah isaac in today for kelly evans. >> feel better, kelly. miss you. please stand up. today's big job numbers flying in the face of an anemic gdp and fire -- for the forecast. is the jobs market roaring back, or could have been a one-time snapback from a brutal winter? there are a lot of strong opinions on both sides of this issue. very important for wall street right now. we'll hear all the views and help you make sense of it.

stick around now for the second hour of "closing bell" with kelly evans and company. elly. >> and welcome to "closing bell." i'm kell evans, and it could be another record-breaking day on wall street. welcome to the second hour of "closing bell," everybody. the dow, nasdaq and s&p 500, divergence again. not surprisingly the nasdaq lagging in this case. did have a strong session yesterday. today giving up 13 points. the s&p though looks like it's going to finish positive by about a point, 1897 is the level there, and the dow up almost 20 to 1671 which would make this a new record closing high. let's bring in our very own sharon epperson. our cnbc contributors and our own sarah eisen and dom chu is down on the floor. kick us off. does it feel like a record high? we'll go to dom in a second. guys, what do you think? sharon, what do you think? >> it doesn't really feel like a record high because we've been in this range for quite some time, and i don't think -- you don't feel the euphoria you might expect before we get another record high but it just underscores what a lot

. >> and i'm sarah isaac in today for kelly evans. >> feel better, kelly. miss you. will the real economy please stand up. today's big job numbers flying in the face of an anemic gdp and fire -- for the forecast. is the jobs market roaring back, or could have been a one-time snapback from a brutal winter? there are a lot of strong opinions on both sides of this issue. very important for wall street right now. we'll hear all the views and help you make sense of it. >> oh, yeah. >> also, the executive pay firestorm continues to burn. our becky quick is at ground zero of the dustup about coke's pay plan. speaking with both warren buffett which is coke's largest shareholder and david winters, the man who brought this issue to life. a lot still developing on this story. is coke backing off or not on that executive pay plan? becky will give us the very latest with bust-- with buffet and winters. >> boxing great floyd mayweather was supposed to be but cancelled at the last minute without a reason. i'm happy today, he says, i'm coming back and, boy, do we have a lot to talk

i'm kelly evans down here at the new york stock exchange, and, bill is here today as well. >> i'm backsaddle, as it were, yes. today's show, the dow on track to close at an a new all-time high if we can move up a little higher. as you can see, we're about 20 points, 21 points away from an all-time closing high. we were there earlier, another one of those days, flirting with all-time highs and then a fade into the afternoon so we'll see what we

. >> just as we led into this show with kelly evans, if i had to choose between the two social media stocks, this -- >> you would rather? >> i would rather, absolutely, tim. and somebody else much bigger than me put in 35,000 contracts out in july. they bought those. they sold the 70 strike above it, same number. so that's 3.4 million shares they'll control between 67.5 and 70 in july expiration. it's only about a million and a half dollars, but they could have a huge wind fall if they're right. >> it's friday before the memorial day weekend. would you rather? twitter or facebook. >> i'm in twitter. i would rather there. but it's very close to the 29.5 level, which has been the low, the recent low. feels like guys are pushing it back to the ipo price. but yesterday, a sniff of an activist, you saw the stock rally back, and carl icahn said it's not him. why only one activist? see the action in the social media short. i think you can see a bounce. i'm hanging on a little bit longer but turning blue. >> i am long too, i wish i wasn't. >> would you rather a traditional memorial day? >> h

i'm kelly evans down here at the new york stock exchange. bill, it's been a sea of red. >> for the stock market. different story for the bond market where yields have come down. the 10-year treasury yielding for a time below 2.5% for the first time in about six months. that has the markets -- again, it's a conundrum if the stock market earlier had been signaling a stronger economy, why are yields in the treasury market going down which seems to signal a slowing economy. something we'll be kicking around a lot. >> it is the talk of the town. the dow jones industrial average meanwhile is off 168 points at the session low. we were off more than 200. a little bit of a comeback here clawing its way back anyway. still negative. meanwhile the nasdaq off .6%. or 25 points today. the s&p 500 shedding almost 1%, 17. right in line with the dow there. >> the russell 2000 has been the leader to the downside for much of this move lower. but today even though it was down 1.4% or thereabouts at one time, that has come back this afternoon. interestingly. the

i'm kelly evans down here at the new york stock exchange. bill, we've got an afternoon selloff, some pinning it to comments about interest rates possibly rising sooner than expected. heard from a lot of fed officials today. >> all kind of reasons why. we're going to go over. i'm bill griff et here at headquarters today. it all started south when the philly fed chair made bullish comments about the economy saying the fed may need to raise interest rates sooner rather than later. that is not what investors like to hear right now, of course, but you had bill dudley saying something slightly different and art cashin takes issue with all of that. all kinds of reasons why we're selling off here. >> kenny polcari is already shaking his heads. we've got investing legend bill miller coming up, bullish last month when he was on this show, so has that changed? we will find out when we ask him next hour. >> gee whiz technology for you as well, a usb port for your iphone and ipad, not exactly, but the maker of this device we're going to show you says his

and the ceo of rio tinto on the price of gold coming up on the second hour of "closing bell" with kelly evansr company. have a good weekend, kelly. >> thank you, by, and welcome to "closing bell," everybody. to round out this friday, i'm kelly evans, that is was closing bell and here's how we're finishing the day and the week. let's start with the trading session. a little bit of a rally just in the last hour with the dow going into the weekend adding about 46 points, just under 16,500. noult nasdaq, again, that's one we've been watching this week. it looks like it will finish up almost half a percent, 21 points or roughly all of that. the s&p 500 up .4 or seven points. the russell cues and we'll talk about what's happening in the bond space all week. joining me is steve wood from russell investment, elam and our very own sarah eisen and robert frank. steve, just so we can kind of throw you, haze you for the first time on the panel. what did we learn this week? >> i think we learned the markets are going to be volatile this year. when you look at equities speed, the russell 2 was up almost 39

i'm kelly evans. you hear cheers on wall street.s isn't the whoop whoop because we're finishing the day at all-time highs as investors pack up for the holiday weekend. no volatility but there have been gains. the dow adding 62 points, nasdaq adding 31 to 4185. its most recent high in march but it's the s&p 500, 1900 on the nose. where we're closing on this friday adding eight points in that represents a new closing high for the broad market index. let's bring in today's panel. joining me now cnbc contributor elan, sheila and dan greenhouse and carol roth and also with more on today's market action is "fast money" trader jon najarian. >> initial thoughts about the s&p at 1900, what do you make of it all? >> round numbers always make for good headlines but mean anything more than 1899 or 1901. i think the general rule here is that large-cap stocks have held up quite well, and despite the fact that there's been a focus on bond market rally and concerns about growth and a small-cap selloff, large-cap stocks are basically at a record hig

i'm kelly evans down here at the new york stock exchange.s been a sea of red. >> for the stock market. different story for the bond market where yields have come down. the 10-year treasury yielding for a time below 2.5% for the first time in about six months. that has the markets -- again, it's a conundrum if the stock market earlier had

i'm kelly evans here at the new york stock exchange. >> and i'm bill griffith.chnology stocks have been leading the market lower, today they are leading it higher, especially the nasdaq. both the averages -- the nasdaq and russell 2000 outpacing the dow and s&p to the upside just when many feared that the bias was for all four to head lower, right? >> so, in

i'm kelly evans here at the new york stock exchange where stocks have been down since the start. >> it is may, you know. >> yes. we were down three out of the last four days. >> going away. >> isn't it tuesday, or wednesday already? >> this is tuesday. actually an update. a down day so far. we're off the lows of the session right now, but this could be nothing if you believe david leonard, and he says it's overvaluations from the market and the headline in his column use the word bubble, and it lays out why stocks are expensive once again and david will join us to make his case on that. >> yes. >> that is coming up. one stock that isn't nearly as expensive as it was at the end of the year is twitter. it's getting hammered today, down more than 10%. just a few months ago, again, trading above $70 a share. now around 32 and sinking 16% today, so what is going on with twitter. >> the lockup ended. >> yes, indeed. we'll find out for you. talk a little bit more about who the sellers are and if there's any more value. >> we have a fleury of major earnings coming out in about an hour that cou

i'm kelly evans here at the new york stock exchange. >> welcome back. >> i was just celebrating the anniversary. >> yeah. >> for an extended bill. >> markets struggling to be positive on this first trading day of the week and didn't get much help from europe. european markets down on news from asia. >> theme that's been underplayed. not a lot of people on the floor or generally across the inbox talking about asia and general and when you look at the ten-year and wonder what's eating at it, that would be one of the real reasons why we haven't seen it do better. >> also watching these stories today. why did the target ceo have target on his back? a weekend board meeting, a sudden departure that takes effect immediately, so why now? target stock is down about 3% today on that news. many are asking is another shoe about to drop in that story? they will be reporting earnings on the 21st and i know expectations are not very high. >> that's true. >> also have some very special guests coming up offer the bell. robert benmosche will join us and then in his first of it v appearance since facebook acquire

i'm kelly evans down here at the new york stock exchange.ong day across the board on wall street. here is how we're finishing up with the dow adding 157 points. if this looks like a mirror image of yesterday, by the way, it is, the dow is strong, nasdaq adding 35 points and the s&p up to 1887. the blue chip index, up 150 parents, off its all-time high. let's get to the panel, josh lipton is in town. welcome, sir. sarah eisen and stephanie link and our own robert frank. for more on today's market action f-fun trader brian kelly. brian, you mentioned this in your note this morning saying you're worried about target, about retail, about the consumer and s&p more broadly. so then what's -- why today are we still so strong here? why didn't the market care about the fed minutes? why didn't it care about any of that and we just keep powering forward? >> the market keeps powering forward. i think a lot of it certainly has to do with -- you just had larry mcdonald on this hunt for yield so you certainly see some of the names that have big yields doin

i'm kelly evans here at the new york stock exchange. >> welcome back. >> i was just celebrating the anniversary >> for an extended bill. >> markets struggling to be positive on this first trading day of the week and didn't get much help from europe. european markets down on news from asia. t

i'm kelly evans down here on a monday. stocks up almost 2% at this hour. >> big comeback day.hort covering or whatever it is. good to see for the bulls here. bill griffith. green arrows to start the week and gains for the dow. yes in all-time high territory for both the dow and the s&p 500. could join in that rarified

i'm kelly evans here at the stock exchange where today any close higher for the dow or s&p 500 will markall-time high. i think as we stand here, this is an all-time intraday high. >> so far so good, and we're watching those markets and these stories as well. i mean, the stock market may be going strong, but what about houseing? that's what a lot of people are asking. our own ron

i'm kelly evans here at the new york stock exchange. >> i'm bill griffith.ind of hovering at this point. we are close to all-time highs. of course, for the s&p, any gain for the s&p would be a new closing high. the dow needs roughly 40 points right now to the upside to achieve a closing high, but we're down nine right now. >> yeah. i mean, again, this would be the third day in a row that we close at a record high for the s&p. we'll see what happens. also a big day on "closing bell." a couple of excluve

i'm kelly evans down here at the new york stock exchange.ve got an afternoon selloff, some pinning it to comments about interest rates possibly rising sooner than expected. heard from a lot of fed officials today. >> all kind of reasons why. we're going to go over. i'm bill griff et here at headquarters today. it all started south when the philly fed chair made bullish comments about the economy saying the fed may need to raise interest rates sooner rather

i'm kelly evans here at the new york stock exchange. >> and i'm bill griffith.tching these markets back away from all-time highs. the dow is setting lows for the session right now, down 85 points. the s&p is down about seven points, and the nasdaq is down 22. not a huge selloff, but we are backing away here. >> if you want to talk about huge, it's what's happening in the treasury market today. >> yes. >> or what we should say is a culmination of what's been happening in the treasury market. a week or two ago everyone was saying it's a big

welcome to clefnl i'm kelly evans down here at the new york stock exchange where indexes are moving in directions. >> and we've got really two different markets going on here, something you don't see very often. i mean, take a look at dow and the nasdaq. the industrial average up over 100 points, has been for much of this day. the nasdaq is actually well off its low of the session. it was down 59 points at the low, so they are going in

i'm kelly evans down here ot the new york stock exchange. bill, are you back at headquarters?ing radio right now. i'm back at hq at the moment. we're watching this market, which early on we were in all-time high territory for the dow jones industrial arch. but we he have since pull back rather dramatically just in the last half-hour or so. the dow at its peak was up 118 points. or

i'm kelly evans here at the new york stock exchange. >> i'm bill griffeth, back at the new york stocke. >> good to have you back. >> market looking to extend the gains made yesterday. we will get through the final hour of trading. >>> plus, we're following a lot of stories today. i mean the market's kind of quiet, as you can imagine. but there are so many stories surrounding this market. what exactly is the fed's plan to get o you the of the market without losing control of interest rates right now? what if we told you they aren't rely

i'm sarah eisen in for kelly evans. bill griffith is going to join me here in a moment. finishing out the day, the last trading day of the month of may on wall street. 16,714, just below a record high on the dow jones industrial average. 16,715 which would been the record high, but, still, finishing out in the green. the nasdaq composite is lagging behind, but, still, it has been the outperformer on the month. the s&p 500 hitting another record high and closing above at 1923.42. let's get straight to it with today's panel. andrew sullivan from sullivan law offices, cnbc contributor jon najarian and dominic chu and robert frank out at headquarters and with more on today's action "fast money" trader brian kelly. brian, the bull market marches on here heading into june. >> it certainly does. it doesn't seem like there's much that can stop it which, you know, the trader in me wants to take the other side of it, but it just does not pay at all. the market keeps marching higher. the economic news was fairly good, chicago pmi much better than expected and michigan confidence st

i'm kayla tausche in for kelly evans. >>> we were looking to beat 1,91 r 1,912, the dow up 65 points. an interview with reed hastings here on cnbc where he made a lot of news and brought a lot of bulls out in the markets today. we want to bring in today's panel, our own simon hobbs, cnbc contributor carol roth, our own sharon epperson joins us as well. also with us for more on today's market action, "fast money" market trader jon najarian. >> dr. j, what happened today? >> i think overall, bill, it is just continuing to climb higher after draghi's inevitable announcement next week. i say inevitable because i think we all believe he is going to cut those rates. that's one of the reason our bonds are going lower. the gdp re-adjustment was another reason. i think overall there is a number of positives out there. more people are looking at the glass half full than half empty today. >> i did see you shaking your head, simon, about the ecb cutting rates next week? >> i think the ecb will cut rates the next week but i'm not sure we're going to get qe. i am absolutely mesmerized by what's hap

i'm kayla tausche in for kelly evans.oin me in just a minute. >>> the dow finished down 23 points, that's off the lows of the session. nasdaq holding on to a 13-point gain. s&p down by less than one point. avon products, the worst mover on the s&p 500. we want to bring in today's panel, cnbc contributors carol roth and josh brown, our own sharon eper southern. also with us today is john tapper from bar rescue. for more on today's markets is "fast money" trader guy adami. guys, welcome to today. seems like it was a relatively quiet day of trading. not that much to write home about. josh brown, i know you can always find something colorful to say about this market. >> i think the biggest thing that's going on right now, we cannot figure out the bond market. bonds are still on fire. tlt just took out a high that hasn't seen since 2013. according to the cftc, short positions in the 10-year bond hit the highest level they've been in four years. everyone is leaning the wrong way. utilities are ripping. it is just a very bizarre

in the meantime, let's send it over to kelly evans and "squawk alley." >> thank you, sarah.ing. it's 8:00 a.m. at hewlett pack headquarters in palo alto, california, headquarters. in for carl today and "squawk alley" is live. ♪ >>> and welcome to "squawk alley" on this friday morning before memorial day weekend. a long weekend, but already a busy morning here. joining me, jon fortt, kayla tausche, or should i say, i'm joining you really? it's good to be here. >> we are excited to have you. >> yeah. >> a lot of fun here, and thankfully, you can be a part of it, too. >> we have to start with hewlett-packard right away. shares up 6%. they started down this morning, but in rally mode. here's the chart. hewlett-packard trading at 33 and change, up almost 6%. the company said it would eliminate between 11,000 and 16,000 jobs as part of its restructuring plan. hewlett-packard posting earnings yesterday, and here's ceo meg whitman talking about the cuts in an exclusive interview this morning. >> so while no one likes to reduce the workforce, this will be good for our customers, and