gary k. is exactly right. the joke on amazon for many years, hey, here es a company makes tens of billions of dollars but cannot turn a profit. melissa: right. >> those days seem to be over. like "a tale of two cities" here, tale of two companies, isn't it? walmart recently in their struggles. amazon now with their prosperity i think that is where everybody is going. amazon prime remains the best deal on planet. if you're not using it, you should be i think they will have a huge fourth quarter on top of this one. melissa: okay. hang on one second. we have more earnings coming out. david, go ahead. david: numbers are good for google as well and parent company alphabet. the stock is trading up $50 after-hours in trading. tell us what the numbers are. >> yeah, pretty impressive, david. estimate for eps on google, alphabet, the parent company, 7.21 a share. coming in at 7.35 adjusted. revenue coming in at 15.11 billion. the estimate was 14.94 billion. they say revenue up 13% year-over-year and the stock reacting t

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k kwa-- quarter, keith, you probably agree with this, and you know they're reporting earnings, this says to me they've got a bad quarter ahead of them. maria: they sure did. the stock is down this morning and the earnings were below expectations. >> you're going to see more of this. it's not just alcoa. last quarter 37% of companies in the s&p 500 showed accelerated revenue growth i'd expect 20-something. if you don't have revenue growth and earnings growth, you need to tell wall street i'm going to get by company back and do exactly what alcoa did and do a split. this is where the story telling and the narrative shift is different. you go back to the beginning of the year. earnings estimates for the s&p 500 were up 5 to 10% for the year and now it's down 4% at best and that's a huge problem. maria: it's largely the energy space. >> that's what the bulls would like to say. maria: that's the bullish argument? >> if you back out of energy abc is happy? that's not true. you look at industrial and they have the same decline as the actual earnings growth expectations and revenue. dagen:

joining me is jim stricker, of m and k holdings. we have some new chairs that are a little twisty. jim, thank you so much for joining me. of course it is the busiest week this earnings season, and i know you are looking particularly to the lodging companies. what are your expectations? jim: the two favorite names of chris agnew short-term and longer-term our hilton and marriott, specifically focused on marriott here. it looks like rev par, revenue per available room is up almost 60% in the quarter that scale. the economy segments are what benefited. that fits right with marriott's mixed exposure. we like marriott. it does not move a 10 on earnings. this is not an earnings trade per se but we do want to take advantage of the implied volatility on marriott ahead of its report. julie: what would the trade be? jim: what we want to do is go out to november. obviously that embeds earnings. you want to sell a 70 straight put. you go to january and by 80 and a half strike call. you are taken advantage by almost implied -- 10 implied volatility points spread between the two. with that, the