mr. santoli, you first lots to consider today. >> plenty. you know, the most bullish people were the ones looking at the market action itself and leadership profile and breadth and small caps and the credit markets not being disturbed and that's progressively fallen away it's a little soon for a retest of last week's low we went below last week's low just a couple of minutes ago really so it obviously reinforces the idea of a messy range, at the top end nothing can go wrong and now we have things going wrong so banks being as kind of indiscriminately attacked is unnerving always if any group is going to come under that kind of pressure, still, you know, we are kind of where we are above 3900 and i think there's a chance that tomorrow -- the fact that we have this jobs number coming tomorrow is causing people to sit back more and be a little more apprehensive about betting the support will hole. it could be spring loaded if we do get that cool jobs number tomorrow. >> you talk about, you know, the fear of things going wrong the question is, y

mr. santoli, gundlach about the fed and everything else.ut the fed and we'll talk on the other side. >> the fed is not going to go 50 people are wondering if we're going up at all. to save kind of the program and their credibility they will probably raise 25 basis points i would think that would be the last increase. >> all right that's gundlach. i was surprised. i thought he was going to suggest the fed wasn't going to do anything. >> yeah. i think the fed's preference is probably to stick with at least a quarter point raise. you know, that is an assertion that normalcy has been restored. we don't know exactly what spillover effects might be from the regional banking crisis. maybe they will have a little bit of a window on that in terms of gauging the ultsization of the deposit backstop program they started the cpi might matter a little bit, but it's about trying to seem as if we're coasting to the end, as opposed to panicking and reversing. so a lot depends i think on how the economy operates here. what i do think is interesting is the dr

this is a $200-plus stock once this all takes place >> mike santoli, you have an opinion on what is a highly critical conference call from mrs reason to express urgency on the cost side and other strategic maneuvers. it seems whatever the consortium, loosely speaking, of activists wants to happen, it has buy-in at the company, it's happening at a time where there are legitimate questions in moments of the cycle we're at, cutting demand for their services it's not just about where you have this static revenue pool and let's cut the expenses the growth rate is definitely something that is under question too. it's going to slow down because of the size of the company already. and, you know, can they instill some confidence that it's not just going to be, you know, harvesting the margins and it will restart growth at some point. >> dan ives, two stocks, salesforce and tesla, that have come off the mat so to speak with a lot of those higher-growth names. what does that mean going into both events? >> look, i think you've started seeing more of a risk. tesla it's been the price cuts and the demand so far. i think salesforce is im