trading at relative highs here and use sub strustitution strats like call risk reversals >> that does it for options action and i'll be back next friday at 5:30 p.m. eastern time my mission is simple, to make you money i'm here to 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 cramerica i'm trying to help you not lose too much money my job is to educate call me or tweet me at jim cramer sell in may because the market is too high?

it may not rhyme but it's more compelling than sell in may and go away. it was something i heard many years ago and then it turned out to be a terrific summer rally, because of a rhyme sell in may and go away is suboptimal advice, but this may it just so happens the markets run too much versus if fundamentals the dow plunged 622 and the s&p losing 8.2%. and the nasdaq knows-diving 3.20% off the rails. now, after a week that ended in a bombshell after president trump talked about the possibility of retaliating against china for not doing enough to stop the coronavirus, i don't love the timing here but if there's one thing we've learned, you need to take the president seriously when he threatens to take action against china, because he's done whatever he says and that's bad news for the stock market

let me put it this way in 2018 and 2019 we went after the people's republic with both barrels. we were in a position of strength strong gdp growth and incredible job market 30 million people have lost their jobs now and recession unavoidable. not the time for a trade war something larry kudlow seemed to agree with me on when i interviewed him on "squawk on the street" this morning the market sure didn't that fear, combined with the already overbought state of the market and the obvious distress in the economy has me wondering if there might be more downside next week. i'm not saying we'll test march lows we're not going to crash again but i think this market could use a couple more down days like today to cool itself off i wish they wouldn't be so vicious. with that in mind, what is next week's game plan first tyson foods kicks things off on monday. not long ago everything was

coming up roses for these guys we had a china deal and thanks to african swine fever china was desperate for tyson's meat what could go wrong? it turns out a lot the pandemic has slowed sales all over the globe and meanwhile the company has a bunch of covid outbreaks at its factories these would be front page stories if on or abosha was doi job. i didn't do a good job, frankly and i don't want you in my house of pain. after the close, sky work solutions reports that it's one of the few pure plays in the becoming of 5g wireless, which is inevitable. every time the stock gets slammed, i think it's a buying opportunity. i didn't hear anything out of the apple call to suggest there was a slowdown in hand sets. and when dr. anthony fauci talked about the good news about

gilead's remdesivir as a treatment for covid-19, he talked about it as the first tool in an otherwise empty toolbox. he said it could be part of a cocktail of drugs that could potentially turn the tide. what else might be in that cocktail we're going to learn about an antibody drug when regeneron reports on tuesday we had two of the most challenged companies in the market, disney and occidental. i think disney is meeting the challenge. ox denting, not too much disney has cruise ships, theme parks, movies, all pretty much closed it owns sports on espn where there ain't no live sports but it also has disney plus, which is a fabulous service when you're stuck at home i think the parks may be able to open sometime this year, remember crowds are not really acceptable when you're trying to do social distancing and so

you've got a hideous stock but that said, disney is an iconic brand so i would say if you own it, i would hold it. if you want to buy it, i would wait until after the quarter as for occidental, i think you've got to take advantage of the fact that warren buffet has his annual meeting and sell it on monday. that meeting should be somber. monday may be your best chance to get out of what i think was a once great oil company that paid way too much,. cvs is a higher yielding stock that's down 20% for the year it might be worth buying ahead of the quarter it's been okay, not bad. now with this, remember gm, right now autos are the weakest part of the economy aside from travel and leisure

i know some people itching to buy a car company because public transit has gotten more risky. don't do it. this is not the time for auto exposure here is one i like, waste management 18 points from its high it does need more construction to make its numbers. little wary. and now that elon musk has slapped a sell rating on tesla, someone please delete his account. the hottest stock is shopify given what we know, i'm meeting they have an incredible quarter. i think it's worth the risk. we all want to know how moderna's coronavirus vaccine is coming along hopefully they can tell us on thursday, but some of them are tight-lipped about phase one i would like to know more. we also hear from bristol-myers, which is one of my favorite stocks on earth. i bought some both before and before they combined

finally on friday we get results from ventas. the real estate investment company has been struggling because nursing homes are a huge chunk of business and it's hard to run one during a pandemic that's particularly bad to the elderly. let's see what the ceo has to say about whether the payoff is sustainable. last night i told you the market had come up too far, too fast. we're still overbought i believe it's worth waiting for the market to go lower to do any buying unless we get some incredible vaccine news over the weekend. the market got ahead of itself there was an amazing april, the best since 1987. now we're having a curb your enthusiasm moment. please be careful out there. let's go to narendra in connecticut. how are you? >> how are you thanks for giving me the

opportunity here i was wondering about your view on community banks, and specifically nycb, new york community bank they announced earnings a couple of days ago and had a very strong quarter, but they're down to about $10 and have a 6% yield and given their exposure to the new york real estate market i was wondering whether you think they can sustain their performance. >> if i owned that stock, i would sell that stock. i don't care about yield when it comes to financials. i care about safety right now. and i just don't trust the financials, even the best are going down and have just been obliterated. larry in florida larry? >> coming to you with a sunny i asked to about an institution that's performing well during

these times. the earnings exceeded analysts expectations and after considering their moves to project margins against head winds and apparently ample liquidity, what are your thoughts on whirlpool. >> yield is 4, but i'm not crazy about it in a recession you don't buy expensive appliances and they've got the ones where they make the most money on are the expensive ones so i would say no to that one. even in today's decline, this market is too high. so i want you to be extra cautious chloroxposted its biggest rise in quarterly sales in a decade proving how popular clean products are during the coronavirus pandemic you know that and so do i. then cosmetics companies are dealing with the fallout from closure of department stores and airport duty-free shops and beauty parlors because of covid-19 lockdowns

what is es este lauder doing and some stunning sales, this may be a real biotech that they are so well, their anti-cancer franchise. we'll sit down with the ceo. stay with cramer. >> announcer: don't miss a second of "mad money." follow @at jim cramer on twitter. send jim an mail to madmoney@cnbc.com or give us a call at 800-432-cnbc miss something head to madmoney.cnbc.com. feed a healthy lifestyle, with pure protein. high protein. low sugar. tastes great! high protein.

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needed to get a bit more defensive because many of the themes that propelled us higher last month are played out. so what works if may ends up looking more like march than like april how about color rochlorox, it'sa classic recession-proof stock and has a fabulous play on the pandemic if you want to stay healthy, you need chlorox so it's no wonder the company delivered a spectacular report they delivered a 22 cent beat, substantially higher than expected sales up 15% year over year best of all, management dramatically raised its year forecast they're looking at a 6% to 9% increase the stock went up .63% today o a horrendous day and you know i think it's got a lot more room

to run let's check in with the chairman and ceo of chlorox to find out where the company is headed. welcome back to "mad money." >> thanks for having me. >> i want to start off by saluting you and thanking you. i know that you could have charged much more, i know that you could have directed this to consumers. i know that you actually did not make nearly as much as you could have because, as anyone who knows who goes onto amazon, your products are prioritized for organizations on the front lines responding to covid-19 that's up there, everybody knows it who goes to amazon because i know our viewers went. so thank you thank you for doing something that capitalists haven't done for many years in this country >> well, thank you for recognizing the 8800 people of chlorox. and i would, if i may, love to start by saying our hearts go out to everybody who has been impacted by covid-19, and our thanks go out to everybody on

the front lines for their heroic work and might i include our own production associates who, through their passion, dedication and leadership, made what is a great quarter possible and what i'm mostly proud of is that it's a great quarter, but delivered the right way. our core value is doing the right thing and this is where our core value really comes through. and we've been very clear right from the beginning that our priorities are, number one, to keep our employees safe and well number two, to make as many products as possible to meet consumers' demand, and number three, to give back to communities in need. and we have given back about $14 million now, with focus on caregivers because that's where money right now is needed the most. >> i've got in my hands i guess about the most important product in our country right now i the chlorox disinfecting wipes, which i carry in a bag

everywhere i go. i'm never without them i think it's foolish to be without them because they kill 99.9% of bacteria. but i have to ask you, because i'm trying to figure out how your business works. you know that we may be in this pandemic for two years if you were to have unlimited capital, could you put up unlimited number of plants and make it so we all have this, or are there gating factors that make it so you can't ever meet worldwide demand no matter what for what i'm carrying? >> i think we're in unchartered territory, all of us who are now in spaces that see this unprecedented demand we saw demand surge in some of our disinfecting categories by 500% and no supply chain in the package goods industry is currently set up that way. i'm very proud of our production associates, as i mentioned we have churned out 40 million disinfecting products more this last quarter than in the previous year quarter for an

output increase of 40% and we've done that by simplifying our supply chain with great partnership with the many retailers that we serve. we have done this by accessing third-party supply and, you know, we still fell short. but we're making an enormous amount of progress to continue to bring capacity online we're investing in future capacity so that we're better equipped to meet the demand in future surges hopefully and we expect to be in much better shape with substantial improvements this summer. >> chlorox is not necessarily known for its international footprint but its brand is trust t worldwide. given the fact that this is a worldwide pandemic, could you put a plant on every continent >> it's certainly a priority for us to look at the disinfecting space going forward. i think, and many people think and data supports that, that we're going to see disinfecting products on consumers' minds in

more pronounced ways than in the past for a very long time. so that gives us an opportunity to serve more consumers. our international business, which accounts for about 15% of company sales, more than 50% of our revenue comes from disinfecting products, which is why we saw a 22% currency neutral sales increase on the international business with a lot of great work by our associates to meet consumers around the world and we think there is a clear opportunity for us to think about how we can serve more consumers by adding capacity and investing in that and we have plenty of room to invest in that and will do that and by marketing our products in responsible ways, as a way to help shoppers around the world keep themselves and their families safe. >> so what do you do when the person who is in charge of trash

bags comes to you and says, look, i know you've got this winner, but i need to get supported too? i've got great products. one of my competitors just took a big account from me. do you just say, look, we've got a product that you can't meet demand and everything else is just on hold, or do you have to support everything >> no good idea gets rejected at chlorox and we have plenty of good ideas, which is why we saw substantial growth actually also in our non-disinfecting business all four reporting segments, the clean segment being one of them which is where disinfecting products sit, all four segments grew this last quarter and it's because we saw a lot of momentum behind our core business as well beyond the pandemic and we invest in that. i hear a lot about companies investing less in their brands these days the chlorox company will in invest $50 million more in advertising sales promotion in

the back half of our fiscal year because we believe that this is the time to serve as many consumers as possible, not just with disinfecting products, but also as people grill more and stay home, they use more hidden valley as they say home, they use more glad trash bags as they stay home. so there's plenty of optimism for us in our company and plenty of opportunities to invest in good ideas. >> are you able to reposition or fix -- you can't be all that happy with the rainbow light, or things you have to do. i think these are great products i use more supplements than i have in my whole life because of this and i am confused about why this stuff isn't blowing doors off. maybe i'm the only guy, but i feel like if this stuff makes me healthy, i won't have to deal with the pandemic. >> no, you are not alone i use a lot more vitamins, minerals and supplements as

well, in particular supplements that boost the immune system and we have many of them with our brands they're actually strongly. for the quarter we had a temporary displacement because we had a covid-19 related shortage with one of your centers. but fundamentally it's a healthy business, and in march, in fact, we had all-time record demand from customers we just couldn't fulfill it as a result of an issue that is a pretty broad scale across the industry where covid cases create temporary issues. but this is a category that we like and a very strong long-term growth runway for the chlorox company for years to come. >> thank you for everything you've done. thank you for your stewardship of a great american company and for your decision to help many more people, and not be the way

i've seen too many ceos in my lifetime chairman and ceo of chlorox. thank you so much, sir. >> thank you, jim. >> look, own it, don't trade it. we'll be back after the break. ♪i'm always walking to the same old place♪ ♪just in case i see your face♪ ♪i may be acting crazy now it's getting late♪ ♪they took my heart away ♪but i'll be okay, 'cause♪ ♪in my dream world

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cosmetics company deal with quarantine estee lauder is down after march lows after getting knocked down during the crash when the company reported this morning, i think it justified the rebound. remember how ugly the market was today? estee lauder posted substantial beat, even though they weren't able to issue guidance for the next quarter we care more about their commentary i spoke to their phenomenal

president and ceo. first time he's been on with us. welcome to "mad money. >> thank you, thank you, jim how are you? >> fortunately good. and you, sir >> very good thank you. >> so tell me how sit possible that you had a gigantic upside surprise when people are sheltering in place at home, no one is traveling, and we might be in the biggest recession in 100 years? >> because, frankly, we have an amazing consumer demand and we are in business where consumer demand is thriving and the consumers find their way to get the products they want and in our case, while we're in

a recession environment, in a very difficult situation and most of us are in our homes with stores closed around the world, the consumer found a way to buy our products online more than usual. found a way to buy our products in anything that was open around the world. and so we could serve them in the best possible way also during the crisis. >> now, you're a great teacher, sir, and i need you to teach me why drives people to have makeup and skin care when they're not going anywhere, because clearly there's more to it than just how you look in the mirror >> yeah. first of all, consumers around the world are buying more skin care skin care is a category and you can understand people are more -- think about their wellness, they want to pamper

themselves they also need a pleasure moment for themselves and skin care does that very well. on top of benefits to keep your skin moisturized, hydrated, and many other good things that the skin care products can perform, even when people are locked in their homes. at the same time, you just need to imagine that we are working with different technologies like zoom or skype, et cetera, and many people want to look okay in these videos so it is very important also for those situations. >> that's brilliant. i hadn't even thought about it when i do my boozy brunch with my kids, they dress up let me ask you about china china is ahead of us in this illness and there was a part of this quarter where china basically reopened how did china do once it

reopened >> very well very well. i have to say the chinese consumer had positiveness, they need some positive feeling so they've gone back into consumption in a very strong way. also in china, like in any other part of the world, where we see the recovery starts. the recovery starts online the way the consumer recovers first, online. in that case, they're doing very well and then the brick and mortar keeps growing and soon the consumers feel safer, feel that the level of retail is there and that's the reason for going back to the stores. they do go back to the stores and we are seeing this in china. so in china they recovered

pretty fast and during the recovery phase people go back to more regular consumption, but also people are back in their homes. in the homes, they have 12 brands of beauty, or in asia, 14, 15, and people got less, so now they are restocking. they are restocking and that is a positive factor for the recovery >> how historically has your business done in a recession we usually think about the lipstick, that peep buy lipstick even in a recession. is it true or is it a wive's tale >> no, it's true the concept, basically lipsticks are an affordable luxury that

even in tough moments people want to do when you need to renounce so many things in the case, like we are all locked down in our homes for a period, and so you want to indulge with simple, affordable things so luxury cosmetics, luxury beauty is part of the simple affordable things that people want to indulge in to keep going with their mental peace of mind and with their positive attitude so we see that historically during a recession, our business has been pretty resilient. obviously during the middle of the recession the growth goes down or in some cases even down a little, go down in consumption, and immediately as the recovery starts the luxury sector is going faster in beauty

than before. and so the recovery is the most important period. >> and you have some new products that have had some rather great success, and also your hero lines that seem to shine even during tougher times. >> yeah, what we call hero lines, our products which have the best loyalty these products do very well in this period because, as you can imagine, when people are in a situation with less comfort, they want to have the products they love with them. that's their priority. and even when people go back to a more normalized life, the first thing they want to normalize is their habits. so they start with the products and then they go into new discoveries. so we are seeing in this moment that one of our strengths is having a lot of products which

are really performing, super high quality with a lot of people loyalty those products come back faster and we are enjoying that. >> now, i'm very much a person committed to a lot of different good things, good causes i understand that you've used the considerable power of estee lauder to be able to do some things to help the frontline people who are so in need of different sanitizing and personal equipment to be able to do okay. >> yeah, absolutely, we have done many things first of all, we took care of our employees and have created an internal medical adviser group to take care of our employees globally, everywhere, and to take them through this crisis both in terms of supporting them in case of problems and supporting the way to work and to make sure that the way we're working is reflecting the environment

and then we are making donations to support older people and supporting all the actions in every outfit of it what you're referring to is also important. we found a way to produce hand sanitizers and now we are producing hand sanitizer in new york, we are producing in belgium and in the uk, and we are producing hand sanitizer that we are devoting to the doctors, to the hospitals, to the people which are in need and to our employees to help them protect themselves during the crisis. >> well, you're -- >> on top of -- >> i'm sorry, go ahead. >> the last thing i was going to say is this week we launched a new idea, which is a fund to protect our employees globally that have been affected by the virus themselves or their families or in their jobs, and we have started with $10 million and we have asked everyone to

contribute the company, the lauder family, employees, management, we're all creating an internal fund to support the employees around the world. >> well, it's a great family company and you're a terrific steward of it. mr. freda, president and ceo of es stay lauder, thank you so much, sir. >> thank you, good to be with you. >> announcer: thank you for making cnbc digital number one in business. we promise to keep you informed of the most complete virus impact on your job, your life and the economy. for the latest updates go to cnbc.com and the cnbc app.

what a hideous day for averages let's focus on the rare winners. seattle genetics with a stock that's up nearly 30% for this year, including a 6% gain today. here's a biotech company with a platform that uses antibodies to seek out and destroy cancer cells without causing a ton of

collateral damage to the rest of your body. their first product is a lymphoma treatment that was up 22% in sales in the latest quarter. but the big thing is their two new therapies, for ballader cancer and a cocktail for certain types of breast cancer, a cocktail like what dr. fauci has been talking about to go against covid. seattle reported yet and didn't get much fanfare this product was expected to do $8 million and it did close to $35 million. that's encouraging this is exactly the kind of stock that works during a recession. it's been an amazing stock for a long time. let's take a closer look we'll talk to the prt, chairman and ceo, doctor, welcome back to "mad money." >> thank you very happy to be on your show.

>> how is it possible that a drug -- i saw some estimates 7 million, 8 million, but it did $35 million. what does that bode for what this drug could do >> well, it is a drug for metastatic bladder cancer. it got approved last year so this is the first full quarter of sales and we'll move from here and continue providing it to patients really in need with metastatic bladder cancer, which is a really bad prognosis. and the drug we have here is very active and doctors are embracing it and it's helping patients >> well, there really is -- i never thought there was anything for bladder cancer it's just this drug, right >> there's some therapies that have been used for years and there are different che chemotherapies but it's a really bad disease and once it's metastatic, most

patients pass from the disease within five years. it's a short time horizon. and this drug is really helping patients. >> is the word out worldwide if people thought it was 8 million and it about 35, it must have spread like wildfire throughout the medical community this is the drug to use. >> we were just approved in the united states right now. we were approved about three months ahead of the action date that the fd asset for us they worked very closely with us with a break through designation. but we're trying to finish up a study that we'll use to senate around the globe it's a really big global study we also have studies in front line and newly diagnosed our first approved was in patients with relapse disease who have gotten the old therapies. but this drug is very active and we're using it in a regimen in first diagnosis where we have already come up with some data that was, quite frankly,

spectacular. but that was in a small data set. now we have to go prove it in bigger datasets. so we have two trials running. one is smaller, one is bigger. one is focused on united states, one is global to try to get it to front line approval and get it out there to change the life history for patients with bladder cancer. >> is there any expectation for -- is it maintenance, can someone live for a long time, do you think, with bladder cancer >> well, we haven't yet gotten whole data sets on overall survival, so i don't want to speak before we have our data. but it is an exciting process expe expect and with the high response rate we have, when we looked at the first line patients, we have in a regimen with a drug with a 73% objective response rate, which is way above anything that's ever been

seen and after a year, we did not hit our median time for even progression. so it looks like if the data are followed and done in a bigger trial, perhaps we'll have the kind of data you're looking for. but i don't want to speak until we have the data and we're very excited about this drug. >> and is merck a good partner >> you know, merck is a good partner. now, this drug is partnered on a global basis with astellas and we work closely with people. merck is contributing to the trial and we're really excited to have all three companies participating in this global trial. >> hwhat is your feeling for tha drug >> it's just a great drug. that was approved four months ahead of the fda action date and

approved in a way where we have a good label and the label allows doctors to write the prescription and it really can help a lot of patients we do have survival data and we have data for patients that have brain metastasis in breast cancer and we're focused on her-2 positive, half the patients can develop brain metastasis as it progresses. and often they pass from the brain met taft is and not the original tumor so it is important to treatment patients in this regard and our data was just stunning and fda, we worked with them and got this approved we've already submitted to the european medicines agency and through something called project orvis, we're getting approval in territories such as switzerland and singapore and australia. so it's going a global drug soon

and help those with brain cancer and breast metastasis. >> this is remarkable to have not just one, but two within a short period of time congratulations to you this is an incredible thing at seattle genetics. >> it's been four months since our last approval and i brought my team together and i said, so in four months are we going to have another drug and i got a lot of quiet faces and i started to laugh we can't make a drug every four months but i tested my team. i am fortunate that we have a great team and jim, we are a company that focuses on science first we believe in our science, we have great passion for treating cancer patients and we work really hard. >> look, congratulations these are incredible numbers and for the patients it's just such great news this is a much better story than i had thought of even a year ago. it's actually quite remarkable "mad money" is back after the break.

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it's the time of the night then the lightning round is over are you ready? brett in wyoming, brett! >> jackson hole, big boy >> you've got the edge on e. i'm doing okay how are you? >> living the dream, my friend living the dream it feels like the wheels are coming off the train last fall i love the burgers and their

shakes, but shake shack. >> they report next week i was none too happy they submitted for the ppp. i mean, i was just not too happy. let's see what they have to say for themselves let's go to eric. >> how are you doing >> good. how about you? >> doing good. i've got a question. i'm 24 years old i have 422 shares of virgin galactic in a roth ira should i hold, should i sell >> you've got the right time frame, believe me. this is what could go right in the future involving space travel and why not why not own some to me, it's overvalued, i think the time frame may take as long as you mentioned but if you want space travel and you believe in this guy, then you should own it. let's go to bill in georgia. >> jim, how are you? >> i am good how about you?

>> fine, thank you my question is, what do you think about the blackstone group? >> you know, this one, stephanie link, who is my great friend, recommended in the 20s and 30s and 40s and then it went all the way up to 60 it's come back down to 50. i want it lower. i think it can go lower. >> jim, hey, i wanted to ask about cin, especially since the book value per share is way above the -- >> i don't trust the book value, i don't trust the stock. i don't want you to own it i don't want you to own it let's go to spencer, please, in washington spencer. >> hi, jim happy friday >> i know. wow, happy friday to you >> yeah, i'm interested in your views on car parts. >> i like the salvage business

we recommended the stock many years ago. i think you're good to go. jacob in michigan. >> what's going on what's up, jimbo i'm doing all right. how about yourself >> i'm glad it's friday. how about that >> yeah, buddy got a question el dorado resorts, what are your thoughts >> the pandemic is just a game-changer for certain companies that just had big moves up this week it should not have moved up. i don't want to own that stock how about scott in florida scott. >> hey, what do you think, jim i'm really getting excited about the floors and decors stock. >> i would rather see you in fortune brands, which is home and security, and i think has a more stable situation. let's go to chris in georgia chris. >> hey, happy friday, jim. >> how are you, man?

>> good. calling about twilio with everybody working remotely from home and a lot of people not working, period, what is going to happen? >> i'm worried because they had a million small businesses that were greatest clients and how small business is on life support. ladies and gentlemen, the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade turn on my tv and boom, it's got all my favorite shows right there. i wish my trading platform worked like that. well have you tried thinkorswim?

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pure protein. featuring the emmy award-winning voice remote. all the apps you love, including netflix, prime video, youtube and hulu. and the most 4k content. the best entertainment experience all in one place. let's talk about the aaas, no, not batteries and the american automobile association. i mean amazon, at&t and apple. all three of these stocks have been hammered since they reported and that's confusing a lot of people so i want to help you understand first, amazon, the a in faang, reported blowout sales with disappointing earnings at first pass, it seemed like

they aren't making enough money on the sales that's not it. the weak earnings are kind of by design amazon could have racked up $4 billion in profit, but jeff baize ow bezos said he wants to spend the money handling the pandemic. as he explained, if you're a shareholder of amazon you may want to take a seat because we're not thinking slow, end quote. we had periods where amazon was in invest mode and had to hang on until it was over after that, the company was able to pull out all the stops and make fortunes for shareholders this time it's different, bezos isn't spending the money to make money. he's dealing with the pandemic maybe more workers get sick and you'll have to wait longer, but amazon would be more profitable. he's not doing that, though. the revenues tell you that demand is off the charts but there's one area that i was a bit disappointed with, amazon web services which only through by 33% at a time when people are being

forced to work remotely, i thought they could do better than that and so did david faber when morning when we were going back to forth. either way, let's not overthink it, amazon is too good to ignore you need to treat this as a buying opportunity although i expect a several-day decline, especially as workers worry about an investigation next is a quandary the company reported a fabulous quarter and then they gave no guidance future is too uncertain. when they refused, the stock got hit in after-hours trading and was decked today and last night when president trump was talking about restarting the trade war with china bad timing china is the only fully functioning economy in the world right now. if we're going to have a trade war, at least wait until they're up and running again as for apple, i think they were right to give no guidance.

it just represents an awareness that we live in a dicey time and it's impossible to predict how this pandemic will play out. but is apple worried about the future no way companies don't boost dividends and increase their buybacks when they're worried. apple did both when i spoke to tim cook he confirmed to me this has been good for apple, because apple owns the home and as more people work from home, more business gets done on apple's machines. more it professionals who prefer dell or hp loaded with microsoft, maybe they give away to apple for the enterprise. if it weren't so near-term negative, i would tell you to buy apple monday morning the stock was down before the trade war worries and caused it to get crushed the s&p 500 was just too strong to resist. so i say let's wait until the market gets less overbought. this is the easiest of the

three. amd had an amazing quarter with gaming centers and laptops i think the next will be better. the company was so confident that it got 25% growth given the track record, i'm betting that's conservative.% wi the analysts postured that they maust must be losing share my analysis, wrong some of the strongest chips in some of the biggest categories and i'm betting things will get better from here so i would start buying amd on monday the sell-off was too much. if it goes down more, buy more this is a terrific situation and it's getting more terrific as it gets lower stick with cramer. to give you the support you need... to stay motivated keep active and sleep well. add a little more health to your day... with nature's bounty. that's why working together ist more important than ever. add a little more health to your day...

at&t is committed to keeping you connected. so you can keep your patients cared for. your customers served. your students inspired. and your employees closer than ever. our network is resilient. our people are strong. our job is to keep your business connected . it's what we've always done. it's what we'll always do. so it doesn't make a whole lot of financial sense for them to stay in this great big house. but, well, this is home. it's where they raised their three boys. could they downsize? sure.

will they? not as long as thanksgiving is a holiday. planning for the future is about more than just money. let equitable be your guide. we have three outstanding ceos and three amazing companies. three stocks that you can buy, two that were up today on a bad day. seattle genetics, that's for real that's two blockbusters within a year's time. chlorox, try finding any of their products and estee lauder, it's the zoom. it's zoom that matters it was the selfie generation and now it's the zoom generation i'm jim cramer, see you monday

watch and listen live on the cnbc app good evening, everyone i'm tyler math son on day 124 of the coronavirus crisis as lockdown orders end across the country, there are new questions tonight about the potential danger as the effort to contain the virus failed a new warning tonight. >> i am happy to announce that gilead has -- >> gilead gets