>> i have chewie for my final trade. >> guy >> love the pet themed show, but i am going to give you fire eye. good quarter and stocks should be higher than it is, in m my mission is simple to make you money. there is always a bull market some where and i promise to help you find it. "mad money" starts now hey, i am cramer, welcome to "mad money," welcome to cramer america. my job is not just to entertain you but to teach you call me at 1800-743-cnbc or tweet me maybe we spend so much time focusing on covid-19 or the election or the stimulus

even if all those stuff matter today which the dow lost 222 points maybe we should leave room for something else maybe we should leave room for leadership the kind that allows companies to transcend macro out performance. leadership like the kind of leadership we are getting from dr. lisa sue, the ceo of amd for those of you who have been living under a rock, lisa sue, may be the formal executive at our time she arrived to our country she went to mit where she picked up her bachelor and master's and phd, she's a total east coast heavy weight she came to amd in 2012, took

over ceo in 2014, back when the stock was trading at 2 bucks at the time amd was one of the worth balance sheets of any publicly traded company. lisa su is one of the most competitive people i have ever met even though her background was not engineering. she knew it before she could design new chips that was the only way to go after their arch rival intel when su did raise the money, she got everything she needed and she reached out to me, set the record straight. she was going to run circles around them. i joked that intel was keeping amd alive by defending potential antitrust performance. she didn't think it was funny.

it took me sometime to realize she was the real deal. her computer process and gaming chips was realistic. i am glad i started pushing the stock to you this may be the most impressive turn around in business i have ever seen. some where along the way, su built amd into a company that could surpass intel. they're neck and neck with nvidia just a week ago we listened to intel whined about the tough environment. that's an astounding number, accelerated revenue growth of a

big company. we learn that amd is doing something that some of you may not have liked, they're buying xilinx when i asked su this mornin morning -- the why buy a se semiconductor -- she says it is all about the tam, the tam is the total addressable market she wants to shoot high in the market rather than pigeon holding in the data center to me after initially being skeptical once again, i was convinced. because when you do these big

stock acquisitions, these come out. these were guys selling amd and buying xilinx. others don't want to wait a year and a half for the deal to close. so many others doubted su's leadership, her decision making. if i learned anything of the last six years doubting her leadership is a big mistake. you need to buy right now. she's not the only one i want to demonstrate that we have to think about ceos and leaders as transcenders of the front page let's take carly davidson. business being run by dinosaurs and old management for their old

customer base then comes in jozn, she'she's a german, bringn younger people changed the nature of the business and culture although he would say rewire which is their term. we were not sure at first. harley davids harley-davidson did seem broken but today we learned that they are working. i would not be surprised that if this is not the first of many. how about kevin conroy, someone we champion for years, you know what he did today? he bought the biopsy business

and he did it for $2.15 billion. it is a holy grail of this age of medicine. you know the much lower price tag that conroy got is one of the reasons his stock soared those are both major achievements when we are celebrating success around here, we have to celebrate the impossible the cleaning of stables of amd by dr. lisa su and turning a chip maker into unbound. i had to go unmythical to tell the story of this legendary turn

around amd has a ton of upside. you are getting a magnificent quarter for free bank with her and be grateful that you can go along for the ride i would say we go to taylor in california >> how is it going >> not bad >> a stock i have been interested in, ino, they're promising pharmaceutical company and things looking great after they were hitting 5 x after i got in the fda put their trial on hold not because of adverse effects but they had some questions. >> i am from this meeting and i know dr. joseph kim.

i think you have to bull and jump shift when that kind of things happen. in the same way i feel about sorrento let's go to scott in ohio. >> hey, jim, thank you for taking my call given the recent bull market in automobile, i want to get your thoughts on honda motor company. they have automotive sector but power equipment and power sports and off roads. i want to know what your thoughts with their lower -- >> i think it is okay, watch the stock do nothing for a long time i prefer gm and ford wow. i didn't think i would say that. let's go to chuck in texas, please >> hey, jim. pittsburgh, texas. several weeks back you said clorox was your second stock

behind apple, it dropped down about $25 a share. what's your take on it >> let's understand, color rex had beclorox was my favorite. i prefer proctor gamble now which is a little cheaper. it had a really amazing quarter. it is important to focus on leadership, people the leadership we got from d dr. lisa su. amd has more chance to go higher is it time to circle back to the once -- the dead raytheon does not expect air

traffic returning. with the election a week away and a new supreme court justice on the court, the affordable care act is hanging on the ballot i am asking santeen how the company is positioning itself, stay with "cramer. >> follow @jimcramer send jim an e-mail to madmoneycnbc.com or give us a call at 800-743-cnbc miss something head to cnbc.com ♪ you can go your own way

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down, nasdaq was pretty strong remember we have been through this twice before and every time is stocks have been about dead when the pandemic took the storm in march and the world collapsed. then this new age of social distancing we saw something in june when the second cases of covid in the southwest. wall street did not panic like it did in march. the dow tumbled from 27.5 to 25,000 in a matter of day. better than the crash in late february and early march where the index closed its values in a

view weeks i will mention again that it was down 5%, i heard these stocks pronounced dead. now, covid cases hitting high record again and it feels like a similar pattern. however, the situation is more complicated this time around, not just because there is an election a week. when the second wave hit, we got all the federal stimulus money from small business to jobs. on the other hand, we are seeing encouraging activities like amd buying xilinx. what else? well, this week we got earnings from some of the most. we'll get earnings for every one of these companies

microsoft reported after the close today, boy, it was gorgeous and it was fuelled by azure. though the stock initially but did not budge. i think those who own it do okay then on thursday night, we hear from facebook and amazon and apple and alphabet faang reported with the exception of netflix what the heck do we make of these big tech names this is an actual buying activity we know it is a fraud moment and an emotional moment. i am always telling you to take your emotions out of the equation and that means falling back on a more quantitative, less i motiemotional approach the founder of fair lead strategies with a great newsletter this is the first time we

feature her stock on the show. she's a veteran and more than 20 years experience she was a chief strategist at ptig she's been a lot on cnbc as a regular guest. take a look at this daily chart of the relative performance of faang and m index verses the s&p 500. they leave the rest of the market in the dust despite the fact i hear way too often. i heard these stocks pronounced dead endlessly i am trying to keep you from being hurt what else? this tells you when something is getting over sold.

those are the great conditions we have only seen it four times. faang came down too far too fast, which means it could be for a continue bent. there we see that, that's in blue, okay it is moving higher and gradually rising floor of support, okay? the 200 day moving average revealed the trend, it is well above that that's okay. it shows real strength this whole group got hammered in september and got fooled out with the red hot ipos. a lot of investors rang the register on these stocks it spent the last month going sideways the group just took a breather before the next leg higher what do we see when we drill down to the individual faang

name plus m? wow, this is pretty. when you look atthe action, i am sure there will be negative headlines. stocks saw a short term break out last week. so don't let whatever in washington input what's going on here facebook's behaving like it wants to go higher i think it can take out that high twitter is reporting soon and we saw unbelievable number with pinterest and fantastic number when we looked at snap all right, how about alphabet. the parent company of google gave you a short term break-out with good relative strength. apple, amazon and netflix, they are a little different apple and amazon, they spent

spent -- going to today's session. they will give you over sold oscillator the first time it happens for either of them since the september's lows when you get the over sold position like they have, you should get a balance this chart is not as good as the other chart. how about the action with netflix. given the company reported some disappointing results last week. the stock plunged 525. stocks note that netflix has a strong support of 457 and it is down 4%. this is a weak chart throw in the fact that netflix is a thesis stock.

it is the kind of thing people want to buy when they want to make it in the company let's take a look at microsoft it gave you an amazing quarter today. that makes me feel bullish as you see from the 50-day held the support. put it all together when covid cases spiked, you have to buy the faang names plus m they all found ways to benefit from the pandemic. we needed a gut check here the chart that's interpreted by katy stockton suggested that facebook, amazon, and apple and netflix and google and microsoft reported great numbers tonight are higher than yesterday's beat down reported average. so you have my blessing to buy a little bit before their report on thursday night.

my travel trust owns them all. i am betting they'll be safe to buy and to even more weakness. think about how great that was to buy don't give up on these stocks. don't let people scare you out of them. stick with cramer. some things are good to know. like where to find the cheapest gas in town and which supermarket gives you the most bang for your buck. something

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change is all around us. shaped by technology and human ingenuity, we can make it work for you and your business. the old united technology decided to break itself up to three separate usinesses, righ before the break up, covid 19 hit.

the meanwhile some investors worried defense business could take a hit if we get a wave on election day. raytheon gets no luck. the analysts were looking for $200 million sooner or later, we may not be there yet but we need to be ready. let's take a look with the ceo of raytheon, greg, can you out run your own major industry, is there a way to be able to out

grow a business that we know that is hit by covid or some cases by boeing by a special situation? >> so look, these are unprecedented times jim as you know there is not much we can do to stimulate demand for folks to get on airplanes we know getting on that airplane is the safest way people could be people still don't feel safe getting on airplanes until they do, business is not going to come back to what it was in 2019. i think the key for us is to prepare ourselves for when that recovery hits. so we can see the leverage on the upside just as what we are seeing on the downside we have taken out $700 million of cost in the third quarter and another 100 million cost out in

the fourth quarter all these things we are doing to prepare ourselves when the market does recover to see a significant upside in margins. tough decisions but necessary. >> you have enough cash flow to diversify or b, buy another company that you know is going to recover quickly or return money to shareholders. which is the best thing to do right now? >> the best thing we can do is take the cash we have and continue to invest in the business your earlier point, defense remains a significant opportunity for us we see huge opportunities to take this jointly developed company. while there are some attractive targets out there and everybody knows it is a big deal, it is

not a prudent thing to do. the second priority is a start share buy back we have $10 billion of carbon the balance sheet. cash will be good in the fourth quarter. cash flow will improve dramatically again, it is the investment for the long-term. >> at the same time i have be, more to be done? >> well, yeah, absolutely. today we talked about a commercial site security business that raytheon got in to a few years back so we sold the business, we'll get a billion and a half dollars

of net proceeds on it and on top of that a couple of legacies and businesses that we were able to digress. there is more to do. as we think of the portfolio, there are some things that are not core to raytheon technology. we are constantly looking at those things there is something on the defense side that we don't think and we'll continue to push on that >> there is a couple of issues that are nagging and that people are worried about. one is a blue wave you have done enough work to say there is no change of anything and then these stories about how china has had it with raytheon things that people have in mind that may keep them from promoting a stock. >> let's start with the

political front. i know there is concerns defense will go down if there is a biden administration defense is always a bipartisan issue. when the biden was previously a center, i think he had a good national defense he underthe need to work both sides of the isle and providing national defense these are challenging times. we lost our technological edge to the chinese and the russians. i am not worried so much of defense spending going down. there is a national defense strategy that lists 10-key performance. we are right in the middle of all of those i don't have a big concern there at all we are with this administration,

friends with countries that are active in defending their turf but offense on some degree i am talking about saudi arabia. we know in asia and taiwan just got a huge number because taiwan does not want to be attacked so i mean is you are aware that you save to 30% to say 50% >> maybe that's the biggest opportunity. you asked me of the issue of the chinese sanction of raytheon were true. >> this is a natural conflict that we'll have all the time it is not going to be a huge impact on commercial business z. the businesses that we sell into china was supporting special

aircraft or essential to the chinese company. >> i don't expect much of an ip pact on the sales on the commercial side. the growing threats around the world are real we see it in saudi arabia last year with the attack on the oil fields and necessity of defending these targets. this is asemitysmmectric there is a need or desire for our high energy laser that we used to depends. there is a lot of things out there to improve international defense in the nks couple of

years. >> i know united technologies, is that something you have been able to continue at raytheon's e technologies during these tough times. it was a core value. we kerr relinquish relinquish, we had 44,000 people learned their degree whether it is their bachelor's degree or phd we spent nearly half a billion dollars on it. we hi the better edge rated work force is the key to company it the people don't in ne vaccinate. >> this is going to be about corner stone in a long time to come >> greg hayes. the ceo of raytheon.

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all right, what the heck does santeen have to do to get some respect around here it is textbook biden's stock most importantly santeen reported an excellent quarter. again, that's related to joe biden's healthy polls number

most of that beat came from one time items, take them out, the company only beat by a penny while they raise their earnings, it was only 12 cents which had some investors assuming the next quarter may be weaker. that's a lot of hoop to jump through. don't take it from me, let's check in with the chairman and chris christie of centene, mr. snyder, welcome back to "mad money. >> thank you, jim. good to be here. >> didn't want to qualify your gain this quarter as one time only i am looking at $250,000 loss, i don't know if you know which loss i am talking about. >> no, i don't >> that's not a loss >> i am saying you are not getting - no one is talking about that and i am determined

given what you do in life to mention it i am doing it not last but first. >> thank you if you look at the press release, we gave in all kinds of boxes and dropping it down to9 cents. i don't look at consensus but i am told there is aspen any better than consensus. we took part of it reinvesting in fourth quarter with medicare and new products we have coming out. i took 275 millions of them and put it in our foundation so we'll be able to support medical research and give the money back to the community in which we live and work. we give about $15 million a year we sponsor $100 million of

research over ten years. we are doing pancreatic research >> so today, the business is cancer from liquid biopsy. >> you would have a meeting at centene, listen, we have got to get people to do this and reduce the cost of fighting cancer? >> what we are doing is focus on the market for pancreatic cancer anything we can do is diagnose cancer sooner. the earlier you get it, the more curative it could be

we'll support thinking of that nature that makes sense and helps individuals identify what the cancer is. >> let's start practical but, you and i both know there are area in this country where no one wants to write insurance. why? >> the system wallais sets up te adjust so there is incentives. do you think there will be changes in the way affordable care act works and not leave holes like you and i know >> well, i do, we are in nevada where they have no coverage. we went in and spoke with the government here. we did it. we are molt states the when we do it, we try to do it in the whole state.

sometimes when you have some time, i will walk you through it we have some plans to improve the marketplace product. >> maybe this is what you are allude to on page nine of the transcript that you like a ketel mar competitive environment. >> he's talking about someone that's competitive, that's competitive. i like the environment better, it helps grow the market if you are number one like we are, we do very well >> okay. if you have time i will give you a quick antidote >> my father was a determinolo y determinologi determinologist. he was so much better than the

other one that it made him look good >> the supreme court, texas verses california. i like that. those two are at war, psychologically. what's the plan? >> i believe that we have the capability to adapt to what the environment is what we insist on is making decisions as what we saw today to try and think of what if's. let's look loat the facts and decisions. one day we'll be right a giant company that you better start learning about, santene. "mad money" is back after the break.

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it is time it is time for "the lightning round. >> and then "the lightning round. i am going to start with jamie in new york. >> oyo, how are you doing, jimmy >> five months ago you said you were bullish on black stocks do you think tea can still compete? >> microsoft is just litting

their threat snop i got to go and listen to the democratslap let's go to mario. >> i am asking about palantir. >> it is starting to move up it is a good company it got a good book of business >> why don't we do to christian in wwisconsin. >> thank you for all you do for this community first time collar. what's your thought on agt >> never invest in a second rate

company. i have been against this company even when they announced the deal that's been right. it is not time to buy. i need to go to lori in alas california >> a big booyah for me kids. i am very excited. >> my question is, what do you think united umc >> it is going hard. i think t in a good space. you want to be tlnt and you want to throw in tiawan tiebt i have another company

that i don't hear too much about it on your show. this had good earnings and it is in the sweet spot of all the things that's needed >> the company is west pharmaceutic pharmaceuticalty it is gok and got some good healthcare products you but it is not in the lead it got three times about some of the j. and j thst fot more me >> let's to zach i am graeting ready for dallas >> rak i tatd to law school die. i had to go to ben, what's up? >> i am looking long-term of the

stock, kimberly-clark. >> i didn't like the quarter it was a big miss. it should have shocked the lights out >> proctor did >> the dock does not get cheaper and it is going to stabilize soon that was disappointing >> thooir not expensive. here in 17 times earnings long-term, i think you can do it i need to go to andy in jury box och >> i need to go to andy in texas. >> booyah from austin, texas >> i am asking about g gilead. i have been against this stock every time it rauzs their ugh bli head noom wh when you give me a break here that's the conclusion of the lightning round.

>> the lightning round is sponsored by td ameritra dde myd myd before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪

tomorrow the ceos of boeing and ge when does the factor of the stock becomes mainstream those stocks go mainstream when they reach a point where the future us now. usually it is under line compan

wants that they'll pay good money for. look at the stock of plug power. this one is going mainstream because the future is here, not ten years or two years from now but here right now for years i have warned you away from alternative fuel scream especially huge cells. >> a decade ago that was true of plug power but not anymore now it is the real thing >> andy marsh told us mace company deployed 35,000 unit sales. those are name brands. it used to be this technology is so expensive but now it is cheaper than the alternatives.

public companies did not used to care about climate change. we got ton of businesses trying to become carbon neutral as fast as they can. this is absolutely a factor and it is in the success of this company. >> amazon came out with the title, "driving without business." snoorps the doe of microsoft reported a great corner. he talks about how he wants their suppliers to reduce their, which means their supply eres have huge incentive. walmart declared, they mean they're targeting 0 mission by

2020 the engine maker, comet that's begun to work on engines there are plenty of other plays. there is still speculas why do i believe in this one >> because andy march ton used to work there. and now it ruled the world >> from the time he left th the 80s. marshal has been at plug power for 12 years right now i think we are still

in the gigantic stage. you know what comes next i like to see there is always a bull market number, i promise to find it for you cramer see you tomorrow "the news with shepard smith" starts right now i'm shepard smith on cnbc, and there's breaking news now in middle tennessee a live look, children's hospital erlanger in chattanooga where a number of children have been airlifted from a horrible bus crash in nearby decatur, tennessee. a local utility truck hit that bus head on, after classes, after the 3:0 p.m. hour this afternoon, and that the kids came from -- and possibly others, but from