lee steinberg, thank you so much. >> thank you. >>> up next, another look at twitter, having one of itsys in a long time. we're back in just a moment. any more "squawk alley" is now on snapchat. we'll show extras and instant content you can't get anywhere else. plus, some behind the scenes snaps. you can take a photo of the qr code on air right now, and our twitter account, also at "squawk alley." you can also get it on our facebook page, and maybe if we're lucky, more tips from john fortt. >> yeah, maybe. if it's a good day, you want those tips. on a bad day, not so much. >>> meanwhile, the markets are gaining ground, despite a big drop in oil overnight. with that, we'll send it over to scott wapner and the half. ♪ >>> all right, guys, thanks so much. welcome to "the halftime show." steve weise is here along with john and pete najarian. and with us onset, tom barrett, founder and executive chairman of colony capital and the chairman of mere amaximum films. tapped out is the high end consumer packing it in. one wall street analyst thinks so and is downgrading several stocks today. we sp