and medtronics, geoff martha. coming up, we have a deal to avoid a shutdown next friday assuming it can get passed and signed into law. whether we can expect significant rate cuts from washington and rate cuts, have you ever thought how they could impact retailers and two names that you might want to avoid as we head to break, here's a glance at the markets. the dow ever so slightly and briefly turned positive while the s&p and the nasdaq are in much firmer ground. "the exchange" is back after this. ♪ ♪ >>> this is "the ehae"n xcng o cnbc. ! this listing sounds incredible. let's check it out. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives businesses our best deals on any iphone. get iphone 15 pro on us. (♪♪) ♪ opportunity is using data to

medtronic, they were getting lambasted on the back of all this.nally got off the malt, but in a pretty significant way. people finally realized, wait a second, there's value here. and despite the move, you can still own medtronic into earnings. >>> coming up, a retail roundup. walmart planning a major expansion, setting the stage for its first super center in two years. karen is ringing the register on another name she fears could miss the market. >>> plus, regionals in the red, as one bank gets crushed after earnings. the impact it's having on the broader space straight ahead. you're watching "fast money" live from the nasdaq market site in times square. back right after this. in real time. (jen) so we partner with verizon. their solution for us? a private 5g network. (ella) we now get more control of production, efficiencies, and greater agility. (marquis) with a custom private 5g network. our customers get what they want, when they want it. (jen) now we're even smarter and ready for what's next. (vo) achieve enterprise intelligence. it's your v

medtronic. >> thank you for watching "fast money." >>> welcome to make money. by trying to save you a little money. my job is not just entertain fix lane had days like today can come across a portfolio. so call me. company after company was going bankrupt last layouts, things were failing all over the plac , i could not get a job, and feds should be cutting rates. you will business formation and unemployment rates that's what that decision stand today. price is down lost 17 points, and it has to plummet to what you. including the that. time to read and accept that in your 2024 stocks deeper down. i like around the cycle. you can do so in two ways. you can get in on the games for 2 daily fantasy read but it will $50,000. for players and you cannot win and stuff. which is the best and what links pay for or overpay for. mike white take a flyer, the point is that you make any money unless you have a portfolio. i de-slick today you have 11th street out worst that only x. they don't interest me you don't invest in companies. as a matter of fact@they are thinking just

medtronic uses it to watch colonoscopies in real-time to ensure nothing dangerous gets messed. with think about those devices and electronics that are involved in noninvasive surgery. it is terrific to see how much healthcare has been revolutionized. the fact is electronics is no match for computer science. if you are trying to reach the right customers, a i can figure out how to get to that person what that person might want and how to please that person with the right ad that makes him want to take action. in some ways it is incredibly pedestrian but some companies waste millions upon millions of dollars showing ads to people that are not interested in the product. why not just spend a few extra bucks and reach people that might pull the trigger. and abbott labs pacemaker is an incredible lifesaving device, but the computer science is worth a heck of a lot more when it comes to the stock market. here at mad money we want both healthy hearts and fat wallets. let's go to brian in oregon. >> mr. cramer, thank you for taking my call. >> what's happening? >> everybody is losing th

you look at edwards life sciences, you look at medtronic and stryker.ll of those stocks acted last year as if nobody was going to need heart valves anymore, nobody was going to need a hip or knee replacement anymore because ozempic was a cure-all. while ozempic is a game changer, powerful and going to change our health for the foreseeable future, if you've been 100 pounds overweight for 30, 40, 50, 60 years, chances are you put a lot of stress on your heart, you may need cardiac care there, you damaged your hips your knees. that's wear and tear over the course of 30, 40, 50, 60 years, i think the best part of healthcare is in the medical devices and equipment sector. maria: what about that, kevin? are you identifying subsectors of healthcare as well? >> absolutely. in fact, we're going a little deeper into biotech. 2023 marked the highest number of m&a deals since 2019 which was a record year. pwc is forecasting between 225 to $270 billion of m&a deals in 2024. look, maria, large cap pharmaceuticals continue to have their profit margins squeezed by pric

lilly, which has sucked all the oxygen out, but the rest is much more diversified, united health, medtronic, so, that's the h. the e is also cheating a little bit, it's the xle. the energy etf. so, you all know the energy story, right? i mean, i can't believe where this is trading on a p ebpe bas. you have exxonmobil, ridiculously cheap. very out of favor this year. staying with that. the other two, l -- >> now we're going to real letters? >> real letters. right. louis vuitton. this is, obviously, the premier luxury goods name and it's had a very difficult year. it is really an imbedded china rebound story. so much of the revenue, that is the biggest geography and so i think we will start to see that work and then, the last one, meta, i hate picking something up this big, but it's still incredibly cheap. it's got a lot of momentum. i think we're going to see -- at 24 times earnings, it is not expensive for an extraordinary company. and so, that's my acronym. >> she going to go on xxlm, be a roman numeral. >> i tried that. >> would be 1070. >> which doesn't really -- >> or meta could have be

[inaudible] the ceo of medtronic's both his companies alliance with -- can catch everything. right, now a typical colonoscopy can miss out more than 15% of can stroll possibilities. and -- new drug discovery. in the, and stuff like microsoft and video, which are bringing a.i. to the pc, and stocks like apple which is in graining artificial intelligence but the cell phone, are going to offer amazing investment opportunities. but the bottom line, i, here i think a well-rounded person's portfolio has health care to. and that's the best reason to buy shares in the companies that you will hear about today and tomorrow. coming to you from beautiful san francisco, at the annual jpmorgan health care conference extravaganza, let's take calls. let me start with george in michigan. george -- >>> hague, jim, how you doing, guy? >> reporter: i'm doing well, how about you, george? >>> i'm fine. i have a position on l3harris that i put a long time ago when you recommended it, and i've been working on it for sometime. what's your opinion it on it? now >> reporter: i still think it's one of t

. >> we mentioned medtronic is too cheap, it still is, mel. >> thank you for watching "fast." see you back here tomorrow for more "fast." "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 want to make friends i'm just trying to make you a little money. my job is not just to entertain but to educate and teach you. call me 1-800-743-cnbc. tweet me @jimcramer. every morning i write up a list of the stories i'm working on for "squawk on the street," the show i did at 9:00 a.m. you may get a truncated one in your e-mail box every day. it's 15 items. and the creme de la cramers, the magnificent seven, whatever you want to call them. upgrades or price target increases for tesla or meta or apple and amazon and definitely microsoft. i bridge this up after a not so hot day where the dow inched up ten points, s&p decl

and you can see it here, medtronic. something that really took a hit.ase or a bottom, and what i would characterize is a bearish to bullish guy. >> vertex is developing a nonopioid painkiller, which could be the holy grail in the opioid markets. i think everybody here likes health care to some extent? >> yes. well, some of the stocks that i've owned just had a terrible '23, after a great '22. names like america didn't do well. pfizer, of course, my pfizer -- >> yeah. >> really did terribly. i don't know if that's bottomed. bristol myers, one of them. there's a lot of value in the space. >> xlb, interesting way to play it. you look at the top three holdings. eli lilly, your unh, carter, is 10%. and johnson & johnson, america, the rest of them. and that's rallied 15% to 52-week lows to 52-week highs. that looks interesting to me, if it goes back to the breakout level. >> yeah, just really think that 2023 has changed the dynamic in terms of how we think about health care. it's viewed as a defensive, but if we didn't see growth in 2023 from these names, i t

. >> we mentioned medtronic is too cheap, it still is, mel. >> thank you for watching "fast." "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 want to make friends i'm just trying to make you a little money. my job is not just to entertain but to educate and teach you. call me 1-800-743-cnbc. tweet me @jimcramer. every morning i write up a list of the stories i'm working on for "squawk on the street," the

i was there when medtronic announced a shortfall, and it was one of those things where it was like, huhno. and it was very tough. >> was that coming out of covid? >> no. it was just several years ago. but it was like -- i'm saying this is up to the minute news stuff, and david ricks, who is so great and so clear, if you read the statement today about their weight loss drug, it does sound like he's trying to streamline the process, but carl, an end-to-end direct health care experience, lilly direct, is something that's new, but i don't want to say it's necessarily an enemy of the chain. i want to say that lilly has made it so that you've always been able to get it at all different places but most important is it's $25. >> so, for viewers wondering if there's liability for pbms, your answer is no? >> i just know that when lilly did its -- when lilly did its migraine drug, they chose to be -- they cut out the middle guy and gave it to cvs. i know because i'm on the drug, and i get it from mckesson, and i remember fighting amgen and saying, can i please get it from cvs? lilly is saying, we'

medtronics, a lot of things. amgen. powerhouse. lot of these stocks are at their high, just had a run. i think, carl, people recognize maybe these companies got too under valued including walgreens where we have a new ceo after they cut the dividend last week. >> we look forward to that. and, david, it's good to have you back and eventually we'll all be back at the same desk. >> we can always hope. always hope. yeah. >> jim, we'll see you tonight, of course. >> thank you. >> "mad money" at 6:00 p.m. eastern time. when we come back more on the grounding of boeing 737 max 9 jets including a perspective from one of the whistleblowers when we come back. how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. with your hearing, if you start having a little trouble, you're concerned that it's going to cost you money. to this day i only paid... ...what i had to pay for the