trade at an all-time low and nvidia, i would not buy it >> i love danny moses, i love the big short, but i have to tell you, jeremy strong of the handsome vincent daniel sticks out to me. lockheed martin, tyler, and thank you for >> mad money starts now. >> hey, i am cramer, welcome to mad money. i am just trying to help you make a little money. my job is not just to entertain, but to explain. call me or tweet me, @jimcramer. the seven have spoken, and now we are done. now that we have heard from

nvidia from every one of the magnificent seven have reported and it is time to grade them. plenty of earnings to go around. dow advancing 48 points for the nasdaq of course dipping 42%. but we have to decide which companies might be pretenders. let's start with nvidia. another monster quarter. high-powered artificial intelligence chips. $24 billion in revenue. accelerated computing and generative ai have hit the tipping point with demand surging worldwide. lots of people were buried supply would outstrip demand. it was just the opposite. as i told you last night, you can think of jensen want as the taylor swift of business.

a true powerhouse in name. [ indiscernible ] overall, i think the magnificent seven data equip themselves well. some of these companies against report cards. the trillionaire that is amazon, is a company that had a slowdown story. not this quarter. go to the head of the class, amazon. a ton of high-cost talent at headquarters while figuring out how to get your packages faster and cheaper to you. fewer people, plus quicker, less expensive delivery man's a gross margin bonanza. meanwhile, amazon fired its web services, back and double digits. thank you to jeff bezos granting a 50 million shares sell program. great call. how about meta?

this will be the coroner that mark zuckerberg became cool. i know. kind of inconceivable. [ indiscernible ] have you been in the new three vr headset which is like jack irby's fourth world, yes, that cool. [ indiscernible ] $100 billion evaluation on whatsapp even without fees. we realize that advertising is for everyone. you can only do that online with the right technology. one word, inference. instagram is the king of inference. hence the bill they must pay to get the job done. summa. [ indiscernible ] we would have scored summa if we haven't heard mixed news about copilot. five-star breakout ranking. i am not sure what to make of

the responses of late, copilot. given that i think it is incredibly easy to use, but maybe i am an outlier. business is so high. smoking hot. they don't need to worry about this one. just like windows became the enterprise god sent to apple's early dominance with the consumer, i am betting copilot will eventually become the ai gold standard. we know this because cfo amy who is so good, but a stake in the ground and told us people love the product. if there is a tussle about how well it is being received, she is a straight shooter and she has got the numbers. who else? well, apple didn't get the highest honors, no. but it deserves a post earnings regrading in its stock. [ indiscernible ] continuing to rack up excellent service revenues. we have seen a pickup in somethings selling in china, but don't get too excited. what people do not understand, what they will continue to miss is apples vision pros.

it is expensive, it is boutique, it doesn't move the needle. only doctors will buy it, the headset hurts, how do you work it anyway? to which i say, have you tried one? yeah, i figured. open your mind to what it would look like, [ indiscernible ] real life. that is the vision pro. [ indiscernible ] apple plus and hulu, the other streaming services are going to fold because they will end up being too much. who knows if one day you can call up the new apple sports app free and press buttons for the big miami mls game and be blown away. [ indiscernible ] hard-to-find availability. i thought that was in the commands. so, will it be the biggest thing? no, but it is in the right

direction. still, apple is only an honorable mention. why? china is not so hot. [ indiscernible ] and the prc weakness [ indiscernible ] still, i say own it, don't trade it. but in terms of magnificent seven, it was in the middle of the pack. [ indiscernible ] hit some sort of wall and the whole company is numbers [ indiscernible ] . this time, google cloud got its mojo back, but the far more important advertising business was a retail nightmare. >> a house of pain. let's talk about hitting a wall. this was nasty. advertising was very strong for amazon and meta. maybe google isn't as useful as it used to be. an enigma. the soft quarter gives alphabet a real general study is grade. [ indiscernible ] i would like to get more positive, but that would be hard to do when youtube and search are both advertising baits. nothing big enough to make up for that, even if gemini is a hit.

i actually found it depressing. last but not least, tesla, which by the way is nowhere near the trillion dollar mark anymore, to the point where it weighs in -- anyway, oddly, i want to hold back judgment for tesla. with the new model coming out, i hope we don't get a dreaded gap year from tesla. [ indiscernible ] i am not giving it out freely. to elon musk. jensen want is the brightest, but is never confused with taylor swift. i don't like basing anything on a single quarter. even andy, the toughest, meanest business person i ever met. [ indiscernible ] here is the bottom line. to me, a larger vision is what is required. too bad, make or break is all we ever heard during earnings season. [ indiscernible ] nobody has ever made, at least among the real winners. the good guys are always ready to play, and one day it just

does not matter that much. john in florida, john? let's thank you for taking my call, jen. i have got a two part question. [ indiscernible ] where do you put it? is it a pharma company or something else? they also missed their last quarter earnings pretty substantially, what are your thoughts going forward? >> you know, that was a miss, and it did bum me out, because it is a healthcare company for animals, both livestock, but just companion animals, and it is a great company. i think it was a one-off, i think it is a good stop. let's go to bob in new york, bob? >> yes, jim. this is bob from new york, and first of all, i want to thank you for taking my call. i want to know what you think about the stock micron technology. >> okay, m you -- i like to

type with an open hand. i think son jake is one of the greats in the business. when you said it was bottom, before the turn in the actual business, i was actually more foolish. i told him that you've got to get more bullets. i told him i knew it better than he did. that was point hubris and wrong. but anyway, i was right. yes, i say when it comes to apple and when it comes to nvidia, just in case you didn't know, own it, don't trade it. [ indiscernible ] even though that is very hard to find. too bad this make or break stuff is what we hear because there are no breaks and there are no meeks. [ indiscernible ] home depot. [ indiscernible ] a very important company, i am breaking down the numbers and realizing it is not make or break. then we have a make or break a real investment trust. [ indiscernible ] you know what, i need a break from the

make or break, because what really matters is finding great companies and owning them, stay with cramer. let's [ music ] the first time you connected your godaddy website and your store was also the first time you realized... well, we can do anything. cheesecake cookies? the chookie! manage all your sales from one place with a partner that always puts you first. (we did it) start today at godaddy.com it's time. yes, the time has come for a fresh approach to dog food. everyday, more dog people are deciding it's time

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plus, ask how to get up to a $1000 prepaid card with a qualifying internet package. don't wait, call and switch today! >> i have been watching this eyecare company ever since they brought in one of our favorite healthcare executives, as the new chair and ceo.

at first, stock jumped from 60 into the low 20s. then we got some spotty results for some supply-chain problems. [ indiscernible ] today, they caught fire, jumping 14%, a clean top and bottom line. clean and terrific results across all three of the divisions. vision care, pharmaceuticals, and surgical. [ indiscernible ] so, as the turnaround arrived, let's take a close look with the chairman and ceo to find out more. welcome back to mad money. >> thanks for having me, good to see you. >> good to see you, i'm glad there isn't anything wrong with your eyes. that is not the focus of the interview. the focus is this seems to be the year not of investment, but the year of innovation, and yes indeed, earnings quote. it is a big change, isn't it? >> it is, and yes, i had soldier -- shoulder surgery just a few days ago, but super

excited about our future and hard work we have done in the last year that i have been here and optimism i have for the future of our company. >> one of the things i love about you is you are a definitive operator. your operations, you had to take over what i think with some -- you call them an adopted pet business basically that you got, i think it may turn up being one of the biggest eye franchises in the world. >> yeah, you are exactly right. look, when i arrived at bausch + lomb almost exactly a year ago, we just didn't have the capabilities, process, we had too much bureaucracy, so we have really spent the last year rebuilding our management, bringing in great, new people, promoting existing great people, and really focusing on becoming competitive once again. and you know, most of that heavy lifting is behind us, not all of it, but you are right, one of the products we brought in just a few months ago came in with some damage and our team

really in the fourth quarter, the first full quarter we had it, did an outstanding job getting it back to stabilizing and prime for growth in 2024. >> there are doctors who told me this is literally a huge part of their practice, writing scripts, tell us what it is for dry eyes. i think a lot of people aren't familiar with exactly how prevalent this is and how much work needs to be done to keep it so that people's eyes are not dry. >> yeah, you are exactly right. about 40 million americans suffer from dry eye, and the epidemiology here has two components. there is inflammatory part of dry eye and there is an evaporative part of dry eye. a lot of the prevalence is driven by environmental factors, as well as biological factors, so think of screen time and how much time you're spending on screens or pollution and all those types of things. we actually have two drugs, and that is why we did the

acquisition. we have a new drug we are launching, and that is the only drug approved for evaporative dry eye. and then we have the other, the market leader now, for inflammatory dry eye. so, we have this one-two punch. we are the only company in the category that can go out and talk about the complete disease spectrum with our customers, and really, i think we are primed -- we are the leader today, but we have only established -- we have so much more we can do to drive further growth and leadership for several -- 10+ years ahead. a really long runway here. >> i think all the analysts are enamored, as am i, of these new product you have got quite a list, growth and all key franchises. i want to go back to something that is very basic. i think you are taking share in something i use every single morning. because the numbers are too big for me to think you are actually losing share or just kind of done at all on points. this looks to me it is being done on revenues.

>> you are exactly right, you hit the nail on the head. you know, in '21 and '22, we took more price and volume, and when i came in a year ago, we focused on really executing at our customer level, and what was so rewarding about our performance in 2023 was the quality of the beats. it is mainly volume, even in solutions, a category that many people don't focus on. contact lenses, surgical equipment, everything was about volume and driving more customers to use our products. >> now, tell me about -- i'm going to give you three of them. our viewers know about luma five, but those are showing some levels of growth that i think demonstrate you are a young company, a young 170-year- old company. >> that's exactly right, i actually put it in before this interview so i would look good for you. [ laughter ] but you are right, infuse is our daily sky high,

we are launching it around the world and we are launching different modalities. so, we have the standard lens, we are launching the multifoca , we have a multifocal coming. the corridor for the year, it was our fastest-growing product around the world, growing 45+ percent, so really strong growth. when you look at contact lenses for us, the market has probably around seven or 8%, and if you are just some things out, and some self-inflicted wounds out around distribution, we grew about 9%. so, definitely taking share, the bulk of that is coming from our lens, i actually wear as well, i am a customer. it is truly terrific. my biggest issue is it is so comfortable, i fall asleep and it and i forgot to take it out. >> you and me both, i was on an airplane the other day and i forgot that i had them in. brent saunders, when i saw you

in january at the j.p. morgan conference, i was concerned that perhaps you would have to spend more money than i would like. i think you are reaping the gains of what you did in 2023. this could be a good year for you, couldn't it? >> it is. we put out guidance. we grew 12% on a constant currency basis in 2023. our industry as a whole grows five, 6%. so, double industry growth. and we just guided for 12 to 14% growth in '24. we are going to do multiple years of more than double industry growth, that is the beginning of a real momentum and a real sign of a turnaround. >> and that's what we are all used to seen for brent saunders. congratulations on a great quarter, i think it is beginning now. and i hope your shoulder gets better fast. >> thank you so much. >> brent saunders, chairman and ceo of brent saunders. thank you for coming on and we will talk to you soon. >> [ music ]

coming up, home depot slipped after earnings, but is it too early to take a hammer to the stock customer? cramer next. >> [ music ]

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icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. >> [ music ] those numbers yesterday from home depot, here is a stock that has had a nice run. more than 30% from its lowest in mid-october. most of those gains coming

after the company delivered a really okay quarterback in november. since then, gaining ground while street bets and interest rates lower. lower mortgage rates are good for the home improvement space. [ indiscernible ] mortgage rates at 7% this morning. did it just not live up to the hype when it reported yesterday? hard to say. [ indiscernible ] opening down less than 2% when regular trading started. finishing up $.22, crazy trade but not great, but certainly not bad either. even though the corridor wasn't decisive, there is always a lot to learn from home depot, which is why i want to walk you through the aisles to get it right. first, home depot delivered better than feared bts headline numbers. sales were down 3.5%, sounds bad, right? [ indiscernible ] net sales were down 2.9%, again not good. but while street was looking for a larger decline. home depot earnings shrink by 15% each year. [ indiscernible ] better than

feared. it was altogether an okay corner capping off an okay year. 2023 was the year of moderation from home depot. we turned to the counter of 2024, what really matters is the guidance, so how did that look customer again, it was just okay. home depot is talking about 1% revenue growth for the full year. and they said to expect sales to decline by 1%. [ indiscernible ] but on the other hand, they are forecasting a substantially higher growth margin. although not even to generate a better-than-expected format your earnings outlook, which was disappointing to me. that's called a minor shortfall. put it all together and you can understand. the bots acted to the earnings release. they saw the guidance for what it was. they are appropriately concerned now. [ indiscernible ] that's too dangerous, not the way they do things at home depot.

[ indiscernible ] did do something i think that is more important than anything. it raised by 7.7%. translates to 2.5% yield. that is a classic sign of confidence we look for. you want to know what is really going on here, [ indiscernible ] one of the first things that stood out to me was decker's candid comments about the company's inventory position. decker said home depot entered 2023 with more inventory than it would have preferred. but then said they worked throughout the year to improve inventory productivity while improving the highest in stock and on shelf availability rates since the pandemic i guess. and now the company says "feels very good about our inventory position heading into 2024." that is true. [ indiscernible ] need to heavily discount that stuff to get it off the shelves before you can bring in another product that might sell better, including gardening equipment. it should have a much better

time going forward. and that is why the stock is here and not here, okay? that is the difference. decker also explained that the company invested $1 billion in improved wages for front-line employees last year with a goal of improving customer service. [ indiscernible ] cut fixed costs out of the business. $500 million [ indiscernible ] that is amazing. [ indiscernible ] what they are doing to improve the chance brett m prater pro-business where they supply contractors and other professional builders. that includes acquisition of construction resources last december. home depot will also be rolling out new offerings. meaning contractors with more specialized needs. while company sales were largely in line with expectations, they took from core commodity inflation. [ indiscernible ] during the fourth quarter, pro and diy, do- it-yourself customer performance [ indiscernible ] this is important. the big story on the do it

yourself site right now is softness in certain big-ticket discretionary type purchases. "customers continue to take on smaller projects while still different larger projects." i thought that was going to kill the stock, but it didn't. that is a very positive sign. that is what we usually expect given that we have got larger interest rates. [ indiscernible ] there was some optimism this could change, too. during the q&a, asked if there were any signs of life. decker hit that one out of the park. he said there is loads of life in the sector and added that consumers are healthy and engaged, albeit smaller projects. home depot is still navigating a tricky inflationary environment. [ indiscernible ] impacted their average price by 35 basis points last quarter, that is a lot for a chain. [ indiscernible ] experienced the most stable pricing level during the quarter in some time. i am calling that positive. now, overnight, most of the analysts published their reactions to the corridor, and

they were a mixed bag. hsbc actually downgraded home depot from holt reduced, meaning cell. setting poor sales momentum. [ indiscernible ] that person better hope this stop goes back here, otherwise they're never going to be able to get on the bandwagon. most reactions of the quarter were more positive. especially as the year goes on. maybe we that is why the stock is only a couple of points from its high, and 90 points from its low. where do i come down? look, there has been a lot of noise in industry with while street waking up to the fact that we maybe won't get many rate cuts this year if we even get any at all, which seems like a possibility that dawned on people this afternoon. but after this adjustment period i think rachel had lower, and that is a positive for anything housing related, including home depot. [ indiscernible ] ahead of the spring planting season. [ indiscernible ] the gardening business. [ indiscernible ] they liberally gave a conservative forecast.

which makes the stocks of elevation feel more justifiable. [ indiscernible ] why it s so close to the high for the year. here's the bottom line, sure, the quarter wasn't great. the commentary i found encouraging, which is why i am willing to be patient and hold onto home depot. remember, you can't wait, you have to get in ahead of time or you will miss the move. the inventory position tells me this is the right time to stick with them, and if it comes in, to do some quality buying. we will go to matthew in massachusetts. >> this is kristin, matthew's mother. hi. thank you. >> hi, jim, i was just wondering, how do you think bob will stock will react around tino and where do you think they will go in the future? >> here is the deal with alibaba. right now, the chinese government is cracking down on actual sellers.

there really putting a lot of the this weekend was cracking down on sellers at the open and close. they're doing everything they can to make sure the selling drives up. unfortunately, the businesses really determine the stock price, but alibaba is one of the few that i think is going to do well. so, young man, i think you are doing fine and thank you for calling in on the show. let's go to trevor in kentucky. trevor? >>, jim, quick shout out to the university of kentucky student font. my question is with the upcoming healthcare spinoff, what are your thoughts on 3m? >> university stop i have been there, absolutely fabulous, lexington, fantastic place. too many people go to louisville, not lexington. i think you are in good shape with that one after the spinoff, but we got to see whether they have got all of the lawsuits behind them. i am not recommending stocks in the big lawsuits and that includes 3m and johnson & johnson. phil in florida, phil? let's say, jim, thank you for

taking my call and sharing your knowledge. i tried to make the call daily and appreciate your insight. thank you. so, what's going on? >> i bought two food production stocks, something that you see in the grocery stores every day on a dip and one seems to have risen slightly, but i was curious about what you think, you recommend, hold or sell, tyson and for mel. >> tyson is bottom, and i think one of the reasons is because you need protein. if you take these new drugs. but hormel is harder but it is processed food and protein, and i have got to do more digging. right now, i don't think i would see a bottom in that stock, but thank you for the call and thank you for watching. home depot's management commentary tells me this is the right time to stick with them, and if the stock comes down, bye, bye, bye. [ indiscernible ] is the

dividend going to grow? let's get the latest with the c.o.o. speaking of retail, the top takeaways of my huge conversation with doug mcmillan. the lightning round. stay with cramer. >> [ music ] - so this is pickleball? - pickle! ah, these guys are intense. with e*trade from morgan stanley, we're ready for whatever gets served up. dude, you gotta work on your trash talk. i'd rather work on saving for retirement. or college, since you like to get schooled. that's a pretty good burn, right?

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but they also are consistent last night, the company reported basically [ indiscernible ] keep in mind, [ indiscernible ] the 5.8% dividend paid monthly. but could there be some more to it? maybe some capital gains? let's check in with roy, the president and ceo to get a better read. welcome back to mad money. >> thank you, jim. >> okay, let's get it straight, when i read through your corridor, it seems like you are guiding me ever so subtly to thinking there could be more appreciation than just from the distribution, correct? >> that is correct, jim. i think we have set up 2024 to take into account the volatility we will be seeing in the market, but with the spirit acquisition, reliance on the capital markets is going to be very minimal, delivering 10% of total operating return to our

shareholders. >> that would be terrific, just great. one thing i want to get off right at the top, there are people who say, jim, why do you bring on these commercial real estate people? we have got people like barry, well-known gentlemen, talked about $1 trillion in losses. not all commercial real estate is the same, correct? >> that is absolutely correct. i think what's getting conflated is what's happening within office and perhaps some regional mall space that is going through a transformation as well. most of real estate is doing just fine, including the asset types that we have invested in, which is retail, industrial, data centers, and gaming. >> all right, so how can we be sure and a year where i will sit down with the cl of walgreens or cvs and they're telling me they have to close stores, how can we be sure that those very solvent companies are going to have to close properties that you own? >> you know, first and

foremost, we are in very long- term leases with both of those names, walgreens and cvs. the fact they are going through a real estate routes generalization, that is good for the business, it is good for the competitive business longer-term, and these are companies that have continued to manifest themselves in different ways. they are no longer the pharmacy only that we think of when we think of walgreens and cvs, they are starting to provide healthcare services out of these locations. so, it is almost expected that, you know, the closing of some of these stores will show how they are going to incorporate these new strategies into the brick and mortar stores. >> can you conceive you would have some tenants that might want to be involved if a cvs or walgreens closes stores? and good areas, i'm sure there are other companies that want to move in. >> absolutely.

you know, these are very well known stores, as you know. and the alternative talent list is long to be able to come in and occupy these stores, but i want to make the point that, you know, a lot of these headline numbers around store closes, et cetera what impact, but won't impact us as much as these headline numbers would indicate. but even if they do decide to close out a particular store, the alternative list happens to be long. >> okay, good, i am showing some things from your deck, which show a rite aid. i get worried about a rite aid. i get worried about walgreens, but it sounds like -- you always have to be concerned, but these could end up being opportunities for you, particularly if the leases were been in a long time ago at much lower rates. >> they re. and you know, we have been around for north of 54 years as a company, 29 of which being as a public company, and so, some of these relationships we have

are very old. rite aid is one that you mentioned. the first lease we did with them was in 2001, 2002 timeframe. so, i think, look, that is the benefit of being a $65 billion company, very diversified, and you know, even the rite aid situation, which is going through a bankruptcy currently, will have minimal impact on the overall [ indiscernible ] >> was an article that talked about how red lobster is struggling. i know you have got a bunch of red lobsters. are there restaurants that may want to take that space if they do have to do some training of their properties? >> yes, because once again, those are well located stores. red lobster is going through a transformation, it is still the largest seafood quick service restaurant that there is, with over 700 locations. and you know, trying to find the right mix, the right price

point, the right advertising budget, those are things that they are struggling with right now, and once all of that settles out, i do think it will be a great concern. maybe not in its current form, but it should be just fine. in the event that we do get some of our assets back, given the locations that they have, given the size of these buildings, we do believe there will be again plenty of alternative talents who would be willing to come in and step into these locations. and the other thing we can always do is reposition the is to something that is outside of the quick service concept as well. so, we are not worried. >> and spirit, you had a couple quarters almost under your belt. everything you thought? >> everything we thought. we did close on it on january 23rd, we did announce it end of october, jim, just like you mentioned. and now that we have had it for about four or five weeks, we are very happy with the portfolio. we do think there remains some upside in this acquisition, which we hope to talk to in a

couple of quarters. >> to me, it sounds like business as usual, we got to all the points i care about and sounds like i like it as much as i always have. monthly income is for me. roy is the president and ceo of realty income. that is a letter o. good to see you. >> very nice to see you as well, thank you for having me. >> mad money is back after the break. >> coming up, cramer takes your calls and the sky is the limit. it is a fast fire and lightning round, next. >> music ♪ ♪ every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provide health care virtually anywhere? we can help with that. is it possible to use predictive monitoring

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>> lightning round is sponsored by charles schwab, trade brilliantly. >> it is time.

[ indiscernible ] and then the lightning round is over, are you ready? start with tom in new jersey, tom? >> hey, jimmy, tommy from lafayette, new jersey, how are you, buddy question >> i am doing well, how about you? >> great. my question for you is with disney restoring their management, the old management, i should say, s there room for this stock to run out? >> [ indiscernible ] kind of blow your mind, yes, our annual meeting club convention, right now all i can say is we own the stock to the travel trust and stay tuned. let's go to michael in massachusetts, michael? >> [ indiscernible ] your mad money show helps educate everyone at home about stocks.

>> thank you very much, that is the plan. >> jim, my stock is lunar. i've got to say, [ indiscernible ] spacex and nasa. they have a five-year contract with nasa to put america back on the moon since 1962. >> yeah, i have to tell you, i don't know the company well enough. i will do some work but you know what is going to happen? we are going to have to huddle on this one. i know that then knows it cold. let's go to gabe in illinois. >> dr. cramer, [ indiscernible ] my good man friend. >> indeed, and don't forget tony, arrived to tony. my wife has a sense of humor, doesn't she? >> jim, in the cloud security space, we would all agree that palo alto networks [ indiscernible ] , although somewhat have some doubts based on yesterday's earning report.

on your dutifully executed ceo interview. among other players in this space, however, i see [ indiscernible ] standing out, how do you see it? >> dave, as always, you are right. [ indiscernible ] the particular niche they have in zero trust, they are the best. it is a good one to buy, it is down now. [ indiscernible ] dave once again brings a level of wisdom and patience to the product, as i call it, and i think he is right. let's go to jimmy in new york. jimmy? >> cramer, thank you for taking my call, i watch your show all the time. what is your take on super microcomputers? >> jimmy, get this. as my mom would say, jimmy, this one is just too hard, i am now willing to say it but i am point blank willing to say that this one is make or break. this one is just too hard for me. [ indiscernible ] it went to

1000 and 600. [ indiscernible ] i used to be an auctioneer. sold to those who don't know what they're doing for $600. let's go to jack in virginia. jack? >> hey, jim, i have got to give you a wednesday boo yah. >> what's up? >> i am a young investor, jim, but i just want to say thank you, you have been helping my family for years, you have been helping me for years now, i can't thank you enough for coming in and working hard and doing the show every day. >> i've got to get up really early tomorrow. i can't wait to parcel the nvidia notes. let's go to work. >> i got to know, people have been asking you, is your engine revving or stalling for ford motor company? >> i was in my maverick the other day, sitting there in the garage, not doing much of anything, but at least by the way, i did have the garage door open, i am not like that. the court installed, what can i say? that is the best word i can

come up with, is stall. so, what do i think? no, you know, stop. let's go to tom in virginia. tom? >> thanks, jim, appreciate your thoughts on unity software. >> oh, so this one, i know as had problems and problems and problems. i can't recommend it until it is making money, i am sorry, even though i like the product. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, the lessons from walmart's recent evolution. stay modern in a market gone mad. next. next. >> [ music ] trading at schwab is now powered by ameritrade, giving traders even more ways to sharpen their skills

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from a host of stores that needed help but were too small to place the orders on their own. he was like a mini mckesson. helping smaller farmers. he gets the same deals as a walgreens or a cvs. these independent drugstores go right to pfizer and middlemen. pops business cater to stores but also general merchant. the one that mostly closed, the

accoutrements you need to go out to dinner. business was never all that good although it beat selling gabardine trousers out of the back of a station wagon. two of my dad's pre-jobber travails. these customers were loyal and they like that he brought them as much product as possible and then started schlepping around with all sorts of tape and paper boxes and making spot deliveries to keep retailers on jammed weekends. nobody brought it back to the story in those days. and then one day 33 years ago, my father's business was destroyed, or at least he knew -- you see, walmart came to town. in the heart of one of my dad's best areas. he went to walmart when it opened and he told me that his clients were finished because walmart carried everything they did and the same quality at a much lower price. so hello that they cannot compete. they cannot compete with someone selling goods for lower than the price my dad's customers were paying to their suppliers. it was game over for the men's store in the department stores

that dot our landscape. i thought he was a defeatist, but you know what, he was dead right. and that walmart disrupted everything. just try to find a small ladies where place these days. there are a couple, mostly high and though. about my dad had boxes upon boxes of receipts from customers that folded up and disappeared overnight. walmart had a field to itself until any company can along without a physical presence, amazon. as it got bigger destroyed everyone else that was left except the biggest most powerful retailers, like walmart. walmart did not seem to know what it was doing and learn from it. they hired a computer scientist and developed an app that was not even in the same ballpark and watched as the business slipped. the price alone could no longer win. convenience and price was amazon's ticket. but mcmillan was not one to lie down and take it.

he persisted in pivoting and using computer scientists to figure out what people wanted. he found suppliers to advertise on it. now yesterday we found the payoff. walmart has all the best of companies out there including amazon. and has the arketing clout for many items and the biggest crusher in the country right in its stores, something amazon struggles with today. there is so much advertising, more than $3 billion. they just bought visio because it has so much advertising demand hand it will be fantastic. walmart is back on top going head to head with amazon and winning. and get this, it is a place that i and my daughters love to shop at. the moral, if walmart knew what the customer wanted they could have just been roadkill like all the other small businesses that my dad use to pivot two. in deciding to go after restaurants, getting the silly

unnamed doggie bags. pops knew that philadelphians were always willing to take leftovers home. in a few short years he was crushing and never lacked for customers because as he would tell you, walmart will never wreck the restaurant business. good calls all around. just for you on mad money, see you tomorrow "last call" starts now. right now on "last call", the nvidia ceo speaking exclusively to cnbc just before the blowout quarter. you will hear it right here. if you think nvidia stocks have been on a tear, wait until you see what is happening to real estate around their headquarters, plus an ominous sign? the market is doing something that has not been seen since 1931. yes, 1931. why investors are hitting the sell button right now and deal time, yet another oil merger announced, th o