i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> the dow's best performer in february. trying to lock in the best monthly gain in nearly a year for apple. joining us now is the number one apple analyst on the street, tony sacconaghi. welcome back. >> glad to be here. >> how should shareholders feel today as this meeting gets under way? >> obviously the stock has done well year to date. i think typically shareholder meetings are much more of an issue when the companies have been underperforming and that certainly hasn't been the case with apple. so i expect the meeting to be relatively straightforward. larg

i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> the trump administration still reportedly split on that proposed border adjustment tax. and doubts growing over support now in the senate. elon is in wag with more on the border tax. where does it stand right now, ylan? >> sara, i have been counting out the number of lawmakers with opposition to border adjustment and the list is getting pretty long. look here. 15 in the senate. 14 in the house. 29 all together. it looks like the push for retailers is having an impact. in arkansas senator john boazman says he has questions on the impact on the dollar and anot

i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> obviously, the stock market rallied significantly since president trump took office, actually, the election and then when he took office. is that a report card? >> absolutely. it's a market to market business. >> treasury secretary saying that you can thank president trump for this record stock rally, so, is the president really in the driver's seat of the market? we've our chief investment officer and michael, president and manager of portfolio funds. interesting, on the flip side, will he take the blame if stocks turn down? that aside, i argued for a gop r

i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> president trump specifically called out lockheed martin over the cost of the f-35 jet. the company says it's working hard to continue to cut the price. but there's a reason this is the most expensive weapons programs on earth. morgan brennan takes us inside a rare look at the facility where the f-35 is made. morgan? >> reporter: hey, brian, that's right. not only is this a rare look but i would note the fifrs time there's ever been a live broadcast inside this f-35 facility. so, with more than 200 jets now in operation in the expensive development phase like

i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> welcome back to "power lunch." retail is a big winner right now with the xrt higher for the fourth day in five. walmart reported better than expected earnings. the stock having its best day since may. courtney reagan has more on walmart's big quarter. courtney? >> this was really our first chance to know despite what's felt like a very negative overhang on retail, the world's largest retailer had a strong holiday season. the comp sales were 1.8%. the best performance in 4 1/2 years on strong traffic and what walmart calls broad base categories. u.s. e-commer

i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ ♪ >>> facebook co-founder and ceo mark zuckerberg posting a near-6,000-word open letter on his facebook page last night. among the topics, building community, fake news, globalization versus polarization. for more, we're joined by "the new york times" tech reporter mike isaac and recode executive editor kara swisher here at post 9. both of them talked to the facebook ceo about this essay. mike, i'll start with you. so, i was trying to sort of parse out a theme from all of this, and the closest thing i could get is the humans are letting us down in terms of bei

tomorrow - today at esd.ny.gov i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> consumer products giant unilever rebuffing an initial $143 billion takeover bid from smaller company kraft heinz in what would be one of the largest deals ever. kraft says it will continue to work toward an agreement, which would create a consumer food and products powerhouse. david's been reporting on some of the deal terms here. obviously very interesting the idea of merging a food company, which itself was born out of a merger back in 2015. with a consumer products and household products company like unilever, which includes axe and dollar sh

esnds hy. e i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ ♪ >>> it's time for cramer and stop trading. >> look, the president can meet with all the retail heads that he wants to, but the customers haven't met with the retailers. j.p. morgan's matthew strikes again slashes numbers very big on nordstrom, slashing them on jps. and most important macy's, remember macy's supposed to be taken over, but as the fundamentals go down does the price for macy's go down? i have to tell you the boss piece is chilling about the mall. you just don't have the traffic you used to. >> yeah. i'm looking at, you know, jim, we just got s

i'm ricardo, a sales and service consultant here at the xfinity store in bellevue, washington. here at the store, we offer internet, tv, phone, customer service, home security. every situation is a little different. it could be about billing, simple questions like changing the phone number. sometimes, they want to upgrade, downgrade, but at the end of the day, you want to take care of the customer. one of the great things about comcast, there's always room to move up. of course, it depends on you, how hard you work. ♪ >>> welcome back to "power lunch." banks up big as financials press higher. not seen since september 2008. lot of play for financials this week, including fed chair januarietjanet yellin. mike, great to have you with us. it feels like more of an advance that the banking sector has seen, batons passed. each incremental development, possible deregulation of the banking sector has been the next baton. at this point, what does the resignation of dan turullo mean for the sector? >> we had a love/hate relationship with turullo and dodd/frank. it's been a positive and

at expedia headquarters in bellevue, washington, 11:00 a.m. on wall street, and "squawk alley" is live. good morning. welcome to "squawk alley." no tape this morning, but jon fortt, sara eisen and myself here at post 9. market, as sara just said, record highs across the board. dow up 75, awfully close to session highs. we're about an hour away from the president's first face-to-face meeting with japan prime minister shinzo abe at the white house, as the administration deals with the fallout from last night's appeals court decision over that immigration order. a new phone call between the president and the president of china. our eamon javers covering all of this outside the white house today. hey, eamon. >> reporter: good morning, carl. they are ready to go here at the white house. as you can see behind me, the honor guard, all five branches of the u.s. military in position here to welcome the japanese prime minister, who we're expecting to drive down this driveway here at the white house in just a few moments. the prime minister was at the u.

at expedia headquarters in bellevue, washington, 11:00 a.m. on wall street, and "squawk alley" is live. good morning. welcome to "squawk alley." no tape this morning, but jon fortt, sara eisen and myself here at post 9. market, as sara just said, record highs across the board. dow up 75, awfully close to session highs. we're about an hour away from the president's first face-to-face meeting with japan prime minister shinzo abe at the white house, as the administration deals with the fallout from last night's appeals court decision over that immigration order. a new phone call between the president and the president of china. our eamon javers covering all of this outside the white house today. hey, eamon. >> reporter: good morning, carl. they are ready to go here at the white house.