story because it has been a serious one since the march lows and apple was a big story today, thomas weisel raising the estimates there after a meeting with management, they love the long-term growth prospects for apple, take a look at shares today, that stock is up nearly 100% year-to-date. all that bad news about retail, don't tell that to aeropostal, take a look at this stock. off to the races today, off to the races today, in fact, up 146% year-to-date. same store sales up 12%, their guidance for the current quarter was ahead of estimates. that's right, you heard me right, a retailer ahead of estimates. that means they actually expect good things for the back to school season. certainly nice to see a retailer with that kind of news this evening. are we headed to 10,000? with t.j. institutional services, the bear is michael pinto and with the delta global advisers. michael, you are the bear in this discussion. there's so much momentum here. how are you getting off the train now? >> a little uncomfortable, huh? let's see, what was the progenitor of this rally? it was based on the fact tha

thomas weisel raising the estimates there after a meeting with management. confidence in the company's long-term outlook. but the gains don't stop there. rim up 2%. ebay 2 3/4%. microsoft has picked up steam g throughout this trading day. it's up 2 1/2%. google is up just about 1%. and the chip stocks, not to be outdone as well, take a look at the semiconductor index, for example, because it is up by better than 1%. you've got a lot of names such as intel, for example, all trading to the up side today. if there's an upset story, if you will -- there's a look at the semiconductor index, by the way. if there's an upset story from the tech space today, it's clearly intuit, down 7 1/2%. it was downgraded over at credit suisse. they gave a really tepid outlook for 2010, and the shares are getting hammered as a result of that. solar stocks another area that i've been watching closely throughout the day today because they have been under considerable pressure and that is from the get-go. first solar down 5 1/2%. evergreen solar down 3 1/2%. energy conversion, sun p

jcpenney upgraded to market weight from under weight at thomas weisel, that firm opening up that manhattan what that means. that's kind of a change coming to manhattan to compete with macy's -- >> all quest at that job -- >> maybe it's personal. >>> when we come back in the next hour of "squawk," the ceo of loews, as joe mentioned, jim tisch, will talk about the company's latest results. and senator bob corker on the bill to wind down bank holding. fithe same tools the pros use, so you can be a disciplined trader. by selecting from eight advanced triggers, your order gets executed, even when you're busy. and with trailing stops to help you lock in profits and minimize risk, you can be confident in your strategy, no matter which way the market moves. find out why more and more active traders are turning to fidelity for a smarter way to trade online. trade like a pro. trade with fidelity. in the north of england to my new job at the refinery in the south. i'll never forget. it used one tank of petrol and i had to refill it twice with oil. a new car today has 95% lower emissions than in 1970.