Gary Morrow: "Volume is running very heavy in Noki a(NOK) today. The stock is up 10% following today's first-quarter earnings report. Nokia began the day with a powerful gap-higher open that lifted the stock to its best level since early January." Read more on TheStreet.com.

Paul Rubillo: "A Realtor friend just sent me this bit of news regarding Clayton Homes (owned by Berkshire Hathaway(BRK.A). The homebuilder just announced a payment protection program that will cover homeowners' mortgage, insurance and property taxes for three months on new homes purchased between March 1 and June 30 if the owner becomes unemployed after the purchase." Read more on TheStreet.com.

Paul Rubillo: "A Realtor friend just sent me this bit of news regarding Clayton Homes (owned by Berkshire Hathaway(BRK.A). The homebuilder just announced a payment protection program that will cover homeowners' mortgage, insurance and property taxes for three months on new homes purchased between March 1 and June 30 if the owner becomes unemployed after the purchase." Read more on TheStreet.com.

Adam Feuerstein: "Today's announcement that GlaxoSmithKline (GSK) and Pfizer (PFE) are merging their respective HIV drug businesses is a sign that Glaxo (and perhaps Pfizer as well) is no longer able to compete in the market against Gilead Sciences (GILD)." Read more on TheStreet.com.

Adam Feuerstein: "Today's announcement that GlaxoSmithKline (GSK) and Pfizer (PFE) are merging their respective HIV drug businesses is a sign that Glaxo (and perhaps Pfizer as well) is no longer able to compete in the market against Gilead Sciences (GILD)." Read more on TheStreet.com.

Adam Feuerstein: "Today's announcement that GlaxoSmithKline (GSK) and Pfizer (PFE) are merging their respective HIV drug businesses is a sign that Glaxo (and perhaps Pfizer as well) is no longer able to compete in the market against Gilead Sciences (GILD)." Read more on TheStreet.com.

David Sterman: "Shares of McDonald's (MCD) fell less than 2% yesterday on a day when Burger King (BKC) fell more than 15%. BKH announced that total sales were roughly flat in the quarter (with comps negative), due in part to a big traffic slowdown in March. Shares of McDonald have outperformed Burger King by about 15% over the last year (prior to yesterday's sharp sell-off in BKC)." Read more on TheStreet.com.

David Sterman: "Shares of McDonald's (MCD) fell less than 2% yesterday on a day when Burger King (BKC) fell more than 15%. BKH announced that total sales were roughly flat in the quarter (with comps negative), due in part to a big traffic slowdown in March. Shares of McDonald have outperformed Burger King by about 15% over the last year (prior to yesterday's sharp sell-off in BKC)." Read more on TheStreet.com.