each time priceline's model, which is to give you the cheapest vacation possible, has overcome any of these concerns and it should continue to do so given that vacationing is part of what you do when you join the middle class, and millions of people keep joining it every year worldwide. so the client base just keeps growing. priceli priceline itself is a cautious company, often gives you guidance that freaks people out when you first read it. maybe you buy some before it reports and some after if it does it's typical cold water dousing of the bulls in its forecast. tuesday has got some real tension to it. before the opening for instance we hear from domino's, and holy cow, i don't know if you heard the papa john's conference call this week, but they're talking about a pizza price war putting margin pressure on everybody in the business. domino's was obliquely fingered as the company that's the biggest belligerent in this war. look, i don't really know how much stock to put into what papa john's had to say given that it also blamed the decline in nfl ratings for its softer than expecte

earnings out of priceline. they announced q4 adjusted eps of $14 and $.21.beats the estimate of $12.97. ahead of estimates. growth travel bookings up 26%. q1 adjusted eps expected to come to --m the dollar $.25 this is bloomberg. ♪ ♪ u.s. stocks closing at record highs. the dow and s&p making another all-time high. not a big advance. the dow, this is the 12 straight day of gains, the longest streak since january of 1987. but we all know it happened later. joe: but history never repeats. it is really a remarkable streak. what makes this so interesting and unusual is each day's action does not feel like euphoria. scarlet: it is like a slow grind up. joe: a slow melt up in the market rather than everyday off to the races. it out aif you check bloomberg what you will see is the dow is up around 4%. it is not exactly like we are off to the races, but nevertheless, investors really seeing the glass as half-full it comes to what the president is promising when it comes to reform. joe: there are all kinds of things out there which could theoretically put risks, whet

. >> priceline did well. on valuation to dan's point i don't think it's nearly as expensive as people think. >> time for the move of the day and take a look at srt surging more than 2%. this is a number retailers namely nordstrom have been in the spotlight thanks to president trump breaking it all down is a man who is no stranger to the latest trends in fashion and retail, cnbc dom chu. >> we all know about president trump's tweet about nordstrom. that stock dropped but then rallied pretty aggressively to finish the day and gained again today so some are saying it's a statement supporting nordstrom. others point out maybe it's optimism of its regulation. there's a certain border thing that's out there. that's a variety of possible reasons one thing is more certain, nordstrom stock is one of the most heavily shorted stocks in the s&p 500. if that's the case, the move higher in it could just be the result of a short squeeze or that rush to closeout bets against the company's stocks. we ran a screen to look for

priceline hith record highs today. 1,728 bucks a share, up 6%. it's leading the nasdaq. it's been up more than 30% year to date. >>> the cost of college also unfortunately hitting record highs. last year diploma from a four-year in-state public university, nearly $25,000 per year, but the loans associated with that cost could leave the u.s. and all of us on the verge of an epic default, hanging like the sword of damocles over our heads. sheila bair was the fdic chair during the financial crisis, now the chair of washington college. she's up next on exclusive interview what she is hoping the president announces tonight that could put an end to the next major financial crisis before it begins. she's coming up next. we ship everything you atcan imagine.n, and everything we ship has something in common. whether it's expedited overnight... ...or shipped around the globe, ...it's handled by od employees who know that delivering freight... ...means delivering promises. od. helping the world keep promises. as after a dvt blood clot,ital i sure had a lot to think about. what abou

i got home last night, poured myself a drink, and read the priceline quarter. heaven. >> that's heaven for you, isn't it? >> the workday quarter wasn't as bad as the stock indicates. >> let's talk about it. i watched some of yesterday's show. >> the stock ran up. >> i heard them talking about getting some customers back after oracle loses them after buying it. >> they have been winning head to head against oracle and sap. they didn't give you the operating cash flow number you wanted. i am confident that, you know, it is a good stock to own. we're dealing with stocks like service now and workday, they are expensive. workday moved up very big after the quarter. look at splunk. expensive stock. it went down and came back up. i don't want to lose faith in workday. they're doing a great job. oracle has been a good stock of late. a lot of winners. there are so many companies. >> interesting point. >> he has his building coming up. if you go to san francisco, two cranes on the building, the largest building in san francisco. >> that's not always a good sign, new head

priceline, nvr, seaboard corp and berkshire hathaway. back over to you. >> thank you.ere do the options markets stand in the alphabet versus amazon the race to 1,000? let's get to mike for a special call to action. mike? >> so, when you're looking at the options markets, there's two things we wanted to consider. the first is is the options market expecting a really big implied move in the near future, the other is, is the flow bullish or bearish? we'll look at both of these. so, amazon right now, the three-month stat is trading around 7% to the current price versus 6% for alphabet. that is telling us the options market expects amazon to move more sharply than alphabet. however, when we look at what that flow is looking like, we actually see that bullish bets outnumber bearish ones by about 10% in alphabet, whereas bearish bets are outnumbering the bullish ones in amazon by 10%. the flow is more bullish in google. when we take a look here, we're trying to target 1,000. you know what's interesting is options are pretty cheap in here. so the trade, i think you might want

>> luxury is a huge market that airbnb can enter and expedia and priceline are pursuing it.opportunities there. what we are seeing with luxury retreat is that the interest from airbnb is not nexus early that they want l thosei -- th ose listings. but it is really about the technology that luxury retreats brings to airbnb and managing luxury listings. caroline: the look and feel of luxury retreat is quite similar to airbnb. it feels as though it could be a relatively good fit. also, what is interesting in your story is the fact that they offer certain services that luxury retreats, the we are starting to see airbnb echo. >> absolutely. lecture retreats -has- luxury retreats has the job at managing -- whether or not you want to use a masseuse or bartender on your vacation. all of these amenities are very cale,cult to manage at s because you are often in exotic locations and dealing with a small business. they have mastered that. into thatts to tap technology that can bring luxury to scale around the world. caroline: you have already written about the fact that airbnb is making

. >>> we're watching shares of priceline beating estimates in the most recent quarter, shares at all-timehs, approaching $17.50. this was a $7 stock i think about 14 years ago, kind of remarkable. "squawk alley" back after this. >>> let's get over to dominic with a market flash right here. >> news that microsoft's xbox will now offer a subscription service for $9.99 a month. it is called game pass. it will allow users unlimited access to over 100 titled. shares now lower by 4.5%. they see it as attacked game took's core business. >> thank you, let's get back to john ford at the world congress in barcelona. give us a temperature of what you're seeing out there. >> one thing, carl, that has been particularly fascinating, the changing of the guard at the fcc is going to lead to some changes in privacy rules. there is a stark difference between how the new chairman, and the previous one, tom wheeler looks at this, i caught up with them both here. pi says if goog enand facebook can traffic information about you -- >> as the previous fcc, there was -- i made the argument that they the ftc has a

priceline posting earnings above analyst expectations thanks to a surge in hotel reservations.he quarter rising nearly 18 por%. hertz seeing a wider than expected loss. the company booking $254 million in charges amid continued weakness in its car rental business. >>> and workday beating on the top and bottom lines. subscriptions grew nearly 40% for the quarter. the workday ceo appearing on "mad money" last night and told jim cramer about how oracle's acquisition of net sweep helped them. >> my guess is most of the net sweep management team will be gone in 12, 18 months, so most of those companies chose not to do business with oracle. i think they might come back to market and create an opportunity for workday. >> competition is rising out there. workday shares, by the way, down more than 3%. >>> perrigo agreeing to seat belt royalty stream from its drug tsyabri for 2.5 billion. they say the cfo also has resigned. >>> tenet'sal healthca healthca because of weak demand. it's down 14%. >>> and frontier communications losing customers and seeing average revenue drop as it missed s

i'm thinking of expedia or priceline, the big travel companies who don't quite do what airbnb does inm of the home sharing. they do some of it. charlie: what is the sharing economy? brad: it's a misnomer. uber drivers aren't necessarily sharing the car. a lot of airbnb hosts are professional operators. i call it the trust economy. they are bringing strangers together. we never used to talk to our taxi drivers and now you get in a car and you almost always talk to your uber driver. these two marketplaces -- charlie: they take an interest in you. brad: most people like to quiz their uber or lyft driver and see how they're doing. it's kind of brought people closer together. the sharing economy -- i would count lyft there. i spent the last chapter talking about the rise ofi spent the lag about the rise of didi. forty companies that were copying uber, they emerged as the winner. charlie: most of the companies are doing the same thing they are doing. brad: that's right. the other companies who emerged from this period of activity, like snapchat or slack, they are more in the mold of the pre

priceline. if it doesn't go down today, it ain't going down. >> thanks for watching.h jim cramer starts right now. >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. ♪ >>> hey, i'm cramer. welcome to "mad money." welcome to one market in san francisco. welcome to cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. i wish t

priceline. if it doesn't go down today, it ain't going down. >> thanks for watching. "mad money" with jim cramer starts right now. >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. ♪ >>> hey, i'm cramer. welcome to "mad money." welcome to one market in san francisco. welcome to cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. i wish the market weren't so darn stupid lately. maybe president trump's thrusts have thrown investors off their game. but i'm becoming increasingly aware information not being valued accurately day after day. it's a big factor in the rally. dow up 8 points. s&p back slid 0.09%. nasdaq declined 0.08% which can only be regarded frankly as a successful consolidation of the recent run. take last night. take cisco, the giant networking equipment maker, mo

network effect and, so, if i'm going to list the competitors of airbnb, i'm thinking of expedia or priceline, the big travel companies who don't quite do what airbnb does in terms of home sharing, they do some of it. >> rose: what is the sharing economy? >> the misnomer. uber drivers aren't sharing their car necessarily, and a lot of airbnb are professional operators. i call it the trust economy. they're bringing strangers together. we never used to talk to our taxi drivers. you get in a car and almost always talk to your uber driver. >> rose: they do take an interest in you don't they. >> most people like to quiz their uber and lyft driver and see how they're doing. so in a weird way, it's kind of brought people closer together, but the sharing economy to me never quite fit. >> rose: who are the other companies? >> i would count lyft there, spent the last chapter talking about the rise of didi. >> rose: in china. yeah, the four companies copying uber emerged as winner. >> rose: most other companies are doing the same thing they're doing. >> i think that's right. the other companies to eemer

or tonight when priceline reported an amazing blowout quarter.that two-thirds of its revenues revenues emanate from europe. and there are plenty more examples. honeywell gets 42% of its sales from outside the u.s. united technologies, 49% international, 51% domestic. i the growth of the international side better. if you listen to 3m's inga tu lien, you know the international business has really caught fire. that's right. that's how much it has internationally. in fact it was a domestic retail channel issue that held back the last quarter's growth. i think that will go away this quarter, which is why the stock keeps climbing. there's a reason why apple has such a huge cash hoard oversays. 60% of its business is international. 53% of alphabet's business is international. you know why i like that stock. 49% of facebook's is overseas. these are all action alert names. those ratios are both perhaps surprising and also pretty typical of the modern day international tech companies. as i said on friday, brick, brazil, russia, india and china, with a thro

also all-time highs for ebay, adobe, netflix and priceline today. also watching telecom. as hot. starting today, verizon will be selling unlimited data plans for the first time since 2011. at&t, t-mobile and sprint already offering unlimited data plans of their own. verizon's actually one of the losers in the dow right now, guys. and while it is joining on the unlimited plan, it's not undercutting on price, as best we can tell. it's not necessarily the cheaper option, but signals that they're going to all still fight for subscribers here. >> verizon doesn't do cheaper, it seems. and i guess their argument is they don't have to because they are the biggest, they have a lot of coverage, their network quality, i don't think anybody argues that their network quality is pretty high, but they're hurt on the value argument. john ledger always taking opportunities at t-mobile to take swipes at the bigger competitors, but he really has been gaining ground with this kind of popular millennial-focused, value argument. hard not to see this verizon move as somewhat of a counter to tha

priceline posting earnings boost analyst expectations thanks to a surge in hotel reservations.ourth quarter revenue rising nearly 18%. >>> hertz announcing a wider than expected loss for the latest quarter. the company booking more than $254 million in charges amid continued weakness in its car rental box. that stock still up 2%. >>> and workday beating on the top and bottom lines. the company sub prescriptions grew nearly 40% for the quarter. the workday ceo appearing on "mad money" last night and telling jim cramer about how oracle's acquisition of net sweep helped this quarter. >> my guess is most of the net sweep management team will be gone in 12, 18 months, so most of those companies chose not to do business with oracle. i think they might come back to market and create an opportunity for workday. >> in spite of that, shares were down 6%. >>> south korea will charge samsung's jay lee and four other executives with bribery and other offenses. we want to get over to pauline chu with more on this breaking story. >> this did not come as a surprise because the special prosecut

number of well-known names hitting new 52-week highs, home depot, netflix, costco and priceline amongst them. >>> i'm scott wapner. dan tarullo resigning from the federal bank where he helped to lead federal regulation. that departure leaving more room for president trump to reshape the policy making staff. financials moving higher following that news, just off session highs. news conference with japan's prime minister, president trump saying he's committed to a fair trade pact with japan. we'll have more on that in a moment. >>> number of u.s. oil rigs going online is on the rise. >> markets hitting new record highs once again today, apple one of the big stocks we're watching very closely. morgan brennan is live at the new york stock exchange. hi, morgan. >> hey, melissa. it would need to close 1.33 a share. it needs to move higher and go to $1.34. top performer in the dow account for nearly a third of the blue chip index gains in 2017. the dow, s&p, nasdaq at new highs again today. crude climbs on opec outputs. freeport-mcmoran hitting a new year high. martin mar yetta and vulcan also

priceline, marriot international, costco, honeywell, and marshall mcclennon. >> if president trump can'tter great, who can? that story's ahead. >> snow day trivia. who averages a 1% gain when there's a major new york city snowstorm? i got it wrong. >> it's the second time we teased this. the answer coming up. still not telling you. take a look at the picture. you never will guess who is behind the wheel of the snowplow. let's just say it's not a good thing. en icotoltare, nd there be dea.fopartn th, en icotoltare, times life wee pleea.fopartn th, en icotoltare, ndhehe life thabily tolaboratewe worworkheth whogans w ♪ '' droing in iorma all ofhihama stakeso gh yo finans,yourure. w gornmeyou n' a fm d the fort0, >>> hi, everybody. i'm sue herera with your update for this hour. turkish security officials say four detains isis militants -- excuse me -- were allegedly planning to carry out a, quote, sensational take in turkey, arrested with 24 explosive belts and other weapons in an anti-terror operation near the border with syria. general motors recalling 107,000 older sports cars worldwide

costco, priceline, ebay, apple, netflix, are close to oh, so high levels.l smaed from smaed capital management. thanks, guys. apple, is it a buy, bill? >> well, we think in terms of five to ten-year time frames, and i think it will do fine for a while, but it's such a large capitalization company it's very difficult to move the needle the next five to ten years. so i think it's probably a hold if you've got it. we don't own it. i wouldn't be a buyer here. >> what about you, michael? >> well, i look at apple and fundamentally you look at two strong drivers of return, 15 to 20% up side from here, tax repatriation is a significant part of the valuation that will drive growth in the next 12 to 18 months. proprietary, google's pixel phone is significantly more expensive than the iphone. innovative technology that apple delivers and that 15 to 20% up side versus tax repatriation is forthcoming. >> what about netflix, bill smead, is that a name you'd buy here? >> in this particular case the company is likely to grow a lot, but over five to ten years almost all gre

priceline reporting earnings versus 13.01 that was expected.he stock is up better than 11% this year alone. an accident where a float marring the carnival. cheryl: this time the top of the float collapsed. two of the victims in serious condition, one with head trauma. the parade had to be stopped 25 minutes, the show was allowed to go on and police are investigating the cause of that accident. on sunday you may remember 20 people were hurt when a float crashed into a fence. well, warren buffet has taken a bigger share of apple. now more than double what it was at the start of the year. owns 133 million shares of apple. at the end of last year the figure was 57 million after recent apple buying now sits at $18 billion. well, starbucks introducing two new drinks. just in time for spring, hits stores today for a limited time. starbucks making another addition it's not to the menu, though, they will open one of the roasteries in milan, italy, marking first store in italy. they plan to open 30 roasteries worldwide, we should say. the oscars ratings

priceline in red we will start off their.es not look like it will be at a record high, but it was moments ago. a bloomberg intelligence analyst told our team that what is happening is the booking.com portal is doing quite well. that is one reason that stock is near record high and slipping right to the green. goodyear trading higher despite challenges in the year ahead. hasbro, who knew? it's one of the top stocks in the consumer discretionary space and they put up a great fourth quarter with the stocks trading well after that disney affiliation. another stock trading at a record high's southwest airlines hitting yet another record high. also trading high is delta airlines and american airlines. sectortingly, the did take a hit with the announcement of the trump travel ban. it has recovered quite nicely from this. george ferguson says the reasons that less is doing so well is that they are showing strong constraint around capacity that can help affairs, but there are some headwinds in the first half of this year. when we happ