tv Mad Money CNBC January 21, 2025 6:00pm-7:00pm EST
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rasum. airlines with going higher tomorrow, delta. >> karen? >> baba. >> i knew. dan? >> american airlines plays catch-up to united. >> guy? >> dell, mel. >> thank you for watching "fast money." see you back torw omroat 5:00. "mad money" starts right now.ba 5:00. fast money with jim kramer starts right now. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market some where and i promise to help you find it. mad money starts, now. hey i'm cramer, welcome to mad money, welcome to cramer. i'm just trying to help you make a little money. my job is not just to educate and entertain, but to help you. so call me. the last time president trump was in the white house you
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always had to buy the dips. >> buy, buy, buy. >> that he would cause with his own saber rally. you always had to buy the companies that he tagged. you have to see if it was a hit even though it was painful to do so. that's what happened today when the dow rallied 8.8%. 4.6% because after months and months of talking about tariffs, he didn't threaten tolls as all. maybe four years was a long time ago but people seem to forget the trump drill. the president loves the stock market. he always loves to send singles that all hell is going to breakthrough. and when he does, the market dives. they can grow bigger if countries don't play ball. it's throwing punches like star
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gate. a new ai infrastructure initiative to put up new data centers with orders from invidea equipment. and it's cemented by all the big tech executives at the new president's inauguration. what a difference from 2016 when trump's was consecutive and nobody wanted to do with it. let's go back to the tariffs that turned out to be all bark no bite at least so far. lots of people thought that trump would kick off the second term by stoking a huge trade war against china. the repercussions would be dynamic. yes some money would come but china would retaliate and we would come back and for tat and for tat. he told me it might not happen. listen to what he told me. >> we're having a lot of talks
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with china. i have a surprising relationship. when the covid came in, i said cut it off. that was a step too far. that was as they say a bridge too far. but we've been talking and discussing with president xi some things and others, other world leaders and i think we're going to do pretty well all around. >> okay he said it but for many it's a remarkable turn of events. a light hand on china. maybe softer. i think trump finally realized that we never really got anything from the chinese by playing tough. maybe he has a plan. but no matter what the actual tariff plan was a pure under promised over delivered that got wall street very excited about a new more flexible trump regime when we saw the smoke clear. many were thinking they were going to go after canada or
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mexico. no. he talked about putting 25% tariffs on our trading partners immediate ly . but then, when we memo came out he said he is going to be investigating the situation. sure he says he's going to rename the gulf of mexico into the gulf of america. sure there are some real harsh words for a lot of the environmental rules that president trump, trump has no time for these. he says oil is integral for making america great again. because without high gas prices, russia has nothing. makes a ton of sense. unless you're concerned about the environment, there are real trade offs. -t they need more pipe to bring
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natural gas to market both overseas and domestic. the ceo's know that. prices will plummet and they'll miss their quarters. but you never know. the oil executives were so disrespected under the biden administration that maybe they can be a little more pliable when it comes to trump. which brings me back to this trump to start term. versus his american carnage in the previous organization. trump actually didn't have any contact with businesses we know. they will target over the biden administration. the agencies were the real power. seemed to be stocked with people who had tremendous. they made a lot of money for execs and you shareholders. the second thing people know, elon musk. i don't know a lot of executives who behind the scenes like musk. but i don't know a soul that doesn't respect him.
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musk is incredibly successful. we don't really know how much he can get done in washington. seems like he lacks a real power base to make changes. i feel he will end up being a consultant with no movement. biden seemed to recoil from them from fearing to send the wrong message. he never wanted a photo-op. people can see trump doesn't have a problem with rich people, in fact, he sought them out. the justin department and the fdc, the energy secretary who ended up, the real energy regulators, the epa or mayor garland who was gripped on cell phones. don't tell the apple sellers. more on that later. if you don't trust big business you probably like the heavy hand. you like the regulation. but if you ran one of these companies, you were often blind
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side bid a subpoena or a lawsuit. no dialogue ahead of time. that's not the way things have been done in this country until biden. there had always been dialogue unless you thought they were a crook. if they thought you were a crook, no dialogue. these execs all felt they were treated like crooks under biden. maybe you think that's a positive thing but i never heard anything like this about obama, he was all business. this time he carried a big stick going into the white house but spoke softly once he was in 1600 pennsylvania avenue. what did we learn about trump the first time around. you can never be sure. the difference from day one he knows business people. silican valley. he knows how things work. you may like him, you may hate him. but bottom line if you're a tech titan, he will take your call, in fact, he will call you. in the end i . bryan
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was really great. i really hope. >> colorado, bryan. >> hey jim i just recently read your book, make money carefully. >> thank you. >> hopefully you write another. >> thank you, thank you. how can i help you now. >> you've been consistent on the auto makers lately. i wanted to ask you about one of them that's really set some optimistic goals going forward and also made it clear that they are looking well beyond auto manufacturing with the recent large investment into space tech. jim, i'm looking for your current thoughts on ticker tm toyota. >> look, i like toyota more than i like many of the american auto makers. but it's still in the auto business and that's a real tough neighborhood. i care about the neighborhood. joe in georgia, joe. >> cramer how is it going?
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>> not bad joe, how about you? >> i'm doing great. i have a question. i started a small position in progressive. and i've been very interested in this. looks like they're taking market share from geico. consistently raising sales. and free cash flow and i want to know is this a good one to add to a more. >> i hear behind the scenes over and over again that they are the most ai related auto insurer. they are the best at pricing. i salute you for going with progressive. we go to john in south carolina. john. >> hey, jim. glad to be on the call, on the show. >> great to have you on the show, what's up. >> last time listener. second time caller, member of the club. >> all right, thank you very much. don't forget about our thursday meeting at noon. >> there you go. my question is about crowd strikes. i've established a position with a call space just below 320. do i trade and take some of the
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profits, hold. >> i think crowd strike is going up big from here. i think that cyber security business is terrific. i think that they are just now beginning to play offense after that glitch that occurred. i do think that this is the time to own crowd strike. and to own what george kurtz has built. this time around trump knows more people. more business people and they know him. if you own stocks and you're watching me you probably do, that's a good thing. tonight, taiwan's semi conductor capsa capital equipment stocks. i'm breaking down its report and the fact and the best pin action i've seen in ages. that and the leader of last week's rally and revealing what stocks could go higher in a lower rate environment. and after my time in the jp morgan conference in san francisco, i'm giving you my take aways and eyes the sector. so stay with cramer.
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>> don't miss a second of mad money, follow @jimcramer. or give us a call at 1-800- 743- cnbc. miss something, head to mad money @ cnbc.com. cnbc, live ambitiously. before the spotlight— we struggled to keep the lights on. [young jayson] tatum with the ball. my ambitions were to make it to the league— and get my money right. [young jayson] dribbles up the court. i saw more for myself. [young jayson] crosses. and sofi gives members confidence to see more for themselves. helping them earn and save more money for their ambitions. [young jayson] spins—shoots.
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and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast business 5-year price lock guarantee. powering five years of savings. powering possibilities. comcast business. >> look, there are a look there are a lot of great things going on this week. so so many, we didn't really get to talk about them in depth this week. let's talk about another big positive. last week we got a very positive report from tsmc for
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short. the semiconductor reported excellent numbers early last thursdays. strong enough to give a big rally to the entire sector. yes the stock is that important. while tokyo semi itself was up 1.1%. the company's commentary was so positive, that the index finished the week up 5.4%. even lower when intel management. there's a reason these stocks ran. taiwan semi delivered 57% earnings. these are extraordinary number. the company releases results. so we had a good idea how much money they were making. you know what was really a surprise, taiwan semi of 25 to
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$25.8 billion. which represents an increase of 30% a year. they're expecting gross margin profits between 57 and 59%. up from 53% in the first quarter of last year. ai all these numbers they were substantially ahead of expectations that's what you need to know. the company strong results in the fourth quarter were driven not surprisingly by the high performance commuting division which encompasses the ai and smart phone and markets and made up 53% of their sales in the quarter. accelerates like envidia's best chips remains the best analog is indeed envidia. after ai tripled and accounted for the revenue in 2024, they expected to rise again. will continue for a while. over the next five years they expect the revenue to rise at a 20% annual growth rate. ai is the main callus for that growth. as taiwan expects a mid-40% for
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ai accelerates during the same period. as i said earlier the pin action, from this taiwan semiquarter was extensive. companies that well, these are huge, huge, makers of equipment that taiwan semi buys. it is now at more than 8% in the three trading days since the quarter amazing for its suppliers. gained 4%, is now up 7%. is now up 7% since taiwan that is serious pin action. so why did taiwan semiquarter raise so much money. simple. all its bullish revenue for its first quarter and the positive commentary about its long time government growth potential. taiwan also unveiled its equipment budget for the full year of 2025, it was enormous.
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company's best spent 38 to $42 billion. which will be up 10% from last year and up over the number that wall street was expected. management said about 70% of its pwuplgt will be spent on quote advance process technologies end quote. again, the equipment to make gpus and other accelerates. basically chips from envidia and their imitators. i am surprised that envidia did not go up everyone more. the taiwan semimanagement expects this money to be well spent. they said, a higher level is always correlated with better the next year. the expenditure guide is why the group has caught fire other the past few days. capital spending from the world's largest foundry and that's the name for big manufacturing facility means money spent on the massive big ticket pieces of equipment supplied by materials, land research, and dutch asm mills of the world.
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the fact that most of the budget is going toward advance is also a huge positive. those are the latest and gratest and most expansive pieces of equipment hese companies sell. while the semiconductor companies had been terrific long term performers, and started out last year hot, do you know they've basically been losers for the last few months or so. only applied materials actually finish the year in positive territories. and under perform the 2024 maybe i haven't missed anything here. throughout that time the narrative has shifted from a man's representative like ai accelerates to concerns about why the may not be realized. whether that's because of some unsubstantiated rumor because of invidia chips or more recently the export controls that the united states was trying to impose the áf the áf to limit ai development.
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especially china. these companies gave up billions of dollars in business when biden cracked down on chinese ordering. also merged by the hyper scale which is investing tons of money in ai infrastructure now. maybe the investors aren't sustainability and they need to be paired back in the future. perhaps, substantially. and an uneven market in the for the most major chips has not helped aort. either. i think is a reflection of investors starting to think once again about the scale of the opportunity not about what's dismal but the opportunity ahead. spelled out that so eloquently. and investors finally began to realize that some of the restrictions on some of the most advanced semiconductor would soon be coming to an end. i'm not sure about that but that's what people are thinking. by the way, when oracle saw open ai also announced plans to spend $100 billion into ai
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infrastructure just for starters. i'm also not as concerned that they need to bring down their spending. because i've heard over over, -- i don't think the semiconductor companies was ever really that diminished. even when their stocks were getting clobbered last year. with this bullish report, has to remind investors how powerful the steam is resetting the entire. bottom line, i want you to keep in mind as we hear from the rest of the industry that taiwan semihas an incredible understanding about the business. i know the group seems long in the tooth but in truth, they
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were still in the early years of a once in a lifetime new industrial evolution and you need this equipment so stay ahead of the crowd. mad money is back in a moment. coming up could a decline in interest rates get the housing sector back on track. cramer is giving you two names to play the move. next. think tiktok will be allowed to continue in this country, but there will be a shift in ownership. >> the main. >> thing is not just cutting. >> costs, but. >> getting rid of all the regulations. >> i will very simply put america first. >> the trump impact on business >> the trump impact on business and the economy for the first ♪ (action music) ♪ woah! i can't do it! agh! cut! this gap! it's just too big.
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>> last week we finally got some last week we finally got some positive action for the stock market in 2025. turning positive for the year. cooler inflation data then we got flooded with great earnings reports. so what performed best during last week's rally. when you look at the past performance there's really some interesting patterns here. both coleman sacks and. also roughly 12% higher thanks to the amazing quarter i just talked about from taiwan semi. after reporting a terrific quarter on friday that nobody was looking for united rentals was in second. gaining nearly 15% on the news
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that it's trying to acquire. but at the very top of the list was a name that i've talked about a lot that most people don't even put in the conversation which is a company called builders first. that's a nation's largest supplier of building products prefabricated performance and added value services from builders and contractors. i've been recommending builders source for years now. as a play that we have a structure shortage of single family homes. if everybody builds like crazy it'll take years to fill that shortage. builders first source has been a tough stock to earn when administrators go higher. as they've been doing for the bulk of the past four months. when rates go higher, people buy fewer houses so people don't have to build so much from builders first source. you can see that it peaked in mid-september at just over $200. and fell 30% from its highs.
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before bottoming earlier this month. that's because they went from 3.6% to .8%. percentage gain is really used on that. builders first source came back to life. so to make things crystal clear this stock will only keep working if the market plays ball. but last week showed that even a relatively can send the stock soaring. if you're willing to that builders first source is a fantastic stock for this environment. of course last week's 70% rally wasn't entirely about interest rates. on thursday night the stock quarter very enthusiastically. i think they're going to be bright. we learned december stocks came in well above expectations. over all housing stocks were up 15.8%. rising to a seasonably adjusted
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annual rate of 1.5 million units. wall street was only looking for an increase of 3%. highest annualized housing starts in 10 months. last year anything led to the home builders came in below expectations. once it became clear that it was not going to cut, the builders pulled in their warrants but it didn't help. long rates soared. it's the long rates that really matters matter because that's what the is about. let me give you one more reason to like builders source. the rebuilding that is ahead because of hurricanes helen and milton and the wildfires that hit southern california early this month. there are tens of thousands of
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homes across florida, north carolina and california that will need to be repaired or rebuilt. that means more business. and that's the reason why we like home depot. we haven't exactly gotten that environment, home depot stock has held well. it's up modestly since september. i will talk about it at the seam to seam investment club on thursday. if long rates start to firstsource operates. that's the professional space. the deal is already benefiting home depot. when the company last reported earnings in november, its sales were up 6% year over year, despite the fact that still cautious do it yourselfers. well, the cooperate. its sales were up despite the
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questionable do it yourselfers, the shoppers went into home depot less and spent less per transaction. that didn't matter because they did so much professional business. i think it's going to play out over multiple quarters or even multiple years like the fires in the south land. builders and home depot need lower interest rates to thrive. if you think long interests are still to come, these stocks will struggle. but if you think they've run their course then these two stocks will be very interesting. once the macro buy back is right, then builders source and home depot stand to benefit from the consistent housing shortage and the vast rebuilding efforts under way in
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multiple states hit most recently. those are two terrific stocks to buy right now. let's go bryan in pennsylvania. bryan. >> thanks for taking my call. >> a little chill lit out there. how about you. we had negative nine. >> i've been following your advice by buying a little bit at a time which has worked out well. i have a better average cost that way. but i'm still 5 to 10% from my quantity. should i complete my purchase before that or go until after warning. >> we're not going to put it. >> from fashion if from the old caterpillar. this is a multiyear move and i think you're part of it and i would stale there. let's go mike in oregon.
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mike. >> the club member and second time caller. >> yes i'll be sure to be on that call on thursday, please, thank you. >> will do. i would like to thank you for all you do for investors and helping me retire three years earlier than i planned. >> congratulations to you, thank you. >> thank you. jim last month i swapped out of my position in stanley black and decker to start a position in home depot to reduce my tariff exposure. i've always been increasing my position on honey well and i'm now light on industrials. i've been thinking about adding to my position on dover but have been reluctant to my cost bases. is dover still a buy here? >> wow, yeah. i'm preparing my talk on thursday and i'm still including dover as a buy. i understand the trim on honey well, we did the same thing today. i'm not going give away on black and decker because i think the rebuild is going to
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help them. i think dover is ant to break out. it's not expensive when it is finished reshuffling their portfolio. thank you for being such a close follower of the club and what we're up to. i want to go to denise. >> hey there, and happy new year to you, jim. >> same to you, denise. how can i help. >> this particular food company unlike a lot of them doesn't have the unhealthy foods. this is a seasonings company, they went through a couple of bad years, things are looking better but i don't know what the future hopes. what do you think of mccormick. >> i think you raised all the right issues which it is not one of these companies that has rated foods. the pull of a sector is so powerful in this particular market, that no matter what mccormick does it will be kept back by its compadres so i'm not sure if you want to pull the trigger on that stock. >> if anybody is expected lower rates i think builders first source and home depot are well
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suited for that environment. especially given the other housing we're seeing right now. i like that home depot so much. i'm getting my take on the middleman from the new administration. i'll tell you what it means from my own don't trade it thesis. and tonight's edition of the lightning round so stay with cramer. scam to watch cnbc's crypto world, sponsored by crypto.com. >> we need a. small business loan fast. >> i got. >> this loan, kenny. >> oh. >> there's a better way to get a fast small business loan. go to ondeck. com and if approved, get your funds as soon as the same day your loan is on deck. >> fentanyl abuse has reached epidemic levels in the us with tens of thousands of. >> deaths each year.
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middleman. that president trump has already started to target. let me say from the beginning from the outset. it is very hard to balance the budget. the executive agencies are all stamped by people who need to protect their stocks and the stocks are pretty popular. the fdc has done this gigantic amount of work. so far they came out empty- handed. scripts, cvs rx and not only the united health optimum rx there's friction. these middlemen 7.3 million for the six years the fdc measured through 2022. simply by marking up generic drugs. why don't we throw in these are the drug distributors and
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they're part of the problem too. if the government wants savings in medicare and medicaid it's certainly enough to make it very hard to own these stocks. medicare is where the money is. three things to find is the health care and paying your interest on your existing debt. it's called the third real of more than politics for a reason. interest on bonds, which leads health care. if i was looking for a way to shrimp the deficit i would look open up the pricing line on everything. and create a commission to make sthaour there's rationality. will pay. it's crazy. tphaás the only place where i think the government can find real savings that won't make too many people angry. president biden stunned an already farm with the medicare negotiation passage. i remember when i was the
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cramer and we could discuss this situation. they said it would never happen. i heard too many drug companies would leave the country. it would stifle all invasion. i came until a different way. i said the va negotiates prices wouldn't shouldn't medicare. all count trips do it. a dozen years later, the drug companies were still untouchable. they were perceived to be off limits too powerful to take on. i think the drug companies were caught off guard by biden's initiative against them. they were stunned further on the turn of events at the jp morgan health care conference. one thing is for certain. these drug companies aren't moving any where. it was an idle threat. now big pharma is ready to tell the story. the middlemen are the ones who really rip us off. how about the figure, i think
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elon musk and his buddies can find another cost to the system. they will make the 7.3 million small change. maybe they should call for a commission change. like the 6.6 mission when you buy a house. rebates that offers. should get the same commission for helping drug companies. sadly biden's ftc seemed to spend more time topping two handbag companies from merging than looking at the health care. with technologies, with the ability to know where and how everything needs to go and how to charge for it i have no idea
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how this current process survives. i can argue we don't even need these companies. or to put it another way while everybody was concerned about the conference about robert f. kennedy jr. hoping he wouldn't be confirmed as the health and human services secretary, the real is making sure it's not the pharma companies, the problem is the middlemen. the people around are much on the vaccine issue than he is. i'm almost sure of that. was he really? i want you to go to the january 6 edition of the new yorker. once you read the piece it's called quote why is the american diet so deadly, end quote. if you didn't know about rfk jr. you would say, geez, why can't someone in our government do something about this. it's all about the processed foods and what it does to us.
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its disgraceful. i think rfk knows he should not spend a lot of capital on vaccine when he should be looking at changing our food. the issue are rfk is you can't expect the american people to give up on the cause of their bad diets. i think that the government has got to pay for them. i think medicare and the health insurance companies will pay and they'll pay a lot. we can't kick these foods because they're like drugs. we need drugs to combat these drugs. lots of people are fighting about how novis are now going to be regulated by medicare controls. i have to say i was glad to see novo on the list. i wasn't even sure medicare would pay for them all. when it comes to emotions
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they're riding high about middlemen and about rfk jr. the only ones who should be trembling are the pharmacy benefit middlemen and those who our food. i'm no fan of the middleman and i'm all in on rfk when he's talking about food. i hope he sticks to that rather than the vaccine stuff. he can really make a difference and strike a real blow against obesity, diabetes and food makers. it's a long four years, and for them, the pain hasn 't even started. >> coming up, cramer takes your calls and the sky is the limit. it's a fast fire lightning round. next. >> the club is really about empowerment. empowering you to own your money.
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italy. today you're the ceo of vodafone. what is your strategy and vision for the future? >> we are changing our culture to really focus on our customers. we need to acknowledge that change is hard, but if people understand it's for the right reason, then you get the power of the organization with you. >> the thing about work, it's always changing. whether advancements. >> in ai. >> workplace policies. >> and initiatives. >> upskilling talent, whatever it. >> is, we all. >> have a work. >> thing in front of us, but with. >> the right perspective. >> what seems confusing. >> or just out of reach. >> can suddenly. >> fall into place and push you towards achieving your business goals. if it's a work thing, goals. if it's a work thing, it's a (traffic noises)
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brilliantly. >> it is time for rapid it is time. this is the rapid fire. my staff prepares the graphics. we plan this out. and then the lightning round is over. are you ready. let's go with paul in new york, paul. >> hey, jim, long time viewer first time caller. >> thanks. >> i would like to know what you think of rgti. >> okay it's a quantum stock. these are short squeezes if you want to depend on short squeezes this is better than most, how about that. let's go to reese in pennsylvania. reese. >> hey, cramer. i want to know your position
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before i open on sml. >> i also like lamb research. andrew in utah, andrew. >> hey cramer what's going on. >> not much how about you. >> not much, not much. so yeah my question today is, with advance microdevices, i'm just wondering with the stock being down year after year, is the stock on sale or if it's a bust. >> i think it's a great company. i do think there's a lot of people who believe they will not be able to deliver on this quarter. therefor i'm reluctant to get in ahead of the quarter. we did sell the stock a little higher for the travel trust. >> let's go to ken in texas, ken. >> yes, jim, i would like your opinion on my situation. about 10 years ago, i bought dowell and dupont. they merged, they split. i'm playing with the houses
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money, basically. and i'm drawing $900 in dividends per month on dow but the numbers keep slider. >> i don't want to sell it here. we might be at some sort of thereof. i think you should hold on to the stock. let's go to jim in connecticut. jim. >> jim, i own a pit stock since i sold my over 600% profit thanks to you. >> wow. >> what do you feel on ealn. >> not my favorite. i like chewy. that's a pedestrian way to look at things but i think chewy is the better bet to this thing. >> let's go to ryan in arizona. ryan. >> hey, jim. i want to know about health care technology company that focuses on medicare advantage plans and uses an ai based
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platform positions improve product of ease management and patient outcomes. do you think this type of organization has a potential to disrupt agency and compete with larger companies or do you see as a acquisition target. glover health investment ghsc. >> that's a total speck. i think the timeshare are much better than this. this company loses a lot of money. i'm not recommending stock on companies that lose a lot of money. let's go to conner in pennsylvania please. connor. >> hey jim. >> kyle, what's up. >> hey i'm a young investor and i've been watching your show for about a year now and i want to thank you for your 2025 dividend stocks they're off to a great start. >> thank you. >> my question is, that i spent most of my last year buying cleveland patient that it would go up based on the election. it did go up a bit in november but it's been very flat since. do you think i should sell.
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>> a lot of the commodities i think can bottom here. this stock has gone down down down down. i do not at this level. that's the conclusion of the lightning round. >> the lightning round is >> the lightning round is sponsored by charles schwab. client: yes, and let them manage some investments for me too. let's move on, shall we? no can do. client: i'll get out here. where you go? schwab. schwab! schwab. a modern approach to wealth management. ehh... hmm. oh, that's very, uh... - right? - mmm... this store doesn't have agentforce, so an ai agent didn't tip off the stylist as to what i might actually wear. - yes. - oh. that's a commitment. [glass knocked] hey bud! whaddaya think? you know, people can see you out here.
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cnbc davos 2025 andrew ross sorkin and sara eisen sit down with world business leaders on the geopolitical outlook and key global economic issues. the ultimate power summit special reports continues tomorrow cnbc. >> when is a miss, c1 when is a miss not a miss. when it's totally expected that's when. which brings me to apple. today apple is worse than invidia. on the surface i tell you that apple got not one but two downgrades. while one of them was about a hold the other was hold to sell. this kind of downgrade is usually the problems of companies showing dismal failure several quarters in a row. followed by a changing of the guard. apple's superficial problem,
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demand, not enough of it. especially the phone. more importantly china may have used a form of cliff. there's a problem with artificial intelligence in china. china doesn't have a partner that's going to cause them to miss a quarter. worse, they're going to miss the next quarter too. they say it's going to be a shortfall and estimate cut of proportions. some may say what meta said that apple has not invented anything since passed away. there's just one problem. how can something this well known still be a surprise. today is the birthday of our executive, we'll have surprise cup cakes after the show. there, the proverbial cat is
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out of the bag. same thing for apple. analysts want to downgrade it now ahead of its report on thursday of next week. perhaps so they can upgrade it after the bomb shell so it's not too late to sell. right. isn't that the thrust of all my comments, wrong. i've been recommending apple for 20 years now because it makes the best products universally loved. when something goes wrong, apple will pivot, will fix it. will do anything to please the customer. then it has service stream. any time you see an apple charge that you pay and you most likely pay it automatically. that goes into the bucket that keeps growing and growing and growing. we had to sell some late last year to a high quality problem. owner too much apple. we'll talk about that on our noon thursday club meeting. if you were apple you would be
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up 17588%. if you include dividends paid, would now be worth $21,000. so why isn't everyone who owns apple a a millionaire? because of days like today. because of all the and if you believe them you miss the big movements. the only moves you catch when you're investing. unlike a cat jumping multiple times on to a stove. you would have to hold on to dear life. maybe apple finds a partner in china for ai. maybe the next version of the iphone is better. for meta if you're keeping score. maybe the new revenue stream. everybody knew netflix was going to be great tonight and it turned out to be great and the stock market went up 100 points. i don't know what it's going to take to turn apple stock around. i just have fate that apple will pull it off. i that's why i don't mind days like today at all.
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these days are the days you pay for greatness sometimes when you don't know that you can. own apple don't trade it and don't sell it unless the position gets so big that you you have no choice. the real high quality problem that happens to apple shareholders all the time. i promise i'll be right here on mad money. i'm jim cramer, see you tomorrow. y hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." or fight each other for a deal. this is "shark tank." ♪♪ with an easy way to take a comfortable bed with you everywhere you go. hello, sharks. my name is jim pittman. i'm from yorba linda, california, and my product is airbedz, the original truck bed air mattress.
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