As futures softened, but higher at this hour. Home builder, Toll Brothers, reported profits doubled last year. Hot prices continuing. A breach larger than target according to the security analyst of the possible hack at home depot. Investigating unusual activity. Apple reels from anger, samsung unveils new products in an event beginning right now in new york city. Rising on hopes of easing tensions in russia and ukraine, but they back away from the announcement that, in fact, a cease fire was reesed. According to the reports, president putin and the ukrainian president are, quote, close to a solution in the conflict and an accord could be reached by friday. Of course, this is taking place as the president has made his way to the baltics, essentially telling putin to watch his step. Right. Whats that mean for the markets . You got the news, and everybody went crazy. You thought, well, thats request Interest Rates went higher yesterday. Maybe the bonds or gold knew something. Again, every time you say the guys are talking, they embarrass the heck out of you. Incredible yesterday. We could be in kiev two weeks in russia from putin, something stalin said in 1943. I find myself thinking dont go too crazy here. They keep pulling the rug from out underneath you. Europe is saying that its for re. Its for real until friday. I just think, look, its obvious this changes the complexion. This trades off ukraine, but they seem to be reigning in what was good immediately. Talking about the buy biforgaited market. Delta is down. Why . They dont have the revenue they had a presentation this morning, stichlt estimated pres. Why . Events in russia, middle east, and africa. Mh 17. This is what i fear. Which is the beginning of the guide down season. Because of russia. This has to end. Its just beginning. Right. How much of that, though, is guiding down russia into europe where theres just nothing good, it seems, economically going on, interesting story today in the times about how you cant bring rates lower there. Right. How do you get banks to lend, taking lower rates for money to be held in central banks. Isnt that the problem . Thats right. Thats code for europe because that is not like deltas nigh g i flying a lot of flights over there, but things have slowed. Slowed if you have europe. Spirit air will not say these things. Right. They are not flying to prague. No. They may put you in the bin. Probably another prague in a country. They are not flying to new berlin in pennsylvania. Hopefully no one reclines the seat in front of you. I mean, that was something. That was another great story. Airlines. Yes. Well, right now theres debate whether seats should go back or not or whether you pay for the privilege or paid for not giving up the privilege. Right. Do you buy delta thinking that, well, this reverses itself because ukraine is maybe talking to putin . Thats the way things are going to do. I shouldnt sell because i was waiting for delta to come down, and now i have to buy. Hast hard for me. Go to situations where you dont think every minute whether putins talking or not. We got housing news today. We did, in fact, Toll Brothers reporting profits more than double its third quarter, ahead of wall streets estimates. Revenues above consensus, up 53 . The home builder said it sold more homes at higher prices. That is the way its supposed to work when things are going well. We have not come back to housing that often lately except not long ago wondering whether it was sort of not doing particularly well. Commentary is very, very upsetting, which is bob toll, again, i love bob, not just an eagle fan, but Consumer Confidence and rising prices and limited personal Income Growth cut back housing. Now, whats interesting is that hes been able hes got Pricing Power. Most Home Builders do not have Pricing Power so he is this company is an aberration as nip w anyone who tried to buy on brooklyn looking at the east river knowings they are out of control prices and sold out. Thats a particular neighborhood that has become an incredible repository for wealth now suddenly. And great food. Drawing people to the neighborhood. Toll is an aberration. Skewed to the luxury end. Average selling price is 732,000. And they are 2 million places in brooklyn. Toll brothers does not do speck homes. They are not stuck with inventory. They are the aberration. I thought the statement is exactly why you dont have a good house. Pending homes up three in july. Mortgage apps ticking, refi ticks up. Thats true. Its hard to get a mortgage. Margins were telling. They were so good. Housing, you know, some are making a lot of money, but they are selective. What we want to see is now housing formation. We dont talk about that enough. Thats demographic, and, yes, immigration, immigration would help, but everything seemed to be tabled. Everything. Yeah, everything. Dont want to be negative because of what you said and rates are down, but i just expected to see much bigger housing start numbers, and its very well difficult to get so many things okay, if housing, punches well above the weight, thank you, john stump, for letting me use that line, ceo of wells fargo. Used that for a year lately and felt guilty, oh, good guying, credit someone. Punches above the weight, and i dont like that. Sticking close to housing, home depot assuring customers in the wake of a possible data breach. The company says its working with the banking partners and Law Enforcement on unusual activity and will notify customers immediately if a breach, in fact, has occurred. Obviously, we dont know what the time line is on this. Experts say it could be larger than target because it might span a longer period of time. Im a believer if the stock is down big, buy it, even because if we look at target, you know, target did spend time in the wilderness, but they have a new ceo. Yeah. Canada, and a lot of things hit target. Not to mention, of course, underlying followiable were no. Daifds, you did work on hacking, and this one, i dont want to sugar coat it. Its early to know at this point. Unfortunately, and im not saying that home depot is going to fall into this, but theres a reluctance on the companies to share a great deal of information. Maybe thats changed as a result of the target breach, but so its difficult to understand fully at least early. Now, this was originally reported by a security you know, and a lot of people follow that at this point. This is going to continue at a rapid pace, it would seem, where were going to see this. One wonders whether the debate about increasing security of the credit card wratratchets up so changes are made in the industry sooner they than want, but as for the stock price, take it off the table, but as a consumer matter, certainly, breaches are only going to continue and perhaps gain in size. I totally agree. Thats why palo alto is red hot. Fire eye, not as favorable, because palo alto is uniquely oriented to banks, and banks are the target, okay . Within the con fifines of home depot, youre going through a bank, you check peoples accounts, getting their information. I check my on every monday, i do a total down load of every account down to the penny because i think they are trying to steal 23 from me. Whats the number you wouldnt know in i used to have 28 in the atm. Do you do this yourself reading in between charts or at dollar tree . Okay, yes, i do employ to check. Every single one . Every single one . Yes, i have anning t account mexico, i have a bba these are big banks, thats like saying you have bank of america. Just the last few months and weeks, target, jpmorgan, apple, home depot, where does it end . Come in here every day, and its some just checking passwords, doing i changed my password this morning, even harder. I mean, more inscrutable. Everyone should who is watching the show. Its just, you know, funny ones, but i just think everybody has to be aware that your password, just change it, make it tougher this morning until we get to identifiers that are much more difficult to crack. Good advise. Seven months of removing product from the shelves, cvs ended tobacco sale and changing the name from cvs care mark to cvs health. Well have a live interview later this hour on squawk on the street, a lot to talk about. He never talks. This is the one that, you know, this is the one thats not hurt by the generic price cut, but saying they are too expensive, and really is at the forefront of trying to figure out if you get rid of tobacco, there for a health concern, and get more pharmacy business management. It is a big thats the benefit play. It is i cant believe hes on the show. Probably the most important ceo in america right now. Certainly, a lot to talk about, which we will. Yes. People want to know, though, how you cannot be short with end of today knowing they will forfeit 2 billion in sales. Most telegraphed earnings decline ive ever seen, and it was like they had been saying over and over again, and theyve always basically risking the number, and i think the people in america applaud. Where are they going to roll out an antiwalgreeps in if they inverted . Zblep yo how to answer the question, but if you see a competitive advantage in some way and waving the flag againstier key competitor who is inverted, which did not happen, you might take that. A big guess. I never see him. I never see him. I wanted to talk to him, hes been just on fire. Thats later on. Also, samsung with a big event looking to beat apple to the punch launching products today. The latest coming up, u. S. Rider cup tom watson added three more players to the squaurd to take on the europeans later this morning. A lot more squawk on the street continues in a moment. Dont go away. In new york state, were changing the way we do business, with startup ny. Weve created tax free zones throughout the state. And startup ny companies will be investing hundreds of millions of dollars in jobs and infrastructure. Thanks to startup ny, businesses can operate tax free for 10 years. No property tax. No business tax. And no sales tax. Which means more growth for your business, and more jobs. Its not just business as usual. See how new york can help your business grow, at startup. Ny. Gov Samsung Holding an event in new york city, berlin, and beijing today. The berlin event started, but there is a delay at the new york event. New products said to include a new jumbo sized smart phone and Virtual Reality hand set to rival the rift. Samsung looking to jump on apple, obviously, holding a big event tuesday. Reports say that we might get three separate devices today. Well see what they have in mind. They need to play catchup. Theres people all over the place apple is starting to bug the heck out of me. Request to sell, the other guy says, great. Stop trading apple. Own apple. Its an up believable stock, sells at 16 times earnings. I dont do wish apples thunder not been stolen, but enough trade apple. Sell at 700, buy back at 710 . Well, thats hows that work for you . More interesting question might be well, the time, at some point to buy samsung. This is a name heard from hedge fund guys, love the cash flow yes Free Cash Flow yieldings strong, and does nothing but go county over the last year. Well generated cash too, by the way. . True. When apple we want in, when is apple going into china . They have big time. Th that blunted asian sales. The bigger screen is important in china. In china allowing marketers to do more with advertising, obviously. So true. I mean, you go to a yelp, you want a bigger screen. You mentioned the specific call today, andy targeting 100 says unless theres overwhelming profit opportunities unveiled next week, take profits now. Theres opportunities for brokers who tell you to trade now. There you go. Thats where the trade is. Start buy brokerage stocks because they tell you to buy apple so much. In and out, in and out, i mean, really. Absolutely right. Why not just own it . Is it a bad idea . Its a good idea. Sure many people have just owned it. Well, good. Theres a small group of people probably. Telling you to trade apple . Not up on jeffreys. Interesting numbers today. Was it . Yeah, his dad was aaccountant for 25 years, slept in a cot this looking over the return when i had no money. It was not a difficult return. When you didnt have a lady checking youring th accounts we. Its good because the volume. You never know. 23 could be 230, just a decimal point. Thank you. Do you think the icloud, say it was not the icloud, do you think the controversy over the celebrity hack affects how tim cook positions the message next week . I think tim cook is adepth now at being able to fend off questions and making it clear that theres, in this case, just seems like there was more atwork than the icloud, and i thought hay had a clear statement. By the time that meeting, hes going to have some fbi guy who would tell you, listen, it was not you. It is my bet. I dont know that. I think that what hell address is the wallet, the wearable. Its the wallet, the wearable, and the wide. The wider screen. Its the three ws. Thank andy if you use that. Or the symbol for wolverine worldwide. Look at the g 3 numbers. Incredible. The man talks about anything. Starting to get headlines on samsung, the galaxy note 4 made a debut, 16 megapixel camera, and a wide angle self lens. The toys and bells and whistles are the story. Exciting, and we have to go immediately check with the provider to see who is getting subsidies and who is not and which ones cheaper and what will john ledger do . What would he do . Worry about that wild man, right . Maybe he pays you to have the samsung. Hes capable of anything. He is. Hes capable of crushing margins completely to gain share. Hell give that guy, who did he throwunderpar dan hessey. Didnt even say, hey, dan completely competing on price now. And then theres the story about vodafone. Dont read too much into it. Quoting a Company Executive saying, oh, yeah, we might want to never know. He sticks by insistence on multiple sources. Terrible, terrible. Horrible. I know. Youre one last toy on the note 4. Super fast charge. Thats going to be interesting to watch. Really . Super fast charge. That i want. I want super fast charge. No, im not kidding. I mean, arent you just i was down to 35 on fantasy football last night, and, oh, my, my lifeline is almost over, and them i realized you plug it in. Cramers mad dash and opening bell. One of the nations largest drugstore chains ends twak sales and changes name. Cvs caremark is now cvs health. Well talk to him after the break, and here a look at premarket after the break. But what if you could see more of what you wanted to know . With fidelitys new active trader pro investing platform, the information thats important to you is all in one place, so finding more insight is easier. Its your idea powered by active trader pro. Another way fidelity gives you a more powerful investing experience. Call our specialists today to get up and running. Well, we have five minutes before opening bell, time for a mad dash on this hump day. Lets go to the other white meat. This is important. Youll see the stock up. This is when they worked on it. This is when they had it. Im talking about the pig vaccine. Remember, 5 million pigs died, bacon up 10 , considered to be in the basket of the consumer. Think about it, cot tom came down, corn came down, soy is down, beef is down big because of putins ridiculous banning of beef helping the american consumer. Chicken is down. One point is pork. Zrgs oetiss vaccine causes it to plummet. Pork about to have a leg up, and this is the breakthrough waiting for. Weve been thinking zoetis had it, announced today, theres a conditional license for this epidemic diarrhea disease. Okay. Can they get it to the field quickly . I believe they can. Its a two dose inactivated vaccine licensed for healthy female pregnant pigs. Its going to happen. This is big. This is big. Its going to really distinguish janet yellen as nailing the top when she said inflations noisy, it will go down. What a call. Does she get credit . No, no. Shes not allowed to get credit. Im giving her credit. She nailed it. Said inflation was peaking, had it, and she deserves credit. She knows something. She knows something. Expert on by yo technology. What about the people who picked welker and just, putting that out there. Three and a half minutes, opening bell, more stocks to watch, stay with us, back on squawk on the street. Female narrator sleep train challenged its manufacturers sleep train challenged its manufacturers to offer even lower prices. But the mattress price wars ends sunday. Now its posturepedic versus beautyrest with big savings of up to 400 off. 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Making it. The new 2015 cadillac ats. Became big business overnight . Like, really big. Then expanded . Or their new product tanked . Or not . What if they embrace new technology instead . Imagine a companys future with the future of trading. Company profile. A Research Tool on thinkorswim. From td ameritrade. Youre watching squawk on the street live from the Financial Capital of the world, opening bell in 30 secs. Busy morning with the president in the baltics, conflicting reports about a wouldbe cease fire between eukraine and russi. Eurozone services a slight miss as data there continues to disapoint. So hard, and china, i dont like the copper figures, baltic freight is leveling off here. It is so in flux now that nip who says, look, the world is looking good. I think the worlds in flux. Thats the best way to put it. In flux right now. A real peace treaty, theres money flowing back. Well, people are hoping for that this morning. Good breath at the open, s p, big board, cvs health, and well talk to merlo, the companys ceo, in a minute, and well talk to tom watson in a little over an hour. Oh. Yes. Hopefully show the europeans what were made you have. Gm and ford release auto sales figures for august, and phil lebeau has that in august. Lets