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  • FMHR trader Pete Najarian thinks Cisco is really focused on cloud, and the stock is headed higher. Stephanie Link is concerned about the company's revenues.

  • Discussing whether today's market looks likes it did during the "dot-com bubble," with John Cassidy, author of "Dot.Con: The Greatest Story Ever Sold," and Roger Lowenstein, author of "Origins of The Crash: The Great Bubble and its Undoing." Cassidy says the Trulia-Zillow deal looks like a "dot com type deal."

  • CNBC's John Harwood provides insight to good news from the Social Security and Medicare Trustee Report.