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  • CNBC's Jon Fortt and Microsoft CEO Satya Nadella talk about the cost of building out Microsoft's cloud computing business, including providing services in China.

  • Sean Mcgowan, Needham & Company, discusses the toy maker's quarterly beat, competition with Mattel and the outlook on holiday sales.

  • Charles Rotblut, American Association of Individual Investors, reveals the results on an AAII survey which shows positive investment sentiment rose slightly. Most of our members take a long-term outlook, says Rotblut.

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