not going on any other shows on cnbc except "fast money." silver has been under performing gold, slv. >> i like eww for on shoring and near shoring into mexico. >> jet blue, back to that level where we saw that carl icahn headline. >> thanks like. >> "mad money" with jim cramer starts right now. >> my mission is simple -- to make you money. i'm here to the level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey i'm cramer. welcome to "mad money". welcome to america. other people want to make friends, i'm just trying to make you a little money. my job not just to entertain you but to put this thing in context. why don't you call me, tweet me at jim cramer. how big is ai?

this technological revolution is present all barriers, even potentially becoming the heart of our national security apparatus. we could be like ostriches if our hands in the sand if we don't address it hereon that money. i think eventually it could be the key to making the biggest amount of money over the next half decade that we can do, not just the next week, or next month, or quarter, as the professional bubble bursters and all their negativity keep cleaning, and they are all rallying, it drives me crazy. so on a day when the averages regrouped after a couple of days of pain, the dell up 86, 5.1%, nasdaq up, why don't we just spell out the stakes here? so you know what i'm really thinking? first one of the few tech stocks has been able to hold his head up this week because it has the cards, the graphics processing units or gpu cards. each and video semi-run much faster than any other with the

sole exception of amd, which is their real competitor. the next generation will far exceed what amd currently has plus it's learning software that make it the preferred thinking for generative a i. it really is the exceptional thing they've got going. the new stock is turned into a rocketship, precisely because it's already making so much money off these chips. many were saying that they almost have a monopoly on this category of the highest howard gpus. we just don't know how long it will play or someone else to play catch-up. this monopoly is born from years of blood, sweat and tears shed by its ceo and his team, not with the short-term brainstorms that critics will have you believe, and it's paying the next ordinary ways. i remember no one else listened. take yesterday. just when you might have thought was nvidia was going to finally rollover with the rest of tech, the company presented a healthcare reading, healthcare, standard computing science is only a real small part of the nvidia universe. there is authors. yes, nvidia is in the tesla.

there is factories, trillions of dollars in business, banks, a vertical where fraud can be detected incredibly quickly by nvidia led devices. and there's sovereign ai. the end markets are practically limitless. and of course the biggest increase now has 40% of the company's business. what difference? the computer equivalent of mind reading, the kind of mind reading is undoes in order to figure out what you might want before you know what you want. when i first jeff simone he told me about waist, that's the first thing he brought up, how his graphics cards need to burn less heat. he didn't want waist. he's already made them much more efficient at this point but when you put thousands of these chips together they create a ton of waste heat. companies that use huge clusters of them need far more power than the grantmakers ever imagined that we would crier in our slowing the industrializing society. no one thought that one new

industry, degenerative ai industry would single-handedly drive up the need for power about 5% per year. that is gigantic, especially when you remember that the power generation business hadn't been growing in any appreciable way for decades. we've been moribund. think about what's going on here, the immense computing power needed to run all these ai enabled devices, the data centers and machines, stands at the heart of the current preindustrial revolution we are undergoing in this country. the sheer amount of data center construction that's going on explains why caterpillar stock has been such a force in the dow jones industrial average. it's why an old line industrial like cramer charitable trust faith eaten could be the top of companies with urgent demand for helping the power grid handle all this excess electricity. it's like an outfit like vertigo, dave cody chairman, which makes specialized cooling and i.t. infrastructure products for data center outperformed even the hottest stock indy 500 this year. it would've been number one but now we are headed for the real battleground, people. these data centers aren't just

parsed by software from salesforce or service now and they actively connect to the grid in places that have low energy cost. and for many, cheap energy isn't enough. it's got to be clean, too. right now there is a furious race among the power induration utilities to meet this new demand for clean power and phase out dirty coal. that's why constellation energy, nuclear company with wind is up 54% this year. the big data players, amazon, microsoft, alphabet, apple, they want to be carbon neutral based on what epa emissions. they have no emissions from their own assets and no emissions from the electric provider, either. in other words, utilities run their business, they need to go solar, go indoor go nuclear and they definitely need to not have any coal. the result, a bursting renewable, sustained power that's pushing some of the best winners of the moment. like that effort we had on the other night with the energy that helps make commercial solar panels more efficient. look at this eaten. parker hannifin went to see them, holy cow, they are

roaring for the same reason, old-line industrials that have a hand in building this stuff. they were very visionary and the industrialization of midwest, i've got to tell you, we just don't talk enough about positive but i try to change that in this show. i get this one. i spent some time with ge for nova today. that's going to be the gold standard in wind in a couple months. people are lukewarm about ge's power business, long considered the worst part of the company, but just as i became a believer in a proselytizer for ge healthcare for its best in show mri we own for the charitable trust, i'm coming around for ge as a major player thanks to this artificial intelligence field green energy buildout. i like what they had to say. so much data centers need for power that the intermittent alternative energy plays into solar can handle it all. nuclear is actually the only really consistent source of clean power but it's insanely difficult to build a nuclear plant although they did start to see some success building

equivalent of cookie-cutter kind of nukes in canada, small form factories. so you end up needing natural gas, though, and the natural gas companies like enbridge which runs the largest network of natural gas transmission pipelines, and we have them on tonight, is buying into this, buying assets that will put them at the forefront of this bridge fuel. it's cleaner than coal and cheaper than anything other than coal. not carbon free but better than letting the data centers overseas. such as the battleground of our own power grid. it's also about the property. right now nvidia, amd make the gpus that you need to run this technology but your designers, the actual capital needed to make all this stuff involves land research, applied materials, kla, s&l and most importantly uber manufacturer that is taiwan semiconductor. the chips are made in taiwan.'s taiwan semiconductor is tough but there are very tricky things at work that we have to talk about. our government is doing its level best to try to keep china from getting our latest and greatest e-commerce department says directly the other day, amd, those chips might be too

good for china. the government, they really think too fast but the government says they need to dump them down a little. last year nvidia was blocked from selling the chinese it's best chips because of national security. right now you cannot do computing degenerative ai without nvidia's chips. how long can china stand by and do nothing if we own all the intellectual property behind these revolutionary technologies? is it a chokehold on all their ambitions or are they eventually going to start making their own pirated knockoffs? is it squelching visions of a stronger military using our own ai against us? either way, it's all coming together for what i call our nation-state companies, formerly part of the broken band that was the agnificent seven. i think if they can't get the system they want, the clean system, they'll just themselves so the bottom line here is this. the ai revolution is already pursuing some of the most invisible themes of all-time. we just need to look into the data center, the cloud, and harvest these incredible ideas while being mindful of the geopolitical issues that could

make this business vulnerable. the chinese just say we can't afford to fall this far behind the u.s. as a military power. zachary in new york, zachary. >> thanks for all you do, you're the goats. >> goats, like that. what's going on? >> i talk about a company that pretty much is a monopoly on supplying machines for semiconductors. i added to my position after fourth quarter earnings and spoke about the dependence on the advanced day i chips. with the stock closing at an all-time high today what's your opinion on asm? >> i will tell you i am in awe of a snl. i know that a lot of people chart and they think supermicro. they think nvidia. i don't know what to say. they're just an unbelievably good company. their machines are the size of a city bus. they are rigorous, so i like this gentleman. fine to stack.

eric in michigan? >> jim, how you doing today? >> just having a dynamite day, incredibly productive. >> let me just say monday through friday at 6:00 p.m. i don't miss your show. i thoroughly enjoyed them and we all are better investors because of you. >> thank you, buddy. see, i like his guy. >> i appreciate you as well. jim, i'm calling on general motors today. here is its stock and the sales have been through the roof for the last two years. they announced a major share buyback. we know the penalty box but hopefully that's up and running this year. is this stock going to ever go higher? >> maryborough is doing a terrific job and everyone is afraid that one day it's moving away and the chinese are going to beat you or from mexico and it's going to be the end of gm. i think gm is a great company. i think it's a buy right here. i wish it had a bigger yield. we owe four for the haritable

trust because we know they are the hybrid king but i want you to stick with general motors. yet revolution is already creating some of the most investable themes we've ever seen in our investing lives. we need to point to the cloud and harvest these incredible ideas. talking about incredible idea, fort street quarter of gap income so can this cyber firm safeguard your portfolio from threats? i've got the ceo. can pipeline expansions power the stock higher and help the ai grow faster? don't miss the company's top brass. a closer look at the 100 appreciating sectors. healthcare utilization, it's more interesting than you think. i'll prove it when i show you my hernia scars. maybe we'll save that. stay with cramer. >> don't miss a second of "mad money". follow at jim cramer on x. have a question? tweet cramer hashtag mad mentions. send jim an email to "mad money" at cnbc.com or give us a call at 1-800-743-fran one. miss something? head to med money.cnbc.com.

(vo) sail through the heart of historic cities and unforgettable scenery with viking. unpack once, and get closer to iconic landmarks, local life, and cultural treasures. because when you experience europe on a viking longship, you'll spend less time getting there and more time being there. viking. exploring the world in comfort. your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire

you can make money the hard way as a bullfighter matching your job description. or a human cannonball... or save money the easy way, with xfinity mobile. existing customers can get a free line of our most popular unlimited plan for a year! not only will you save hundreds but you'll also be joining millions who have connected to america's most reliable 5g network. sure is a lot safer than becoming a stuntman for money. get a free line of unlimited intro for a year when you buy one unlimited line. visit xfinitymobile.com today to learn more. her uncle's unhappy.

i'm sensing an underlying issue. it's t-mobile. it started when we got him under a new plan. but then they unexpectedly unraveled their "price lock" guarantee. which has made him, a bit... unruly. you called yourself the "un-carrier". you sing about "price lock" on those commercials. "the price lock, the price lock..." so, if you could change the price, change the name! it's not a lock, i know a lock. so how can we undo the damage? we could all unsubscribe and switch to xfinity. their connection is unreal. and we could all un-experience this whole session. okay, that's uncalled for.

look at this incredible move in the stock of crowdstrike, up more than 12% today. last night a terrific top and bottom line beat, better than expected guidance for the current quarter and the full fiscal year and it's now, i'm going to say it, feisty ceo george kurtz talked about seeing great orders and more importantly maybe winning business from competitors. no wonder the stock cut wire today. can he keep running? let's take a closer look at mr. curtis, president and ceo of crowdstrike. find out more about luke porter and welcome back to mad money. >> great to be here, jim. >> i had a kind of a chill when i got to meet your 12 paragraph, where you started to talk about cloud today, battleground for cybertek, generative ai, which we all love, right, is an adversary

force multiplier. i read that, i said that maybe the bad guys have jumped ahead of the good guys. is that going to happen? >> absolutely, jim. what we are seeing right now is the use of generative ai to really democratize some of the very esoteric techniques and attacks and make those techniques available to folks maybe that don't have the same sophistication and skill level. what we talked about in the earnings call is the ability to create more adversaries with lower skill levels by operating in a much higher skill level, leveraging generative ai. of course on the security side, we allow generative iai to help protect our customers so it's going to be the battle of ai in the future. >> we've got companies like united health, that i've had the privilege of interviewing with many times. this is one of the most sophisticated, best run companies in the world, george, and yet they have seemingly

been caught up in a hack that i would've thought would've been stopped or caught earlier. these are great companies can still get hacked. i'm sure they had systems. >> when you look at any ompany that's out there, we've talked about this before, it is so easy to become a victim and i always look at this as not leaning the victim but focusing on how determined the adversaries are. and almost any company is going to have an incident, you're going to have adversaries get in, and one of the things we really focused our efforts on, jim, as you know, many years coming on the show, is stopping the breach, not just stopping malware. you have to instrument your security for not only protecting against these systems but also protecting against identity, which what is an outstanding business for us as we call over 300 million in a rr, up dramatically quarter over quarter and year-over- year. >> you mentioned that because identity, they are also taking that crown or at least think they have that crown that it's so integral to try to get the

bad guys. you were just putting it in your platform, correct? >> we did and i think that's the beauty of the platform is with the single agent, single platform, single console, it's very easy for us to add new capabilities. when we think about identity, that's a broad term. we focus on identity protection. you have identity creators like astro and microsoft. you have identity aggregators like king auctor and you have companies like ours that are focused on identity protection. that's a critical element to having a full stack of a zero trust architecture and it served our customers really well. >> there were two issues that came up and i want to tackle them head-on because i don't want to be like him owns this palo alto for his charitable trust so he's not going to take anybody on at his charitable trust. i don't play that way, crowdstrike holdings, ubs, and is 50 here, morgan stanley, no spending fatigue. these are references to aurora, the ceo, and i know you think a great deal but he did use the term fatigue and it may have been misinterpreted, whatever. let's just describe whether you

are seeing any fatigue anywhere in the whole food chain of cybercrime and what people are trying to do to stop it 2 >> we are certainly not seeing fatigue and cybercrime. that's been more active than ever. and really i think there's a lot of fatigue in the companies that are saddled with legacy technologies and having to band- aid efren technologies together, and platforms. what customers are focused on, we are focused on delivering for them, is the right outcome, stopping breaches with a simple single platform that allows them to add capability seamlessly without multi-month implementations and without complexity. and you're seeing that in the results, and i think the numbers in q4 speak for themselves. and that is something, jim, we talk about overnight success. this has been in the making for many, many years, and i've talked to you, i've been in sales force and security and this is something we are delivering. >> a paragraph that i thought was pretty frightening, this is a when you had, an eight figure win in a fortune 100 business with a platform displaced five different products with recent breaches, costing them hundreds

of millions of dollars. this is going on and we don't even know it? >> there's a lot of costs associated with this and now with the s.e.c. disclosures you have a lot more of visibility. before that, you didn't necessarily. and when you look at how much it costs in ransomware, you're talking tens and tens of millions of dollars of single ransoms being paid . then you look at the cleanup comedy downtime, the impact. you look at the legal fees. you look at the lawsuits. immediately when this happens, you got all the lawyers that are about to read these class- action lawsuits. you put this in a bucket and you talk about hundreds of millions of dollars. >> this is just incredible to me and you've really been able to be the first person to explain exactly how horrendous this is for corporate america. this is another one that bothered me. winds from the quarter include a seven-figure deal with a mega cruise line using a next-gen

product that can never be fully deployed. upgrades and operations for disaster. who sells products like this? >> this is a challenging the security industry and that is one platform is not the same. you can create powerpoint's. i've always said i've never seen a powerpoint that was wrong, that looked the same, until you actually implement the product. something like crowdstrike falcon was built from the ground up to be easy to install, easy to deploy and easy to manage. we see this time and time again. people may try to buy something. they may think it's cheaper. it's not. free is not free. cheap is you get what you pay for and in this particular case you are talking about customers that had incidents, they had issues, and more importantly they had technology that couldn't deploy and operate. >> we collect trillions of threats signals, i think it's going to be maybe yearly, may be monthly, daily, trillions? i mean come on, if 10 get through we can destroy the banking system. i don't want to be over -- you know what i mean. if you're jpmorgan you can't afford to have one of these.

>> well there's a lot of companies out there just on the banking side, we protect 15 of the top 20 banks in the world. so when we think about the signals that we get from the industries, part of our whole goal in philosophy is the community immunity. we take as we build a data platform at falcon, we take signals, we understand what they look like we use our ai and generative ai atop all these massive data sets and then that is then continually learning and protecting our customers and that's the outcome you're looking for. >> i want to congratulate you. you are taking names, you are taking business and you're doing a remarkable job. as you said, you never missed, george kurtz is the cofounder, president and ceo of crowdstrike. i want everyone to read before you buy this. you will understand why i'm so excited about this ituation. think you, george, good to see you. "mad money" is back after a break. >> coming up, energy has its ups and downs, but can investors set their watches to this power players dividend? cramer's got the ceo, next.

nice to meet ya. my name is david. i've been a pharmacist for 44 years mainly because i just love helping people. as i got older, it was just a natural part of aging, i felt that my memory was beginning to decline and that's when i started looking for something that would help. when i first started taking prevagen, i noticed my memory was so much better. just stuff seemed to come together and fit like a jigsaw puzzle in my mind. prevagen. at stores everywhere without a prescription.

the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future where you grew a dream into a reality. the all new godaddy airo. put your business online in minutes with the power of ai. so this is pickleball? it's basically tennis for babies, but for adults. it should be called wiffle tennis. pickle! yeah, aw! whoo! ♪♪ these guys are intense. we got nothing to worry about. 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? got him. good game. thanks for coming to our clinic, first one's free.

♪ (upbeat music) ♪ ( ♪♪ ) constant contact's advanced automation lets you send the right message at the right time, every time. ( ♪♪ ) constant contact. helping the small stand tall.

like i mentioned at the top of the show, the demand for electricity is now increasing at a 5% annual clip, after years of going nowhere, thanks in large part to the energy trade, data centers, if you

want to make use of generative ai computing. in a world where demand for power is on the rise, we need natural gas, which brings me to enbridge, the canadian pipeline kingpin that leaves 20% of the gas used in the united states, not to mention the biggest business, which is 30% of the crude oil used in north america. that too is exporting. they're getting into the ships. enbridge pays you to wait for the natural gas resurgence with a dividend yield. this moment clearly someone over there feels the same way because they held an investor day today at new york stock exchange and it was a very exciting, exciting production. right before that event we got to speak to greg ethan, old friend of the show, president and ceo of enbridge. take a look >> it's great to have you for this full-day analyst meeting. i think people need o know your company better. i want to start with what our people want to know, which is huge dividend and a long history of pain one. why don't we start there and then we go about how that happens? >> it's a key part of the investor proposition.

29 years in a row of increasing the dividend. over the last five years we have paid shareholders $34 billion in dividends and over the next five years we will pay out approximately $40 billion in dividends. key part of the difference and you underlined that with four great business franchises and keep going forward. >> you make a very big acquisition with frankly a company that i've called troubled, where i know i think you got some great assets. what will that mean for you nd how far along are you with paying off these assets so that we can figure out your 2025 proposition? >> about 90% of that completely financed, which i think is important to get that done. we did most of that late last year and then we'll bring in the for utilities so you're talking about the dominion acquisition, the three utilities, ohio, north carolina, utah and wyoming. and don't be surprised to see us close one of those in the next couple of days. i think that will be ahead of investor expectations. we are really excited to get

those men and women on board, because as you know, natural gas is really the future under and her de jure scenario that you look at. >> we talk about how big you are. i've been talking to a lot of the data center crowd, so to speak, and they are growing. we probably have the largest demand for electricity maybe in our country's history if this goes ahead. are you prepared to help these, what i'm calling the gpu problem, help the data centers, and where are they located versus your foot? >> a variety of different places. we are in 43 states so they're pretty well located anywhere in eight provinces and canada. natural gas, ohio, interestingly enough about to get the utility and where we have gas pipelines and oil pipelines, and renewable resources, and i'll come back to that in a second, that's a big location for these data centers. we can sell them gas. we'll be selling them

renewable. a lot of these data centers are interested in signing up long- term renewable contracts with us, their utility like. the natural gas is the back of. north carolina, where i would expect to get that utility, also is going to be a good opportunity in that raleigh region and we are located near charlotte so great growing locations for those. we can give them gas. we can give them renewables and we are ready to go on that front, as well. >> people knew you from the history as being a great exporter of canadian crude. i think that we need to set the plan here. how big are you in the u.s. versus your competitors? >> we move 30% of all the oil that moves in the country today, in the united states. we go by about 75% of all the refineries and the great kicker, because i believe the future of energy is through north america and out of it, we have the largest export facility out of the united states for crude down in ingleside near corpus christi, texas. and a great opportunity there. and we are going to -- we just announced earlier today an

expansion of some of the docs there so we'll be able to do the very large crude carriers as well as the cat 4 santa suez max as well. >> what we've been doing for a lot of cases is a two step process, small ship to big ship . i'm always worried about spills, too. this is going to change. we basically going to be large exporter just like the great exporter say opec plus except for its our crude. enough crude here to export? >> absolutely, there's plenty of crude. first of all, most of that crude is coming from the permian. is the largest growth area from crude. probably add another couple million barrels of crude out of the permian by the end of the decade and we expect to bring a lot of that into ingleside and as north americans we often forget part of energy transition in other parts of the world is going to crude because you know they're using far less sustainable and more dirty fuel. not everybody is where we are and crude really provides that. not to mention the geopolitical

power of the united states being able to provide crude to our friends as opposed to people being forced into getting it from places like, i don't know, russia, which is a challenge. >> there is a gut check here. many people in our country, myself included, want to be able to fix climate change but we have an energy security issue of which i regard enbridge as being key to our continent's energy security. >> absolutely, not just security, affordability. remember really powerful for industry and frankly the ability to use natural gas in this country for industry, the ability for consumers to have choice, to be able to pay for affordable energy. it's challenging for people to put food on their table, to pay the rent. if you can keep the energy bills down, that's only possible through the use of natural gas. that is a powerful economic tool that i think policymakers are starting to realize and we've had that view about energy

transition for a long time. we're going to need it all. >> someone might say who doesn't really follow this very closely, wait a second, natural gas under two dollars, not sustainable for enbridge, not realizing that's what you are levered to. >> correct. you and i talked about this, we often think about this as the fedex of natural gas. we pick up the products, same with on the gas side. we'll store it, we'll hold it and then we deliver it where it's needed. we cannot have any commodity exposure. we are just long-term fundamentals for energy are only going up and the need for natural gas is going up, and the continued need for growth is going up on oil, as well. as long as you need the infrastructure, which i don't see as a solution to that, you're going to need the enbridges of the world. >> we know people are going to say it's great and we know what secure but what i want to be certain about is i do fear underperformance.

there is a couple of analysts that are following you, not as many as i'd like to go they are not as bullish about short term. i feel like if you do these financings, we don't have to do maybe at the market, whatever, this may be a cross. now i know of course obviously you are bullish on your own stock but what i've just been thinking is it able to growth prospects could be greater than what people are thinking right now? >> as we announced today, we expect to see our ebit.grow by 7% to 9%. last year we were five or six. the shared growth will be in that 5% range but interest rates, as a dividend stopped we are sensitive to interest rates. i don't know where interest rates are going to go but i doubt they are going up and as they go down that's going to compress the yield, increase the price. >> leave it at that because that's terrific news. greg nettles is the president and ceo of enbridge, really telling us a story that i have liked i guess since i started the shipper good thing you so much. i want you to have a great day. >> coming up, precision machinery for when the stakes are at their highest. don't miss kramers indubitable chats with a redoubtable device

maker. flush ♪♪ something amazing is happening here. inventory is practically moving itself

quickly and securely. classrooms are getting more immersive. data is powering insights and imagination. cdw partners with you to get the most from your technology. we work with you to plan it, build it at scale and manage it, so you can do amazing things. ♪♪ make amazing happen. cdw

here's why you should switch fo to duckduckgo on all your devie duckduckgo comes with a built-n engine like google, but it's pi and doesn't spy on your searchs and duckduckgo lets you browse like chrome, but it blocks cooi and creepy ads that follow youa from google and other companie. and there's no catch. it's fre.

we make money from ads, but they don't follow you aroud join the millions of people taking back their privacy by downloading duckduckgo on all your devices today. let's talk about one of the largest themes in this market that doesn't get enough love. healthcare utilization for quebec during the pandemic you pulled off all sorts of non- emergency procedures because it wasn't really safe to go to the hospital. last year they finally tarted playing catch-up. not only our healthcare utilization rates normalized, they are now at higher evels than average levels. that's terrific for everything healthcare except the insurance companies but we are not going to worry about them because we want to talk about cramer favorite, the maker of surgical robots that handle all sorts of minimally invasive procedures. the stock has now rallied 52%. that includes a major move this

year after intuitive preannounced a blowout worker at the j.p. morgan healthcare conference. it was a little anyone was talking about when i was out there. the ceo of intuitive surgical with a phd in engineering science to get a better sense of where the company is going. welcome back to "mad money". >> so happy to be back . >> since i've seen you the number of procedures, this is not a niche business. 2.2 million procedures performed on the da vinci system justin 2023. >> we had a good year. growth was give or take 20% through the year and that's been really helpful for us. >> and there are many procedures since you started but i had no idea it would be as high as 14.2 million. >> totaled experienced to date of patients who have been treated by a surgeon using one of our products has been 14 million, sort of integrated all the way through. >> there have been category

after category that it is proven to be a better way to go and particularly i watch one of your videos. people like to be immersed stand to do great surgery and all these different things. give us a sense of what could never be accomplished and what you are accomplishing now. >> early on the idea has been pretty simple. can we bring the natural feeling of open surgery for the surgeon and the benefits of minimally invasive care for the patients? the patient has a better experience and can get back to the lives more quickly with less impact to their lives, less disruption, and we do that by using technology enabled ecosystems that are integrated really nicely and provide the surgeon and the carotene a great environment to take care of their patients. >> i want to tell someone, having been a patient this year, i had to have a quadruple hernia. my daughter dared me to lift a stone. really smart, remember always do that. i went to the doctors, i don't want scars all over the place. you can't see hat i had the surgery, which is really quite amazing. people have to be amazed what

they see or what they thought they would see versus what they got. >> i think that patients really were looking for a really simple thing. give me a predictable result, something that gives me a great outcome, the likelihood of applications, lets me back to my normal life go in surgeons want the ability to do that in the extent we can help them, great. i'm delighted that you were able to benefit. >> some things you can't talk about, which is an application for a new da vinci, the da vinci five point maybe you can tell me what happened. you had previous iterations get better. what has changed? new procedures, new ways for doctors to take on people, more people in a day? what happens? >> we iterate our surgical platforms over time. we lost our last generation platform in 2014. we have since launched single port platform or ion flexible robotics platform and now we have submitted to fda a five 10k package for da vinci five

.1 of the things that we were interested in, we are interested in helping more patients that weren't getting great outcomes before. we are interested in better outcomes for those who are currently being addressed by da vinci and want to do better with what we have. we want care teams to really enjoy using our products. better carotene experience is a great comfort, easy to learn, products that are highly dependable. we want to lower the total cost to treat her patient episode. that's what we design. those are our design rules and we are delighted to work through with the agency how to evaluate that and to talk about it once we have a clearance. >> let's talk about ion. i think a lot of people think that lung cancer, some caused by cigarettes, some not, is under control, but it's not and some countries like china, you could say it's epidemic. what can ion do? >> there are clearly for lung cancer it's a high incidence rate. is usually number two or number

three in the country but it's often the number one cancer killer. sevlev catching it early is extremely important, often, and as a result you want to catch early. if you can catch it at an early stage likely they good out who goes ways up and ion is about reaching deep into the lungs, grab a little bit of tissue in a biopsy. it's hard to navigate manually. it's showing great safety profiles and we are seeing really nice adoption in the u.s. we have the start in europe and we are working with chinese regulatory authorities to bring it to china. >> now there is a procedure, a lot of people talk about, there are people saying it's going to collapse everything, a trade- off might be bariatric. the first person to tell you there is something that could be gained, might be better than

what we have. tell us why you are willing to be candid about what could happen? >> i think patients don't start off thinking about what the core technologies are out there. they start thinking about what's the disease i have and what my treated well. i can completely understand why people are interested in glp-1, an injection to help control diabetes or obesity makes sense. not everybody is going to benefit from those injections. there's an issue of durability over time. drug companies are going to evolve them. bariatric surgery is going to have a role. other treatments are going to have a role. what's that balance that will play out in time? there are some great outcomes in bariatric surgery. patients are going to be interested in tried glp-1s. we'll see how it evolves. >> the last piece is pretty off- the-wall but i've spent time thinking about things that didn't have financial problems that did. first he sold it. turns out solar panels went down dramatically, you just had to finance. hospitals have to finance. if rates come down will hospitals be able to buy more machines? >> we get a lot of flexible acquisition opportunities and models to our hospital customers. if they want to lease our

systems we are able to do that. if they want to do risk sharing models we are able to do that. the cheapest thing they can do is buy and hold it and if they do that we can do that, too. we want to remove areas for them and the where they are. we've been able to do that so we want to remove capital raises as a barrier to our customers if they believe in the clinical efficacy of our products. >> you are a very well-run company, having done a fundraiser for a hospital to buy one of yours. i was struck at how professional and terrific you are. let's the intuitive surgical ceo. this is a great company, both the product and the stock. "mad money" is back after the break. >> coming up , cramer takes your calls and the sky is the limit. it's a fast fire lightning round, next.

you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you?

i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. i go through a lot of pants. before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. (♪♪) business can happen virtually anywhere. (♪♪) but there's nothing like being there. at national, you can skip the counter... and choose any car in the aisle... even manage your rental right from the app. so you can give some quality time to a quality cause. swing by to see one more customer... [audience cheering] and really get down to business. go national. go like a pro.

we really don't want people to think of feeding food like ours is spoiling their dogs. good, real food is simple. it looks like food, it smells like food, it's what dogs are supposed to be eating. no living being should ever eat processed food for every single meal of their life. it's amazing to me how many people write in about their dogs changing for the better. the farmer's dog is just our way to help people take care of them. ♪

lightning round is sponsored by charles schwab. trade brilliantly. >> it is time, time for the lightning round on cramer's mad money. play to this sound and then the lightning round is over. are you ready ski daddy? time for the lightning round. start with allen in florida. >> how are you, jim? thank you for taking my call. >> allen, it's my pleasure. what's happening? >> i've got calendar technologies a little late at about $20 so we had a 52 week high today and i want to know if you think there is still a ride. >> i actually think $178 million contract with the army, i'm not begging them to come on, i'm simply imploring them to come on. let's go to dan in massachusetts. >> thank you for taking my call, i appreciate it.

>> of course. >> i think you do a great job on your show. >> thank you. >> i got a question about an ai technology. >> look, robotic process stock finally starts making a lot of money, i will talk positively but i can't back companies that are not in closer. let's go to truman in california. i always like truman. truman in california. >> kouyate truman. puglia jenny. one big one double game. recently focusing on artificial intelligence of late off a regional bank. i had 2008, $2.5 million later in my retirement account i retired and that's what we did. i run with the portfolio investment club. i front run some into the oil a little bit and because i had too much cash already.

with that, jimmy, what do you think about schlumberger in the club eventually? >> thank you for being a member of the club. i look at slb all the time. admired the company ever since they rejected me seven minutes into an interview in 1982, saying you're highly underqualified. i said you betcha. i'll tell you about these guys, they are good. i like them a little bit more than halle because i like the international but i'm not going to pull the trigger because i don't want to get an oil and gas. let's go to garrett in massachusetts. >> kouyate, cramer. i've had a rough few years. i think it's on sale and kathy wood likes it. what are your thoughts on unity software? >> i do care that jim greg hurst is there and here is what i want. i want jim whitehurst

to come on the show, old friend of the show for 15 years. if he comes on the show and tells us a great story you and i are going to set time to pull the trigger, unity, but not until then. van in colorado. >> thanks to you and the team for taking my call, i really appreciate it. >> my pleasure. >> i'm looking at a fourth quarter -- >> i want you to buy it. someone is always going to try to stifle wes eaton's brilliance. don't count me as one of those people. i want to buy wes eaton. the stock called new fortress is wes eaton's. let's go to jack. come on! that ladies and gentlemen is the conclusion of the lightning round! >> the lightning round is sponsored by charles schwab. coming up, watch the fab five run. how an influx of a i might add muscle to these already ripped retail giants. cramer explains when we return. >> boo yah jim, your integrity

makes you the boo yah saint of wall street. >> boo yah, jim. >> that's a lot of boo yahs. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab.

power e*trade's easy-to-use tools, like dynamic charting and risk-reward analysis, help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities in the market. e*trade from morgan stanley. with powerful, easy-to-use tools, power e*trade makes complex trading easier. react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity. e*trade from morgan stanley. here's why you should switch fo to duckduckgo on all your devie duckduckgo comes with a built-n engine like google, but it's pi and doesn't spy on your searchs and duckduckgo lets you browse like chrome, but it blocks cooi and creepy ads that follow youa from google and other companie. and there's no catch. it's fre. we make money from ads, but they don't follow you aroud

join the millions of people taking back their privacy by downloading duckduckgo on all your devices today.

from the preponderance of retailers for the last 10 days it's clear we're dipping a point for watch, the acronym for walmart, amazon, target, costco and home depot because these five winners seem to be pulling away from the pack. each one has special characteristics, walmart with its unparalleled store in traffic reach, amazon with same day or next day delivery, target with gorgeous $1 billion health brands, 11 of them now. costco with low prices thanks to their club membership model . home depot with unparalleled support for small and medium- sized contractors. this quarter i noticed something is developing, something that could the retail have-nots fall even further

behind these five haves. what is it? simple. only to major players with tremendous scale and huge balance sheets can afford to harness the power of artificial intelligence, specifically infringed nvidia bailiwick which gives ability to predict what you want with incredible accuracy. just inferences and all that. amazon is being used is to figure out what to show you for many years. faster, better and most important acuras over time. the big stores have so much scale, so many customers, they can collect tremendous amounts of data and the more data the better they have. data is as salesforce would tell you many times the oldest, aided by companies like salesforce's einstein product, their hit ratio what you might want his extraordinary. nordstrom or macy's, two places i love to shop but they don't have as much data. they lack the scale to make it worth as well. let alone pay for the technology to truly come up with new conditions.

if you're nordstrom and your in- store traffic is down while your recon business stagnates, you may not get enough data for reliable inference and you'll continue to fall behind the other guys. it's a vicious cycle down. at one time all that mattered in retail was signatory management, good eye for what took on the right amount of product and then they'd have a good year. neither was easy. had to have one ion session, the other i am just retaining inventory, which meant in my father's case, the now defunct gambles, counting up men's gabardine trousers on a day the store had to close to make sure it had all the merchandise. not only the inventory we presume the stock will be up? to 3 percent without having to discount the old stuff to get rid of. target has had a miraculous run from yesterday because of inventory, decision to spend more. that will give them even more data. some retailers have a terrific

sense of what's going to work no matter what. patrice bank of ralph lauren, unbelievably good numbers and the stock soared aided like that online pushes and good outputs that are concerning today's out based. some have a tremendous sense of value in tjx, the company struggling percent mortar shops like the macy's stores the company mentioned in tjx buys that extra inventory for cash. lauren hobart on sunday exporting goods, lauren albergo we think she is terrific at williams-sonoma, tremendous eye for what will sell. stocks are incredible. tony spring now running macy's has a fabulous i. they are getting it sold or lying. either way, we may not be able to see magic, which is a shame. abercrombie was down, the stock got too hot. i bet it ounces right back. i like how marvin ellison has fixed up where many can't wait to walk the aisles of the nice bright stores. a retailer is permanent without the scale, the half and a balance sheet, you're going to get pigeonholed as niche or boutique these days.

many chains who made money as stocks, one look at the abercrombie shirt tells you that's what you need to know billion-a-year were generative ai and infrastructure play, data is going and the little guys will always struggle to keep up unless management is so destitute can compete in what's looking like a stacked data deck. i like to say there's always a right now on last call, bank job, shares of new york community bank crashing, then surging after a former security and investor give it a billion dollars. congresswoman maxeen waters is here. taking it to the people, can biden sell his economy in the state of the union? germany's economy in big trouble but that could be good news for your money. tesla is expanding the auto charmger to other companies bu