micron doing really well today.l brokerages expect a better than expected second quarter for the chipmaker that will be coming out. we'll get news from micron on thursday. we're seeing technology among the sectors doing very well. melissa: hey, nicole, i can't let you go without embarrassing you. you had quite a busy weekend this weekend. where were you exactly? i think we have a little video here. >> [speaking italian] melissa: you didn't bring any for us? nicole. the very own greek goddess, grand marshal of the parade. i hosted the parade, even better than on tv the whole entire time. we had grand marshals, chuck assume irand big business leader. we interviewed mayor de blasio in new york. all the food that looked so great. octopus, i did not make that. we had yogurt people on and a lot of great people. maria menounos, tony orlando. it was a lot of fun. thanks, melissa. melissa: our very own greek goddess. we love it. appreciate it. all right. >>> pop goes the sector. all this week we'll look at areas that could b

micron reports on thursday. i expect a solid quarter. however, i'm concerned over the future because micron is all about the tight supply of two different kinds of chips. d-rams and nan, known as flash. herb greenberg who writes the reality check newsletter as well as being a cnbc contributor, where supply has overwhelmed the supply of the chips, new factories may be alleviating that tightness. that tip toward oversupply has historically rocked micron stock which has more than doubled in the last year. i say be careful of the guidance for m.u. not that long ago, we had a terrific little company come on the show called rpm. it sells a diverse set of product lines for a construction that helps seal tiles and prevent rust among other qualities. i thought the company told a great story. i think the business is doing quite well. this stock doesn't have a lot of beta. meaning it doesn't jump in an outrageous fashion like a biotech or internet play. but i believe it can resume the climb back to $43. you know i'm wary about the flood of ipo's. b

note that sandisk, micron haven't hit those bubbles yet.uestion, can the tech run continue? most strategists are bullish in 2014. bayclays says, look, improving, corporations open up wallets. worried about the priciness of tech, too far, too fast, saying, look, where the big growth is coming from. one of the few options out there. if you really want a big shot at returns. if you want the return, want that growth, you've got to pay up. back to you. >> all right, sheila, thanks. >>> trade some of these. pete, you correctly called apple as the second half story in 2013. >> what. >> what's going on? when will the stock pick up? >> they need to make a move with all the cash. everybody is waiting on that. the most important thing, sheila is pointing out the run, micron, still cheap. google, still cheap. the names, everybody wants to talk about the frost, scott. it's important to point out a lot of these james, juniper included, f-5 networks, security games, not at crazy levels of 2000. >> the whole top of the show, the premise, it's hard to notic

you said last week, micron would be one to watch. >> yes. micron, a lot of defense of micron today.n you look at the prices, some of the chips, they seem to be down. a lot of this is their new supply coming on. there's new supply, micron's not done going down, and that's one to watch. it does report this week. not a lot of companies report this week. waiting for chinese stimulus but didn't see any chinese stimulus. >> i thought of you sun night. >> i don't know. you mentioned that on friday. >> i thought chinese stimulus. >> where are the deals? >> it's a quiet news morning, frankly, in a lot of ways, in terms of corporate news. j.&ja deal of some size. >> carlisle. >> looked like news but it's not. >> interesting, seem to be a pace, merger, acquisition activity and announcements slowed dramatically since the ukraine crisis. we'll see. that wouldn't seem to be enough to derail something. also a market that's more volatile, down. but we'll see if it ig it nigre. these things take time. a monday without significant activity. >> ipos continue unabated. there's some bigger this week. bu

under a microscope, jones discovered that this red glitter was a hexagon shape, approximately 250 microns it's red on one side, silver on the other. it's a unique type of glitter that only one company had made. >> jones discover thad this glitter was not a best selling item. only 10,000 bolts had ever been made. investigators learned that during the fourth of july party, megan attended, the host through rid glitter on everyone, including megan. >> i said, do you still have the bottle, she said yes, i do. so we then went and recovered the remaining portion of the glitter. >> scientists confirmed the glitter in megan barroso's hair came from megan's friend, and it was the same glitter found in sanchez's truck, on the ak-47 rifle, on megan's jacket found in sanchez's trash and in megan's own car. it was the only piece of evidence that tied sanchez to everything. investigators also searched sanchez's truck for blood. >> when you detect with luminol, it lit up like a christmas tree. >> dna testing revealed blood on the passenger seat was megan's. >> there was a horizontal apparent bloodstain r

josh brown. >> it's a very nice day for micron. stock fell off and then found support at the 100-day right where you would have expected it. hasn't touched that line since december 2012. you got positive comments from stifle nicholas today basically saying they should beat the current quarter we're in and that prices should be supportive of expanding margins, not contracting. >> last time an analyst learned the hard way what happens when you bet against this name. >> that's right. >> remember it was rbc with a downgrade, came out with better than expected earnings. analysts capitulated next day. there's still a fight in the market where this name is going. >> the hedge funds kind of control this from the long side. and even an inkling of better news from what the fed expects higher. >> good reports at last week's truck show. >> there's a lot of love today for the trucks. deutsche bank, wells fargo, bunch of companies raising numbers and reiterating positive commentary. i own eaton in my playbook playoffs. i'm going to stick with it

. >>> before we get to "final trade" quick note on micron moving today. that. >> in my newsletter. reality check this morning. really, a situation, falling prices. looks like capacity may be starting to increase. >> you're saying that prices may fall? >> prices already starting to roll over. indications prices are starting to fall plus very important. micron insiders bailing like there's no tomorrow including selling options that, they don't have to exercise right now. >> herb, thanks. murphy? final trade? >> pbr. >> citi long. >> dba, higher. >> guys, thanks. have a great rett st of the day. "power" starts now. >>> it may be the big effort and most important product launch in years for that company. microsoft. in its first media event since taking over at microsoft, the new ceo satya nadella will talk cloud, mobile and social, and is widely expected to unveil office for apple's ipad. the big question, will microsoft be able to convince the apple universe to go with them on that product? microsoft stock up 40% in the past year. our morgan brennan is live

they did identify the blogger who linked to the micron stake.en resolved privately, and it is unclear how me more details little get. interesting that it comes to a conclusion. >> we're going to find out, right? >> perhaps. i tried to find out this morning by dr. the head of seeking out and asked him who it might be. >> probably the same person who itcoin.d b >> we are in an interesting time in journalism because the bloggers are in the blogos phere, and there is a lot of information that is not out there with someone's name on it. >> anonymously you can move securities up and down can we make it caught down the road, but we never had a world where the market was no fragile that longonymous blogger and as as they stay anonymous -- >> insider trading is used to do this. i can they 1980's it was insider trading, and now short seller still do this. >> boomers. >> or even carl icahn in there. also go beef you're talking about the new age of journals and over the guy who wrote that blog post could have been an anonymous source for one of us for examp

perhaps no surprise but the president to go after deaths of seventeen years has raised a few microns. then there's basilan it during a time in the domestically. but dismissed them at your peril though. none of this icy wedding gemini for the quarter finals with my music and receive gold. i go but it was in shock. if the team it should not worth reflecting perhaps at this time a year ago that tolkien european football was a gem and domination and cynical ability to sweep aside the opposition. above all the spanish if i don't know according to scientists at the following on from that top of the bundesliga and in touching distance of the title what's more the team took some stuff go beyond gemini. if there was inconsistency has not got the others with the domestic gold fight for the remaining top places in at the same in your opinion of the copper see a struggle against what is the seat to be a week the senate. with the painting and two other for the club which started in the group stages remain a dossier that is the second one i just cannot progress of returning it to new deficit agains

carbon fibers are extremely thin just five microns across ten times more than human twenty thousand of the story of the time the woven into pumpkins witches and makes progress in each of us needing two hundred ninety degrees hopkins the bias of five canterbury region cheeks the first carbon fiber sheets. it was not fixed and shops schools and cracking japanese manufacturers sold the problem by developing an extremely fine grey reinforcing rest. his carbon fiber is ten times stronger than steel. four times is locked in the house of reps in these qualities make carbon fiber reinforced polymer an ideal material for a stretch. unit two was tested in the digit number a bit rough on us. these are the factors that led to these important quality of fun last conference on the use of the tree. it's the last minute. all products are used to. the rick ross need about twenty percent less fuel. it decreases the rate on one point three tonnes. every small flexible than aluminium steel which gives it great to do. it's made from carbon fibre. the news that twenty years without needing repair seventy pe

micron technologies leads the s&p 500, big gain, 7%.on thursday. the analysts have high expectations, that's why the stock is up 7% as of now. micron, 23. check the big board, the markets off its earlier highs, but it's coming back again. a lot of investors talking about what author michael lewis said about high frequency trading on 60 minutes last night. listen yourself. >> the stock market's rigged. the united states stock market, the most icon you can market in global capitalism, is rigged. >> by whom? >> by a combination of the stock exchanges, the big wall street banks and high frequency traders. >> who are the victims? >> everybody who has an investment in the stock market. stuart: well, that's a pretty broad-ranging statement, now, isn't it? sandra smith is here. you fired up about this one way or the other? >> yes. if you're saying that because i was e-mailing away to your producer this morning when i saw this news, and i didn't see this last night, but i've seen and read now all michael lewis' comments. his, quite frankly, this

micron technology another great, great performer, up 8% ahead of earnings later in the week.y be that biotech is turning around now, nicole. ibb, sort of the biotech etf. that is doing very well today. >> biotech had a tough turn, beaten undo. folks are looking to biotech to see whether that is turn in the market. we're looking at nasdaq biotech index up really great, up 3.1%. liz: we should mention there are headlines moving right now regarding jpmorgan. i want to read these to you guys here. a u.s. district judge, george daniels, in manhattan issued rulings in three lawsuits, nicole, three lawsuits over the "london whale" losses, remember a year-and-a-half ago. >> right. liz: nearly now 2 1/2 years ago. jamie dimon, doug bronstein have failed to win dismissal of claims against them. [closing bell ringing] in jpmorgan shareholders security frauds suit. the woman who took a major fall for this and barry zubrew won dismiss a al of claims in jpmorgan securities lawsuit. david: looks like a win and a loss. jpmorgan's stock is still trading up over a full percentage point today.

look at -- did you know micron technology mu, up 187% over the past 12 months? what about facebook? 164% 12 months. 30-some percent today. netflix, up about 147%. so those names have already taken off. are there any names that have yet to take off? your next guests think they've got some picks they love for the long run, ensco, apple, michael coors and energy. and bringing in from capital management and from al frank asset management. gentlemen, start with you. one of your picks, ensco, one of the few stocks in that down double digits over the past 12 months category i just put forth. why do you like ensco? >> right. well, again, in our system here, we're trying to buy things that are on sale, and, you know, the fact that the market is trading at near an alltime high with many stocks high flying, as you pointed out, we'd rather buy something that hasn't had its day in the sun with solid fundamentals. earnings are still expected to grow this year and next year. they're a contract driller. plus you get a dividend yield of 5.7% and the balance sheet is solid for a company like this. th

i'm wait for micron to make a bigger move. it will because i think it's going to go to 30. qualcomm has been absolutely outstanding. then you look at the way the financials have traded. yes, there's a couple of weak spots. bank of america put up 18, pulled back. profit taking there. look at the regional banks after this stress test as well. they're performing well. on march 7th we had that activity in the kre. those options doubled to. >> these bank stocks are in focus today because of the stress test. you guys mentioned bank of america. this goldman note out today was very interesting. i cannot tell you how many times i've heard bank of america recommended by a trader on the show. gold machine saman says today o downside we worry about bac, 6 to 7 billion in expected return. is there a reason to worry, doc, about bank of america? >> there's always reasons to worry about everything, scott. if we worried all the time we wouldn't invest. i think the upside here with bank of america still remains north of $20. i think we get there perhaps by june time frame. in other words, se

look at qualcomm, intel, micron. you're talking about basically companies trading anywhere from single digits and maybe -- as far as pe rz concerned, 13. even vmw, you're getting to the virtual space. you look at the growth. you look at the revenues. 6 billion in cash they've got. you look at that growth and trading at 25 pe it makes sense. so when you really start to breakdown, is technology in a bubble? i'm going to say absolutely not. there are areas that do stand out. tesla, is that in a bubble? certainly it's in a bubble of some sort but you can see where the excitement is over the potential of the growth. >> excitement, josh brown, seems to be spreading. plug, the fuel cell stock, up 6,000%. minimum in a year. >> yeah p. >> those stocks are going crazy. not just tech. 3/4 of the companies for the ipos in the past six months are not profitable. that's the most since the last time -- when was the last time we saw that? march 2000. what does that tell you, josh? >> i think a lot of those are biotechs. i'm not talk

and micron technology, three stocks that are in the green. >>> we will see how the rest of the day developst of the week as the international develops unfold with secretary kerry heading to kiev overnight. that's all for "power lunch." >>> see you tomorrow. "street signs" begins right now. >>> yeah, stocks are down big as russia rattles the world. the dow off triple digits but does the threat of war in ukraine mean you should sell? hi, everybody. mandy and brian here today with you. happy monday. more on what to do with your money as ukraine heats up. plus, the surprising run of two former tech stars that had been left pretty much for dead, and what is no doubt the world's most expensive facebook post ever. >> let's see the fallout on u.s. stocks. it is the worst day in exactly a month here. you've got the dow industrials down 158

biggest loserses, by dew, alumina, monster beverage and micron technology.ee stocks moving higher including amazon. talking about that a moment ago. ameriprise asked people a simple question: in retirement, will you outlive your money? uhhh. no, that can't happen. that's the thing, you don't know how long it has to last. everyone has retirement questions. so ameriprise created the exclusive.. confident retirement approach. now you and your ameripise advisor can get the real answers you need. well, knowing gives you confidence. start building your confident retirement today. >>> there are stocks higher, mostly defensive names like utilities, centerpoint energy. cnp, a rare bright spot up 2.4%. >> okay. let's move along and "street talk." start with two very different calls, brine, two video gamemakers. from a buy to neutral. >> target up as well. downgraded electronics arts as well. a little different dlacall betw the two. >> cigna aldrich. interesting calls from yesterday. slightly higher, nonetheless interesting. >> after the analyst, a $103 target. ubs say

the loserses, names like alumina, micron technologies.ng classic momentum names that took the nasdaq hire, getting hid hardest today. a classic risk off trade move here. if you look at what's weighing down the index on the whole, you have all of the big cap tech name, apple, facebook and google. folks not feeling that risk today. we're feeling it here at the nasdaq, of course, known for the tech heavy index. back to you. >> sheila, thank you very much. >>> imagine getting paid to take a year-long vacation and stay at the world's elite hotels. robert frank has the inside story on how i" i" will be able to do that. >> it will be for you, tyler. two luxury travel companies offer gt job of a lifetime. you and a significant other, if want, five star hotels clubs and resorts all paid for. luxury travel, intelligence and first two seeking candidates to take this trip valued at more than $1 million. all you have to do, write detailed reports for luxury travel intelligence on the quality of each location. like a secret shopper for island villas. t

and micron technology, three stocks that are in the green. >>> we will see how the rest of the day develops and the rest of the week as the international develops unfold with secretary kerry heading to kiev overnight. that's all for "power lunch." >>> see you tomorrow. "street signs" begins right now. >>> yeah, stocks are down big as russia rattles the world. the dow off triple digits but does the threat of war in ukraine mean you should sell? hi, everybody. mandy and brian here today with you. happy monday. more on what to do with your money as ukraine heats up. plus, the surprising run of two former tech stars that had been left pretty much for dead, and what is no doubt the world's most expensive facebook post ever. >> let's see the fallout on u.s. stocks. it is the worst day in exactly a month here. you've got the dow industrials down 158 points, just off the lows of the day, down about 1%. energy was the only s&p sector that was positive. it is now red as well. we will bring you more on the commodity impact from the ukraine crisis later on in the show. in the meantime, i would like to

leading the index higher, micron followed by edward life sciences, cigna, vertex pharmaceuticals andlcoa. those shares helping to try to push to that new record high. >> thank you again for the dayton flyers last week. they gave a good fight in the tournament. thank you. >>> in the midst of joint military exercises involving the u.s. and south korea, the north took things a step further. north korea firing more than 100 artillery rounds into south korean waters as part of a drill. that led to south korea firing back. the south koreans near the border were forced into bomb shelters as a result of this. nobody was hurt but you can see there was a lot of smoke and action. sue? >> tensions are rising in that part of the world. the markets paying attention to that, too. >>> also, look at this. two back-to-back earthquakes hitting southern california. los angeles shaken by nearly 175 smaller aftershocks. there has been damage but will earthquake insurance actually cover it? our jane wells is in fullerton, california, just about five miles from the epicenter. jane, over to you. >> reporter:

to understand that the business is very different from ago.it was then two years >> it seem that micronif you think about it, there are four big players in memory. they have over 90% of the business. the real driver for demand is the mobile it is really about 30% of the market. >> thank you so much. we are back on the markets in 30 minutes. "lunch money" is next. class welcome to "lunch money." johnson. toyota pays up here the bill is 1.2 billion dollars, trying to settle the recall, 10 million vehicles. tom keene rubbing elko -- elbows with a cat. the world series and speculation around the search for 370. all that is left is very angry relatives. using form and function, needs the man with a plan.

nand, that's flash, okay, that would be horrible for sandisk and horrible for micron, i believe theyhe market were not going higher. they are momentum stocks, two stocks i've liked very much. i found this call jarring. jarring. >> what does it say about some of the mergers we've seen in that space in the past couple of weeks? >> says that maybe, look, they are finally oversupplying and micron had been on a major roll, sandisk was on a roll. i would short term sell these off the call. >> joy is lighting it up today. >> they are reporting a terrible number, they are in the guidance saying they are calling it, they've said coal has bottomed and volumes are up. i want to listen to michael ward on csx on "mad money," it's the big company most levered to coal and if coal volumes are up csx is going to break out to 30. i would take it if it says good things off the joy call and sell my croicron and sandisk. short the 2014 and go long the 1850s. >> we are watching 1881 on the s&p. we got a jobs number tomorrow where the s&p has rallied. mark newton said 14 of the past 15 jobs fridays. >> tha

. >> herb greenberg says that micron the pricing is rolling over for drams.stock, mu, we talk about profits. this stock was at $9 last year this time. the stockin instock's at $22. we were talking during the break, hedge funds uniquely poorly positioned. >> everybody i talked to who runs a hedge fund right now is saying, you don't understand how bad it's been this last week. a lot of the concentration in a lot of these names is from hedge funds. we'll see, again, what the numbers really look like. >> you know, there's this notion when i say micron, aig was thought to be a hedge fund name. >> gm. and what happens is that they have such group think that, wow, i mean, they're all fighting each other for the exits. they want to be in trinet, they don't want to be in salesforce. >> a way to deliver alpha. >> today could be a turn. deliver alpha, holy cow. today could be a turn day because as david pointed out the one that really just started the rollover is twitter. and twitter's higher. just pointing it out. >> after a rough march so far. you do have trinet tonig

. >> host: you even hear her say today young women going into public service who develops get micronized areas. that mindset to exist, even if she's learned to stop the not getting sometime on or around. clearly i was her experience coming out. any other questions? >> i grew up in india where my prime minister in your president had the same tendencies. but the common thing i thought of growing up my question today would be this. i'll ask you a question. so imagine this, i'll ask you this. we are around the corner st. valentine's day newer single. [inaudible] >> to you because valentines day is around the corner and then you do that on tape day. my question is this, so does america really need a phenol president or does she really deserve it? >> well, she has to win it. >> she has to win it. people try to romantic i say we won a seat belt than. so hillary is the right candidate. we have seen the package that comes with her. you know bosnia. you know benghazi. anyway, do we think she's the right candidate to run as a female and 2016? be like my job is to report on what they do, not what th

the andrew ross sorkin piece, this very good piece, einhorn someone leaking its micron. "ft" story, people are saying they are bringing all the value, front ran the new valuations. it's exactly right that it would only be up 23 cents. the quarter wasn't that good and you bring out value because the companies wasn't doing that good. >> not to mention the fact there were so many hedge funds that had piled in the name. that had already run up a bit. >> your show is uniquely, uniquely showing what stocks are overowned by hedge funds one of the things i love that you do. and you'll hear the stories was general motors -- >> gm is a hedge fund darling. a hedge fund hotel as some say. >> you check in and you never check out, roach motel? aig this morning burns -- >> i thought it was hotel california, you check in, you can never leave. >> aig bernstein says it's time. aig was a heavy hedge fund name and therefore it was the kiss of death. i think they are doing a good job. it's good to see the stock recharging. >> maybe that's one of the problems since we're on the topic of what'

micron's up. apple up almost 1%, right at the open. hard to see it from here.ee the big tech names to the up side. gainers, nu skin. only $540,000 fine is good us in here. up 18%. herbalife up on the three more icahn reps on the board nominated. st. jude medical, approved for new pacemakers. net ap, downgrade, they are having a tough year. must be down 11%, 12%, for the year. let talk about the ipos. jim, it not the end, it just the beginning of what's happening for ipos. we'll see an avalanche in the next two months. 's obsessed with king digital. i want to point out the extraordinarily small float that's being pursued by all companies. we're talking about, they're going to float 500 million with a market cap of 7 billion, 7.2 billion. float 7% of the company. wonder why it might do well? 7% float. cbs outdoor the largest out there. what it says, cbs' billboard business, structured as a reit. floating a small amount. bigger than king digital. maybe 15%. trinet's interesting. outsource human resource functions, around a long time in 1988, 1.6 billion of revenue