skyworks solutions, a conductor company was down more than 3.5 points. >> we turn to commitment 2016. president obama has not yet back a candidate that he met with bernie sanders today at the white house. he says they talked about foreign policy, domestic issues, and a little bit of politics. he says while he has not always agree with the pollock -- the presidents by and large he has supported him. senate in disagreement with him over taxes. by and large, over the last seven years a major issue after major issue i have stood by his side. anchor: hillary clinton was campaigning in iowa pressuring the national committee to add a debate before next month' s new hampshire primary. she is trailing senator sanders and locked in a tightly contested monday iowa caucus. you can see her at a bowling alley today. reporting live from the hawkeye state, his reports begin tomorrow. he will join the eye-opener in the morning after those votes are cast. anchor: police are checking surveillance cameras hoping to catch whether sprayed graffiti on the main branch. a major power wash was needed to clean

skyworks clinked with cell phones.nything with cell phones people have decided it will have a downturn. i think apple needs to come up with the second revenue stream whether it buys it, produces it, comes up -- nike with a wearable that can take off. buys pandora. i saw rob peck downgraded pandora. i mentioned last week why would apple buy a failing service? apple needs to develop another revenue stream. those who sell it are saying they can't. i think it can. >> those who sell it also seem to be focused on all the different data points that are offered out there from various services about foxconn gave its employees longer vacation time or time off in january that wouldn't typically be the case. we keep getting these reports but they do seem to have an impact. foxconn the assembler of the i phone. >> do you own the stock because it's inexpensive and you believe the company will come up with a better revenue stream? it doesn't have that now. people say i don't want to own a stock where it may have down earnings. >> how

what do you think if skyworks or yahoo! is a better pick? got a big piece of alibaba and sky works is a momentum stock. i would much rather see you in a company that reported the absolutely terrific number today and that's verizon. which is a stock i had been pounding the table on day in, day out since the year began. verizon had a superior quarter, john ledger i know from t-mobile you didn't like it. but the market did. the stock roared up 3.2% and you're getting a 5% yield. that's what i like. chuck in colorado. chuck! >> caller: jim, thank you for taking my call. >> of course. >> caller: yeah, in 2010 i was -- with the westminster dog show and does it get any better? >> i'm sorry? >> caller: i'm wrong on taser. and a dead cap -- you know, with the new updated consumer stun gun and several months back this play out? >> this stock is in just a world of pain and i think it should be freed from the pain. i think it represents a bargain at $15. as i said that smith and wesson should be sold that day. i think that the taser represents value con

when ivago and skyworks goes up, you begin to get, well, wait a second, the chips in cell phones are a femoral, i don't want to buy these. i am just saying they were the first stocks to move and that xilinx could cause a second day of enthusiasm. it is time to buy my micron. the question is is it too early? and is jack going to run a third couple? grub hub. uber is coming. maybe jack wants to rescue grub hub. >> possible, possible, too early. >> at 17? >> too early. >>> we have the opening bell. we'll take a look at twitter and a lot of other things, including verizon earnings. corona wins the earnings. >> we're back after this. here at td ameritrade, they work hard. wow, that was random. random? no. it's all about understanding patterns. like the mail guy at 3:12pm every day or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. td ameritrade. >>> you're watching cnbc "squawk on the street." busy mor

there was a period where corvo, skyworks, cirrus logic were really good. cirrus is yiddish for trouble, and corvo and cuervo is tequila. >> i have to tell you, con st constellation brands is better. people are finding out today, oh, my god, apple. this watch, it still works. incredible. >> amazing. >> it's an apple watch, it still works. i know -- >> nobody would know it from looking at it. >> i still wear it. so i'm the only one. the people who want -- if they want out of apple, here's a nice day. 97 price. i think you should leave. adam and eve for you. the garden of sin. >> you are on fire today. you're outdoing yourself. >> they want the people who hate me, because i said own apple since it was 15, i don't want you on board listening to me. i wanted you to watch when we talk about the hall of fame. >> don't drive away the viewers. >> we like a big tent. >> i like a big tent, too. just watch me more than ever. hate me, love me, watch me. you have no choice. >> passive aggressive. >> the other guys are probably talking about apples or pushing chipotle. >

>> yesterday the big breakdown wasn't really apple, it was in corvo and skyworks solutions. the pure plays on apple. my conviction on apple has nothing to do with this quarter, it's the fact they can develop another revenue stream because they have so much cash and doing good things. the idea of trying to pull a bottom in apple down 4% last year, it's hard. how about if you want to own apple an inexpensive stock that has a brighter future in three, four months when comparables are better. nobody is thinking anything but three or four minutes. if you looked at the action yesterday, i rewrote the top of "mad money" multiple times. my nephew and i go back and forth. back and forth. good day, bad day. horrible day. great day. wow. >> that's definitely the kind of day it was. people talking about apple in the context of fitbit which we'll get to in a bit after a miserable day yesterday. let's get the opening bell done and look at the s&p at the bottom of your screen. at the big board, cancer diagnostics company, oncocyte celebrating its listing. and at the s&p, pure barre celebra

when apple stock follows by 2% or more, the stocks that fall along it with, skyworks, nvidia, xp semikconductor and qualcomm. cnbc pro has that full story online right now. you can get that full story flchlt. >> all julia with a quick alert. >> twitter is allowing people to write tweets longer than the 140 character limit, looking at launching this new feature around the first quarter. this was first reported by recode and they talked about potential for changes like. this my source tells me that users time lines would not look different but users would be prompted to click to expand to see longer tweets. they will be notified they're about to tweet longer than the current limit. back over you to. >> thank you very much, julia. >>> the texas economy was one of the biggest beneficiaries during the oil boom. but now with crude below $40 a barrel, how is the lone star state holding up? our brian sullivan is houston today. hi, brian. >> hey, tyler and mandy, thank you very much. what is oil prices drop going to do to the united states? is it just going to be a regional thing? houston, new orleans,

but avago and nxpi, here we go again, skyworks solutions and corvo, i confuse that with cuer cuervo. >> constellations brands, where we sell a lot of modello and corona, watch that. that was the best quarter of the year. will it give back that gain, that's the place you might want to go if you're a bull and looking for a bounce. let's say we use an august, november 2011 study. when we had the crisis in europe, where before draghi said he was going to use the malcolm x by any means necessary. you had a similar pattern. try to buy a bottom, get oversold. the difference was we were much higher valuation. when you see stocks like intel down this badly, off the forecast, what you have to say to yourself is okay, are they going to repeal most stocks like entell. >> let's get to intel now. i wants to circle back to disney. we didn't mention it fully. down 8.7%. $154 billion, big impact on the nasdaq. >> enterprise they forecast weaker. forecast weaker teleco. weaker personal computer. said there was inventory in the system. i thought they were too hard on themselves. this quarter was good q