todd, john deere continues to outspend on big tech, autonomous, artificial intelligence is that alone reason to own deere versus the other industrials? >> i think as you said the investment in technology will impact free cash flows from a valuation point of view maybe not right now but also a macro sensitive name and showing an interesting correlation so as commodities have come off here and seeing the move from inflation, disinflation, possibly deflation you see john deere move lower i think we are topping we have a sharp decline heading in the threat of this temper -- this -- i can't say it taper tantrum and dollar is breaking higher from a big range and as cathie wood said probably a result of china and jay powell will have to relent on the threat to taper. but can't do so immediately because he can't walk that back right away so moving lower for macroreasons fundamental and not 5% before you add it to the portfolio. maybe above $315 18 times next year earnings. right now fair valuation. >> there's a lot to understand as an investor danielle, over to you. deere is an outperformer b

i'm throwing in john deere eric in delaware >> caller: boo-yah mr. cramer. farmer eric in delaware.t materials why they have to continue to ship the raw materials to china and then back to the united states >> they're going to change that, committed to doing that. i had been critical at one point because so much stock for sale, then demonstrated a good quarter. if they can bring it back to here, you have to own the stock. still best way to play the market for the kind of materials we don't have enough of, how about that don't want to call them magic materials but put it this way, the rare earth play of our rare earth play many stocks stand to benefit from the infrastructure bill in washington but martin, union pacific, american tower and nucor and john deere the best. from jim beem, what does the spirits business look like as delta variant affects the great reopening. ceo's son talks to me. and how do you know if stock price is too low, too high, just right like goldy locks and tonight's edition of the lightning round. stay with cramer that building you're trying to sell, - you shou

john deere earnings. in the old agent days, it was part of the cfa curricula. the sentiment here is optimistic. they have robust conditions out there. lisa: right now what you are seeing, and this goes into the food inflation story, demand increase or prices increased, people need to plant more, and you get equipment, especially for farming -- it highlights how markets respond to upward revisions, upward forecasts. if you could see the shares are lower in premarket trading. tom: kailey, you will not understand this, being an urban girl, but a girl out in fargo, north dakota, the idea is you have to upgrade to the next john deere tractor, right? kailey: for the record, i may be a new york city girl now, but i am averaging a girl at heart. tom: but there are precious to get the marginal tractors there. lisa: go ahead, reprise your power, kailey. kailey: i am looking and they said they had strong results, so they are able to withstand pressure for now. tom: how in gods name did she get on this show? she actually read their press release? lisa: she put blue on and

. >> it was interesting to hear from john deere last week.ower farmers with drones and other technology fa farmers don't have enough people to pick fruit and spray fertilizer mark, jay powell was happy with the labor market and the progress on the jobs front he is still waiting for movement on inflation does this august jobs report this friday really matter? >> he was saying that in the speech at the jackson hole meeting last week. he focused on inflation and a lot of concern about that as there should be. he made a strong case, i thought, the spike in inflation is temporary or transitory this time next year, inflation should be back to the fed target one thing he did focus on was wage growth. going back to the tight labor market wage growth has held up well it is not growing more quickly than under lying properductivit growth next friday's -- this friday's jobs numbers coming up is very important. we will see what impact delta has had on the labor market as it slowed things down and what it means for getting back to full employment. that is,

. >> supply chain constraints are real companies from john deere, ulta, the makeup retailer and williams-sonoma all mentioning the supply chain constraints that's a risk especially given they manufacturer a lot of their products in china. >> yeah, absolutely. and it's just for air cargo just imagine a lot of these manufacturers here in china already were dealing with some of the poor issues trying to get vessels, which are in short supply their goods all stacking up, especially with the back to school, as well as the christmas season coming. so, a lot of these companies were already concerned and now they have to worry about being able to get their goods on to air fraights, as well >> eunice, thank you for bringing us that story. >>> let's now get a check on this morning's other top headlines. france surea frances rivera with the latest >> the covid surge that is not letting up 38 million covid infections. currently more than 100,000 people are in the hospital being treated for covid. 172 million americans are fully vaccinated that's just about 52% of the population >>> a late-night supreme cou

tell me about john deere, the tractor people, they make other stuff. from what i've seen around rural america, john deere must be doing very well. >> very well. 29% to meet demand for food which costs more money, increasing outlook for the year, stocks up 2%. stuart: footlocker. >> i know you don't like estimates but i have to give you the estimate because it explains the 10% pop we are seeing, they said same-store sales would rise 0.one% but they came in at 6.9% growth. fewer discounts big demand for kids shoes and women's shoes. stuart: let's look at futures friday morning, 19 minutes to go before we open the market and we've got plenty of green but look at the nasdaq up 44 points. big show still ahead. elon musk reveals, that is it, we've got it, that is a humanoid robot prototype. actually a person dripped as a robot. it's not me. diane: want to see you jump rope. stuart: shortly we will tell you what musk plans to do with these characters. in corporate america, bank of america is one of 3 companies telling white employees to, quote, seed power to

caterpillar, john deere, these companies pulled back from the highs that are now giving me an opportunitysh on the overall market? >> yes, neil, i'm bullish on the overall market. i think the macro situation is really strong right now. we have sort of a reopening situation going on but more importantly, we have the fed that is continuing to back the market. and, we have investors that are buying every single dip. there is really not a lot of fear out there. and the stock market has really trained investors to use these short news opportunities to come in to buy the dips which kept the stock market really strong. so i'm definitely bullish. i do remain long this market but absolutely, i'm looking for, you know, sectors, pullbacks like industrials and housing. neil: got it. danielle, great catching up with you. by the way kudos to you, we were this way going through a pretty seriousdown draft there. obviously you stuck to your mettle. danielle shea. director of options. we have a lot more coming up, including the movement to get folks out afghanistan as quickly as possible. the administratio

john voinovich close to a decade ago, gym jim inhofe has taken up the torch to champion through diesel emission reduction act the problems of replacing dirty diesel engines, including for school buses. however, the deer ra program is woefully underfunded and is not structured to meet school needs. deer ra also does not -- dera also does not prioritize low-income schools. with a new e.p.a. clean school bus program, we can learn from the lessons and make it easier for schools to buy zero-emitting school buses and other school buses certified to meet emission standards. through this new school -- clean school bus program, we also will use the federal purchasing power to increase the demand for electric school buses, buses that are manufactured here in america in places like, among others, georgia which in turn will help bring down the overall cost of electric school buses for everybody. here's what the clean school bus language in this legislation does. clean school bus program amends the e.p.a. clean school bus program that was originally authorized in the energy policy act of 2005 but never funded by congress or implemented by e.p.a. 16 years ago. e.p.a. has authorized to create a national program to