Turning to political strife in the ukraine. Cyber reports driven by mobile and holiday data continues to trickle in. An upgrade in acquisition and reports in china mobile all amounting to a rise in apple shares. And shipments expected to fall by double digits this year, the most severe contraction on record. And some food for thought as news from yum brands and krispy disappoint. Comscore says shoppers have already spent about 20 billion online this year, up 3 . Ibm also saying some pretty eye popping figures saying both mobile traffic and mobile sales came in at more than 40 higher from a year ago. The data just continues to add up regarding the strn of mobien mobile, jim. I reiterate this is an apple Holiday Season. Dont want to get too focused on apple. Thats the metaphor. Seems like people want to buy phones and buy tablets. The pc numbers are dreadful. On the Hewlett PackardConference Call, they know they got to ramp up tablet. They know it but theyre more focused on the commercial side where they think they can see an opening in the enterprise as opposed to the consumer. These mobile numbers go to everybody we talk about when it comes to such as a facebook or google to transfer successfully to that ecosystem. 37. 7 of all online was mobile, people are using their smartphones and tablets to buy smartphones and tablets. And applebys will have a tablet on every restaurant. These are restaurants that get it. Its the way that people people relate its very strange. When you go to a restaurant now, they want tablets for the waiters. It is if you do not have your reservation system on a tablet, im aware of this because these are things im involved in personally, again youre a loser. Im trying to get the tablet at the inn. Are you really . Yes, i am. Moving to mobile at the inn. Now if wed just get some customers what do you want to have a tablet at the inn for . Do you know how hard it is to be cool at my age . Were getting there. Both of us are understanding lack of coolness. Shares of apple are up in the premarket. Ubs upgrading from buy to neutral, raising the target from 540 to 650. And saying he sees earnings upside for the country and the company is buying topsy, the price tag over 2 hoon milli00 now china mobile is taking orders for iphones. The rap against apple has about no social, not enough china. Theyre answering it. Tim cook is not necessarily playing in the Financial Engineering world, icahn. Though theyre going to review that strategically come early next year. But this is one of these just listen, samsung, were gunning for you, were going to take you and this is just a time when apple is reasserting itself. I think the ubs upgrade is right, the stock is incredibly cheap, youre seeing an aversion away from expensive tech stocks and into the leader. Its constitutional names. Stocks up, too. Youre not going to have that big tax loss fear. A lot of people saying i can find inexpensive tech, i dont need to go into the cloud. Although apple is saying this is about ibm being wrong and apple being right. There has been an expectation of a china mobile deal. Yes. Unbeknownst to most people who hold the stock. That being said, 740 million china mobile subscribers, there is a fairly large audience they could conceivably be addressing to try to buy smartphones. Do you remember the Conference Call that was the open rebellion against tim cook . It was withone of these things e i thought it was 1948 where stillwell had just lost china and now hes making a move. He did not lose china. Well see. That fortune story has a lot of people talking about whether china mobile makes a big move in this direction, having not carried their phones till now. Maybe samsung dont hear a lot about samsung having a revolutionary new phone. No, although theyve got a lot of new patents, theyre going to do the curve thing or fold thing. Maybe they have one you can leave in the washing machine. There is going to be a new product cycle with apple. Dont look at me. I would even extend it to ups. I think ups is going to have a good Holiday Season because of apple. It happened two years ago. Did it . Yes. And ups is being very positive. Sometimes ups has the negative mindset and theyre not being negative. Whats good for apple isnt necessarily good for pcs. Personal computer shipments expected to fall nearly 10 , a bigger drop than previously thought and it would be the largest yearly contraction on record. Theyre expected to decline another 3. 8 next year as computing done on mobile devices continues to grow. Again, this is not something unexpected, it is simply about the amplitude of the declines i think is what were talking about. Weve spoken to meg whitman, Hewlett Packards ceo, about this very fact many times when she has joined us on the show after each quarter. And they managed to step the decline in pcs of the personal Systems Group perhaps better than was anticipated, particularly on the commercial side. Consumer revenues still were down i believe it was 10 if it before they were saying bankruptcy. That stock is a buy. The Younger Generation esound li i sound like im talking to my kids. Youths. They like tablets. When you go and visit schools, its tablets. You go to college, its tablet. Very interesting discussion on squawk about cutting the cord. Everyones watching on tablet. Youre really left behind if youre not tablet. Here whats whitman had to say last week when she did join us about potential sales of personal computers. We think the better opportunity is in the commercial pc business. We had a good quarter in our commercial business. People in Companies Still need to do work with work station, desktops or hybrids. Weep also see an opportunity in tablets in the Commercial Area as well. Which is an area theyre going to focus on, seeing, again, as she said an opportunity. Commercially you still need a pc. We still got them all sitting here in front of us. I dont see a tablet here, i see a lot of pcs. The emerging markets are limiting that step. When i looked at that quarter and you go over it with a fine tooth, theyre doing so many things right with printers now. I think Hewlett Packard is going substantially higher. How would dell be doing now if it were a Public Company. How about the share take in that quarter . That was one of the big headlines . The share take was remarkable. It was a great quarter. Were getting data out of shopper track, putting the black weekend, as they put it, into review. Brick and Mortar Retail sales up 1 but shopper retail traffic down 4 . It makes sense when you talk about people going online. People arent crazy about the malls anymore. We had a scene on this morning, some people call him maurice puerto rico the steve mill are band, they had a good quarter. Why . Because that price point that makes it so that theyre inexpensive. But you got to have some sort sort of really standout gimmick or we goline. Im online every minute buying stuff. And not to make light of it, theres security concerns, reports of how theyre triering to integrate security measures without putting shoppers at some unease. Thats adding to the fact. Et cetera etsi. You want Small Business i have used them all of my cuff links are bought on etzi but my kids. Its not just buying the mass brands. That interview was so instructive. It says youre pooling all these Little People working at their homes and they are online. Its just a very powerful concept. Can you say what et cy . Small businesses, small mom and pop manufacturers, like a coon in some ways and it distributes it is through one Central Online function. My daughter worked at a small threeman shop that made pillows had a huge etzi season last year. Im pointing this out because its not just big business, Small Business, the interest on it, its fun, the sales are fun, go in and it is an adventure. People love adventures when they shop, david. Yes, they do. I think thats the lesson of the day. Thats what i hear. You always share wisdom with me and im deeply in debt. Coming up, when it comes to food, seeing their share of red this year. And wellin veil mccormick and companys favor forecast. Well see if the market can rally but europe looks to be a little dicey. Twins. I didnt see them coming. I have obligations. Cute obligations, but obligations. I need to rethink the core of my portfolio. What i really need is sleep. Introducing the ishares core, Building Blocks for the heart of your portfolio. Find out why 9 out of 10 large professional investors choose ishares for their etfs. Ishares by blackrock. Call 1800ishares for a prospectus which includes investment objectives, risks, charges and expenses. Read and consider it carefully before investing. Risk includes possible loss of principal. In a we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Shares of yum brand lower in the premarket. Sales of taco bell and kfc reporting short sales. Meantime krispy kreme shares tumbling on a quarterly revenue miss, 15 Earnings Guidance below consensus, hurt by weakness in its internation business. Seems like krispy kreme cannot move more than oh, my. The first iteration was about cannibalization. This was a confusing Conference Call. Om t im trying to parse it. It shouldnt be that hard. You dont need to go to m. I. T. To figure out samestore sales. There was a deceleration. The yum numbers, theyre saying there will be a rebound. Theyve had such a big run. Novak came on mad money and say were not out of the woods but things are better. This is more of a reiteration of what theyve been saying but the stock has just been a rocket from 67 to 77. Theres a little profit taking. I wouldnt take it too seriously, unless theres a new incident. I had this guy from zoetis on last night. Theyre after every infection of foods, chicken, pork. And they are a spinoff of pfizer. Were you favorably impressed . I was blown away frankly. This morning theres talk about consolidation that could go on in that industry. What i loved about zoetis, theres no third party payer. And they have a drug on the market for itchy dogs. You know when your dog get it itchy, you have to put that lamp shade on their head. Get rid of that thing. They walk around like theyre drunk. Ive heard of Health Insurance for puts but its not common. People just pay. The emerging markets when they started getting middle class, they bought pets. 65 of zoetis, though. Theres a big pig diarrhea problem. Well, there goes my breakfast. Thanks. The big mafioso in italy was fed to the pigs. I could call it the big swine upset stomach problem. I didnt realize pigs had anything but diarrhea. You have ever been in a pig sty . I have been in a pig sty. Did you see the teaser pigs before the pigs get into action. If were going to talk about diadi diarrhe diarrhea, i want to be all in. Its a remarkable thing. Alibaba founder jack mah had a 15minute closed door meeting. Things apparently went pretty well. The Prime Minister tweeted this photo along with the message jack ma took a selfie of us together, which i promised to share. The real estate is just the rest of the country hasnt had it. Theyre in a jam in that country because that economy is too strong. I know it sounds strange. The housing boom is the echos what we had in this country. Hes just over there to get alibaba to feature some British Companies because its such a vital platform for sales. Yes. But mark carney has that under control. You love carney. Hes the greatest central hes the central casting central banker. Whats, a new movie coming out about wall street, if they need a central banker, go for him. Okay. Been a tough start to december but cramer is going to get us back on track. His mad dash is next as we come up to the opening bell. Look at futures, implied open down about 61. Youre watching squawk on the street. Connecting to the global phenomenon we call the internet of everything. Its going to be amazing. And exciting. And maybe, most remarkably, not that far away. Were going to wake the world up. And watch, with eyes wide, as it gets to work. Cisco. Tomorrow starts here. announcer scottrade knows our and invest their own way. With scottrades smart text, i can quickly understand my charts, and spend more time trading. Their quick trade bar lets my account follow me online so i can react in realtime. Plus, my local scottrade office is there to help. Because they know i dont trade like everybody. I trade like me. Im with scottrade. announcer ranked highest in Investor Satisfaction with selfdirected services by j. D. Power and associates. I like to move it, move it i like to move it, move it all right, we got seven minutes till the opening. Time for mad dash on this tuesday. Mongolease. This is the check its up point 7 billion. This is a company under fire by nelson phelps. He think there is should be a deal with pepsico. I think these are the luck just guys in the world. That was some binding arbitration by starbucks. It was a very big award. At least theyre returning it to shareholders. Buy something buy something . They shrunk to grow. Theyre getting crushed by pepsico. Where . Lays. All over the world. Lays is doing well. Something else thats going to do well, tesla. Holy cow. Morgan stanley says tesla has moved to 20 overvalued to 20 undervalued in just two months germany said they looked into the fire issue. No, there is no fire issue. A lot of people feel the National Transportation safety board is going to say the same thing. Tesla could be back, david. Off its highs but still off 193 this year. Solar city, tesla, the three big printers, especially voxel jet, they are not bound by the four walls of the abstract canvas. Those abstract paintings go for a lot of money. You love that damian hearse. Youll take it all day long. I had a printer rothko. What do i know . Im not about modern art. What i am about is that opening bell and its coming up. More squawk on the street after this. [ male announcer ] heres a question for you. If every u. S. Home replaced one light bulb with a compact fluorescent bulb, the energy saved could light how many homes . 1 million . 2 million . 3 million . The answer is. 3 million homes. By 2030, investments in Energy Efficiency could help americans save 300 billion each year. Take the energy quiz. Energy lives here. Who found a magic seashell. It told him what was happening on the Trading Floor in real time. The shell brought him great fame. But then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their Trading Platform. [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a. Shell. Get live squawks right in your Trading Platform with think or swim from td ameritrade. Youre watching cnbc squawk on the street live from the Financial Capital of the world. The opening bell in about 90 seconds on a packed day, this upgrade of apple, tesla making some news, we got auto sales coming in. Chrysler has already crushed it, 16 in november. Gees, the money. The consumer is spending in places you dont think. Maybe were looking at the wrong the numbers seem to be so skewed down by the walmarts and targets. Its not the way to think of things. Maybe we ought to go beyond. We have to think about whats happening at game stop, at the auto showroom. Ford uses an incredibly sophisticated sales force. Com. Sony selling 2. 1 Million Units rear tolwere told. Youve got to include these things. These are discretionary items you dont need that being bought like mad. We havent discussed what the ism told us yesterday. It did renew some taper fears. I wonder if thats what were looking at again this morning. Interest rates if youre a bull, you want them to stabilize here. Theres a lot of chatter about china being strong and people forgot about it instantly when we turned yesterday. Theres the opening bell. The p top of your screen. Down here at the big board this morning, cst brands and deckers outdoors celebrating ielts 40th anniversary at the nasdaq. Its good right now. Phil lebeau. Reporter sales increasing 7. 2 , which was better than the edmonds estimate, which was 3 . 770,000 vehicles, a 2 decline compared to the First Quarter of last year. Not enough that is going to get people worried but noteworthy. And when you talk about auto sales, you mentioned chrysler crushing it. Black friday is where well hear huge Sales Numbers from all of the automakers, chrysler reporting sales up 16 , much better than out on the street. I want a piece of that one maybe, going public. What, chrysler . Yeah. They see the industry run rate at 16. 3. Remember we were talking about would we ever get above 16 . Remember the cost of an auto to make it down dramatically. Particularly if youre making them in mexico and shipping by union pacific. And on chrysler, i dont know if youve seen the dodge ads with will farrell on my right is my new dodge t durango. On my left is one horse power. Look at you, youre worth it. There you have it, 360 times better than a horse. Staring contest. Go i win. You cant say its not inventive. If that man doesnt make you laugh, no matter what. Its a great campaign. Great campaign. Other things to keep our eye on, this amazon tax news happened yesterday, its all over the front pages today and people talking about whether states are now open to start taxing it, as any other retailer, is showrooming over . Amazon said over and over theres been no impact. Amazon is just so teflon. It is incredible. I trust them when they