Microsoft, and googles Parent Company alphabet reporting after the the bell, and henry, microsoft is out with 5 of reclaiming the december 99 highs, and the value that intel wishes. Yes, the stock was in the tank for a decade, but a new ceo reinvigorated everything, and the Cloud Business is growing, and it is clear that they can make the transition with some of the products and maybe not all of them, but the question is how fast can they grow from here. And we were asking if the honeymoon period could extend itself with the new ceo, and the same with google . Well, everybody wants to know about how much growth is left in the core business a and this is a tremendously huge business, and a huge percentage of the advertising dollars are disappearing into it, and it is going to slow into the low rate, and the question is what replaces it, and youtube is a big opportunity, and growing rapidly, and the tv money could flow in there, but other than that, basically, dont blow too much money on the little bets on the side. And that question was a nice slider that you threw at him, and you went ruth porin at the end, and he went, whoa and now, the reason that it is 5 of the 9 hi9 high is becaf the valuation. And we were talked and it weeks ago, and ta did nhey did not be that the cloud story would be the story that the investors have, and that is why the quarter is not going to be interest interesting for microsoft, and given what intel told us yesterday about the state of the pc saying that essentially, we wont invest in the low end, and even very much into the low end of the pc range, and the growth is at the high end, and we will migrate down, and what happens to microsoft, and have they diversified their portfolio through the Windows Server and the sea change happening right now in the market . Yes, as microsoft moves to the cloud, some of the applications will be working well across the platform, the smartphones, and et cetera, and that is not as dependent on the pced, but there is money in windows, but not sure of the future of that. And are you impressed with the earn gts earnings or the bar set so low . Well, everybody is so good at managing the expectations down, and then the beating the expectations, and the business is just declining at a shocking rate, and yet you look it, and beat expectations, and everybody is happy. The Silver Lining on qualcomm is chinas expectations, because the lt in china is continuing to drive the business for them, tan smartphones are driven, and the premium tier ist not what you would hope, and that is in contrast to what intel said about the pc business, and so it is not a one size fits all in china in the tech. And now, the new piece in vanity fair says that Silicon Valley created donald trump, and they say that his rise would not have been so great without social media, and now they want to stop it. It is interesting setup, and nick, what do you think of that . That is a ludicrous, ludicrous assertion, and what created trump is the huge inequality of the people in the country, and people are frustrated with the e kconomy. And we need to pay people more and instead of focusing on the bottom line, and the shareholders and that, and that is what created trump. He uses social media very well, but he would have used the traditional media very well, and it is not the fact that he has the ability to tweet here creates it, but one thing that nick does say and is a profound observation is that Silicon Valley does not appreciate what these platforms can and will be used for, and including the heinous stuff that is posted on the youtube, and twitter is used for and facebook is more controlled because it has real names, but even more so. And while you are talking, viacom and dish have renewed the carriage pact in a multi year deal, and some viacom deals will be carried via sling tv, and as soon as we get the details on that, we will bring them to you. Finally, Time Magazine releasing the influential list. Mark zuckerberg, and a cover, and other tech names making the list, tim cook, and san ddar picci, and i thought it was light, but more on politicians and entertainers. Yes, it is wone to talk abou for so long, because we talk about the facebook, but if you take a step back and you think about these young parents, entrepreneurs and the multi billionaires who have decided to use the wealth, and convert it early into influence. And what type of influence they decide to have on the global stage, and health care, and influencing education is going to have enormous implications. So great to see it celebrated. Remember, when they announced it, it was going to be skepticism and forprofit companies, and donation, and all of the quibbling about it, and it is celebrated for what it is, and it is in part a burgeoning new movement where we are talking about stakeholders in the economy rather than just shareholders, and now, always talking about it in the sales forc force, we have to serve more than the shareholder, and Great Companies do it, and it is w wonderful the see Mark Zuckerberg and the wife saying, yes, to the economy and the future. And it seems that the spotlight was taken slightly off tof the politicians, and the central bankers which previously got the higher spots in the Time Magazine 100, and the Christine Lagarde did get a cover, but is there a difference in the way that we are focussing in the u. S. . Well, there is a gradual recove recovery, and the Central Banks not doing so much, and it is nice to focus on the real econo economy, and the real products, and Christine Lagarde is a surprise, and most americans probably have no idea who she is. That is probably true, but with certainly do. And looking for granularity on this, david faber is joining us from post 9 to tell us what he knows. Yes, obviously earlier on the squawk on the street we said to expect a deal, and we got it. A long term carriage agreement in some doubts, and concerning the shareholders of viacom no doubt give n the volatility tha we saw earlier in the week with the stock. But people familiar with the deal tell me that it is maybe as long as five, and call it between four and five, but closer to five, and includes the carriage on the sling tv, the streaming service that dish has introduced over the last years to have different bundles of programs so that viacoms channel channels, nickelodeon, and b. E. T. And other channels will be included in those bundles, and also important milestone for viac viacom, because there is concern that it would not be able to carry the day here with a man who is known as the extraordinarily difficult can knee goschiator charlesergan the ceo of dish, and he is willing to watch the channels go dark, and replace them, and some Strong Language from him in the last year, and we call it over the conference calls, but yesterday, a conciliatory deal, and he could not help himself, and went into some of the details off why he does not believe that those networks are not nearly as strong as they once were, but viacom, directv, and charter and so they have done some big deals behind the company, and now they need people to watch those networks in question, and develop more of the digital franchises they need, but it is an important milestone for them no doubt about it. And no doubt, henry, peel are go ing people will be dragged into it kicking and screaming. And the observation is the key, you have to get the people watching the channels. Do you have sense of whether it is a good deal for viacom . Well, this is important for the people who follow the company, it is going to allow them to say that they will have midsingle digit affiliate fee increases. So that the guidance is going to be continue to be for the midsingle digit affiliate fee increases. So if this were the other way, they could not offer guidance in the midsingle digit increases, and so they are not sharing the economic terms specifically, but i think it is fair to say that there are some increases in it, and these things include so many parts and moving parts including sling carriage as well. It is difficult to figure out who is getting the better deal. And what does it say about the future of networks and how long do you expect it to continue . You talk to the people in the cable industry, and nobody thinks it is going to be lasting forever, and we have to cash it in, and last for five years, which is good, but might have been better. Yes, might have been, but the underlying question, how many people are going to be subscribing to the bundle or turning off the video feed and only going broadband and therefore going over the top . I mean, all of the agreements are based on the subscriber numbers which keep coming down, but not sharply, so that is the big question. Are they going to be signing up the deals . It aper peers they r and those who thought that the bounce of p power is moving more firmly towards the distributors in a way, and you have to wonder if the content is still not king as the former chairman and the still largest shareholder said a few years ago. And viacom reacting to the news that they were locked in the news, and reaching the pact, you would any that the distributor would have more leverage in the situation. There was a lot of belief, kayla, that dish was going to i mean, they have been fighting a war of words here for a long time. And charliergan started to talk about the deal in 2014, and questioning the validity of those networks, and they have have done nothing to dissuade it as they have seen the ratings come down, and in this case viacom got what it wanted and it got key distribution with the key partner, and have midsingle digit after fid yat increases, and so we are content, and we can say it is victory for the content guys. Put it that way. Rt. Henry, great to see you here. Meanwhile, the markets are mixed right now, and the dow is being dragged down by verizon, and travelers is knocking 35 points off of there and of course, they are reporting earnings this morning, and the s p 500 is making up some lost ground and close to the flatline, but the nasdaq is positive by 12 points. United continental shares are falling after down beaten earnings, taand the stock is do 9 , and American Express is rallying afterf that companyt beat expectations, and also beat on the revenue cardholder spendings, and the big news, carl is that they were able to the reaffirm the guidance this year, and next year, and the stock is up currently 1 . And when we come back, in pennsylvania, the primaries that could go on settling the democratic and the other nominations. A hillary supporter is going to join us live. And Martin Scorcese and Robert De Niro is reuniting for the showing of taxi driver and jane fonda, the cofound over the festival is going to join us. And we will talk to one company owho is bringing Virtual Reality to one Major League Baseball park. Join us. You shouldnt have to go far to get the help youre looking for. Thats why at xfinity were opening up more stores closer to you. Where you can use all of our latest products and technology. And find out how to get the most out of your service. So when you get home, all you have to do is enjoy it. Were doing everything we can to give you the best experience possible. Because we should fit into your life. Not the other way around. Check out the shares of apple moving lower this morning, and now officially back in the bear market territory, and the stock is currently at 106. 32 and up slight areally for the year, and the company has delayed the earnings untul tuesday the 26th so the executives can attend the memorial for the long term board member joe campbell. Meanwhile, donald trump is sitting down for a town hall this morning on the today show, and he says that he is a better candidate for women than the frontrunner Hillary Clinton. There is nobody who respects women more than i do. And there is nobody who will take care of Womens Health issues better than i will, and hillary does not do it, and she does not have the strength or the energy and she will not be able to do it. And as we look ahead to next weeks pennsylvania primary, and joining us from washington is senator bob casey a democrat backing Hillary Clinton. And we have seen the polls, and trump and Hillary Clinton are both in the lead, but pennsylvania has been a left leaning swing state and how close do you believe it is going to be sh well, it is hard to be certain, but i believe that hillary has a Strong Foundation in pennsylvania by way of the work and the campaigning there this year and 2008, and president clintons record in office helps as well. But a lot of the people in our state have seen what the nation has seen which is someone who is basically concerned about basic concern concerns and issues and bayic specific plans of how the raise the incomes and get more people in the middleclass to knock down the barriers of having women succeed into the middleclass and equal pay for equal work, and other strategies that hillary has set forth in her campaign. There is a lot of attention, senator, shift iing towards the gop side, and an extremely complicated delegate system where pretty much it is anyones guess, and regardless of who wins the primary, and how many of those delegates will vote come convention tomb. How do you expect that to play out . Well, it is complicated and because it is a republican proce process, im not sure i am qualified to try to interpret it. But we will see, and look, it appears to me when you look at the republican side that donald trump has a lot of support in pennsylvania, but im very confident that in a general election matchup in pennsylvania, secretary clinton versus donald trump, and i believe she would win, but it has to be of course predicated on a lot of hard work that we do to get a good win on tuesday in the primary and then to prepare for between the time period tuesday al of the way to election day in november, and she has a very strong base in pennsylvania. I think that she could get the votes of some in a general election some conservative democrats that at lot of the democrats have not gotten in many, many years. Senator, pennsylvania in my recollection tends to bring out the main street economic issues, and some blue collar economic issues, and looking at the polling, Bernie Sanders has risen in midnovember to the mid40s with a populist economic message and what is the takeaway for Hillary Clinton if she secures the democratic nomination to allow her to do better with that main street economic message than she has done in the primary season . Well, because she has a very strong economic message about raising incomes, and i believe and she believes that it is the Central Economic challenge of our time. And we have had, as you know, by some studies, a 40year wage growth number of 9 when it was 91 for the 25 years after world war ii, and whatever numbers you are pointing to, the wages over time, and over decades have not risen, and that is creating a lot economic security, and she has spoken to that specific plan, but when you get to the general election, it is no longer a debate within the Democratic Party of how the raise the wage, but it is a choice of Hillary Clinton and the republican no, maam fee, and when that is engaged and the issue is engaged, she is going to be doing well in pennsylvania. Finally, senator, and listen ing to trump pivot to the genera general, and he is going to be making career politicians the liability for his own to suggest they are not good in the country, and do you want to see bill clinton on the stage or not . Well, sure. I want to speak from the Vantage Point of pennsylvania, president clinton not only a strong rec d record, but it is a record that people in pennsylvania understand. When you leave office after eight years, and you have a record like he had of a net job gain of Something Like 23 million jobs in addition to a lot of other things that i think that he has a strong record for pennsylvania, and that is why when a lot of people evaluate the race a lot of people who are paying close attention to the ideas are to knock down the barriers that prevent people from getting into the middleclass, and hillary is going to campaign on it, and specific ideas, and the website, and 30 separate and major issues there, and one of the principle issues is to get people into the middleclass and getting the advanced manufacturing as a focal point, and in pennsylvania, we need more than that, and more of the workforce than in manufacturing, and we need to get the candidate up, and she is going to be able to lead us in that direction. And a cell of five states elections in juan day next tuesday. Thank you, senator casey. And now, looking at the diesel owners, and there is a deal . Yes, it is between volkswagen and regulators with the california Resource Board and the epa of how to resolve the issue of almost 600,000 diesel vehicles not in compliance with the emission standards and we know a court in San Francisco says that substantial compensation is going to be part of the deal, and the consumers will have the choice of having their cars bought back or modified so that they do come into compliance with the emission standards, and exactly what that compensation is remains to be seen, but we know ofushlly what we report we know officially what we have reported is that volkswagen has reached a deal to resolve this issue with nearly 600,000 diesel vehicles. Important news for those owners. And tonight, Martin Scorcese and Robert De Niro reunited for the 409 anniversary of taxi driver. That story coming up. 409 annive driver. That story coming up. 9409 anniv driver. That story coming up. 409 annive driver. That story coming up. 0409 anni driver. That story coming up. 409 annive driver. That story coming up. T409 anniv driver. That story coming up. H409 anniv driver. That story coming up. Anniversa driver. Th