gene munster says it's new apple glasses will be the future of the company. reality glasses will eat into iphone sales by the year 2020. >> amazon is extending its annual prime day promotion to 30 hours this year. so you get bonus six hours, al. discounts and other deals will be offered in an effort to boost sales during the slower summer months when the not the holiday season. deals only open though to amazon prime members that's how they get to sign up this year's promotion will start at 9:00 p.m. eastern time july 10th and end at 3:00 a.m. on ju july 12th. >>> wal*mart and amazon battling it out for new pro products. hundreds of inventors showed off their products to wal*mart hoping to sell them on their website and in their stores. am month son hosted an event with entrepreneurs to discuss ways to grow their businesses online. it was build as amazon's first ever boost summit. >> why a lot of peopl uber drivers. >>> plus, who should pay for the first date? >> whoever asks. >> some day the lines are blurred thanks to social media. thursday talkers next. ♪ h

sports correspondent katie joining us, go through some information, katie, peter 0 mahony, of the munstercaptaining the lions, in favour of sam warburton, taking his place on the bench, should we be surprised at the time only —— should we be surprised that peter o'mahony is captaining the team? welcome to auckland, top of the sky town, what a murky day, the lines will be very happy if the weather stays like this for the big test of course on saturday. —— sky tower. in answer to your question about peter 0'mahony, sam warburton has been struggling for fitness on this tour. he has come in great game against the maoris, in the backline, taking the armband, we expected him to be captain for this one but it caps of what has been a fantastic year for caps of what has been a fantastic yearfor him. he has caps of what has been a fantastic year for him. he has come from nowhere, and relics tory, he was not even starting. warm up to jamie heaslip that saw him going into the team. man of the match performance against england, that has been the platform up until now, and he finds herself captaining t

and you will be hearing about this for weeks to come, munster come.g to us. and now, it is time for the papers. —— thank you for talking to us. the second edition on a friday night. hello and welcome to our look ahead to what the the papers will be bringing us tomorrow. with me are parliamentary journalist, tony grew and the entertainment writer, caroline frost. couldn't resist staying to this late hour. painfully. —— thankfully. tomorrow's front pages, starting with the i. the i leads on tonight's tower block evacuation in camden — as the local authority; the paper focuses on how a fridge freezer started the grenfell blaze. the express labels theresa may's critics "eu bullies" as the prime minister announced details of the uk's offer to eu nationals after brexit. according to the times, the manchester suicide bomber used videos from youtube and other websites to help to build the device that killed 22 people. and the mail serialises a biography of the duchess of cornwall. we will start with the i, who got the evacuation of the five evacuations onto i

emily: we had gene munster recently who thinks that iphone sales will peak and 2019, and that the nextig product from apple will be augmented reality glasses, and i wonder, is that true? what that change a particular behavior you are referring to. david: it is one of the reasons why a lot of people are excited about augmented reality because if it could be implemented properly, which i don't think anyone has yet seen, it would potentially give us the ability to effectively be online and be in the real world at the same time. i think that is the reason why people like mark zuckerberg are so excited about it. i do think tim cook is among the few people in tech that would say, nobody can imagine anything replacing the smartphone anytime soon. a lot of people are imagining a lot of stuff, including those people in seattle at amazon where their echo devices have made impacts. emily: facebook announced hitting 2 billion users. you say that the future of facebook and the iphone go hand-in-hand. david: they have gone hand-in-hand along. ,hen people use the iphone spending two hours a day, when

> josh, thank you, for more on apple's self driving technology, what it means for the stock, gene munster >> hello >> what's your reaction to what people had to say today? >> just masterful in terms of the message. he's already thinking about the iphone 7 coming out and the hyper on that. he's starting to slowly change the conversation around the apple story. so credit him for doing that then there is the piece of what will happen and what they will do i think consensus as josh mentioned is what happened is driving towards us to be essentially an operating system for a lot of car manufacturers i don't necessarily believe that's the case. i think all options are on the table for apple. i think the option of competing directly with tesla is a daunting task that is they will have a difficult time doing that i think tim cook's side, they're trying to physical this out and could go either way. >> does this make sense to you is this the right kind of move, if you are an apple shareholder? what are you saying tonight? >> you're happy because of market there is 80 million vehicles sold globally e

jean munster is the analyst and he's pretty spot on with a lot of these predictions.own to do things better than the competition ey but they pack a big punch. >> we shall see. >> reporter: i don't see myself wearing them. i don't care about augmented reality. >> i don't either. i just want to get out of town for the weekend. if you bump it up $6,000 invested in 2007, $50,000 today in apple stock. some people are really not having to worry about the $59 airfare. thanks lauren. >> reporter: not at all. first there is a. >> class. >> see you tomorrow. >> reporter: bye. >> good morning. >> good morning. >> you're offering heat and humidity. >> 10 years ago like everybody had $600 laying around. >> and that was before 08. >> we never knew how much we were really paying for the phone. >> 66 now in washington. more heat and more humidity today although not terrible. we'll be near 90 this afternoon but it will be noticeably warmer than what we've been enjoying last couple days. yesterday was a gorgeous day. >> beautiful. >> just beautif won't amount to any rain or thunderstor

gene munster is looking about the new iphone, signs of new features. excitement about that new iphone is what's helped drive apple stock up almost 30% this year. there are skeptics. apple was just downgraded arguing upside for iphone 8 is priced in. in terms of software we'll look for hardware updates, updates to that laptop lineup as well as a smart speaker. apple will take on amazon and google. apple would bring advantages to that fight including a huge global installed base nearly 500 retail stores all around the world and of course one big marketing budget. guys, back to you. >> absolutely. josh, thank you for that. for more on this let's bring in executive editor karen swisher and an early apple employee. guys, good morning to you. we're going into this conference, coming out of the code conference last week. i wonder if you feel that apple was not the talk of code the way it has been in years past and whether or not this conference might change that? >> well, you know, they were not the talk. we did invite them. the problem they have is timing. a

gene munster with us, managing partner at loop ventures. want you to comment on blue apron please. >> i'm not a fan. not because i don't like the product but because i think it will be a lot of competition. you have touched on it. it is not just amazon. there are a lot of regional players. you talk about the ability for them to retain customers. there is a lot of cost, trying to recapture those customers, this is similar problem that group upon had self years ago. so, i think amazon headline was poorly-timed. i think it really speaks to the competitive nature of this business. so there is definitely a place for preprepared meals. i'm not a huge fan. stuart: that is interesting. this man can turn his hand to anything. he is on the show talking about the iphone. 10 years since it was introduced. gene munster wants to talk about that. i don't blame him because it's a very good subject. i was reading your notes, gene. you were talking about apple glass, you think they will be a big success, even than google glass? i haven't heard of apple glass

gene munster has done some polling suggesting the next iphone has a much bigger rate of people upgradinglast release and it could be good news for apple this year. the ipad, there is really a demand, a use case issue. we are hoping to create that with new software. ,ulia: we were talking about earlier, this message that is signaled -- [indiscernible] there seems to be a lot of excitement about what has been come up with this year. apple has been hiring like crazy. one of the things they share off , they really drew some oohs and ah's. a development kit. something we will never use, but you can develop cool stuff happening in pokemon go. old at the phone and see stuff that is not actually there. as you move it around, it can react. that is hard to do. it takes a lot of programming ability to do that. the people that made pokemon go spent years working on this kind of stuff. apple has treated tips to plug and play and develop in a 3-d augmented environment. it makes it so much easier for developers. who knows what they will come up with? things that we see while we drive for games we play.

. >> all right now let's talk technology tesla to netflix, gene munster has a view of it all gene joinsause tesla up 70% year-to-date elon musk tweeting last night basically wait for news in july on the model 3 how important is a july release date or at least a significant update to tesla stock? >> it's not that important obviously it's been part of a move the reason why investors are long tesla is there's a fundamental shift going on now when people go and look at cars moving around i want them to think about horses. because, they're going to change dramatically this is not about the model 3. one other piece to this is the model 3 is going to be particularly cheap if you look at total cost of ownership i'll set that aside. but model 3 is important, but what's more important is this bigger shift every tesla that's shipping today is going to be fully autonomous, and what tesla was saying two years, hard to believe that i can talk about how that's possible but this is going to be a huge shift in terms of how we get around and tesla's a pioneer in this >> okay. so not that important but i

i know gene munster wants to see do we see any new a.r. features. and it's probably not just software. might also see some hardware updates, maybe updates to the laptop lineup, the mac represents about 10% of the company's total sales as well as reports maybe we see that new siri enabled smart speaker, apple taking on amazon and google. right now amazon controls about 70% of that market but apple would have advantages of its own, huge install base and, of course, a big retail footprint nearly 500 stores around the world. guys, back to you. >> josh, thank you. josh lipton in san jose. for more on what to expect let's bring in an apple analyst and managing director at btig and our own john forte joins us for the conversation. walter, i will kick it off with you. this is a stock that moves on the notion of an iphone 8 super cycle so in terms of what they could announce today, whether it be an ai chip that has been reported in the past or ar, what are you looking for? >> i mean, what you talked about, software that maybe gives you hints about hardware b

amazon down 5% th beginning of a selloff or breather let's ask jay from griffin securities and gene munster ventures. jay, starting with you i mean, in terms of if there is a buying opportunity, which name do you buy, and do you think it is that buying opportunity >> we would. we've been recommending microsoft now as the preferred megacap name in software for five years for reasons that i think remain valid with addit n additional reasons that are increasingly compelling, not the least of which is the success in the cloud businesses services, but if you think defensively, one thing you should start focusing on is cash flow this is a company that's shown particularly strong results in that respect, and right now, particularly after the selloff, particularly good free cash flow yields, so we focus on that. >> is there a case to be said the windows business is coming back what percentage is their rolls earnings today >> yes the toe call windows business, just pc fails, is about a tenth of the business, and it is recovering we're not counting on much growth, but it is certainly doing better tha

gene munster says so he is here to tell you how tight

teh watch, gene munster on the show yesterday, he likes tesla, it's about renewable energy and not aboutaking a great car and tesla this morning is up another $5 at 358. jack, what do you say about tesla? >> it's a fun company it watch. -- it's fun to watch. i don't see for a lot of people today. i'm excited about the new products, but the company is burning cash quickly. i have a hunch, there's going to be massive upheaval in cars over the next ten years. i wouldn't be surprised if the future consider caps, gm, ford, i think those companies can still innovate. stuart: what do you say. >> if you're buying a tesla car at a phenomenally big price, you're not so interested about renewable energy as you are car. they've got to deliver on the goods. stuart: the chart just like that. the dow has opened 40 points higher. thanks indeed. liz peek, jack, art, all of you, thank you very much. back in a moment. >> all right. where are we? 13 minutes into the trading session, not a bad gain. 36 points higher. 21,171 as we speak. take a look at netflix. there's a new report that says they could get 12

17,000 are in partner programs amazon bought twitch in 2014 for $970 million in cash analyst gene munsterthe streaming site could be worth over $20 billion by 2020 >> did you feel like you get it now, or no >> i know that there is a much larger market to be captured there. that's the one thing i can conclude from that >> all you need to know is that there are people who play games. >> that's a streamer >> no, no. if you play games, you can stream -- people are watching other people play games. that's what this is -- >> if you're good enough -- >> it used to be that you had to be basically an approved partner to stream your games >> uh-huh. >> now, all of us can stream our games. >> so anybody can watch us play. >> and we can make money from it >> there you go. >> we cannot -- >> we can probably, but -- >> lots of skills. >> okay. sticking with the game theme, the guardian con marathon stream featuring some of the best streamers on the site hosting a nonstop charity stream this week all proceeds going to saint jude children's hospital. so far gamers have donated more than $900,000 to the c