seema mody is at the flash desk with more. a lot of those stocks have been very strong. >> they have. with the obama administration planning on shrinking the army to pre-world war ii levels and eliminating an entire class of air force attack jets, you would think defense dogs would be on the defensive but not even close. instead, stocks are soaring. lockheed martin, general dynamics, raytheon, rockwell collins, all trading at record highs. back to you, sue. >> thank you, seema. >>> as the u.s. prepares to slash defense spending, we are following that developing story in ukraine. our chief international correspondent michelle caruso-cabrera is live now in kiev amid kind of a quiet tension. russia's prime minister calling the ouster a mutiny. given the tensions, what's happening right now? >> reporter: well, like you said, a quiet tension. there are thousands of protesters still in the square. what they are waiting to see today and over the coming days is what will come out of parliament and the new acting leadership of this cou

seema mody, the index is down on a percentage basis quite significantly today. the dow is not faring well either. we will start out with bob biseasb pisani. how does it feel down there? >> feels like they are trying to make a bottom but it's tentative. take a look at the s&p 500. we started out and almost immediately moved south. when 10:00 happened, we had the ism services number, market took another leg down. we were expecting about 56, disappointing at 51. the market is not in a forgiving mood. don't want to hear about whether the weather is bad or whatever the problem is, immediately sold as the s&p 500 came out. tell you something very unusual. put up how the major sectors are doing. look at the small cap, midcap and s&p 500. the midcap is down almost twice as much as the s&p 500 and small cap, too, that is a rather unusual spread there. a lot of people are suspecting that a lot of big etf traders have been selling the etfs around these. the volume has been very heavy. let me give you an example. airline stocks, delta, everybody loves the airlines. business

. >> seema. one stock that did really well is the other elan musk stock which is solar city. >> yeah, we talked about that. >> you called it. >> i just think that these guys are bringing down the costs for retail solar. that's part of the fascination. in first solar's case, they missed on numbers. the stocks have rallied. if you look at first solar's history, on earnings day the average price move is 12 to 13%. there's no sense in playing it into those numbers. this is what you have. >> comeback kid. shares are jumping today for blackberry. plus, bitcoin bust. we have the man who once held $300,000 worth of bit koins. now the exchange has gone radio silent. he's flown to tokyo to find out why. he'll join us live to tell us why coming up. tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration into action. tdd#: 1-800-345-2550 we have intuitive platforms tdd#: 1-800-345-2550 to help you discover what's trending. tdd#:

and our very own cnbc seema mody. seema, was there anything hot today or anything that got hurt less? >> there were some high flying tech stocks. google traded in positive territory. netflix. >> i do want to say, you nailed the google story last night. you went back and read it up and reported it on this show. you absolutely did your total homework. >> i think for today the reason we had a selloff, disappointing earnings coupled with renewed concern over emerging markets. in terms of earnings we heard from walmart, mattel, mastercard all three companies came in with a miss. that's why, that was the catalyst. >> in summary, with a little more i guess than half of the s&p reporting -- >> right, the halfway mark. >> aren't they running at or a little high center >> rising. the number of companies beating street expectations is at 70% which is higher than the historical average of 63%. the earnings growth rate continues to pick up. it's above 8.5%. the amount of companies that not only topping wall street expectations but

seema, start with you. make the case. >> earnings continue to surprise to the upside which tells us that the fundamental story on why you should invest in stocks is improving. that's what i'm hearing as the catalyst behind stocks recovering. according to thompson reuters blended earnings growth rate for the quarter has risen to 9.5%, the highest since q-3 of 2011 and if you think yeah, yeah, earnings being boosted by lowering expenses, you're probably wrong because revenue growth is slowly coming back. in fact, 68% of companies have actually beat revenue expectations which is at a 2 1/2 year high. in fact, the tech sector is sporting a revenue growth rate five times higher than the s&p 500. companies like google and facebook posting double digit revenue growth as more consumers go digital. lastly, if you are still not sold on earnings driving stocks higher, companies that have beat estimates on their top and bottom line have outperformed the s&p 500 by about two percentage points on average in the five days

back to you. >> seema, consumers at heart. they have preferences.hat's interesting there. >>> meanwhile, a check on the metals market that closed a few seconds ago. gold, silver, copcopper, platin all down. a lot of activity. palladium flat. send it over to rick santelli tracking action at the cme. rick? >> thanks, kayla. all you need do look at an train day chart of tens. up ap couple basis points, what an important couple of basis points. we'll get to that in a moment, but without a doubt, the biggest fundamental for 2014 for the treasury market is the stock market. look at this chart with the dow overlaid with ten-year note futures. look how tight especially on the way down when stocks were having a nasty january. on the way up, kind of fighting it a bit, trending in the right direction. that is very important. look at year to date chart of teb tens, anything to the left of that bottom, 38%, retrace that. exactly trading on the right side. this point here at 275, 276, technically significant. on blowsing basis, mind you. the last chart showed how

i'm seema mody.ck out shares of intermune, soaring on news its experimental lung disease drug had positive results in trials. a programming note, in a cnbc exclusive, brian sullivan will talk live with its ceo, dan welch, in "street signs" beginning at 2:00 p.m. eastern right here on cnbc. sue? >>> well, the profit, marcus lemonis is back tonight with an all new season. we are so excited. the big show is on at 10:00 p.m. tonight but here's a peek at the drama on the lot. >> i don't really have authority over any of the parts. what i mean by that is pete wants his finger on every single thing in the store. he micromanages. i have known him ever since he was 5, 6 years old. he's a very proud guy and he's a good guy. we just don't agree on a lot of things. even the buying of the cars. when we would sit down and say okay, we have x amount of money to spend, he wants to spend money on a $100,000 porsche and i'm like it doesn't make any sense, if you had $10 million, you go ahead and buy the $100,000 porsc

seema what have you found? >> reporter: mandy, about six to eight inches of snow here in times square. you can see behind me, not a lot of people outside. more people staying inside, and experts that i speak to say that's a big opportunity for online streaming companies and entertainment platforms like youtube, hulu and necessary flix. in fact, netflix during hurricane sandy reports indicate netflix saw a surge in video streaming. others trying to take add rang of more people stuck at home, verizon advertising at-home entertainment. when it comes to more people staying home think of entertainment. that seems to be the big opportunity here. back to you. >> thank you very much, seema. >>> and for all the people that have been also feeling cooped up in the storm -- ♪ perhaps nine months from now, maybe they are going to need new baby clothes. joining us from piper jefferies, stephanie, probably had no idea we would pull that kind of stuff on the intro. hope you're not feeling a bit uncomfortable, but you did upgra

right, seema? >> reporter: exactly right.ther is expected to keep more americans inside, and if that's the case, experts say more people will be online. tweeting, facebooking, and shopping. rj, analyst at morningstar tells me bad weather is particularly good for online retailers like amazon and ebay as more consumers embrace the concept of shopping online. speaking of shopping, many say online travel booking sites like expedia and priceline could see a gain from the freezing winter. shares up better than 11% over the past week. carnival cruiselines recently reported it set an all-time hype for guests booked in a single month. more, last-minute travel is expected to increase as valentine's day weekend, according to travel zoo, get this, sue, a triple digit increase in year over year searches for warm weather destinations, like cobb oh cancun and punta cana and folks look to those farmer destinations. i don't know why anyone would say snow is no romantic. i think it's romantic t. can be. seema, you always look on the bright sid

seema mody is live in times square to put some perspective on all of that today. >> good afternoon. the nasdaq on track for its worst week since june of 2012, that adp report certainly not giving investors a reason to get back in this market. in fact, one trader telling me he doesn't want to step back in until he knows where the bottom will be. with that said, technology stocks have had a terrible day today. some of the stocks that have a significant weighting on the nasdaq are lower, including google and amazon. apple shares outperforming, getting specific, 3d printing stocks getting hit on the chin after 3d printing systems lowered its earnings outlook due to slowing demand. that's moving some of the other 3d printing stocks lower today as well. lastly, big moves and here's the reason. macao's gross gaining revenue, up 7% in january, its lowest growth rate since october 2012. you can see the screen red across the screen. back to you. >> thank you, seema. >>> the etf that follows the dow is now down almost 7% year-to-date. the etf that tracks the s&p 500 down 5% this year. the qs t

seema mody has the story of the nasdaq run for us. >> that's right. some traders are concerned that the outperformance of the nasdaq is similar to what we saw in the year 2000 right before the tech bubble burst. but keep in mind, large cap t h techs not participating in this year's rally, yahoo! intel, apple down 3% to 6% year to date. despite these losses, the nasdaq continues to hit new multi-year highs thanks to gains in three specific subsectors. cloud service space, akamei tech higher after beating expectations in the fourth quarter. momentum players, tesla, facebook, we continue to talk about these names, continuing to rise as investors hunt for high growth. lastly, health care playing a significant role. illumina, second best performing player. alexei pharmaceuticals up better than 30% year to date. then there's a generic drug maker soaring on better than expected earnings thanks to an uptick on its generic business. experts say because this year's gains are spread out across a couple sectors, that there may be less of a concern of a bubble bre

seema, the stat that carl and i were talking about, up 650% in 14 months. tell us the story. >> scott, design gravity as we speak. morgan stanley putting out a bullish note run that tesla has the opportunity to not only disrupt the car energy but the elect strict utility industry by commercializing battery packs. analysts there raising the price target on tesla from $153 to $329 a share -- $320 a share. biggest intraday gain since 2013. it's a 14-month chart, up 650%, as you can see there. >> nobody on the desk here owns this name? >> no. i own it in my virtual account. i've done well. like the bitcoins. >> that's gone the way of the bitcoins. we had somebody on one of the other prarms, you know, earlier in the week or late last week who mentioned the technical breakout that was going to take place in this stock. the chart was shaping up for a break. i think it was "street sign thi" it's been striking since that day, the breakout. >> the shorts getting toasted. a lot of what we've been seeing is -- we talked about it a week ago. 215 calls, stock trading aro

bob pisani at the nyse, rick santelli at the cme and seema mody at the nasdaq. bob, this was called a very half-hearted bounce. >> yeah, it's tepid. let's just call it steady as she goes. take a look at the s&p 500. it's kind of like a poker game where you pull two 2s. what do you do? you don't raise them, you don't fold them. you kind of wait for the next card. the next card is the jobs report on friday. everybody is waiting for this next card so let's just call this reasonably steady as she goes. in terms of earnings reports, we are seeing some individual stocks move whole sectors right now. kors had a great number, we reviewed this, look, up 17%, guidance for 2014 was great. they are pulling up the whole retail luxury sector. the restaurant group is being pulled up by yum's numbers. they weren't spectacular but basically affirmed their 2014 guidance. that's pulling up buffalo wild wings, pot belly, even domino's pizza. bottom line, we are looking well. jc penney, about an hour and a half ago, broke below $5. we had a little bit of buying pick up when that hap

they're just like seema showed you. there's a whole bunch of stocks.ot just talking treasuries for bonds. there's municipals with certain benefit. all across the spectrum. there's different ways to tailor a portfolio of bonds just like for stocks. >> true. >> thank you, guys. good job. >> and we've got about 13 minutes left to go before the close. the dow holding up, bill, at about 160-point rally. the s&p adding 20 points, back at 1772. >> still to come, from cleaning your house to military moves, i-robot is making the future happen today. we're going to talk to company ceo colin angle about what's in his company's future coming up. fifteen minutes could save you fifteen percent or more on car insurance. everybody knows that parker. well, did you know auctioneers make bad grocery store clerks? that'll be $23.50. now .75, 23.75, hold 'em. hey now do i hear 23.75? 24! hey 24 dollar, 24 and a quarter, quarter, now half, 24 and a half and .75! 25! now a quarter, hey 26 and a quarter, do you wanna pay now, you wanna do it, 25 and a quarter - sold to the ma

kayla. >> thanks, seema.lowell mcadam told david faber in an exclusive interview. you'll hear them next. and google's director of engineering says by 2029 computers will be able to understand our language, learn from experiences and outsmart most intelligent humans. scar ri thought. that brings us to this morning's squat on the tweet. if google is right, how can we prevent the robot apocalypse? we'll get to some of your answers later this hour. [ male announcer ] once, there was a man who found a magic seashell. it told him what was happening on the trading floor in real 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 right in your trading platform with think or swim from td ameritrade. which will cause me to miss the end of the game. the x1 e

clear winners and seema mody has run them down. >> right. five stocks locked big gains in 2013 and despite recent volatility continue to rally in 2014. first up is netflix, up 10%. renewed investor confidence in the company's ability to grow with subscriber base. analysts at morgan stanley, going forward. international expansion, big opportunity for netflix. and delta big winner. top pick among u.s. airlines writing its unique fleet stra strategy and non-union work force, and implantable heart device, its earnings beat street. and pipeline expected to help future sales. look at another winner thanks to a surge in beer sales. consolation brands blue through expectations. shares up this year. lastly, micron tech outperforming peers in the semiconductor space. the reason, strong earnings driven by notable improvement in the pc movement, upbeat guidance for a typical down quarter and up 11% on the year. back to you. >> seema, thanks great ideas. >>> to dominic. >> sprint nearing a buyout. the merger and acquisition hopes faded. and the fcc sayin

i'm back with our panel, marcus mabry, seema iyer, and igor volsky.rials, this is a broader societal problem for black men and young boys. >> we could actually say that the entire edifice of modern society in the united states was built on the notion that black people were an inherent threat to it. and that that evidence was rooted in a statistical analysis of black people being incarcerated or arrested. but what we know is that at the earliest possible moment when black people stepped into freedom, when black men tried to build their families and their homes, they were subject to criminal surveillance, because they challenged the status quo. we can never separate out, therefore, their attempts to actually make america the country it claims to be, and then being subject to criminalization. that's a fact! it's the jim crow story. it's the story that we actually already know. but the notion, somehow, that that story is the past, that there's an invisible moment in time that we can say, it's 1968 or 1973 or '64, is absurd! because it's so deeply rooted i

phil lebeau, seema, morgan brennan, our thanks to all of you.d. the latest after the bell action is coming up. forget the storm outside. we want to talk about the storm of earning in the last hour. it's having a big impact on markets. details on those for you right after this. ng faster than ever, we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. because what you don't know, can smarhurt you. insurance. what if you didn't know that posting your travel plans online may attract burglars? [woman] off to hawaii! what if you didn't know that as the price of gold rises, so should the coverage on your jewelry? [prospector] ahh! what if you didn't know that kitty litter can help you out of a slippery situation? th

our rome correspondent, seema gupta. >> today it will be the senate. on tuesday it will be before the lower house of parliament. in both cases, he is looking for a confidence vote. for now, we know that he is backed by his own democratic party as well as the small, new, center-right party, and some other smaller groupings. it appears as if he will have enough support in order to get -seatajority of the 320 senate today. most will be looking at the size of the majority. will it be similar to the one of his predecessor, enrico letta? there are concerns within his own party. the more left-wing members within his party are not exactly happy with the way in which he came to power, the fact that it was done through this so-called backroom coup. others are not exactly happy with the fact that he struck a deal with the disgraced former prime minister, silvio berlusconi, on the ways to reform electoral law. we will have to see what kind of support he has. slower -- raised the alert system to orange for the first time. heavy smogn came as was forecast to roll in

. >>> plus, the ipo market still on fire despite that volatility out there, right, seema? >> that's right. going public is hot. 2014 has been a real record setter so far for ipos. let's talk about which sectors are winning the race and who is in the pipeline. hey kevin...still eating chalk for heartburn? yeah... try new alka seltzer fruit chews. they work fast on heartburn and taste awesome. these are good. told ya! i'm feeling better already. [ male announcer ] new alka seltzer fruits chews. enjoy the relief! ♪ aflac, aflac, aflac! ♪ [ both sigh ] ♪ ugh! ♪ you told me he was good, dude. yeah he stinks at golf. but he was great at getting my claim paid fast. how fast? mine got paid in 4 days. wow. that's awesome. is that legal? big fat no. [ male announcer ] find out how fast aflac can pay you at aflac.com. instead of paying too much for an ipad, i got the surface 2. first of all, it comes with office and outlook. then, with free skype calls to phones in over 60 countries, i can talk to my cousins any time. and then, i got 200 gigs of cloud storage -- free -- so i can get

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you're up very early, as well. >> yes. >> have a good day, seema.her shows, as well. >>> let's take a look at some of the other top stories that we're following today. jpmorgan striking a deal with activist shareholders that will let the bank avoid another showdown at its annual meeting over whether to fit the position of chairman and ceo. those roles have been held by jamie dimon. jpmorgan will create a public event to discuss the criteria boards should use in setting up the top executive positions. jpmorgan in german trade a little bit lower at the moment. >>> citigroup's ceo michael corbetz got a nice bump in bay last year. he got a 23% increase in 2013 as a first full year spent replacing vickram pandit. that is roughly in line with what bank of america's ceo brian moynihan got paid last year. citi grooep group in german trade lower by 0.5% or so. businesswire, the service owned by berkshire hathway will potentially stop selling press releases to high frequency trade firms. it follows "wall street journal" article this month highlighting the adv

seema mody and josh lipton on those stories. seema?> institutional ownership of apple is at a record low. i will walk you through the stats and the reason behind this coming up after this break. >>> coming up, power pitch. this startup wants to make electronics fun by putting the power in your hands. imagine, invent and create. does it have the power to succeed? stay tuned. tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration into action. tdd#: 1-800-345-2550 we have intuitive platforms tdd#: 1-800-345-2550 to help you discover what's trending. tdd#: 1-800-345-2550 and seasoned market experts to help sharpen your instincts. tdd#: 1-800-345-2550 so you can take charge tdd#: 1-800-345-2550 of your trading. save you fifteen percent or more on car insurance.ould yep, everybody knows that. well, did you know the ancient pyramids were actually a mistake? uh-oh. geico. fifteen minutes could save you fifteen percent or more on car insurance. >>> welcome back to

today's starting lineup, josh brown, stefanie link, jon najarian and seema mody at the nasdaq. who is going to emerge the biggest winner with deal making? it's already helped the nasdaq do its best run in some 13 years. so will tech continue to save the day for your money? let's take it to the panel. josh brown, that's where the conversation is. is that where the money is going to be made? >> yeah, i mean, this is obviously a run away year for m&a. not necessarily a deal volume or amount of deals. but certainly in dollar figures. and, of course, facebook's deal this week, you know, sends that right over line by a wide margin. i don't know how many more $20 billion deals are out there. who knows. i think it could be interesting if you start seeing deals in areas like software, security, for example. that's an area where you have so many players, such a huge growth opportunity right now. and you could just imagine companies like oracle licking their chops and looking at the smaller competitors who have incredible sales growth. >> steph? you got to look at facebook $16 billion for

for that and the rest of the news let's turn to seema mody. good morning. >> hey scott. let's start with the markets. futures are higher after stocks close near the high on thursday, invest terse appear to have shrugged off news on unemployment and inflation and manufacturing. today data on home sales expected to decline, that's chalked up to the bad weather. google is reportedly working on an app that can automatically log you onto wi-fi hot spots. google is testing the app which will be available on android and apple devices. lastly, investors may get a sweet deal t "wall street journal" reports that russell stover is on the block. the family owned company could be sold for more than $1 billion. russell stover started in 1923 is now widely sold at more than 70,000 drug stores and retailers nationwide. >> thank you. russell and clara stover but appears that clara got left off the name. >> always the lady. >> like to recognize. check in with christina. >> you can give her the chocolate to make up. all of the chocolate one can muster. 49 degrees in san francisco. east bay

we'll turn to seema mody. good morning. >> scott, good morning. futures lower after wednesday with a nasdaq snapping its eight-day winning streak. investors shrugged off a disappointing report on new home construction chalking up to bad weather. following the release of minutes from january's fed meeting shows some think it might be -- might be soon -- might soon be excuse me, time to start raising interest rates. look out for data on unemployment and consumer prices as well as earnings from walmart that could be a market mover. the dow falling 89, the nasdaq 34 to close at 4237. gas will boost wages for store workers to $10 an hour. the retailer in the bay area says the move will affect about 65,000 employees. last week president obama signed an executive order raising the federal wage for contract workers and encouraged private employers to do the same. google plans to expand its high speed internet service to 34 cities across eight states including palo alto, mountain view, sunnyville and santa clara in an effort to compete with cable and phone

back to you, kelly. >> seema, thank you.te the recent weak employment report, our next guest cites four key reasons why america is on the brink of an enormous economic growth spurt. which us a joel kurtzman. he's the author of "unleashing the second american century." joel, great to see you. >> great to see you. thank you. >> it's interesting to watch the way that publishing trends change because a couple years ago every book on the newsstand it seemed was about how there was never going to be growth in this country again, the great stagnation, that whole theme. what makes you so confident now that just a couple years into the recovery things have dramatically changed or have you always felt this way? >> well, no, i did not start out optimistic. it took me a long time in studying a lot of facts before i changed my mind. and what i have seen is that we have enormous amounts of creativity that people are not taking into account, and they're not sufficiently taking into account the energy revolution. those are transformational.

seema mody, what is driving these big gains today? we're going to start with netflix hitting a record high on news it agreed to pay comcast the parent of this network for faster speeds for its streaming services. on the tech front, another deal to add to the books, rf microdevices and triquint semiconductors deciding to merge in an all-stock deal. health care is being led by huma na. one of the leading providers of plans said rate cuts may not be as bad as anticipated. trex hitting a record high as the composite deckmaker reported better than expected earnings. a two for one stock split and a $50 million stock buyback. dillard's losing ground after reporting weaker than expected fourth quarter earnings. >> i think we have trex on our front porch. we used it in the ceiling. >> did you lay the boards yourself, bill? >> oh, you bet i did. >> i guess they're not boards. >> they're not real wood. they're fake. >> you have to have something to hold up against this ice and weather. >> i'm not a carpenter. i just play one on television. headi

seema, how many companies are taking advantage of these rules? >> you know, i don't have the exact number, kelly, but experts i spoke to say that the jobs act is definitely given private companies another reason to list. now, of course, they do have the ability to sort out their finances ahead of time and then release their data once they hit the road show or right before they hit the road show. >> gene, thank you for your thoughts. seema, we'll see you later. >> certainly kept people busy around here, bill. >> yes, it did. >> a lot of ipo activity last year. a lot more coming this year. the dow, as mentioned, roughly unchanged. the s&p 500 a small positive and the nasdaq up about 19 to 4145. >> to the housing market, for foreclosures could be on the way unless congress acts. what does congress need to do and how likely is that to happen? our real estate pro diana olick has that story coming up next. >>> after the bell, she's known as one of the most colorful characters in the fashion business. i will sit down with designer betsy johnson about he

thank you, seema. heading to the close with 13 minutes left in the traysiding session.ve points on the dow. >> in the meantime, obamacare's rollout has been anything but smooth, but one wall street bank says a clear winner from the law and its health care, i.t. stocks. rbc capital markets david francis is here to tell us which names could get the biggest boost to their bottom line. we'll be right back. because when it comes to feeling safe behind the wheel, going the distance and saving at the pump you want it all. get our multi-point inspection with a a synthetic blend oil change, tire rotation, brake inspection and more for $29.95 or less. get a complete vehicle checkup. only at your ford dealer. ameriprise asked people a simple question: in retirement, will you outlive your money? uhhh. no, that can't happen. that's the thing, you don't know how long it has to last. everyone has retirement questions. so ameriprise created the exclusive.. confident retirement approach. now you and your ameripise advisor can get the real answers you need. well, knowing gives you confid

what's going to happen, seema? >> a big beverage deal here, ross.ing a 10% stake in green mountain for $1.25 billion with an option to increase to 60% over the next few years. now, under their ten-year deal, the companies will develop a line of coke products for green mountain new cold drink machine. that will be able to serve soda, tea, and juice. the machine could go on sale as soon as october. green mountain's keirig or k-cup machine has made easy the single cup brewing at home or the office. the deal makes green mountain the exclusive global partner for the sale of coke branded pods. but ceo brian kelly tells reuters can company can sign contracts with other cold drinkmakers, including coke's archrival, pepsi co. the coke-green mountain deal comes as soda stream is making a push to get its machines into every u.s. kitchen. they have advertised in the past two super bowls. but soda stream has been under pressure amid competition and slowing growth. soda stream after hours, in frankfurt, down about 5.6%. green mountain soaring more than 40% in aft

seema is live with that.it's a mix of snow and sleet right now. as you know, times square typically sees some of the highest foot traffic in all of new york city. but with today's snowstorm there's less people outside, more people inside. that could have a negative impact on some companies. but we found that the online delivery space is thriving. >> bad weather i would say is not only good for our business but the merchants that we serve. >> e-commerce site delivery.com is located in 15 major cities nationwide and enables customers to order online from local businesses, has seen the pickup in sales this winter partly due to a surge in booze. one up 60% year to date. delivery.com is expecting booze sales this weekend to be extra strong given that more people will be celebrating valentine's day at home. now, that could be a boon for spirits and bev ran players like budweiser, beam, and constellation brands. oppenheimer says with more people stuck at home expect online traffic on retail sites like amazon to rise

carl, over to you. >> thank you, seema. >>> when it comes to tablets options are limitless.e per fek combination of portability and usability, walt mossberg says goes to the ipad mini. samsung's new galaxy tab pro 8.4 the taking on apple's device and here is ross mossberg, nbc news group as a minority stake in re/code. good morning, walt. how are you? >> immigrate. how are you? >> i'm not bad. enjoy reading your review. seems like there are some things to like but a lot of other things not to like. >> samsung is great at hardware. and i think the galaxy tab pro 8.4 which is just one of four new tablets that they're announce i announcing shows the hardware expertise. they managed to take an 8.4 inch screen. talking about these middle size screens between the 7s and the 10s. took an 8.4-inch screen and squeezed it into a body that is lighter and narrower than the ipad mini's 7.9-inch screen. that's quite an achievement. >> you know, jk ship and barcelona said, quote, our consumers don't want eye-popping technology or the most complex technology. >> right. >> are they pivoting

. >>> there's a simmering battle between our resident market heroes dom chu and seema mody. over what is a better investment, emerging markets or the u.s. market. stay tuned. we'll be right back. ♪ where you think you're gonna go ♪ ♪ when your time's all gone? [ male announcer ] live a full life. the new lexus ct hybrid with an epa estimated 42 mpg. the further you go, the more interesting it gets. lease the 2014 ct 200h for $299 a month for 27 months. see your lexus dealer. i didn't think i could buy them their own, let alone for under $300. but this asus with windows is lightweight and has everything they need -- not like chromebooks that can't install office or have to be connected to the internet to get much done. with this they can do homework, chat, play games -- on their own laptop, and their own time. so no more fighting... at least not over my laptop. ♪ honestly, i wanna see you be brave ♪ if you have a business idea, we have a personalized legal solution that's right for you. with easy step-by-step guidance, we're here to help you turn your dream into a reality. st

back over to you. >> seema, thank you very much.meanwhile, has not been part of the nasdaq's run up this year. that stock down about 6.5% this year. and today the company's been holding its annual shareholder meeting. josh lipton is there. is ceo tim cook saying anything to soothe investors, josh? >> well, bill, we are here at apple hq in cupertino, california, and shareholders, they flew here to listen to ceo tim cook and to vote on these ten proposals which range on everything from executive compensation to the 2014 stock plan. they also did overwhelmingly choose to re-elect their directors. remember, the board had presented these eight nominees, william campbell, tim cook, mickey drexler, al gore, bob iger, and andrea young, arthur livenson and ronald sugar. tim cook took the stage to field some questions from shareholders. some of them pressed tim cook on why you don't talk more about new products in the pipeline and cook's point was, listen, we're not interested in giving a road map to rivals. he also said they've been ripped o

we will do a market flash with seema mody while we dial klondike 552. what have you got?>> that's right. take a look at zinga, the stock spiking after dismissal of a lawsuit in which the online gaming company was accused of misleading about its prospects before and after its ipo. shares higher by around 4%. >> you are supposed to do a longer one so we can stall, so we can give bill gross the phone. have anything else you're looking at? >> we'll take a break. how about that? >> let's read the wall. okay. on deck, we now know who is behind the goldman sachs elevator tweet. hint, it is nobody actually at goldman sachs. but is this another example to me, maybe not to you, that goldman sachs or twitter will have bigger problems than it already does. >> i know you do -- >> you say no, i say yes. we'll fight after the break. tdd#: 1-800-345-2550 trading inspires your life. tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-

first, to seema mody on what may actually be lifting the markets off the lows. that is earnings. >> it might be earnings. strong earnings driven by two sectors with companies not only beating expectations but reporting a notable jump in sales growth. the winner is technology and consumer discretionary. the average sales growth rate for tech is 5.4% which is higher than the s&p 500 average of 1.1%. three major catalysts, i.t. budgets are coming back, a pickup in the european economy and lastly, the adoption of digital. according to neilson, americans on average now own four digital devices. some of the tech all-stars that have posted double digit revenue growth include facebook, google, electronic arts and consumer discretionary is realizing a 4% rise in sales growth. a gradually improving u.s. economy resulted in consumers spending more on autos, the housing market has benefited from this. d.r. horton posting double digit revenue growth this quarter. companies who have not reported yet include cisco, whole foods after the bell, pepsi and discovery communications

seema, what specifically is pushing it down? >> we are now at session lows, down triple digits on the day, a bearish scenario shaping up for the nasdaq. we are seeing losses across the board. internet names, biotech, many of those tech names that reported earnings last week are now under pressure. that seems to be what's weighing on the nasdaq. of course, as i mentioned before, the nasdaq breaking 4,000, a key psychological level that traders watch. there seems to be a fundamental and a technical story at play here. weak economic data coupled with the indexes breaking key support levels. many of the winners on the nasdaq 100 have now turned negative, including apple. investors continue to hit the sell button on biotech. we are seeing celgene, among others, trading lower and large cap tech, google, yahoo! amazon leading this index, all of which reported earnings last week. facebook did hit a record high earlier today. that stock has now turned negative. >> with the exception of russia, brazil and the nikkei, the dow is now the fo

seema mody has that. >> huge outflows from emerging markets etfs and mutual funds last week and here is the story. the data at least. emerging market equity funds have seen outflows of $18.6 billion which is now higher than the $15.6 billion that left emerging market funds in all of 2013. that data according to epfr. recent volatility in emerging market currencies as well as concerns over china slowing down resulted in investors pulling out of these markets. some of that activity was also a reaction to the potential rise in u.s. interest rates, making u.s. yields relatively more attractive. lippor fund points out the index had outflows of $2.2 billion this week which is slightly less than last week but nonetheless, a significant move. three of the biggest stocks held in this etf include samsung, taiwan semiconductors, and tencent holdings. the question now is how much more pain will emerging markets see? josh brown says this is just the start of what will be a larger exodus out of emerging markets, especially if the fed continues to taper. bill? >> jack, do you want to be entering em

seema mody is following the big movers there.fference a day makes. >> really, that's the case over here. stocks are recovering. we are seeing the nasdaq back above 4,000 and that was a key concern yesterday, seeing the nasdaq break that key psychological level. in terms of stocks helping the nasdaq, take a look at apple. apple shares outperforming morgan stanley, citing wearable tech as a big opportunity for apple. internet stocks are rebounding. semiconductor stocks, though, the companies that specialize in chips that power smartphones and tablets, those stocks continue to lag. overall, we are looking at the nasdaq up 1% on the day. also want to put a check on microsoft, of course, because satya nadella named ceo. we are seeing microsoft shares up by .4%. back to you. >> thank you very much. >>> to the gold market right now, which yesterday had a really strong gain. let's see how things are shaping up at the close today. a little bit of profit taking, perhaps no surprise, because we had a $20 gain in gold yesterday and also a de

back over to you guys. >> seema, thanks so much for that.i think late last year back above 20. >> psychologically -- >> the depth of the european crisis didn't seem like a lot, but where we've been over the past few months, that is just a shade above 20 which is obviously the high for the year. >> this as the dow jones industrial average drops 200 points. now down about 186 at this hour. we will continue to keep you apprised of what is going on in the markets. the selloff accelerating here after that ism manufacturing coming up here on "squawk on the street." we'll keep you posted on the market loss on the dow, down triple digits. what you need to know. also about smartphone-controlled cocktails. reinventing the way you drink at home. might need a drink after today's equity selloff. we'll be back in a moment. let me talk to you about retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be cl

back to you. >> thank you, seema. >>> let's bring in simon hobbs as we count you down to the close inat the bottom. 3% gain on greece. one of the best performing stock markets this year. up 12% this year when we're flat in this country. in the meantime, overall, across europe is pulling back from the six-year highs. it's notable a lot of utilities are lower and the uk house builders are also in negative territory. boy, what a run. the uk house builders have had. for example, up 75% during the course of the last year. in switzerland they're clearly watching what is happening with the ceo of credit suisse on capitol hill. credit suisse was down 3%. big mover is swiss life holding, biggest live insurer in switzerland. you can see the result there. a double whammy in retail. third largest retail in the world,es the cois going to abandon the margin target and go out for an all out price war. this is a portuguese retailer. one bright spot for the europeans, eads, or airbus as we call it, has announced it's going to increase its monthly production of its workhorse. the a-320, single aisle, 1

. >> seema, thank you so much for that. joining us now is neal campling.hy you think this deal is not too expensive. >> well, on the facebook of it, $16 billion is a lot of money. the last time there was rumors about the company being built out was a year ago. at the same time, facebook has added $5 million of market cap and they're using mostly stock for this deal. the thing is, whatsapp has more message egg going over its network than every single mobile carrier in the world combined. that is huge. 21 billion messages, 34 billion messages are received on whatsapp every single day. it is a huge scale and a huge opportunity for facebook to integrate more and more time on social networks. >> but i'm wondering, why would you pay $16 billion if there's no advertising on whatsapp and there will be no advertising in the future. how do you monetize this? >> monetization is a long-term aim. if you think of it, when they face or acquisitions, such as instagram, they are monetizing that now, slowly. instagram, the base has increased by five fold. now, for facebook

. >> seema, thanks very much. let's talk about these prospects.ng us chris and daniel rosen, principle at the rhodium group. great to have you with me along with the panel. daniel, first to you. china is -- you know more about this than anyone. it's been closed celebrating the lunar new year. when markets reopen, what kind of concern do you expect them to reflect about how strong and fundamentally strong that economy is? >> the first thing people are concerned about is that china could get sort of carried away in the general emerging market anxiety right away. lot of reasons to be worried about emerging markets. china's slowdown has nothing to do with it. the fact that things are slowing there is actually pretty good news beyond the very short term. >> that's because you think china needs structural reform, correct, and this is effectively the only way to push that? >> everybody knows china needs structural reform. they bought a lot of growth in the past through policies which aren't working the same way today that they were before. the new leader

courtney reagan also joining us from the new york stock exchange, seema mody at the nasdaq and rick santellixchange. a huge day, dr. j. a lot of people are saying too far, too fast. >> disagree. disagree. and i think the point that you made about when you're at 16,000 or thereabouts, 200-point move is not a huge move. a 200-point move on a 5,000 point index is a big move. up here, not so big. the fact that the market doesn't like what it doesn't know when there are uncertains out there, the market gets nervous about that, that was the jobs report last week. that was janet yellen today. now we know about both t, the storm clouds moved. >> i think what the market liked to hear and what you all have been talking about is the continuity in the message from janet yellen. not too much of a departure from her predecessor ben bernanke, so there is sort of quelling a bit of that uncertainty as dr. j was just suggesting there and that's what the market liked and it was interesting, the more she elaborated, the more comfortable she was explaining her position and what the fom c is thinkic i the higher

seema, what were you going to say?o at jpmorgan sees the emerging market volatile as an opportunity. he's recommending clients to find companies that have high exposure to emerging markets. there's one contrarian in the mick of this that says this might be a buying opportunity. >> i have a quick question for dom. in terms of the fed having been very involved at the $85 billion a month purchasing rate and now maybe they'll step on the gas again. it's 65 a month quite a high rate as well. they're still highly involved, aren't they? >> there's no doubt they're still highly involved. but it was something bob pisani made during his bold predictions early on. he said he wouldn't be surprised maybe if the fed decided to reaccelerate bond purchases because it does demonstrate they're data dependant. if the data goes the wrong way, maybe they go back and say, hey, we stop the taper, halt the taper a little bit, and maybe even put -- like you said put the pedal to the metal a little more. >> one quick point. let me go on record