remember, new capacity is the kiss of death for micron.lost a dram factory last december opened a factory last month. they also said there has been a lot of compression in prices and at a recent conference he wonder ifs the analysts are playing it safe when they say they don't see price declines of more than one and a half. while insiders sell from any reason it's still the potential yellow there. i already threw the flag. i didn't throw the bear. there, how's that -- as for -- as for the bulls, they see the drem space as a changed industry. not only is it a ton of consolidation. first time, consumer computers are no longer in staep decline. meanwhile, sandisk reported a terrific quarter. they think it should allow micron to increase it's gross margins. by the way, that goes up here and the revenues flex a little bit, where do i come out? first of all if you earned micron i think you would be absolutely bonkers not to ring the register. we have been recommending this thing since $9. it's a sin to give up a profit. second i think my verdict

micron was screaming to the upside and seeing that selling. these are the kinds of days and mike brought it up. opportunity. they've got growth in earnings. they've got growth in revenues. you hit highs. you pull off. a lot of people view that negative. i don't. i think people are selling to take profits there because they are getting hurt in other spots. >> we're going to tie things up with you. give us a thought on which emerging markets you think are the places where we should really be looking. after a couple of weeks of pretty decent gains in those markets? >> i think everybody has been looking at mexico, korea, ba zil is showing signs of real growth again. you speak to locals that don't like it but i think pretty smat people look fog blah bra zil sglan good to so you as always. on a very interesting market day. >>> coming up next, the street applauding micron's earnings and favorable outlook but the stock has given up all of its early gains. what gives? we're going to break that down in a brother versus brother smack down. >>> sandra o'n

to occur. >> taking a like at micron. nice up side here. the price target up to $50. >> i thought you would have something to say about this one, because that is not a price that micron has seen since 2000, september of 2000, to be specific. what do you make of this call? >> $50. >> i'm not really quite sure there has been capacity pressure in this industry, but a double? >> wow. >> it's a lot higher than the previous targets. stock's at 25, so it is a double. drexel notes higher pricing, micron has a solid performer, so a bold call be drexel hamilton. the analysts are putting themselves out there. >> i like that. takes guts, so to speak. >>> up next, big lots. >> stock up 2%, 39.47, the target was upgraded, so about 5.50 on the up side. hey, big lots, a quiet solid performer. this is a new 52-week high, today up about 52%. >>> under the radar, martin transport, upgraded to an overjae over at stevens. >> this is a wisconsin-based trucking company, blue and white. get on the roads across this fine country, melissa. you will see marten with a

we don't own micron with the small-cap but with dodges find.they missed the first time we put up your picks you like these companies. as we put the names up write them down. we will have him back but these are the names he believes in and over the past three years. congratulations. eric marshall. we have five minutes before the closing bell. the markets are in red. the weather is finally getting warmer. ben & jerry's wants to hand out 1 million free collins. off but to explain what that is all about and how you can cash in because they are owned by unilever. stay tuned. ♪ ♪ ♪ ♪ [ tires screech ] chewley's finds itself in a sticky situation today after recalling its new gum. [ male announcer ] stick it to the market before you get stuck. get the most extensive charting wherever you are with the mobile trader app from td ameritrade. liz: stock alert a test date today we have some serious break soon the floor. david: with the help of nicole petallides we will go where we have been. the people are in love with their products and their stocks as wel

we're looking at micron. the stock is doing great.have shareholders nice bullish move here. we're seeing stock upver 40 cents in the after-hours for micron. the numbers for revenue came in, beat the street. 4.11 billion, versus analyst estimate of 3.99 billion. a beat there. as for earnings per share in the second quarter. 85 cents versus estimates of 76 cents. that is good news as well. it is a little bit higher coming off the highs in after-hours. it closes at $24. 24.16 for the bid ask. the analysts were anticipating there would be strong demand for chips. we have seen that at higher prices. they did well, particularly well in the flash products which was up about 11%. that is great news for micron. back to you. david: thanks, nicole. appreciate it. liz: s&p futures are closing. we want to head back to chris gersch in the pits of cme. chris, we have the big jobs number tomorrow. >> we have the big jobs tomorrow and looks like traders are going in, all the ants marching in the same direction. we actually recovered a lot of what we l

i think micron is a stock i have to do a toss-up and figure out which one is right. have a little bit more of a kentucky feel than a uconn feel right now. you know that i want you investing in the stock market. i understand that everyone has a different budget they're working with. so this week we're looking at great stocks in every price range and starting from sky high yesterday with priceline and in the $100 range hitting the ball out of the park. tomorrow we zero in on the $50 range. don't go anywhere, because alcoa kicked off earnings season and i have the ceo coming right up. stay with cramer. >>> tomorrow, kick off the trading day with "squawk on the street." live from post 9 at the nyse. >> oh, okay. that was -- oh, i get it. >> it all starts at 9:00 a.m. eastern. at your ford dealer think? they think about tires. and what they've been through lately. polar vortexes, road construction, and gaping potholes. so with all that behind you, you might want to make sure you're safe and in control. ford technicians are ready to find the right tires for your vehicle. g

the letter also said the firm has made money on its investment in micron technology.reen light also said it closed out a short bet against which i pot lay, as well as a long bet on general motors. the letter also says we are witnessing our second tech bubble in 15 years, also saying investors should also be worried about some of the impacts of high frequently trading. he disclosed interestingly enough that his firm owns a small stake in the iex, the exchange broker dealer platform that's the focus of "flash boys" book, and says invest are owes should route their orders to iex. >> that's interesting, dominic chu, thank you very much. >> we talk about it. >> sandy billry, pitched it a few months ago, and the stock tanked. he's coupled on to defend the position. and the skoomts, melissa, about it being the second tech bubble they're generally about companies, what do you make of it? >> i think it's interesting, he's given the green light on micron, at a new 52-week high, could not an all-time high. this is one stock that mime might say it has been a bit overdone on the u

m micron is another one. highest level in more than a decade. >> loit continues to move.haven't sold it. jim cramer was on last night and was cautious on it saying take some off the table. i think that could have caused some people to sell it at the open this morning. this is a name, i'll dis agragr with jim, i think it continues to move and gets through 30. >> all right. pete? marrio marriott? >> you look at this industry right now, scott, they really have been kicking it pretty nicely. when you look at everything involved in travel, it's been moving to the upside. there's been more volatility around names like priceline, of course. the hotel industry specifically, along with the rental car world, this has been moving to the upside and the hotels definitely leading, may yrriott one of the best. they're very shareholder friendly. i think it goes higher. >> that stock was getting a nice move as we were talking about it. what do you make of telecom today? it's been an up and down kind of day. worst performing sector in the s&p today. josh? >> they really didn't like what ve

. >> quickly, moderate covering seen in micron and baidu. >> i think micron's definitely got some reallyntial upside. and so, that one's an interesting name to me. going back to facebook, a second, we didn't really touch on it, it seems to hold support, 56, 57, in that area, and each time it comes down, we get another rise back today. we see people coming in the options, in the stock, the volumes increase. it seems to be an area where there definitely is a line in the sand, at least for now. >> pandora, also strong covering. the stock got blasted yesterday, i think, by 12%, 13%. you guys have a chart of pandora real quick in. >> -- huge short interest, too, judge. so on a big dip like you got yesterday, if you chose not to take some of the table, i think you were violating the pig rule. >> yeah. >> okay. well, still ahead on "the half," is boring your best bet? utilities the outperforming sector, but which stocks will keep working for you? we're naming names when "the half" comes back. ♪ mine was earned in korea in 1953. afghanistan, in 2009. orbiting the moon in 1971. [ male announcer ]

i was quite impressed with the micron management. that was the best micron call i have heard.e stock not to be able to sustain this. this stock is not going up and the needham call that it could go to 40 a little aggressive. hyper starts it with a buy. i did like mu, it's not done. it's not done. >> a lot of love notes from the sell side for micron today. >> it's very inexpensive stock. >> all right. with all that, let's get back to the jobs number here this morning. nonfarm payrolls if you missed it came in at 192,000, that was slightly below the 200,000 consensus. unemployment remains steadily at 6.7 and let's get the first reaction from the white house first on cnbc jason furman the chairman on the president's council of economic advisers. good to see you this morning. >> good to be here. >> after all that winter and all that so-called pent-up demand for labor, is 192 satisfactory in the white house's view? >> i think this is consistent with the steady, solid recovery we've had. we've now had 49 straight months of private sector job growth, a total of 8.9 million jobs. when

. >>> micron technology reported better than expected results and sharply higher revenue helped by a stronger recovery from chip prices, also its recent acquisition of a memory company helped results. better memory always helps. shares were up initially after hours. the stock ended the regular session down nearly 1.5%, $24 even the close there. battle is brewing over yelp reviews. the federal trade commission revealed that it has received more than 2,000 complaints about the review site over the past five years. and according to an article in the "wall street journal," most of those complaints are from small businesses that claim to have received unfair reviews, often after turning down a pitch to advertise on the site. shares plunged 6% to $70.61. >>> and a darco petroleum shares jumped after announcing the biggest environmental settlement on record. it will pay more than $5 billion to settle claims stemming from the 2009 bankruptcy of tranex a supplier of paint materials. the government suit was asking for $25 billion to clean up 85 years of pollution left behind by the company's k

directionmetimes regardless oe moment up switch direction and names like netflix, tesla, green mountain coffee, micron technology all posting losses of 5% or more. and finally, it was a rough day for the large cap tech stocks as well. stocks like google, amazon and apple, which are heavily weighted on the index, also ended in declines. as for why we saw such a big selloff in the nasdaq today, traders we spoke to said after the 37% gain we saw in the nasdaq last year, it's natural to see some pull backs and perhaps investors taking profits or rotating into different parts of the market. a breather as they call it. on a more cautious note, traders do point out the weakness we have been seeing isn't just contained to certain sectors or groups of stocks. the selloff is becoming more and more broad-d-based, indicating that overall sentiment could be shifting and perhaps more selling on the way. for "nightly business report," i'm sheila daughtharmarajan. >>> despite today's selloff, more evidence the economy is gathering steam. pretty solid jobs report for march with 192,000 jobs added to the economy and sh

you guys were mentioning micron earlier today.price target raised to 50 at a company. they are expecting gross margins to improve here in part because of the mobile and server trends and some stability in the pc market. and advance micro devices came in with slightly better than expected earnings, 2 cents a share. it was expected to rural route break even results. and that is helping to contribute to a bit of a pick up in the semiconductor index today. again, we're seeing modest gains in what is expected to be a quiet session today. back to you. >> thanks very much, mary thompson. with netflix in focus, let's get a check over at the nasdaq. hey, sheila. >> good morning. well, we are kicking off this monday with green on the screen here at the nasdaq. both the composite and the nasdaq 100 out of the gate up about .1%. this is building upon a big weekly sell last week. the nasdaq gained about 2.5% on the week. so, yes, we've had a couple of good days here at the nasdaq. but keep in mind, we are still down about 2.5% for the month an

but this is a very daunting rally in sandisk and in micron.lly want the low multiple stuff. that hasn't changed yet. by the way, a lot of the financials that we're seeing doing well are low multiple stocks, low multiple priced earnings stocks. keep that in mind. that's what people still want. okay. fulcrum name is facebook. my travel trust owns facebook. after google, what people are going to say is wait a second, it doesn't really matter, that the numbers aren't being crushed. the guys crunching the numbers are old companies, not new ones. >> get rest. we will need it next week. >> my 25 years. >> jim, we'll see you tonight, "mad money," 6:00 p.m. when we come back exclusive interview with morgan stanley. james gorman will give us his first reaction to the bank's quarterly results. and the ceo of fifth third bank will join us. us. (vo) you are a business pro. maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle..

micron had strong earnings results. i think that highlights this important divergence within tech.lective in tech. >> the semiconductors have done it great. the philadelphia semiconductor index, up 7%. >> europe is a good example of that. it's a semiconductor lithographer. they've really benefited from that trended. >> very quickly, overall for earnings season? we talked a little bit about it there. what are you expecting? do you think the u.s. markets continue to push higher? >> yes. we see growth. perhaps a bit more mix than usual. will certainly beat expectations. >> for europe, very quickly? >> europe is crunch point for europe. if we don't see earnings come through this time, all the indicators suggest they will, strong pmis, et cetera, improving economic indicator suggests earnings will pick up. if we see no real growth in earnings, revenues have been decent in this fourth quarter. if we see earnings missed -- >> benchmark low for the u.s., crunch time for europe. i like it. james, great to catch up with you, james butterfill. >>> a quick look at what's on the agenda. fed off

. >> seller of micron. prip down this week. what did you do? >> this was one of the ones that i was trading today. trip adviser has just been hammered. and it's down 28% from the high it put in just a month ago. march 10 was the high, and well over $100. now it's trading down to hire. one of the issues is that google getting not into just the searching for hotel rooms and travel and so forth but partnering up with a company that expedia basically is part of. that is troublesome for virtually everybody. it's also insulating expedia against that hit. and it's interesting that expedia was a spinoff out of microsoft back in the day. and now you have google potentially doing some deals in that space. but right now with it down as much as it is, i would be a buyer of trip and a seller of expedia desight what i just said. >> let's talk ban tor yeah, down 11% this week. >> pandora is everything that's being sold right now. it's 55 next year. they are taking market share. these guys have 9% of the u.s. radio market. it's fantastic. i think they are gett

what about micron? >> i usually sell when it gets to 25. but now it's at 26.ly hits 25 and returns to 19 or 18. >> regis, it's karen. you and david ihorn seem to have overlapping positions. are you guys working this together? >> no, we're not working it together. maybe i should, right? >> he's a smart guy, you're a smart guy. >> i wish i knew him better. yahoo is the one i'm disappointed in. it kind of lingers there and hasn't been doing much. what do you think of yahoo? >> it's dan. this is one we talked about on the desk. we're surprised the stock is not higher given all the talk of the valuation of alibaba. they're going to sell 12% on that stake on the deal. we think the stocks should be higher if the deal is going to come at that valuation. it's a tough call. >> it is. right in the middle of the 30s. incidentally i see timmy at my gym and i think tim wants to be the irish stallion like guy' dom -- adami the italian stallion. >> does he only do curls? >> he loves those biceps, doesn't he? >> give us a stock pick. you're so great. give us one. >> my, dogosh

micron up 6%. >> we have been talking about this for a long time now, right? >> it's not a valuation story. it's all god to do with man pricing which continues to be stable and demand continues to be strong. as long as those are intact the stock goes higher. >> sketchers. >> yeah, the marathon in those shoes. >> he wore those shoes? yeah, i think so. the ones with the wobbly -- >> the light ups? >> yeah. >> all right drop for trance canada down 4%. >> i saw you do a thing on -- >> the more this is a political football, the more it's going to be negative for this company. i would not dive in. wait for the 47 level to be confirmed. i wouldn't buy it below that. >> i got a pop for portable game changer. it was 25 years ago nintendo launched it's legendary game boy. games such as tetrus. featuring no fills graphics. today it has sold 118 million game boys worldwide. >> i love tetrus. >> it's classic. >> i love it. >> you're got at it? >> yeah. >> tetrus is one of them. >> a god-given talent. >> all right. young brands in the red today. tomorrow dan nathan has the

i totally missed the bottom in micron, the semiconductor company that makes memory chips back in 2012se i wasn't paying close enough attention to the real key. when the company reported a terrible earnings number i thought who cares. then the stock jumped. what did i miss? derabs. deram pricing. most basic chip in the food chain and the bread and butter had a bump up in their selling prices during the quarter, not down, but bump up. that was extraordinary and something no one expected. it happened because the business has been so horrible for so long, many companies have thrown up their hands and given up. supply had been a rarity in this business. they went on to by a failing competitor and it has been off the to the races ever since from december 2012 to december 2013 triple. one more situation you need to be aware of, a metric that might not seem to be important but is actually all that matters. when a company is based in the united states all we care about is emerging markets. one of my best buys ever was picking up taco bell and pizza hut but all of a sudden sales declined becaus

melissa guessed micron. >> i was trying to guess based on the axises. >> i know, the xs and ys. e-trade. like the third-best performer and one of the -- i think the worst performer so far in april. you wonder if there's a michael lewis effect, like the flash boys, but -- >> all these guys get rebate, right? so if the rebates are taken away, that could impact them. schwab is reporting earnings tomorrow. >> i have to say, though, i'm embarrassed. you are the host of "fast money", very smart show, and you didn't get the answer. >> you're embarrassed? you're saying i should be embarrassed. >> i just read the script. you didn't even know. >>> up next, morgan stanley out with a huge call -- get this. small-cap stock, they see 430% up side. that's not a misprint. 430. >>> plus an upside surprise from citi, lifting the financials. is now the time to buy the banks? first traders keeping a close eye for the crop report. jackie deangelis has why this matters to you. >> the usda coming out with this report, the first estimate on corn plantings for the year. they have revised estimates for 2

. >>> one of the things that's clear, we profiled micron last night and said it's been an amazing stock but the deram companies, the companies that make derams haven't been spending. you mentioned that they have discipline and i think that bolsters the case for deram stock. but you also mention that they are starting to spend. are we at a tipping point where finally these deram manufacturers are saying you know what? it is time to give lam some money and expand our -- expand our supply. >> you know, i wish it was quite as simple. i mean, the reality for us, obviously, is there has to be a need in the customer to add capacity or to upgrade capacity and one of the really nice thing things about discipline is it tends to support profitability levels we're seeing today and profitability levels enable investment by the semiconductor companies. so there's capability there and emerging need and to a large extent the investment customers make are responding to the challenges of the consumer. we all want cheaper products and we all want products with more performance and functionality and whethe

micron technology getting a big boost. at drexel hamilton. they see some positive news on -- or expect positive news on marngt expansion there, as the server and pc parks -- or i should say the server and mobile stores remain strong. sue, back to you. >> mary, thanks so much. let's talk about where you with find opportunities in this crazy market. j.j. burns, is with us, as is abigail doolittle, joining me at post 9. the market has gone pretty much the way you thought it would go. you just have an interesting reaction. >> i think that the gold and the materials sell-off here may signal that we're going to see some volatility up and down. no real certainly direction, but yes, i do. maybe 20% off this year, pent up from last year, so i think you want to deal with it in a few different ways, reduce equity exposure in key -- you want to sell the high momentum names and look for outperformers. i like the natural gas space. i like as a theme interest rates. i think we're going to continue to see rates rally this year, and some names that may do wel

i'm saying 50 times next year is not in any way a bubble, nor cisco or micron. >> yeah, the traders i talk to, they bring up the valuation point all the time. they say if you look at the trailing p/e of nasdaq, which is home to the big-bubble stocks everyone leaks to talk about, it's only 20 times. back in the '90s, nearly 50 times. i have to tell you a lot of investors and traders i'm talking to are puzzled by einhorn's letter. they're saying, yes, he's making this point, but people have been talking about this for the past six months. you're already starting to see market correction based on some of this frothiness. >> maybe not as much as he expects to come down the pike, sheila. when you look at the ipos, for example, that our own jim cramer has raised flags about within the last three weeks, you can understand why einhorn, cramer, other astute and long-term investors get a little concerned about what they're seeing out there. >> scott, what happened though -- what happened, though, very quickly, once there were a couple of failed deals -- and by failed, i mean they priced below w

micron--mik hite brown and rafi torres score a pair of goals of the second period. only raised it to goal deficit will spark the rest of the team to unleash a wave of golden turned what had been a close g[doorbell rings] hey. hey. what's this? it's u-verse live tv. with at&t u-verse... you can watch live tv from your device. hey. hey. anywhere in your home. [doorbell rings] hey. hey. so you won't miss a minute of the game. call now to get a u-verse bundle for the same great price for 2 years. guaranteed. yourducaon ibuilto he movyourareeforwd.enix re'sow: we work th ldingmplors lea whayou ed tlear solass impt yo carr. while heing sureredi you' alrdy ened y of anwe he caer pnnintool to kp yoon tck evy st of e wa plus thereshn fieen, n't ally r and gruati, it'sust e bennin becauswe bld ecati arou whe youant go. , yoknowyou n gethe b yowant read let geto wo. 55 -- a some new video venture kron4 quick thinking fan at rangers game goes home with a unique souvenir, parcells as his grip and it goes on and the stands. in addition of a true dexterity, check this out. the fan

going through the nasdaq 100, applied materials, avago, amazon is down, whole foods be, we've got micronechnology down about 4%, and some of these have been high flyers. no one can be surprised. you're supposed to take profits, right? >> that's right. and, again, like you said, across the board it really is a diverse basket of stocks on the nasdaq 100, really taking a hit which some analysts have said this is an indication of, perhaps, a correction that we've billion discussing over the last hour. so another interesting point i was e-mailing with an angel investor, and he was asking me, you know, what do you think about alibaba? what does this mean for -- >> my pleasure, thank you. >> -- and this could not be good news for them. >> completely understand. thank you. liz: yesterday the same day that la quinta went public, they had a tough time. the chinese health care company did well, so i can see your exact point. jo ling, thank you very much. we are about three minutes away from the closing bell. we have hit some lows of the session. we are off them at the moment. again, it's been the n

look for the micron force or tab click on that.ess don't be shy no idea is too big or too small. terrible news for east bay family coastguard says as suspending the search for 14 year-old boy who was swept out to sea at ocean beach yesterday. presumably by a riptide. after searching by land and sea and air for marco corny hope. for nearly 22 hours because courts said it has exhausted the search area. the boy's cousin and father were pullout of the water by seven teen girls are for the lab is be the son of the fire captain. heroes turn the scene today while there are already signs warning the beachgoers he was a push for more signs explain what the do if you're caught in one. >> : red currants are nothing to be afraid of you just have to know what to do its a really now you what is inside as parallel to the beach and the shoreline. and as i get out of it. >> : third single sale yesterday's said to be in good shape yet and not and hospital. missing the father had to be resuscitated by fire personnel he remains in critical condition.

to stack -- to tech stocks, micron up about eight percent.rent report saying it is going to be a solid quarter. software sales will be up 4.8%. oracle was up almost three percent. on the downside, curate -- keurig selling one point 4 million shares. test thing. it had a huge run-up. buy one.liu will >> it would have its own car. doing well for us, no question about that. >> janet yellen spoke as the markets responded. made it pretty clear central banks will keep low. friday's jobs report set to show an increase of 200,000 payrolls according to economists we surveyed. the guest host for the hour is ian shepardson. let me get you the take on it -- on janet yellen and different approach to monetary policy. >> a little storytelling thing going on there. the mood music was very dovish. if you look at what she said, no different than the standard headline about tapering steady pace and contingent upon the data. the thing is, you can only push this so far. the data ultimately tells them what to do. if we print friday to 50 instead of 200 and the nex

technologywo, micron , the largest u.s.hips, beat analyst estimates as limited supply that amid lackluster computer and phone demand. one, grubhub, the serviceood delivery starts trading today on the new york stock exchange. grubhub raise $192 million in an ipo last night. it was above the expected range. we will see how it trades today. in fact, they are ringing the opening bell, and look, pizza slices. wow, ok. [laughter] now you know what you might be having for lunch. as markets open, i am joined by my guest host and fund manager at gamco. do you care about ipos? >> we do because it is part of the process in allocating capital. it is so the minimus that we do not participate in them, but notwithstanding that, what is important, if a public is -- company is going public in an area, what does that mean for comps. >> what about grubhub, which basically gets commission for online, and the valuation is, in many ways, as we have seen, a bit more expensive than even what some of the traditional food companies are getting. are

i croak on -- micron announcing earnings after the bell. announce earnings tomorrow. there is a little bit to talk about. >> just a little bit. world's largest bond fund. >> stocks, bonds, currencies and commodities. i almost did not do it at least -- a second screen. will join us later on the importance of the press conference. equities do better than good. we will talk about that in a moment. i would also look at the cr be indexed. -- crb index. what has not moved, the two year zero .45%. here is the equity markets. up we go. one of the great themes here is no. scarlett had to stay at home for two consecutive days. >> never. i got up extra early to shovel myself out. >> the spring rally is what we will touch on. >> you call it spring but it has been very buoyant. >> that is better than what i said. >> scarlet fu outdoing me once again this morning. an exclusive. >> notice how many people hate the rally. they just will not buy into it. we will not make you wealthier. we will make you smarter here. interesting and frankly very sad front page this morning. atreferring

micron, the semiconductor company, apple, and netflix.o not too bubbilicious. apple trades at 13 times earnings. an interesting one, though. this may lead to the bubble talk. netflix trading at about 136 times earnings, so maybe there are signs of it there, although one astute investor did tell me, the more you hear people say this time is different, the more you may think that maybe things are due for a correction, carl. back over to you. >> yeah, einhorn starting a conversation here, dom. thanks a lot. >>> speaking of which, apple set to report earnings after the bell, and it's a good bet the stock will make a big move one way or the other. how do you play apple during trading today? we have some ideas after a short break. ♪ [ banker ] sydney needed some financial guidance so she could take her dream to the next level. so we talked about her options. her valuable assets were staying. and selling her car wouldn't fly. we helped sydney manage her debt and prioritize her goals, so she could really turn up the volume on her dreams today...a

i got a lot of heat when i said i liked micron. herb greenberg took the other side. from the other side. if they are not building foundries this goes much higher. if they are building foundries it's a game of click be and the stock dinz. >> one retailer not putting together many new stores is home depot. gets hold to buy at bmo. that's going to be in the top ten list. >> positive story. what's more important wane hood, one of my favorite analysts had been bearish about home depot some time. obviously adding one store this year in williston. what is interesting about the upgrade he cut numbers for 2014. he did boost for 2015. but he's now below the street 2014. stock has pulled back. those who think i'll buy it, beware if wayne hood is right you have another number cut. frank blake said over and over again it's planting season you have to get better weather for home depot to blow out 2014, he left wiggle room wayne hood, but he is the best. >> finally our own parent comcast we mentioned 68 cents. does beat 64 cents. you mentioned revenue growth up 14. cable revenue up

micron, kell log, these are all value names. they probably have six per accept. we had this debate again. that is what value versus growth is all about here. but their revenue guidance for the second quarter brackets expectations. it was up early on and now you see to the downside. you were talking about these absurd incentives. look at what is going on with apple. that is to pay their by back program. they have $150 billion they are sitting on in cash. why are they floating $17 billion? why should they pay taxes on that money oversees? they can float new bonds for 2%. what do you want? apple is doing it. karl there is another classic example of the incentives of keeping the money overseas. when we come back eye live interview with steve schwartzman. when we come right back. [ bagpipes play ] make it happen with fidelity active trader pro. it's one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. >>> keep your eye on bfa. spending the buybacks at the open traded 21 million shares before the bell. 2

he also said that they continue to make money on their stake in micron technology, another chip company, and they lost money on their bet against keurig green mountain. the funds also closed out money-losing propositions on long positions in general motors as well as short positions in chipotle, as well as michael coors. einhorn also made mention of recently making a bet, and michelle mentioned this earlier, against a group of "high-flying momentum stocks." he also said that we're in the second technology bubble in the last 15 years, and that investors who are worried about the effects of high frequency traders should route their stock traders to iex. that's highlighted in michael lewis's book. einhorn also said that green light owns a small stake in iex. michelle, back over to you guys. >> he wasn't specific about which stocks are in the bubble basket. >> he didn't mention -- why would you if you don't have to tell people about what you're doing. >> of course. especially a short position. >> absolutely right, michelle. >> you can talk your book. >> bill ackman, the reason icahn went af

if the thickness of coating is off by a couple of microns, basically a fraction of the thickness of yourl yards when you swing. super detailed. as for what's inside the balls, resin. so that's being supplied by chemical maker dupont and it has the surface has a waffle iron shape. the idea here is that -- it's also lighter weight than rubber which is the more traditional used core in the golf ball. the idea is there's more energy with impact. that's going to be good for your nike spokes people like tiger woods who is switching over to these balls. it's also supposed to be good for your average everyday golfer who has an off center swing like me. it's a very -- may seem like a lo of time and energy and money going into golf balls but it's a very crowded space. $1.2 billion business. we have a lot of competitors here. the usga saying theyested 1300 golf balls last year from 73 different companies. the top company here is actually titlist. nike is looking to bring the heat to take on larger market share. carl and kayla, back to you. >> obviously competitive business and widely watched name.

micro micron about to report. >> the pieces are all when you read them about the exaggerated death ofc and that these companies are taking advantage and harnessing big data. i heard that dell is doing well. obviously a private company now. >> it is. public debt holders, of course, in dell so you do get some sense into their business but not a great deal of transparency. you've been hearing they are doing better. >> doing better. >> yes. >> so carl icahn will end up being right, they've stolen the company. >> wouldn't that be something? >> we'll see. >> look. look at the numbers. i mean, have pcs stopped going down? >> no, they haven't stopped going down. they're still going down. >> no. in the hedge fund world they're not going down as fast as they were going down. >> all right. >> you can outrun them. the rate of change, second derivative. remember that class? >> yes. >> of course. >> talk about google at all? >> we will. but by the way, this is an all-time high for the dow at 16,601. >> transports confirmed. >> and now industrials. >> i believe in dow theory, i'm sorry, i'm old fash

watch micron. money" and sounds like the companies are spending and kla tanker and not spending. it's case by case in the semi world. be careful. texas instruments good, qualcomm not good. arm holdings not that good. revenge of the nerds. high growth ones nobody wants. >> we know what the housing data has told us all week long. a miss on new, a police miss on existing. whirl pool misses by 13 cents. they will open lower. >> electrolux was up by 3%. had a great quarter. sher wynn whims doing well. ppg saying there's spending going on on painting on homes. the housing numbers are awful so and the refi numbers seems to stock. they have considerable latin american business. >> colegate earlier on, they did match estimates, revenue in line. organic up 6.5, right? >> what's not to like, colegate. colegate is a technology company, taking share. i thought they did a better job than unilever. that kind of growth is hard to come by. again, people trying to reevaluate stocks. procter & gamble did not have a g