play. >> tim >> how about those g-men yesterday, mels. to me, merck. >> the g-men. >> giants, my mission is simple to make you money. i'm here to level the playing fieldinvestors there's always a bull market somewhere and i'm here to help you find it. ""mad money"" starts now. hey, i'm cramer. welcome to a special seattle edition of "mad money. coming at you from the iconic space needle in the heart of emerald city i'm trying to make you money my job is not just to entertain but educate and teach you so-call me at 800-743-cnbc or tweet me i come back from italy all

optimistic and all i can hear is prego, i can't get it and misunderstand the problems facing this over valued market never mind the dow gained and nasdaq jumping 1.27% sometimes you want to tell these doubters as i did constantly strangers on my trip, don't give up the ship. there are good things happening including things right here on location in seattle where we'll be talking to the ceos of amazon and expedia. anyone optimistic is on the defensive. why? first, the bears say inflation is running ramped no matter how much better it is in the consensus, it just doesn't matter their attitude is the fed will keep raising and raising and raising up to 4 or 5%. what market can survive that

pressure surely not this one. second, i keep hearing that earnings will fall well short of expectations just look at the lead story in the "wall street journal" this morning. you don't want to own a single stock if there's a high chance that you're walking into an earnings short fall. third, these days the government seems like an endless source of pain for wall street unless you make solar panels. great moment if you care about the environment, fourth, here come the layoffs goldman sachs is going to lay off several hundred bankers shows a recession has to be on the horizon. you don't lay off bankers if things are getting better. an over valued machine is tech i'm sick of this the semi conductor stocks are teetering. pushed over by china's ridiculous covid strategy, if you can call it that and belig rens response blocking big semi

conductor capital equipment makers from selling to the chinese with the chip makers with the most sophisticated tech for artificial intelligence. all right. all right. all right. put it all together. it's easy to argue this current rally might be nothing more than a temporary bound. one that is more fantasy than fact let me rebut each of these b bearish points head on first, inflation comes in many shapes and sizes and flavors we know commodity inflation peaked months ago especially the highly visible fuel complex. it hasn't mattered one bit because we still have the intractable food complex and the wage inflation the fed can't do anything about food prices. we got water shortages, bad weather and a huge chunk of the world's crop supply vanishing thanks to the war in ukraine fed chairman powell does not conc control that we know there are ways around these rising prices. you don't have to just take a

beating. tomorrow for example, we're seeing the ceo of costco we know for the travel trust costco is doing an incredible job holding the line on food c costs. it's a gigantic retailer it's not going to be good. but creative consumers can avoid the real bruising prices by becoming a member of costco. not so hard. there is like 100 million of them how about wage inflation this is the stickler that's something the fed can and must deal with although they have to speed the needle to excessive layoffs and excessive wage increases that's why jay powell should hit us with another 75-basis point rate hike and follow up with a 50 basis hike in the meeting in early november if wages don't stabilize. that's nirvana people. it's not like we're making no progress we know the biggest driver here is what i call the job hop we've had a severe labor shortage in this country courtesy of covid so it's nuts

the bears want to harp on both inflation and layoffs. because layoffs will put an end to job hopping and tame wage inflation. so many jobs are being lost at busted ipos, spacs, the terrible v.c. world and positions not being filled at big places i can't think of major companies that are even hiring how about the potential earning short falls? i have no doubt there will be disappointments but man, we were supposed to get hit with a wave of forecasts from these big conferences we're hearing and so far had a few. more on that later okay i will give it to you. some groups are struggling the semis are indeed awful is banning shares -- banning sales after a.i. chips to china and punishing nvidia for what? being too smart. the semi complex is down 40% that's the worst decline in that group in a decade. even when you put aside the

geopolitical rivalry, the chinese government keeps wrecking the economy with the endless kwequest to stop the spd of covid the point of the lockdown is get under control until we got the seams. china won't use the good stuff because they prefer the less effective home grown alternatives that don't really work until the communist party changes the vaccine policy, zero covid means intermittent lockdowns forever. unfortunately, for the first time since the '60s china is back on the same page with russia as president xi and president putin get-togethers to talk strategy and mutual friendship that said, i don't see china offering much material support for russia's invasion. they're taking it to buy russia oil and gas at a huge discount that brings me to the single most important fact the bears just refuse to accept. ukraine is winning the war, and they're going to drive out russia something that would resuscitate europe's choked off economy kept

afloat by our own oil and gas exports. there were always two political analogs. boris' invasion of chechnya in 1994 and putin's brutal anaillation years later. most people assume the war in ukraine would follow the second pattern. putin crushing another opponent like he did with chechnya but ukraine is much, much larger than chechnya with 30 times as many people and their government receives extensive military assistance from the west unlike chechnya in the second war, there were hardly any turn coats in part because ukrainians remember the brutal repression under russia earlier than the 20th century during the '30s during the great famine. they're running circles around the russian army hollowed out by decades of crule it seemed like a wild card six months ago but now like an ace

of spades. this is a horrifying humanitarian disaster but if ukraine can bwin, that willi be huge for the stock market. we'll get a return to business as usual that would lead to a collapse in oil and terrific earnings for tech companies that do so much work in europe. food prices would come down, too. the eros itself would make a come back allowing international companies to make much more money overseas here is the bottom line. i have many more reasons to believe lows have put in including apple's spectacular $6 run today and an unprompted rally by amazon right here but let's not overlook the elephant in the room. if things are so darn bad, if the negatives are so self-evident, then why the heck do stocks keep pushing higher? i want to take some calls. i want to go to ronald in new

jersey, ronald >> caller: boo-yah from new jersey's number one city, newark a few weeks back, zoom had a bad earnings and you made a great point they may need to recreate themselves post pandemic do you think they're a possible acre acquisition target and if so, by who? >> i don't think they could be a possible acquisition target because this teams, if you don't have an apple device, let's say you have h.p teams, teams, it's like a bad fantasy team so no, i think there is really nothing right now that zoom can do sorry, nice people. if things are really so bad and negatives are self-evident, then why the heck do stocks keep pushing higher on "mad" tonight we're taking investing to new heights from the space needle in seattle. everyone knows amazon but could the cloud computing business be the key driver for the company as the world digitizes

i'm talking to the top brands and two consumer package goods players slashed guidance recently i'm revealing the names and what the cuts are saying about the state of market plus going one on one with the ceo of expedia what a stock you get a read on demand for travel so stay with cramer from the space needle in seattle. ♪ ♪ >> announcer: don't miss a second of "mad money." follow @jim cramer on twitter, send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc adss something he to madmoney.cnbc.com.

nurse mariyam sabo knows a moment this pure demands a lotion this pure. gold bond pure moisture lotion 24-hour hydration no parabens, dyes, or fragrances gold bond champion your skin ♪ ♪ ♪ ♪ ♪ ♪

when you work in it complaints are part of the job. bill says the coffee is weak today. but since cdw helped us switch to mac, everyone's happier. dan from finance likes getting performance without a big price tag. bibi digs the power of the apple m1 chip. mac is easy to manage, compatible with all our apps and came preconfigured by cdw. now we're even getting compliments. that was bill again, says he loves his new mac. he's right about the coffee. pst. girl. you can do better. at least with your big-name wireless carrier. with xfinity mobile you can get unlimited for $30 per month

on the nation's most reliable 5g network. they can even save you hundreds a year on your wireless bill over t-mobile, at&t, and verizon. wow. i can do better! yes you can! i can do better, too! now you really can do better! switch to the fastest mobile service - xfinity mobile. now with the best price on two lines of unlimited. just $30 a line.

we keep hearing that consumers are desperate to spend their money to travel. now that we're in a post pandemic world but that hasn't been paying off in the stock market everybody is worried about a fed mandated recession we're here in seattle, we got to check in with expedia the online travel agency with a stock that got e -- beat this spring. we got a chance to catch up with the vice chairman and ceo of expedia. take a look. peter, you have reinvented this company in the last three years. do you mind if i call you mr. travel >> you can happily call me mr. travel but takes thousands and thousands of people to be that. >> one thing that is absolutely certain, not everybody knows your brand but many different times you've touched someone

can you just talk about the gigantic ecosystem you've created? >> sure, in addition to all our brands and many people don't know all our brands but we have probably 20 around the world or more, including expedia, vrbo, hotels.com are the biggest ones but we also power many partners so we have bank rewards programs, other small travel players around the world, we power thousands of travel agents around the world so our supply, our technology is powering many travel partners all over the world and getting into these pockets of demand that we wouldn't otherwise reach. >> in terms of our viewers, there are a lot of people that plan out use you guys. i understand from the way you switch the model, you're rewarded and a rewarded person sticks with your company and has an actual lifetime value how is that working out? >> well, it's going great so far. we're really focused on trying to make sure that everyone comes into our site s hs has the bene

of memberships you earn points. there is bundling opportunities and package savings. we know people experience those benefits are much stickier and will stay with us. if you just come through as a transaction and you get a regular hotel room wherever, we haven't given you any benefit. but if you join and get the app and all the benefits we bring with the product, then you're going to be sticky and high lifetime value. >> it's difficult when i try to figure out like for like but peter, the numbers versus 2019 are stragaggering how much of it is people are traveling? >> people are traveling like crazy. if you've been in an airport, everyone is complaining about that they're too crowded with not enough staff travel has been booming no question all summer and still strong through into september. there does not appear to be much letup but we've been working really hard to change the nature of the company, bring technology together, consolidate our loyalty programs which is coming next year. all of those things will continue to drive the business.

>> a lot of when i come out here i realize the companies that used to be a lot of people answering phones are technology companies. i think that you have become a travel technology company that in scale has helped and made this thing for tens of millions of people. >> oh, yeah, we have tens of millions of customers, tens of millions of members and we're using -- we're definitely a technology company we're a technology company first because that's how we can use what we have to make the experience better for everybody. so to do it at scale and bring benefit to everybody, we have to drive the technology solutions, not just answer phones. >> when i go around the sites, i think that the value you offer, you offer smart shopping you offer price tracking but one thing i like you offer a sign at the beginning that say people might be at the top of the queue because they pay the most. don't you put your business in danger when you're that honest >> no, so we've taken a different view about it. the ads are there to help people find relevant content. of y

obviously, there is an opportunity for some suppliers to make their product known. everything we do is around trying to make conversion better so they're finding what they need so even those ads are context. you're seeing stuff relevant, not just ran dolldom things. >> it makes it much easier to compare when i go to the sites and whether i go to vrbo, to hotels, what i do is recognize i can get deals. everybody wants deals because despite the fact people are traveling like mad, we have the possibility of a big slowdown because of what the fed is doing. you want to travel but travel smart. that again, is your company. >> people want to know they're getting a fair deal. >> right. >> it's funny. it's a funny thing we go on vacation or a trip and if it's a bad hotel or bad stay or bad experience, it's terrible even if we save $5, doesn't matter still terrible. we're focused on both. how do we make sure travelers get into hotels and properties

with great experiences matched right to them and then how are they getting the best deal available? >> you got fabulous partnerships, the marriott partnership being a great example. the best to be affiliated with in the world. >> great partner we've done great work together where we've taken over their whole sale business in the past year it's been very successful for them we make sure the right rates are out in the market for them and proekt thin tect things for the. >> do something i care about, beyond all these great things, you have been a massive, massive debt paydowner that's important you had too much debt. you generated a gigantic amount of cash flow i don't think people realize how much money you make. >> that's probably true. we went through a downturn we had to go and borrow a bunch of money to get through covid and been paying it back since. we've simplified the business, we're a third smaller in terms of people. we're driving technology to

solve problems and made us more cash flow. >> business travel coming back or now this is just that luxury person who sits up front >> you're hear in seattle so -- and i'm traveling all the time so i think business travel is back i said from the beginning business travel would come back and we're seeing it all over we sold our business we merged our commercial business with amex gbt been a very successful deal and that business is going great. >> well, look, peter, i want to thank you, this company changed dramatically and i want people to know it i say that because i follow many companies. i had no idea the radical transformation of profitability you guys made. thank you for coming on "mad money. this is peter concern, expedia ceo. i didn't know this stock i didn't know the hanges look at it it's a winner. stay with cramer. >> thank you. >> announcer: coming up, as the diva once said, i need you by me, beside me to guide me.

but not like this. cramer cuts to the chase on the recent guidance from two stocks you might already own, next. power e*trade's easy-to-use tools like dynamic charting and risk-reward analysis help make trading feel effortless. and its customizable scans with social sentiment help you find and unlock opportunities in the market

yeah, let's redo the basement. and its customizable scans hello home movie theater. (laughs) spare bedroom. why not both? use the u.s. bank mobile app to apply for a home improvement loan. it's easy! wonderful alex! hey, that's what u.s. bank is for. anything else? how about a loan for a bigger car? our family is growing. awe. yeah, my brother's moving in with his five dogs. oh...

heyo! and we're expecting. ahh! (dog sound) expecting what? help for today, planning for tomorrow. u.s. bank. we'll get there together. even if the nice bounce last week continued today, this is a pretty down beat market as i said at the top, it feels like people are looking for any reason to be negative. okay it's hard to blame them. the federal reserve still in the war bath, an awful month in vast swaths of the market are in tough shape but one other thing we heard constant warnings about. the first two weeks of this month are conference season and a wide spread fear many companies would use the conferences to -- that's right, cut the forecast but it didn't happen though, at least not to a meaningful extent. conference season got rolling

with the barclay's consumer's staple and that turned out to be an exciting event, not a catastrophe where we got hit with mass guidance cuts. then the tech companies sounded off at the co-conference last week and i thought they were upbeat however, look, it's not been perfect. there were two high profile companies that did cut numbers and we'll talk about them. newel brands and mccormick don't i want to take a closer look at the stories because these are two very well run consumer focus businesses with good ceos to tell us about the current moment let's start with the parent of rubbermaid, coleman, mr. coffee, sharpie, paper mate and a host of other brands you find in use house, believe me. unlike the mccormick number cut, this one was fairly easy to see coming the problem here is newell makes physical goods for experiences like eating out or going on vacation as we heard from expedia's peter conkern

we heard from target, walmart. remember when target bit the bullet and dumped a ton of off trend inventory over the summer? that includes products from newell brands but what worried me is the products started showing up in the worst place until the world, that's right. the orange and red emails i get from the bargain outlet. the price chain. i am a car carrying member of ali's army and take my marching orders from these calls to action whenever you see a company with real brands showing up in the best deals newsletter, that's great news for alia but terrible news for the companies in question because nobody wants the merchandise to end up on the discount rack kiss of death. i've been growing increasingly concerned about newell and last week that was correct because right before the barclay's consumer staples conference, they cut their guidance for the third quarter and the full year by a significant amount. previously, the analyst thought newell could earn $1.79, $1.86

and now like a buck 56 to a buck 70 meaningful hit listen to the ceo robbie quote, we have experienced a significantly greater than expected pull back in retail orders and continue inflationary pressures on the consumer. retailers don't want to be caught with too much out of demand inventory so they're cutting orders august was tough the home and outdoor categories as being hit the hardest hey, that pretty much finds the space. again, this doesn't exactly come as a surprise, right we knew the home goods and outdoor space thrived during the darkest days of the pandemic and they have fallen off now that covid reseeded at this point, it's not that consumers don't want the stuff but the retailers got a lot more cautious about placing orders because they're stuck with too much inventory but the good thing here is that newell's number cuts didn't take wall street by surprise the stock was hammered by the

mid august highs so once they were lowered, the stock ended up higher it rallied after an initial selloff. i like that. of course, these guidance cuts are the last thing you want to see as an investor but newell is trading at 11 times earnings and the stock yields just over 5%. in short, i guess you could do a lot worse. what does worse look like? it looks like mccormick, the maker of spices, seasonings and franks red hot sauce which came out of nowhere with a much more discouraging forecast cut historically mccormick is a company that thrives during recession. consumers have less purchasing power because people do more cooking and i'm eating more spice. this slowdown is the silent difference when they report in june, they slash the full year forecast because the consumer business is struggling in europe and asia and made disturbing comments about high priced elasticity meaning mcing mccormick has pri

increases and consumers weren't buying it. i told you to stay away until management gets the house in order. unfortunately, they're not there yet. last week mccormick hit us with a negative full year forecast yet again for the quarter management said they expect to earn 65 cents per share. wall street was looking for 83 cents on slightly lower than expected sales for the full year flat to 2% sales growth down from 3 to 5% in the previous forecast a 40 cent earnings hit compared to what we expected. this is a growth stock for heaven sake. the ceo had on the show many times blamed quote higher price e elasticity than expected it doesn't help they're struggling with supply chain whoas. what matters is mccormick raises prices and rather than paying

up, they'd rather trade down to the cheaper knockoffs and that's why the stock tumbled and while it's rebounded a bit since then, it's still down big. but what really makes the mccormick situation worse than the newell situation is where these stocks are coming from newell is selling for 11 times earnings and mccormick 27 times earnings mccormick doesn't have a 2% dividend yield not only are mccormick's problems more serious but much less dividend protection that's the bad news. the good news is newell and mccormick were the exception at the barclay's conference last week a lot of money managers expect this to be a nightmare but turned out to be better. we're not done with conference season and more pockets of weakness but the bottom line, when companies do cut the forecast, sometimes you get a newell situation where the negativity was expected and the stock rallies anyway and the mccormick situation where the

numbers are bad, right now they seem few and far between, at least for the moment i say we take calls. let's go to frank in ohio, frank? >> caller: hey, dr. cramer, good to talk to you appreciate your advice i want to check with you -- >> sure trying. >> caller: i bought some shares of a few months ago financials look strong but it's really been beaten up over the past year i want to see what you think today about boot barn? >> this was one of the great growth stories i believe between the two there is a lot of buying and stuff but i got to tell you, while the stocks come down, it's still expensive and that's why dr. cramer says not yet. that's not yet because i don't speak russian it's not yet all right, still ahead, amazon wants to power the operations with 100% renewable energy by 2025 i'm finding out exactly how they plan on getting there and more about their sustainability efforts with the amazon web

services and explain how my bout with a lost iphone and watch should teach you a lesson about holding apple stock. plus, your calls, rapid fire tonight's edition of the lightning round so stay with cramer from seattle.

finding the perfect project manager isn't easy. but, at upwork, we found him. he's in adelaide between his daily lunch delivery and an 8:15 call with san francisco. and you can find him, and millions of other talented pros, right now on upwork.com ♪♪ hey dad, i'm almost out. i got you. any questions, chris? all good, thanks maura! healthier is managing all your family's prescriptions in one app.

people think of the great amazon as a retailer but the crowned jewel of the business is amazon web services, aws the cloud computing division and when you last spoke to adam in a ceo of aws back in june, he told us he wanted some time to

discuss what he's doing on the sustainability front both internally and to help his customers reach their climate goals so while we're here in seattle, we sat down again with adam, the ceo of amazon web services to get some more insight so take a look we said we'd be back i told you, made a promise we would hear about your sustainability efforts because they're so broad tell us about the most important things you're doing. >> first, i want to welcome you to seattle you did promise in new york you would come to seattle. thank you for coming and visiting my hometown and so great to see you and the whole crew here. >> thank you. >> thank you very much we're here with climate pledge arena over there and amazon is really taking a long term view on sustainability. we made a very public pledge three years ago to the net zero carbon by 2040 ten years ahead of the paris accords and working across the company to do that in

aws with renewable energy and across amazon with everything in our supply chain. >> when i look at what you're doing, i say to myself, there is an ecosystem you're developing that you want to be the example for the rest of the country and the rest of the world. >> yeah, i think look, nobody will do this alone the sustainability is the challenge of our generation and all of the other very important challenges whether education, whether it's equity, whether it's health, whether it's food will be dramatically affected by what happens with the climate in the coming decades you can see it all around us it's a nice day in seattle but there is a haze on the horizon there are 18 large wildfires right now raging in oregon and washington alone and this is due to climate change so we all, government, individual citizens, non-profits and big companies all have to ban together and so i think one thing that amazon thinks it can do is to help innovate, is to help cause change to happen, is to help to change the supply

changes throughout the world so that many others cannot only follow but i hope be inspired and in many cases out do us and out invite us and the race to improve the climate. >> at the same time we have a lot of people watching amazon, my travel trust owns it. if you don't do this stuff you're putting your company at risk. >> long term that's absolutely true we get asked are you interested in great solutions in a profitable business or interested in sustainability we just don't think those things have to be at odds because so many of the things we do like the custom processes we put in our servers, they're both offered by far the best price performance for our customers and they're 60% more energy efficient than the equivalent server instances so you can really do both. >> i glad you brought up energy efficiency i speak to all the u full utili companies. they say we are getting better and better and better and i

realize maybe they're getting better and better and i'm sitting across from the largest corporate buyer of renewable energy i want amazon's business i better get renewable. >> yes, as part of that goal to be net zero carbon by 2040, we first said we're going to be 100% renewable energy powered by 2030 and we said that's not fast enough so we moved that goal up to 2025. and at this point, we're over 85% renewable energy across all of amazon, obviously aws is a big piece of that with the data centers and we are involved with long term power purchasing agreements, not only in the u.s. but all over the world and traditionally difficult places to do them like south africa and japan and we're very committed to that goal and we're well on track for the goal of 100% renewable by 2025. >> when younger people talk to me about stocks, the first thing they do so different from my generation is they want to know whether a company is good or bad for the environment. i think migration aws is also

making it not only great for you but if i am a customer, i got to play ball. what you've also done is give everybody a road map i think you even gave the government a road map. nobody knows how to do this better than you. you have the have to do it if i become a customer of aws, the first thing i'd ask is say how do i get better? >> so many of our customers and various industries and countries around the world are facing whether it's a shareholder call to be more sustainable, in many cases government regulation is here or is coming shortly and so we have a lot of customers coming to us saying how can aws help us be more sustainable? and part of the answer is well, just migrate to the cloud and move to aws. >> if you're on prel mises, your a huge spoiler of the environment. >> there is research showing aws data center running in the cloud is 3.6 times more energy efficient than running in the average enterprise data center and that's for a whole lot of reasons we think through absolutely from beginning to

end. we obsess about every single piece of what it takes to operate in those data centers and our customers have dramatically better energy profiles simply by running in the cloud. >> we know aws important to the amazon effort. amazon large buyer, you want to be influential and say look, you're not just trying to tell fedex to do a better job that's not what you do and fedex isn't a big customer you're trying to influence the entire ecosystem of entire industries. >> we have to do that to hit the 2040 goal. the 2040 net zero carbon is about the entire supply chain scope three emissions, not just what amazon does locally and so we're going to have to make sure that all the aviation fuel that's used, all of the cement that goes into what our suppliers build, that type of thing, all has the right profile. so not only we doing the data centers but we are putting low

carbon concrete now into all of our buildings, the data centers and office buildings that are being constructed and then if you look at packaging across amazon since 2015, amazon is actually reduced the average packaging weight per shipment by 38% since 2015 and you mentioned electric vehicles very important the transportation element of what we do to deliver and so we already have vans on the road, electric vehicles and by the end of this year, by 2022 in the u.s. alone we'll have thousands of electric vehicles in over 100 u.s. cities on the road. >> last question we're both dads. >> absolutely. proud dad of two. >> how do your kids feel do they think amazon is doing enough. >> i hope they don't feel we're doing enough yet we don't have all the answers. some of it we have good line of sight to and some of it is going to take innovation

the good news is that amazon is one of the most innovative companies i've seen and one of the big reasons why i'm here and i have confidence that we're going to figure out in partnership with a lot of other companies, with governments, many, many other stake holders how to get there and get to a more sustainable world we want to be a leader and great partner in that mission. >> at the same time, business is good a lot of people feel things have slowed in the cloud. people feel there isn't as much equipment being bought sounds like that's not the case. >> aws continues to do well. we see strong customer demand. we still continue to be the clear leader we have the broadest and deepest set of apabilities importantly, we have experience of working with the biggest companies in the world, the most innovative startups in the world, so many government agencies and that experience really helps to shape what we build next and i think it's helping to power innovation and make sure we stay customer obsessed. >> no slowdown business remains great

environmental is a huge focus. fair >> we are really happy with with the prospects. we think it's still very early in the journey to the cloud. we think most of the workloads have yet to move to the cloud and as we do that, we're going to be sustainable. we're going to try to help lead the way. we mentioned the climate pledge arena. >> right. >> it's not called amazon arena. it's -- i can't think of another example of a major corporation who has sponsored an arena, major sporting arena and not put their name on it what we want is to put the focus on the climate, on the environment. we have over 300 signatories to the climate pledge and that number will keep climbing. we want it to be a beacon for sustainability. >> excellent ceo of amazon web services thank you for letting us come here and maybe one day we'll catch a game right now seahawk seats. >> yes, tonight. go hawks.

>> very good thank you so much. >> thanks. >> announcer: coming up, cramer takes your calls and the sky is the limit. it's a fast fire lightning round, next.

(vo) hi. we're visible. a different kind of wireless company... ...running on a big impressive wireless network. how are we different? we exist only on your phone. so you get unlimited data for just $30/mo, taxes and fees included. plus we have a new plan with 5g ultra wideband. switch today at visible dot com. (man 1) oh, it looks like we're in a screen saver. (man 2) but we need to go higher. (man 1) higher. (man 1) we're like yodeling high. [yodeling] yo-de-le-he... (man 2) hey, no. (man 1) we should go even higher! (both) woah! (man 2) i'm good. (vo) adventure, elevated. (man 1) let's go lower. (vo) discover more in the subaru outback wilderness. love. it's what makes subaru, subaru. subaru is the national park foundation's largest corporate donor. my banking relationship was getting...well, complicated. so, i broke up with messy accounts

and moved my money to sofi. get up to 2.00% interest, and bank, borrow, and invest—all in one app. sofi get your money right. another busy day? and invest—all in one app. of course - you're a cio in 2022. but you're ready. because you've got the next generation in global secure networking from comcast business. with fully integrated security solutions all in one place. so you're covered. on-premise and in the cloud. you can run things the way you want - your team, ours or a mix of both. with the nation's largest ip converged network.

from the most innovative company. bring on today with comcast business. powering possibilities. >> announcer: lightning round is sponsored by t.d. ameritrade ♪ ♪ it is time, it is time for the lightning round. hey, this is a special northwest edition. i'm coming to you from the beautiful city of seattle. that's where i take your calls rapid fire

bye, bye, bye, are you ready ski daddy? time for the lightning round venn vincent in tennessee. >> caller: greetings from tennessee, sir i want your thoughts -- >> love tennessee. >> caller: one main holdings good revenue good -- >> no, no, no it's got more exposure to a downturn than almost any other stock i know. it could be -- it's the dallas cowboys. the dallas cowboys of financials let's go to -- that will make me a lot of friends let's go to michael -- another tennessee. michael? >> caller: hey, jim. how is it going? i've got a stock -- >> not bad, how about your, michael? >> caller: pretty well we didn't win like the eagles yesterday so -- >> i hear ya, yeah what can i say go ahead. >> caller: the stock is down 23%, it makes money and returns profit in the dividends but recently made an acquisition on a fertilizer company and i think

the street is not expecting the growth in that company what do you think of the company asis >> all right this is the kind of company i like it's one that will bounce back i'll give you a buy, buy, buy. tennessee, second one. jody in pennsylvania, jody >> caller: jim, hey, jim, this is jody myers -- >> yeah! >> caller: hey -- >> of course, it is. >> caller: hey, jim, tell me gray batteries. >> okay. so we have too much money going to lithium batteries but at least you called me with one that i think is actually reasonably valued so i'll give you the high sign on that one. the shoe capital which is why they actually went south into the north to get their shoes peggy -- it's true peggy in new jersey, peggy >> caller: boo-yah jim

from north new jersey. ford, will it ever get above like 15 or -- >> peggy, i'm feeling a little like kate may here i do like ford i think i'm a buyer of ford. my travel trust owns it and i think it's a buy it will get to 15 some day walter in illinois, walter >> caller: jim cramer, huge fan of the show. thank you for everything appreciate everything. hey -- >> right back at ya. >> caller: i'm an industrial broker and industrial landlords are raising rent and vacancy are increasing buy now or wait for a pull back? >> i don't know if there will be a pull back. it's the best since 2009 and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightening round is sponsored by t.d. ameritrade coming up, spinning gold in the

emerald city crank up nirvana and pour another coffee cramer is at his seattle best, next good luck. td ameritrade, this is anna. hi anna, this position is all over the place, help! hey professor, subscriptions are down but that's only an estimated 15% of their valuation. do you think the market is overreacting? how'd you know that? the company profile tool, in thinkorswim®. yes, i love you!!

please ignore that. td ameritrade. award-winning customer service that has your back. ♪ icy hot pro. ♪ ice works fast... to freeze your pain and your doubt. ♪ heat makes it last. so you'll never sit this one out. icy hot pro with 2 max-strength pain relievers. with powerful, easy-to-use tools power e*trade makes complex trading easier react to fast-moving markets with dynamic charting and a futures ladder that lets you place, flatten, or reverse orders so you won't miss an opportunity have you seen my new phone yet? it like, folds in half. i would never switch to samsung, i love my phone. what??? ♪♪ (...it folds in half.) you see i love my phone. i would never switch to samsuuu... (gasping) ♪♪

last week i was in italy for a dynamite vacation but in the last 24 hours of that trip, disaster struck. first, i dropped my apple watch and it cracked stone cold cracked. when i looked at that lifeless face, i knew i was in a real jam. the prelude to a technology nightmare not long after running around jfk airport after landing, i realized i committed a cardinal sin, i lost my iphone so in the eve of a new iphone

launch, one that i think drove apple nearly 4% higher today more on that in a moment, let me put things in perspective by describing the harrowing experience of living life without my apple device. >> sell, sell, sell. >> see, once i realized that somehow i'd misplaced the phone near the luggage carousal, i tried to go back something they make impossible one of them sate yoid you know t easy to find i had to press the find my phone button on my app of my watch i looked at my near naked wrist and almost had a heart attack. take a look around and i did but it was hope loss to find the phone without the watch, the broken watch

see, when you're without your iphone, you're outside the entire echo system with apps and services that you live by for all intensive purposes, you are basically without you. for the next 18 hours, i wasn't able to stay in touch with the world and by the way, the world matters, which meant that i desperately needed a new phone so the moment i landed here in seattle, i pivoted and went to the apple store on the washington campus where i met josh, a terrific salesperson that became my savior. josh first josh explained that it was worth waiting for the 14, which comes out next week. the man had done his homework. he talked about what satellite sweeping series of changes, a camera that's dramatically better and the ability to much more easily switch carriers and other unsung features that will basically try to put them all down second, he explained that the 14

will be very difficult, very difficult phone to get your hands on as everyone in the store had inquiry after inquiry about the features but you never hear wall street analysts acting like this could be an important product launch josh said it will be so powerful that if there is anyw way, any way at all i could wait seven days to get my hands on it, i should wait. i looked at him like he had two heads. how can i navigate without an iphone for a week? i had it since $5, just own it, don't trade it the chinese business is problematic. that's what analysts focus on. what most wall street guys seem to realize is apple lovers have a better sense of demand we could be in a situation where apple stock will starting today embark on one of those old

fashioned ramps we've seen time and time again, the run the analysts almost always miss because they're incapable of being impressed by a new apple product. for me, i'm stuck with an iphone 13 probut but after the nightme with the broken watch now replaced, i really don't care. i'm glad to be connected again i say this as someone who is middle-aged when we got smart phones n. theoy ar phones in theory i should be able to cope but the whole world has adopted to these and there is no going back it'sstill one more realization that apple's customers are lifers, lifetime value because these products are necessities when you add up the expected lifetime value of the customer including all of the service rev k revenues to backup your device, it's far greater value if apple breaks out this number, wall street would have an easier time understanding the iphone is

a razor, one of the greatest technology inventions ever but a razor and you'll spend the rest of your life buying razor blades it will be one of the best investments out there. i like to say there is always a bull market somewhere and i promise to find it for you here on "mad money. i'm jim cramer see you tomorrow >> dramatic new changes in putin's war in ukraine i'm shepard smith. this is the news on cnbc russia in retreat. ukrainian towns liberated. putin's forces humiliated. what will he do next and could this be a turning point in the war former president trump in d.c. the visit in washington as his team hits back against the doj the new legal filing out today in the showdown over documents seized at mar-a-lago mi