raytheon, lockheed and then look at boeing. most of their business now is actually defense and global services. i like boeing here. >> carter. >> well, miner gdx. >> and dan. >> yeah, i think google, the alphabet is bua y on regulatory my mission is simple, to make you money, here to level the playing field for all investors. there is a market somewhere. i promise to help you find it. mad money starts now. let's get together call me 1- 800-743-cnbc. i am excited for this market.

it's not because we have had eight straight days of luck. 20 days ago, 20 years today, google went live at $80 a share. they closed up 18%. many traders are thrilled at the pot. in retrospect. one of the greatest of all time. google stock is now 7736% return. versus the s&p 500. it is a reminder of wealth that individual stocks can give you when you pick the right one. i'm telling you, it's not all that hard. it's time to front the averages. even if it was a good day for them. the nasdaq fell 1.39%. we need to talk about the short term of the market versus the long-term of the stocks. the short term, not so good.

eight straight days of. 93% of the stocks in the s&p 500 are up ever since that monday when the market fell apart. it employed it and led to selling in this country which caused people to panic. panic is not a strategy. the market is a little peerless. we are overbought. imagine overbought with the market late. not since 1987. the oscillator is meaning that the market is in new territory. if it gets to -5 or lower, you have to buy. we are oversold. too much downside pressure. when it is +5 or higher, you have to sell something. it was 7.26, way too hot for

this guy. so we have been raising some cash. by taking losses. you have to subsidize the losers. the winners, you can't. paintball but necessary. you end up in a fraud situation. that is why we need to be a little more offensive. when it reaches levels like that, the next move is almost always down. that is the short term. what about the long-term? they are under cross purposes right now. the 20th anniversary of the ipo. consider this side of google. this makes me happy. when it became public, it was the dutch auction system. buyers favored over sellers. i remember mentioning that google was 300 that day. priced so high that our lawyer called me to ask me how i came up with that number. i would've used 500 but i was

being considerate. the problem for some investors is the crossover you find yourself in. you do not want to find yourself learning too much stock. you don't want to give up on a long-term winner. frankly, we don't really care for it in the current iteration. we don't like that they never talk about their triumphs. youtube or google cloud. we cannot be sure that it will not be usurped by artificial intelligence bots. the ability to be on both sides of the advertising exchange. this left advertisers in the dark which is what the ustice department says. this would be devastating. worse than the loss to the payment to apple. it seems that every time management speaks, there are

new wrinkles that we don't like. the stock has been a huge winner for us. through the last few years and before that, we will keep burning it. why? ever since google became public, it can reinvent itself publicly. i knew that the reputation was brilliant. he told me that he would have a cloud business very shortly. i laughed at that rejection, google is always coming up with something new. five years later, they are under a $32,000 runway. now president and chief investment officer. how about they hire? the incredible cfo, great pickup, this is what google does. there is a possibility that they cannot take the pain. many investors want to avoid the next downdraft that you never see anyone with anything

like the winning game that google is giving you since it became public. for example, nvidia is up 19%. what happens? goldman sachs said that it sees a compelling risk going into next week. closed up five dollars. 4.35%. individual stocks are the true vehicles of creation in this country. this is why i am trying to lighten up on the best operators. same with amazon. today, morgan stanley comes out saying that there is hope for consumable sales. they will change habit-forming widely. after a bad quarter. microsoft, up three. tomorrow we will find out why. there was a hugely positive

note around apple's cash flow. it is unless you consider the cash flow. making so much sense that you know that you need to strap yourself so you don't feel compelled to sell apple strauch when it is overbought as it is now. you see where i'm going with this? tech cuttings, hyper skills, this portion of the market. the mega stocks. it bites you every time you sell. get into the bunker for the acceptable losses you cannot avoid. these are too good to let go. bottom line, i am giving you that. i need you to remember the return if you bought google 20 years ago. 7000% gain. on the index, they ring the register too often on the way

up. when the companies themselves i sing the praises of, the risk is that you panic and get shaken out. i challenge you to be able to handle it. let's go to lori in pennsylvania. knew me how are you? maybe i'm good, lori, how are you? >> i'm well, thank you. thank you for everything you do. you've really helped us. >> thank you. >> i wanted to ask you about the spinoff. and figure out what your take is. we will hold off but i just don't know how to. >> just take the game, move on. i knew the guy that helped test that thing. i always thought it was crazy.

can you believe it? let's go to matt robert in new york. robert? >> hi, jim, how's everything going? >> do you remember that i sing happy birthday to myself. i was pretty good. you told me to not quit my day job. i went out and i bought a dog for my birthday. i was going to call it nvidia after your dog but i do not want to do that because i did not want to copy you. i called the dog cramer . it is a small little dog. i went to many different pet stores. nothing really intrigued me. i started seeing all of these boxes of chewy. i own the stock. it has been moving up 22%. if you recall, you recommended the stock a while ago and said this was a good one.

>> $19. i just had my blue buffalo dinner. i like julie. i think it's going higher. he goes to the 30s. i have to tell you, i like this farmers dog thing. it's a treat. with my tomato sauce on twitter. happy anniversary, google. i love pointing this stuff out. individual stocks that you and i know because we google every day of our lives. stay with me. mad money is back. palo alto earnings up 70% over the next few years. i will reveal the name and when will be the time to buy it. they did not even blink. what a great ceo.

i want you to stay with the farmers dog, cramer. do not miss a second of mad money. if you have a question, tweet cramer, #madmentions. send an email at madmoney@cnbc.com or give us a call, 1-800-743-cnbc. miss something? miss something? go to mad money.cnbc.com should screen for colon cancer. these folks are getting it done at home with me, cologuard. cologuar. is a one-of-a-kind way to screen for colon cancer that's effective and non-invasive. it's for people 45+ at average risk, not high risk. false positive and negative results may occur. ask your provider for cologuard. i did it my way.

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pete g. writes, “my tween wants a new phone." "how do i not break the bank?" we gotcha, pete. xfinity mobile was designed to save you money and gives you access to wifi speeds up to a gig. so you get high speeds for low prices. better than getting low speeds for high prices. -right, bruce? jealous? yeah, look at that. -honestly. someone get a helmet on this guy. get a free unlimited line for a year when you add one unlimited line. plus, get a new google pixel 9 on us. bring on the good stuff. six months ago we checked in with cardinal health. people call them a pharmaceutical middleman. it was a pretty good story, frankly. the second largest customer,

optima rx. when the company reported last week they word reporting 11% beating over the perspective revenue. even better, they raised the earnings forecast for 2025 this year which just started for these guys. what we make of this one? let's dive deeper, the coo cardinal health. we had them on mad money. >> good to see you. >> a lot of people counted you out when you lost that business. you have a more stable mosaic. i want you to tell people how you could come back within the quarter from such a stunning blow. you had an upset surprise. >> we had a really strong finish to a really strong year is what it comes down to. strong days across the enterprise. earnings per share increased by

29% in the quarter and the full year. that is on top of strong growth in the prior year. if you look at the two-year earnings growth, 50% over the last two years. with that, $7 billion of adjusted free cash flow. it was across enterprise. you know the size of the segment, the highest piece of enterprise. strong resilient growth over the last couple of years. a percent growth on the first quarter. we continue to grow the earnings 3% next year. when you look at the year-over- year earnings growth, it is the distribution business. $240 million in earnings growth year-over-year and that is driven by the mitigation acts from a couple years ago. inflation we have now mitigated. that is behind us. then we have smaller growth businesses that aggregate $4 billion and margins that exited

the year, double digit growth into the future. we have a plan, we are executing it. >> i keep being drawn to that. i should not be because it is not the biggest business. the inflation and global supply chain constraints, no one is focused on that. growth target, 300 million. an area of business that i should not focus on but i am drawn to. it could be a margin explosion. >> yeah, we were losing money the last couple of years. this was because the team got after that inflation mitigation. we had to raise prices. we were constrained during the pandemic because a lot of contracts were locked in 3 to 4 years. we got to work with underlying cost. some of those costs, international if the rates started to proceed. we have the margins in the right spot. we can now focus on growing the

cardinal brand and product. >> growing 3% year-over-year, could that double? >> guidance is for 3-5% growth this year. a little more growth than market. that is what this guidance is based on. even with that growth prospect, given the carryover benefit, that gets us to the $90 million fiscal 24 growth. when we are doubling the profit next year bribe growing our business, a little bit more of the market. we expect that to continue to be solid growth. >> cvs, the business i you have, it is incredibly good. you have a joint venture with them. that is meaningful to the earnings measure. >> two joint ventures with cvs. we are about to celebrate our

10 year anniversary where we have worked with them on the generic side of the business. if you think about what that business has done, taking branded products and working with manufactured partners to find alternatives for our customers and value for the patients. the venture you're referring to is the most recent announcement we have had. a similar concept with specialty products. more complex molecular projects. that is going toward similars. we were able to bring more value to our customers to help them get greater access to these costly therapeutics in a much more affordable way. >> i need to know what you think about what the government is trying to do. i look at them as companies, they are trying to help pricing. our country is a fount of

origination. i don't want to lose that. the government is determined to get prices down. what does that mean for us? >> we love innovation and we love affordability. it's important that the patients have access to affordability. that drives volume that is important. we need the volume to be competitive and have scale and drive down the cost in our business. we got that there has to be innovation. when you think about the phrase of the day, glp-1. driving volume in the space. that drives up volume for the distribution centers and we can have more volume across the network. matter where that innovation comes from, that is important to the future part of our business. it is important that we have incentives to facilitate innovation. that is the balance we are looking for. >> i am a stock guy, affordability is the way to health rendered 50 million americans. monumental order and when i saw

you come, i said oh no, the quarter is really good. congratulations on good work. >> everything but the kitchen sink and it did not matter. mad money is back. coming up, an industrial player that has been hot. moore, next.

this was suggested by a viewer. we have to load up on industrials. the earnings surge when hey start cutting rates. then the markets fall in love with a particular kind of adjustment. that sucks. there is a powerful secular growth drive. if they do not hit the accelerator on the economy. cummings, dover, eden, and parker. the new industrials. a group of old dogs that have learned new tricks. the same categories from pel industries. they went public decades ago. it has pole vaulted from $20 all the way to 171 today. a gain of more than 700%. i'll take it.

what does this company do? how did the stock catch fire? let's start with the basics. custom engineered equipment that monitors the flow of electricity. while providing electricity, powered hardware like motors, transformers, a key part of the electric equipment food train just like eden or hubble. business has been geared towards the oil and gas industry. they also go into refining facilities, pipelines and look at natural gas export terminals. it's all about the oil and gas equivalent. the fossil fuel industry counts for all of the sales here today. the breakout over the last couple years has been driven by success in new and markets.

utilities, transportation, metals, paper and of course, the data center. reminiscent of exactly how eden and hubble performed just last week. everything came together last week for the new businesses generating enough to explode. the revenue stuck in the $500 million range. there was a 31% revenue growth in 2017 just under 700 million. sales quadrupled. 15 per share. last year they earned $4.50 per share. in the annual report, he described his company as being right place at the right time. the track record of oil and gas has set them up to be a supplier of choice for electrical infrastructure that supports the most complex industrial applications. if the equipment can handle the

utilities in the gulf coast, there are so many chemical customers. they put it all together and you can understand how orders grew by 94% last year. backlog by 118%. that is the first time that the backlog ever cross the $1 billion mark. wall street underestimated this company allowing them to blow away the numbers. the old days when companies were smaller. at the end of january they posted 53% revenue growth and a dollar 98 -- $1.98. that is extraordinary. we had another monster revenue. a 97 sent earning. i was almost comical. liberty had another stunning

quarter at the end of july. with the company earning $3.79 per share. the stock has doubled in the last seven months. these are extraordinary. there are two big reasons why they keep smashing, they are firing on all cylinders, even some that you did not know exist. only two fairly obscure firms cover the stock at all. no shade, i've never heard them. they moved down the earnings potential, that does not bother me. i wish i recommended this thing a year ago. stocks can become big speculative winners. until more analysts are following this thing, there will be more upside. when it gets bigger, more analyst will cover for them. it's a crazy thing to say about a stock that is up 27% from the

2020 too low. this thing is underappreciated up here. if you look at the chart, a huge move higher from the beginning of may. since then, they have pulled back. the stock is even with where was trading in march. colossal earnings for free here. that should not be. you are not buying it high. the stock remains down 18% from the all-time high at the end of may. investors talk about how that is a similar compression. it is because the darn thing sells for 14 times the share estimate. if we learned anything from the last couple of years, they can do low. it is deep in retrospect. on top of that, it does not help the balance sheet.

when you are on the cash, it has only traded two times. it is incredibly exciting for this dull company. i know, impossible. power industries is an excellent under the radar industrial company. reminiscent of eden and hubble a long time ago. modernizing industrial. the difference, why they are 700% less than they were two years ago. this has pulled back substantially. i would buy it right here right now. you can count on me as a believer. especially wall street wakes up to the greatness of the scoring. let's take some calls, and all fired up. let's start with ken in kentucky. can? >> i am a founding club member and it is always a pleasure to talk to you. >> you just made my day. i spent some time with some club members this weekend, i think you for doing the same.

how can i help? >> come to the cincinnati area so that we can talk to you personally. >> if she invites me, i will. i do not want to encroach on sarah's region. >> that is her territory. a family member asked me to look over her portfolio. she had a stock in their that i don't think i have ever heard you mention and i have been following you from your radio show days. can you please expound on steel dynamics for me? >> a really good company. we are dealing with a wave of dumping of steel by china that is coming through mexico and we are not enforcing it. that is bringing down steel dynamics. the two past from the industry. i don't like what is happening below the border. let's go to michael in wisconsin. michael? >> jim from wisconsin.

>> booyah. >> i know nothing about the rental market, they have been doing well recently. should i wait? >> first of all, it is way off its high. the reason this company is working, when you bring infrastructure being done in this company, not everyone can go out and buy things. a lot of things are rent. they are everywhere. i used to like the stock in the 200 and 300. they used to come on the air and i thought they were brilliant. i've not seen them in a long time. you have a winner there. listen, a fantastic under the radar industrial. this is the time to buy. especially with palo alto. we will learn more about that.

i am focusing on the company reports. and all of your calls, rapid fire. stay with cramer. join the club today.

when palo alto networks reported that stock plummeted from 360 to 260. what did i do? i said to stick with it. the future is bright for the cybersecurity company. they have been a juggernaut. now they are rallying. palo alto reported a strong top bottom line from the 2025 fiscal year which has already

started. we spoke with the ceo of palo alto networks. welcome to mad money. >> thank you for having me, jim. >> you introduced a concept called platform is asian. it is just trying to show you. >> i'm glad that you can say that word without a hiccup. this is how we will get the target of the $15 million of the security company. i have to say, i wish i had done it earlier under one of my prior bosses. i wish i had executed good ideas faster. i feel the same way. i'm excited about platformization on the conversations we are having.

>> it seems like we have been talking about the idea that it was hard to show the return of investment because cybersecurity does not want to shut everybody down. you could demonstrate a better use of a company's capital with platformization instead of buying one product and streaming up another. >> it's funny. all of us have seen this happen. when salesforce was born. we took desperate systems and put them together and called it the supply chain platform. now the cybersecurity platform. it does not matter whose platform you buy. you can go back. you can go back and start fixing them. it is not a one-way street. our incentive is when we have the technological advantage, the platform, we have to get ahead of this, we have to move fast and we have to get

customers on board with this which allows us to win in the long term. >> we have to get those analysts on board. we are doing a platform. it is a performance obligation. it killed his stock. you did not care. let's switch to something that makes it easier to understand how well we are doing. how was that for the quarter? >> we do 20%, jim. the last four quarters, it is a growing metric. we spoke to people like yourself. the real representation of business, like other platform companies have shared. service now uses back. it's time we stepped up and started doing that for ourselves. we are now in the platform business and that is the better metric to measure success. both short-term and long-term for the long-term company. >> i want to talk about crowd strike. they are a good competitor. you have never said a bad word

about them. the fact is, they did make a mistake. and it was a mistake that by the grace of god, someone else could've made it. you have a better failsafe mechanism? >> as i have said, publicly, it is unfortunate that it happened to them. they did a phenomenal job of trying to remedy the situation. it's important for the credibility of the cybersecurity industry that we maintain that trust. they could've done a better job of rolling out the changes. we would never release something to tens of millions of customers at once. if anything happens, we know what will happen so we can roll back out 1%. not only that, we allow customers to control the ability to do the rollouts in case someone has a mission- critical operation. if it is rush-hour. they can do it at a time.

we all deploy similar cybersecurity. >> have you been able to -- i know you're not a turkey vulture coming after a dead carcass. have you been able to capitalize off of it? is it too soon? maybe people have not been able to come in and call you and say, we need your help. >> all that happened was that customers were remedying the problem. we had to make sure that we were okay too. i think the customers appreciated that we are there to help. the customers would like to talk about the options that we offer in a similar category. we are not doing it in such a way that they are bad we are good, give us an opportunity for the capability. there is a capability that is the same sweet spot as crowd strike. >> did you have a chill in the

idea that perhaps this is the way that a cyber terrorist did not realize that it could shut down the system so quickly. apple said, we could've stopped it if we were the default choice. is it possible? they did not get shut down. you think that this is a recipe for what could go wrong? >> what it is showing us again and again, we are operating a passive legacy environment. it is so much more interconnected. when you look at the healthcare industry and the car dealership industry, there are other ways that the system gets shut down because bad actors get in the middle of a. you have to have real-time security and be able to find the problem and fix it. get off the old legacy systems and get off the old platforms and start protecting yourself in real time.

fitting the narrative that you guys need to step up and do what you need to do. >> another thing that was really terrific, $5 million in shares were purchased. there are a lot of things that happened. i wish people would understand the confidence that you inspire by going and putting money where your mouth is. it is not chump change. >> it is actually 1 billion. >> you already have one. people don't seem to understand that you are hoping that they want to sell it. you will buy it. >> we generated $3 billion of cash flow. we are almost a free company. we are doing $3 billion per year. we have to provide return to investors in cash. part of that is to be opportunistic about how the

industry roles. cybersecurity is one of the most important industries in the world. >> i did not go over with what you are doing in a.i.. these are really big initiatives that you have. >> yes, a.i., we are very excited. $200 million in a.i., selling products to our customers. not ideas or talks are things we are trying. we sold that to customers. ibm, really excited about the deal. really excited about what we have been able to pull off. customers will be really excited. with that deal closing and converting customers to palo alto. >> i am a believer in platformization. others will join us. it has made our viewers a lot of money. i want to thank the ceo of palo

alto, great to see you. >> thank you very much. >> mad money is back in a bit. hit us with your best shot. electrifying fast fire electrifying fast fire lightning round is next. okay, team! oh, thank you so much i couldn't have done it without you. honestly, i don't do a whole lot i'm really just here for the at&t internet, it's super-fast so, any pre-launch concerns? what if nobody buys them? that's mean or, what if everybody buys them? oh, i hadn't thought of that that's probably not gonna happen can we handle that kind of traffic? the network can handle it! i downloaded eight hours of true crime stories just during our last video call i'm learning a lot

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lightning round is sponsored by charles schwab. >> it's time, it's time for the lightning round. are you ready? i will start with dave, dave!. >> i want to issue this warning

to eagles fans and the rest of the nfl, beware of the chicago bears. >> you have a team there in chicago? i like the white sox. you know what i mean? anyway, what are you up to? >> holy cow. >> you had a chance to tomato sauce me. eagles. come on, dave. >> jim, today i want to talk about a dog. data dog. this $4 billion company reported revenues and earnings and raised their guidance. we should wait for s reports first. i am impatient. >> because you are so good, i

have to tell you, data dog is a fabulous company. my problem is that they are enterprise software. they tell you how your company is doing. i will reiterate, i don't trust it yet. it is a very good company. let's go to barry in california. >> booyah i love your platform. i've been able to double that. kkr, should i keep it or dump it? >> one of the best companies. i have been able to meet the ceo. the guy is dynamite. it is a really good company. let's go to tax us.

>> booyah, jim. thank you so much for being great at stock market analysis. you have been a wonderful teacher. you helped my kids to be interested in learning about stocks. i really appreciate that you are a great teacher. >> younger people, i am trying to get them in. how can i help you? >> the stock that i want to practice on is next era energy partners. >> i'm not sure why you would buy it other than the big dividend. >> that is the conclusion of the lightning round. >> lightning round is sponsored by charles schwab. coming up, cramer went shopping for cosmetics and learned a valuable lesson along the way. you cannot make it up. mad money will be right back.

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tomorrow, inflation impact and crucial investor insight on the state of the sector.

what can i say about estee lauder? they were already performing in my travel trust. i had a target on the ulta beauty section. now look, i am not a cosmetics guy. i saw the expense report from estee lauder. and e.l.f.. the zoom call, i went for the triple stock. i asked if the makeup looked fine. even my wife. how about hijinks? i put in my wife's makeup cabinet. i major that the bottle was

turned around. call it a blind taste test. i made sure i was nearby when she put it on. she had no idea it was e.l.f.. i did not feel or look any different. she said, what a bargain, it looks the same. i bring this up because estee lauder reported setting a low bar. the long time co announced his retirement. it has been a rough ride for this 56-year-old executive. he took estee lauder to incredible heights. and then they had disastrous earnings. e.l.f. has become a powerhouse of brands with a hefty presence on the internet. they used tick-tock advertising and direct to consumer. all trends that estee lauder took longer to embrace. the real interest i have is on

china and travel. they were hurt so badly in china during the pandemic i never came back. nike, procter & gamble, burberry and some others, they had a double whammy. people are not buying fancy makeup in airports like they used to. it has not come back. the stocks tell a full story. if you go back to the beginning of 2022, they were worth $270. e.l.f. has grown over the same period . i think estee lauder got caught in the same consumer package that is affecting the entire industry. they want high prices to protect margins. after the intervention of a less expensive brand called the ordinary. they have a less -- it was a

hefty loss. it was brutal. how bad? a piece today titled, i know it was you. you broke my heart. that is the perfect godfather reference. the process with many highly qualified candidates. he remained the ceo. a well functioning board should not need 10 months to make a decision. the board is anything but well- functioning. if anything, i think he is putting it lightly. we got stuck with a horrendous number can't. i cannot say that it broke my heart. i made the mistake. it was all me. we took a beating for the travel trust and we went into the doghouse. sad for estee lauder and brutal

for us. like with starbucks, i thought value was there. maybe in the end, it will be. i am done breaking it on my own. let someone else make that money. it is too painful for me. it is not worth the angst of being an estee lauder shareholder anymore. i am jim cramer, see you tomorrow. this thing is gonna be everywhere. this is the next umbrella. $800,000 for 8% of the company. -wow. -hello. [ laughs ] goodbye. an elegant solution to the safety problem. i love it. it's brilliant. i think it's a slaughter fest. this, i see, as a genius product. you're gonna have big companies crush you. it will be big. would you be willing to sell your whole business? narrator: and later, we check in on how "shark tank" companies have been affected by the coronavirus pandemic. childcare is a must for working families and to reopen this economy. scrub daddy has had to change every aspect of its business. rossiter lewis: over 500 business owners lost their livelihoods,