yahoo! and certainlyte -- looking to make their announcement. >> three markets where you can find opportunity. >> from london, the demographic debate. a conversation with morgan stanley about the trend that could change everything. markets, a with the ho-hum day. morgan, theym j.p. point out short interest hasn't changed. all the talk about short coverage may just be talk. >> it was a great note. there was $90 billion of short covering that would happen. which could be a huge bullish signal for stocks. cracks the number you have to keep in mind is that short interest is 3% of shares outstanding. . not of thought that. i was looking at technicals today with the 100 day moving average, we are close to this away, and i points brought this up because once you break through those long-term moving averages, you can see a lot of follow-through buying. let's head over to london. joe: thanks. i want to dive inside my bloomberg terminal to look at the canadian dollar versus oil. we have the canadian e

within yahoo!?t is the strategy for growing the business now you are within this bigger company? david: we have a novel ad platform. it's all about wide-open creative expression. it's trying to get the most creative parts of the ad industry, to give them a space, a digital space where they can tell those same stories. where they can inspire us to become customers of these brands. get us to drive the beamer or drink the coke. yahoo! is building more and more content on top of tumblr. there are digital magazines you have probably heard of, yahoo! food, yahoo! tech and travel, those are built on tumblr. what we launched a few months ago was the ability to take that advertising we're developing for the tumblr network, where you come to get the reach demographics and engagement of the tumblr network. you take that same content and roll it out to the full reach of the yahoo! network. emily: i want to ask you about the "competition." i know there is not necessarily a direct publication. what do you think o

that's the view after yahoo! misses earnings and revenue targets sending shares lower after hours. >> now out with the old and in with the new. taking the reigns of credit suisse unveiling a massive overhaul including a 6 billion swiss franc capital hike. >> we have capital rates because i wanted to take capital off of the table so that when we meet we can talk about our business. >> shares in syngenta jump on the news that the ceo will step down months after turning down rival monsanto's take over bid. >> paul ryan throwing his hat in the ring for the race as the house speaker saying he could run if certain conditions are met. >>> welcome back. hi nancy. >> hi louisa. >> fancy meeting you here. we've never done this before. >> we established in the first hour that it's ferrari wednesday. >> ferrari red day. >> it's red markets day. >> it is. >> it's post office listing, post office ipoing in italy at a which is red. what else is red. >> but really a consequence actually. let's take a look at the futures and see

there are digital magazines you have probably heard of, yahoo! food, yahoo!h and travel, those are built on tumblr. what we launched a few months ago was the ability to take that advertising we're developing for the tumblr network, where you come to get the reach demographics and engagement of the tumblr network. you take that same content and roll it out to the full reach of the yahoo! network. emily: i want to ask you about the "competition." i know there is not necessarily a direct publication. what do you think of what they are doing? david: they have done a lot of things that nobody else is doing. at the same time, they are kind of on the other side of a fight we have been fighting for a long time, which is giving people more identity, letting people create something that is theirs. one of the things that drives me bonkers about medium is they strip all the identity away. they try to make it a commoditized network. with lots of long articles from various people rather than a place where i can set up and have my blog, my space, my place on the internet. b

quite literally the biggest and yahoo! and it's not a part of yahoo! it all. >> this thing is looming. there's a lot of weston's about what is going to happen. we expect to hear something by the end of the year. looks like we're not going to hear that. it's going to get pushed out. the irs has waited. emily: they have -- cory: they have waited and they have waited. you expect that they would give some sort of blessing, but it looks like to me, if i am a yahoo! shareholder, i'm going to get this spend co and i have no and ihere -- this spin co have no idea what the irs is going to do that. and i wonder what it will be like from january to december because the taxes will not be due for a full year. iswford: the uncertainty just a drive. the uncertainty with alibaba and the uncertainty in terms of the grander strategy and how it is going to play out. cory: so it's a most waiting for the fed to raise interest rates. we have been six months away for six years. crawford: you could see a push and get results and the results could be lackluster. i think when y

>> yahoo! swings and misses on third-quarter earnings. ♪ i'm cory johnson and for emily chang and this is "bloomberg west." coming up, the company reports next third-quarter earnings with the looming sale of their parent company emc, and tesla shares tank. and why the multibillion-dollar delve megamerger will succeed. but first to our lead -- yahoo! shares are lower in the biggest quarterly dip since 2009. sales are down 8% year-over-year. marissa mayer in her fourth year at the helm of the company with little to show for it. yahoo! still struggling to hold on in key areas like mobile advertising. the company is still wrestling with its thorny spinoff of the alibaba state. discuss, isow to crawford. this quarter is interesting. were going to start with alibaba. quite literally the biggest and yahoo! and it's not a part of yahoo! it all. >> this thing is looming. there are a lot of questions around what is going to happen. we expect to hear something by the end of the year. looks like we're not

yahoo shares under pressure.have more still to come including a disgruntled shareholder saying ceo marissa mayer needs to go. >>> apple announcing it's music service has 6 million users. kevin o'leary will join us next. you may think you can put off checking out your medicare options until you're sixty-five but now is a good time to get the ball rolling. keep in mind medicare only covers about eighty percent of part b medical costs. the rest is up to you. that's where aarp medicare supplement insurance plans insured by unitedhealthcare insurance company come in. like all standardized medicare supplement insurance plans they could help pay some of what medicare doesn't, saving you in out-of-pocket medical costs. you've learned that taking informed steps along the way really makes a difference later. that's what it means to go long™. call now and request this free decision guide. it's full of information on medicare and the range of aarp medicare supplement plans to choose from based on your needs and budget. all p

and we start with yahoo. let's get to josh lipton with the details. >> melissa, yahoo might have missed expectations which is a disappointment for investors but in mountain view, what is making headlines, announcing a search advertising agreement with google. google is going to provide yahoo with search ads, desktop and mobile platforms and google will pay yahoo a percentage of the gross revenue from ads displayed on yahoo properties and yahoo said this agreement will give the company greater flexibility when it comes to choosing suppliers of search results and ads. now when it comes to results, yahoo reporting adjusting eps, 15 cents on revenue the $1.23 billion. analysts want to see $1.26 billion. revenues from maven, thatupped to $422 million. important because that is where the internet ad dollars are moving. display accounts for 40% of the company's business. search continuing to struggle cloming in at 391 million. guidance, light, saying to expect q4 gross revenues of 1.26 to $1.2 billion and that under

nfl yahoo! streaming fail.ll buffers and freezes, leave football to the networks was one , comment. >> it is different when comcast laser fiber to your house. the internet is not structured like that. you are dealing with lots of different partners. increasingly, technology is improving and the experience is now better with four k possible over the internet. emily: let's talk about the future of yahoo!. this is a big when broadly for them. i think we can say that. yahoo! has been so dominated by the alibaba spinoff. once that is gone, tim, as a person who has covered yahoo! since the early 1990's, before yahoo! existed, what does yahoo! become? what is left after alibaba is gone? >> a lot for any company and their position depends on their boldness. are they willing to reinvent themselves? emily: you see that happening? >> i think there are opportunities. take the streaming example. i made the example earlier about uber reinventing the taxicab business. what would it take -- there are things you can do with the

once it's gone, as a person who has covered yahoo! since the early 1990's, before yahoo!sted, what does yahoo! become? what is left after alibaba is gone? >> a lot for any company depends on their boldness. are they willing to reinvent themselves? emily: you see that happening? >> i think there are opportunities. take the streaming, i talked earlier about uber inventing the taxicab business. what would it take to re-invent live sports? there are things you can do with the internet you could never do with broadcast media. emily: you have to deal with rights, the league, and -- >> that may be a challenge. imagine people following along on twitter. what if you could follow along real-time live with video commentary? >> a data point out there. look at what major league baseball is doing on the internet, not free, as obstruction product. emily: they are doing pretty well. >> they are doing fantastic. it is a different business model. you get insight to the stats and data and what is happening around the gameplay. imagine you could watch the dallas cowboys with emmett smith. th

yahoo!ays its first ever live stream of an nfl game was a great success. how many people actually tuned in. we dig into the numbers next. ♪ emily: new problems for blood testing firm theranos. walgreens has decided to hold off on opening more testing centers. it made the decision after reports worsening the technology. businessre biggest partner. walgreen officials met with executives, including the founder, late last week. walgreen's now plans to wait until questions are resolved before continuing with its expansion plans. yahoo! and first live streaming game of nfl game ever. 15.2 million tuned in to watch the game on sunday. yahoo! says over 15 million unique viewers watched the game online. bloomberg crunched the numbers and found that only an average of 2.4 million viewers tuned in any given minute of the three-hour game. by comparison, sunday night football averages 24.1 million viewers according to nielsen data. ceo of a videohe streaming company. tim o'reilly of o'reilly media. tim,

but yahoo! you know, certainly the case is still left to explore where they will fit. >> colin, it was big news when amazon took over walmart in terms of market cap. now it's got a 41% lead on walmart's market cap. i just wonder at some point is there a point at which amazon does not deserve that premium? >> i think we can justify the premium not only because of where amazon sits in retail. there's still 20% the size of walmart. which tells you there's a massive precedent for ongoing growth in retail. even an enterprise technology with web services. this is a $300 million marketing opportunity for amazon. that's certainly part of the depreciation for amazon. then you have media, certainly other markets that are still left for disruption. we still like the stock on a longtime basis. >> would you buy amazon? >> yeah, we like owning a basket of these stocks. facebook, google and amazon in particular. the core and underlying trends are still very positive. and despite the quarterly volatility, we th

yahoo! misses arngs estimate and now some say the ceo marissa mayer has only two options left. >> wall street's worry. companies have just started reporting their results, but already one big concern emerging. >> the race to get ready for the flu season. why it's a six-month mad dash to get the vaccine made. a look how it's done in the second part of our series tonight on "nightly business report" for tuesday, october 20th. good evening, everyone. welcome, thanks for joining us from yahoo! to boo who. the pressure is building on yahoo!'s ceo marissa mayer. the company reported earnings and revenue after the bell missing wall street estimates. another not so the hot quarter for a ceo trying to earn the company around. it earned 1r5 cents a share, a penny below expectations. revenue also missing forecasts but at least was above year ago levels. as for the stock, it traded initially lower after the report and as josh lipton reports, ceo marissa mayer may have only two options left. >> her stock

reporter: yahoo!ted third-quarter results that were disappointing for those expecting great things. results of the weak.ess work w -= worst quarterly growth since 2009. to $.15 aalso down share. all eyes are on the spinoff of alibaba assets. there are possible tax implications which are huge. alibaba gave a great game to yahoo! in its investment. is still sticking to its guns it will spin it off before the end of the calendar year, meaning shareholders will get a little chunk when the spinoff happens. the remaining assets appear to be in trouble. revenue is shrugging despite billions of dollars in acquisition. earnings are not terribly strong. you see the company striking an interesting deal with google where they will send a search traffic to google. will show up on yahoo! mobile and desktop sites. in some ways, it is a capitulation of yahoo!'s ability to own that business. they can get out of this deal but anrtain caveats, interesting development where yahoo! is turning over a lot of research to its

but could yahoo be the one who gets sacked?, my god, the quarterback is toast. >> julia boorstin with a special report. >> plus missed the rally in microsoft. well there is another 90s tech darling that is showing signs it may be on the verge of a serious breakout as well and we'll tell you what that is later in the hour. >>> and welcome back to "fast money." this weekend will mark a huge milestone for the nfl and yahoo, because the tech giant is going to stream the game between the buffalo bills and the jacksonville jaguars. julia boorstin is in l.a. with the details. >> hi, simon. this is the first time an nfl game has been live streamed for free as the primary means of distribution. so the latest in a slew of nfl deals with snap chat, twitter, you tube and plus the nfl is offering more live games on nfl mobile from verizon and more content on the app nfl now. and the most of the nfl rights are tied up through 2020 and 2021. the league is doing to do more digital deals. >> we're in reach business. we're in the aggregation of

if there is none, the yahoo!rtually free because the alibaba asset will have such value after the spinoff. that is the big question. will the spinoff happen and can they give us any more clarity about the implications for the people who will own that part of the spinoff? if there are no taxes, yahoo! is a steel. if there are, yahoo! may be overpriced right now. understanding that is really the whole thing as far as investors go. discussion, the actual future of yahoo! as a stand-alone business. smith was on making that point. he was saying it is a real value and it is worth buying. >> my stock went up after the early ipo and alibaba has come back down and yahoo! moves to some degree in line with alibaba . as it relates to the expectations for the spinoff, where the stub trades today, which is yahoo!, less a portion of alibaba, it is really not reflecting any value. is it pretty much reflects the worst-case scenario in terms of full -- full taxation. we think it is a terrific opportunity right now. >> a little opt

to develop an officer has left yahoo!or a position at square, running the business financing unit for the ceo jack dorsey called square capital. this weeks after chief marketing officer left the company. but it could be one of the , biggest blows to her turnaround plans so far. our head of global tech coverage brad stone broke the story. , it seems like this is one after the other. they were like the top two people. brad: jackie was managing the spinoff of the alibaba assets. really nothing more important or , strategic for yahoo! or its investors. this is $24 billion of value inside yahoo!. which itself is only valued at slightly over $39 in market capital. she is kind of managing this process. it is probably close to done. of course, there are some tax questions. but if you are an investor, you , are very confident when jackie reses is at the helm. emily: who is left? brad: there is a team there, but each departure brings another mountain of bad publicity. there is this question, and she has never managed to outrun it,

yahoo!, we'll get the take on steve jobs the movie and of course the company apple and we'll take you to fifth avenue in new york. the new flagship store on fifth avenue. in less than 30 minutes. the crowds are there. when "squawk alley" continues. the only way to get better is to challenge yourself, and that's what we're doing at xfinity. we are challenging ourselves to improve every aspect of your experience. and this includes our commitment to being on time. every time. that's why if we're ever late for an appointment, we'll credit your account $20. it's our promise to you. we're doing everything we can to give you the best experience possible. because we should fit into your life. not the other way around. >>> twitter is expected to report tomorrow after the bell as jack dorsey of course returns to the helm as permanent ceo. the departure of ceo ali rogani last year stirred up some controversy. he joins us this morning from one market. it's great to see you again. good morning. >> good m

business schools of america study not yahoo!t study a semiconductor industry, they will discover what to do about brands in one year, five years or 10 years. that is playing out right now with ferrari. we are fortunate to have tommaso in our studio. i want to go to the corner of 57th street and 5th avenue where others have tried to manage becoming bigger and exclusive. how is ferrari not going to destroy the brand? >> there is a plan to boost sales by 25% in the next five years. that is just because there is a long waiting list. for sergio marchionne, that is a way to boost revenue -- tom: are they going to bring the price of the car down so vonnie can afford one. tommaso: no. from at least $200,000. tom: i can get in a ferrari for $242,000. why don't i see more in the streets? tommaso: they want to keep the exclusivity. vonnie:on the streets of manhattan, they would stall out. ipo'ss environment where are being delayed, why do we see ferrari have so much success, it is priced at the high end of the range? tommaso: every investo

nothing more important or strategic for yahoo! or its investors.his is $24 billion of value inside yahoo!. she is kind of managing this process. done.probably close to of course, there are some tax questions. if you are an investor, you were very confident when jackie reese is at the helm. left? who is brad: there are -- there is a team there, but each departure brings another mountain of bad publicity. there is this question, and she has never managed to out run it, what is yahoo! minus the alibaba assets? she has steered in the direction of search. it is a media play? they have fired -- they have hired folks. -- hired folks like katie couric. is it an advertising play? emily: how big of a win is it for jack dorsey of square? he is now running to companies. brad: she is going to go on to square capital. by some estimates, the fastest-growing part of square. there is always some uncertainty about his ability to run both companies. emily: thank you so much. to michael mauritz, one of the stars of venture capital and chairman of sequoia capital. duri

the fact that yahoo was the first to do this. so i think yahoo get this is intangible value by doing this and having it go pretty well. whether they do it again, we'll see. the fact that the numbers are pretty good here, i think it is a positive. but i think they get extra brownie points for buying the rights and trying it out and making it work. >> we'll see how much they spend next time if they do it again. thanks, julia. >>> you are the football guy. >> i think there are two important things here. yes, the internet component is huge. that is a great number. but you have to look at the ads. they sold out the ads. they also cut the price of the ads literally in half to be able to reach to where they did. so you are asking julia about how much did they get back out of this. i think this is for the future, not for the now. but in the now, this was successful and yet it wasn't. because they had to cut those ads to be able to sell out the ads. >> to clear the market. will they pay $20 million again. >> i think they would. i think th

yahoo! says the alley bob a spinoff of its stake my not happen until january. it had targeted the end of the year. investors had wanted more clarity and wanted that spinoff to happen sooner. le sinceop for chipot april. they cannot with earnings and saw a negative reaction in the shares. profit came in short of estimates even though sales were up 12%. the company said higher labor costs and marketing expenses cut into their operating margin which shrank by 50 basis points. you can see the growth has moderated to a sharp degreec hipotle was such a rapid growth stock at one point that the more piling in but investors have less of a reason to own it now. 33 companies in the s&p 500 are reporting today which is the most so far this season. give us some winners. julie: one of them is in biotech. into the thick of reporting season for the biotech companies, experts say we would see the stocks bounce back and move past concerns. put upsis not of usually nearly 2% after the earnings per share blew a

so it's not surprising that yahoo isçó looking back toward s glory days.en as this almost transformational opportunity. her first day on the job she was literally greeted with hope posters obama-style with her face on them. >> sreenivasan: you can go nowhere but down. >> it's tough. ask the president. i think they felt she and only she could deliver a transformative product. their own version of some sort of jobsian fantasy brought the life that would transform the company. you know what? very, very hard to do that. indeed, mayer had this three-year air cover in which all by baba was going to go public. she had three years the operate and roll out some hot product. it hasn't happened. in january the all by baba spin-off occurs and then yahoo is on its own. it earns about $1 billion a quarter. that's about what it hit. there are certainly many companies that would love that kind of revenue, but not in the valley. >> sreenivasan: she emphasized trying to make yahoo much more mobile friendly. the world has proved to those platforms and is not as laptop or pc

despite concerns raised by reports that yahoo! to cut ad prices from $200,000 per 30-second spot to $100,000, the ads did sell out. and sources tell me that's roughly in line with the regular sunday games, tv ad pricing. >> now all the sports leagues will be closely watching sunday's game to see if day 2 should deliver their valuable games to consumers first via digital. working against the game is 9:30 a.m. eastern which means few folks on the west coast will be watching and the bills and the jags aren't exactly having their best season. for "nightly business report" i'm julia boorstin in los angeles. >>> the appliance giant whirlpool announce better than expected earnings and that is where we begin tonight's market focus. the alliance maker saw its profit rise this past quarter but lowered its full-year guidance slightly. the trouble spots, latin america, demand there, and the strong dollar, which makes u.s. products more expensive overseas. shares of the company down almost 9% on that word to 145.90. and vf corp., owner of popu

emily: i am guessing you do not think yahoo!, hp can they be fixed?eter: i would argue that hp and yahoo! are not really technology companies at all. they were technology companies, you know, in the 1970's and 1980's with hp. in the 1990's with yahoo! these were technology company, they are bets against technology. emily: even though they are not technology companies, can yahoo! and hp be fixed? peter: there are things we can do to streamline them. it is probably a mistake for them to radically try to reinvent themselves and become technology companies once again. emily: you mention marissa mayer, what do you think her chances are of turning things around? peter: i think she is by far the best ceo yahoo! has had in a decade. she should not be evaluated on whether she invents something new. that is setting her up for failure. the existing businesses are big, if you can improve those and make those work, that is fantastic. emily: other than what you have written in this book, what are some things that you believe that very few people agree with you on?

it's not yahoo!e thought mobile would hurt them -- stephanie: ipo day, the achilles heel, what are they going to do with mobile? it's now a shining star. grissom meyer has been in the job four years. mayer has been in the job four years. david: she may have a challenge finding relevance. >> doesn't someone come in and buy them? do they get taken private? david: why doesn't softbank by them?-- buy bae market cap without aliba -- >> verizon just bought aol. uy yahoo!?b stephanie: thank you so much. only a bloomberg can you get experts like this to break it down. what are you doing in san francisco? erik: when the sun comes up today, i will be sitting down with the ceo of wells fargo, the best run bank in the nation, talking live. stephanie: he is running a victory lap. people took them as the plain-vanilla guy. he is now in the cool club. emily chang in austin, texas. we will stay with you. ferrari'sour rate -- u.s. ipo off to the races. ♪ stephanie: welcome back to "bloomberg ." check --wo major d

yahoo declining for comment for this story. back to you. >> josh, thank you very much. >>> so the question is will yahoo continue to bleed talent as marissa meyers' turn around plans continue to struggle. scott kessler joins us now. scott, you just downgraded that stock to buy from strong buy. why? >> well, bill, when you think about yahoo, there's no question that we see a lot of value there. we're still recommending the stock as a buy, we have a 12-month target price of $38, but the stock has risen 15% since the end of last month, which is just three weeks hence, and the s&p 500 is up just 5%. we're heading into earnings as josh indicated and frankly we don't feel so good about the executive departures and the potential tax implications associated with the alibaba spinoff. we see value, but we see risk. that translates to a buy for snus scott, this particular far tour i'm glad you brought up alibaba might have bearing on that. i guess as executive having a lot to do with handling that spinoff. does that say anything to you ab

emily: yahoo! is trying to be a consumer-only company. michael: i think yahoo! will find its way. the deal they announced with google can make a huge difference. emily: another example of partnering with a competitor. michael: i don't think microsoft will be as good of a partner as google will. for stoppingyou by. earnings, pandora has had a sour note with investors. the largest internet radio service lost $.40 a share. pandora says revenue rose 30%. slightly less than what wall street was expecting. they are trimming fourth-quarter revenue projections. shares were down about 20%. google's first quarter is all smiles for the companies new ceo. emily: now to google. to $15.1 billion during the third quarter. profit up to almost $4 billion. this is the first and last alphabet report before breaking out. the biggest surprise of all, they are issuing a major buyback. the exact value of the buyback is somewhere over $5 billion which mirrors the square root of 26, a play on the 26th letters on the alphabet -- i will not try to read it on air. here with us is the former ceo you know of g

yahoo!, amazon, and microsoft. they're all reporting this week. will good numbers push the market higher? joining us is tim ang and sandy lincoln, chief market strategist. thank you very much for your time. tim, what are you expecting from tech this season? >> well, tech is going to be very much of a market that's divided, mandy. in short, techoverall is supposed to be coming in at about a 0.2% earnings rise, but you have to differentiate between the different sectors. it's going to be difference between storage and capacity, which is going to look a little bit better. the hardware is going to look much better, but i think it's also going to be one that's very much event driven. look at the announcement this morning, microsemi making a bid for sierra pmc. you sue taw the surprise with michael dell making a bid for emc. storage is attractive, vis-a-vis some of the semis and some of the other sectors. >> you make an excellent point, that you really do have to look at the subsectors. you can't

what is yahoo!?idental question hovering over the committee. -- existential. up beingets likely end scooped up by verizon or at&t. betty: thank you so much, brad stone in san francisco for us. let's stay on yahoo! for a moment longer. my next guest doesn't hold back when it comes to critiquing yahoo! and marissa mayer's performance as a ceo. deemed theway company's board to be a lesson in poor governance. he declared that yahoo! should be euthanized and that marissa mayer is the most overpaid ceo in history. galloway gallo it -- joins us now. you like her? scott: i don't know her. i'm sure she is a wonderful person -- i just think the company is a soap opera that has gone on too long. most a great asset, the trafficked website in the world, someone should be able to monetize that. digital marketing in the last four years to $160 billion, marissa has been able to explode the company from $5 billion to $4.9 billion. if you take out alibaba, the marketplace is saying yahoo! has no enterprise value. it i

emily: yahoo! is trying to be a consumer-only company, right? michael: i think yahoo!ill find its way. the deal they announced with google could make a huge difference in their business. emily: another example of partnering with a competitor. michael: i don't think microsoft good ofed out to be as a partner for them as google will. emily: thank you for stopping by. staying with earnings, pandora has hit a sour note with investors. the largest internet radio service lost $.40 a share. analysts had been expecting pandora to post a profit. pandora says revenue rose 30%. slightly less than what wall street was expecting. the company also trimming fourth-quarter revenue projections. shares of pandora feeling the heat in after-hours, down about 20%. coming up, google's first quarter, or should i say out of it, all smiles for the company's new ceo. ♪ ♪ emily: now to google. another beat, revenue up 15% to $15.1 billion during the third quarter. profit up 41% to almost $4 billion. this is the first and last alphabet report before breaking out its core business. the biggest sur

none of them applications, none of them from yahoo. think probably she should have cut a long time ago. i don't think she wanted to. she had promised to do that in the board meetings when she was being hired. probably making it smaller, making it leaner, cutting out fat. instead she went for a very aggressive i'm going to buy up a bunch of really ino vaifsh companies and hope we create an ino vaifsh product. it's not a bad strategy. it just didn't work here as it needed to. >> stocks certainly had a nice run when on the alibaba list. >> yes. thank you, china. thank you, china. great -- good, you know -- good for alibaba, but that's not yahoo. >> exactly. >> cara, great weekend. thanks again. >> thanks a lot. >>> meanwhile, the markets are trading at a pretty narrow range today. the dow down by just about one point. s&p and the nasdaq are pretty close to the flat line despite the fact that we are on track for a fifth straight week of gains for all major averages. that's the first time this has happened all we're. october, the best month

it means google will help power yahoo!' s search engine while providing it with ads. yahoo! will get a percentage of revenue from ads with paying google for word and image search results. yahoo! already has a similar deal with microsoft' s bing. it does still needs final approval from the sec. asian stocks mixed this morning ahead of a european center bank policy meeting later this week. stock futures are higher this morning following tuesday' s losses. the dow falling 13 points to 17,217. randy: entrepreneurs getting their big break. it' s like "shark tank," but in boston. sam adams founder jim koch is behind the idea, searching for the next big thing. dozens of small business startups go before a panel of industry experts, and have two minutes to sell their idea. >> today, this is the cleanest and healthiest product in the mayonnaise category. >> we want to keep people from and luckily survived. randy: aveyo, an avocado mayonnaise, was the winner. now goes to the finals in nyc. a check of the stories trending on the eyeopener now. emily: new york city is preparing for one

yahoo!oes up when alibaba goes up. mixed results in from dupont, ford and u.p.s. the cfos of u.p.s. will be up later in the show to give us more insight. >>> pfizer, merck, bristol-myers all beating consensus and boosting full-year guidance. take a closer look at pfizer. those were particularly good numbers. let's start off with alibaba, up sharply in premarket. posting better than third quarter results. revenue up 32%. strong growth across the board, particularly in mobile. yahoo! owns stake in alibaba, it will be putting that in a separate company, hence it goes up, almost as much as alibaba because its core business is worth virtually nothing. it will be interesting, when the stake is sold or put into the new company and you see what yahoo! is worth. >> i know. >> including even yahoo! japan. >> it may be worth more to someone else than them if they fail to monetize what they got. whether it's tumblr, what they did this sunday, which people are mixed about. the nfl. >> right. >> what they

why yahoo!'eo is struggling to convince investors she can turn the company around. ♪ ♪ take a look at yahoo! shares, they fell in the extended session after they missed earning's estimates. the company also up with his largest quarterly sales report since 2009. >> a trio of your earnings -- earnings in yahoo! is front and center. its biggest quarterly sales drop since 2009. give a fourth-quarter forecast that missed, and then raised questions about the turnaround effort. is in her fourth year without a big revenue boost. 16 centsversus the that estimates were looking for. for signs that yahoo! is making a turnaround, strategists say this isn't it. that we canbelieve achieve a competitive search dynamic that will provide a better experience for our users and will improve our monetization. su: yahoo! has been struggling to fend off rivals like google and facebook. meanwhile, harley davidson the motorcycle maker had its third-quarter profits miss estimates, it now will cut to jobs after that. is uns

take a look yahoo for me.libaba, and they've got a chunk, besides that, what has yahoo going for them going into the future. >> yahoo has been testing out a lot of new products whether it's original content or new news outlets with the real focus on tech and other different verticals. i think that what you're seeing is, you know, a restructuring of some of the team because these trials aren't turning out the way they wanted. the streaming, television, the new shows that they've done weren't as big of a hit as they had once anticipated they would be. you're seeing marissa make some changes at her leadership level to reflect this and perhaps try new projects. stuart: i don't know about you, you're the tech expert but i think of yahoo as old tech. that sounds crazy because it's only what? 25, maybe less than that. is it old tech? it is, isn't it? >> it does feel like older tech and one of the things that came out this week was that snapchat, which is removed by millennial, removed yahoo as one of the folks that c

i'm long for yahoo. i think you can own it into these numbers. >> 386. >> household formation is leading indicator of housing starts. kb, i'm still long. >> karen. >> weight watchers look at the menu, but don't buy or sell. it could be zero or go to a short squeeze. who knows. >> gee? >> a lot of fun tonight. >> har har. >> bio gen on wednesday. biib gets you done. >> see you back here tomorrow at 5:00 for more anywhere "mad money" with jim cramer starts right now. >>> my mission is simple. to make you money. i'm here to level the market for all investors. there's always a bull market somewhere. i'm here to help you start it. "mad money" starts now. >>> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to educate you and teach you. but to teach you. call me at 1-800-743-cnbc. orb tweet me @jim cramer. you can always tell when you're in earnings season. it's when people shoot

yahoo! is new to this game.t, but their law firm says we still think it will be tax-free said go ahead. there are two scenarios. under a positive tax scenario, the company is worth $45 billion. under a less positive tax worthio, the company is $43 billion. paul: that is the second issue we will talk about. can you ever stop growing the top line of this company echo you are in an industry that is growing 15% a year. yahoo! will have another quarter with negative growth on the top line. there is no sign that marissa mayer and your team can reignite growth. bob: changes the only constant, and unless you are changing with the competition, you're probably backing up. guy: how long before the team gets frustrated? effectively they are working for a tracking stock. the rest of the business is not doing that great. they are alibaba tracking stock right now. is that where you want to be if you are one of the smartest kids in the valley? paul: yesterday another senior executive left yahoo! there is a long list of executiv

we're not seeing it move the needle for yahoo. i just don't know what she's going to tell investors at this point short of some kind of restructuring or difference in the structure that's going to make a difference. >> i think it's too much about marissa. it's an unsolvable and undoable type problem. it wasn't like she could do injoe vegas or intervention on a schedule. she can't come in and say i'm going to invent a game-changing project. she had to invent snap chat. the -- she tried. it's impossible. it's not all her fault. >> that was the whole theory behind march is wra myer. that's why everybody was so happy with her coming in charge. she had this dna, and shifts going to change things, and now to tell people, oh, well, you know, it's too much for one person, she can't do it. what about all those magazine covers? what about the "vogue" spread? >> it's too much for one person. she tried. she did a good job with alibaba and got that done, and ultimately expecting her to invent something on a tight time schedule is too much for