tim. and a me in seymour. >> often. often. >> you go back toll the spring, early spring, and nvidia had that huge move down, we had a 30% downdraft and the market took it like a champ. the market's taking it like a champ, almost 38% move from the june 20th day that you just talked about, to that august 5th low, from 140 to 90 almost in a straight line. it speaks to the resilience of the broader market. now, again, for nvidia, which has at least, you know, three, four weeks prior to earnings, you get through that 140.50 level and it's in a new trading range. >> i feel like nvidia's gone up a few times on the same news about blackwell, remember, it was -- i don't know if it was last week, the prior week. >> demand is insane. >> insane. so, that sort of put some fire under it, and i feel like it keeps going on on the blackwell news, and, i mean, the bar is getting higher and higher going into earnings. at some point,ly probably look to sell some out of the money calls, but not quite yet, i do feel like there's a little bit

tim seymour? >> diagoe.diageo. >> karen >> yes, if there is a cre commercial real estate rebound, good for nyce. happy birthday to my husband, but i'm not changing my last name sorry. >> happy birthday. dan? >> cme group, breaking out of a one-year range above 220 >> guy >> happy birthday, lawrence. we have been fortunate here at "fast money" to have a string of unbelievable pages >> absolutely. >> elizabeth johnson, from san diego, california, is leaving us >> very nice work. >> so, she's been exceptional in every facet. >> yes outstanding. >> nothing but the best. >> yes >> talented. >> big shoes to fill and she did a great job. >> bristol myers, mel. i would look at this stock, see what it's done over the last few weeks. very impressive. >> and our thanks to elizabeth, best of luck in your next rotation 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 playin field for all investors. there's always a bull mark

tim seymour? >> toyota motor.ybrid love, as well also the yen weakening is very good for exporters again expect it to outperform. >> katie stockton, great to have you on the desk tonight. >> good to be here i would say boeing, bravely. it's right down on very long-term trend line support, so, if it can hold in this sort of 150 or above area, i do think it's a compelling contrarian play >> dan >> yeah, kweb has retraced 50% of the move. a little lower, get in there >> guy >> gilead, sister. >> thank you >>> 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.". i'm just trying to make you a little money. my job is not just to entertain but to explain what's going on so call me 1-800-743-cnbc or tweet me @jimcramer. >>> how do you wind up with the

tim seymour? >> paypal, a 20-month high, and upgrade today.gher. >> karen? >> yes, so, i have two toes in, in the china trade, i want to add another, so, hopefully tomorrow, baba will trade down and i'll be buying it. >> bonawyn? >> salesforce has had a strong run. sale i expect it to take a breather. profits here. >> guy? >> shoutout to a "fast money" original, who is no longer here with us at the nasdaq, but always with us in spirit, brad ruben, whose birthday is today. good-looking man. >> stunning. >> stunning. >> where is big brad? where did he go? >> he's blushing out there somebody. >> he works at nbc. international business machines, melissa. >> very good. thank you for watching >>> 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." i'm just trying to make you a little money. my job is not just to entertain but to teach you. call m

tim seymour? >> yeah, at&t.ls over, but steady improvement may be enough to move the stock higher. >> karen >> yes, i'm going to cover some meta calls that i had sold a couple of weeks ago before they earn next week >> dan >> yeah, the kweb, it's got a gap to fill, but i think that's a great entry point. >> guy >> according to people on twitter, i'm big enough to say, people said that i said redhead, gentlemen that says they tape the show every day -- >> you've said worse things than redhead. >> you meant hat >> where your head a'st. >> walmart, >>> 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." my friends, i'm just trying to make you some money. my job is not just to entertain but to explain. so call me 1-800-743-cnbc or tweet me @jimcramer. >>> when the s&p goes u

on the desk tonight -- tim seymour, karen finerman, dan nathan, and guy adami. all right. we do not have to look hard for a lead to tonight's show. it is the -- if we couldn't figure this one out, folks, we should quit. it is the massive amount of earnings rolling out right now. apple, amazon, intel, and more, all in focus and, as always, we've got full team coverage lined up for you, i ceci ma moddy looking very nervous in the lower left-hand corner. you can smile, seema. steve kovach dialed into apple's kael, seema mody has the details on intel, but we'll begin with kate rooney, who has all the headlines from amazon. hi, kate. what were the big takeaways on a stock that is moving up 8% right now? >> yeah, sully, so, the beat in the quarter for amazon really proved that andy jassy is able to turn a strong profit while still investing in growth. that is the big takeaway. margin expansion really the story here and cloud growth, helping the stock afterhours. you can see up more than 3% afterhours, shares were up more than 5%. aws growth and that growth rate was the number to

i'm melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- tim seymour, carter worth, steve grasso and guy adami. >>> closing back on 4.2% they are up more than 50 basis points since the fed cut last month. the average 30-year fixed hitting its highest level since late july. this as markets think there's chances of no change from the fed in november. so, what does this sharp spike in yields mean for the broader market, what is this telling us, guy? >> hmm, well, i mean, if you watched this show over the years you know i'm sort of the half empty person on the desk, so -- label me a pessimist and typically it's one of two things it can be the economy is on strong footing, things are going well, lrating are going higher. that should be extraordinarily bullish for the market the flip side is, there's an election coming up, either candidate is going to be inflationary, and by the way, $15.5 trillion worth of treasuries we have to sort of fund over the next 3 1/2 years, and there's a debt problem, as well and it's not just u.s. rates, by the way. you're seeing the sam

i'm melissa lee here in studio at cnbc, on the desk tonight, tim seymour, guy adami, dan nathan, and carter worth. we start off with two big factors waking on the markets. first, the rapid rise in rates that brought the ten-year treasury yield back above 5% for the first time since early august. the benchmark bond has rizsen 3 basis points in two sessions. the spread between the ten and the two hit its lowest level in a month. meantime, stocks tumbling late in the day, as tensions escalate in the middle east. the israeli military saying it will soon launch operations on lebanon's southern coast. so, does today's action mark an end to the record rally that we have seen in equities? are we going to stay above 4%. guy? >> well, first of all, we're here in ec -- >> historic. >> unusual. >> it's historic, yet, this is where we started. so, it's sort of a round trip. >> it feels natural. >> feels natural. >> we're closer than ever right now, i'm not sure how natural that is. >> what doesn't feel natural is this bond move, and listen, i usually sail our crack staff back in ec, well, they're

and on the desk tonight, tim seymour, dan nathan, julie biel, mike khouw -- did i screw that up? >> khowu -- >> i'm sorry. and leslie is here, as well. big banks reporting results in the morning. bank of new york and blackrock also on the docket. it has been a strong year for many names. double-digit gains, jpm up 25%. but can the good times -- good times, tim -- >> good times. >> good times here. can they keep rolling? less lee slie picker here to discuss. >> great times with both of you ladies here. let's get that out of the way. >> really fun. q-3 earnings themselves, everyone is looking past those, because they're expected to be a little bit weaker, a little choppier, but the number one question that analysts have is future performance, beyond that, rate cuts can be a headwind for banks profitability in the near term, because floating rate loans tend to reprice downward more quickly than the rates paid out on deposits such as cds. that gap is expected for q-3, but most analysts are urging investors to focus on that medium-term trajectory. morgan stanley said specific commenta

and on your desk tonight, tim seymour, karen finerman, carter braxton worth, and julie biel. welcome, everybody. >> welcome, brian. >> thank you. good to have you. >> i missed you all. >> all right, we begin with some signs that the market rally may still have legs, even after 46 record closing highs for the s&p 500 this year. the s&p 500 up half a percent today. the dow gained over 300 points, and, yes, when you're at a record high, tim, and you go a little higher, what do you get? >> a new record high? >> you did go to georgetown. >> i mean, once in awhile, a squirrel finds a nut. >> the small cap russell 2,000 index up 1.6%. and today, it was not tech leading the way. banks opping. some of the sessions biggest winners, the kbe bank etf up more than a percent, led by morgan stanley. morgan stanley soaring 6.5% to an all-time high. they had their earnings surge in dealmaking and trading activity, as investment banking revenues soaring more than 50 -- you heard that right, 5-0 percent. get her on that in a minute. utilities, materials, industrials, all higher today. all three

powering down i'm melissa lee, coming to you live from studio b at the nasdaq on the desk tonight -- tim seymour, dan nathan, guy adami, chris verrone. we stop with the seemingly unstoppable surge in china stocks the hang seng jumping 6% overnight, hitting levels not seen since february 2022, up more than 30% in just the last three weeks. names like jd.com, baidu soaring 9% or more etfs in the u.s. jumping, with gains in the large cap fxi and the mchi helping drive emerging markets to 30-month highs. the recent run started last week after chinese officials unveiled a series of stimulus measures to help jump start the economy. is there more room for this rally to rise? and imbedded in that question, is this stimulus actually going to take effect and work, tim >> i think it will i think it's all relative to what you think can structurally change what we know are demographic issues in china, and what we know to be a communist government, what we know dynamics that allow us to believe that this economy are going to have issues that are going to change. this is balance, plugging straight into the ban

on the desk we have tim seymour, dan nathan, steve grasso and former bridgewater chief strategist rebeccaterson. great to have you here. let's get started with breaking news on boeing. shares down after the company preannounced a third quarter loss of nearly $10 a share and said it would cut 10% of its workforce. phil lebeau has those details. phil. >> hey, contessa. we had this news about a half hour ago. not a huge surprise that the new ceo of boeing, hasn't been in the job that long, has made some tough decisions in terms of not only where the company is right now but where it is going. so let's run through all of the announcement in terms of the preannouncement for q3, a lot of $9.97 on a gap basis. we don't have a comparable estimate there but i should tell you that going into today, the core earnings loss estimate was $1.60, so about six times worse than what the street was expecting. boeing's revenue for third quarter shy of expectations, coming in at $17.8 billion. that's what they're expecting. the street was expecting $18.5 billion in terms of q3 revenue. operating cash flow, ne

on the desk tonight -- tim seymour, karen finerman, steve grasso and guy adami. >>> we start with a monster night on earnings. kate rogers has tstarbucks, but we start with julia boorstin and meta. >> the call just getting under way, as meta beat on the top and bottom lines. meta guiding to stronger than expected revenue growth in the fourth quarter. the stock did move lower in afterhours trading. so, what would be weighing on the stock in well, the company's revenue growth was stronger than expected, but still a deceleration from the last two quarters growth rate. user figures also missed estimates. daily active people of 3.29 billion, short of the 3.31 billion that analysts anticipated. and the company raised the low end of its full-year capital expenditure range, guiding to 38 to $40 billion, up to the prior $37 to $40 billion range. ceo mark zuckerberg saying in the release that the quarter was good and it was driven by a.i. progress. also saying they have strong momentum with meta a.i., lam ma adoption, and also their a.i.-powered c ed glasses. expectations were so high going into this

but the trade is exactly what tim seymour's been laying out. that runup in alibaba, you got up to 123. he was selling calls against it. this back and fill is going to fill a gap that we created on the upside, but i don't -- personally, i don't think the trade is over, so, it's either alibaba at these levels, you start to layer in, or fxi around 28 1/2 and 29, which also fills a gap. because i do think you're going to get more into the end of the year that's going to sort of reaccelerate both the individual names and these etfs, mel. >> you got two toes -- >> three toes now. >> all right. >> and the fourth toe. but i think fourth toe might be full, now you can buy it at better prices. it is intriguing to e, still. i like the declaration that it's over. i agree, that doesn't really mean it's over. but i do think that valuation is compelling and i do believe that this is still significant change, even though it is falling short. >> you posed the question a couple of weeks ago, where if the mag seven or nvidia specifically started to rally, does th