was this was terrible. at least wait three days. >> dan, >> listen. i. >> think staff's. >> okay here. >> it's not. >> up or down 20%. and maybe people are focused on the fundamentals. >> all right. thank you for watching fast money. mad money with jim cramer 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 somewhere and i promise to help you find it. >> mad money starts. >> now. hey i'm cramer. welcome to mad money. >> welcome to cramerica. other people make friends. i'm just trying to make you money. my job is not just to entertain, but to educate. to teach you. so call me at one 807 three cnbc tweet me jimcramer. look people on wall street you better start taking the president of the united states more seriously. or else you're going to keep losing money. look you don't have to

like them. but i'm begging you listen to his words. yeah. but on a day where the dow gained 130 points sb climbed 1.72%, nasdaq shut up 1.35%. we need to think about what's happened already in this week. now, on friday, after the close, the president announced substantive tariffs on canada and mexico 25%. but he sentenced china to just 10%. fear struck the hearts of many on this famous boulevard. that's because nothing this man does seems to be idle. he wanted a deal with mexico that helped him make good on a campaign promise to stop illegal immigration. illegal fentanyl imports. he got it. mexico's president, claudia sheinbaum, must now scramble to appease trump. maybe something that allows us to work more closely with mexico, maybe even in mexico, to stop the illegal immigration, or maybe just a flat tariff that's lower than 25%. in the end, sheinbaum is playing ball, so we'll probably get some kind of deal. canada. all right. we still can't figure it out about what that thing is about other than hitting them up

for money. they sell us 4 million barrels of oil per day, and they got no other market for their crude. now, sometimes you just get had the canadians just got had. this is basically a mugging. i hope they can come up with something that amounts to better deal than they're getting on their oil in the next month, but who knows. china. okay. china. when i say that wall street better start taking the president more seriously. i meant that he gave china a terrific deal, a much lower tariff than our friends in canada. i heard all day that the chinese are going tit for tat, but that is complete nonsense and lunacy and idiocy. they put pvh on something called the unreliable entity list, perhaps because pvh made the president's ties when he was selling them to macy's. aluminum made the list, no sweat. the chinese have dropped off the face of the earth when it comes to buying our fancy medical equipment. deere tractors. having tried to buy a deere tractor overseas, i can tell you they're very expensive and a tariff is making it more expensive. coal. plenty of markets for coal, liquefied natural gas. people are begging for that. so minerals that it already has a tight leash on. who cares? now, if wall street took trump seriously, they know

that china played softball with its retaliation, just like trump played softball with that 10% tariff. i point out, i point out all this stuff because we had pure hysteria on sunday night, and today we had glee. as it is dawning on people that the president is negotiating. sure, there are hardliners in the white house who want to hammer the chinese, but they lost. the president wants to make a deal that generated some money for the treasury, and offers our businesses a chance to do well in china. now, that should have been self-evident to anyone who follows the chinese stock market and the ones that trade here. they rallied furiously. baidu, didi, alibaba, so many others. that's a sure sign that at least in china, they recognize that trump wants to do business. that's more than we seem to know here. trump says he's in no hurry to talk to china. now, that means the chinese better be in a hurry to talk to him. chinese take them very seriously. i personally am a hardliner on this china issue. i think that the chinese communist party is either unwilling or unable to stop intellectual property theft, or stop appropriating, or our technology for their military, even if

their leadership wants to play ball, they've made a killing from these unfair trade practices. so why would they stop? i know palantir stock was up huge today. on his conference call, a palantir exec said th we are at war with china and we just don't know it. you're kidding. don't we all have to presume that our phones and computers are hacked? we have to presume that tiktok has brainwashed our kids. this is not a government that can be trusted. but perhaps president trump recognizes that china is going to do all this stuff anyway, so our country might as well cash in on him. maybe he finds a price they must pay for their intransigence. i get the sense that if they don't play ball, that tariffs are going much higher. that's the leverage he got. he can use it. of course, it's not just tariffs. yesterday the president said we're going to have a sovereign wealth fund like the saudis. i heard a lot of snickering about that one. a lot of disparagement, a lot of laughs. say, yeah, come on. to which i say, what is wall street thinking here? i heard universal condemnation of a bunch of the president's candidates for the cabinet. yet the senate republicans all caved. they're scared to death of the guy. there are all of these organizations suing to block things. have they looked at the

makeup of the supreme court, for heaven's sake? look, you don't have to like trump, but you got to recognize that congress won't stop him. and aside from some explicitly unconstitutional executive orders, of course won't stop him either. so i think the sovereign wealth fund passes muster. the president can issue $500 billion in 50 year bonds. i sell them as mac b's, make america great bonds and start to buy things. if he wants to buy tiktok, he'll get control of tiktok. if. hey, today i asked doctor albert bourla, the ceo of pfizer, whether he'd sell the covid vaccine to the sovereign wealth fund. now you're going to see his answer later in the show, but let's just say i fully expect this fund will buy things that we can't even dream could be purchased. maybe trump forces the panama canal to sell back and sell the canal. panama. here, here's your deal. maybe they make him a deal. can't refuse. greenland. greenland. hey, maybe we can buy greenland with this thing. here's one. taiwan semi, you buy a stake in taiwan semi. and then the chinese know that they can't go against taiwan semi. because if they do, they go against us. it'll be a kitty and we should expect it to be a staple of this administration. now, i know that the president said on friday that he doesn't care what the

stock market says about his tariffs, but that's not because he's oblivious to the market like his predecessor was. it's because the sellers don't get the plan. they're the oblivious ones. they don't get that he's trying to do something that will ultimately end up being really good for the stock market, and that's how the stock market could rally today. that's how it could recover yesterday. now there's another wild card out there that can't be discounted. last night, a terrific company reported palantir. i'll talk about that later in the show. elon musk's doge is the catalyst to identify wasteful government spending. palantir, working closely with musk, will attack that waste first in defense. and then i'm betting in medicare. i am also betting that palantir will take it upon itself to make broad changes, and it's not going to have to answer to anyone. save trump, including the legal system. the pentagon will holler and protest, do a lot of crime. be real angry. but who are they going to appeal to? no one. they can't. certainly they can't go to their frightening former allies in congress and medicare. lord knows what palantir is going to find there. now, i want to be clear about this. i actually prefer a system of checks and balances. i like the constitution, the founding fathers, they hit it out of the

ballpark with that one. but the bottom line i saw hamilton on broadway, saw jefferson on the nickel. but right now i see trump everywhere. he's got congress. he's got the supreme court. he doesn't need to worry about checks and balances, at least for another couple of years. i'm going to richard, new york. richard. >> mr. cramer. >> love your show and. all that you do for us. >> thank you partner. what's up? >> i've been a fan. >> of. >> frequent listener for over a decade. so i've done very well. >> thank you kindly. oh you're great man. you're great. >> thank you. thank you very much. >> anyway. >> i'm calling today. >> about a stock that i carried through the last year. i carried. >> it for. >> a couple of years, and. >> i sold it just before earnings. and then i have a balance that's not going. >> nowhere this year. at the end of last year, it's fedex. >> i don't know if i should hold it anymore. well, the problem with fedex is if you're going to be involved in the trade war, fedex is going to be caught up in that trade war. and i like it

a lot more than ups. and i think it's incredibly well run. but i'm just telling you that you don't buy the trans in. you don't buy the transports in a trade war. you got to wait for fedex to come down a little. now it is selling at 13 times earnings. if it gets 1112, you just have to pull the trigger. i want to go to gary in nevada. gary. >> hello jim cramer. >> this is gary crawford from the. >> special effects at lightyear. >> special effects. >> thank you, mr. crawford. >> thank you. >> so my. >> question is. >> in reference to boeing. i've been. following your advice. >> and taking. >> a little bit off the top every time i make a little profit. and it's really helped me go get advantages every day. so in the process, boeing was up yesterday and i was able to sell one share, which doesn't sound like a lot. >> no it doesn't. it is a lot. it is a lot, sir. if i could get everybody to buy one share of a

really good stock, i have one, i have one. but i will tell you this. i would not be a seller of boeing anymore. i think they've really gotten together. and i would if it dipped, i'd buy that one share back and never, ever say that that's not a lot of stock. when in 1984. i was told to buy one share of berkshire hathaway. did i do it? no. it would have made $200,000 from $2,000. so one share is a great deal. i'm going to pete in new york. pete. pete. hey, how about pete in new york? petey. petey. hey, that's that's a reference to a movie. pete. well, i'm kind of out there, man. i'm out there on the pete issue. you know what? we're going to have to wrap it up. and i like pete. i mean, i'll just save that one for the movie. yeah. look, i think it's time everyone starts taking trump a little more seriously. at least when it comes to the stock market, because i think you're starting

to miss out on a lot of money. well, mad money tonight, i've got petey. i've got a triple header of post earnings and exclusives. first, how could the latest tariffs affect the price of your chips and guac? wow. chips and guac. and i'm not talking pepsi. i'm speaking with the ceo of chipotle. then pfizer finished the day lower following its before the bell report. i'm going to. you know what i'm hearing how rfk jr could affect the pharma stock if he joins trump's cabinet later. is mattel positioned for growth in its 80th anniversary? why are they doing with the tariff? hey, maybe they're going to raise the price of barbie. stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question. tweet cramer hashtag mad mentions. send jim an email to madmoney.cnbc.com. or give us a call at one 800 743 cnbc. miss something. head to madmoney.cnbc.com. >> it's the smile.

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physicians mutual, physicians mutual. >> refers to make of these numbers from chipotle, this longtime cramer fave turning okay a set of results after the close. they only beat earnings expectations by a penny, and their same store sales were up 5.4%. some were looking for 5.7%. so we got to ask is this a blip? does it really matter? are they starting to struggle or are things really terrific? it's such a strange moment, but we know this. they have a great track record of generating positive transaction growth without having to cut prices, because it's regarded as being such a good store. so let's take a closer look with scott boatright. he's the new ceo of coppola, although not that new, not new anymore. mr. boatright, welcome back to mad money. >> hi, jim. >> thanks for having. us on this afternoon. >> eager to talk. >> about the quarter and more importantly. >> talk about. >> what an incredible year we had here at chipotle. >> well, i think that we all are expecting greatness. and then we get greatness. and sometimes it's difficult for you and a student who continues to get a's

is not as interesting as a d student who's getting b pluses. why don't you tell me about the a report card? you just you just had? >> yeah. thanks, jim. you know, the year we put. >> together. >> you know, what is 7.4% comp. driven heavily by transaction growth of about 5.3%. what this team accomplished this past year is nothing short of remarkable. a lot of credit goes out to the 130,000 team members out in our restaurants. but really the backbone of this great organization and this leadership team, really diving into the strategies that were critical to the success of the outcome of the year. the quarter shaped up nicely at 5.4%. feeling good about our performance there again, heavily driven by transaction growth and feel really good about the plans we have set for 2025. >> well, why don't we talk about what the pace of opening is? because you've given us a runway of a huge number of stores, and you also give us a plan of average unit volume of 4 million, which would be about the best i've ever seen. so

what's going to be the roadmap? >> yeah, jim. so we opened up 304 restaurants this past year, which is a record number for our brand. this year we'll open up between 315 and 345 new restaurants across north america, which is an aggressive growth number. but this team has demonstrated year after year we're able to support the additional growth year after year, and we do it in a really meaningful way with our restaurants opening up, performing at an extraordinarily high level. and, you know, the returns have just been incredible. new restaurants in the 6,070% range. year two roi is pretty impressive. >> now, do you have enough people to man all these new stores? do you have the great real estate that you need, including chipotle? and do you have the workers to be able to build these stores? >> yeah, it's a great question, jim. i'll start with the construction component. our real estate team continues to find extraordinary sites, whether that's in densely populated urban areas or some of the small town strategies that we employed

a couple of years ago continued to pay huge dividends. as you know, site selection is critical to the growth strategy for the brand. we lean into what we call site development requests, and we leverage those to understand how many restaurants are possible for the upcoming year, and we continue to outpace the goal there every year as well. jim, as it relates to on the people side, we leaned into a i hiring assistant by paradox about six months ago. that has put us on better footing from a staffing perspective than we've been in the eight years i've been in the organization, pushing past numbers we thought were all time highs just last year, and that i assistant. what it does for us, jim, is it allows us to bring in new team members and onboard them. and about 75% less time than the old traditional format, which is leading us to better quality hires and getting high quality, great people in the organization much quicker. >> i was going to ask you about this 0.2% whether it should matter. i am fascinated by what you just said. did you build

this? i mean, who's what's it based on? because this is the kind of thing that i've been waiting for some company to say to me. >> yeah. so we leveraged a partnership through paradox. we brought them in. we talked about creating a bespoke experience for the chipotle system. we worked in partnership, and we launched a product that i'm really proud of. now. we have dubbed our ai assistant, ava cato, and she engages with applicants immediately when they apply through our digital systems, and she walks them through the necessary questions and then schedules the interview for the general manager. the gm shows up at a set time per week, with scheduled interviews ready to go of candidates that are that are, you know, goal oriented, values oriented, and aligned with our purpose of cultivating a better world. and away we go. >> well, there's avocado, then there's actual avocado. and we're watching what's going on in mexico very closely. there's just such a limited number of places to get avocado. how are you feeling about the tariffs,

and is there another source that i'm not thinking of besides mexico? >> yeah, that question is top of mind for a lot of people, as you can imagine. jeff, here's what i'll tell you is our supply chain team has done a remarkable job over the past couple of years with vendor diversification across all ingredients, specifically avocado. we've moved into other countries of origin like peru, dominican republic as well as colombia, and today only about 50% of our avocados are sourced from mexico. >> oh, okay. that's very important. i don't think most people know that. that's a terrific fact. now, let me also understand. you do say something that in your your notes about generous portions and you talk about how primarily that because of a higher usage of ingredients, we focused on ensuring consistent, generous portions that that has maybe kind of hurt your sg&a a little bit. but it does make the point that anyone who thinks that you're not doing big portions

should just go read. i mean, it's obviously, as we all know, because we all eat there, but you've really solved that problem. remember, that was like some sort of weird thing that went on in social media. you put that to rest, correct? >> we did. jim. it was a real challenge for us back at the at the front part of last year. and so we put a core emphasis on it because we really understand fully that's a core equity of our brand. and we think about value at chipotle as benefit over price. and we fully understand that value for the consumer at chipotle is grounded in high quality ingredients in abundance, variety and speed at a price point that's still heavily discounted compared to our peer groups within the segment. and so portioning is a critical moment for us, and we'll continue to lean into it and give the consumer adequate portions, whether in the digital system or in restaurants. >> benefit over price. that's what i've been searching for, the right terms. i've been saying premium at a good price, but it's really benefit. that's

terrific. and that's how you guys decided, right? i mean, it really is just a question of you. you offer a value at a price, but it is been miraculous. and you think it continues with with your limited time offerings and the things that you have planned for this year. >> we do. we have a couple of ltos teed up on the calendar. the marketing calendar this year is just extraordinary. we have some year over year incremental spend, as you can imagine, going into next year's planned. i'm sorry this year's plan feel really good about the marketing strategy, the ltos i know you've heard about chipotle honey chicken, which will be on menus here in the near future. we're super excited about this product, and it's one of the highest performing ltos and test to date that we've seen at chipotle as it relates to consumer incidents and consumer perception. >> when we see that nationwide. >> you know, jim, i can't tell you the specific date. i can just nod and wink and tell you it'll be on menu soon. >> well, i think you're going to nod and wink and give me a much better same store sales when

that comes out, because we're all waiting for it. i want to thank scott boatwright, chipotle ceo, cmg. hey, scott, thank you. and thank you for explaining that avocado issue. i think that really was a very big issue for many people. and now it's not so great that you told us. >> thank you jim. >> excellent to be back after. >> the break. >> coming up rfk jr. is moving closer to becoming the next head of health and human services. kramer sits down with pfizer's ceo to find out what it means for the stock next. >> we teach you the right way to develop your own investment strategy. >> the more. >> disciplined and not making. irrational decisions. >> we. >> stick to the strategy. and continue. >> to invest. >> and stay long term. >> go to cnbc.com/join jim, scan the code. shop the tank tonight 9:00 eastern on cnbc. >> welcome to cnbc's crypto world. >> cnbc's daily digital show has trading updates the latest headlines, a global perspective and high profile interviews.

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vectorvest app for a free trial. can't pfizer get any love? i mean, this morning the big pharma colossus put what i thought was a pretty darn good quarter. pfizer delivered a substantial sales and earnings beat. management also reiterating their full year 2025 forecast, which originally issued in december. but after opening higher this morning, which i thought was right, the stock reversed and finished the day down over 1%, possibly because they've got a big vaccine business and it looked like the famous vaccine skeptic rfk jr. will get approved as health and human services secretary. hey, you know what? look, it didn't help that merck offered terrible guidance this morning, dragging down the entire large cap pharma cohort, even though it shouldn't have hurt pfizer. pfizer reported great numbers. we can't lose sight of that. earlier today, i got a chance to sit down with doctor albert bourla, the chairman and ceo of pfizer. take a look at this. doctor, welcome back to mad money. >> thank you. >> very much. >> very good.

>> to see you again. >> i've got to tell you, you were incredibly forthcoming when i heard you speak at the j.p. morgan healthcare conference. you started out by saying that you were dissatisfied and disappointed in how the company had done. but now you seem like that you're in much more optimistic mood. so why are you more optimistic than what you talked about for 2023? >> because in 2023. >> we made a mistake with the covid forecast. and that we paid dearly. but you know, the difference when you fall is not how. many times you fall. it is if you can. rise again. and i think this is what we try to do. we developed a plan. and to execute this plan meticulously well. and the q1. >> we beat. >> earnings and revenues. q2 we beat revenues and raised they. raised the expectations. q3 we beat and raised. >> q4 we. >> beat and raise. so it's i'm very, very happy with what we were able to achieve. >> i also see that you have seven pivotal study starts and

eight key phase three readouts that all could be significant for shareholders. >> absolutely. >> and they are some of the very, very big products. some are coming from seeds. there are two i will mention. one is for lung cancer that already started in phase in phase three studies in second line. >> now we. >> started yesterday also with breast cancer in the first line the seeds and adc. it is in the in first line cancer as well. and we have many others that we are trying to bring very quickly to pivotal studies. >> and yesterday toby, this is a first line metastatic colorectal cancer. is it obviously a very big breakthrough that pfizer just had. >> that is an. amazing data. set that we have seen. we haven't disclosed the details because we are expecting to disclose them in a scientific conference. but it is stunning the improvement that we. >> have seen. >> in colorectal cancer, which

is very difficult. >> now, i know that you are being very prudent in your delevering. i want that, obviously what you don't want to have a lot of debt, but given where your stock is, isn't it time just to say, you know what, we're going to one time just walk away from paying down debt, which we're in good shape and, and just go in and buy a ton of stock because the stock seems too cheap to me. doctor bourla. >> stock. >> it is very. >> cheap, and it is a bargain with the dividend. and there is a lot of upside for appreciation of. >> the equity. >> we have delivered very well. right now, our cash positions have improved dramatically in 2024, and we were able to have also cash conversion rates way more accelerated. we achieve way higher of our expectations positions. and right now we have paid almost 8 billion of debt while investing $20 billion in 11 billion in r&d, while returning nine and a half to shareholders through dividends. right now, we can do both. we can do bd and we can do share

buyback if we want. right now we are focusing probably on going back to. business development, where we can create, i think, higher shareholder value, but we. >> can do both. >> fair enough. now you know, one that's near to me did not have to take it today. nurtec it looks like it's finally developing into the blockbuster that i always hoped it could be. this is for migraine. >> and it is doing extremely well. and it is what we had said that will do and is exceeding our expectations and the street's expectations, as the acquisition also is exceeding expectations. so we are we are very happy with the performance of these assets. >> okay. well then i come back and say, obviously i am perturbed about where the stock is. there were two questions about the potential of a of robert f kennedy jr. it looks like it's going to happen. becoming hhs. and one of the questions was a very tough one which said that what happens if he removes. liability protection

and you've got some incredible vaccines. if he removes liability protection for these, i don't know how you can afford to keep making them. >> yes. >> look. >> rfk had said several things in the past, and he tempered his positions. i think, during the senate hearing. and it's not a surprise to me that he's elected. i met with him several times, actually. the first time president trump introduced us and we had these discussions. i don't think he intends to do any of these things. and the most important, it is because on liabilities, this is something that the senate is a legislation. you cannot change it with just the decision of the administration. you need the senate to vote a new law. but i don't think that we issues over there. >> okay. well, i mean, doctor, he did say he did at one point have a financial interest in litigation against merck for gardasil. that's a very, let's say, opportunistic position for

something that i think you and i would say is a pretty darn good vaccine. >> it is pretty good vaccine, i agree. >> okay. now, do you see any possibility that i'm going to just throw it out there? you always you made a great covid drug. the president's developing a sovereign wealth fund. there's covid drug was remarkable. everybody benefited from it. would you ever say to the president, you know what? maybe you should buy our our covid vaccine? >> i don't think that i want to sell it. i think it is a great asset. i think it's related with our legacy. and by the way, the president is very proud for the development of this vaccine because it was developed during his term and it was developed during the operation, of course. >> well, i got to tell you, i am mystified. i think it was an excellent quarter. i think

you're doing everything you promised and more, and that's why you buy a stock. so i want to thank doctor albert bourla, who's chairman and ceo of pfizer. sir, i'm glad to have you on post the disappointing period that you yourself admitted. >> thank you. >> very much. >> great to see you. yeah. thank you. >> coming up, it's all fun and games until trump threatens tariffs. cramer tackles the toy chest with mattel's ceo fresh off company earnings next. >> did you know taking. >> xyzal at night. >> relieves allergies. >> while you sleep. >> so you. >> wake refreshed. >> for a more productive day. >> get 24 hour continuous. relief that does not fade

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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. gina costa... looking simply stunning... what's this? she's opening her fidelity app.... to buy that stock... with no fees or commissions... because what does gina got? gina's got the look. that never gets old. talk about easier investing. sideways for a while. can mattel finally get its stock moving again after closing? the big toymaker reported a terrific

quarter. this was a small revenue beat paired with a monumental 15 cent earnings, beat off a 20 cent basis fueled by strength in toy cars, action figures, games. on top of that, management gave an optimistic outlook for 2025. something i find very compelling because they just delivered their best annual earnings per share results since 2013. mattel has slowly been improving itself over the years, paying down debt, buying a big slug of stock this quarter, growing its cash flow. and at last, i think they're going to get some credit for it. i think it's insane that this stock sells for just over ten times the midpoint of its 2025 earnings forecast. that makes no sense to me, but don't take it from me. let's talk to ynon kreiz. he's the chairman and ceo of mattel. get a better view on the quarter. what comes next, mr. cross? dynamite quarter. how'd you do it? >> hi, jim. yeah, great to see you again. >> 2024 was a year of strong. operational excellence with top line growth in the fourth quarter. >> our priorities for the year were to grow profitability, expand. gross margin. >> and. generate strong free cash flow. >> and we did. exactly that.

>> achieving all. >> three objectives. >> well ahead of expectations. >> we also grew our cash. >> balance to $1.4 billion, after repurchasing $400. >> million. >> of shares, and we just announced another $600 million of share repurchases, which. >> we are targeting. >> for this year. >> looking into. >> 2025, we plan to grow both top and. >> bottom line. >> and this includes the tariffs that have just. >> been announced. >> all right. so let's go over the tariffs for a second. i had thought that given where you make things that this could really bang you, but i barely even saw. i mean maybe tell me, but i barely even saw any difference even after the tariffs. how are you able to do that? >> well. >> our guidance includes. >> the anticipated impact of the new us tariffs. >> on china, mexico and canada. based on what. >> we. >> know as of today. >> right. >> as well as the mitigating actions we plan. >> to take. >> including leveraging. >> the strength of. >> our supply chain.

>> and potential pricing. >> and, you know, we've done a really good job strengthening our supply chain over the course of the year since 2018, creating a very well diversified and balanced supply. >> chain. >> generating savings, and diversified across seven different countries where we make. >> our products. >> okay. now i'm curious, you've got yet a couple of good movies in this one. we had we had wicked, we had moana, but you've got masters of the universe coming up, hot wheels, who knows? but it looks like you're going to have what you first told me you would have, which is that there's going to be something after something after something. there's not going to be just one and then nothing for a long time. can you keep this up for a long time? every, every, every other quarter. say, do something big. >> yeah. we have great momentum in our entertainment strategy. we currently have two movies in production, masters of the universe and then matchbox currently in production. and this is not including the 14 other movies we are developing right now with major studios

that were already announced and more to come. >> how about glendale? when are we gonna be able to go to a theme park? >> this is also progressing well. it's launching this year. it's slightly delayed because the project is now larger and more ambitious, but the goal is to continue to expand our entertainment offering in addition to the great progress we're making within the toy aisle. >> well. >> and this is really about leveraging the strength of our brands across different categories, especially mobile games, which is another big, important ambition for us in 2020. >> discouraged about this because you haven't invited us? >> don't worry, jim, you know you will be invited. >> that's what i. >> wanted to hear. >> yeah for sure. now i have in my hand something very exciting. you know, a lot of people love uno. uno is incredible. i have uno elite, and i've got an eagle and i've got. i've got. well, i think i've got hertz and i've got kelsey. how well is this selling. because i see something like this. it is just so cool. i'm holding it up. and i have to

believe that this stuff is hard to keep in stores. >> you know, uno achieved its highest year on record and the best quarter ever. it's the number one in the games super category overall, and it's really driven by so much innovation. i know you love uno, but it really is. so it speaks to culture. it resonates across the world with so many fans, and this is only growing and getting stronger and expect more innovation and cultural relevance from uno. >> now i there is an oddity to it. i mean, there actually are a lot of athletes who play uno. i mean, when you're in a locker room or you're on a on a field and i've been there. uno seems to has captivated a lot of interest of actually professional athletes. is that just me looking at it anecdotally or is it true? >> no, you're absolutely right. there's a whole subculture of fans that love uno and have their own iteration of the game, and this is what is so unique and special about this brand because it speaks to culture.

it's current, it's relevant, and this is what we do so well as a company in terms of infusing brand purpose and cultural relevance and taking brands that are timeless and making them timely and connecting with fans at an emotional level all over the world. >> well, i want people to understand that when you reported that last quarter, you thought it was really good. you told me you're going to start buying back a lot of stock, and you did just that and you got more firepower. you said, listen, we're not going to get any sort of reaction or encouragement from the crowd. we'll just buy it ourselves. you bought a ton of stock, didn't you? >> that's right. $400 million of share repurchase in 2024, another $600 million of share repurchase targeted in 2025. and with that, between these two two years will fully utilize the a total of $1 billion of authorized share repurchases, again just inside two years. so we believe the stock is undervalued, and we're putting our money where our mouth is in terms of buying our own stock at

what we believe is an undervalued price. and of course, we will continue to grow the business, invest where we see organic opportunities. but given the amount of cash that we have, we also using some of it to buy back shares. >> all right. well look i'm going to see you in glendale. and congratulations on just doing everything that you said you would do and more in on kreiz as the chairman ceo of mattel. i'm so happy for you. it's really terrific. thank you. >> absolutely. >> back after the break. >> there's no reason to watch cnbc if you're not ambitious, right. if you don't want better, better insights better returns. and that's not just financial and that's not just financial though. money is a gold bond believes touch says everything. it says... i see you. i feel you. and...i know you. gold bond. get in touch with irresistibly touchable skin.

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>> it is time. >> for the white room. you know, bye bye bye. so i've just been to clear by stamford bridge to play this out. and then the lightning round is over. are you ready? ski daddy? come to the light rail chris roberts, start with. hey, why don't we start with ian in florida? ian. >> hey. >> booyah! jim, how are you doing? >> i am doing well ian how are you doing? i'm doing. great jim. >> thank you. i'm a. >> third time caller. investing club member of course. >> very happy. thank you. >> oh man. that's great. >> thank you. >> all right. you guys do a. >> great job. >> thank you. jeff jeff mark z fema. we got a good piece of google coming up right in a moment. >> what's happening? >> so jim i got a little. >> i got what i'm looking at. i'm a little confused about. it's beaten down from its all time highs of i think 509. so it's trading around 270 right now. good earnings. most analysts have it like around 303 50. but their cfo is leaving now

too which kind of threw a wrench into it as well. >> and what song is this. >> this is mongodb. >> oh yeah i remember when the cfo, i was on that conference call. it was a bummer. but i will say this, okay, we're catching it at the right time. i think the analysts are all starting to upgrade the enterprise software again. i think it's worth a stab, i really do, but it's a trade. it's not an investment. let's go to nick in ohio. >> nick cramer. >> love the show. thank you for taking my call. thank you buddy. thank you. hey hey i'd like to thank my friend hernan for telling me about mad money jim. you're awesome. oh man. >> ken stays in the picture. >> what's up? yeah, i'm a novice investor starting a portfolio. i'm curious, what are your thoughts on gm tempest? >> i really want to start with tempest. i would start with stryker. let's let's go a little higher end. i think stryker is the better one. and if you want i then you can go with medtronic. both are better than the one you picked. and no offense to yours, but i like

mine more. let's go to will in florida. will. >> jim, good to hear your voice again. it's been a minute. how are you, sir? >> i am doing well. thank you for asking. how about you? >> not too bad. >> obviously. >> crypto is the play. digital paper is or paper. digital is obviously a tricky thing. coinbase. right. >> listen sunshine, just go by coin. just go by the bitcoin way. what do we do with the coinbase. we don't want the coinbase. we want the bitcoin because that could be by the way the we met that special petroleum reserve slash bitcoin reserve that will do better than coinbase. i need you to go to jim in florida jim. >> jimmy chill a big sunny naples florida. booyah to you. >> and why not i love naples i mean it's kind of like naples you know i mean naples yeah whatever. >> what's up. first of all i'd like to thank you and your staff for all the years of help you've given me. i can't get can't tell you enough how much. thank you. >> the staff makes me. the staff is, like, unbelievable. i mean, like, really like a great staff

and, like, knowing everyone's been together for, like, 47 years is really incredible. like, we're like a dynasty. we're like a dynasty. what's going on? it's my first pronouncement when i saw it. oh, dynasty. >> good. my question is on a pharmaceutical company that i got as a spin off years ago, it was a spin off of abbott, and they made $20 billion in acquisitions in 2024. you always taught me with bristol-myers, a dividend is important. this company, abbvie, has been in my portfolio. >> is just a gem. and they really started to do well when the botox, when people were taking the ones they bought a company, that was something that failed and no one even cared, or when it had to do with a brain work. abby is a winner. i can't believe the stock dropped so much. i think abbvie is a buy. i'm watching some of my staff walk by right now. they're like catching my eye. i don't know how it's done. it's an amazing thing. okay, let's go to jake in new york. jake. >> happy tuesday jim. >> booyah. >> yeah tuesday's just a really. fabulous day. thank you for reminding me. yeah thank you.

>> for that. >> congrats on the bird too. congrats. >> well we got to go all the way i was telling that to howie roseman today. we got we're not done howie says we're not done. that's what he always tells me. we're not done. so we're not done okay. >> that's right too. and i know you're not a big 50 time sales kind of guy. >> so no it's not my thing. >> it's not my thing. >> so no, no soundhound. but what about crm sirens? >> no. >> sirens actually has some games. they had that good partnership. let's go with sirens, boy. i'll tell you why. because it's down huge from 27 down to 12. i think you got a real interesting level. let's pull the trigger. i'm not done. i'm going to go to irwin in new york. irwin. >> hey. hi, jim. >> how are you? it's been a while. how are you feeling? >> yeah, it's been too long. what's going on? >> my son met you in the barber shop a while back. he said you're a very cool guy. >> was i nice? >> you went. >> over there with daddy. i we love eddie. eddie's terrific. eddie should offer shoeshine

business, too. i would, i he crushed it. i should offer it anyway. >> go ahead. >> i've been watching the stock for a while now, and. >> it's been. >> going up. bucking the trend. >> just continually. >> going up. for the last almost a year, i've been watching it. >> whoa. okay. >> now they're going into that. those diet shots, they already have a strong customer base. and i'm hoping i want your opinion on it. the company is hims and hers. >> and hers. listen to me and listen to me. good. and your son should listen to. and he ought to get one and a half on his cut instead of that. what buzz cut he does. here's what happens. this stock is a short squeeze, and as long as people are shorting, it's going to go higher. and the moment it's not, it's going to go lower. that's too hard for me to call. so i'm going to go to eddie right now and get some a buzz cut. and it's good to talk to you. and that, ladies and gentlemen, is that, ladies and gentlemen, is the carl: believe me, when it comes to investing, you'll love carl's way. take a left here please.

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to buy that stock... with no fees or commissions... because what does gina got? gina's got the look. that never gets old. talk about easier investing. now from your structured settlement call now. >> this show inspired me to pursue entrepreneurship. >> i decided. >> that entrepreneurship. >> should be the route for me. >> the sky is the limit. >> we got a deal. >> shark tank coming up next, cnbc. >> we pull the curtain behind the money. managers to show you how you can be a better. investor yourself. >> it's like he's. drawn open the curtain. on the secrets of wall street. it's just a great guy to have. >> go to cnbc.com slash join

jim. >> all right. this is real important. how much should you be willing to pay for a company with rapidly accelerating revenue growth. that's taking share taking names. the answer looking at the action in the stock of palantir. you can pay any price you want because buyers are willing to take this thing to the stratosphere. that's certainly what the stock is saying. with today's stunning 24% gain. now palantir was worth $37 billion a year ago. now it's worth $236 billion. i've never seen anything like this move. this stock was the best performing sp5 hundred last year by a mile. what's happening here now palantir is using artificial intelligence like everybody else. but this time they're using it to change how companies do business. as soon as work begins, the savings start and they're unbelievably bountiful. that's how their us commercial revenue grew. an astounding 64% year over year, 20% linked quarter. palantir's revenue growth accelerated for the sixth quarter in a row. i know no other company in the world is

capable of doing that. as true believer, wedbush analyst dan ives said, palantir, quote, is playing chess in an ai arms race while others are playing checkers, end quote. they're doing it in different ways, singling out ontology not in the philosophical sense, but in how companies derive meaning from their data. in short, palantir is ethereal in nature. we can't sometimes we can't really figure out what it does. we just know it does it better than anyone else. now, palantir is the brainchild of ceo alex karp. outspoken genius doesn't suffer fools gladly. read the biography. kind of interesting. in fact, he trashes them whenever they block this company from what he sees as its messianic task. karp got a gift for showmanship. he starts his comments by saying, welcome to our palantir revolution, otherwise known as our earnings call. then karp backs it up with blocks up that kind of bluster with real stuff. real stuff. but how could explain why this stock trades at an incredible price? price to earnings multiples nearly 200 times this year's earnings estimates. he says the best way to value the company is to judge it the same way we judge normal enterprise software companies. and that's by this thing called the rule of 40.

that's where you add the revenue growth rate to the profit margin. you get a number north of 40. you're dealing with a good business. palantir gets you to 81. that's astonishing. as karp says, quote, they may have to redo the rule because when you do twice the rule, maybe the rule isn't fair to other companies. end quote. yes, palantir does a ton of commercial business, but its most poignant work is with the pentagon. they're trying to reinvent the entire procurement process. listen to this quote. we believe we are making america more lethal, making our adversaries increasingly afraid of acting against the interests of america, especially americans. end quote. he goes on to say, quote, and we are proud of our moral stance, and we are very long on the us and what's happening and what will happen in the future. end quote. boy, that was fantastic. everything about this call is meaningful. shyam shankar, another palantir exec, one whom i really like and i think actually get along with attacks china as a supplier of fentanyl. he calls their belt and road initiative china's chief foreign policy. not nothing more than indentured servitude for other countries that agree to sign up for it, i

say bravo. palantir's working closely with doge. yes, elon musk to find ways for the government to become more efficient. shankar has railed against the concentration of arms merchants, saying it's got to change. i think palantir, working closely with the pentagon, will change it, and i'd be very concerned if i worked at general dynamics, lockheed martin, northrop grumman, yes, musk and palantir can be that powerful. how did the stock break out from the universe of equities? a couple of reasons. first, karp plays the retail crowd. second, wall street can't figure out how to value it other than to say it's overvalued. there are numerous sells from research houses on the stock. i think that today had a lot to do with morgan stanley capitulating. they upgraded from a sell to a hold new price target of 95 have been 60. of course the stock's at 103 and change. finally it's heavily shorted and the shorts are now frantically buying back the stock to close out their position and stop the bleeding. i call this one gamestop with a brain. i believe in this company. i think palantir is the first company to truly figure out artificial intelligence and how it can make our nation and its companies stronger, our warfighters stronger. my highest

compliment even after i predicted a double when the stock was 50, i think you can go higher, maybe even much higher. yes, palantir is that special. it is that outstanding. and as long as wall street's trying to fight it, i think the stock's likely got a lot more upside. like i said, there's always a bull market somewhere just for bull market somewhere just for you right here on narrator: tonight on "shark tank"... sharks, let's get down to business. we're on a mission to heal, uplift, and inspire the community around us. i'd really love to have you on board. that is a devil child! [ laughter ] what made you decide to start this? i am an awkward engineer. what?! my parents didn't bring me here to not seize opportunities. i don't know where you go from here. your children will thank you for it forever. ♪♪ narrator: first in the tank is a business to entertain bored felines. ♪♪