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  • Gene Munster, Piper Jaffray analyst, discusses Apple hitting an all-time high and says his price target is $135. He also discusses Amazon's surprise profit, and Google's big miss, as well.

  • Adam Parker, chief U.S. equity strategist, Morgan Stanley, discusses earning so far, and says they're about what he expected. He sees 6 percent earnings as a base case for the year.

  • CNBC's Jim Cramer explains why he is watching shares of Costco.