enterprises like certainty this is what karen is saying the idea of all the uncertainty. the large language models, that's not important >> again, 8:00 p.m. eastern time for a special report with jon fortt, satya tnadella. as far as stock are concerns, i think stocks would have been up 1.5% today or whatever anyway. i give you credit on the other side of the desk. you thought this was going to happen into the holiday season or whatever. it is more of the same. microsoft seems to have a lot of options in 24 situation. >> i heard satya say we're committed to opening ai and sam no matter what happens. again, there's so much fluidity to this situation and microsoft views they have been here before ai or open ai and will be here after. i hear arguably the or one of

the most powerful companies in the world being very confident on their position now irregardless. i should say regardless by the way. i hate i did that. whether or not anything changesstructurally in house or not. clearly microsoft has done a deft job of staying close to sam and his team and letting them know he supports them no matter what. >> i think if sam goes back to ai and as if none of this happened, i think it's probably a little worse for microsoft. you have a lot of customers fleeing ai to go to wherever. i've got to think customers fleeing will go through with that. ai is there. we go to the extent microsoft and ownership stake in that. >> information is reported more than 100 customers contacted an

tropic. there's the underlying threat of talent that will hit the bin when it comes to offers. we don't know what's going on here at open ai. i'm going to sales force because she's going to match my composition. >> it's fascinating. it's now -- it seeming as though we were in a position last year the only panic was to the upside. it feels though the panic we're seeing now it's the upside. people tripping over themselves to get n. the question is what's going to be the catalyst to stop that. maybe this is the bell ring we've been waiting for. >> another important point you made, enterprise is like certainty. the idea of all uncertainty. the large language chat is not important. that's the consumer. >> 8:00 p.m. eastern time for a special report with jon, satya nadella. mad money with jim cramer

starts right now. my mission is simple. to make you money. i'm here to level the playing feel for all investors. there's always work. i promise to help you find it. mad money starts now. s hey, i'm cramer. welcome to mad money. i'm trying to make a little money. my job is not just entertain but to help you. tweet me. in this business, it's the percentage game not the absolute number of points which is the hope for so many. right now as we interview end of the year, it's obvious a monster amount performed 2023 comes to the magnificent 7. that includes the dow gaining, s&p 500 jumping and nasdaq

1.13%. success is so palpable, in your face that people tend to these these stocks are the market. for 2023 they kind of were. how about 2024? will they change? will we see it gravitate away for other parts of the market? two thing happen before we move on. either huge companies need to stop doing so many things right or the rest of the s&p 500 needs to stop doing so many things wrong. both are very hard, very hard to change. let's start with seven.

this is a company that reported the biggest revenue. the miss was to the upside. i have no idea what numbers in video report this time. you need to own it not trade it. >> this is plus $30 per month. this company will make a lot more money. or else the ceo wouldn't have gone the extra mile to hire open ai the moment he was fired by his own board of directors. more on that later. >> ai could help some giant numbers. am southern may be able to read. by using more artificial intelligence. you don't hear about that much.

those things could give faster revenue growth and bottom line. alphabet is simple. they need to get the platform back on track. any celebration could get this moving. they can quantify how much it's gotten from the nfl and how that could be used to expand sports to youtube. this is business 2024. either makes for a great 2024 story. tesla, simple. has to get back on track with a model 3. big sales could get that stock up a gigantic amount. i have no doubt the tesla howls will buy stock higher in returns. yes return growth is a real necessity this time. that can come from better sales from the iphone 15, good intro for vision pro or services revenue. both the mac and ipad need to

beef up much bigger. india makes investors less apprehensive about china. are these impossible? they're doable. that's the game plan for them. i think they make an accomplishment. how about the other stocks. trades down staying diverse in this market. tech is so powerful. take advantage of the black friday special and get this piece. i spent a lot of time on it. people like it. anyway, that's it. you need to know the solution for the rest of the market isn't about challenging the magnificent seven. it's percentage. something remarkable happened last week. shares of gap stores were 30%. it's been ages and a lot of fixes. this is taking route. 1% increase from the largest division, old navy, and the stock caught fire. one division. gap was okay, banana republic

was weak. it didn't matter. we don't need to wait to see which is the next gap. so many retailers report tomorrow. what matters is percentage game. that could be humungous. doesn't matter if they get huge stocks just cares how much they can make you. what about farm? weight loss injections up. it's possible. it might take the acquisition of a bio company something or harvesting of bio tech already been bought. nothing yet. maybe next year. i'm counting on it for bigger guys. some need help if regulators. if they would allow banks to buy ones, we would see good earnings and better efficiencies. it could cause the group to soar. we have too many banks to regulate them well. much better to cut that number in half and make them easier to

supervise. stocks go up gigantically. ftc realizes they won't need higher prices for you the consumer. most food companies can't keep taking out costs. it's like cable. we need to keep getting together. it's strange targeting keep taking common stock and not a big premium. that doesn't work for me. everything is medical devices, industrial, air space, food and drugs, so many other groups. ftc has been strong about blocking everything. trying to block any deal that comes their way. sometimes to hold them up before a judge lets anymore through. it's a deal that could be this moment. that's the major reason the 493 stocks. trust me. bottom line, if you want to see the rest of the market go high,

president biden needs to replace the ftc chair. i doubt he'll go there. then again, nobody lasts forever in these shops. you never know. matt in new york. matt? >> hi. hi jim. >> matt. >> all i want for christmas is to see sofi stock go to the moon. where is wall street best? where are the hedge funds? what are your thoughts on sofi? >> as i said, i know it for a long time. helped bring the street.com public. it's doing well not reflected in stock. that's what you have to say because it's true. strength is not reflected in stock. it will one day. jared in california. >> jimmie. daw you doing toy? >> doing very well. got a big game tonight. what's happening with you. >> not much. working in the garage. took time to talk to you. >> oh, thank you. >> thank you for taking my call. >> thank you. what's up?

>> i called to talk to you because i need to know what's what about this company i'm thinking of adding to my portfolio. i did pick them up recently as an infrastructure. they have facilities around the country, building materials, mainly con creation wall board, things like that. >> right. >> so i think they should be doing a bit better. what's going on with the xp materials? >> i don't know. eagle materials is on fire. this one is not. i think it should be. i like your call. i would be a buyer of materials. sean in ohio. i'm doing well. what's going on with you? >> i want to get your insight. what do you think about schwab? >> i think it's so cheap. anything could go wrong with

these banks. we've seen it. i've made mistakes recommending banks. i will tell you i think schwab at 56 is a keeper. anything could go wrong with a bank. in 2023 i made a mistake and live with it. i think schwab is inexpensive. merger could be the potential savior. right now the ftc is ready to block an the power goes out and we still have wifi to do our homework. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited cellular data and up to 4 hours of battery back-up to keep you online. only from xfinity. home of the xfinity 10g network.

now that we reached the finale, the reporting last week and a flood of retails reporting tomorrow, it's worth taking a close look at what's going on. most stores have a very good

idea of how the holiday season is going. the holidays are most important time of year for this industry. last week was what we call front seat back seat action with many of the most hated companies seeing their stocks roar in response to better than btf numbers. some of the most beloved stocks the sold off hard. it started on tuesday with home depot. the university was hated by the sky high mortgage rates. better than thought results. midpoint of their full year unchanged. down substantially the week before but good enough to send the stock up 5% in a single session. wednesday morning, another retail, across the board including a massive. we all thought target couldn't

compete. they changed the narrative here. crammer thought this was one of the few retail stocks still working. they reported wednesday the stocks sunk 3.3%. even the retailer delivered better than expected third quarter. the consecutive guidance, slightly lowered earnings forecast. the stocks sold off. it begins to us by this excellent conservative. thursday, may see shot the lights out. going into 27% today. even if results were not with every major line item. that includes a monster like target. we'll have to discount like crazy to get it all out of

store. hands by stock jumped 5.7% after earlier in the week thanks to the pinks from the rest of the retail. i think stocks are certainly lower here. toni spring, blue mercury with fewer macy's locations unless they help. at the same time, wal-mart. i think there's results were just fine. in the end, wal-mart did nothing wrong. the expectations got too high. that's why the stocks sold off more than 8%. surprised the upside, not only numbers better, they were better than expected. gap wasn't as hated.

the stocks came down with $37 at the peak to 13 going into last week. >> the analysts weren't expecting much from this quarter. in the end, gap posted much more than the 39% sales earnings off a lonely 27% basis. that caught everybody off guard. that soared more than 30% on friday. any price closed out positions. the afore mentioned sonoma almost up 30%. the mixed set of numbers with softer sales with much better earnings. that kind of mixed bag wall street now. stock pummeled 20% last week. i have the stock jumped 7% about what you expect. bath and body works down more

than 26% year to date s. it stayed down. bad is bad. still the front seat back seat action in retail was the main take away from last week. now you've got to ask yourself. i don't think it makes sense to give up on high quality retailers. tj had expanse. i see who's getting better. don't be surprised when the same happens in three months and stocks creep up in advance. as for wal-mart, expectations got too high. bar is lower. stocks should work it. these are the stocks you want to own. as for previously unfeared retailers that rallied last week, have you been stuck. maybe you got a chance to ring the register at a higher price. i always see a comeback going

forward. target can turn itself around. got the right online infrastructure in place. likewise of starbucks, you will at that beauty that. makes the stars more enticing. target has the right level of inventory going into the holidays. they did it. as for home depot, i could see a strong year in 2024. mortgage rates are so high, people might spend a little more on smaller home improvement projects. gap is intriguing. i like cost cuts are paying off sooner than expected. it's worth the new ceo dickson took over in august. you can take so much credit. maybe now that he's in charge, he can get banana republic which i think is getting better and athleta better. macy's stock still too low. last week was about retail most hated making comebacks and

proven winners aban donned for the moment what does that tell us about the host tomorrow? stick around after the break. i'll explain what to expect. mad money is back after the break. that) ♪ ♪ (lies ahead of me) ♪ ♪ ( seems impossible to face) ♪ ♪ (a lovely day) ♪ ♪ (lovely day) ♪ ♪ (lovely day) ♪ ♪ (lovely day) ♪ a bank that knows your business grows your business. bmo. only sleep number smart beds let you each choose a banyour individualur businfirmness and comfort.ss. your sleep number setting. and actively cools and warms up to 13 degrees on either side. and now, the new queen sleep number c2 smart bed is only $990. shop for a limited time. only at sleep number.

i told you before the break, this year was crazy until earnings season. some of those most beloved chains saw stocks sell off hard. what happens tomorrow when we get results? get this, ten more retailers. one day, ten more.

it's safe to say retailers that have been doing well should have to clear a high bar. they meet the report. and give a good forecast. the unloved retailers don't need to be impressive. those could be the winners. i want to break down the ten retailers reporting tomorrow in two groups, hated and loved. we hear from the six retailers thats have done poorly of late, that's dick's sporting goods, nordstrom, lowe's, khol's. at the same time, we have four that have come in relatively hot. urban eagle outfitters, abercrombie and guess, urban outfitters. let's start with the beaten down names. first is lowe's. down 3% for the year. lowe's is very much an out of favor home improvement chain as interest rates soared. stocks tumbled last month. given what we've heard from

home depot, i'm feeling optimistic about lowe's. there's strength in do it yourself remodeling. lowe's has much more exposure with home depot focused more on professional builders. so might not have such an exaggerated rally. let's see tomorrow morning at 6:00 a.m. then best buy and dick's sports good. best buy down 15% for the year, dick's about 1%. their stories are different. best buy has been under pressure all year. dick's has been really well until stocks reported. just based only nature of business, i'm more optimistic on dick's than best buy despite best buy's yield. i wouldn't be surprised if dick's has a strong back to school time. i like the house of sports

format. there's several gigantic stores opening this year. some electronics markets are bottoming. i feel pcs are. we've got one or two before they turn around. we'll get results from the final member of the burlington stores tomorrow morning. tjx is down. sales is declined in the process. when burlington last reported in august, results were great. guidance rest of the year was optimal. this is a tough one. burling to ton's is the worst. maybe that makes it the best. i'd rather stick with tjx. tomorrow we hear from khol's. the department store sold itself last year when it had

multiple take overs. the stocks come to around 30. for the past year and a half, it stuck most time between 20 and 30. couple to high teen this is year, wow, nasty. khol's is back to 24 and change riding a 17% gain from last year alone. it gives you almost 8% return. is that safe? yeah, sure. of course the department store is second challenge. maybe khol's could get a boost from kingsbory. maybe his efforts have taken root. stocks have some upside surprise. bars are hotter than say for target or gap. finally the last retailer going into earnings from point ofweakness is nordstrom. this is another name flying blind. my store was empty when i checked last week. last quarter included a huge bottom line. management is reiterated guidance turned up today in

negative catalyst. i don't have a ton of things to say. i like the nordstrom rack price point. it hasn't been in the past. the other side of the coin. retailers going into earningsth. there's abercrombie and fitch, urban outfitters. abercrombie has been a standout come back story with a stock more than triple year to date. eagle 41%, guess is up 17%. this had a huge run since reported last august. three out of these four companies abercrombie, american eagle, urban eagle and guess targeted to young shoppers. we know the retail is going through disruptions including the fashion brands and platform

like sheiin and temu. the last two abercrombie reported 31% and 41% respectfully. you don't want to et against the stocks. i'm saying the bar is higher for all four retail stocks because they are coming in hot. if they don't put up spectacular numbers, stocks won't continue to rally. i think if wrong, stocks will get crushed. bottom line, that's the set up for tomorrow's retame earnings. hope you wrote them down. we wait 12 to 24 hours and see where the chips fall. let's go to wayne in kansas. wayne? >> hey, jimmie cramer. >> i don't i don't. >> yoyo. remember those days. i've gotten more tame than that. how can i help you, buddy? >> i'm wondering about a stock

called kc's general stores. gas station/convenience store. they're all over the midwest and keep building more. they always seem busy. they have great pizza there. >> that is exactly what we said when we said, you know what, we have to open our heads and buy that stock because it's such a winner. i think you have to recognize your sense way of looking at things guides towards a stock we think is terrific. how about we go to sam in pennsylvania. sam? >> jim, how are you? >> i'm doing well, sam. what's going on? >> i'm good. i'm hoping to get a win tonight. >> oh my. it may be philadelphia's night. maybe our night. how can i help? >> anyway, my question is about a company that should be in a hot industry. that is the pool industry. i'll talk about leslie's. my question is, this has to do with management or with the

higher for longer interest rates? >> i looked at this stock. i haven't looked at this in a very long time. i can't believe this is at $5. i'm no mentalist. i've got to dig into this one. this doesn't make sense to me. i'm going to sit down with my research director and figure out if this should be a $5 stock or $15 stock. the bar is higher for retail stocks coming in hot. if they don't put up, their stocks will not continue to rally no way no how. we wait another 12 to 24 hours to see where

mad money stage manager, bryan. he's going to blow our minds. are you ready ski daddy? let's go. >> we brought them front and center. you know what questions i get asked everyday. i know you do. same questions. which stock should i pick andwhen should i sell? i say it's not timing the market. it's tying in the market. pick a good stock. find the fundamentals. buy and hold. just do it. i want to go back in time to see what kind of returns i would get month, day, year. how about this month, day, year. kick off. what month? >> february. >> february it is. i'm taking february.

day? february has 28 days. what day you got for me, jim? >> 17. >> any meaning to that or utterly random? >> random. >> random is better. we're going february 17, month, day, you're doing the year. what year? 1900s. i want a big return. what's your year? >> 1963. >> february 17, 1963. we're going back in time. i want to see what kind of returns we can deliver from this year on. how about it? hold onto that for me, regina. >> got it. ben, we're surrounded by new york stock exchange, numbers the everywhere. here's the game. you're going to be picking a two digit number, okay? the key here is i need to make sure they know. you do not know which you're about to say this very moment do you? >> good.

he's torn. he doesn't know. how could i know something he doesn't know. i see your eyes. his eyes, like you're bouncing back and forth until the moment i say go. close your eyes. right now you're going to pick one. you just did it now. right now in this moment. >> i did. the name of the show is mad money. close your eyes for me. bigger tends to be better. don't say it. i want to see that. i'm going to ask you a question. you're going back and forth. bigger is better. we like delivering big returns. you thought of the lower number. then you jumped to the bigger number didn't you? i want you to see this. here's what i think he did. i think -- tell us change your mind in the middle. what was the lower number you were debating but didn't go with? >> 23. >> what did you think of? >> 45. >> no.

>> be for real. this is where it gets crazy. jim, grab your phone. >> i got my phone. >> go to the top 100 companies. >> hold it up so i can't say a thing. i want you to scroll at random. i want you to be impulsive, utterly in this moment >> i want to make this even to the next level which is let your eyes go up and down. you're going to scroll with a purpose. you get laser focused. find that company, laser focus

this on one more. this is the part that i believe. i believe you can't influence the markets. they're too big. influence people. people make decisions to buy stocks. it comes full circle. tell us all. not going to guess. which one. you picked at random. i told you laser focus. >> there's no way you would know. i'm going to say out loud. >> the company is nike. >> think about every moment that just took place. what did i say to you? it's not about timing the market. time in 2 market. brian just do it. do you remember me saying those three words. hold on. in the history of any company, one person added more to the bottom line than i've heard. i would say michael jordan. do you remember michael jordan's jersey number was 23, came out of retirement and switched to 45. i don't think that might be enough for you. just to be sure, you know what

i did? it's all about visuals. i brought something here. just bigger is better in my industry. i decided we're going to go big. we're going home. >> there's no way. >> i could have picked -- i could have picked china construction cord. >> here's the thing. i've been waiting years to be on this show. so timing the market. it's about time in. for one person, michael jordan, how much time has he had? you name any month you wanted, random. you could have named any date. you said the 17th, you said 63. folks, take a listen. siri, what was michael jordan's birthday? >> michael jordan was born february 17, 1963. >> no. >> wow.

>> that's wild. >> did you give this to him? >> no. >> that's not possible. >> it's not possible. >> mad money everybody. >> unbelievable. >> you're unbelievable. you did not know any of the stuff i add in my head. >> i didn't know what i was thinking. how could you? >> did you talk to him? >> brian is about to fake for the record. >> he's the guy. he has to go home. mad money back here after the break. t differently. it still does. what can you do with spy? ♪

, then the lightning round is over. are you ready ski daddy? i'm going to start with jason in florida. jason? >> hey, jim, thanks for having me on. your eagles tonight. >> huge, huge. >> my money is on the chiefs, sorry. >> okay, next call. do we have another call? i'm sorry, jason, didn't mean to cut you off. >> you're fine. i was wondering -- i was looking into a monthly dividend

stock called slt. >> yeah, if you're going to be in that group, got to be xp. i don't like how that has too much exposure to office commercial everyone is worried about. good luck to your, whatever. let's go to mayor in new jersey. >> thank you jim for taking my call. >> no, we live rivien not lucid. sam in massachusetts? >> booya. i don't have quite a full position yet. should i keep adding to my slb? >> i like slb very much. we may have seen the bot to the for year in two weeks. let's go to lucas.

>> positive monday. i'd much rather have a green monday than a blue monday. >> i like when it goes up. i can't deny that. what's going on? >> well, elon being distracted with his ex, i was wondering how you feel about the guys that made hybrid of the year, toyota. >> i've been looking why do i recommend the stock. >> bobby in alabama. >> hey, jim, i was wondering, what's your thoughts on coniagra? >> i'm confident they're going to have a decent quarter. let's go to craig in illinois. craig? >> booya jim from illinois. >> excellent. >> wanted to ask you a question president about a company with a good

run. cboe. >> fantastic. these companies ares very well run. that is a buy even up here. joey in ohio. >> hi, sir, thank you for taking my call. >> of course. >> i wanted to know your thoughts on the twist bio science. >> i have not made a lot of money in my career betting on bio science. now you've been warned. andy in kansas. >> long time listener and my wife and i have a club membership. >> thank you so much. >> thank you. i've got a small cap stock i'd like to talk about. it's from what i can see, outperformed six of the seven magnificent seven on a percent per share price over the past five years. it's got a low pe in sector. the stock i want to ask about

is bcc. >> boise cascade is a great company. i think you have correctly understood how well its done they redid the company. my dad use to rep for it. boise cascade is a fantastic play on housing, on building. nice call by you. >> let's go to sean in ohio. >> booya. how you doing? >> doing fine. thank you for giving me ten. how can i help you with? >> first off, thank you for doing your homework and getting back to me on a company i called about a month ago, abcore. >> absolutely. >> thank you. >> and? >> and the company i want to talk to you about is xl energy. >> it's a very boring i looked once when eagles were this the super bowl in minneapolis. i said this must be a real good idea. my wife said you'll put viewers to sleep if you recommend that.

i'll put viewers to sleep. let's go to dan in pennsylvania. dan? >> hey jim, this is dan. >> we're from pennsylvania. >> yes. >> our question is about sirius xm holdings. will the happen help? >> i'm concerned this is no longer the stock we knew it as. it's a play on used cars if anything. i can't go there. that's not enough to hang my hat on. mike in arizona? >> hey, jim, first time caller. thanks for taking my call. >> excellent. >> i was wondering if i could get your short term and long term outlook on a company called nice. >> it's been all over the map. it's an inexpensive stock that was -- i haven't looked into israeli stocks since the massacre at the beginning of october. i've not paid enough attention

to them

let me tell you about the rich. they are different from you and me. that's what ran through my head when i learned the board of open ai, the company that turned ai into a series of products fired the ceo, sam. not only did they fire him, they put out a release saying he was, quote, not consistently candid in communications, end get. that may not sound harsh but a board talking about an absent ceo, it's brutal.

next you know, it turns up $13 billion not long ago. he's in charge of a new initiative. what's incredible is how fast microsoft acted. now because of altman i am brian sullivan and tonight the nasdaq just did something it has not done in two years, but big tests looming tomorrow moments ago, elon musk taking legal action following through with his promise to sue media matters saying the organization defamed x. we'll have the breaking details. biden facing his lowestapprova rating as a president. why isn't bidenomics boosting his support? the magnificent seven accounting for 73% of the s&p 500 gains this year and a top strategist says the time to look at the other 493 is here. and we've got another installment of our make it mondays. how a 30-year-ol