wrong with vmware. i think the sellers whew it out of proportion and i think they're just trying to make it so the bar isn't too high. i say vmware at 173 is a better buy than dell. it may be more expensive but that's only fair gian its faster growth rates and more limited economic sensitivity although they're much smaller. one pivotal software, wow, it lost 40% of its value in the last three weeks the weakness in this cloud based development software is tougher to explain their full year revenue guidance without much of an explanation ouch these are all real concerns but when you put it together dell is sticking to its guns standing by its forecast of 605 to 60. if they deliver those numbers this stock is having 8.atimes earnings dell stocks, most are triple that 7.4 times next we're numbers when you see a multiple this low, it means wall street is expecting the estimates to come down however, at these levels i'm betting most of the weakness is already reflected in the stock price and that assumes noth

you think workday -- you couldn't get a bid how about vmware how about -- adobe >> sell, sell, sell. >> yeah, exact i had this stuff is slippery oh, yeah and that's why i expect the stocks to going to give up the gains. finally, evidence of froth every day, every day there is another big cap stock that rockets higher on no new news. today was amazon's turn. why the heck was amazon up almost $57 today nobody knows that is textbook froth i have to tell you something, we attempted to sell some it got too hot, too quickly. that is not what i like. if there is so much froth, why not sell everything? i'm not totally convinced this market is nearing a top. the signs point both ways. for example, for every beyond meat, this is a lift right -- there is a lift or there is an uber >> boo >> yeah. it's got that right feel to it anyway, i mean that's the opposite of froth. so you cannot just say all right because of beyond meat there is no, you know, it's the end of the world. we have -- wow, look at this this is really starting to come together here. it is hike play dough except it tastes a litt

this year, vmware ceo's took the number one spot, a big leap from his spot at number 78 last year.pped 39 spots this year. and there's a new member of the $100 billion club. bernard arnold, europe's richest person, just joined jeff bezos and bill gates in the world's most exclusive wealth club. the chairman of lvmh entered the ranks yesterday as the company's stock rose nearly 3%, increasing his net worth by almost $32 billion this year. his net worth now equal to 3% of france's economy. that's what's happening now. cheryl: tracee thank you. lauren: a.lauren: president tp suggested he could consider demoting fed chair, jerome powell. >> let's see what he does. i can tell you that draghi in the eu, if you look at what's going on with the euro, they have a much different stance than our folks do. lauren: joel griffith is a research fellow at the heritage foundation. thanks for coming on this morning. >> thanks for having me. lauren: the first part of the sound bite, let's see what he does, that's a veiled threat to jay powell, is it not? >> it could definitely be construed as much. t

they managed to stay together and people argued slapping on emc and vmware, they're doing much better. look at hp it's a bunch of different pieces consumer, not the power. >> it wasn't the most powerful company before it got split up it's like splitting up a rotten fruit. instagram is growing it is a massive juggernaut >> i know you'll have displays of innovative technology, things like moon shots. >> we're going to the mobility lab. we're going to put you in a jet pack send you off. sorry, carl. >> are those getting a down play because we're having to have this larger conversation about the future of regulation maybe regulation is what is next >> it's what we're talking about now. one thing i talk about in the article is let's talk about the next inventions. and also what we're going to do about them before problems, like facial recognition great thing to talk about. it's coming everywhere so how do we need to do it let's talk about that now and anticipate the problem so that we can, if it does get rolled out, it gets rolled out properly it's going to get rolled out where are we goin

let me throw in vmware right here, right now, that, ladies and gentlemen, is the conclusion of the lightningnsored by td ameritrade >>> bu [ speaking foreign language [ speaking foreign language >> i totally get that. it means, what's the stock continue to look through -- ♪ >> hey, i'm cramer something that can implant in your brain >> gesundheit. >> thank you i've been doing it 14 years, i can sneeze all i want. >> jim, boo, boo, boo, booyah. >> that took a lot of energy ♪♪ ♪♪ ♪♪ >>> i hate cows. cows are all about -- oh, sorry. stock market is full of bad behavior but every now and then wall street does the right thing. take for example zoom video communications and beyond meat they both reported and their quarters were things of beauty i had been skeptical because the stock's already rocketed higher. i figured they might need to deliver unbelievably good numbers. it turns out that's exactly what they did zoom could rally 18% today beyond meat totaled 39%. these were incredible moves. keep in mind beyond meat came public at $25 and now it's at $138 sko we had so many disappointing ipos of