alcoa for me >> karen >> pfizer. definitely i think for a lot of reasons when i think about the rotation to things that are relatively inexpensive, big pharma is certainly in that group. so i like pfizer for that reason i also like it for the potential booster reason i know that it doesn't move pfizer as much as the vaccine moves moderna, for example, but i still think it's a positive so i know it's pulled back a little bit from the peak run to 51, but i like it here i think it's a good value. >> all right want to call your attention to three big afterhours movers. chewy for one. plunging on earnings company missing estimates. shares are down by just about 10%. chargepoint rallying after posting a big beat okta steve, which of these do you want to talk about >> chewy i'm long chewy if you look at how many pets were bought on covid, it's not as if you're going to stop feeding your pet i understand there's more challenges ahead for them and maybe they've missed a number that analysts were focused on, but this is one th

alcoa's a name we mentioned quite a bit. they got an upgrade. off to the races challenging the levels we saw early spring 2018. >> higher prices because of those trump era tariffs or just demand for manufactured goods, one stat stood out to me in the journal that i read, this midwest steel index. $1940 a ton at the beginning of september compared to 560 last september? and the september before, grasso i mean, the increase is astronomical >> the increase is astronomical. this fits into where you're looking for inflation. and a big part of this -- a couple of things going on. deutsche bank raised their price target to 50 and they raised that to 38 so you can see what they're looking for. infrastructure is still coming down the pike. that's the carrot on the string. i don't know if we get there on infrastructure just yet. the progressives need reconciliation to be passed first before they get on board we're nowhere near reconciliation i think it was a lot of things that are sort of biding some time for the bulls in the steel market but this is some

deals had a big move but look at what alcoa did today. and does that fall under the infrastructure umbrella. it absolutely does you're talking about a stock that back in the spring of 2018 was seemingly making a new high every single day only to be thwarted by the tariffs that the trump administration put in place. whether for good or bad reason, i don't want to play politics, but then you saw the subsequent move lower over the last couple of months, this stock to me is going to continue to go higher. i think you'll see analysts start to upgrade this name into their earnings release in the fall so how do the stocks play out? i think right under the infrastructure headline is names like alcoa and freeport macmoran and u.s. steel >> mike, what is your take. >> in addition to materials, names like that, i think some industrial names might be poised to benefit as well i mean first of all, when we think about infrastructure, we should probably be thinking beyond just these one-off incidents and also be thinking a little bit about whether we do

steel, natural resources, alcoa, aluminum prices have been up.port is going through is what a lot of other companies as god through this year -- have gone through this year. amanda: dave wilson, great to have you. we are waiting for president joe biden. for kailey leinz, i'm amanda lang. stay with us. it's moving day. and while her friends are doing the heavy lifting, jess is busy moving her xfinity internet and tv services. it only takes about a minute. wait, a minute? but what have you been doing for the last two hours? ...delegating? oh, good one. move your xfinity services without breaking a sweat. xfinity makes moving easy. go online to transfer your services in about a minute. get started today. so many people are overweight now, and asking themselves, "why can't i lose weight?" for most, the reason is insulin resistance, and they don't even know they have it. conventional starvation diets don't address insulin resistance. that's why they don't work. now there's release from golo. it naturally helps reverse insulin resistance, stops sugar c

. >> guy >> alcoa, sister. >> "mad money" is up next. see you then >>> 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 want to make friends, i'm just trying to make you money. my job is not just to entertain you but to educate you and teach you. call me or tweet me @jimcramer finally. finally. finally we busted the darn pat pattern. >> that was easy >> fondly the joy of the opening didn't turn into sadness and remorse. just a few hours later the dow gaining 237 points s&p jumping 28.5%. nasdaq doing something good. >> house of pleasure. >> sure it might be a relief in fact, it might be a relief rally. but it got me thinking if over the next few weeks we can somehow wrench all of the optimism i've seen for the last two weeks out of this market, you noknow what we can do? we can go back into bull mode. i have a theory it can

if you look at alcoa, u.s. steel, some of its peers, those stocks are breaking out.l downgraded recently. well job, good job by tim. hair not with standing >> i don't know if it was a pitch or the hair, but you got three votes. it is now your turn out there. are you buying tim's fast pitch? you just like his hair tonight we'll reveal the results later in the show. >>> coming up, shares of chip o and beyond meat. and next, the man behind the report why he's calling the stock a publicly traded scam and how they're firing back. the details when "fast money" the details when "fast money" returns. while he's tapping into his passion, the u.s. bank mobile app can help you tap your way to your savings goals. without missing a beat. so, you can feed his passion. ear plugs not included. ♪♪ u.s. bank. we'll get there together. (vo) this is more than just a building. it's an ai-powered investment firm with billion-dollar views. a cutting-edge data-security enterprise. yes, with a slide. a perfect location for the world's first one-hour delivery. an inspiration for the next work

fdx is raising rates we mentioned alcoa. >> i'm going to take the other side of that it was an amazing very much to be able to get approval for land and they need to get supply chain better, but the demand is great. i'm not saying you have to pick up lenner. it's when demand is bad that i worry. i don't worry so much about supply there is a demand for lennar homes that is extraordinary. and the executive chairman, stuart miller, he says they don't have enough homes to meet demand, don't say they have too many homes and they can't -- and there is no demand there's a level that i want to own lennar this is a day where people want to own -- they want to go back to tech because they think tech doesn't have sensitivity and starting to feel much better about putting evergrande in a box. evergrande is in a box and they -- and that's because xi is in control xi is -- david, xi is a dictator, but not for life yet. >> not for life yet. if airbnb started in that country, it would have been not for profit >> it was started in san francisco. >> i was just saying -- what are you looking at >> lucid