moulson coors one of the big gainers on s&p. up 6%,.let's go to nicole petallides on floor of nyse. nicole. >> everybody seems to be talking about the potential for m&a activity. will there be mergers or acquisitions. why is that talk even starting? and you could see here the moulson coors did jump to a new high. up almost 6% on the day yet nobody made an offer for moulson coors. the reason behind this there were reports that sabmiller had been looking possibly to make a deal with heineken. heineken basically said no. we want to remain independent. then there was chatter from "the wall street journal" in particular that anheuser-busch inbev was talking to maybe get financing to take over sabmiller. so, all this talk has really given the group a real pop. if you put those two together, they are the number one and two largest. so there may be some antitrust regulatory hurdles to continue with if that were to actually happen but keep an eye on this group, liz and dave. certainly one that seems to be brewing. i don't mean to be funny. liz:

you also have moulson coors up sharply because of the idea that if there were ever to be a deal it wouldlf of the ownership in the joint venture of tap of moll son coors and sabmiller and coors would benefit taking over that jv. none is to say there won't be consolidation at some point but they're controlled companies at this point. sabmiller with ultri. the family at 14%. of course, for its own part, a b inbev is controlled. they're not going to sell. they're the biggest by far at 180 million in market value. you have a lot of difficulties getting deals done on an unfriendly basis and does not appear, does not appear that sab is interested in a deal happening given, of course, their overture and rejected by heineken. carl? >>> an exclusive interview with tom lee of jp morgan and out with his own firm and a new market call, a lot of people want to know if tom is as bullish as he was when he left jp morgan. we'll find out in a minute. when change is in the air you see things in a whole new way. it's in this spirit that ing u.s. is becoming a new kind of company. ing u.s. is now voya. chan

it is coors moulson.t friday unusual buying in the morning of the october 72.5 and the october 75 calls. >> unusual activity. >> $2 for the 72.5, today five bucks. 75s were -- >> show me a chart. >> show us a chart of tap the way it performed on this news when you see the spike. spike up to $77 a share, scott. big move in this. i'll tell you what this isn't over, i don't think. this is not just a one day event. there's more because joe points out a lot of consolidation, folks trying to figure out how they want to position themselves best. i think this is one of those names that one way or the other is going to go higher. >> the thing about tap you can make a strong case fundamentally. they don't have to spin or sell or buy. they are doing a good job at restructuring what they have in canada and in the u.s. they have easy comparison in europe, generate more free cash flow this year. go back to their second quarter everything beat. sales, profits, margins, across the board. i like something where you have r