now, value is attractive. part of my acronym. take a look at this space. >> an acronym, it should be an "x" in your acronym. >> it ends with "e," you know. >> our fans come in all shapes and sizes, look at -- unbelievable, fast money fan, my mission is simple, to make you money. i am here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey, i'm kramer. welcome to "mad money", welcome to kramer america. i'm just trying to make you a little money. my job is not just to entertain, but to entertain, and teach you. so, we have two wars in the middle east, another one going

in ukraine, presidential election race going on between a older gentleman and a slightly younger gentleman who is the subject of four different prosecutions. we have an integration crisis, budget deficit, inflation, making the fed go forward with rate cuts. and what happens? today, the dow jones came 395 points, the s&p surged 1.2%. the nasdaq pulled 1.7%. you know what i say? phenomenal! yet, if you want proof that none of this stuff means anything to the stock market, look at the incredible performances we got today. they are a function of record profits, backbone margins, driven by a strong consumer and very strong enterprises. just as important, they are a product of all of the negative billionaire strategists to come on our air and other places and urge you to hide your money in

cash. we see stocks generate amazing returns that you can get from the 10 year treasury which is supposed to be comforting to shame. the money is being made now. it is being made now. a lot of the games have come because of an absence report. nothing this positive, whatever has been going higher, even if the comments are simply the moves taking it higher to begin with, but that ends next week, people, when we get into the meat of the order, the ordering season that happens, and it comes fast and furious, which could bring some profit-taking, maybe even serious profit- taking. we have seen that happen to the banks. now, we are getting the rest. the airlines have seen some strong travel demand and rising costs. also monday, that new pc cycle is a sonos.

maybe logitech, your peripherals will give it to us that evening. this has not been a real winner. tuesday, a little close to home for the chapel trust. i can't see well here because the dollar got too strong and that is a big determinant of proctors earnings. they do so much business overseas. but, the hammer will be your buying opportunity. next, i think verizon will do well, because you would say, i never said anything good about verizon, i just did. i think they finally spur some buyers if they can come up with some meaningful, new products that can turn into blockbusters like they used to. general electric is on the verge of going into the aerospace business. part of me wants to say if this stock can come down two or three dollars, we have to pull the trigger. but, take a look at the chart. ge does not come down because larry cole is amazing, he is

the ceo. now, the numbers won't matter because of this brutal engagement. if they could announce any sort of settlement that the stock could rally 10 points in a flash, let's hope they got some poor sense. let's see if they can put the remedial engine behind it. we want to hear about lockheed martin in an increased budget. and then, the gigantic home better that will give us a preview of the spring homebuying season. i trust them more than any of these national numbers you hear about. that is just tuesday morning. at the netflix, you think, it might be a blowout. and by the way, this one is one i regard as critical. analysts came out and said that texas interests -- which had a subpar quarter and bumped me out -- will put on a better one tuesday. that is amazing, just amazing in an analyst report. how hungry is this market for good news?

wednesday, at&t reports that the quarter might be a strong as verizon's. i say we wait on this one. i like verizon much more. we were at the j.p. morgan healthcare conference in san francisco, i thought they told an excellent story. robert ford is on his game. the stock tends to open up and people suddenly find some line item. it never makes any sense to me. it gives of the gate and more. it is only the next day when you want to go and buy abbott because every box will be checked. i have seen this so many times, it is nauseating. have come to accept it and try to profit from it. and then, tesla. we expect the fan boys will buy it, and that is what they did with bitcoin. you see that. effort to try to keep it up? anyway, i am cynical but also angry. now, there is ibm, which is also capable of telling you an excellent story about how to integrate ai into your business. and then, there is service now, the principal ai integrator in the market. probably the best ingle quarter of this entire week, okay? by the way, with larimer search

reports, i bet we could call not the bottom of the semiconductor cycle. so, i am going to do it for them. it is the bottom of the semicircle. thursday, union pacific, it is going to have a good quarter. the stocks have been telling you that. i do not think the fax will contradict that. someone downgraded sherwin- williams the other day. someone might have to send me a signed invitation to their funeral. after the close thursday, the coo of intel will tell us how much better his firm is doing then every other firm not just in the semiconductor industry. but, in the entire universe. i think we could say it is doing better than every company in the entire universe. i like hubris. he has got tons of it. i want the numbers to go higher. but, that has consistently told a higher story. and by the way, they have what i call something that is in short supply on this wall, humility. also on thursday, paypal, and i think this new coo who i have

been raving about, i think he has had a vision for the company. i love the way he is saying, we did this wrong, we did this wrong, when he hasn't done anything wrong. this, i think that is good, that is good coaching. on friday, we get the personal consumption expenditure numbers that the fed likes so much. it is their favorite read on inflation. we have to see if you will ever get any rate cuts. people collect the pc because they want to confuse you in buffalo. i don't play that game. i can tell you this company has a history of the reporting solid numbers, except for some line item like bad debt expense and everyone freaks out and they send the stock down three, four dollars. on the second i when some analyst tries to downgrade the stock, you need to buy it because the ompany is actually killing it. steve, he is a dynamite guide. they also feel the need to say something negative when the stock goes down, because they don't have a clue themselves, they say the stock is down, let me find something negative. that is what they get paid $2 million a year for at the

start. now, colgate just had a good run and i suspect he can go higher thanks to its higher margin. finally, one of the most reliable companies out there is norfolk southern. i actually have personal from norfolk southern. i'm not kidding. and judging by the positive comments about intermodal freight, the big trucking company, a railroad like norfolk southern, the numbers should be positive. bottom line, can this market keep this up? only if we still have plenty of people out there badmouthing the market. >> sell, sell, sell! >> and calling it dangerous and perilous. billionaires, they don't want more billionaires. i actually want more billionaires. anyway, we need it to grow even higher. that will ensure we get higher stock prices for investors, the worries are wrong and you can get back in and get bang for your buck in the stock market and do a lot better than you can in that vicious rival, the two year period mark, in california.

mark? >> how are you doing, jimmy? >> good. >> the retail spending for consumers is strong. there are different pipelines to make money. this deals with target beauty and the direct order club, which is 1 million plus people already tied in. do i have more since investing in beauty? >> let me see. what did they give us today? did you check today, what they gave us? let's see. ulta, we got -- they had a really good bargain, i saw he other day. i am a ulta club member and i think it was fabulous and i think ulta is a terrific stock. i wish they would summon us to go to one of their stores because their stores are quite beautiful. ncvs, too, pulling out of some of the target, but i like my cvs in my target. let's go to trey in texas. trey? >> jim, i mopped the floor with

lost rates returned in 2023 and i would like to do it again. today, i want to talk about a stock that took my confidence level from "40-year-old virgin" to "50 shades of gray" this is a stock that shouldn't get crushed. i will lose everything. jim, give me the messy of ai, talent technologies for 25 a share, final answer. >> here is my problem here. i like them, but the last quarter was not that great. it really wasn't that great. and i thought it was excellent. i don't know why he doesn't like me, i have been a really good guy. i say good things. i sat next to his cfo, i was really nice to him, i put a napkin on, i used the fork to the left, solids to the left, liquid to the right, i did all that right but he had no time for me. solids to the left, liquid to the right, i can do the napkin because i was a busboy for many years. my table manners did not impress the cfo and they will

not speak to me, so i have to tell you something, i'm getting a little bummed out here. kyler, in nebraska. tyler? >> hey, jim. i want to ask you about supermicro. >> that is a master! i love this stock. it is just crazy. but all that said, i think nvidia is better. but, they want to change that. i would call it super duper micro and then it would be more like scooby-doo. anyway, if the rogue warrior in the market keeps going -- then i think we can keep moving higher. we just need more billionaires who want you in your change. all today, we will feel more gains as more investors realize you can get more out of the stock market then with the two year period coming into 2024, we have been intrigued by the original backstops. they did quite well this week. and we use this season as a way to get a sense of a host of

macbook trends because we have to know more than just what the federal reserve tells us or when these people come on the air and they have no idea what they are talking about. i am running through jb hunt and telling you what to do. plus, rate cut or no rate cut, does your portfolio have what it takes to handle the market? we will play diversify, so stay with cramer!

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the most importing about writing season isn't about individual companies, it is about finding insights that can lead us to investable feeds. you might not care about it, but you can make a whole pastiche of thinking about the report. talking about jb hunt, one of the highest quality trucking companies out there. i pay attention to this one because it can tell us a great deal about the freight market because they are transparent, they tell you everything. in spring of 2022, and over the pandemic and global supply chain started sorting themselves out and it went down and stayed down for a long time. last quarter, some companies saw a bottom rate, which brings me to jb hunt. if you take last night's results at face value, then the numbers were mixed, at best. better than expected sales, but prepare a big earnings mess, because everything else was not so hot.

but, if you look at the stock this morning and open up nearly 4%, it gave up some of those gains. what exactly did wall street like? the freight market has been absolutely horrible. everybody knows that, nobody expects it to bottom overnight. we are looking at any sign that the environment might be improving at all. and jb hunt gave us that. coo john roberts was more specific about certain parts of the business. his commentary started getting more encouraging. he was very optimistic on what is known as intermodal, meaning shipping containers, which accounts for about half of the company's revenue. the president of the intermodal business, really smart guy, i like reading his stuff. he said they have been seeing improving intermodal's since the spring, which continues a 6% increase in volume for the quarter. he went on to say, we have seen an improvement in our monthly volume trend since april for nine consecutive months. our volume was up 6% october 6,

and 8% in december. 8% in december. so, 6% in october, 6% in november, and then hockey stick 8% in december. that last part is the month by month walk, known as the cadence of the quarter, and it is a bit of detail because it shows you the trajectory. obviously, it is like this, when you see the intermodal uptake at the end of the year, you know that jb hunt's largest business came into 2024 with a lot of momentum. this new demand came out of nowhere, it is no problem for writing capacity while maintaining high service levels. that is what i call leverage. of course, you might be wondering why the uptick in volume hasn't flowed through the bottom line yet. volume is a medium indicator, while price is typically a lagging indicator. in other words, that is the first up to the come back in the intermodal business which we are seeing, but high prices will come on later.

as i was reading as i said, this is how the house cycle works, too. in addition to the positive volume transit jb hunt he said, we also continue to see a large amount of freight that we believe should be converted from over the road to intermodal and have the capacity and people in place to grow with our customers and recapture share from the highway. that sounds encouraging. at jb hunt stock rally today i want to be clear that they are far from being out of the woods. jb hunt itself has some company specific problems, too, hence why the stock gave up days as it went on. i know there is skepticism that this was boosted by the shipping disruption in the red sea which i talked about last night. when asked about the effect of the ritzy disruption he said, as volume came at us in the fourth quarter it highlighted many times our customers were even surprised by that. i think the volume momentum that built in the quarter was related to the customers. they were surprised by it.

i think that is why we feel a little bit more unclear right now about what the early part of this year holds. in short, i told you they are transparent, they don't really know how the red sea is going to impact them going forward. i care passionately about it because of all rates go up, the fed will not be able to cut that much. these earnings came in higher than expected. but you know, it was actually additional costs, with the result of higher claims and costs exceeding cover limits and certain insurance layers. there is $53 million despite 2023 being the company's best performance in history on safety. the lowest access per million miles. one of the safest carriers in the industry yet our insurance rates continue to increase as there is higher litigation. so, even though the safety profile is better than ever, skyrocketing litigation costs are still making life difficult

for them. listen to this, from the coo, john roberts. jury verdicts in trucking cases where the verdict exceeds $1 million have seen an 867% increase in the average size of verdicts from 2010 to 2018. why is that happening? the majority of motor carriers in the trucking industry only carry $1 million of coverage, just above the legal minimum of $750,000. so, plaintiffs tend to get more aggressive about suing larger carriers who have better insurance. meaning jb hunt pays the bill. insurance is a leading cause of higher consumer cpi, higher cpi means, again, something that the fed will take into account and not ut rates aggressively because of. insurance has to come down, as we saw from the outrageously strong travels quarter this morning. last night's quarter makes me incrementally more positive about the freight market especially the intermodal space. not to mention but there are some other kirk issues making

me feel a bit less confident on this one. trucking is not totally back yet and a lot of intermodal momentum from december could continue. maybe we are seeing the situation in the red sea will give them an even bigger boost as ships that would normally go to the east coast, instead ended up at the west coast because they can't get through the suez canal. that means they have to travel more miles on land, potentially good news for the truckers. return trucking is beginning here. it just will take some time to play out and the recovery might not be linear. that is good news for my perspective because if freight costs keep going higher, that makes it more difficult for the fed to cut interest rates and many investors want to move up the sidelines if they do. it is a continuing story and you have to watch jb hunt because when the cycle starts rolling, you can make just as much money as you can in any of the semiconductor stocks. we will be back after the break.

(fisher investments) it's easy to think that all money managers are pretty much the same, but at fisher investments we're clearly different. (other money manager) different how? you sell high commission investment products, right? (fisher investments) nope. fisher avoids them. (other money manager) well, you must earn commissions on trades. (fisher investments) never at fisher investments. (other money manager) ok, then you probably sneak in some hidden and layered fees. (fisher investments) no. we structure our fees so we do better when clients do better. that might be why most of our clients come from other money managers. at fisher investments, we're clearly different.

the regional banks were finally making a major come back after the series of bank failures last spring. this could be absolutely despised. >> they know nothing! >> as investors worry about their underwear bond portfolios. they didn't really recover too much, but they recovered rapidly from mid-october through the end of december, the regional banking index, the key index was up 37%, although it still finished 2023 down 4%. unfortunately, the group is going cold again in 2024. treasury is going down in price and up in yield. we are in a world where loan rates have peaked and not as much is wall street would want, that is good news for he regional banks, especially because the economy is holding up just fine.

you need to be selective, which is why it is worth going over what the regional banks had to say when they reported this week. things got going slowly with a few reports on tuesday and wednesday, either in negative catalysts or non-factors. candidly i expected more, but the guidance was encouraging. given that they have been a huge winner in the regional rally, the stock pulled back in response to the report. well, i don't think pnc will hurt you. it is not my favorite. on wednesday morning, we heard from u.s. bancorp, larger than regional bank but smaller than the big-money centers. it gave us a meh set of numbers, guarded out for 2024, we don't want that. they expect positive operating leverage to improve profitability but not until the second half of the year. we are talking 50% from late october to the highs in mid december but it has pulled back hard in the new year. today was the first time it was up in eight sessions. also, we got results from the providence based citizens financial group and in response,

mostly because people thought it was going to have a terrible quarter. while the missile results were in line, for 2024 was much more encouraging. they build from there. citizens give us more color than most of the originals and wall street rewarded them for their transparency. if you're right about next quarter, that the stock could keep going. we heard from a whole handful of originals. so, just pushing it as hard as i can for the past few months, including during last friday's game plan. it is simple. toronto demands a big bank in canada, willing to buy this company for five dollars per share. the deal fell through last year because regulators had issues with the way td deals with money laundering. nothing happened at first verizon, clean as a whistle. then, first verizon stock

plunged 10 nine dollars. that was as recently as last october, still sticking around. these guys also operate in the southeast, and we have tremendous confidence. so, i have been adamant that the stocks are by. could be a strong quarter since the stock is up 5%, part of that because lower-than- expected credit charges but they also have a successful deposit campaign in the middle of last year that brought in $6 billion in new bank deposits, which they have retained. first, her eyes and even had a 5% low growth number in 2023, which is a solid number for a tumultuous year. the real reason it went so hard, is simple. they did a good ob communicating as they always do. even as the bank cuts more slowly than wall street is expecting which i think will be the situation. i am with jordan, the stock is back up at 14 now. willing to pay $25, i think you

should stick with it. we will also hear from m&t bank, a major player in the mid- atlantic, also like that. that is an atlanta-based bank created by bbt and suntrust. mmt has been one of the higher- quality originals because they avoided the big mistakes of their peers. i want to know more about that. when you exclude one-off items, the quarter was strong. i think it is okay going forward. one of my favorites, texas capital bank, stock jumped 2.4%. how about today? we have a slew of regional bank warnings, pretty positive note. at the start of the day, the columbus, ohio based huntington bank shares. we saw the stock jumped nearly 4%. huntington's results were solid. we knew this was going to come. what the ceo said yesterday, the bank is entering the new year from a position of strength.

put forward some pretty confident targets. expects a 2 to 4% loan positive growth. but, interest income, and 5 to 7% noninterest growth, with only 4.5% noninterest expense growth. now that they hit those goals, i think huntington's stock could make a nice move higher. if he isn't going to 15%, we care about percentage games. that is what it was before the crisis this year, and you get an 18% gain, i think that is terrific. and then, bank of the ozarks. these guys found themselves in the dangerous banking story of last year. the stock stabilized and made a nice recovery at this point. the quarter didn't hit its momentum. how about this? cincinnati-based fifth third bank corp. also moved high in response to this report, to a lesser extent. the only loser today was co- america, which made some deposits to its targets instead it is interesting.

that was a disappointment. even that didn't hurt the stock, which was down for most of the day but actually managed to finish in positive territory, pretty good for a company that doesn't mess. here is the bottom line. okay, they are not fast money semiconductor stocks already. but i like what i saw from the regional banks this week. so, they could have big percentage gains coming up, but not all originals are created equal. i like first verizon and huntington banks the most. m&t bank is right up there. this year, i'm going to phone citizens, and yes, the much- maligned region financial, as the industry surges higher again. i think all five could work. it wouldn't be so bad to own something else other than broad, and nvidia. let's go to kyle in my home state, new jersey. kyle! >> hey, jim. how you doing, buddy. >> doing well, big guy. what are you doing? >> the market hit an all-time high on my birthday after two painful years. >> happy birthday! we are going to see new happy

birthday. we will cut it -- to you. okay, go ahead. >> thank you, jim. during the market we were in, i heard somebody say, the best thing in a bull market is practice, and investing in a bear market is the super bowl. and i made it through my first bear market, i am so happy. jim, this stock has been beating me up bad the last month or so. what do you think about sophia? >> i think you buy so five. we have a stock at four, then it jumped to 11 and was pulled back. i think that is the right level. believe me, a lot of people left. when you hear those numbers about how many people are still involved, don't believe them. i speak to more people than those guys. let me tell you, people don't like the market, they don't care for the market, they would rather be 5% cash. you and i know we can make a lot more money in the market

within 5% cash. then we go to rex in california. rex? >> yes, jim cramer, this is rex from santa barbara, california. >> i love santa monica! i love it! >> santa barbara! >> oh, santa barbara! hey, we had a great conference in santa barbara. one of the best conferences i have ever had. that is where they put a line in the sand, four dollars. and then it went to 11. what is going on? >> i want to get your opinion on toast. it seems to be a disruptor in the restaurant business. >> okay, i will get you on the other side of the trade list. having been in the restaurant business, these companies are interchangeable. you pull out toast, add another guy. it is nothing proprietary, so i will not have you in that. it is not nice enough. happy birthday to the other fella. this is an unbelievable and diversified. kyle in new jersey. kyle, happy birthday to you, and congratulations getting through the bear market.

i like what i saw at the regional bank reports this weekend. not all originals are created equal. as long as interest rates don't search higher, i think my topic in the space could give you some big percentage gain winters. we had some big money, including clay marcus, that is diversified. and then, so, why does it seem like other companies are struggling to do the same? i'm surveying the space and sharing some stories during the day. all the calls to rapidfire for tonight's edition of the lightning round, so stay with cramer!

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as you know, we saw a number of stocks rallied today.

close to an all-time high, a big deal. even with a record high for the market, you have to ask yourself, is your portfolio positioned to take advantage if we continue to move higher from these levels? that his wife tonight we are playing, am i diversified? i tell you if your portfolio is diversified or if you should mix it up a little. first, we have kevin in illinois. kevin? >> hey, jim. calling from the land of lincoln. happy club member. i have five for you here. spf technologies, roadblocks, general electric healthcare, meta-, and delta. jim, and i diversified? >> let's go to work on this. industrial, always room for that. ge, healthcare, i think this stock is 10 points under bed. when you see all the ai in the new machines, you will agree with me. roadblocks is making a turn here. that last quarter was very good. meta, what can i say? how many good things about meta? and delta airlines, one of the best in show, but i am not a

big airlines fan. let's call it multimedia, internet, plaything, industrial, and healthcare. i think that is good enough. i like the makeup. this ge healthcare bugs the heck out of me it is not higher. some people who are down on it, analysts who are down on it and i will have to tell them that they will end up being wrong. next, we are taking a call from trevon young. driven? >> hey, jim. first time watching you since 2008 and you really started my investment journey, so, thanks, man. >> yes! a guy in the elevator the other day said, i have been watching you my whole life and i have done well. i was like, yeah, man, thank you for saying something. it is terrific. okay, let's go to work. i have apple, energy transfer, disney, general mills, and pfizer. that rounds out my first five. >> interesting breakup, and some

utility like dividend income here. we have a big yield right here, a decent yield right here, a big yield here, and a company that has been underperforming horribly here that could use a bit of a change. we have entertainment, we have tech, we have oil pipeline, we have food, and we have drug, and i say we have bingo! trevon, so far, the start of the day when it comes to diversification. when we first go to linda from right here in new york. linda? >> hey, jim. >> linda? >> here are the stocks i would love your opinion on. >> sure. >> amg, amazon, google, apple, bio haberman. am i diversified? >> actually, linda, not totally. how about that? not totally. bio haven, what can i say about that? he came up in a medicine that right now is keeping me from

having a migraine. right now, because i woke up with one, so he is amazing. that drug was sold to pfizer, by the way. uber, they got rid of drizzly. easy come, easy go. apple, what can i say? dylan i tried to get the pro, one month away from the probe. amb, just a baffled number. and then, amazon, well, what can i say? just keeps going higher. however, tech, tech, tech, so what are we going to do? i'm going to have two techs here, because i will have amazon, because it is retail, and i will have apple. i have to, instead, insist -- i insist on an industrial. now, not every industrial. i want this to be caterpillar. i know, it is only diversification.

will it do as well as amd? if tech comes down, then uber will. i like the ride-share, good business. now, people should be saying, jim, you like amd more than cap. but, amd fell 90 point in a span of a couple months. i don't want that to happen to all your stocks, and i can't keep all the tech, i just can't. up next, we have gave in michigan. this is part of the way investing works. you have to be more defensive. gave. >> hey, jimmy. as always, thank you for your investing valuable instruction advice. really appreciate your advice today, and i can cite for my top five, which are a bit challenged, my top five being devon energy, pfizer, poly other, disney, and wisdom. thank you, jim. >> well, okay, this is a little problematic here. so, devon is not doing well right now. i would not be surprised if you would sell the darn thing. there are so many transactions. it doesn't mean i want you in it, though. i like natural gas more.

alibaba, no. we are done with the chinese. they are going to do a deal with xi hey will deal a deal with xi, and then it won't be insured as nice as mine. pfizer, that is tailor-made. i don't spend like that. pfizer has a good yield, some new drugs from siegel. i like that. cisco, it started a little bitter. my friend saying, this is filling the gap, doing well. and then, disney, we need nelson peltz to get omething is going there. they need to do something because right now, they are not. entertainment, oil and gas, bad chinese stock, drug and tech. we are going to replace alibaba, take alibaba out of this, and what we are going to do, is we are going to put in eli -- no, we have pfizer.

we can't do that. why don't we just put in apple? i already blessed apple. let's go to mandy in maryland. mandy? >> hi, jim. how are you? >> how are you? i'm doing good. it's friday, you know, like it like everybody else. >> yeah. tough day. >> okay. say more. >> thank you so much for taking my call. >> you're quite welcome. >> yeah, i appreciate it. >> okay. >> my five picks are a pt, jta m, hban, onan, and at&t. am i diversified? >> again, we have a bit of a challenge here, but that is okay, that is why we call.

j.p. morgan, one of the best banks in show. i do prefer wells fargo. at 11, looking at applications for enterprise software. huntington was on today, they came on earlier in the show. they are dynamite. that is the shoe store, my second closet is made up of that, so thank you, lisa. we have apparel, we have a bank, we have enterprise software, we have cybersecurity, and we have another bank. that is two bags! no, we can't do that. that is why right now, right here, we are adding eli lilly. and that, ladies and gentlemen, is one more addition of amide i diversified?" a force to be reckon with. no, not you saquon. hm? you! your business bank account with quickbooks money,

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lightning round is sponsored by charles schwab. trade brilliantly. >> it is time for the lightning round with jim cramer. white us up! and then the lightning round is over. are you ready? it is time for the lightning round. let's start with joe in georgia. joe? >> thank you, cramer, for having me on your show. >> you betcha. >> i have a quick question -- >> i don't know what mortgages they have, i cannot recommend the stock and i suggest you do not own it. let's go to ray in oregon. ray? >> boo, yeah, cramer. i have been fortunate in owning seven stocks besides salesforce, amd, and microsoft, said doing fairly well.

when i heard you talk about the semi conductor it a while back, it was at a high of 109. >> remember, it is really related to the auto market and the auto market has turned down because the fed rate rate is so high so you have to wait until they cut rates for you can buy one. let's go to bill in massachusetts. bill? >> boo, yeah, mr. cramer. how are you today? >> how about you, partner? what is happening? >> fantastic. you are an educator and very entertaining. i am a club member, and the most important thing you taught me is financial discipline. >> that is everything because discipline trumps conviction, okay? thank you. big club meeting next week, by the way. let's go to work. >> can't wait. i had a question, i want to pick up some stanley black and decker. i need your opinion. >> i think you hould. it is a reverse head and shoulders pattern, by the way. if people buy at home depot or

lowe's, they should be buying stanley black & decker. let's go to calvin in massachusetts. calvin? >> hello, cramer and the crew. thanks for ll you do. >> what is happening? >> i'm calling from massachusetts, the birthplace of basketball. i currently hold a position in a company that reached an amount of $150 million public offering of its common stock at $15 per share. should i hold, buy, or sell? my stock is ctrx, that is catalyst pharmaceutical. >> i do not know catalyst, so i have got to do some work. let's go to work in pennsylvania. eric? >> so, first of all, i am a long time fan of your show. i have two dvds, and i am wearing the "mad money" t- shirt. this guy has game, swag, and everything. how can i help you? >> so, i was wondering, what

american airlines set to go down with the earnings, should i buy, hold? stocks have been stuck at this level for some time. and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by charles schwab. >> trading at schlaht is powered by ameritrade. sharpening skills with tailored education. education. get an expanding libraryu can sd less time searching and more time learning. trade brilliantly with schwab.

maybe it is not that the magnificent seven is all of that. what if it is more like the original film, where the villagers don't have all that much going for them, making this seven magnificent by comparison? every morning, when i try to figure out what i want to talk about, i realize all we really want to do is talk about the seven. they are an endless source of entertainment, excitement, versus everything else. they had a compelling piece of data from a major trucking company, jb hunt, that we just profiled. it looks like they are putting business containers on trade. 6% this past quarter, and 8% in the month of december. taken by itself, there could be a sign that there is more commerce coming back. and even worse, it might frighten the federal reserve into keeping interest rates higher. what jb hunt told us is very important, which is why i

covered it earlier, but it is not exactly eli wollack taking on the seven. meanwhile, apple's vision pro goes on sale today, and what could be more exciting than a foil loaded, $135 item that is so compelling even google and netflix seem scared of it to the friend -- to the point where they won't make their apps available on the app store? i believe in the vision pro, but it is hard to believe that today's orders were very strong as you can't get one for more than a month now. you can't! that is an eye grabbing story. but, you know, well, what can i say? do we want to talk about ford? i saw ford is pivoting making fewer electric vehicles, cutting production for the once much sought after for the lightning. the reason for its old-school

vehicles are selling well is that there electric vehicles have lost their luster, which is bad news long-term given how much they have invested in their business. for to do better now and is selling cars with bigger margins, and the ranger, they make more on the bronco, but you really care, if they are up by 60 bucks. and then, we have a very important talent piece about how it is tracking well for microsoft better than expected. it is all an approach to ai. and of course, all the excitement for the copilot at the enterprise level. stocks soared almost five dollars per response. then you can have a boring discussion, how disappointing morgan stanley's quarter was and how hard it will be for them to raise their markets. they meet more stock issues, but that is not out to them. cutting numbers, cutting price targets, cutting, cutting, cutting. but then, the platform is responding to 3000 -- no! 35,000! and when i read it, i did think it was a typo. they can't be buying 350,000. these are really high-end ones. they start at $40,000. and then they even have that

much ai. you can practically see them, 350,000. periodically, there is something worth noting. chipotle got a lift, but chipotle stock trades at nearly 50 times earnings, more expensive than any of the mag seven except for tesla. slightly than expected quarter despite lower loyal prices. do you really want to buy the stock of sop more than any of the semiconductor names? both pushed by different. most people don't want that non- mag seven exposure. why? it is too boring, or to commodity related, to noshes to the fed. in the end, it is not the pull of the magnificent seven. it is the fall of the other

493! and their inability to separate themselves from each other and the actions from the fed. there are two neighborhoods in this market. one deserves to be called magnificent, and the other is just a darn handful of houses that don't make a ton of sense to purchase, or sadly right now, even rent. i like to say there is always a market somewhere last call starts right now. i am jim cramer. >> on last call, a surgeon economic optimism, are americans buying into the economics? >> did customers jump ship. >> more midair mayhem for boeing, and an engine engulfed in flames over miami. and putting the brakes on dvds, which he finally came on electric ambitions. sports illustrated swansong, the iconic publication finally is throwing in the towel,

talking to the ceo