what does that mean to qualcomm? >> so, for going forward, most of the growth that we have anticipated over the next three or four years is tied to china and so only our rough map if qualcomm were to end up taking a lower royalty rate, for example, on lte or some combination, you know, you can be talking about something in the neighborhood of 25, 50 cents of annual ets risk. in the past, when we've seen these types of investigations, qualcomm's model has not changed. it has not been expected. that's our expectation this time around. if we were wrong, that's the impact we would be looking at. >> last question, which stocks had if most leverage or exposure to china? which ones might, one, be concerned about if you are to believe that china is doing this in order to exact pricing advantage? >> well, qualcomm is 'in terms of where we expect growth to come from, qualcomm is where we have the highest exposure. some of the small cap names also have exposure into china. as a percentage of that growth anticipated, qualcomm is

qualcomm, 115 billion in market cap. our thanks to paul jacobs.inutes. the dow jones industrials falling on some involving credit data that was just reported out of the fed doesn't look so healthy. we're going to get more on that in just a minute. a few stocks, though, are on track to fortune in the green. -- to finish in the green. we'll show you the winners next. [ male announcer ] once, there was a man who found a magic seashell. it told him what was happing on the tradg oor ireal time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a...shell. get live squawks ght in your trading platform with think or swim from td ameritrade. liz: with a relatively significant drop in the dow jones industrials there are three winners. ibm is one of them. dupont is another. to the negative side here but down just a single penny

whole foods and qualcomm.the fastest growing and qualcomm is the same in semiconductors. qualcomm posted pretty consistent 30% revenue growth and whole foods 5.9 to 7% same-store sales growth. both top of their game for respective groups. that's why it was so jarring to hear both lower their growth rate. both companies are core holdings in many portfolios. i've got to tell you this. i have been a fan of whole foods, but i've not been a fan of qualcomm. as phone companies transition from 3g to 4g, i find the firm inconsiste inconsistent. it would be perfectly in character for qualcomm to raise its growth rate back up because there's less concentration at the top tier of customers. something they talked about today. there's a reason why a stock with a 30% revenue growth is only up 12% this year. i'm obviously not alone in thinking quathin thinking qualcomm proves too many surprises. the actual share count has been pretty consistent. they haven't gone down. 2% yield. with qualcomm, i'm thinking great company, but

qualcomm out with results. get to that and john breaking down the numbers. >> yeah, maria, let's see. things are looking pretty good on revenue. comes in at 4. -- sorry, 6.48 billion versus expectations of 6.35. eps, nongap looks to be a little bit light at $1.05 versus $1.09 expected. the stock trading down a bit after hours perhaps on that eps. it looks like 190 million units msm, chip shipments and $62 billion in device shipments, i hope to speak with qualcomm's ceo paul jacobs shortly. get his color on the quarter and bring that to you as soon as i have it. >> thank you so much. john, cbs is out. over to you, julia. >> that's right. cbs revenue coming in better than expected at 3.63 billion. wall street had expected 3.53 billion. earnings per share came in right in line with expectations at 76 cents, 76 cents in diluted earnings up 19% while revenue increased 11%. there's a quick note here in the earnings report. the company says that once ceo less moonves says once they've separated the outdoor business in

qualcomm losing ground.roduct announcements coming this morning, including its latest base band offering, raymond james has a strong buy on the company saying while no product ship dailts dates have been announced it's fair to say it should make it difficult for competitors to displace qualcomm with thin customer mowdems. >>> qualcomm unveiled new products and plan at investor day they say will continue to ride the mobile device boom while giving shareholders something to cheer about. the stock is up 15%. county leader in smartphone chips and computer parts deliver. joining me is qualcomm ceo, paul jacobs. >> good to be here. >> let's talk first about the investor day. what did you tell analysts and investors today about where growth comes next from qualcomm? >> a lot of growth coming from the smartphone wave. there will be 7 billion smartphones sold between now and 2017. also tablets, alsoound generation technology going into china. and people using lots of connectivity in our areas, home car. >> you could

. >>> qualcomm, increasing competition overseas caused the

a whole different sector than what you got with qualcomm. how do you take this? >> the bottom line number. the topline numbers always more important to me. there are things that come up across the bottom line. but it is always important as you continue to grow. these of the first to have been on that have been beating consistently. that is a good sign going forward. now as far as the stock, i would expect they've already built in, the market expected and that a bit of selling pressure would not surprise me. liz: we have buying pressures are quite today. back in the market just minutes later we saw another record high, here we have a record close. the dow and the s&p together. my question becomes climbing this wall of worry. the wall of worry and climbing it has been a smart move for investors for a long time. is it stretched? saying this run has been a little stretch at this pointt >> the wall is getting a little high, for sure. there are still some outliers that can move the market. that is a potential government found budget issue. also, the fact that the feder

. >> qualcomm announcing plans to return to investors. joins me to talk about the capital return commitment later on "closing bell." >> you know amazon for the kindle and for books and video. are you ready for amazon ketchup or ham? online retailer may be increasing the offerings from its private label line into food. will it be a boost to amazon's already lofty stock price? we'll look at that coming up. you're watching cnbc, first in business worldwide. pportunity, with ideas, with ambition. i'm thinking about china, brazil, india. the world's a big place. i want to be a part of it. ishares international etfs. access to developed markets, emerging markets and single countries. find out why nine out of ten large professional investors choose ishares for their etfs. ishares by blackrock. call 1-800-ishares for a prospectus, which includes investment objectives, risks, charges and expenses. read and consider it carefully before investing. risk includes possible loss of principal. i got this. [thinking] is it that time? the son picks up the

having some effect a little bit on qualcomm is down a little, blackberry is up a little.n everybody is waiting when and if it happens. if it does happen, cerberus and cofounders of blackberry take it private game, qualcomm may be joining them. liz: lion's gait -- you do? david: yeah. liz: that is a story in of itself. david: all right. liz: already sold out, the sequel to "the hunger games." suddenly the hottest studio in hollywood, that is of course lions gate behind "ender's game", could it win the box office this weekend? david: if it does they're on fire. there is more, lots more. dennis kneale with the story. right, dennis. >> that's right, david, there is more. "ender's game" could win the box office taking in so-so, $25 million. more importantly it sets the stage for november 20 second premier for one of the biggest films of the year, the sequel to "the hunger games." "hunger games: catching fire" could rake in an impressive $185 million opening weekend. never mind a film aimed at teenagers, about teenagers, killing other teenagers to win a contest in the post-apoc

qualcomm was added to goldman sachs's conviction buy list.ding margins should allow qualcomm to accelerate earnings growth. a market laggard, it's up but less mandy than the nasdaq or the dow on the year. kind of a disappointment to some. >> an under the radar pick, one of the nyse's newest ipos and so many ipos to choose from but we chose this one. extended stay america. hotel chain. >> hey, listen, people are staying in the stock right now, up 16.5% on its first day. began trading on the nyse. opened at $22.75. stock right now at $23.28. if you got in congratulations. hotel stocks overall have been decent this year. wind ham worldwide and marriott each up about 30% over the past month. little better than the overall market. >> yeah. >> all right. starbucks shares also higher today. this despite the fact that the company agreed to pay a $2.8 billion with a "b" billion dollar settlement to kraft to settle a long dispute over its packaged coffee business. with the stock up more than 50% on the year, is the coffee giant a buy or should you take

on the big boys in the world of smart watches including the 1 twenty billion plus market cap of qualcomm and 90 and samsung joining us in a fox business exclusive. simon, neptune computer founder and ceo. this certainly caught our eye. you have come out with something called the neptune high in. why is it different? why do you believe your is maybe better than what samsung has come out with? >> what is really different from our product is the fact that the pine is a stand-alone device which means you can do voice calls, text messaging, browse the internet and receive gps navigation without dependency on nearby smart phone. liz: keep it up here. a slightly bigger screen than other smart watches that are out there. it does a lot. as you say it is not tethered to a smart phone. >> exactly. completely replaces it. is the gps? wi-fi? voice texting? >> all of that and bluetooth as well and it was chosen for the fact it really is going to support most of the android applications already existing sell hundreds of thousands of android apps are supported and also for video chatting and a full keyb

to all the afterhours action from whole foods to qualcomm. let's get straight to twitter. hey, kay la. >> we're expecting that call to get underway over the course of the next hour. sits board and executives will decide on that key number. a lot of orders will be flooding in. everyone else can figure out where to buy from there. what we know is sources believe will be pricing above that already raised range. that was 23 to $25 a share. a $27 per share price. if you looked at twitter with all the stock based compensation then you would get a share 705 million shares. at that, it's a $19 billion valuation. so incredibly rich there. we want to let you know that a lot of people are not expecting to get shares in this. and the desks at the underwriters are trying to prepare the rest of wall street for a lot of zeros. tech managers said they were preparing to have this be the first ipo where they got no shares in the deal. a lot of people will be clam moring to get in. even with a $19 billion valuation, a lot of people will want to get in. just remember, you can't get in on this

qualcomm is a player. and verizon, at&t, you can take a look at asian stocks as well.now that the top shopping day of the year, what do you think it is. >> black friday. >> today, 11/11 where they push asian people to shop on their lucky shopping day. the asians, the number one world shopping day of the year. >>> thank you. interesting. we will check back for winners and losers on wall street. >> i did not know that, 11/11. >> 6:50 and the dolphins will play the buccaneers and in the meantime richie incognito is speaking about what the dolphins are like. it is a team culture and not a thing against jonathan martin. he says it is a misunderstanding and not racist. >>> it sound like i'm racist pig and a meathead. it sound a lot of things that it is not. i wanted to clear the air by saying i'm a good person. >> miami dolphins richie incognito defending himself against allegations that he bullied his teammate jonathan martin. >> i have taken stuff too far and didn't know it was hurting him. >> he explains the threatening voice message that he left that said hey, what is up

two individuals are trying to raise the money with the chip maker qualcomm. let's look at how blackberry shares are performing. so far over the course of the last couple of weeks, stabilizing a little bit. we had a pop in the last session, 1.5%. rather, as we're seeing in frankfurt today, so far, 33% lower is how they've been traveling. september was when the offer was launched. you can see since then there was a move higher. they're not expected this will go through given the way the shair price has been coming back. >>> as twitter gets set for its ipo, they have a public that is skeptical about the company. some 36% of americans say twitter stock would be a good investment but 47% disagree. twitter's future may depend on ad revenue, but more than half of the users say they haven't noticed ads on the site. on the eve of twitter's ipo, there's a new user, katy perry, 45.6 million fans. i think i'm at 1700. she's taken the crown away from justin bieber who has 46.49 million followers. do they buy them or are these all natural followers out there? every week cn

let's start with qualcomm. just want to talk about it, because when you look at a story going into asia, they make the chip that allows the smartphones to work. so the logic is in the u.s. we all use our smartphones, in asia today eventually will. they get their annuity play, they get to use it, they just increased tear dividend -- their dividend 40% in march. cheryl: this one is up about 9 president, that's actually trailing the s&p 500. explain. >> it came out, it had a little bit of weakness on revenue guide, i think that's a buying opportunity. but long term i think if you believe smartphones are going to go worldwide, qualcomm's a play. cheryl: apple is actually struggling today a little wit, the stock -- a little bit, but this is still a pick for you. >> sure. i like apple because of the new products, someone i know just got a new gold phone and really likes it. [laughter] cheryl: who would that be? >> i think, also, people forget it's an infrastructure play. when you're in the apple ecosystem, you're inv

david: qualcomm geting a pop today. goldman sachs putting the chipmaker on highly-priced conviction buy list because of qualcomm's expanding chip margins. liz: you would have known that had you watched us. we had ceo exclusively last week >>> the homebuilder raised its full-year earnings guidance above wall street forecast. the future looks bright. "after the bell", it is always bright for you. we're starting right now david: time to break down today's record-breaking market action. we have scott shimmer horn, granite investment advisors chief investment officer. he says there is still skepticism in the market despite the latest rally but he is a real bull. todd horowitz joining us from cme. we have a bull-bear thing, todd. with we'll hear from scott in a moment there is no such thing as a bubble going on with this market. it is fairly priced. i don't think you feel the same way, right? >> i do not at all. i feel we're in bubble territory. whether we can go a lot higher. it is possible. i will not say know, that we can'

we're watching qualcomm and their new developments on wearables. i know these guys.. they're probably developing all kinds of things now. adam: the wearables is what everyone is talking about where it is going. keep an eye on them. >>> another technology company making waves, mobley. photo and video sharing community. it received $60 million in funding from billionaire carlos slim's telecom company. liz: can mobley take on the much bigger instagram owned by facebook? joining us for fox business exclusive thh ceo and founder. welcome to fox business. good to have you here. talk about mobley and exactly how is it, i would imagine you would say it is better than what instagram can do? let's talk about it. >> so thank you, liz and adam. thank you for having me. let's talk about it. so, without declaring better not better because it is an amazing company we try to bring a lot of value for users by giving them better tools or more advanced tools. like, for example, we allow people to follow not only people, we allow them follow their interests we're not stopping them or 15

i will use the example of qualcomm.ul jacobs, ceo of qualcomm exclusively, he talked about they're spending five billion in cap-ex and capital expenditures for research and development. that is a big company. hard to take that cash and put it to work when there is too much uncertain. will companies get more certainty. >> picking on small business sector, they are very much the heartbeat of the economic activity in the u.s. -- liz: indeed. >> if you see what they're saying about their biggest concerns, their biggest fierce, the biggest right now for them is the government sector and new regulations coming out as an example. so i think maybe with a little bit more clarity there you could start to see a more positive reaction. not just sort of the broad based, sort of capital expenditure profile but to hiring profile that these companies are putting forth. liz: tom, have a good weekend, thank you so much. >> thanks, you guys too. liz: tom puricelli at rbc. david: the dow settled at second record high this week. this is the

we think technology is going to be the best sector going forward. >> qualcomm,le and microsoft, john, what about you? you have three picks as well. >> yeah. we're looking at some names that pay dividends, potash being one of them, desal being the other, and these are names more in the value camp. they've had challenges to their businesses, specifically potash with its recent kerfuffle with pulling out of its bpc consortium and creating an opportunity in the potash and ag sector. but this is a company that pays a 4.5% dividend. it's got room to increase that dividend going forward as it reduces its capital expansion plans. it will be able to pass along some price increases, which we anticipate as a demand for fertilizer continues on. with desalle, we see this as a great business which has kind of kept the share price down in my opinion. so it trades at a cheap valuation but great growth opportunities and a lot of opportunity to improve profitability there. >> so matt and john, thank you very much for those comments. her, you know, we should also say that because of the fear of rising r

qualcomm will sell the watch on its website for 4 -- 349.99. that is today's "speed read."buzzer] lori: well-done, practicing all day. lori: clearly. more turmoil for obamacare. talk about something that could use practice. white house getting ready to bypass the troubled healthcare.gov with help of private sector. rich edson joins us live from washington, d.c. rich. >> a botched website rollout means customers can not buy insurance and many are young and healthy will pay more in premiums than they will use insurance. administration and insurance companies need the customers. now the white house says it may have another fix for obamacare. >> we are also working to set up direct enrollment through insurance companies so americans could choose to enroll directly you there insurance company. that is another method which we can reach the same point that is the foal here. -- goal. >> this is on top of the fix president obama announced last week. for one year the administration is allowing insurance companies to reinsurance the plans obamacare is phasing out and a provision in th

you look at the valuations at companies like intel, qualcomm, also ibm. they are right now below their five-year average when you're taking a look at forward pe. and they're also below that of the markets. number two, yes, they are definitely considered cyclical stocks. but right now the defensive characteristics of those stocks are looking pretty good. just take a look at the dividend yield right around 2.2%. also their big free cash flow yields. in fact, those numbers match right in line with consumers and staples companies. so a lot of those defensive characteristics right now are positive. and finally, when you think about the overall economy and it's growing and as it gets better, i.t. demand, cap ex, corporate budgets, they should all start to get bigger. that's going to give them that cyclical boost it needs for a positive catalyst. we're coming off earnings season which has been arguably mixed when you're talking about old-school tech names. look at cisco, the biggest fana the dow. very low expectations into earnings now. that could be the positiv

. >> let's talk about qualcomm, stephanie link, another one getting beat up pretty good. >> yeah.s is one that john and i debated and john was right on the trade. but i had indicated that for the longer term, i was concerned about revenue royalty rates coming down as there's a mix shift happening to lower-end phones. and i think the quarter was fine, but i think the guidance is implying that that is, in fact, happening. and i think you are goi margin pressure going forward, and limited upside. so i think china lte is fine for 2014. i'd rather play that theme than qualcomm. >> the markets are selling off today more broadly, not really concerning the next guest, however. sam stovall of s&p capital i.q. raised the price target for the s&p 500 today to 1,895. welcome. >> good to be with you, scott. >> okay. wow, at 1,763. 1,895, over the next 12 months? >> yeah. >> a significant bump-up. >> 7% year-over-year price change, so you can say it's less than the longer-term average. the belief is we're still in a bull market enviermtd -- environment, the correction could be anytime around th

so there is a competing bid from qualcomm.nd then ultimately you'd have the co-founders getting involved, as well, and they should certainly know something about the business. so this is a company that is hemorrhaging about a billion dollars a quarter. so something needs to happen soon. today is the deadline for the bids to come in. so we'll look to see where this goes during the course of the business day. a fascinating story for you. twitter, i think it's about 1242 242 million user, three quarters come from outside the united states. but when you look at the revenue,million user, three qua come from outside the united states. but when you look at the revenue, only 26%. clearly they need to do something to get the international users to start clicking on the ads or at least contributing to the revenue stream. we'll see what happens post-ipo. i guess there's a possibility that the ipo assists them with a little bit of cash maybe to work on the business model to get these international users to start putting money into the cof

samsung buys chips from qualcomm which won't surrenderer that business and apple designs its own chips. so intel's best bet may be the lower margin business of building from apple's blueprints. the icon of the industry has suddenly become cloudy. for "nightly business report", i'm dominic chu. >>> stocks may have rallied this week but gold didn't. today it added 31 cents but the weekly decline was 3.7%, worst in two months and on wednesday touched the lowest level since summer. this comes amid a flourishing debate about whether investors should continue to inveps in the precious metal at all. just this week, analysts at goldman sachs predicted a significant decline in gold prices but david ianhorn says it's a good idea to keep gold in your portfolio. >> what we really own gold for is just in case something goes really, really haywire. and what i'm thinking about is in terms of mostly the monetary policies but also the fiscal policies that are being run by the economy. >> gold prices have fallen around 26% so far this year. >> should you follow david ianhorn and buy gold for the portfol

. >>> qualcomm, increasing competition overseas caused the leading mobile ship maker to post earnings short of the estimates. the company gave a weak outlook for the current period. the stock tumbled 4% to finish at $67.09. temper sealy was a big stock. the third quarter results comfortably beat wall street boosted by a bounce back in north american sales. the stock jumped 12%. >>> more bad news drove down tesla. the model s electric car caught fire today for the third time in six weeks. no injuries in any of the fires unless you count the injuries suffered by tesla's once high-flying stock. it fell for the third day in a row after ricing by more than 400% earlier in the year. but now in audition to fierps, there are concerns about a battery shortage as well as the cost. tesla will build more cars and become lately a favorite among short sellers who believe the stock is still over valued. shares continue to fall since the earnings report tuesday down 7.5% today to $139.77. >>> shares of mens warehouse took off after an activist investor took a roughly 10% stake in the company. eminenc

. >>> a group including the wireless company qualcomm and cerberus management is expected to make a biderry has been taken over by iphone and other devices using the android system. blackberry, by the way, recorded a loss of $1 billion. >>> and the sci-fi spectacular "ender's game" grabbed the number one spot. the story is based on the novel. it racked under $28 million in ticket sales. and that sent "jackass" and bad grandpa in second and third place. alexis christoforous, thanks a lot. >>> coming up, an animal encounter in one of america's busiest airports. and in sports a record-setting afternoon for philadelphia eagles quarterback nick foles. [ clears throat ] o: hi. i just finished an energy audit of this building and started my own dog walking business. what did you do to deserve that thin mints flavor coffee-mate? it's only one of the most delicious girl scout cookie flavors ever. i changed the printer ink. really? it's actually tricky. you're lucky i like your tie. [ male announcer ] your favorite girl scout cookie flavors, out of the box and into your coffee-mate. nestle. good

check out shares of qualcomm, the biggest maker of chips for smartphones. session lows after chinese regulators have said they are looking into possible antitrust or anti-monopoly concerns for qualcomm. qualcomm says they are continuing to cooperate with the chinese regulators. those shares taking a hit at least right now in the current market. back over to you. >>> thank you very much. >>> china used to be known for record capital inflows. it is now dealing with hundreds of billions of dollars worth of outflows. where is all this chinese money going? robert frank is back at h.q. following the capital. >>> good morning, simon. china's wealth flight has been america's gain whether it comes to mansions, diamonds and fine art. they now hold more than $450 billion in offshore assets. that's pouring into condos in sydney, vineyards in france and investment accounts in singapore and hong gone. chinese buyers scooping up $13 billion worth of real estate in the u.s. in the past year. that's up 50% from 2011. chinese are now the largest foreign buyers in san francis

. >> yesterday jefferies defended qualcomm. drive cramer nuts. >> they can't resist. qualcomm could come out and say we're going lower and analysts would come out and say ignore that, they're going higher. i love you, you love me conviction buy. >> that's all true. i do want to correct something last week when we spoke about qualcomm. i talked about their cass position. i had it a little high. it's $30 billion, not 50. but it is worth talking about when you think about qualcomm. it a lot of cash. in this day and age of activism, you know the board is thinking about it. >> you want cash? starbucks has cash on hand, they wrote the check. the companies are so rich, they have so much money. it not just apple. does apple move without icahn saying something today or is it focused on its business? >> focused on its business. >> how long can that last? >> they should buy twitter. up know? you can embed people, you can kick people out. block icahn. buy twitter, block icahn. what do you think of that idea? >> you encouraged them some tim

there had been lots of chatter about whether it was going to come in with qualcomm. some people thought they were trying to set a floor. that floor clearly has failed. they will be part, we should say, of this $1 billion investment through this convertible note. about a quarter of the investment's going to come from fairfax. apparently, other institutional investors will take the other part of it. >> basically, it means their bluff didn't work. >> the bluff didn't work, but why you would put more into a bond for a company that seem -- that seems tough. >> seems like desperate times. >> it's going to be a pretty attractive convertible, i'll bet. >> it's going to have to be, right? >> yeah. >> we should also note that john chen will become the executive chairman of the company. that's going to be a new person brought to dpsh. >> executive chairman. >> executive chairman. >> and as we said earlier, hines is out. >> they're going to do a search for a ceo? >> it imagine. thu is now an independent company all over again. >> it raises all kinds of questions. jim, we were ta

that's the new york investment firm along with qualcomm the san diego based mobile chip maker is like there is still in the market i like you said they very very they're fallen off but there are they still in the market are they players that's another great question and i think the answer to that question is yes i mean they have a loyal user base and people reno really got used to blackberry with respect to e-mail communication and so the united states government. a lot of folks in corporate america on wall street you know my area are loyal blackberry users so i think that when you look at some of these potential suitors likes of paris and some of the cove you know original founders i think what they see there is is is some value at the right price of course of course but i think that they continue to see value with respect to the customer base they just need i think to they need to get back to the basics and innovate some more products in order to stay competitive because they've definitely fallen behind now vidar course in all of this bidding was facebook who is rumored to have take

contrary, qualcomm, inconsistent, comes up 12% today, whole foods up 42%. two different animals. >> qualcomm, they have 4 billio in cash. >> they have 2% yield. that's not going to keep anybody from selling the stock. you got to wait till -- i don't get it. i don't get what they're doing. i don't get it. >> i just mention it because -- >> carl icahn. >> i think he's busy. he always seems to want to add more to his plate. >> you think he's had any more meals with apple? >> i don't think there's been any more meals with apple. >> coming up, we'll hear from twitter's ceo dick costolo. he'll join us after the opening bell. live from post 9 at the nyse when we come back. [ bagpipes and drums playing over ] [ music transitions to rock ] make it happen with the all-new fidelity active trader pro. it's one more innovative reason serious investors are choosing fidelity. get 200 free trades when you open an account. that's a good thing, but it doesn't cover everything. only about 80% of your part b medical expenses. the rest is up to you. so consider an aarp medicare

. >> qualcomm a drop today. dan? >> disappointing guidance at 65.t to buy it into their coverage. >> drop here for l brands, down 2%. >> they are looking at same store sales for november that are a little bit below what they had previously guided. this is just a suggesting. >> pop here for american eagle. >> american eagle got a price target increase and they beat it by a lot. nice volume, too. >> pop here for transocean up 7%. >> we like it. they are executing on cost saves. investing in new technology. we would be buying the stock here. >> all right. it is time now for the tinl trade. let's go around the horn. mike? >> i think one of the things you can do is sell call spreads. >> dr. jay? >> community health. buy on that name again. >> gordon? >> out the space. prices are going up. we like the stock. >> ebay long. >> guy? >> western digital. >> see you tomorrow again at 5:00. >>> my mission is simple. to make you money. i'm here to level the play r field for all investors. there's always a bull market somewhere. and i promise to help you find it.

then you go back to the qualcomms and price lines, they are demonstrating these are massive market caps and they continue to work. some people would say that those are momentum names but is there a buy there? >> i think there is. these guys are online auto. this is a company that is growing their earnings at 45%. they have taken revenues to $31 billion this year estimated,that's huge growth. this is what people look for. russia's google is growing 40% a year and this is another name that trades on the nasdaq. these are places where people should be looking globally. >> revealing the best new investment earlier today. take a listen to what he had to say about the stock. >> look at the multiples and you look at what the earnings power here can be, what we think is the earnings will be a lot better than what people think. >> fast money viewers may recall micron bull. he has been hot on micron for some time. >> i was the first one to tell you that and i heard scoffing and mocking laughter and it has climbed over eight. god knows where it's going to go from here. >> i have been try for a lon

and of course, qualcomm reporting after the close on wednesday seeing two times average daily volumecalls. certainly that is one to watch. >> all right. thank you very much for that options action. don't go anywhere. when we come back we will recap the biggest moments on cnbc today plus two big reports. our traders will give you the play today before the numbers. much more fast straight ahead. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ the basics, you know. i got this. [thinking] is it that time? the son picks up the check? [thinking] i'm still working. he's retired. i hope he's saving. i hope he saved enough. who matters most to you says the most about you. at massmutual we're owned by our policyowners, and they matter most to us. whether you're just starting your 401(k) or you are ready for retirement, we'll help you get there. at a ford deale

this afternoon, we have qualcomm, activision, whole foods and cbs. it has been a

. >> we're hearing after the bell from both activision and qualcomm.ow they're faring ahead of their earnings. what is interesting about activism, when kids at home say cod, they are not talking about fish but call of duty. one of the most famous names in videogames. call the duty videogame surpassed one billion dollars in retail sales the day after its launch. they have sky landers games done very well. watch them going into the closing he will. qualcomm great indicator for the smartphone market because they make chips for smartphones. back to you. lori: thanks for telling the whole story. thanks, nicole. adam: tough night for christie's the reknowned auction house kicked off fall season with a poor start, one quarter of the impressionist and paintings up for auction went unsold. sales for the new york auction were estimated to reach $118 million. finished far below the mark at 144 million. some keeping eye on auction and high valuations and mixed quality seemed to keep potential buyers on the sideline. this was second consecutive night of lackluster

in the year 2000, the leaders were cisco, microsoft, and qualcomm.ow it is amazon, google, and apple. stocks are certainly on a tear. and they're welcoming a lot of health care stocks, consumer names, some stocks, even up 1,000 plus percent this year. those two would include supercom. >> thank you very much. >>> now to other storms, two of them bearing down. one could keep millions of americans from getting to their television destinations on the time, and the other a health care website that looks like it won't be ready any time. this guy is just stuck for now. a lot more on the storm bearing down on the east coast in a moment. first the storm building alt 1600 pennsylvania avenue right now. the president has just four days to get his website into shape, and guess what? it anti-happening. administration o i shall ifs say come december 1st, some visit s ers to healthcare.gov will still get a try again later message. it is making some democrats very nervous. the uproar against his health care law continues to build. >> hi, neil. of course this technol

qualcomm shortly after the law passed created a subsidiary called qualcomm life and their whole job isspitals and doctors who are now required by law to have certain technologies in place as it relates to medical health care records, et cetera. so it's a great business for them because the law basically creates a market for products that didn't exist before because now these places are required to have these things. >> somebody who has made a killing with the green energy thing and with buying carbon credits and stuff like that is the former vice president of the united states. you say -- we're going to put up somebody else making a killing, private equity firms. explain how al gore is making money off this. >> yeah. very interesting. he's got a firm called generation management with david blood a former executive -- >> what, blood and gore? >> that's right blood and gore. from name for a firm in the financial sector. but david blood was a bundler for barak obama and even though they talk about being in green technology, 27% of their investment portfolio right now is in health care com

. >> don't give up on qualcomm. >> nobody is ever willing to give up on qualcomm.some guy saying buy qualcomm and today it's jefferies. >> what's coming up on "mad money"? >> sometimes you have to put some weight on and go to del frisco's. we have our hunger games week. del frisco's is i think one of the great steak places in the world. i'm a vegetarian until i go there. >> an exclusive with dan loeb. don't go away. ♪ [ engine revs ] ♪ ♪ [ male announcer ] the mercedes-benz winter event is back, with the perfect vehicle that's just right for you, no matter which list you're on. [ santa ] ho, ho, ho, ho! [ male announcer ] get the all-new 2014 cla250 starting at just $29,900. ♪ there'll be the usual presentations on research. and development. some new members of the team will be introduced. the chairman emeritus will distribute his usual wisdom. and you? well, you're the chief life officer. you just need the right professional to help you take charge. ♪ just by talking to a helmet. it grabbed the patient's record before we even picked him up. it found out the doctor

frankly after qualcomm, the chip maker disappointed again tonight, i'm still uncomfortable with most technology stocks. i would rather sell microsoft than buy it up here after that monster move. in the end though, a balanced portfolio that has some growth, some speculation, and some value, one that can straddle the spectrum of the stocks that can't afford to have any hair, lest they get a hair cut when they miss, along with stocks so cheap like chevron and mcdonald's, this is certainly the way to go. keep that in mind before you chase twitter, where we are waiting for the final pricing before it comes public tomorrow. if you already have a netflix or a solar city or a tesla or an amazon or a facebook in your portfolio, consider yourself covered with the chit in the high growth space of your portfolio. you don't need another, especially considering that every single red hot social and mobile and cloud ipo has been cut in half. here is the bottom line. you must accept the risk when you go into the high growth stocks. please understand there can be some apples in the growth eden that ca