att should never have bought timewarner the only winner is jeff who sold timewarner to att and didn't get celebrated enough today. everybody is flaunting -- don't get me started on "mad money" tonight weather outlets are forecasting an above average hurricane season combined with an ageing electrical grid, the potential for wide spread power outages have hope owners o homeowners o. what's next for the software stocks i'll tell you and under the radar way to play cannabis legalization across the u.s. so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer ha##madtweets send jim an email to cnbc.com or give us a call at 1-800-743-cnbc misso miss something head to madmoney.cnbc.com. in business, it's never just another day. with comcast business you get the network that can deliver gig speeds to the most businesses and advanced cybersecurity to protect every device on it. comcast business powering possibilities. look...if your wireless carrier was a guy, you'd leave him tomorrow. not very flexible. not great at sav

them is they may want a spin-off of some of the assets in that new company, in that discovery/ timewarnerrategy going forward, will obviously be streaming, and david zaslov the new ceo would have to do. what wouldn't fit with streaming , well you guessed it, it's the cable properties, cnn and some of the turner properties programs, don't really go in terms of streaming, so, you know, we've talked about this last year, liz, you and i, we broke the story on fox business that there was talk about spinning off cnn, trying to sell it. they didn't just sell cnn, they sold everything, so our buddy had a good nose on this , but that may come back, depending on how well it sort of fits in the strategy and whether they can make it work as something separate because streaming is where they are going. now, does elliott press that button to make them do that or another activist investor? who knows elliott would have to accumulate more shares and get back in the game in a major way they sold most of their stake and still own a small stake from what i understand right now, but they are watching , and th

new company separate from at&t and mark the unwinding of its more than $100 billion takeover of timewarner just three years ago. the deal underscores the recognition that tv viewers have largely shifted to streaming video services. >>> and twitter has said it's exploring a paid subscription model for some features and now we may know a few more details. the verge citing a top app researcher says the service will be called twitter blue, cost $2.99 a month, an undo tweets feature and let you organize safe posts in collections and it appears twitter may be working on a subscription model as well. the twitter story is interesting but i'm more curious about the hbo, discovery communications combination. i'm not sure about each of you guys but i have more streaming services now than i can count, i'm probably going to need a cable bundle soon. >> you're not alone. i'm just like, another one? and another one -- all right. >> exactly. what i need to find is the time. >> the credit card, i see the monthly charges. >> cha-ching, cha-ching, cha-ching. >> hopefully you're getting some points. >> good i

i wish att would just admit they screwed up when they bought timewarner but corporate america ha ha hates it big banks cover for each other all the time they laugh all the way to the bank i'm not saying the people that run at&t are snickering with well fed oysters i would never say that that menu is too tasteful. if they are snickering at you, they would be doing it over crystal. they are out of touch with the american consumer or those who seek income like they did from att. the wall streeters have no idea what tens of millions of people are doing with their stimulus checks not to mention the money they have saved up over the last 15 months because there is very little to spend it on. the bottom line, the baton is now being passed from the stay at home names to travel leisure plays. not too late to bet on the transition since wall street is so behind the curve with the real story if you want to take the pulse of the market, go to the mall or the nearest shopping center or walmart and see what regular people are doing with their money. it's not that hard unless you're the kind of snob tha

last one viacom the discovery/timewarner deal content being king and we think the assets are worth a whole lot more than that one of the few properties that are remaining and they have a powerful franchise at a great price. >> david, why not more exposure to commodity names to the more traditional financial hedges you're in financials but why would you say to people you're not piling into those areas of the market >> we think the commodity businesses are going to do well, we think the earnings are going to do very well. a lot are reflected in the stock prices already we had some industrials and we continue to liken and we have taken some money off the table one industrial that we have is te connectivity and that relates to your last two segments on ev cars and automobiles in general and basically they have contracts with all of the electronic vehicle manufacturers. they make the chips, capacitors, sensors in those vehicles and that is the type of company that is economically sensitive and really is a play on where the world is going. >> fascinating to hear from you both with similar