did dip below $40 per barrel on west texas intermediate, we saw that move happen for some of the big energy names. that is certainly a part of the market to focus on as well. numont mining is one of the bigger names out there. you look at yamana and some of the other goal miners. they're also doing well. the gold miner etf also performing well in today's session. as we watch, we're going to focus, guys, kayla, kelly, john, on interest rate sectors. also what's happening with gold prices and gold miners, and those opec headlines and that big oil trade today. some of the stocks will be a huge focus. you know, apple, one of the big strong guys today. it's not necessarily an nyse related stock that we talk about all that often, but it is still a dow member even though it's not perhaps traded here, so that's something to watch. back to you. >> thank you so much, dominik, on the floor of the stock exchange. technology as a sector has gone positive for the week, and we have a lot of news to get to this morning. joining us now is jessica lessen, founder and editor in chief at the information and cnbc contributor. good friday to you. >> great to see you, kayla. >> first up, activist investor starboard renewing its push for yahoo to spin off that alibaba stake instead of pushing the company to sell its core business at what it calls the highest price possible. wrau hue shares started yesterday morning on that news. it's up today. jessica, the board meeting concludes today. the board still backing ceo marissa meyer. what do you expect the outcome will be? >> there's a lot we don't know, but we know that that there are a ton of suitors for yahoo's core business. we're not sure there is a lot of interest there. a lot of it is coming from, frankly, the banker who's finally want a deal. i think whether they pause the spin, which we also hear might be possible, and the sale of the core business, i think the important thing to remember is who wants yahoo right now. if they get better then people say there is some growth there. maybe it's worth something. >> i think momentum could change the ralculus. you've also got to look at maybe pieces of yahoo looking at different properties. you know, a lot of that has been stripped down, so i'm not sure how you can do that. the ad tech business is a piece that i think there's a lot of value to unlock it. it could be more attractive to suitors. we've been down this road, you know, once every two years for the past many years. >> who might this be more appealing to? is it a partnership with aol and verizon at this point? >> it's a funny idea, kelly, and, you know, if you in my business you dream of all sorts of crazy scenarios. maybe we will see a tim armstrong running yahoo after all. if you go that route. that's just speculation. certainly verizon looked at aol for an ad play. you could see maybe them doubling down on that or other wireless carriers. i think that's all wishful thinking at this point. >> there is just so much confusion around this name, jessica. so many leaks from inside the company. you have this idea that they might pause this spinoff. they might go ahead with it. they might sell the core business. they might stick with it. how much do we either need to see a doubling down from marissa meyer, from the board on its current strategy, or the admission that every option is on the table? >> it's a really tough situation. i think marissa has been trying to double down and that strategy just isn't flying, so i think shareholders, the board, you know, just saying they're backing her isn't going to be enough this time. we're going to have to see some movement. something has to change either on the spin or the sale. >> well, hopefully we'll get some news when that board meeting concludes today. yahoo shares up 1.6% today. next up, uber is close to closing a new round of funding that would value the company at more than $62 billion. jessica, you have a new piece at the information this round. actually looks a lot like an ipo. certainly the size of the company is bigger than any ipo we've seen recently. what do you know? >> we're hearing that uber has lossed the first phase of this round north of $60 billion. valuation. raising about another $2 billion. what's interesting is how they went about doing it. it's basically going investor to investor, big management presentation he was surprised to hear that 08 was the upper end on the table this time. >> 80 billion dollars. i guess it involves tiger and we talked about their support for uber. t. rowe price as well. we know there have been a lot of traditional money managers that are starting to chase these companies, and i'm wonder about the valuation they're exposed to here. >> one important thing to remember that i think sometimes we forget is, again, this is preferred stock. these investors are not going to lose their money. it's really -- someone was making the argument to me yesterday that this is as safe as you can get in finances. now, i'm not sure that's true. but we do want to remember that even if you are putting in at 60 plus, you know, the company has raised maybe $10 billion to $12 billion to date. if you have a liquidity preference, you won't lose your money. that said, these are big numbers. >> how concerned should the investing community be that uber continues to raise and perhaps need this much money? when you look at dini in china form this alliance with grab taxi, lift, others overseas, they have a massive war chest. you have all this money being spent on controlling the future of transportation on the planet. i mean, that's a lot of money to spend. who knows when the return is going to come? travis likes a war chest, and they're going for it. we know the business is growing quibble. it's more a sign of their ambition, and it's that they don't want to be public right now. another thing we wrote about was the fact that if it's going to be the same multiple no matter what, why not stay private? that's why we're seeing them with the huge war chest. as for the dd lift alliance, that came up in some of these private road shows, the uber management has been going on to raise this round, and management brushed it off. they said they looked into it. >> maybe investors are betting there could be multiple success stories. even though they want to stay private, how close are we getting to that 500 shareholder threshold where they would have to go public? they're on the road. they're meeting tons of investors. are they getting near that point? >> companies like uber have a lot of ways to get around stuff like that, kayla. i mean, i remember you can use all sorts of structures. i mean, at the he wanted of the day it is -- a rule is a rule. i think the trigger for them is more likely to be some terms in their financing deal, their debt deal with goldman, the terms change if they're not public at a point that's far into the future, not next year. possibly the we're after that. that's what i'm looking as more of a catalyst than anything else. >> it's fascinating to see uber now valued more than general motors per market cap. $55 billion. we'll be watching this company for sure. jessica, have a great weekend. >> great to see you. >> jessica lessin. in the meantime, we're following the latest out of san bernardino where things took a troubling turn this morning. our jane wells has more. swran, as we find out about the woman involved in messages she's posted apparently to facebook. >> kelly, as you see here, the inland regional center remains lossed almost 48 hours after 14 people were murdered here. important new information. nbc news says law enforcement source tashfeen malik, the woman shooter, posted on facebook her allegiance to the leader of isis and law enforcement officials are investigating whether she may have been the radicalizing influence in that relationship. the same time the washington post is reporting that malik and her husband syed farook attempted to destroy computers and other digital devices inside their homes apparently in an attempt to cover their tracks. "some were smashed into little pieces." we have also learned who the 14 dead victims are. eight men. six women. most of them farook's co-workers ranging in age from 26 to 60. mothers, fathers, sons, daughters murdered 45 hours ago, and this gripping account from the first first responder on scene who said people were so panicked he had a hard time convincing them that rescuers had arrived. listen. >> the initial 50 people did not want to come to us. they were fearful, and they were in the back hallway area, and that actually heightened my concern that -- and my fear that potentially the suspects were in that hallway holding them hostage and waiting for us to enter into the hallway. we had to tell them several times, come to us, come to us, and ultimately they did, and once that first person took the motions forward, it opened the floodgates and everybody wanted to come. >> nbc news has learned that investigators believe among the guns, the shooters had attempted to convert one semiautomatic into fully automatic and failed and that malik's gun had been moth modified so it could hold a larger magazine. the "new york times" reports that two of the guns were purchased at a gun store that is not far from here two years ago. all of the guns were purchased legally. two by farook. two we an unknown other buyer. the big news right now, of course, is this news coming from nbc that federal law enforcement sources say the woman, the wife, posted on facebook shortly before this shooting her allegiance to the head of isis and they are now wondering perhaps they have been for some time, if she was a radicalizing influence in this relationship and not coerced. but the coercer perhaps. back to you. >> thank you, swran. very troubling and important update. coming up, shares of pure storage up after its first earnings report, but still below its original ipo price. the ceo is with us live. plus, facebook's mark zuckerberg defending the structure of his new venture. what he had to say. and as we go to break, another check on the markets. rallying right now. the dow is up some 262 points. i believe that's near the highs of the session. more in swromt. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. so wi got a job!ews? i'll be programming at ge. oh i got a job too, at zazzies. (friends gasp) the app where you put fruit hats on animals? i love that! guys, i'll be writing code that helps machines communicate. (interrupting) i just zazzied you. (phone vibrates) look at it! (friends giggle) i can do dogs, hamsters, guinea pigs... you name it. i'm going to transform the way the world works. (proudly) i programmed that hat. and i can do casaba melons. i'll be helping turbines power cities. i put a turbine on a cat. (friends ooh and ahh) i can make hospitals run more efficiently... this isn't a competition! >> univision is postponing its ipo. pure storage, though, was able to forge ahead with its ipo. it opened for trading in october. it priced at $17 a share, and its shares are up about 2% today after beating estimates in its first earnings report since going public. with us now from mountain view, california is, pure storage ceo scott dietzen. >> thank you for having us. >> the worry about the storage space has been that the large incumbents like imc could begin to tread on your territory, or enterprise customers could begin to invest in more third party storage. not in their own storage. you beat estimates and raised your guidance. why is that story going to be holding off for now? >> well well, had a great quarter. you know, at 131 million dollars in revenue, up 167% year-over-year, that's a half billion dollar run rate and still triple digit growth rates. we also improved operating margin or product margin that was a new record. we feel like the business is kicking on all cylinders. i think the reason is we've got these disruptors right. flash memory and cloud are fundamentally changing the storage industry and the decisions we made six years ago to optimize our solution for those disruptors are paying off. >> you added 250 customers in this recent quarter. that's the best performance for that metric in at least a year. what was it before b your pitch to those enterprise customers that made them become pure storage clients? >> well, ultimately we're chajing what's possible for those customers to accomplish with storage. our storage can actually change the way their business operates. the perform wrans delivers business value that can ultimately pay for itself. we had one customer save tens of millions of dollars in inventory capacity by moving their erp analytics to pure storage. we had another customer save $8 million in server consolidation on a 500 case storage purchase. it's storage that pays for itself across both cutting costs as well as improving the business. >> scott, i'm wondering how the math has changed. where you are investing in sales force growth, as you are, you are expecting that to pay off over time, but the cloud is a bit of a wrinkle. i mean, there are customers who ordinarily would have baltimore a storage appliance who will instead buy from a cloud provider. how is that changing the ralculus for customers? how are you able to sell into this environment given that? >> so aws is a great success story. everybody needs to keep in mind this is an $8 billion business operating in a $3 trillion data is and telecom spend. this is a really large market. part of the reason pure has done so well as our technology is so cloud-friendly, you know, we count six of the top 20 vendors in had the world are using pure storage in their environments. many of the top consumer tech customers are using the technology as well. the likes of linkd in and they've made big bets on their infrastructure story. this is a growth opportunity. ultimately low data centers -- we're enabling that to happen. >> your stock is still the ipo price. investors are disciplined more than ever about a company's path to profitability. we improved operating margin dramatically. if you looked at the first three quarters of this year, we were able to grow revenues 70% faster, right? for every dollar in operating expense, we added to the business, we grew revenues by $1.07. that kind of improvement in the business fundamental health even as we're driving triple digit growth is unprecedented. this is a $24 billion market. we've got the right technology, the right team. it's the right time. we are continuing to invest in growth, but we're going to improve the health of the business as we go. >> and your stock has made quite a comeback this week, scott. we'll talk to you soon. scott dietzen, ceo of pure storage. thanks. >> thank you. >> coming up next on this jobs friday, we're going to take a look at one sector expected to add over 200,000 jobs itself in the next couple of years. with the dow up 252 points. we'll bring you that story when we come back. >> the dow up 260 points as the u.s. economy adding jobs at a stronger than expected clip last month. for research forecasted by 2017, another half a million people will be employed in the space. up from 400,000 in 2013. mary thompson is out in westborough, mass has. she has more on this growth area. hi, mary. >> hey there, kelly. we're at wayfair studios. wayfair is among the many etailers looking to hire more workers. workers like the photographers and stylists that you see behind me. these people along with programmers all with the aim of trying to keep their website fresh and attractive to potential clients. an etailer of home furnishings and decor, wayfair has 500 job openings right now. a job in e-commerce requires more than just a passion for fashion. with technology infusing every aspect of the business from marketing to merchandizing to customer service, the right worker can be hard to find. that's where north texas university comes in. denton, texas, based school offering a degree in e-retailing. the program's director says his students learn visual merchandizing, sourcing product development, and most importantly analytics that drives e-commerce. >> there's a need for this kind of talent, and we've become a first stop for a lot of companies when they're looking for interns for their training classes. >> the program boasts an 82% placement rate either in full-time jobs or internships like the ones senior anna peterson has when she goes to digital marketing group when she graduates this spring. >> i was always very curious about digital and e-commerce and how everything works because, i mean, it's not just the future, it's pretty much the present right now. >> armed with a different set of skills, workers of e-commerce also fetch a different kind of salary than those offered by different brick and mortar retailers. drishl brick and mortar, the average hourly earnings just over $17 an hour. in e-commerce, it's more than $31 an hour. back to you. >> thank you, mary. all right. now, let's bring in simon hobbs as we catch the close of the u.k. and across continental europe. simon. >> john, the markets in europe are negative, as you can see. they're still reeling from what we got wrerl in the week. yesterday from the european central bank, when it failed to live up to the dovishness that many in the market had expected. a huge debate. many investors question whether they can rely on the dovishness of the ecb moving forward to support the stock market and more importantly to support the bond market. things will get choppy from here goes the argument. take a look at where you are for the week then on the stock markets overall, and can you see we've lost 3% as a result of what happened yesterday. the important thing to realize is so much money was flown into europe from around the world. in fact, bank of america -- flying high on expectations as to what the ecb would do, and now you see the yields which move in the opposite direction. sharply higher in germany. the move overall over 20 basis points just this week. it's important because you have to understand where we are. a 20 basis point move from 48 basis points is almost a 50% tightening in credit conditions. you get it. these are huge moves for many people. meantime, the euro, of course, is broadly where we left it at the end of yesterday after, again, that 4 cent move give or take. it's the third biggest percentage swing in 16 years since the euro was founded. what happened to all those bets that the euro would go to parity? maybe you should look back to the last ecb meeting when he said that there would be everything done that was required to be done to turn inflation expectations around. you could still say, well, look, the your wroe has fallen 4% over that extended period of time and that is due to mario draghi. arguably still in the right direction. i want to finally just take you to france. many, many, many millions of europeans will be focused on marine lapend this weekend. she's the leader of the far right national front anti-immigrant, anti-islamist. she might sue you if you call them racist, but many people would. this party could have a very strong showing and take regional power ahead of the presidential elections next year. this is a huge move potentially in the techtonic plates of politics in europe. the fall-out of the paris attacks might be felt economically far more than the hang in the political seam that may be voted on this weekend. guys, back to you. >> all right. simon hobbs. simon, thanks. when we come back, mark zuckerberg defending the structure of his massive charity donation in a new post on facebook. cara swisher will join us to break it down in just a moment. e premium like clockwork. month after month. year after year. then one night, you hydroplane into a ditch. yeah... surprise... your insurance company tells you to pay up again. why pay for insurance if you have to pay even more for using it? if you have liberty mutual deductible fund™, you could pay no deductible at all. sign up to immediately lower your deductible by $100. and keep lowering it $100 annually, until it's gone. then continue to earn that $100 every year. there's no limit to how much you can earn and this savings applies to every vehicle on your policy. call to learn more. switch to liberty mutual and you could save up to $509. call liberty mutual for a free quote today at see car insurance in a whole new light. liberty mutual insurance. cto everything from surfers welcomingto seals.ul home attracting visitors from around the world, around the year. along the coast, protected areas are set aside to preserve a fragile community of animals and plants. to protect these natural wonders, here's what to know before you go. stay at least 300 feet away from seals. this is their home. don't touch marine life in tide pools. take away your trash and your happy memories. always enjoy and protect our marine habitats. good morning. i'm sue herrera. here is your cnbc news update this hour. nbc news reporting the female shooter in the san bernardino attack pledged her support to isis right on the facebook page right before the attack. investigators are checking if tashfeen malik radicalized her husband. both were killed by police in a shootout. german lawmakers overwhelmingly approving a broad noncombat mission, including sending reconnaissance jets and a frigget to the region. that will join the french aircraft carrier charles de gaulle. chipolte says it's tightening its food safety standards after its restaurants were linked to dozens of cases of e. coli. it has hired ieh laboratories to help improve the systems, including testing of all produce before it's shipped to restaurants. and dramatic footage here. mount etna, europe's highest volcano, erupted yesterday spewing huge plumes of smoke. the airport was forced to close this morning. the eruption sent volcanic ash more than 60 miles north of that crater. that's the krst nbc news update this hour. let's get back to squawk alley. john, down to you. >> thank you, sue. let's bring in kara swisher from re/code. good to see you. >> how are you doing? >> amazon. re/code reported the company has purchased thousands of its own tractor-trailers in an effort -- >> trucks. >> trucks themselves? well, i thought that your report said they are still going to rely on partners to actually -- >> of course. >> -- use the trailers -- or the trucks that transport the trailers from one warehouse to another. is this mainly an effort for amazon to improve efficiency and get products lowers to those residential areas in time for delivery? is this about speed? is it about efficiency? both? >> yes, yes. both. both speed and efficiency. i think, you know, i need to order something on amazon and get it 14 seconds later. a three-hour lag isn't a problem for me. in all seriousness, it's another efficiency thing. they're honing the system of instant delivery, and so there are transportation logistics, and so if they have control of this part of it, they can be better at it. that's -- i think that's pretty -- it's a pretty simple thing, and, you know, then they get the trucks on the road. there's marketing parts of it, and it's just to further hone this incredible system delivery that they have -- that they are really the leader in compared to everybody else. >> is this, kara, trying to predict heavier volumes in the future? is this a response to perhaps a lack of shipping capacity less so than they need for this holiday season? >> well, i think it's not just the holiday season. i think that they have expanded this prime membership especially, this instant delivery, this quick delivery. there's been a lot of competitors in the area, and can you see a lot more coming. amazon wants to really bulk up in order to compete, and here still the leader many this area, no matter how you say. there's google. you know, there's instacard. there are all kinds of different ways of people doing delivery services, and it's only going to continue in the future. this sort of analog, the last mile part of delivery is really important. they're trying to hone their skills even further. >> are they being fedexed? you are asking if they're going to be fedexed? i think they're a logistics company. i think they just happen to deliver goods and that's what they do. i think that -- i know that sounds kind of business speak, but one of the things that's really important is to have this promise of having every good on earth available to people almost instantly or as quickly as possible, and then they grab the most of the share of the market. again, there's very few competitors that are doing this as well. you know, anyone who uses these services can see that amazon is head and shoulders, and so they have to have expertise in every area. i don't think it's an enormous thing yet, but they have to own every part of the chain where this is a promise they're making to customers. >> but how far down the chain do they go? are they going to buy a refinery so they can hedge their oil prices? >> they probably already did that. they didn't buy a refinery. lots of companies do that. i was just talking to an internet company that just told me they had done that, which was -- i thought it was interesting. i hadn't even thought about it. you know, they have to -- this delivering of goods is amazon's main business. besides aws, which is their other one, which is doing rather well. they have to be the smartest of all the ones that are doing it, and believe me, they're getting a lot of competition going forward. >> yeah. maybe they'll buy a battery company. they're going to need some for all those drones. next, activist investors starboard renewing its push for yahoo to abandon plans to spin off a stake in alibaba. instead pushing the company, again, to sell its core business at the highest price possible, of course. they wouldn't push at the lowest price. yahoo shares, meanwhile, fell more than 3% on the news. kara, you say some of the chatter around the board actually considering the core business might be premature. what do you know about the latest on where the board is on this? >> i think they're sticking with marissa meyer. i don't even think it. i know it. they're sticking with marissa meyer. i've talked to every player in this game, and i know what each of them wants. it doesn't mean they're going to get it. i think they haven't decided on the spin, but they do have a board, and they do have a ceo for that spin, as i have reported. i think it's very -- i don't know which one they're going to do. they haven't decided yet. the board has been meeting. it's not meeting today. i know the journal reported they were, but they're doing some legal stuff today. i think over the weekend by sunday or monday they'll be deciding whether to continue with the spin. i'm not sure which they'll do, but i wouldn't be surprised if they just moved forward and then moved into doing marissa meyer's plan for going forward and sticking with her. i absolutely think they're sticking with her, and there's no -- all this noise about her being fired, i -- it's just not -- i don't think it's going to happen. i could be wrong, but i think they're sticking with her. >> unless there's an actual offer on the table, unless there's an actual bid, be it hostile or otherwise, what pressure is there really that can be brought to bare on yahoo at this point given that marissa has managed to arrange the board in a way that's less hostile than it was a couple of years ago to her plans? is it pretty much put up or shut up time for the critics? >> i think it's -- i think -- i mean, a bid on the table. there will be a dozen of bids every bids. there's a lot of people interested. i called a lot of the so-called bidders, and none had been bidding. it's a -- there's great properties there. i had called one of them and said are you bidding? they said maybe i should today. they weren't thinking tv before except for maybe at&t and some others. i think the issue is, you know, do you sell it or stick with it? do you sell it at a crisis moment? do you sell it when an activist is pressuring you, or do you just slow down everything and think carefully? now, if there's a bidding process this will go for a long, long time. it's not a sure thing tomorrow the company is sold. my whole point is that this is not like -- sometimes reporters write about it like it's a soap opera or something, and it's not. these things take time. it's billions of dollars at stake. just because there's a noisy shareholder activist doesn't mean you have to act immediately, and i think the smart thing probably is not to do anything so quickly and so i think that's the question to the board, you know, not feel the pressure and slowly deliberate, which are important issues that affect billions of dollars. i think any herbing where i jerky move is not going to happen here. i would be surprised. i would be very surprised. >> all right. kara swisher, happy friday. thanks for joining us. certainly a lot of things to consider in that mix. >> up next, stocks rallying after the u.s. added 211,000 jobs in the month of november. dow currently up 1.5%. rick santelli, you must be watching this action and what it all means for the fed. right? >> well, absolutely. or what the fed means to the markets or what mario draghi means to the fed. or what the wreeld curve with so much negative trading going on means to the rest of the world with regard to euros? i have the man here with the shovel. we're going to dig down after the break with ira harris. hello. i'm sue herrera. breaking news on opec. as you might know, the oil market has been under pressure all morning, and the opec ministers have just left the room. they haven't made a comment. generally speaking, here's what they are going to do. they are going to leave wrout put unchanged. oil production will be unchanged. they are going to closely monitor the market and see how that works and in addition to that, the next opec meeting will be held on june 2nd. you can see that we're off 2 1/4%. some of the market had anticipated a ceiling put-in in terms of wrout put by opec. that did not happen. that's been putting pressure on oil all morning and it's accelerated. now down 2.25%. john, over to you. >> thanks, sue. rick santelli with the final santelli exchange of the week. over to you, rick. >> i know. it's always sad when we have the friday exchange. i wish we could do it on saturday. ira, you know, we were talking off camera. listen, nothing gets financial times. one of my favorite reading materials, but when you live in an age where button does everything, versus whether it used to be people when we were in the pits, it has a ram fiction. once that ball starts rolling down the hill, it's hard to stop and say, time-out, i want to do these trades over. >> right. correct. the s.e.c. is remiss because weave had how many of these now? people putting out tweets. it has -- it moves billions of dollars. who is held responsible? >> i always hear this. well, everybody has the ability to be involved in the tweet stream, so it's fair. >> no. >> it isn't so much a question of fair. what it is is if anything isn't 100% right, you can't pull it back, and it has huge unintended ramifications. >> so many are built on algarit mick reader. >> let me get this straight, now that we're on to something. let's look at what mario draghi did under the context that the market is price it in in this nonemotional, nonhuman fashion because that does make a difference, does it not? >> of course. of course. that's what the underlying fundamentals are. >> it's the program that the more sugar you get, the birth off we all are, but it might not hold on in the long pictures. >> we saw the breakdowns where heed. everybody knows. now, trayinghi didn't give us as much, right? heats what the markets are telling you. we know that yellin is now with the unemployment data today. tell me why is gold up $35 in the last two days. tell me why the bonds have reacted. they should have been a little bit more understanding of this. there's no way -- >> i know the answer. it's called confidence, or lack thereof of people pulling levers. isn't that why gold is up? it makes people nervous. such an enormous reaction for what is all practical purposes the ecb's announcement wasn't far from expectations. >> of course, it wasn't. of course, as you have talked about this morning, when you are buying more crap, and that's all -- >> let's stop because this is the salient feature. i've said all along that the reason they can't buy more than $60 billion give or take because it's impossible to find the quality collateral or securities to do it. now they've lowered the quality credit bar of what they're going to buy. >> of course, which is why you saw the germans who orchestrated five votes against that. why? the german citizens are getting screwed because the german paper is the best paper in europe by far. the dutch. we can argue. right? there's less of that to buy. why? because the budget is almost in balance. there's none they have to buy. they're having to -- the ecb is going to buy all the other crap, and that's french, italian. it's crap. we know it's crap because before draghi said we'll do anything -- >> it increased it hundreds of basis points. >> who is on the hook? the german credit card is guaranteeing the ecb, and merkel is in trouble because of this. >> the german people and people all over europe don't get to vote for this. >> exactly. >> unlike the u.s. >> there's no taxation without representation. >> we're out of time. it's been fun. ira, happy weekend, and back to you. >> thank you both. appreciate it. up next, an update on the situation in san bernardino. we'll have more details when we come back on "squawk alley." you. to learn about medicare, and the options you have. you see, medicare doesn't cover everything - only about 80% of your part b medical expenses. the rest is up to you. so if 65 is around the corner, think about an ramifin aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, they help cover some of what medicare doesn't pay. and could save you in out-of-pocket medical costs. so don't wait. call to request your free decision guide. and gather the information now to help you choose a plan later. these types of plans let you pick any doctor or hospital that takes medicare patients. and there's a range of plans to choose from, depending on you needs and your budget. so if you're turning 65 soon, call now and get started. because the time to think about tomorrow...is today. go long. . welcome back. we are following the latest in san bernardino. our jane wells is there with more. hi, jane. >> hey. we are preparing for this news conference which law enforcement is supposed to update us. they haven't given us guidance on when that is going to happen, but, of course, everyone is going to want to know about this latest information nbc news has learned. the female shooter, the woman from pakistan, according to law enforcement sources posted on facebook, her allegiance to the leader of isis before the shooting. law enforcement is investigate ago coringed to nbc news sources whether she was the radicalizing influence in this relationship, whether at this point when police update us today, if they will officially declare this an act of terrorism. we also have new photos. photos including ones showing some of the pipe bombs police say they uncovered from the two shooters. in total they said they made 15 pipe bombs. pipe bombs that looked like they were straight out of the on-line al qaeda how to manual. again, we are waiting for police to update us at some point today because now there are all these new questions about who might have been the leader in this and what the motivation was. back to you. >> jane, thank you. jane wells. joining us now on the phone is chris swecker. let's begin with the role that facebook, twitter, whom ever, these social media companies, anybody should be playing when we know that people are posting right before an attack their intentions. >> well, i don't think they're monitoring every account that they have real-time, so it might be unrealistic to expect them to give law enforcement an early warning. there are others who are seeing things on facebook. this is what i have said time and time again. >> not someone that has a 6-month-old baby at home. how does this change the way authorities are going to think about looking at who might be at risk? >> i think that profile is based on the types of mass shootings we've had in the united states and with the exception of hasan and the bombings, those are too deranged individuals that went off and had mental illness and have their own beefs or grudges. this is different. this profile is based on a terrorist radicalization profile. in this case one was the radicalizing influence on the other. who knows who else they did when they traveled overseas very recently. this is an entirely different profile in my opinion. >> chris, what is the test to determine whether an individual was, in fact, radicalized and to what degree? >> well, i mean, it's circumstantial, like anything else. we can't get into someone's mind. you can see what they do, what they say, what they post. what they're reading, what they're putting in emails. their actions that they take. in this case if you add all that up this looks like international terrorism. just because it's happened dles domestically doesn't make it terrorism. if it's influenced and facilitated and the seed is planted by international terrorist organizations, it becomes international terrorism by definition. for all practice purposes to the public, it doesn't make a difference, but it makes a difference to law enforcement because you're using a whole different set of techniques and rules of international terrorism than you are using the fisa courts, the things in the patriot act. you are using more things that are related to intelligence rather than criminal investigations. now, that doesn't make a lot of difference after the fact, but it does make a lot of difference beforehand. >> yep. now, chris, another part of this that strikes me, if indeed -- we don't know for sure, but if indeed the wife was a radicalizing influence on the husband, that changes the types of communication that they had that one would be able to track to understand how the radicalization happened. it seemed like the families of these people weren't even aware that there was strange developments happening. what needs to happen in order to be able to detect this sort of radicalization that might be nearly resulting in some sort of an attack. >> right. i mean, i think the communications between them probably at home, they're not communicating with each other by emails sf things that are documented, but they -- well, one or both of them would have been in touch, and i think we're going to find out once they reconstruct hard drives and all the evidence is in, you'll see that they were in touch with radical elements overseas. i think they had to have been in touch with people that were from one of the terrorist organizations. who knows which one? in this case probably isis. there's going to be plenty of evidence and there's going to be -- there's still going to be a trail, even though this is a husband and wife situation. >> chris, you mentioned that these social media companies are not monitoring some of these profiles in real-time, but the question that we're asking now is perhaps should they be to a greater degree than they are, and do you see from the fbi perspective any parallels to be built between what's been done with, say, the no fly list, with the fbi creates, it maintains, and it relies on cooperation from other companies to enforce it. are there any parallels between that and perhaps what could be established with some of these media companies? >> well, i mean, you can take any crime and the internet has become a tool for all kinds of criminal, social media, pedophiles, fraud operators, organized crime. there's a lot of bad things that happen on the internet and social media. to some extent they are monitoring when they see it they take it down. if they see illegal activity, had he take it down. i think more relevant i would attach to their cooperation with law enforcement when they have a court order and in this case you get that huge blind spot where they have communication. it's got to be patched up. >> thanks for joining us. we do hope all companies think about what more they could do now. >> fbi assistant director chris swecker. >> we have more breaking news on chipolte. shares dropping momentarily. sue herrera back at headquarters with more. >> chipolte shares under pressure this hour because the cdc is saying that seven more people have been reported ill from the e. coli outwraek linked to the company's restaurants, and it's in several states, including california, illinois, maryland, ohio, pennsylvania, and washington. this is since the last wrupt. we'll keep you posted on that, and much more is coming up after a quick break. major averages still holding on to their gains on the back of the jobs report. focus now turns to draghi making a speech here in new york. guys, have a great weekend. >> thanks for having me. >> let's go over to sarah eisen and the fast money halftime report. >> as soon as the police come to the podium, we'll take it to you live to find out what they can update us with. in the meantime, we begin with the big market rally right now. stocks surge following that better than expected jobs report. the major avrjsz higher for the first time in three sessions. steph, we're pretty much wiping out yesterday's big losses. >> the jobs report, not only was a november number good, but then the october revisions. if you add it together, you're at about 00