. >> they are the number one smartphone maker and you have lenovos biting at the ankles. what do they say about what is to come in the year ahead? >> when we see the management reshuffle happen, we expect the announcement. samsung has not commented on that. we are expecting big changes in the division. they have taken steps for growth and plan to cut the numbers of models produced every year by a third next year and focus on products that they have a more competitive edge on. they transferred members to other divisions where they saw more growth in the future. >> the latest on the samsung. dawn ofthe ninjanomics. they didn't see it coming. morell examine that and when asia edge returns in a couple of minutes. , jpmorgan.me now you were talking about the interest rate cuts and let's talk about japan for a moment. , what you think about what he is doing? >> the economy is in stagnation and the inflation has not returned so that target will 1% and theirout long-term structural demographic issues, we know about. japan is challenging. world andround the you see the divergence

lenovo is trying to break into the global smartphone market but it is being overtaken by xiaomi.ue in his estimates of $10.5 billion in the quarter. the shrinkingas pc market and swelling growth in china. let's leave it on companies. i tell whether german companies reported earnings this morning. in most categories, they beat estimates. nichols joins us from berlin to make sense of them. the macro data is not so good, the corporate data pretty good. >> there may be a lag between corporate and macros. overall, pretty much all of these companies, siemens, deutsche telekom, commerzbank, adidas, beat analyst estimates. that means they can continue hiring. , unemployment unexpectedly dropped last month. it means these companies can be prepared for any sort of storm. deutsche telekom is the most interesting to me. they have the first time returning to profit in europe for the last two years. the added subscribers from their u.s. division at t-mobile usa. that is an interesting move. siemens did have to book a charge on win transmission. they came in at analyst estimates. commerzbank di

aside from apple, is it xiaomi or lenovo? >> less corner, xiaomi broke into the top five. 212% growth year-over-year. now they have shown me, apple is as well a significant competitor. primarily in mature markets for that most profitable customer. but samsung is one of these companies that fillets their products all over. they have many products for many different parts of the world. i would argue they need to start consolidating those products. come up with more iconic products. they can start winning back that most profitable customer. let's not forget one of the reasons they are losing shares because apple was so late with their product cycle. now that apple is out with larger screen products, samsung is really feeling the pinch. >> sam, how often do samsung do reorg's like this. on what is this based is happening in the market right now, how much is this just happened at samsung? >> the company is constantly moving large numbers of people around. they recently announced they will ship off some hundreds of engineers from o

this is the new lenovo yoga with the intel core i5 vpro processor.ines the productivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] >>> jimmy fallon and justin timberlake back at it for apple. that was one of two new ads. >> definitely anger at some of the hard core gamers at least in terms of what they are saying on reddit. >> they don't have a sense of humor? come on. >> i think they definitely had to have used hand models. >> and a good week for fallon. >> yes. >> good thanksgiving to you both. and to you. we'll head to melissa lake who's got the half. >>> welcome to the halftime report. the starting lineup. steve weiss, josh brown, jon najarian, and steve grasslo. stocking stuffer trades. people buy a lot of gifts at amazon and apple during the holiday season. are t

is it lenovo? > last quarter shaumi had 212% growth year over year. so you see that now all of a sudden they have shaumi. apple is as well a significant competitor, primarily in mature markets for the most profitable customer. samsung is one of these companies that if i lays their products all over and -- fillets their products all over. i would argue they need to consolidate their products, come up with more iconic products so they can start winning back their profitable customer. one of the reasons they're losing shares is because apple was so late with their product cycle. now that apple is out with a larger-screen product, samsung is really feeling the pinch there. >> sam, how often does samsung do big reorganizations like this? didn't they do one at the end of december? how much is this really based on what's happening in the market right now, and how much does this just happen at samsung? >> you're absolutely right, emily. the company is constantly moving large numbers of people around. they just recently announced they're going to ship off some

i think lenovo with the server asset will be b on the dynamic. let hp have the share loss issues they have in the couple of years when they try to do the same process. i think the issues will be muted, but you have to worry that it happens again. >> with dwrout being a concern, where should this stock trade on a multiple bases? at 11 times next year's numbers, this is a $45 stock roughly. is? you could probably trade at a higher multiple to peers. that's really what it comes down to now. >> absolutely right. but you could look at the p as well. on the revenue declines, accelerate next year, if that happens, i'm not sure how you give it a higher multiple. not to mention they make a lot of free pcs and that will start to disappear as pcs decline. >> why can't the growth be with 3 d printing since every other start up can't scale the way hewlett-packard can, why can't that be the growth going forward and if the tail subsides in the pc business, maybe the enterprise group picks up for the other side of the equation. >> yeah, on the 3d side, it could

this is the new lenovo yoga with the intel core i5 vpro processor.mbines the productivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] >>> on this hump day it is time for a pre-gobble gobble turkey day final trade. tim. >> al burton, very thankful for a beautiful wife and kids. >> dr. j. >> xle puts, i bought them today. very thankful for you. >> i'm thankful for all of you sitting next to me. hump day. guy, i would bye some slv as my final trade. gobble that up. >> big short interest in that pilgrim's pride, perfect ppc. part of the song. >> yes. >> my country z. >> my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to crammerica. my job is to educate you and teach so call me or tweet me at jimcrimer. tonight i want to talk to you about the big picture, abou

. >> talk about lenovo's new phones, what are you saying? >> the, jami.hink that is how you say it, right. it's a big competitor for them. but i don't think they're in any immediate danger. that cash pile certainly is nice. we anticipate that they will continue to buy back shares given that so much cash is probably offshore as well. david: here are the top companies -- liz: here are the top companies by market cap. you know this, cheryl. of microsoft took over by capital. two technology behemoths, iconic names in here. sticking with apple, here comes the iwatch. will be a little late, not for the holiday season. >> problem for them. liz: what will it do for them. >> so much from a product perspective as we follow every single big news announcement coming out of northern california the iwatch was a bit of a stumble and they will not make the holiday season. to your point about the iphone and iphone 6, a lot of their products are starting to converge. we still see a lot of desktops being sold because they have the cloud. all the operating systems are compat

this is the new lenovo yoga with the intel core i5 vpro processor.ivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] and i quit smoking with chantix. i had tried to do it in the past. i hadn't been successful. quitting smoking this time was different because i got a prescription for chantix. along with support, chantix (varenicline) is proven to help people quit smoking. the fact that it reduced the urge to smoke helped me get that confidence that i could do it. some people had changes in behavior, thinking or mood, hostility, agitation, depressed mood and suicidal thoughts or actions while taking or after stopping chantix. some people had seizures while taking chantix. if you notice any of these, stop chantix and call your doctor right away. tell your doctor about any history of mental health problems, which could get worse while taking chantix or history of seizures. don' take chantix if you've had a serious allergic or skin reaction to it. if you

ncent,ong stocks, te lenovo and other interesting targets for mainland investors. , and the hongda kongnge which is up over 1%. that seems to be a fairly common theme. you look at the picks from other brokerages as well. bnp, you are also looking at tencent in there. automaker,ing at the dairy, i could go through the list but we would be here all morning. we will continue to watch what is happening across the markets. a fairly momentous moment in hong kong. >> the stock connect together's momentum. latest growth figures out of japan, not such good news. contraction taking place in the third quarter. we were looking for 2% plus growth and we got 1.6% contraction. >> we are in a recession, basically. expected gdp to move into positive territory. >> in the previous quarter, they had to revise the contraction even worse. >> it was -1.6% the previous -1.4%. and now annualized, that would be -1.4%. it was a rebound from that 7% contraction. >> that was actually revise even worse. does this mean we get a snap election? >> also questions there. basically, we had heard top government officials s

he's already met the hats of the corporation and -- heads of the corporation and lenovo.na was the largest market. >> opportunity where somebody would like the technology and somebody could use some of the technology and products and all of that is not really friend at this point. i am looking at this market and i know it is important to this market. i know privacy probably will get more and that is what we do best. obama. president barack and vladimir putin greeted each other briefly after the apec summit in beijing. the u.k./eu and united states have directed to tighten -- have sanctions to tighten against russia. what does it mean for the economies involved? jointly is full of sure. -- joining me is philip shore. the economy grew barely. what does an escalation of tensions between the west and -- andme for primarily russia mean for primarily the economy? >> for the eurozone as a whole, it should not be a huge impact. eurozone exports to russia are under 3% of total exports. fundamentally, it is not huge. if you go to specific economies, that is different in particular

this is the new lenovo yoga with the intel core i5 vpro processor.t combines the productivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] to build something smarter. ♪ some come here to build something stronger. others come to build something faster... something safer... something greener. something the whole world can share. people come to boeing to do many different things. but it's always about the very thing we do best. ♪ >>> car throttle is one of the fastest growing channels for young car fans. >>> the buzz feed for cars be tech crunch earlier this year, we're now going to bring in the founder and ceo of car throttle. you've seen so much interest from your site, car throttle. why cars? why do you think that's been able to be such a hot topic for investors and consumers out there? >> well, we recognize that there's a large space within automated media. we basically preferred to target the next generation of big car fans, the 18 to 25-year-old

this is the new lenovo yoga with the intel core i5 vpro processor.mbines the productivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] from fashion retailers to healthcare providers, jewelers to sporting good stores, we provide financing solutions for all sorts of businesses. banking. loyalty. analytics. synchrony financial. engage with us. let's cross over to seema in dublin at the webb summit who has a very good guest. >> absolutely, wilfred. we're joined by the chief operating officer of boss, dan levin. thanks so much for joining us. >> delighted to be here. er. >> big picture, there aren't going to be corporate data centers in 20 years. every worker on the planet is going to need a solution. >> at what point do you think everyday consumers will be using the cloud and accessing it? >> evidence consumers are using the cloud now with icloud, services from google and microsoft. but it's really in business that we're seeing an explosion of value bei

this is the new lenovo yoga with the intel core i5 vpro processor.it combines the productivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] >>> 5:30 a.m. in new york. welcome to "worldwide exchange." i'm seema moody. >> and i'm wilfred frost. >> five straight weeks of gains, this after the shanghai hits a high after china leaves the door open to further wage cuts. >>> and alibaba over facebook. russia's richest man tells cnbc he wants to invest more money in the chinese e-commerce giant but he says he's less confident on one of his earlier bets. >> i admire facebook but you cannot make everybody. you have to keep this for somebody else. >>> the west is looking to iran's nuclear deal but official says they will try again next month. >>> and tensions are high in ferguson, missouri, as many await the verdict as to whether the police officer purposely shot michael brown. >>> if you are just tuning in, thank you for joining us on "worldwide exchange." th

this is the new lenovo yoga with the intel core i5 vpro processor.ctivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] get to the terminal across town. are all the green lights you? no. it's called grid iq. the 4:51 is leaving at 4:51. ♪ they cut the power. it'll fix itself. power's back on. quick thinking traffic lights and self correcting power grids make the world predictable. thrillingly predictable. >>> clearly an allout battle for money in retailers. but which tech giant will be able to best predict when we need to restock kitchens or bathrooms with the basic and what your basics are so they can auction off that information in real time to the highest bidding consumer product supplier. weighing in an analyst. at the heart is google express of course. a lot of viewers won't be aware what they are doing there. but they have expanded the number of cities they serve. >> it's all about data. and getting data about consumer shopping behavior. they a

this is the new lenovo yoga with the intel core i5 vpro processor.he productivity of an ultra book with the touch benefits of a tablet. and it's custom configured by cdw. so we can stop doing this? my head hurts. [painful grunts] >>> take a look at s&p telecom sector, falling sharply, down more than 1% in a mixed trade. dom chu with more on what is moving in telecoms. >> look at it, by far and away, telecom the weakest sector in the s&p 500 today. verizon one of the biggest lag ards after cut from a neutral to prior buy on higher than expects values in ongoing spec trumg option, implying higher separating costs from mobile operators. at&t, frontier, wind stream losing ground. look at at&t and verizon, those citi analysts said that verizon the concern is possibly slowing wireless growth. those big telecom stocks ones to watch in today's trade. >> $34 billion apparently. thank you, dom. over to rick santelli for the santelli exchange. life in chicago. >> hi, simon. i'd like to welcome professor john cochran, university of chicago. one of the op-eds he'

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