>> guy. >> one of the great lines in history, karen said i would agree with dan and then we would both be wrong. welcome back, mel. great to have you here. >> txt and the defense sector. >> chris, thank you for joining us tonight. thank you for my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always more work somewhere, and i promise to help you find it. mad money starts now. hey, i'm cramer, welcome to mad money. welcome to cramerica. i'm just trying to save you on money. my job is not just to entertain, but to really put it in context. days like today need that. call me. this market is so ridiculous. you can knock it over with a feather or take it up with a

breeze. i want to borrow from charles dickens. the simple fact is this isn't the worst times. just the worst of times for the stocks in certain industries and the best of times for others. all in the combines of the dow now sinking 626 points. nasdaq plummeting 2.2%. and that leads us to the close. what makes this market so ridiculous in my eyes? look, we had some obscure national purchases this morning, causing a wholesale collapse all over the home builders and anything connected to technology, specifically the ones with the data center plays with the big a.i. exposure. given the chaos after the manufacturing pmi number, you'd think the semi conductor and housing worlds were in free fall. but reality, these companies are doing incredibly well. sellers are worried they won't stay good for long. frankly i think this represents pure stupidity. the fact the market is

typically challenged in september, that's what's going on to me. something that's true. both to the point where it could become fulfilling. that's the way it felt like for me today. sure the economy is slowing, but in a few weeks the feds are going to cut interest rates, and you would have wished you stuck with a lot that was for sale today like the home builders, i like horton and dinar. they are the real winners in any move that would take down mortgage rates. that's what would happen if the feds cut. as far as the data center, there was an excellent piece over jpmorgan. he had says we could be in one of those moments, where a.i. rivals the extreme things we saw during the 90s to fund the internet buildout. and that is not fast enough to save most of those companies. in 1999, it would be devastating for nvidia and all the techs that surround it. the best pure strategist in wall street, the best. i found this piece a little harsh because we had many back

in the 1990s. now nvidia and its clients are some of the well in doubt companies ever. and no one is near them by their own proclamations. i see it the race for the best a.i. they find themselves in is about more than just bragging rights. the key to the next level of thought to the next level of the inference is to spend a lot right now. these companies can afford, they can afford to spend it. again i like the internet fiber build up in the 90s. they are filled with great minds. and the executives who sincerely want to spend as little as possible. they just can't. they can't afford to. as nvidia ceo, jenson huang that they don't have the infrastructure for it. the platform will pay for itself very quickly. of course, nvidia stock has become a total pariah right now because the world thinks it

will peak soon. stocks can slam, thinking nvidia's run up was too extreme, given the company only reported a surprise, not the kind of huge prices that they would expect. during the last visit to the house in the first week of august. stock tick is $90 and change. i'm sure the sellers would be right back tomorrow morning after we learn tonight, the justice department hit nvidia with an anti-trust probe. who cares. that's the standard practice. it's shoot first and second and third though with nvidia right now. no one is saying wait a second, why did the justice department ask them questions? it's been through subpoena with this administration. nobody could put a price on the darn thing that is nvidia. it is all too good to be true. they think the whole a.i. is led by nvidia. it is too positive. they don't believe it. it's kind of like the emerald city in the wizard of oz. come to think of it, i feel this has evolved into the cowardly lion situation, where the stock just seems too

dangerous for professional investors to walk into. all right, i'll go in to nvidia for jensen huang, wicked witch or no wicked witch, guards or no guards, i'll tear them apart. i might not come out alive, but i'm going in there. there's only one thing i want you fellas to do, talk me out of it. to be this whole decline, which again, i said it's not done. it will end up being too extreme. the situation isn't as bad as we think when it comes to all a.i. tech. at the same time the people bought the consumer product, which happened in all sessions, betting on the recession, that they have gotten ahead of themselves in a moment. and let me give you an example of what was confusing today on what we saw. apple, now apple isn't spending a boat load on a.i. i thought therefore it should be going higher. apple is basically borrowing its chat type a.i. from openai, which is partners with microsoft, and doesn't have to spend a dime. it makes sense to get hit by

the beneficiaries. now you could say well thank heavens it's at least not the oils, which trades like they have electrified half the auto market. and of course the opposite shoot for evs is growing much slower than anybody expected. i have been hearing good things. extreme declines in oils are unwarranted. but what i think frankly doesn't matter right now. unlike tech or the housing stock, oil is simply too hard to own. we own what is the best one. and i'm just thanking my lucky stars that we are only seeing one name. it's simply dreadful. you can expect the oils to break down even worse if peace breaks out between israel and hamas, not that i bet on that. but how about this consumer package, good stocks that held up so well in the best of times tradition? they had radical rallies in unison. some doing better than others. let me play to my own wing

suit. we own proctor and gamble. it creeps up the ladder of the rotation and then slides down the chute of earnings, over and over again. it fell apart last quarter, plummeted from $169 to $160, a couple sessions. china took everyone by surprise. but ever since we got surety on the fed's next move, proctor has been rallying like crazy. today it jumped to a new high of $175. did proctor's china problem get cured? i sure hope so. the moment we get strong data from the employment report, the chutes will be back, the ladder is pull, and proctor's stock will be headed lower again. campbell soup reported last week, and i kind of like the quarter because of the stock business and the acquisition is looking real good. the streak couldn't stand it, so the stock, it got annihilated. today it shot up more than 3%. in fact all sorts of consumer stocks hit all-time high, colgate, key e khaki la, and

walmart. arriving nonchalantly on that list. it's not coming. and then there was a whole other dividend stock that joined the all-time high list by virtue of having better than 3.5% yield. did they all deserve that trade up? of course not. their stocks are just a part of the program that launches all together, so they can get exposure to the group. the rotation can last another day or two. but then you have to worry about downgrades on these consumer stocks because they run too much for some fundamentals. in the end, we have a market that's of two minds. if it takes economic activity at all, forget about it. if you do it as a matter of course, brush your teeth, wear deodorant, i hope, pay your electric bill. comical? totally. unless you own tech and don't own the necessities, in which case your portfolio is in no position to laugh at anything. let's go to ryan. ryan? >> jim, thanks for taking my

call. >> of course. >> i've been a long-time investment club and all that. >> thank you, thank you very much. >> you know, you taught me the fundamentals. it's allowed me to leave my job in the last year, and i have extreme confidence. life is too short to invest in tobacco company. my time was precious. >> you bet. i'm thrilled you made the move, and let's see if we cannot work together to make some more money. >> yeah man, okay. so my problem is with disney, and this is important. it's the company and the content, not the stock. someone at disney right now is even saying this guy doesn't fully recognize the value of our content. so please, let me explain. there have been only two and a half movies in the last ten years that have been significant, but widely underserved demographic in young boys. my boys watch "moana," "inside out," "frozen," you know, all

of this is great content and it is a big but. but all of this content has female protagonists. coming of age stories, which are highly relatable among young boys, there's been two and a half. "luca," ""coco." >> i'm not going to disagree or agree on content. what i will tell you, the streets do not recognize the value of the whole library, okay. and they don't recognize the value that espn actually has. they don't recognize the theme parks are just magnificent gems and they're focused on labor problems or some of the issues you just mentioned. they're focused on what i think is important, but are missing the point of the premium property that is disney, which is why as you know, we honor for the child trust and why jeff marks and i discussed buying some more here because it is so low. that said, disney has to find the right ceo. once they do and a vision is

really cleared up, then what's going to happen is people will say well, why didn't i buy disney in the 80s? what was i thinking? well look, despite today's action, we are not worst of times right now. simply the worst of times for certain stocks, certain industries. given there isn't a ton of evidence to back up what we're seeing, other than the fact the stocks aren't going up a lot. that's a reason, guilty. mad money tonight, last year we covered sphere entertainment. now look, they did not recommend it. maybe it's time to take some profits in the name. i'm updating my thesis. and last week it was all about nvidia, but you know the dell report flew under the radar? i'm covering the report and sharing it now. maybe it's time, maybe it's time to take a second look at the stock as it is plummeting. and the better part of four years moving higher. and plus a company that has big asset in argentina. where do they stand now? i'm getting to the bottom of it with the ceo, so stay with cramer.

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nate jones... lines things up... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... and he places the trade... talk about easier investing. i'm always searching for cool investment ideas to resonate. sometimes i'm too cautious when i would drill down to the fundamentals and end up missing a great move. text the operator of the world famous sphere in las vegas. if they knew they could turn the exterior into just about anything. making it a terrific advertising space and a piece of skylight. i was intrigued by the story

when it debuted last summer. despite all the buzz, i was skeptical about the gross story here as the future felt too uncertain. kind of like drafting jamar chase for your fantasy team this year. specifically i was worried about their ability to expand beyond vegas. while vegas already has a bizarre skyline, many cities would be looking for something like this, a big sphere covered in l.e.d. lights that could transform literally to anything. since then though, the stock has rallied 36%. a little over a month since i refused to stick my neck out, on sphere, the company reported a spectacular quarter with the surprise profit in its first full quarter of operations. much to the success came down to high demand for their one location. there was a ton of demand for the sphere experience including things like the holographic art installation, chatting with robots, followed by 50-minute short film postcard from earth,

showing the largest high-def screen. i had no idea if the high demand would last or prove to be the latest and eventually get. the things you check off your bucket list like the gondola at the venetian. who wants to take a romantic ride in the middle of the shopping mall? i did. and i have recently been to venice and experienced the real thing. but now though with more than three full quarters of operations under their belt, sphere experiences are still putting up $1 million in average daily ticket sales, which is really terrific. and plus the sphere has turned out to be a versatile thing in terms of the kind of entertainment it could provide. see, it's not just concerts. back in june, the company had their first keynote event, hosting hewlett packard enterprise for their 2024 showcase. this was followed by the nfl draft, the sphere's first live televised event. now there's more exciting stuff to come. the sphere is hosting ufc 306 next friday. ten fights, two of them are championships. but there is no denying ufc has

a huge appeal, the usual star- studded crowd is in attendance, it will make for quite the spectacle. it means the company doesn't need to take on these big alternative events unless their clients pay an arm and a leg. they make a million a day in ticket sales for doing nothing special. you better believe they're making a killing from these events. on the last conference call, the ceo and new york knicks owner noted some companies have been, "a little shocked with the price tag" because they are competing with postcard from earth. this is music to the ears of sphere shareholders. but the main attraction here remains the concerts. when i covered this story last december, i was hearing rave reviews from the u2 residency. bands like fish, dead and company have enjoyed successful runs at the venue. dead and company, even extended their run due to high demand, nearing what we saw with u2. looking ahead, the eagles are

beginning to run at the sphere later this run as a residency that has already been extended multiple times due to high demand. and a lot of people love the eagles. going forward, sphere is planning their first dance music act, and i knew it. why do i struggle with that? starting around new year's. and the music isn't limited to live concert. they announced a u2 immersive concert film for their venue. they will do simulated reruns of previous shows that you might have missed. but remember people go to vegas, they go once and they want to catch anything that has already happened. they'll go. now i never have much doubt about the strength of the sphere in las vegas. but what worried me is whether the company could expand to additional cities. that's the fly here. as of right now, there is still no agreement for any new sphere location despite the promise of updates coming soon from management in the last few conference calls. that's the whole ball game there. with the new locations, they don't have a long-term growth

story. the analysts are split on this. jpmorgan upgraded sphere, saying the international expansion is a matter of when, not if. downgrading the stock today because they are feeling more dubious about the idea. most communities are unlikely to welcome a massive glowing and sound emitting structure if their neighborhoods. and hey look, that is my worry too. although we know the sphere is working in vegas, there are only a limited number of cities that could generate a similar level of consistent tourist traffic worldwide. since the original sphere took five years and $2.3 billion to construct, rapid expansion seems impactful and a tough target for that, isn't it? i don't doubt the management honestly believes they could have an agreement for another location soon. but as management mentioned on the latest conference call. even though they believe they can change the global entertainment landscape, fully realizing that vision will take time, and how much time is really the question.

it's a big question though. of course, there is one ear where we got some clarity. the sphere has an $850 million term loan coming due in october. they don't have enough cash for that. so they've hired advisers to try to refinance what will work out. if they can't come with the deal, msg network could go bankrupt. that's not a big deal for sphere. because this term loan is not a recourse to the parent. for once they could just let msg burn. now while that might seem suboptimal to you, many analysts seem eager for them to get rid of msg because then sphere will be a pure play. that's what makes it interesting, the sphere. i've seen some analyst argue msg network is worth less than nothing to these guys. that's confusing. put it all together, sphere entertainment has done an incredible job with what they've got, which is one insane venue in las vegas. the company has done better than expected. but the bottom line, in the end i still have the same problems

i had back then. i just can't recommend the stock until we get some confirmation that they can actually build more of these things in commercially viable locations. there aren't that many of these on earth who would know which ones would allow them to build something like this sphere anywhere, anywhere near city limits. it's hard to imagine something like this fitting anywhere else other than vegas. hey, maybe macaw? underestimating the sphere entertainment. over the long haul, we still need some reassurance there's a real appetite for more of these things, and we don't have it yet. i don't know what's going to happen. "mad money" is back after the break. coming up. dude, you're getting the recap. cramer breaks down dell's quarter next.

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♪ so i'm off to see... ♪ we invent them. we design them. we build them. and one day, we have to let them soar. ♪ i'm always coming home ♪ last week all anyone could think about was the nvidia quarter, although they dominated today's thinking too. some important earnings before they flew under the radar. in fact the very next night, thursday, we got some solid results from dell, to the point where we think the pc maker or much more than the thesis, has become an incredible bargain. during the earlier part of the a.i. bloom, this stock was roaring. rallying 90% last year and climbed up 135% from the beginning of last year through late may. when summer came along, along with the rest of tech,

especially anything related. at one point it was down more than 50% from the highs. well, by the time they reported last weekend, they recovered somewhat down 38% for the high. so during the quarter, the question was simple. how bad could it be? it could be to possibly justify such an extreme sell off? and of course, you would look at the prior run and just say easy come, easy go. but it is important to figure out if the thesis will remain intact. this story is all about dell making service for the data centers and to power the artificial intelligence. with new lines of a.i. infused pcs. most people got this one right as they would rally more than 4% last friday for giving back all those gains today. dell is still worth owning here. let me tell you why. dell held 38% growth from their infrastructure solutions to this wow, much better than expected. mostly thanks to the heavy investment by corporate clients. in fact their surfer networking sales were up 80% year over

year. dell's other business would decline the solution group, including the pc business that came light. not light enough. and the earnings will release dell vice chairman ncoo jeff clark and the old hand will explain that, our a.i. momentum accelerating in q2, seeing an increase in the enterprise customers by the a.i. solutions each quarter. notice the word solutions. it is really important. it is more than just black box. the a.i. optimized server event optimized by 23%. just in the previous quarter. some investors didn't like the margin from the infrastructure business. but the earlier sales came from selling servers to the large hyperscalers here with alphabet, amazon, meta. those companies could drive a hard bargain. and they were confident they would improve later on as they sold storage equipment along with services. anyone is willing to give them the benefit of the doubt except me. maybe because i saw that they were with jensen. , of course, jensen huang, the ceo of nvidia. now the stock jumped from $132

at the time i told you to stick with it all the way to $161 just two weeks later. but if you didn't sell it there, you got steam rolled as it pulled back to $111 thanks to the summer selloff. actually it is just a little bit less. that worries me that it came down this much, but bare with me. i was right on the merge as they did indeed improve dramatically. the operating margin jumped from 8% in the first quarter to 11% in the second quarter. and their original operating margin increased by 150 basis points. seven earned $12 million share purchase, delivering 19 cents off the $170 basis. now that sounds pretty good, right? why were people confused about the quarter then, to the point where the stock spent last friday whipping around before it stabilized and rallied? the main problem was management's guidance for the current quarter. their revenue outlook was only in line, and their earnings outlook was for $2 plus or minus 10 cents. to be honest, we're looking for $2.19, not ideal. more importantly dell indicated

they might see a sequential decline in a.i. sales verses the quarter they just reported. the current quarter might be slower on that front. on the conference call, they explained the third quarter guidance would be down slightly, quarter over quarter, which would people. but dell also raised its foyer for the forecast substantially. they raised their earnings forecast by 15 cents, which is the guide down, when you remember the company reported a 1970s speed. and still the demand did accelerate. unless this race car runs into a retaining wall, i think that process will continue. now dell's quarter was still well received with the stock rallying before giving back much of that move in today's market beat down. i think the buyers won on friday because dell management did a great job of explaining what's happening on the a.i. front. basically they spent the slow down on this quarter not because of the lack of demand, but because they don't have enough supply to keep up with demand. remember how everyone was ringing their hands because nvidia's new line of blackwell chips, the fastest one on earth

ended up inflated a bit? the demand is very much there. dell is really in line with that. dell needs to figure out how quickly they can get the chips, then build the machines, and ship them to customers. that's why they're projecting most of their blackwell businesses to happen in the fourth quarter into 2025. basically a snag. so that will hit the current quarter. but only because it's delayed later on in the year into 2025. these were the guys who were really hurt by the blackwell, well somebody could say botched introduction. now with all the focus on the a.i. servers, many positives end up being ignored. nobody seems to care that the margin has been seeing huge margins, even though that's a big knock. at the same time they expect the pc business to reflect higher. people were expecting lower. very encouraging. in the end there were mixed opinions on the quarter. even though the company had great results, we also got some noise regarding the specific timing of new a.i. server shipments in the back half of the year.

but i think those concerns are exactly that. noise. instead we should be thinking about how dell is also taking shares from super micro. that will go out with the trouble. something doesn't get talked about. and that alone would make you think about that bottom where we went out tonight. the bottom line, you need to stay focused on the secular trends that will determine the success of the company, not the quarter noise, the timing specifics that simply don't matter of the long haul. dell's stock has come down to the point where they sell around 14 times of the share's earnings forecast, trading at less than 12 times. that doesn't mean you should buy it all at once right here. remember september tends to be a hideous month. but you absolutely got my blessing to start a position for dell. buying gradually on any weakness and a pyramid stop as it gets bigger. yeah because the a.i. thesis, rocked by what it was in today's trading, is still very much intact. all right, let's take some

calls. let's go to arcatie in new york. >> yes, sir. >> what's up? >> not much, the great people that work for you, great staff members, really good people. i've got a question to ask you. i own meta, the facebook stock for about a year. i have ten shares. should i get rid of it or should i sell it? >> no, no you're going to hold it. it's not expensive, believe it or not. it's probably the least expensive mega cap. and here is what i would say, i would say if it went down, let's say 100 points, you should buy another 25. i'm not counting or selling it right here because there is too much in the pipeline that could be very good. we're on a down day and a lot of people freak out. so stay the course. how about we go to bill in massachusetts. bill? >> hi, jim, how are you today? >> i am good, bill. how are you doing? >> i had a question for you. in this pullback here, there's two stocks here and these two

ceos that i absolutely love. i'd like your opinion on these two stocks, please. the first one is broadcom and the second one is amd. >> it is very tough. you put a gun to my head, it would be so hard. by the way, hawk, they are going to report this. he's remarkable. you know, i think lisa from amd is just terrific. it doesn't have to be either or because we own both. beware anything that's reported this week, it just doesn't seem to matter. it's going to go lower. but you know what, in two days, anything could happen. that's how crazy his market is. look, the a.i. thesis for buying shares with dell is a lot. i recommend buying the additional weakness that we will get. remember, it is september. much more mad money with vista, climbing nearly 3,000% since the 2020 lows. should investors be looking at a farm loan? and i'm leaning of more and learning more about the ceo and

the story. and some companies just need to clean up the darn balance sheets in order to get back into the good gracious of investors. i've got three names where cash could be key to a turnaround. and then the lightning round will be next, so stay with cramer.

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wait, subway did what?! $6.99 footlongs? yep! says right here. $6.99 for any footlong. get this deal in the subway app now before it's too late. all right, we have a conundrum here. on the price of oil plummeted and the exploration stocks all got slammed. it is worth hunting for bargains in the energy sector, which brings me to vista energy. this is an oil and gas business produced in mexico city. just think argentina. these are terrific growth properties that have allowed the stock to serve from $1.80 in the covid years of lows in april of 2020 all the way to

$49 now. that's after 6% pullback today. stocks, get this, 1,800% since the end of 2020. and it is actually up 66% year to date. and yet before vista energy came to the new york stock exchange today to celebrate the fifth anniversary of the listing in 2019, i'm embarrassed to say i've never heard of this thing. that changes tonight. well, any company that operates in argentina, it has rapid inflation there. clearly these guys are doing something right. so let's check in with miguel galuccio, the ceo of vista energy. welcome to mad money. >> hi, jim. thanks for having me here. >> good to see you, sir. >> i'm down here for the morning show, and i said to my colleague, who is our research director. who are these guys? and then we look at the chart and we see it's monumental. so why don't you give us the back story here. people should know, you are a seasoned person when it comes to the oil business. >> yes, so yes, i'm a seasoned

person. i have been working for a long time internationally. and going back to argentina in 2012. because i saw it was time to come back to a company. and that time, argentina was starving for energy. we were $10 billion of energy in the country. there was an opportunity to develop on the resources, where we would start to do. today, fast forward, the resource play that we have there. >> what is the translation for that? >> a dead cow. >> i had to, i'm sorry. >> a dead cow. there are many stories. >> and you're going to give it to us, but go ahead. >> but 50% of the production in the country, and argentina had become an exporter. so we support our own 180,000 per day. well, after that and why i'm

here with vista, it's a group of very seasoned people. we listed in the stock exchange in 2019. today, we are trading close to $50. it's been a fantastic ride. production, went from $150 million, and we are now $1.1 billion this year. so we have a very good ride. >> and you have gigantic reserves? >> we have a gigantic reserve. the country has a gigantic reserve. and we believe it's the best of the u.s. and yes, we have 400% for the last of the year. and so this is the story, and we have continued to be a growth story in times to come.

we have 30 analysts. it is around $72. >> and they were all incredibly complimentary during the conference quota. they congratulated you. it is without a doubt considered to be a pristine story. now you worked at ypf. so you can tell us this question. why should we invest in argentina when we hear about the rampant inflation and companies getting out of argentina? >> well, if you look at 2012 when we decided as a country that we want to have energy security. that means we cannot depend from abroad. and what had happened since then up to here is a very consistent story. we went through three different governments, and we had to bring the equipment.

we have to build infrastructure. we had to reinvest. and so most of the international companies today are here. we have a lot on what we do. it is a good law. and with this new government also, we have some changes on the regulations to monitor the free market. so i think when you look at the story for the last 12 years, it's a good story. independently. >> and now you do a lottery business in dollars? >> yes. >> so we're not sitting here in the moment we buy it in argentina devalues, we get hurt, right? that does not happen? >> no. our balance sheet, top line, bottom line, they are completely in sync. so we don't have -- we don't have any kind of reason on affects. >> okay, so you said it is unconventional. so you don't really want to

give me that analogy, huh? it's better? >> it's better. >> it is. now that is a tall order to be better. >> we have better pressure. that is important. we have more net pay. that means we have more layers and more meters to develop. we have very good organic content. and so when you look at them both, i would say we have a better rock. >> now one last question. oil itself, maybe you could give us your take. it's $70? can it hold this level? i know it's hard to predict. but you've been a person that really understands oil from every single side. is this the beginning of some big decline? >> i don't think so. we have long-term view on oil. we don't move our plans or our capital expenditure. >> okay. >> you guys have it. we look at the long term.

and long term, what i believe is that the demand on energy will outpace the offer in general. i'm not talking about oil and gas. we believe in 2050, the energy consumption is going to dabble. and we will see oil and gas can be replaced that fast. so therefore we do believe that we have $65, $70. but we are relieved that the old prize for the median and long run would be between $70 and $80. >> and your company will make an immense amount of money at those places. if anyone looks at the conference call, they will know. you may be the most profitable of almost every oil company in the world. >> we are very profitable. we have 65% margins. yes.

we prabble have the full upside of the code of argentina yet. and argentina, i'm confident in argentina that we should improve to help our stock. >> absolutely. i'm so glad you rang the bell. i would not have heard you otherwise. it is good to have that publicity. i've got to tell you, you have done a remarkable job. it seems odd that you would go to argentina and get everything going for you, but you have done that, miguel galuccio, founder, chairman, ceo of vista energy, vist. read the coms. you will not believe about how positive analysts are about this one. "mad money" is back after the break. coming up, hit us with your best shot in electrified fast fire lightning round is next.

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it's time for the bye. and play the sound. and then the lightning round is over. are you ready? the lightning round, let's go with bob from california. bob? >> how are you doing, jim? this is bob from california. >> bob, how are you? >> i'm a club member for the first time. i'd like to invite your eagles to the playoff game in january against the 49ers. >> done, i'll accept the invitation. how can i help? >> nrct is the robotic -- >> it's been around, but if you're going to be in robotics, you've got to be in rsfg, i

really like them. let's go to brian in florida. brian? >> hey, jim, thank you so much for taking my call. >> of course. >> we have spoken many times throughout the year. everything from miguel, speaking french. and i need your advice with two things. while i love your stock advice, i also truly appreciate your football wisdom. so two questions for you. what do you think of the stock and other than the chiefs, who do you think will be some surprised division winners? thank you. >> first of all i like zoetis very much. did a great job, great spokesman for it. and i think the surprise might be the jets. i'm not kidding. i think the jets have a quarterback who can be very good if he stays healthy. i think reese hall is unbelievable, and i like the receiving core. let's go to trey in texas. >> while i was working like a dog today, my wife was getting her colors done. if you don't know what that means, it's where you pay a fraud to tell you what colors

you look good in. look out taro card readers. i'm trying to get us back on track financially by picking up a multibagger and a lot of instant ramen. could target be my one-stop shop or both? >> i don't know if you could do that all for you, but it is quite good. you had a very good quarter, and i appreciate the earmark. very, very tough day. let's go to arthur in new york, please. arthur? >> hi, good evening, professor cramer. i love your show. i've been watching since day one. >> thank you very much. >> my question is with the bond yield, particularly the short round around five and the ten year running around $383. let's say you on my stock, con edison? >> i like con ed for 70 points. at this point, you know, as long as it is around above three, i think the stock could still project itself even higher. and that, ladies and gentlemen, is the conclusion of the lightning round!

the lightning round is sponsored by charles schwab. coming up, seatbacks in an upright position? cramer reveals item one on boeing's to do list next. the bootstrapper. the bootmaker. yeehaw [narrator] but many do have something in common. we all trust schwab with our wealth. [narrator] thanks to our award-winning service, low costs and transparent advice. every day, over a million multi-millionares trust schwab with more than two trillion dollars of their wealth. ♪(voya)♪ there are some things that work better together. like your workplace benefits

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first thing you do, you fix the balance sheet. and it needs to be done swiftly because there could be no room for dow that you have enough cash. you want potential investors to buy your stock. i bring this up because the new ceo has a chance to raise equity ear before the cash know peaks in 2027. that's an excellent piece by wells fargo matthew akers where he dares to tell the truth how much trouble boeing will be in if they don't raise cash. under the bullet of cash risk, he writes, "in the coming year boeing with upcoming union negotiations, contract ends on september 12. planned integration of spr, which burned $1 billion in

cash, which could impact orders, continue faa pressure, and recent 777x and starliner tech glitches, which could add to program costs." given that litany of whoas, it's clear boeing needs to find a way to cut down on the $45 billion net debt on balance sheet. right now wells fargo estimates it's taking care of the debt. "we've consumed all boeing's free cash flow, weak data could kick off $40 billion plus investment without first cleaning up the balance sheet. " there it is. the stark contrast to the views that so many people believe everything is fine at boeing. you raise the capital, you address that balance sheet correctly, and that is how boeing can bring in serious buyers. given there are only two players of consequences in this business, airbus and boeing. there is faith things could work out. but right now that's all based on hope. as i tell club members, the investing club, hope is not a strategy. hence the stock's $12 decline, 7.32%. boeing is on a run.

there is another one that could use a little capital, intel. last month bank of america security downgraded from hold to sell. noting that intel has repeatedly missed estimates while the gross margins have come in near historical lows. that's until the wrong mix. and shifted to higher cost manufacturing. in fact, the data center business is down 3%. difficult to fathom given the strength in that. explaining intel, "is just not equipped to simultaneously compete against focus and agile fabulous, nvidia, and amd, and foundry, taiwan semi." that will hurt them long term. of course, they talk a big game. in a recent fireside chat, he says how the turn arounds are in phase two. at the same moment, intel can see the finish line in sight of phase one, which is the rebuilding of the company, "being able to get back to process and product leadership." they're going huh? which phase are we in? which leadership?

that belongs to amd for pc and server technology and nvidia for artificial intelligence. always talking about cutting cost. and it is about this stuff where he has admitted to the dividend as well. but i have to ask, why isn't anyone talking about the intel $53 billion debt low and how they will pay for it? they want to sell to marvel technologies. maybe they will. but whatever he's got to do, he's got to do it now. let's add walgreens to the list. this giant pharmacy change has seen the stock go down and down and down. some were seeing the debt. and i think the situations are still murky because walgreens needs to finance billions of dollars at high rates and all the sale we expect the deals these guys did in order to raise money will only complicate things further. and now they are renters. the simple truth is walgreens

must raise capital, they will remain on strike. two dow jones stock and one dow jones stock, all in pretty weak shape. something that could be cured, only by raising money to fix their balance sheets. until they do so, i say stay away. away. it is always a bull market summer and i promised i would find it for you here o this is "shark tank."o n ♪♪mad money. i will see you tomorrow. welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they will invest their own money, or fight each other for a deal. this is "shark tank". first into the tank is a couple with innovative pet products. hi, sharks. let me introduce ourselves. i'm tara. and i'm jason.