says in a regulatory filing that ceo marisa mayer's 2014 compensation clocks in at $42.1 million.t's an increase over her compensation of $24.9 million in 2013. again, according to a regulatory filing. to put that in context, yahoo's shares were up the 25% in full year 2014 so it appears as though marisa mayer's total compensation rises. back over to you. >> thank you, dom. karen? >> i think you have to back out alibaba. that was an asset they had before she got there that they had no control in over the short term so it seems one should back that out in which case compensation seems on the high side. >> on the high side. >>> time for the chart of the day. look at the u.s. ten-year treasury. yields ripping higher amid the global bond selloff. how big a threat are higher rates to stocks? you're looking at this today. >> well, yeah, i think this was the story of the day, we saw coming into the u.s. session german yields were really jumping and there was because some of the economic data in europe got better so people started to unwind these trades. that started the flowover to the u

liz: jordan, if i see one more headline, quarter after quarter is honeymoon over for marisa mayer, ceo, part of that is a this was not a good quarter. >> how the stock reacts to the news. not a favorite company. but for a miss doesn't look like it is getting hard. the chart looks like it is bowing higher. you know how selective i am. it is not on my list, for a miss to see it down a dollar that is actually showing some strength. david: all right. todd horowitz, one of the weird things about yahoo! they traded in all the alibaba stock worth $16 billion for the tax-free entity, some called spin company. shows you two things in my mind. shows you perhaps the stock is overvalued, both yahoo! and alibaba. the tax structure in this country is so screwed up the only way you make money creating a non-profit entity. >> now that is the truth because, we are so screwed up with what we're doing. of course we've seen that, in a number of companies but yahoo! being one of them. they have been able to get away from all these things. it makes absolutely no sense when you really look at it. that is the

until marisa mayer tells us it's hard to know. >> at this point,ali baba spin is all out there bejoinedat's in the stock, why they should own yahoo, and what the value is beyond that they've got a lot of cash as well. they have to start using it in? way that's helpful, that's efficient. >> yousef i want to turn to you. where do you find the most potential up side in the universe you cover. >> it won't be -- we think it's going to be probably more on facebook, it remains our top pick. we see there's a number of things helping short term you're seeing more and more video ads in the news feed. you know the format is coming at a higher practiced, and the ad load for videos this quarter has gone up. longer term at least three vet -- instagram probably in 2016 whatsapp, and messenger. >> you look at the nasdaq it's done well but qualcomm is down about 15%, a huge disappointment for its investors. when you look look at it, any i'm of a turnaround? >> we don't seed one right now. the stock got pressured last year because of the regulatory issue. the more recent issue is by samsung to go interna