>> carter? >> most defensive of all in many ways, because of his track record and because of the amount of cash he has. so berkshire hathaway. i would hold them. in the event of a drawdown, it will serve you well. >> all right. thank you for watching "fast money." meantime, don't go anywhere, "mad money" starts right now. >> my mission is simple, to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. hello, i am cramer, welcome to cramerica, welcome to "mad money", i am just trying to make you some money. my job is not just to entertain but to teach you, call me at 1-

800-743-cnbc or tweet me at @jimcramer. i have come all the way out here, to the festival to learn what artificial intelligence is really capable of, and what is pure hype. and today after i feel a lot more confident in sorting out the real from the phony and i am thinking that there is a of a lot more phony than their israel, that is what i want to show you which ai claims are meaningless and which ones are legitimate. look i know that this is "mad money" and not mad ai, on today of all days i could focus on the fed and a quarter percent rate maybe tomorrow we will get a half percent rate, the average has whipped around, finishing off 16 points, s&p up and nasdaq inching up 2%, stocks were all over the place today, as they seemed insistent on gaining the untenable but you don't need a san francisco weatherman to know which way the wind blows, in the end we

know that rates are heading lower and higher that is what we need to sustainable market please do not overthink it. i would rather focus on what can help us make some money like the biggest team in the world right now, artificial intelligence, specifically what does a.i. do anyways ? we have heard so much about this a.i. technology and how it will revolutionize everything but right now we know that while a.i. has taken the stock market buy storm , it really hasn't taken the actual economy buy storm. there are use cases but they are back office corporate cost saving, nothing flashy which is why so many commentators now come on air and call the whole thing a bubble. plus, almost every ceo that comes on the show say they have a a.i. strategy but doesn't it feel like boilerplate to you? and they sure are not getting the return that you are i expected, and you know what or they expected. but here is what i have learned from being out here, at dreamforce, a.i. is not a strategy it is not

something that makes anything it doesn't cure cancer it doesn't create more products to sell it doesn't even make the numbers for anyone but the companies that manufacture the underlying harbor maybe amd, but for everyone else including the hyperscalers, a.i. is a necessary expense, of keeping up with the dow jones so to speak, kind of pathetic, isn't it? but i found out otherwise today, let me tell you what it really does. when coupled with accelerated computing, another nvidia innovation, a.i. makes things go faster, everything, it makes things more rational , everything, and it can make machines behave like humans. smart good humans, let me put it this way, this is to make good products and sell them to real people to you, either for the enterprise or the home, that is about capitalism 101 but we don't have enough workers to do it, that happened

ages ago, and it turned from covid, we can interact because our sales associates don't have time to be anything but brisk or confused, they are hide from the moment but, to the moment they leave, it is a late stage capitalist directive, it is a walk of life, what dr. has one nurse practitioner would give you the time of day, companies already squeezing as much as they can out of the people in order to make the numbers, and to get the stock price higher and make a ton of money for the executives and that hit me as i watch the incredible keynote today, -- i got what this technology can really do. it has time for you, it acknowledges you. it has a brain, it is polite, and it can almost always answer your questions, because there is only so many questions that will get asked with any regularity and it has the data to answer the questions. your data, it actually knows your preferences, it is the perfect way to run customer interactions rather than using humans, who can speak unclearly and don't really understand you

and are impatient and plain exhausting. see, humans are humans, we are flawed, ready to go home, wish they work from home and want to be remote. machines, they are delightful and smart and funny, and they don't mind going to work, that is what the a.i. agents come in, machines can listen and reason and send you the right place and do it all itself. a long time ago we give up talking to an actual human, and companies, you gave up , you want to call, give me a call, we know better, we know that we will get lost in a maze of numbers that are meant to make us give up, press one for this press two for that, press three two -- it is like every business in the world knows they can get away with the dismissive because all of the competitors are dismissive, too they want to dismiss you because you cost too much but if you bring in an a.i. agent to take your calls, well that is a customer service game changer, so what a.i. is and what it does is give us something better than what we

already have, a retailer and you shop there before, the agent knows about your preferences and the agent can help you return something that you just bought, it can be nice, it can ask you whether or not you want something different than what you bought last time, it will free you from the salesperson, it is never mad or upset, and if you aren't satisfied, then you can actually speak to a human if you really want to but i doubt you would want to because the a.i. perk , the a.i. agent is so much more pleasant , it is not just when we look back 10 years from now i think we're trying to figure out why we ever wasted time when the a.i. agent was so much better and empathetic, doctors can see results in test, something i might have taken a decade a sore throat and spot dangerous patterns, well ahead of when they become problematic, take melanoma, heart disease or kidney cancer, but only a.i. has the time to compile everything into an accessible form. we know that you know, that we can see it out there, self driving cars all over the place and much safer and they don't drink and drive, they don't even drink. you know an agent can proofread and correct and never make a

mistake, and you can do that for the first years in the law firm, many law firms can hire half as many associates. i know we are devoting most of the show tonight to how we can make things faster and better with far fewer people and a lot less ways, and that is legit but let's put it all together. if you are running a modern-day chain or maybe a coffee shop with 10,000 stores let's make one up, we simply don't have enough able to get the orders right or make the elaborate drinks correctly, i have now seen the change and knows everything about what you can ask for them, i have seen machines that make 20 drinks flawlessly at the same time, why not have two lines, the a.i. line and non-ai line, and the mobile order and pay, get the best of both worlds, you don't have to deal with the human when you order and you don't have to be whether human might make your drink wrong, everybody is happy. that is a good idea for a major chain that i know, the bottom line, if you can beat the a.i. agency, to do its job, as salesforce can teach you, it will do the job better than

weekend, in the vast majority of cases, and if it is a repetitive task, trust me when i say that you would much rather have a polite and friendly a.i. agent than a angry harassed human, who really doesn't want to deal with it, it turns out, what a.i. is best at, is dealing with other people because they are the ideal of what we would expect out of a person. when we are about to spend a lot of money on something, and we just need a little bit of help to do so. let's take questions, let's go to nico in illinois. >> it has been a long time coming, so a big we are from chicago. >> i am liking that, how can i help you? >> really quick i want to say that it has been the nighttime i has been invited back on the show, so i want to say thank you. >> nighttime, you are a regular. >> i am sorry it so, at boeing, i know it takes teamwork to make the dream work and with that having been said, going into the holiday season, do you think the airlines led buy united are set up ?

>> nico, are we traders, or hedge funds, i have been with you nine times, you know that i'm not a trader but peacock is not something like that, we want to own stocks that go higher over the long period of time, one of the biggest things that i have learned today, it turns out that what a.i. is best that, is dealing with other people and, from right here at team -- dreamforce where we will hot off the press headlines and we will discuss, plus, anthony announces a new high-speed train investment, i am sitting down with beth ceo of siemens, to get a read on the tech companies work in the united states, and train technologies, are they on track for more growth, i have to tell you, i think it sure is, i have the exclusive with the ceo, so stay with

cramer! don't miss a second of "mad money", follow @jimcramer on "x", have a question, tweet cramer, with #madmentions, send an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc . miss something? something? had to madmoney.cnbc.comhelp thr clients move money around the world seamlessly in over 180 countries... and help a partner like the world food programme as they provide more than food to people in need. ♪♪

ryan t. writes, "moving is stressful. can you help me take one thing off of my to do list?” ugh, moving's the worst. with xfinity, you can transfer your internet in just a few taps. just a few easy moves. did somebody say “easy moves”? ♪ ♪ oh no. no, i was talking about moving your internet. this will move the internet. ♪ ♪ ooh, ooh. -let's keep it professional. professional dancers! -ok! stay connected during your move with the best in home wifi. easily transfer your services in the xfinity app. bring on the good stuff.

every year we make this program, it is the san francisco salesforce dreamforce conference, thousands of partners, talk about the biggest trends intact, always an educational week for me to check in with a bunch of companies, there is

nothing like talking to the host for the week so we have a chance to speak to the host, the cofounder and chair of ceo, mark, welcome back to "mad money". >> thanks for coming again to san francisco, and making the pilgrimage, and being here, it is a great to be with you as always. thanks for being the great teacher you are, i have your keynote today, and i have to tell you, i am not blowing smoke i didn't understand a.i. until i saw it because a.i. what is what i would call an abstraction, some sort of business to business thing, what did you say that resonated and would resonate with anyone who is not at this amazing keynote? >> i know a lot of customers love a.i. but they have a hard time spelling it. and, it is just how it is, jim. they have seen it and they have heard about it and excited about it, maybe they have part a large language model, maybe they have bought a security system, and now a hyperscaler service, now they will try to

hook it altogether. and it has failed them, the copilot experience for so many customers has become the court the experience, what i mean buy that is they are not getting the value that they want. >> that is what it has been, it has not paid off. >> it hasn't paid off for them, it has been disappointing when they come to the show with that kind of rejection and feeling in tow, and i know that because i have been doing focus groups all over the world talking to customers, and they are like, listen i am trying to diy my a.i., that means do-it- yourself, trying to put all of the pieces together. it is too complicated, to persist dictated. >> it is funny, and i was seeing your mom, and i said your boy really figured it out, because what he made me realize, is that the agent force, allows me to be a pay a person, to acknowledge there aren't enough people in the world anymore, there aren't

enough, you have fired so many customer service people we got rid of everybody who interacts with us and you brought them back through something that is empathetic, sympathetic and more knowledgeable and it doesn't have to be a person. >> this is what a.i. was meant to be we want to make our companies more productive with a.i., we also want to have more revenue and we want to have higher margins, we want a better business result, we want to use a.i. as a tool to make our businesses better and ourselves better. but it has been too hard and it has been too expensive, and our job is to make things more lower-cost and easier-to-use at salesforce and we do that through the salesforce and, on the show, year in and year out, tirelessly, since 2008, we have talked about the movement from the cloud, the social, to mobile, to a.i. even. and even into data, but now two agents, the idea that agents

are going to be the way that we transform these businesses to another level. >> but the agents are getting what we are calling agency, you have agents that are more knowledgeable and they have all of your data, so they are more knowledgeable than anyone salesperson and they are respectful and they are empathetic and, can anyone create that? it would seem to me, did i just see something today that is not replicable or is it? >> jim, here is the key point you like a customer that we have here like sax, a great company, we have all been in the store and it is awesome. use our sales cloud for clientele and in our service clot for the service issues and our marketing clout for their email and e-commerce cloud, which is how they buy the products and analytics, and we have below, and slack, and we give them a whole platform to manage saks, this is what we have done, and we have built the data cloud to amalgamate all of that data together and it has been awesome for them last night, they got here, jim,

last night they got here and they are likely have automated all of the customer touch point, we have even shown in the next generation cash register that they can plug into that so the point of sale and there are for sale signs that say one more thing. agentforce on top of that and we work for them for only about an hour or so and we have built autonomous agents that are live now on saks on their website that are doing all of the returns and all of the customer service and took all of the things -- >> all of the things that people got rid of, those people didn't have an roi, so now we have a very cynical attitude towards hit one and hit two, that is gone, it is not we don't do that anymore? >> jim, that is because we have the data and the metadata and we have the business logic and we have the workflow, and the security, and the trust layer is all in our platform. and then, jim, we can make those customers successful with

their customers in these incredible new ways and it is so much more than just go away with the hit one for sales and head to for service and hit three for marketing. it is not about that. >> that is when it hit me, i don't want to hit numbers i would rather shop somewhere else. everyone else has equally horrible service and that your service comes along's ava spoke nonhuman. >> we have 10,000 people in the keynote room and 10 million online with us. and, jim, that is how we will have to do this, we are going to have to go person buy person, customer buy customer , because companies have been hypnotized to think that they have to buy a chip, or a data center, and a database, and a security structure. and an a.i. model and at this and of that, and all of these things, and they don't need to buy any of that, jim. they just need to use the salesforce platform and we will deliver results. this is what a.i. was meant to be. >> right that is the point, now, does jensen get it?

>> he was a huge part of all of this -- let us deal with jensen, and built that in at the right level. and then let our customers worry about what they are good at, saks should be worried about selling us this suit and where i bought these shoes. i bought on saks . that is what makes things happen. i bought that on saks.com, perfect. >> do you think the people are more comfortable, while the end of the more comfortable, speaking to an agent, who is kind when it comes to medical? >> what a powerful thought this is. our doctors and our nurses are just way burnt out after the pandemic, nobody knows why. talk to any hospital, any medical institution, and they will tell you that in these big medical -- these systems, the doctors and nurses are trash because we are so interactive with him now we have more medical information and more medical records and we are

getting our labs done and i'm calling them with this issue and that issue and they are like, hey, i don't have time for all of this. and so, we have shown, that working with one of the largest in the world, we are not going to talk about the name, but we were able to do the scheduling and other aspects of the patient interactions and we are going to resolve this dr. burnout issue, buy the way that is very personal to me as you know, as one of the largest medical philanthropists in the country i want our doctors to be working on making people healthy and doing great research, not worried about scheduling an mri or scheduling your labs, or scheduling your next visit and answering basic questions about your lab results. the agents can do that. >> the agent can do all of that and the agent can ask a lot of questions. >> and we don't even have the doctors or nurses to do it anyway. we can make it so much better. >> what you are doing is a

sitdown with jensen. >> buy the way, these are two incredible use cases, we talk about retail and now we are talking about healthcare but now we can talk about other amazing companies that we talked about today, like wiley, and open table and we even talked about disney. -- >> it was very telling that for people, there are two kind of disney, the disney where you have dialed into what you are doing and in the disney where you are kind of like this, and you can't afford that anymore. >> i am the number one disney fan boy in the world. i go to disneyland four times every year, you know that i send you my photos. >> you always do and i appreciate that. >> when i go i always have a disney guide to maximize my time and i get in my rides, and it is the best experience possible but sometimes, jim, a ride goes down or there's a problem because safety is the highest value at disney, which i respect so much. so they will say, marc, we can't bring you on the ride right now, and the agent, or the disney guide, is looking at his phone, and he runs

salesforce, trying to figure out where am i going to take marc next but there will be on the agent on the phone and says, just take marc to tune town, that is all marc really wants, and buy the way, you know what else about marc , he wants to be there pretty quickly and we looked at the whole flow of the park right now and who was where, and marc used to go to tune town now. and that is exciting for me. because i love disney. we run disney plus services. we run the store, and the guides, but jim -- but, jim -- listen they are doing a great job in the company, let me tell you one thing about that company. -- my goal is to raise that customer experience, even one level above. >> all right, we will get there and one last thing, you did announce salesforce to advance a.i. agency -- okay, that is terrific. i love you. and the sales force, and nvidia collaboration , you will be

sitting down fireside chat with jensen. >> jensen is coming here. and not only jensen, my next- door neighbor invented the gpu, for jensen and he is here, too, david kirk that is amazing and unbelievable. they are original chief scientist is here, just as my neighbor said, you have to come to dreamforce. >> does jensen subscribe to the notion, that agentforce, is what a.i. was meant to be, does he subscribe to that? >> absolutely i had a long talk with him about it. this idea of agents, he has been dreaming about this. buy the way, these are guys, who in 2008 or 2009 invented the next way to do graphics and you remember the first time i bought the switch and i called you and i said -- >> you were so excited about the switch. >> and then who would have thought, that this idea, that they can do triangles better than graphics would become a way to be able to have better large language models, it is a

phenomenal act of computer science, but now the reality is, we are going to have much more accurate a.i., lower hallucinations because in the salesforce platform, we're looking at all of the data and we have the data and the metadata. we have all of your security provisions, all of your sherry models and we are going to deliver a.i., and at a rate and speed and quality and capability, like never before. >> i don't need to be -- but if you deliver on that and we get more than a $50 stock price. so i am small minded. i am a $represented buy a man. the people who watch actually -- >> listen, -- >> they love them, they love them. >> you focus on the stock and i focus on the customers. >> you are right, that is marc benioff, the salesforce ceo. >> thank you, welcome to dreamforce coming up, from high-speed

rail to industrial a.i., this company does nothing small, manufacturing and more, from the cutting edge. next. university of maryland global campus isn't just an innovative state school, it's a school for real life, one that values the successes you've already achieved. that's why at umgc, you can earn up to 90 credits toward a bachelor's for prior learning and life and job experience, why we offer scholarships and affordable tuition, and why we have online classes and the support you need from your first day to graduation day and beyond. for over 75 years, umgc has helped people succeed again. what will your next success be?

( ♪♪ ) feel the power of osteo bi-flex®. taken every day, it's clinically shown to improve joint comfort in 7 days, with significant improvement over time. ( ♪♪ ) awkward question... is there going to be anything... -left over? -yeah. oh, absolutely. (inner monologue) my kids don't know what they want. you know who knows what she wants? me! with empower, we get all of our financial questions answered. so you don't have to worry. empower. what's next. (music playing)

you didn't start a business just to keep the lights on. lucky for you, shopify built the just one-tapping, ridiculously fast-acting, sky-high sales stacking champion of checkouts. businesses that want to win, win with shopify. what is cirkul? cirkul is the fuel you need to take flight. cirkul is the energy that gets you to the next level. cirkul is what you hope for when life tosses lemons your way. cirkul, available at walmart and drinkcirkul.com.

from climate change to high- speed rail, from multinational to the details, to make technologies inc., candace familiar name, bring unfamiliar prosperity to your investments? >> i love coming out to

dreamforce because we have a chance to catch up with some of the more important stories. take siemens, a dominant player in manufacturing, and medical equipment, being number one in industrial automation and industrial software, not including digital twin technology we learned that with nvidia, as perfectly as possible, they have gone all in on industrial a.i., this german company is in many different industries and it has made mader major investments including a high-speed train facility in new york, they are going to use those on the rail system that is being built between l.a. and vegas, earlier today we got a chance to speak with the president and ceo of siemens usa, take a look . -- barbara i can see siemens everywhere, and it's at the cutting edge of manufacturing i think i should have realized, your startup that is doing fantastic things. >> the company was one 175 years ago and came to the u.s.

160 years ago. and yes, siemens is the backbone of the economy. a focused technology company, bringing the real and digital world together. >> now we spent a lot of time at nvidia, and he keeps talking about this concept that no one else i saw using, digital twin, but you have fully adopted it, what does it mean for manufacturing? >> yes, siemens in 2007, the year the iphone was launched, recognized the need for software and bought the fundamental capability to build a digital twin, 50 digital representation of any physical object in the case of our digital twin, it is the most comprehensive building in, the laws of physics, you can ask thermodynamics questions and this is what helps creators decide, whether they want to build and how to build it, and then once it is produced, how is it performing? >> okay, so, people who were listening, say why don't you just build it right, what is the deal? in fact when we build things, we keep changing things, and it

gets more and more expensive, digital twin illuminates the big expense? >> digital twin can help you play around with a whole lot of permutations before you start to bend metal, ask yourself, how would this performer that perform? think about the mars rover, it could not have landed without simulations because you simply couldn't create the conditions of mars on the earth. there are tools like that now, changing everything about how we work. >> let's talk about the divisions we think are most to where we are looking at right now. digital industries of what you have interesting vertical and markets and that smart infrastructure would you say, revenue growth is fueled buy strong momentum in the u.s., these are the two that i think are so far ahead of other companies, what do they mean to the data that they have at siemens? >> here at siemens usa, smart infrastructure is the largest and the fastest growing business that we have, think about what is happening with the electrification of everything. about creating data centers,

these are the people who make the electrical switchgear, that makes all of that possible. and that of course, digital industries, we are at the beginning of the next industrial revolution, here in the united states. and it will be, siemens tools, both automation, and the software, hardware and the software that will make it possible for manufacturers in the u.s. to actually be more productive, be more sustainable and compete well on the global stage. >> too many people talk about what jobs will be lost, and i think if you look at the future and i know that is what you do, you will see that we don't nearly have enough people to do any of the jobs, and if we don't go with siemens and your digital industry and you're smart infrastructure, we may not have the people to fill these factories? >> that is exactly right, there is already a deficit in the workforce in the united states and terry are making massive investments, you know siemens alone in the last year, invested $500 million, to expand our operations, we need to build more electrical switch gears, we need to build more

trains, and so, all of that is growing. >> let's talk about the trains, i have been there, i know it is not in the states buy the way, it is next to an incredibly good workforce, you are building something major there. >> we just announced last week i had the pleasure of being there with leader schumer to announce that horseheads will be the site of our new high- speed rail factory. people ask why new york when the first project is a bright line west, from l.a. to las vegas. will i have seen the map, there is something like 30 cities ready to go and what we found in new york, that a 300,000 square-foot concrete slab that can hold a training, ready to go, and a workforce, that is absolutely geared up and ready for us. >> i'm so glad you said that because people just assume unless it is in a big city or out west, you don't have enough people or the right people, that is not true. you can get more positive. talk to me about siemens and salesforce teaming up because i need to know about the team

center surface lifecycle management. >> think about this, we are experts in industrial applications and automation. we can et dear, that gets sent out all over the place, and it needs to be serviced over time. salesforce is an expert in customer relationship management and, the work load that actually address customer need. you put these two together, we have applied, there einstein capability to the data that is being produced out of our industrial equipment. now we can actually tailor the customer's experience, with a.i.. >> okay, so does that mean when i look at this next generation that he's talking about, agentforce, will you be involved in agentforce? >> we are, we were big believers that agents are a critical part of our future. we have got large language models and we have all kinds of work that is done to train the models and the question is, how do you draw differences from it, and how do you use that for

making rail decisions in real time. you will find a.i. already in use across our own enterprise and we have created the industrial copilot, so people can use these kinds of tools, to program the automation on a factory floor. >> now just a nao■e question, why did i have to come out here to learn about how pervasive siemens is our country? >> invite me back anytime. >> because of your experience, you have had far more experience, you have even brought some real security to the justice department. you have done a lot of great stuff. and we like to have you on. you tell a pretty darn good story. this is barbara humpton, the siemens usa president and ceo, a 100-year-old startup doing some great things. >> thank you. coming up, how was the hvac business, it will run hot and cold, could this cleantech play, keep your portfolio on track, stick with cramer.

growing your business is easy once you know the moves. with godaddy websites plus marketing, you can quickly create a website, and ai will customize it for you. get your business out there and get more customers in here. no sweat... for you anyway. create a beautiful website in minutes with godaddy.

(man) look at this silly little sailboat... create a beautiful website in minutes these men of means with their silver spoons, eating up the financial favors of the 1%. what would become of them when they discover robinhood gold allows others to earn their very liberal rates on idle cash unlimited deposit bonuses and handsome retirement matching? ♪ they would descend into chaos. merciless chaos.

♪ ♪ >> one of my favorite things about this dreamforce conference is that i can catch up with some of my favorite companies. companies like train technologies one of the leading global players in the air conditioning space, with the federal reserve cutting interest rates, this is to modernize industrial company, that is worth owning here, buy the way big data center exposure, don't take it from it, the chairman and ceo of trane technologies, welcome back to "mad money". >> plan to be back on the show. >> we have to understand, when we talk about buildings of course but they turn out to be a major source of pollution, and you are trying your best,

to stop them. >> about 40% of all of the energy that goes to a building is for heating and cooling, and we know that because we have done hundreds of thousands of energy audits within buildings most buildings operate inefficiently. up to 30% even sometimes higher. and what you will hear, you will hear a lot about at the conference, you will hear a lot about if i was a utility, i could talk about supply and more power on the grid. here, you will hear a lot about data centers that use too much power and it will double. what nobody is talking about what we call demand-side management, that is the fact that 30% of all of the energy that is after the meter is being wasted, that is why i am here today because i want to talk about how in industrial company like trane technologies is utilizing a.i.. if you are connected to the asset and if you are connected to the building, you can ensure that building is always operating the way that it is designed. we have been using structured a.i. data for over a decade and when you take unstructured data

and you augment that data layer , the amount of improvement that you could have is fast. >> why did we build buildings that were wasteful to begin with? >> overtime, it is a different time in history and people it wasn't top of mind for people and what happens even with new buildings, forget about the old but new buildings, they will do what we call drift, they will degrade performance over time, and within three months or six months you will start to have a building that drifts, and there's a lot of reasons why, some of it is mechanical and, if you are connected to that building, you can ensure that it is always performing the way to that it was designed, we see and hvac acid if it is not heating heating or cooling properly, it is not performing if it is using too much energy and that is the power of what we see here. >> that is also a part of what they talk about, the total cost of ownership and, what i get praised about is, oracle has

162 data centers, they said maybe we need another thousand and maybe another 2000, what does that do to the planet? >> if you think about it and those are different numbers out there, but if data centers use about 4% of all of the energy today, and it doubles to 8%, if we can control the 30% that is wasted, jim, that is the bigger opportunity. we need data centers, i need that intelligent layer, to help us have these buildings operate the way that we are designed, and this is all technology that exist today, we don't have to go out and create a new technology or try to scale, this is technology that exist today, and the payback for our customers because some of the buildings are performing so poorly, and in many of our paybacks are less than three years, so we tell people it is green for the planet, and it is certainly green for the state as well. >> at this stage for all of the

demand that you have, does it matter if the fed cuts rates or if we get a little bit of acceleration? >> pressure, but our paybacks are so attractive right now, that with or without that, we will continue to be successful. >> did you see this happening? for years, when i thought it was an hvac company, i said good, it is a part of some larger conglomerate, and when you first came on you taught me look, it is not hvac, it is not just some air conditioning duct, it is a very complex system that is trying to be able to make it to the planet that is not choked on one buildings produce but did you see it yourself when you got in this business? >> we always saw the sustainability aspect of our business, has had some meaning to us and the purpose of our company is to challenge what is possible in the world, and that is what all 45,000 of our employees really think about and it is really, it is gaining momentum for sure but i will tell you, we've had a tremendous success over the last four years, and our reported revenue growth, on a growth rate is 12%, our is

north of 20%. >> you have a much better growth rate than almost all of the technology companies, that i deal with, they do not offer a product that is at the level of demand that you have. >> i always tell our gym that our best days are in front of us, so we have had great success but our best days are in front of us. >> the last thing i wanted to ask you, listen, you know what i have been waiting for someone to say i want to go into hvac, do they know that that where their career should be. >> i need to talk to them, we are always recruiting great people. >> you do a great job, and another all-time high, and it is because of, you know how to save the planet and also make some money at it. nothing wrong with that. there are enough. the ceo of trane technologies. take a look at this, this thing is like this, "mad money" is back after the break. coming up lightning doesn't strike twice in cramerica.

-- it strikes every day. cramer is back in a flash with cramer is back in a flash with your questions! is it me... or is work not working? next! are buri in it can. on the servicenow platform, ai transforms your entire business. because when your people work better, everything works better. so, let's get to work. idris elba works here? mm-hmm. ya, he's super nice.

(woman 1) all right, here we go. idris euggggh.ks here? (man 1) oh no, no, no, no, no, no! (man 2) what's my next step? oh! ugh. (girl) dad. (vo) you break it. we take it. (woman 2) we can take it. (vo) trade in any phone, in any condition at verizon for the new google pixel 9 with gemini. (man 2) give me a recipe with these ingredients. (girl) let's do that one. (vo) only on verizon.

♪ ♪ % >> it is time, after taking calls about pricing, buy buy buy or sell, sell. and then the lightning round is over. are you ready, john, from

california, john? john, hit me. >> should i buy marc? >> i like pfizer, i like the 5.6% deal. i like a cancer strategy. the answer is yes, buy more. let's go to gino in california. gino? >> hello, what do you think about first solar? >> first solar is an up stock i like that, let me throw in next tracker i know it has been a big disappointment but you have to stick to the show. much cheaper than first solar, let's go to david from north carolina. david? >> hello, jim, what you think of a company that has for the next six weekends? >> i have to tell you, six flags, i feel like it is two flags. this has been a merger from -- i am not into the stock or the growth rate. i am not kidding you, i'm not jerking you around, my action for the stock is cell. let's go to john in california.

>> hello jim, what is your take on equity residential? >> that is just an amazing stock, it has a 3% yield, you can make money in it. i know it is not huge but talk about a shortage in housing. talk about apartment complexes. it has got it all. i want to go to nick. >> hello, jim, from orlando, florida. my question to you is regarding a stock with simple moderna. >> moderna, moderna has been a big disappointment with all of that money, i thought they would have come up with it right now. and now, tony. >> hello, uncle cramer. >> what is happening? i love it there. >> yeah, yeah. i am wondering about a stock

that you have mentioned a couple of times. i have picked up some at 75 and it has been on a run, i am wondering if you would buy more on the pull back? >> on the pull back, their premier data center stock, it has a chairman who does more about business, then 500 s&p members, and i have to tell you, a winner. howard in florida, howard? >> hello, first time caller. charter club member. >> yes. >> a few weeks ago, you did a segment on a company that sounded good and i looked into it myself, and i looked to see, and it looked to me that it had a significant position for the type of company that it was. i just wanted your opinion on how to interpret that information and are you a buy sell or hold on -- >> i don't understand the short position because it is a well- run company.

it is i think it may be because it has some oil and gas exposure i think powell is a buy, i will reiterate to buy, and an opportunity to buy it right now. and that, ladies and gentlemen is the conclusion of the lightning round! >> the lightning round is sponsored buy charles schwab.

when it comes to amgen's life-changing medical breakthroughs, every second counts. but without investment, those breakthroughs are often paused. citi's seamlessly connected banking, markets and services businesses, deliver global financial solutions. so our client can keep investing in innovations for patients around the world. without pause. for the love of moving our clients forward. for the love of progress.

nate jones... steps up to the mirror... lines things up... towels off... checks his fidelity app... looks to outside analysts to get a second opinion. nate likes what he sees... same page? -[ dog barks ] and he places the trade... before anyone hears him talking to himself. [ dog whines ] buy u.s. stocks and etfs for as little as $1, with no commissions. talk about easier investing.

we make sure that club members to the axis they need to make informed decisions. >> jim cramer gives you much more than you will get from any of us. it is more than a club, it is an opportunity. ♪ ♪ >> first thing that we do, we will fix he balance sheet, that is what i thought when i read the issue from pat last night, including a release meant to alleviate balance sheet concerns because the company has more money coming out than it does coming in in the next 12 months, of course what everyone is talking about their deal with amazon web services to provide them with

the next generation chips for a.i.. i know it is a big win but it is also a win that requires intel to spend a fortune on equipment. right now, intel doesn't have the money to build out everything that it wants to build, or even that is committed to build, that is why the best news we got wasn't the aws news but it was the intel suspension of its plan to build out gigantic plants in germany, as much as 30 billion euros, and poland that will only cost 4.6 billion euros, this is causing great turmoil, since they committed ,10 billion to intel to get it up and running. it was a linchpin of germany's attempt to keep supporting job growth. now that otto has cooled. these actions are taken to buy time, to staunch the bleeding. along with the three billion- dollar pentagon contract it just got, helped take some of the pressure off of the until now, as a moment to try to right the ship and to breathe, and time is what they really need. until today, intel had no idea how to cut cost while spending heavily on incredibly expensive semiconductor factories all over the world.

the about-face in europe lets them continue their aggressive buildout in the u.s., where the company needs to hit certain benchmarks to collect on its subsidies, those are for both intel shareholders and for the u.s. government, with the war chest it doesn't want to lose, i remain skeptical of any real turn at intel because of so much of what they make on the high end comes down to their old architecture, which many people i talked to out here in the silicon valley pooh-pooh as out of date, they are finally making the right moves, he knows that he needs to repair the balance sheet it doesn't matter how many deals does with amazon. all successful turnarounds start with a balance sheet, at least let me solve the flip supreme, streetwear division for 1.5 billion, and audit for 2.1 billion just four years ago. but you know what, people might have been scornful of that move that he sold a big hit and a growth property, wait a second, he had to. because you see, he had to sell what he could, to protect the franchise, even if it meant quick taking a quick loss, on a

terrific product line, last week the ceo of -- and she talked about the need to fix the balance sheet first before you can engineer a comeback. a signature turnaround from a hellacious place, that is working because of her excellent cash management as a fundamental. of course the biggest salvage job was one that harry called pulled off at pg, he had divisions all over the so he had to sell some gems, like the biofarm of his, and he could've worked there for $21 billion in cash, a business that was best in show, why did he do it? simple larry said that he was taking thoughtful and deliberate action to reduce leverage and strength of the balancing, that was a quote right from the release, i know the loss of the fast-growing business must ave hit them but i don't know if he could have pulled off ge breakup, it has been incredible. now in intel's case, they never said one word about the need to have a good balance sheet before you expand, that is why he now has to posit the german

plan. if it means totally elevating the german government. obviously it is a suboptimal situation but now he is getting serious about preserving the institution that is intel. always the first job of the ceo. here is what i have to say to pat. ♪♪ narrator: it started with a simple idea -- match the country's most innovative, passionate entrepreneurs with the most prominent, accomplished business investors. they'd be using their own money and investing in real businesses. we got a deal! narrator: with over $100 million invested in the tank so far and monumental successes... i want y'all to think, who's next? narrator: ...it created a new genre of tv... [ cuban laughs ] even you couldn't have predicted this kind of breakout success. you're not only making profits, but you're creating jobs all across america. narrator: ...and proved that business could be entertainment...