in fact, pacific crest downgraded and nvidia to underperform.t writing that a recent asia trip revealed that all may not bess as peachy as it seems it pc land. micron tech shares have been hitting fresh multiyear highs over the past weeks. we're looking at shares higher today, ahead of the earnings report. investors have been taking note, but goldman sachs put out a note saying they're in dangerous territory and the market is overemphasizing the good news, ignoring the bad news. back over to you. >> thank you, seema. >>> in many senses, that sums up where we are. very cognizant of the good news, ignoring the bad. it's called bull territory, i'm told. we are 87 points shy of dow's 17,000, and heading to, sue, in the wrong direction. three winners before we hand you back. thank you. integris, petsmart and vertex. i'ming, always a pleasure. let's do it it against tomorrow. >> why not? thank you very much. >>> simon and i will sue you tomorrow afternoon. sgro a slurredle on the road do dow. welcome to "street signs", stocks are stalled. >>> plus, is

pacific crest downgraded and nvidia, weak consumer pc demand.a recent asia trip revealed that all may not be as peachy as it seems in pc land. now, sticking to the semi space, micron tech shares have been in rally mode. ahead of its earnings report, we're looking at the stock slightly higher on the day. investors have been taking note of the rebound. goldman sachs put out a note saying semi stocks are in, quote, dangerous territory and that the market is overemphasizing the good news and ignoring the bad news. we'll have to see if the chips are due for a pause or if earnings will reconfirm the bullish case. lastly, blackberry shares move to the upside after reporting better than expected earnings last week. pacific crest upgrading that stock. we're looking at blackberry up about 27% over the last one week, carl. >> all right, seema, thank you very much for that. >>> preparation is meeting opportunity at spotify. quartz is reporting the company is carrying out dry runs of earnings calls. a public company every three months, spotify rehearsing wit

. >> bank of america cut them last week, them being nvidia. >> intel needs some sort of foil. stock has been really interesting over the last month or so, a little bit of a pullback here. i don't like amd, but there might be some mojo. i think the stock trades north of 4.50. >> should investors get out of chip-makers broadly, so if you had to bay an etf as a peg to a chip-maker and the put it in some sort of basket, would you? >> yeah, but i'd buy intel. >> finally got out of their way in cellular and getting into the faster chip processing, the more efficient chips and the dividend yield meets the valuation meets. mega cap tech, a popular trade that i would stay in. >> closing the votes. closing the votes. there you go, wow. the yes team pulled it out. >> once again. i guess we're wrong. >> nice going. >> get out of. >> a very negative audience. >> so that's a negative -- >> everything was bad, right? >> everything that you said, guy. >> tom jones, by the way, should have a q and a about him. >> by the way, we're not doing done voting yet. we want to know what you would rathe

be scarlet will bring nvidia new york rangers cycle. to melt up and make new record highs people are looking for a catalyst. anyone -- anynk of us could have potato that would happen. one thing to keep on our radar screen is the possibility of a little bit of an inflation scare . the expectations bar is almost on the ground. i know we were talking about rents going up. nonsupervisory wages are starting to pick up. lending growth is running at a 10% annual rate. you are to see some philosophy. some of the short term signs that we may get a little bit of a scare, that resets thinking on fed policy. if you look at the investors intelligence data. ofdata, there are a lot bowls up up it is the 95th percentile. that is how many bowls there are versus bears. many bulls there are versu s bears. like sentiment is frothy enough that that is probably good for the market. >> you don't talk about for one case directly. you don't talk about individual stocks. directly, you)s don't talk about individual stocks. what is your counsel to people who feel

the other big call, pacific press, downgrade of amd and nvidia, to underperform. interesting call. a great year to own some semi names and they say even with the rebound in corporate demand, excess inventory starting to bubble up and making them nervous. >> they've been to asia and they see concerns in asia down the supply line with pc excess inventory, that's a point after a struong run. >> analysts talking about the rebound in pc sales and demand, which is a totally different story. >> yeah. google news that broke friday, buying drop cam, google's nest unit, for half a billion. paid in cash, as we continue to talk about the internet of things and web connected devices for your home. coming off of the apple conference, that's going to make some news. we talked to the ceo a few weeks ago, this was already in the ether. it's going -- raises questions about privacy. >> google has the program meeting this wednesday. >> right. >> which is important for wearable devices on all fronts, whether apple, sampson -- >> who is in the lead on the smart home? apple or dole? nes