. >> reporter: sergeant mike bell is an army reservist. he grew up in this state and was part of the search and rescue team 14 years ago during another huge twister. >> a thousand times worse. it's like a war zone. >> reporter: the rescue and recovery effort is not limited to those in uniform. 15-year-old morgan smith rode out the storm in an underground shelter. when she emerged, a neighbor was trapped in the debris across the street. >> me and my mom ran across the street and came over here. and we dug her out of like where that red thing is, she was down right behind that. >> reporter: rescuers have now scoured this neighborhood at least twice. on this pass all they find is empty homes. sergeant mike bell says he had to be here. this is personal. this is home. >> as an oklahoman, it hurts. >> reporter: his stake changed forever. gabe gutierrez, nbc news, moore, oklahoma. >>> when we come back, information for all those looking to help the folks here. >> a teacher saved my life. >>> we've tried to make this easy on you by assembling a li

mike! >> it rings the bell. >> remember mike and ikes? parted and you were never in the dollar tree with me, the candy aisle of the stars. i was eating some runts last night that i got there for a smacker. whoa! >> david -- i can't even keep up with the whole -- >> you have the story, david, the special committee with icahn today. >> we'll keep an eye on it, the special committee is a relatively long checklist of things as they continue to do their work on whether the recap plan put forward by southeastern asset management and carl icahn last week would or could lead to a higher offer or be considered to be a superior proposal that they've accepted from michael dell and silver lake in partnership. there's a look at dell shares trading below the 13.65 deals and we know blackstone holdout because of concern about the pc market when you hear about southeastern and carl icahn speak as he did on "fast money" on friday and it's all about the acquisitions that have been made outside of the pc business and what will be the realization of those va

mike? >> kimberly clark today's overpriced staple stock. >> goog bell on a pull-back tomorrow. >> vaw, addfor all investors. there is 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, my job is not to entertain you. i'm trying to teach. call me at 1-800-743-cnbc. >>> which came first? ben bernanke or the bull market? that's what was on my mind when the m

mike kruszewski. they asked coach k. to speak there after he gives his presentation, he will be here on "closing bell." you don't want to miss that. >> i love talking to coach k. about leadership. >> that's his thing. >> we'll talk with him. the dow jones industrial average, off of the highs of the day, but nonetheless, none chartered waters here. nasdaq looks like this. gains there as well. although it, too, off of the best levels, showing a gain here of about seven points, a quarter of a percent higher. and the standard & poor's in unchartered territory again. another all-time high if we closed here. a gain of just two points, nonetheless, unchartered territory. >> bob pisani is walking the floors. >> the way i've been explaining this. modest liquidity, restricted supply, increased demand nor stocks, because people are looking for dividends and you get a squeeze on stocks. take a look at some of the major indices. the industrials are up, the transports are down, for the first time, they've generally been outperforming. cyclical index, still modestly on the upside. the consumers have been on the downs

mike mayo gets bullish on morgan stanley. and after the bell tonight, cisco up over 30%, and our traders will battle it out over where it could head next. stocks are up eight of the past ten sessions and have now gone nearly 180 days without even a 5% correction. does it mean stocks are bound to pull back, or does the momentum renewed by hedge fund heavy david tepper continue? we're trading the markets today with steven wise, john and jerry, mike murphy, and stephanie link. how about it, murph, is the rally here to stay now that tepper says he's bullish? >> the rally has been before tepper was on, and i think the rally does continue with or without david tepper. we've talked about it for a long -- for weeks if not months now, scott, that the market is giving you every reason to be in it at these levels. there's really no reason to jump in and short this market. we talked about the s&p getting through 1,600. now we're up at 1,657. today an all-time high. when you have the fed backstopping this market, and not just the fed, but global central ban

bell bottom work trousers. >> you put that to work. hard to thing of them as work trousers when people pay over $100. >> so true. mike? >> looking from mount tamalpais, check how clear the air is. no clouds impeding the sunshine. it will warm us significantly. santa rosa two degrees warmer f. up to 90 in concord. 87 in san jose. 86 in oakland. 86, also, in fremont. the temperatures are seven or eight degrees warmer than yesterday. the entire state is cloud-free. low-to-mid 90's through the central valley and 69 in tahoe and 68 in monterey and 8 in los angeles and 101 in palm springs. safe travels. leyla gulen? >> we are watching a crash in sunol which is causing delay if you head southbound along 680. right now, we will look at the drive time, traffic 580 headed away from 2305 to dublin is 23 minutes and 101 from san francisco, at sfo, sit a short 12-minute commute. from 101 through san jose to cupertino end is under 20 minutes. our golden gate bridge is quiet this morning. so far, we are not seeing too many accidents or construction projects. if you are coming from sausalito and toward san francisco not a problem out

bell ringing in about 17 minutes. who among you have watched catch fish, the reality show online dating? mike is all over that. show that is one of mtv's biggest breakout hits and the company behind it that you may have never heard of, relativity media that does everything from tv to movies. a social network, a big draw at this event joining us next. what is the one question that analysts would love to ask mark zuckergberg? we have a facebook earnings preview next. we went out and asked people a simple question: how old is the oldest person you've known? we gave people a sticker and had them show us. we lrned a lot of us have known someone who's lived well into their 90s. and that's a great thing. but even though we're living longer, one thing that hasn't changed: the official retirement age. ♪ the question is how do you make sure you have the money you need to enjoy all of these years. ♪ we don't let frequent heartburn come between us and what we love. so if you're one of them people who gets heartburn and then treats day afr day... block the acid with prilosec otc and don't get heartburn in the first place!

>> we're in the final stretch. 12 minutes before the closing bell sounds for the day. 54 points higher on the dow. >> when we come back, mikelains why one of the biggest risks to this historic rally may be overbullishness by investors. >> there's a lot a fair amount of skeptics out there, right, bill? >> also, kkr had a global asset allocation. henry mcvey in the house. he's constantly traveling. we'll find out where he's going now and where are the hot spots in the world. back in a moment. en in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. how old is the oldest person you've known? we gave people a sticker and had them show us. we learned a lot of us have known someone who's lived well into their 90s. and that's a great thing. but

bell on thursday may 16th. that it's first time investors will hear from the new or old ceo mike oldman. the next morning they will hold a shareholder meeting in plano, texas. >> thank you very much, courtney reagan. what is the trade on jcp in a world where down 16.6% on comp store sales is a good thing? >> it's counterintuitive. you would love to short the stock. i think it's wrong to short it here. it's got room on the up side. broken company. that doesn't mean the stock can't go higher. we see it time and time again with a number of different companies. we just talked about caterpillar. that's somewhat broken but the stock has done well. not unlike hewlett-packard in november. own the stock here. >> talk about the markets here. what will drive the next leg of the rally? we are going off the charts with founder and president of eagle bay capital. want to look at the s&p 500. while focusing on the dow and 15,000, what traders like to look at, professional investors like to look at s&p. >> sure. we think this breakout last friday above 1600 was a big one for s&p cash. i think that's a b

bell sound, gavel goes down. joe terranova who made the more compelling argument. >> do you know what a sold out bull is, mike murphyt on it as the bull. all of the reasons that he's giving are the same reasons that i gave back then and those reasons were wrong. the price is what matters most. >> but where is the stock now joe versus last quarter? >> about 125 bucks higher. >> exactly, sold out bull. >> tell us who you think won the debate. tweet us @cnbcfastmoney. we'll give you the results at the end of the show. the real deal on apple what is the best way to track the real health of the company? there's been a recent job in revenue like cirrus logic and triquint. see it at bigdata.cnbc.com. >>> shares of tableau software, whether the stock is a stud or a dud. more "half" is on the way next. >> nice. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio s

mike pelton is live at the bart station in walnut creek. bellent and is that it's about 30 minutes headed into the peninsula. a lot of riders were caught off guard this morning and every few minutes the voice comes off the injured, informing people about a significant delays. for many commuters, as the first a hearing about those delays. a lot of people were caught off guard and clearly not have a back up therplanned. there lot of students that have finals today and say they cannot afford to be late. >> moderately frustrating, i do not know what i'm going to do for an hour but stand on the platform i guess. >> you will break bart instead of taking a car or other former transit. >> this is my former transit, this is what i've got. >> you have no other option? >> i have no other option. >> delays are headed upwards of an hour. in walnut creek we're hearing delays are 30 minutes. and two san francisco is still extremely inconvenient for a lot of people this morning. potentially, if possible take the day off. not everyone can do that. >> i might wit

mike mayo gets bullish on morgan stanley. and after the bell tonight,

mike. the trade has kind of been made at this point. >> here are today's top three trades for "the halftime report." first, disney trading at all-time highs ahead of its earnings report tonight after the bellsimon, what do you think? >> i think it's going to continue to go higher. they're crushing it with "iron man 3," the sports franchise doing extremely well, the margins are looking to grow. they've got great content with their acquisition of marvel. it looks good. i think it's going to go higher. >> yeah, i love "iron man." next up, mondelez. there are reports of earnings after the bell. stephanie. >> so the key for the story in short term is can the ceo deliver a clean quarter? following the kraft spin, she delivered two very disappointing quarters. i think if they do 2.5%, 3% organic growth and it's clean, the stock can be okay. i like this very much long term but not at 18 times forward estimates. so i would wait for a pullback and let's see how she can deliver tonight. >> speaking of organic, whole foods ahead of its second quarter earnings report. that stock is up about 10% in the last month. >> get segue. it is up, however year to date the stock is essentially flat. i think this q

mike, great to see you both this morning. >>> first on cnbc this morning, straight from the opening bell, celebrating its ipo today is channelcommerce solutions. shares of e-commerce trading at $18.20. >> this is a stock i told people on "mad money" get in on. the reason i did, this is the kind of e-commerce infrastructure and cloud infrastructure. i quickly want to explain to people what you do. it's father's day coming up. i told my daughter go on ebay, look at men's clothing. up pops a joseph a. bank special. is that done by you? >> it is. our customers are retailers. they want to get to consumers shopping at places like ebay, amazon, comparison shopping. we help those retailers connect into those channels so that when your daughter's out shopping for the great new suit that she finds joseph a. bank's products and we help wire that all together behind the scene pz. >> it is a subscription business. companies pay for a longer term relationship with your company. >> yeah. retailers sign up for a year. it is called shared success. if joseph a. bank does much better than they thought we did, we have a revenue share model. we

bell. smooth drive. some construction in dublin, that's the problem off the bridge. that is an issue. on the peninsula, 92 is clear now. back to you. >> okay, mike steel saddle to correct the problem. the fix is slated to cost between $5 and $10 million. we'll tell you if they think they can actually fix the problem in time for the planned labor day opening. that's coming up in 30 minutes. jon kelley and i hope to see you at 11:00. mama milia ♪ >>> time to play our weekly trivia game. in honor of mother's day, we thought it would be fun to see how well you remember some iconic moms from tv and movies. kathie lee haus $100 for those who get the questions right. and those who don't get the questions right? her cd. >>> jessica shaw is a senior writer at "entertainment weekly" and a mom herself. are you ready? >> i am. >> lovely lady visiting from arizona. name the mom that is associated with this tv theme song. ♪ >> clair huxtable? >> yes. >> she got it. >> she pulled it out at the last second. >> you can -- >> they always changed the introduction. clair is like super-mom. she's a lawyer and awesome mom, she makes it look very easy, though it total

bell. and i thought to myself think outside the bun. so i ran to your doors and asked for the cheese gordita crunch. no word whether she got the job. excellent grammar, mike> they are the most useless college degrees i told my daughters not to major in this stuff. leaving graduates with a diploma. >> and we're talking about fine arts and theater to film, video and photography as well as graphic design and architecture really? what are you supposed to do if you got one of those degrees. funder of the creative website, great to here. >> it's not always what is written on the paper? >> no, it's going to be experience in the degree. you wanted to leaveship position or research can give a handle on what you have done. >> i can't tell you how many interns, transition right into a job. >> it's a great way to get a job. you got at dedication and creativity. and it's pathway to a job. >> should you may not put on the resume what your your major was -- these are my skills? >> no, it's good to have it on there. if you are primed for something else as far as education you can lead with your experience and focus on the skills. what can you actually do because employer