Even the opening, putin, im not a big fan. Thats shocking, yeah. I am still into the notion of humanity. Put on a good show. The horses were really cool. You saw the market. We looked like we may open lower this morning. Take a look at tenyear. Do we have that . 2. 69, almost around 2. 7. Up a bit from earlier in the week, of course. But weve got unemployment number on friday. We ent went up. Europe, it is call it a mixed picture. Markets largely up. Asia was strong as well. And lets get to our road map here, back in the u. S. Of a. Futures, mixed after the indices turned in the best week of 2014, biggest gains thursday and friday since october. And anticahn over apple, Scott Stringer urging apple shareholders to vote against icahns Share Buyback proposal. Stringer will join us live here on the set later in the show. Mcdonalds reporting doesnt expect january sales for europe, asia, middle east, and africa, offsetting what was a sharp Monthly Sales decline in the United States. And yelp, you heard it here first, those shares are higher in the premarket on reporting its partnering with yahoo to beef up the search everyonngine results. Stocks in europe and asia trading largely higher today, helped by fridays jobs report, although it wasnt a strong report, as you know. Focus here on the u. S. Falling on the fed chair, Janet Yellens first testimony before congress on tuesday, many expect, of course, were not going to get any real change in the taper talk. Right. Were you surprised by the strength on friday . You know we added insight that this could happen. When we had a couple of retailers report really bad numbers and the stocks ran. Now i was thinking over the weekend how it all kind of began with coals, sounds strange, but coals reported a down 2 comp number, cut forecasts, and the stock went up a couple bucks and that was the beginning of a counterintuitive run you saw throughout friday. Gm reporting a number that looked on the surface of a disappointing stock, went down, rallied, big engine company, we had a belief things too negative. This morning, dicks reporting better than expected quarter. You could have got than under armour. Retail let us down and retail led us up. Escaped the hold of emerging market concerns for a bit, whether it be turkey, argentina . Were concerned about that but of course there was concern, perhaps it was well justified but it does seem to have abated a bit. We get the great second and third week. Turkey has problems, here what happens caused. The devaluation for turkeys not as devastating as it was in 1992, where it was hideous. Argentina, people starting to get the idea that people switch their economic policy, and it was a bad policy, became very venezuelan. If brazil were to go venezuelan, which there is no sign, that would be terrible. Mexicos doing quite well. Obviously things have slowed. You you get one country in one area and people think contagion and thats what happened with argentina and turkey. We havent had the contagion. Mexico, love the population numbers on the olympic opening ceremonies, 118 million people. Mexicoshood a remarkable resurgence in what i regard as being tourism. When i say tourism, it was down big because of issues with cartel activity. Thats changed. Hes doing something amazing, hes saying that theyre going to open up the oil work. Economy slowed, im not going to deny that, and the pesos not had a good run, as i know from my investing. Pesos not so hot. Lets move on to apple, the icahn saga continues. Now investors weighing in as well. Proxy Advisory Firm, not investors but the firms that advised them, iss recommends that shareholders vote against icahn buyback proposal for apple as new York City Comptroller stringer plans to vote other investors to vote against icahns plan. Mr. Stringer will be live with us later on to talk about it. Of course, as i say, its unfortunate that these Shareholder Advisory Services even have any power at all but they do, typically take an enormous amount of managements time when you get into proxy fights, the likes of which we may see in the not too distance future over time warner cable. I read the report last night. You know, they make some valid points. Icahn doesnt have a lot of momentum here in terms of support of a 50 billion worth of buyback by the end of the fiscal year. His ask came way down from 150 billion immediately to what is the proposal to 50 billion. But it does have the tendency to spotlight how much cash they have, what is it . A lot. Most of it overseas. Right. Which focuses you again on whether well ever get tax reform. But at this point, distributing much cash as theyre generating in the u. S. Did the big borrowing. The biggest distributor of cash in the country for ten billion in dividends and buybacks. 18 billion more to go to meet the 50 billion. I wrote that i felt it was terrific they had become aggressive, okay . Aggressive buyback, brought 14 billion down to the weakness. Icahn tweeted that he felt he agreed with me, i said are you going on scott wapners show . He said, no need to go on wapners show agree with you, jim, its aggressive. I dont think icahns a factor here. I think youre right. Hes riding alongic look a lot of other people, 3. 6 billion or more in stock, its not an insignificant position. No. Even when you have 20 billion percentage wise, its got to be one of his larger holdings, but hes probably waiting for a new product, like everybody else. Like everybody else. Very joyous about the idea that apple was opportunistic. We see too many buybacks, initial ones, cook said on the last conference call, up or down, well buy our stock. These not what icahn wants to hear. He wants to hear, down, 1 million 14 billion. 500 bid for 2 million, thats what he wants. In the end, also understands trading. Did appear they were doing a 500ed by for 2 million, and then they get drilled, okay, another 500 bid for 2 million, they get drilled and people say, wait a second. They can go to 501 bid. This how its done by the pros. I think apple took control of this and was powerful in the marketplace. Apple, lets assume cat the focus on cash is no were going to always talk about it. Right. What is the next thing that conceivably moves . The growth is onethird of what googles is. You need growth. Multiple is ten. You need social. Look, mark has taught us a great da deal salesforce. Com. You need social and connectivity. Apple needs to make an acquisition that boosts social and connectivity. One of things theyre applauded for not doing value destroyi destroying m a transactions. Snapchat. We have seen acquirer stocks rewarded many times. By the way, monday, no deals. Isnt that something . Yeah. There was asome my conductor deal. There was, sorry. Its huge. I forget the name. Gigantic. I forgot the name. Im kidding. I can draw it up, if you want. The mane thing that happened this morning, you know and i know what it was. Its the key to the market. Yelp. Yelp making that deal with yahoo . I predicted at 70 last week going straight to 100. There were many cat callers, it went to 98. When you say somethings key to the market, i listen. And i have been listening since 1995. Distressing. Upsetting. You were a very young man back then. We were. You look the same. You had the same david fabers hair. That david fabers hair is a smart twitter. Very good. I know. I enjoy those quips as well. Havent figure out. Cramers shirt. What can i tell you . I work out. Because i eat a lot of mexican food. Mcdonalds . Eat a lot of that . Reporting better than expected numbers. Gloek global sales offset dechine in u. S. Sales rose 1. 2 , above analysts estimates. Colleagues at cnbc asia caught up with mcdonalds ceo don thompson at a store opening in vietnam. Whether that be vietnam, malaysia, singapore, south korea, china, we are investing in these markets for the long term. We dont expect to just see a tremendous return on that investment year one or year two or three even in some cases. But we do expect well build a fundamental awareness of the brand, a base of customers that are loyal to the brand, and satisfy those needs and continue to build our business into the future. Vietnam may be one thing, but in u. S. Comps down 3. 3 . Estimates down 1. 7. Im a big fan of don. This europe turn is very, very meaningful. Hes under a lot of what i regard as being the buck marshal problem, this that is chipotle problem, chipotle, where the movie opens very soon, this chipotle movie that takes a shot at 99 cent value meal. Chipotle will have a movie that talks about Natural Sourcing and all of those things and then buck marshal represents the other side of it, industrial i think. Industrial food information bureau. Sounds like something orwelli orwellian. One of the things, this is unbranded, new kind of messaging. Taking aim at the food chain and that is going to hurt mcdonalds. Can i point out to mcdonalds, stock is not down from that bad quarter. Thats because people have faith that don tompsons going to pull it out. I do, too. You do . Yes. Why . Why . Why . Yeah. Because, in the end, this is a place for people not wealthy to enjoy a meal. I dont take i stopped taking my kid theres years ago, i admit that im concerned about the food chain. But i do think when i saw the european numbers, i know hes moving to asia, im not going to give up the faith, if they have one good month in the country, the stocks at 103. I refuse to just say, to write them off, although i think this a turn in the country, in favor of natural, organic, and they are the socalled enemy of natural organic. Mcdonalds also making its mark over in sochi. Carl quintanilla joins us live. He has more on that. Good morning, carl. Interesting numbers out of mcdonalds. You know they are a global sponsor of the olympics. I can show you one picture today of the popup story they have here in sochi in the olympic media village. Jim david, 24 years ago this month, mcdonalds opened their first restaurant in russia on gorky street in moscow. They have 400 in the country, including some of the biggest volume restaurants in the world. As you were saying today, pretty resilient action in the european markets especially whats happened in the periphery. The u. S. A challenge, when you consider the share. They appear to have lost in the last year. Up to speed on the first as we kick off the first full week of olympic coverage on all Nbc Universal platforms and not a bad start for team usa. Not only won first gold in mens slopestyle but womens slopestyle. Jamie anderson, 23, won more slopestyle competitions than any other woman on the planet. Talked to her about the judges who appeared to be rewarding not just the extreme moves all of the extreme tricks, but also how well those tricks were executed, the grace, the style. We asked her how big of a factor that was. Watching so many talented riders and crazy tricks, seeing theyre all about the flow, like how it looks. In away, its like a dance, you know . It can look so beautiful and graceful and sometimes not. Incredible story, incredible athlete. Medal count, guys. Norway is in first place with seven medals, not bad for a country with 5 million people. Russia, canada, United States, tied for second with five. Netherlands with four, which, by the way, did not crack the top ten for all of vancouver. Tonight, great events, jim. Youve been all over the olympics. Youre more excited about this than anyone. Speedskating. And willomens alpine skiing, ja mancuso. Cnbc, 5 00. We have curling. Thats huge. Youll hear a lot about that. All day long. And finally, jim, because it is your birthday, and because we know you love the olympics, slopestyle gold medalist, Sage Kotsenburg, he wanted to send a message to you. Happy birthday, jim cramer. Have a good one. Keep it spice. Keep it spice. If you have not heard that yet, youre going to hear more of it. You are too much, carl. I was looking that the twitter picture with jamie anderson, so jealous. I think our coverage amazing. A moment in downhill i said i cannot believe how long theyre in the air. Sure enough, a picture of a football field and showed you how much part of the football field they covered. Thats the coverage and just it is riveting. I did watch almost every minute. Its riveting. People should be watching this. Thank you, carl. Fantastic. Cant agree more. I would add, every game, whether its the pollution in china, the infrastructure in london, the security in russia, every olympics has a vacuum of news in the beginning, and the media fills it with a story line, sometimes of their own making. But by day two or day three, its about the athletes and thats really where we are now. Its a good place to be. It is indeed. Norway, carl, im jealous of norway. All raises to be olympians, every person. Carl, do people say, darn old norway or do they celebrate norway over there . Its the one ter olympics. These guys, all they do is train for sports in the cold weather in the snow. True. Its huge for them. Great britain also, first medal ever on a snow sport in the slopestyle as well. A lot of great narratives going on. Well talk more about slopestyle and curling later in the show. All right. Curling. A shocker. The norwegians put out a good summer team also. I dont know how. Carl, well see you later in the show. First on cnbc interview with Vittorio Colao, the ceo of vodafone. Not going to want to miss that, coming up. About retirement. To you a 401 k is the most sound way to go. Lets talk asset allocation. Sure. You seem knowledgeable, professional. Would you trust me as your Financial Advisor . I would. I would indeed. Well, lets be clear here. Im actually a dj. [ dance music plays ] [laughs] no way i have no Financial Experience at all. That really is you . If theyre not a cfp pro, you just dont know. Find a certified Financial Planner professional whos thoroughly vetted at letsmakeaplan. Org. Cfp work with the highest standard. Instead of paying too much for an ipad, i got the surface 2. First of all, it comes with office and outlook. Then, with free skype calls to phones in over 60 countries, i can talk to my cousins any time. And then, i got 200 gigs of Cloud Storage free so i can get my photos and stuff almost anywhere. Others charge for that. Surface is such a great deal. I feel like i should tell somebody. Hey honestly i want to see you be brave we do . I took the trash out. I know. And thank you so much for that. I think we should get a Medicare Supplement insurance plan. Right now . [ male announcer ] whether youre new to medicare or not, you may know it only covers about 80 of your part b medical expenses. Its up to you to pay the difference. So think about an aarp Medicare Supplement insurance plan, insured by unitedhealthcare insurance company. Like all standardized Medicare Supplement insurance plans, they help cover some of what medicare doesnt pay and could really save you in outofpocket medical costs. Call now. With a Medicare Supplement plan, youll be able to stay with your doctor. Oh, you know, i love that guy. Mmhmm. [ male announcer ] these types of plans let you visit any doctor or hospital that accepts medicare patients. And there are no networks. You do your pushups today . Prepare to be amazed. [ male announcer ] dont wait. Call today to request your free decision guide and find the aarp Medicare Supplement plan to go the distance with you. Go long. Welcome back. Take a look at futures. Setting up with a lower open, of course, after what was the best twoday rally since october for the broader averages. And of course, s p moves up 2. 5 over the two days. We shall see what today and this week holds. Up next, its cramers mad dash as we count down toward the first opening bell of the week. Later, new York City ComptrollerScott Stringer will join us at post 9, why hes urging apple investors to vote against icahns buyback plan. More squawk on the street coming up after this. When i first started experiencing the pain, its, its hard to describe because you have a numbness. But yet you have the pain like thousands of needles sticking in your foot. It was progressively getting worse, and at that point i knew i had to do something. When i went back to my healthcare professional. Thats when she suggested the lyrica. Once i started taking the lyrica, the pain started subsiding. [ male announcer ] its known that diabetes damages nerves. Lyrica is fda approved to treat diabetic nerve pain. Lyrica is not for everyone. It may cause serious allergic reactions or suicidal thoughts or actions. Tell your doctor right away if you have these, new, or worsening depression, or unusual changes in mood or behavior. Or swelling, trouble breathing, rash, hives, blisters, changes in eyesight including blurry vision, muscle pain with fever, tired feeling, or skin sores from diabetes. Common side effects are dizziness, sleepiness, weight gain and swelling of hands, legs and feet. Dont drink alcohol while taking lyrica. Dont drive or use machinery until you know how lyrica affects you. Those who have had a drug or alcohol problem may be more likely to misuse lyrica. Ask your doctor about lyrica today. Its specific treatment for diabetic nerve pain. To hear more of terrys story, visit lyrica. Com. Because im happy clap along if you feel like happiness is the truth like that song. We figured to stay seated may be getting news on carl icahn. Yelp, key to the market last week, deal with yahoo up another 9 today. People understand that yelp is part of the whirl, i talk about this in get rich carefully, of i know im going to get keep repeating this, social mobile cloud, because yelp is a great way to interact yelp is a fantastic, customer provides all of the contend so its free live and die by yelp, look, i have a restaurant and inn. I check yelp every morning and every night as does anyone who has a small business, because yelp is make or break. This makes yahoo more relevant, you always want to know that. Jerome stoppleman is a genius. Hes the ceo of yelp and this tieup is great for yahoo . Yells going to 100. But its yahoo yahoo is thinking about how to do more social and mobile, and boy do they ever need it. Looking here, sorry, it does appear that carl icahn there is. Hes giving in here. Were disappointed, last night iss recommended against the proposal. We do not together altogether disagree with the assessment and the actions taken by the company to aggressively repurchase shares in the market, im going it read more, which is going