satya had said we're in the early -- it's been something to watch to be sure so not only are they firing on all cylinders, a lot like google, but the stock is expensive. if you look across the large cap tech, which is one of the more expensive in our portfolio unless they hit a pretty big azure number and the whisper is around 45%, the stock might struggle it's trying to break out, but it is trading around 34 times earnings next year compare that to google, which is about 24 times earnings with better growth. microsoft, great business, but a little extended at current levels >> what about twitter? where does it stand? >> it's tough. we owned it years ago and admittedly sold it too early they've been trying to figure out the montization of their ad business for some time there's a lot of toxicity on twitter that people try to avoid. you know, that's one that we have not been able to solve for in terms of their ability to consistently monotize that platform in a way that's made us comfortable looking out two and three years down the road. you know, i don't have a strong opinion on twitter

everything satya has been doing, i think, as a ceo for this length of time has been absolutely done to perfect and i think that continues >> if i asked you this next question ten years ago you would have thrown a pie in my face or something comparable is microsoft right now the best mega-cap tech stock to own pete najarian? >> right now i would say absolutely yes, and i don't even have to question that. i look around at all of the different levers that they can pull, and i look at it and i say absolutely this is a multitrillion company that has growth areas that are close to or around 50% that's unheard of and then you start to look asthat p-e is probably actually a very appetizing and i look at it in the low 30s, and i think this stock can stand up against anybody you want to compare it to, scott. >> pete, thank you for coming on >> i'll let you bounce because i want to talk about a couple of other things like alphabet which is up 62% year to date oh, by the way. al fabbet a alphabet, and the highs of the day almost 6%. it took a little while to stab ramping up, but there you go with

was trying to figure out what foot to lead with, given what was happening with delta and then we had satyauple of weeks ago pushing further out what they were going to do at microsoft so i think there are just a lot of questions and not only about what workers want, but what's practical at this stage, carl. >> for sure. and what technology's allowed them to do >> by the way, i am told andy jassy's 100th day is tomorrow. we'll talk about that as we brace for cpi, retail sales and j.p. morgan earnings in the morning. let's get to the judge and the half. >>> carl, thanks so much welcome to "the halftime report." i'm scott wapner front and center, why one of wall street's mouft trusted strategists say stocks are sitting on the edge and what is the most important level you should be watching right now we're debating it with stephanie link, degas wright, and jon najarian the stocks are seesawing once again today. right now we're green. dow's up 55, nasdaq's good for a quarter of a percent, that's 35. there's the russell in the green, as well today all right, josh, beginning with you. that strate

year to date if pete were here he'd be banging the table and tell you why microsoft is so great and satya nadella would be, too. give me the read here and we'll move on to another story >> scott, one of the read-throughs is most of what they deliver, they deliver by zeros and ones and that is they're using the internet whether they're powering it with azure or whether they're delivering their software via the internet that's the great part of their business and they also have the hardware side of their business. that's what i'm going to be interested in, scott because if they start saying negative things about how supply is so constrained that they can't get enough product out there, that might be a lead-in to what apple who delivers far more product as fares those i phones, macs, ipads and the like all of that, i think, will be very interesting and telling in the microsoft call so are they going to do great? i believe they will, but could there be kifrnks because of the delivery that is out there again, that could be a read-through, scott, into apple, two days hence >> let's do this i do

everybody, satya nadella, intuit, all these companies have came to adobe to figure out how to make then. >> jon fort. >>> we enguyed it. >>> it has been a busy 24 hours for dow companies reporting results. microsoft, mcdonald's, coke, all generally higher visa going the other way dragging down the index. down almost 6% trading nation will let us know if caterpillar is a buy before their numbers. cat down 1% today. stay with us you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire ♪ ♪ ♪ ♪ ♪ ♪ don't like surprises? [ watch vibrates ] proactive notifications from fidelity keep you tuned in all day long. so when something happens that could affect your portfolio, you can act quickly. that's decision tech, only from fidelity. >>> welcome back, everybody. time for today's power movers. a key driver for results was improvement in away from home channels that means bars, restaurants, theaters and stadiums. >>> now

last time you spoke to satya nadella with comments on inflation and cloud forces at work. >> i was askingim about how microsoft is raising prices on microsoft 365, on office in the coming year. and i think around march the prices are supposed to go up and while those prices are going up at the same time he was arguing that what they're working on is deflationary in the sense that you're going to be able as a business to get work done and spend less money doing it so there are these sort of micro economies, almost like little micro climates, i guess. when we're talk about global and the world. i think there's some deflationary micro economies, perhaps within companies, within industries and so, for an investor, i'm not sure it's relevant how much inflation is going -- like if you believe in a.i. and certain companies having an advantage because of their skill, because of their cloud heft in those areas, i'm not sure inflation affects it that much if you look back over the past couple technology cycles, mobile, cloud, et cetera, you know, open source, did inflation or deflation really -- no

. >> i talked to -- just like the working man, i love that, we have the edge, because satya explained the world to us. he has such gravitas he's premier who is the premier of google >> sundar. and the premier of apple is tim cook it's like, intel does not have a premier, when you get down to it. >>> this is the opening bell here the big board, we'll talk to the ceo of the tech sector today and also celebrating its ipo, rent the runway. there is jennifer talking about the first ipo with the female ceo, cfo and c.o.o. ever. >> congratulations to them a business, by the way, that changed the way people dress, particularly people who are trying to, the great equalizer, david. you may not be able to afford a beautiful gown, not that that necessarily would be your thing, but you can, if you're a understandingier person, afford the same clothes that a rich person does. you know, you have made it so that people who are not wealthy look wealthy that does matter on the job front. >> which is what they do that's going on in my house actually, too. they have stuff coming in every day. >> people a