live from the nasdaq market no, sometimes square i'm melissa lee. let's get straight to our top story. volatility in full force. the broader market seeing big swings for the final day of january. the dow, s&p, and nasdaq all down at session lows. finishing the day well off their lows. finishing down only 149 points. s&p down 11 and the nasdaq down 19. this month alone you should know the s&p slid just under 3.5% making it the worst january since 2010. and for the week it seemed like a terrible week, but really the indices were basically flat on the week. >> listen. we had a lot of big swings. 150, 200 points this morning. so the volatility certainly back. i for one don't think this is actually over. there's a lot of digit things on in emerging markets. tim said this a bunch of times. you can't paint them with the same brush but that doesn't mean the imbalances have changed. they need to be corrected. now that everybody has focused on these balances, they have to be tough. >> this is also the last day of the month. that has something to do with it. >

. >>> melissa lee, it's wwe today. >> it's starting its own online channel. we'll talk to the cfo of wwe. this talk about wrestling, we have wondering if we had wrestling names, what would they be? >> i'll tweet you some suggestions. >> yours, kelly, would be -- drum roll -- lush frost. >> it sounds like a nice paint color. >> over to you guys. >> all right, thanks. "fast money" starts right now. i'm melissa lee. here's tonight's lineup. target's credit card breech gets worse. a buying opportunity for investors? >>> tesla shares getting burned on the company wall chargers. plus the biotech stock that won't quit, up 500%. we got a top analyst to tell you which company could be the next intercept. let's get straight to our top story a confused market, the s&p and nasdaq ended the day higher the dow slid. 74,000 new adds. so, if today's muted action is any indication is no longer on jobs, where should investors be looking to next? >> i think confused is actually the right word for this market here, earlier in the week, i got short the s&p market. the market was

i'm melissa lee. thanks so much for watching. website and also check out our daily segment inside fast money at 5:40 eastern time. have a great weekend, stay warm, everybody, see you back here next friday for more "options action." >> announcer: the following is paid presentation for focus t25, brought to you by beachbody. >> [ echoing ] it's about time. the number-one people have for not working out is they don't have time. >> i have four kids. >> i work 60, 70 hours a week. >> i don't want to work out for no hour. are you kidding me? i don't have the time. >> announcer: no time to work out? no problem. introducing focus t25, the breakthrough in-home fitness program guaranteed over an hour's results in only 25

i'm melissa lee. here's tonight's lineup. technology takes center stage. the nasdaq closing at a 13-year high. and google, on the prowl. could the tech giant be looking for more acquisitions? we have the ceo of the company looking to automate your home. >>> and breaking just moments ago, general motors declaring a dividend. should you be buying the stocks right now? let's get to our stop story. technology in the market. partying like it's 2013. and the big winners of last year are keeping the party going. big cap tech, social media, solar, all leading the way. you made this on a conference call. >> today, we're talking and looking at the screens. that's what looked for last year. and 3d printing. we had two disappointments. but the other stuff continues to work. why is it continuing to work? we saw yields come down here. some of the cap tech names that drove the rally today have healthy dividend yields here. intel at two-year highs here. a 3.4% dividend yield. and the ten-year's back below three. maybe it looks attractive. >> that's exactly what i think it

melissa lee, what's cooking? >> talking all about the deals. we get the latest from our reporters on charter, time warner. and also, you are talking about google and nest. big play on the internet of things. we'll tell you how to trade it. there aren't too many publicly traded companies. google getting upgraded in after-hours session. we'll tell you if this changes the landscape. >> over to you guys. >>> "fast money" starts right now. live from the nasdaq market site in new york city's times square. i'm melissa lee. what happened in the markets today? the broad sell-off across the board. with the nasdaq the biggest loser. and just breaking, moments ago, google making a $3 billion acquisition. we've got all of the details for you. >>> plus, an under-the-radar biotech play that has three new products in the pipeline. our traders are team seymour, brian kelly, josh brown, and guy adami. dennis lockhart said he will continue to support the bond buying program over the course of the year. the dow, the s&p, the nasdaq ending the day down more than 1%

melissa lee -- we lost nathan. what are you talking about? >> when you're on a plane, you love wi-fi. who doesn't? we're going to be speaking to the ceo of go go. hit the skids in the beginning of december. down 30% from its high. we'll talk about what's happening with the stock, where he is expanding and the competition he's facing head-on from the likes of a jetblue. >> a lot of people using it to watch netflix. >>> "fast money" starts right now. i'm melissa lee. our traders are dan nathan, don me jaren, josh brown. and carl icahn revealing a stake in ebay. we start with netflix. the stock is surging right now in the after-market. but the conference call is starting right now. magic number, subscriber growth. guy? >> well, yes. i'll tell you the magic numbers. >> yes. >> it's the international growth. that's really where they're picking it up. and that's why the story is still viable to me. that's why we've been so bullish on the stock as long as we've been bullish on the stock. people want to shoot against it on any number of metrics. valu

live from the nasdaq markets in new york city's times square, i'm melissa lee. jetblue's chief operating officer will join us in a few minutes. the airline cancels hundreds of flights because of the weather. find out what he has to say. and wireless wars. at&t is trying to lure tmobile's customers with cold, hard cash. we have the ceo from at&t mobility, live. and targeted by blackberry. a start-up by ryan seacrest is at the start of a new lawsuit. we'll talk about how he plans to fight back against blackberry. team seymour, brian kelly, josh brown. let's get to our top story. it is the third day of trading in january. and stocks are closing in the red for the third-straight day. is this painting a picture. it started in china, tim? >> china ism for nonmanufacturing. their service business is not usually what we're looking at for clues from china. people when they're looking to push china down, they will use any data points. this is not the data points you worry about. people are concerned about they're trying to root out shadow banking. there's headlines on tha

is melissa lee joining us? no. i don't know. melissa lee, "fast money." >> they're so busy with the anniversary. >> one person who won't be on "fast money." >> she will be watching. the special edition begins right now. >>> the nasdaq markets in new york city's times square. >> seven years of "fast money." >> it's beautiful. >> seven years of investing. >> seven. >> and before twitter went mainstream. text us at 62288, enter the word fast and your message. and myspace was still cool. >> are you ready to update your myspace page? >> through the worst of times. >> this was a difficult week. >> and the best of times. >> everything to be thrown at this market it shrugged off. >> i think global growth is what this is all about. >> tonight, the lucky 7 trades for your portfolio. >> number seven. that's my lucky number. >> and the seven deadly trades to avoid. >> seven deadly sins, captain. >> "fast money" starts now. >> welcome to a very special edition of "fast money." tonight, we are celebrating our seventh anniversary on the air. w

melissa lee, what is happening? >> from brothels to robots, kelly. you're probably thinking, i wonder how many global industrial robots there are, right? >> exactly. >> yeah. record-highs. did you know that? record-highs. >> that's not going to help, melissa, with the situation -- we talk a lot about wages, about employment. >> exactly. >> but it will help manufacturing. and it will help the makers of the robots. we're going to give you the rise of the machine trades. >> all right. >>> "fast money" starts right now. live from the nasdaq market site in new york city's times square. our traders are tim seymour, brian kelly, karen finerman, and guy adami. we have someone who says buy best buy on the dip today. it crashed after reporting ugly holiday sales numbers. it's the latest in a series of numbers that have dropped bombs in the past but years. and stocks have suffered because of it. let's start off with best buy first. this is the fourth time, the fourth time best buy has lost about one-third of its market cap in a single trading session. >> this w

vilible here. >> i'm melissa lee. thanks for watching.omorrow at 5:00 for more "fast money." in the meantime. >> "mad money" with the one and only jim cramer, starts right now. >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there is 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 cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain you but to educate you. call me at 1-800-743-cnbc. sometimes markets go up because a bunch of negatives that are supposed to happen somehow fall to materialize. i think that's what's behind many of the movements in

. >> i'm melissa lee. your traders are -- facebook just reporting earnings moments ago. strong mobile ad growth is sending shares higher. julia boorstin has got clues exclusive comments from carla samberg. that's coming up. we've got bob monitoring it in studio so we can trade it live. the s&p now down 4% for the month. today's selloff sparked by more concerns about the emerging markets and it continued as the fed announced it would taper by another $10 billion. guy adami, you sad here yesterday. we watched the markets, the futures, eem move high owner the back of turkey's central bank decision. that faded today. all the banks that raised rates, all that faded today. here we are. >> but today would come in, i thought we'd hold, basically flat line around that level all day. tomorrow. then i said friday would be the critical day. so 1765 has been my line in the sand. think the good news for the bulls is that it happened today we had this flush. i think today you're going to see that relief rally. i would be shocked if tomorrow we went down to 1765. friday is critical. i r

i'm melissa lee. there are three people who couldn't brave the snow.heck out the banks, and look at bank of america, busting out the five-year high. is it too late to get into the names? can they continue the run this year and citi lit a fire under the bank of america shares yesterday. >> yeah, the stock is up 5% in straight line, it acts really well. technically, we have a couple of charts, when you look at it breaking out like that on gold volume, the moving average is trending higher. there's no resistance overhead here. as we come into the next two weeks, wee get a lot of earnings and when we get the outlook for 2014, in a lot of the banks. but put it another way. you know, some of the banks are consolidating. when you look at citi, it's traded between the high 40s and the low 50s since the spring. others don't look like so great. but to me i think there are other ways to play it. i like the banks who have absorbed the idea of the tape pretty well and they have some legs. >> mike, i'm wondering if you think the run we saw in 2013 across the board i

. >> i'm melissa lee. thanks so much for watching. for more "options action", go to our website.fast money." meantime, have a great weekend. we'll see you back here next friday at 5:30 eastern. don't go anywhere. "mad money" with jim cramer is up next. >> female announcer: the following is a paid presentation for the new zumba incredible results system featuring the new zumba rizer brought to you by zumba fitness. >> zu-- zu-- zumba! [ cheers and applause ] [ cheering intensifies ] [ latin music plays ] >> male announcer: get ready, because the number-one branded fitness program in the world is better than ever. that's right. we've taken zumba to the next level.

melissa lee, you guys have an exclusive interview, 3-d systems. >> they made a big acquisition today which gets them into the toy entertainment industry. we'll talk to the ceo. kelly, this has been a high flying stock trying to reach the consumer market more, maybe that's something you can do when you're snowed in this weekend. >> i was going to say. tell them we want them to print out some snow shovels. over to you guys. >> thanks a lot. have a great weekend. fast money starts now. live from the nasdaq markets in new york city's times square. here's the lineup. shares of twitter, up again today, gaining 8% so far in 2014. will it be the year of twitter? we break it down with the top analysts who says it's time to buy. it's bitcoin's fifth birthday today. we'll look at all the gifts the digital currency received. plus 3-d systems makes an acquisition taking a step in the entertainment business. we talk to their ceo. our traders, tim seymour, brian kelly, josh brown, and guy adami. first, breaking news on liberty media and sirius xm. let's go to julia for the latest. >> proposing maki

. >> our time has expired i'm melissa lee thanks for watching for more options action check out our webnside fast money every day at 5:40 p.m. eastern time. have a great weekend, >>> 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 cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to entertain but to teach and educate, so call me at 1-800-743-cnbc. . as the first day of the year goes, the second day doesn't? that's the thesis i'm operating on. better than i heard yesterday when the experts

i'm melissa lee. thanks so much for watching. we'll see you again tomorrow for more "fast" at 5:00. don't go anywhere. "mad money," with the one and only jim cramer, starts right now. >>> 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. h hey, i'm cramer. welcome to "mad money." other people who make friends, just trying to save you money. call me at 1-800-743-cnbc. this was a terrific day for the stock market in general. the dow climbing 110, s&p 1.13%. nasdaq dropping 1.7%, but it was a better day for the social, mobile and cloud stocks, namely facebook and google and because the gains came so fast and furious today, we should waste no time and get right into them. let's take facebook after last night's report. simple fact of facebook is that it's the fastest growing big capitalization stock of america because it is surfing the fastest growing theme of america. social, mobile the cloud. this is a company that owns the young person demogra

. >> i'm melissa lee. thanks for watching. we'll see you tomorrow at 5:00 for more "fast." "mad money" starts right now. m with jim cramer starts right now. >> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always somewhere and i promise to help you find it. "mad money" starts now. >> hey i'm cramer, i'm trying to save a little money. call me. few groups matter as much to the stock market as the rea tail sector. the visibility, the universal appeal of the group, everyone shops in this country. can impact the entire psyche of investing because when retailers weak people assume the whole market is weak too. something again happened with the dow falling 65 points. yes and nasdaq, .09%. not a lot of retail on the nasdaq, therefore trying to figure out what the heck is going on in retail and determine whether it's right this group should be having a big impact as a whole. these are two different questions and need to be addressed separately. let's deal with the proximate cause, the elephant in the room. the very poor numbe

we i'm melissa lee. see you tomorrow at 5:00.w. >>> 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. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you some money. my job is not just to entertain you but to educate you so call me at 1-800-743-cnbc. it's obvious that we have a bad year coming, right? isn't that what the stats say when you start off a

. >> i'm melissa lee. thanks for watching. see you back here tomorrow at 5:00 for more "fast money." in the meantime. >> "mad money" with the one and only jim cramer, starts right now. >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there is 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 cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain you but to educate you. call me at 1-800-743-cnbc. sometimes markets go up because a bunch of negatives that are supposed to happen somehow fall to materialize. i think that's what's behind many of the movements in today's terrific session. the s&p climbed and the nasdaq jumped up. let's start with the most sal yent positive that was a negative, the banks. here's a group that's a largest part of the s&p 500, the financials that is not supposed to be going higher. they always seem

i'm melissa lee. our traders are dan nathan, don me jaren

>> i'm melissa lee. thanks so much for watching. we'll see you back tomorrow at 5:00 for more "fast." don't go anywhere. "mad money" with jim cramer, starts right now. >>> 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 try to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you money. my job is not just to entertain you but educate and teach you. call me at 1-800-743-cnbc. it is all happening right now in realtime. it's happening unfolding at the speed of light! yeah. that's how this year feels so far. and it is shocking people. catching many of them unaware. including today. nasdaq .41%. just think of these amazing arcs we're having. arcs that are all unfolding as the news comes out. many of them at cross-currents with what was the conventional wisdom a few weeks, days, or hours or maybe today minutes before. cas

. >> i'm melissa lee. thanks for watching. see you tomorrow at 5:00 >>> my mission is simple -- to make you money. i'm here to level the playing field for all investors. that's always a bull market somewhere. i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. do you want to make friends, try to save a little money, my job is to make you fathom that the heck is going on. so call me at 1-800-743-cnbc. where have all the sellers gone? short time passing. where have all the sellers gone? short time ago. pete seger who left us yesterday at the abge of 94 would puzzle this. s&p jumped today, and the nasdaq advanced 0.3%. where have all the flowers gone seems well suited because the sellers just went up and disappeared today. this despite a horrendously weak home sales numbers and they have been a big driver of the economy. i have marvelled at how the stock market has so little memory from day to day. buy buy buy. take google. at one point, it was down 41 bucks. i

i'm melissa lee. thanks for watching. see you back here tomorrow for more "fast." meantime, >>> 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 cramerica. people want to make friends. i just want to make you a little money. my job is not just to entertain you, but to teach you. call me at 1-800-743-cnbc. oh boy. we've got it. we have our first crisis of the year. we are handling it ast terry as you would expect. given that it's unexpected with the dow free falling. the nasdaq down .9 and s&p down .57. i'm talking about the perspective chinese credit collapse. and we have all dethe sided it can reverberate into any company with exposure to china. ford, coach, boeing, goldman sachs. the thing is all crises are pretty much the same in the post great recession world. there is the initial shock -- holy cow! there's problems in the chinese banks! which shouldn't be much o

we i'm melissa lee. see you tomorrow at 5:00. "mad money" starts right now. >>> 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. i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you some money. my job is not just to entertain you but to educate you so call me at 1-800-743-cnbc. it's obvious that we have a bad year coming, right? isn't that what the stats say when you start off a bad day like today? s&p sank 0.89%. nasdaq down 0.80. it's obvious as the other wills that kept you from winning last year. now, let's think about this together. in many ways 2013 was the most obvious of years. obviously meant to be negative that is. investors were obviously fearful of anything from washington. including smaller changes in taxes set at the beginning of the year to stop us from falling off to fiscal cliff. that many thought woul

. >> i'm melissa lee. thanks for watching.w at 5:00 >>> my mission is simple -- to make you money. i'm here to level the playing field for all investors. that's always a bull market somewhere. i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. do you want to make friends, try to save a little money, my job is to make you fathom that the heck is going on. so call me at 1-800-743-cnbc. where have all the sellers gone? short time passing. where have all the sellers gone? short time ago. pete seger

i'm melissa lee. here's tonight's lineup. technology takes center stage.prowl. could the tech giant be looking for more acquisitions? we have the ceo of the company looking to automate your home. >>> and breaking just moments ago, general motors declaring a dividend. should you be bin

live from the nasdaq markets in new york city's times square, i'm melissa lee. a few minutes. the airline cancels hundreds of flights because of the weather. find out what he has to say. and wireless wars. at&t is trying to lure tmobile's customers with cold, hard cash. we have the ceo from at&t mobility, live

is melissa lee joining us? no. i don't know.ey." >> she will be watching. the special edition begins right now. >>> the nasdaq markets in new york city's times square. >> seven years of "fast money." >> it's beautiful. >> seven years of investing. >> seven. >> and before twitter went mainstream. text us at 62288, enter the word fast and your message. and myspace was still cool. >> are you ready to update your myspace page? >> through the worst of times. >> thi

melissa lee, what's on the table?ok at the ticker. city stop analyst is going to join us. the last time he was on his pick gained 8% the next trading session. you'll want to listen to what he has to say. >> a long weekend to think about it too. >> "fast money" starts right now live from the nasdaq market site in times square. i'm melissa lee. warnings warns everywhere. u.p.s., royal dutch, nintendo issuing warnings. deutsche bank is considering issuing a fourth quarter profit warning as well. does this bode poorly for earnings season in the market? josh brown, what do you think? >> you know wall street is all about expectations. and so we have a really interesting situation here. 94 companies in the s s&p 500

. >>> melissa lee, it's wwe today. >> it's starting its own online channel.lk about wrestling, we have wondering if we had wrestling names, what would they be? >> i'll tweet you some suggestions. >> yours, kelly, would be -- drum roll -- lush frost. >> it sounds like a nice paint color. >> over to you guys. >> all right, thanks. "fast money" starts right now. i'm melissa lee. here's tonight's lineup. target's credit card breech gets worse. a buying opportunity for investors? >>>

melissa lee, what's cooking? >> talking all about the deals.lay on the internet of things. we'll tell you how to trade it. there aren't too many publicly traded companies. google getting upgraded in after-hours session. we'll tell you if this changes the landscape. >> over to you guys. >>> "fast money" starts right now. live from the nasdaq market site in new york city's times square. i'm melissa lee. what happened in the markets today? the broad sell-off across the board. with the nasdaq the biggest loser. and just breaking moments ago, google making a $3 billion acquisition. we've got all of the details for you. >>> plus, an under-the-radar biotech play that has three new products in the pipeline. our traders are team seymour, brian kelly,

. >>> we got to hand it over to melissa lee and fx fx"fast money" crew. >>> i'm melissa lee.se. tap capping its worse loss since november 2011. the dow is down at 3%. the nasdaq is down 2.7. the vix up a whopping 32%. is the beginning of a market

live from the nasdaq market no, sometimes square i'm melissa lee. f

melissa lee, what are clown grades? >> clown grade or downgrade. josh graham coined the term. we're going through today's downgrades, asking the traders if they think they're clown grades. >> i love it. >>> "fast money" starts right now. at the nasdaq in new york city's times square. consumer tug-of-war. the widening gap between the high-end and low-end retail plays. and brian kelly's new short position that has others on the desk fired up. and digital movies jumping by 50% last year. the chair of lion's gate will tell us his strategy. let's get straight to our top story tonight. the u.s. consumer in focus with a tale of two retailers right now sears, plunging in the after-hour sessions after big losses in the fourth quarter. abercrombie & fitch raised its guidance and is soaring in the after-hour session. josh brown, sears holdings. what do you think of it? >> it's not been in good shape from a retailer perspective. they haven't done anything right for years and years. management's a mess. they have internal fifedomes that fight with each other. you have an underlying bit in

. >>> first back up to cnbc hq, the mother ship with melissa lee. >>> thanks, manneddy. herb greenberg and the doctor, founder of monster.com. kick it off with a couple big tech reports especially key as the nasdaq is soaring to. amazon reporting fours quarter earnings, tripling driven by strong holiday sales trading higher in anticipation of these results. heard retailers grouse over the holiday see, the thin margins. so does that mean share gains for amazon? >> everybody thinks this was the quarter. this was the holiday season that everyone went all-in for online shopping. there cannot be any misstep here. you're talking about company that trades 110 times forward earnings. it's nuts. they don't really post real earnings except for this quarter. everything's got to go right. looking at the margins. looking at also what are they talking about on amazon prime? how will they move that now that we see what apple's doing? a lot of mixed sort of things going orch and how much upgraded amazon prime to get the streaming and all the rest as well at amazon web services? it's not

. >> our time has expired i'm melissa lee thanks for watching for more options action check out our web site and also check out our daily segment inside fast money every day at 5:40 p.m. eastern time. have a great weekend, >>> 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 cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to entertain but to teach and educate, so call me at 1-800-743-cnbc. . as the first day of the year goes, the second day doesn't? that's the thesis i'm operating on. better than i heard yesterday when the experts saying down first day might portend a negative year because it hasn't happened in ages. please. i'm saying today's action where the dow ended up gaining 29 points, although it was higher in the afternoon, nasdaq declined .27%. shows the whole idea of any one session meaning anything is uninformed. downrigh

i'm melissa lee. our traders are tim seymour, steven p. grasso, karen finerman and guy adami. we'll talk to the executive editor of citron research. it is calling for an urgent trading warning. it's sending one stock down 10%. we'll have details coming up. >>> our top story. old tech withers while new tech soars. ibm falling after missing revenue expectations. this while apple, google, amazon, continue to outperform. amazon and google hitting a new high in the session. guy adami, what do you make of this disparity between the old and the new? >> ibm is ibm, specifically. steve has talked about them. the eps, a lot of it was a different tax. their tax bracket got ratcheted down. this is as lousy, i think, a quarter as the lost couple that we've seen, which have been equally lousy. it's a big revenue miss by them. yes, they're moving into the cloud. yes, i think they will be successful at a certain point. but this is a huge company. ibm doesn't turn on a dime. to think it was going to happen on this quarter, to me didn't make sense. >> people are becoming complacent about ibm's

i'm melissa lee. me, dominic chu and cnbc contributor stephanie link. 56% of the s&p 500 companies have reported so far. 69% beat eps targets, 11% have met estimates, 20% of reports have come in below forecast. got to start off here with one that's after the bell. the company scheduled to report its third quarter earnings, what are you watching for? >> i always like to listen to what they have to say because of their end market exposure. it's auto, aerospace, industrial communication. you get a good read on a lot of different broad parts of the market. really looking forward to that. also, i want to see if they continue to gain market share against altera, their biggest competitor. i think they will because of the shift to the 28 nanometer technology trends that are happening. of course, what's the timeline of china lte buildout? we have been hearing about this for a couple quarters now. i think 2014 is the inflection point. just a matter of when. >> in terms of the end markets, where do you go? the l

melissa lee in today. it would not be a show without a solid squid story. >> i said i wasn't coming on without a squid story. here i am. we begin with two big developing stories at this hour. first, shares of boeing under pressure after a japan airlines 787's warning lights signaled a problem with the battery and smoke was seen coming from the fuselage. take a look at tesla, soaring 11.5% after the car maker reported stronger than expected q-4 deliveries but there's a fight brewing happening in real-time over when a recall is really a recall. phil lebeau is covering both stories and joins us with the details. phil? >> reporter: let's start with tesla. this is an interesting story. keep in mind the crux of the story in terms of the fix involved here, this news actually came out on friday and we reported it but it was paperwork that was filed with the federal government listed by the national highway traffic safety administration that indicated there is a battery fix for the charging unit that's used for the

. >> i'm melissa lee. see you back tomorrow at 5:00. meantime, 5:00 for more "fast." "mad money" with jim cramer starts right now. >>> 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 cramerica. other people want to make friends, my job is not just to entertain you but educate you. so call me at 1-800-743-cnbc. wait a second. this is getting serious. that's how i bet many of you felt today during one more down session. dow dropped 179 points, s&p tumbled 1.26%, nasdaq plunged 1.47%. what the heck is going on here? all right. last week i want over the developing problems of the stock market including retail worries, chinese slowdown and weaker employment. if you remember, i wasn't willing to dismiss that lousy jobs number that we got friday as easily as others. i said the clouds are upon us. then today, the clouds burst open. the rain fell down and they flooded out all of th

i'm melissa lee. joining me, kate kelly and look who made it back from san diego, herb greenberg. got to start off with u.s. steel. the company reporting after the bell today and a lot of people will be watching this simply because ak steel is also reporting after the bell and steel dynamics as well. this is the case of a stock, guys, that has seen a massive run. since the august lows, it's up about 94%. lot of analysts getting more and more positive on the stock as they see operational improvements, ie raw material costs like coal and iron ore going down. the management team is energized, it's new and in place and we are seeing improvements there. the question is has it been factored into this stock which has had this tremendous run so far. >> there was a good story about this in the journal today talking about the competition from china. china almost equally good quality materials at comparable or better prices, plus we are still looking at a loss. it's just a question of how big. >> it's so much cost driven as opposed to top line. if you look at the top line, it's still going -

melissa lee, and joining me, founder of option monster dotcom.y reporting earnings after bell. a couple areas of kearns. how sales are doing in the united states. of course, a big holiday season yet a company memo issued to u.s. and canadian managers in early january from hour schultz saying we are e essentially not immune to go online, raising a red flag, perhaps how sales actually turned out. then, of course, china. s did appointing pmis today. helping to add to the pressure on the u.s. markets today. is the growth there especially, is that market seems to be going add odds with starbalks questioning pricing of its coffee, going on since the fall? certainly hanging over the stock for some time. >> it is like howard schultz said. not something you can order online and have it delivered by fedex. they can't screw that up, the delivery side. you can't and are not going on starbucks to buy something online. very little, anyway. that could impact by these storms. >> i wonder how much the weather, that was my point. the weather's going to have an imp

i'm melissa lee. joining me, dominic chu and the doctor, john najarian.ore card, 16% of the s&p 500 has reported insofar. 61% beat their eps targets, 13% have met, 26% of reports have come in below forecast. let's start off with johnson controls, the company surging more than 65% year on year. so doc, what are you watching for? this is out tomorrow morning. >> a whole bunch of things. comments, for instance, on warren buffett's involvement with the chinese car company because that could be a driver, believe it or not, as they try to turn that into a global car company. johnson controls could benefit from it. also, the lithium ion batteries, everybody has their eye on that. it's always rumored that -- >> eye on ion. >> elon musk is having trouble procuring them. i'm not saying he is. that's the rumor. these guys are one of the biggest players in the space and unlike many, they are not a chinese battery producer. so that's viewed as a positive, i think. i think a lot of folks that want these, want them from the likes of johnson controls instead of some of t

i'm melissa lee. joining me, john forte and herb greenberg.b has been watching ao smith, maker of water heaters and boilers, a company that gives aspirations and not guidance. >> aspirational issue, the company talks about aspirations. whenever i hear companies talk about aspirations, anyway, they did miss the revenue estimates. the real focus was china, where they have had a lot of growth, up 25% in china. that's down from a 35% gain for the prior two quarters. what i think is really interesting here is what happened when we talk about emerging markets, we are talking about india and for them, india was down because of the devaluation of the rupee. that's sort of what you're looking at in a company like this. i have been watching the company awhile. you know, some people think it's a great trend if the u.s. housing market ever takes off again. i come back to the issue that they are constantly focusing on quote unquote, aspirations for 2015, aspirations to me is a word that gets people to look beyond guidance and sort of build on something tha

melissa lee. amazon? >> we're talking amazon. and the big decline in the after-hours session, what does it mean for the stock, which seemed to be bulletproof in looking past its valuation. but what does it mean for the retail sector? it lost a lot to amazon during the holiday season. >> that's what we're wondering. over to you guys. >> thanks, kel. >>> we're following a number of breaking stories. this is the busiest day for corporate earnings this quarter. amazon's conference call beginning right now. shares of that stock have been sinking in the after-hours. we'll bring you the latest from the conference call throughout the hour. google, missing on earnings. that conference call began about a half hour ago. and breaking news from facebook. the company announcing

want to get thoughts from our panel on this along with "the family's" melissa lee, who will have specialct the statement to hit at about 5:00 p.m. eastern. and looks like the market is expecting something in the range of a 3.5% to 4.5% hike. it will be interesting to see what they do here. melissa? sorry, melissa, i don't think we're hearing you. >> okay. >> we'll work on the wires. in this obviously, we just talked about what india did. he's the head of that central bank. he's trying to make a point about defending the currency. now, turkey's in a similar position. but the pressure is on. and it's unusual that they're having this meeting. can you imagine the fed meeting. not only meeting, but coming out with a statement at midnight local time.unprecedented. we went through tumultuous times. >> they can pull something together. but this will be a real test to see if emerging markets can stand up to the global forces that will be working against them this year. are they going to be strong enough that they aren't plumled by rising interest rates. >> melissa, go ahead. >> this is probably t

melissa lee, more apple? >> we have colin gillis in the house. he downgraded apple.ollowing the earnings conference call for us. >> not going to miss it. over to you guys. >> "fast money" starts right now. live from the nasdaq market site in new york city's times square. your traders are tim seymour, josh brown, karen finerman and guy adami. we want to get to our top story tonight. that's the world's biggest tech company, falling in the after-hour sessions. beating the top and the bottom lines. but apple said it sold just 51 million iphones in the quarter. that was below

i'm melissa lee. our traders are tim seymour, steven p. grasso, karen finerman and guy adami.ails coming up. >>> our top story. old tech withers while new tech

melissa lee, what are clown grades? >> clown grade or downgrade. josh graham coined the term.traders if they think they're clown grades. >> i love it. >>> "fast money" starts right now. at the nasdaq in new york city's times square. consumer tug-of-war. the widening gap between the high-end and low-end retail plays. and brian kelly's new short position that has others on the desk fired up. and digital movies jumping by 50% last year. the chair of lion's gate will tell us his strategy. let's get straight t o

melissa lee, you guys have an exclusive interview, 3-d systems. >> they made a big acquisition todayis has been a high flying stock trying to reach the consumer market more maybe that's something you can do when you're snowed in this weekend. >> i was going to say. tell them we want them to print out some snow shovels. over to you guys. >> thanks a lot. have a great weekend. fast money starts now. live from the nasdaq markets in new york city's times square. here's the lineup. shares of twitter, up again today, gaining 8% so far in 2014. will it be the year of twitter? we break it down with the top analysts who says it's time to buy. it's bitcoin's fifth birthday today. we'll look at all the gifts the digital currency received. plus 3-d systems makes an acquisition taking a step in the entertainment business. we talk to their ceo. our traders, tim seymou