Jim Cramer - Mad Money

Next Wednesday they have an analysts meeting. Their ID verification extends to AI agent; Okta is confident it can stop attacks like this.

They report Tuesday, and he expects another lousy number from a homebuilder as the Fed raises rates.

They report Wednesday. It's coming into earnings with a full head of steam, because the economy is hot and they won't be hurt by this first rate hike.

They report Wednesday. It's coming into earnings with a full head of steam, because the economy is hot and they won't be hurt by this first rate hike.

They report Wednesday. He didn't expect them to pay a 6.72% dividend yield. Is a consistent company, but inflation and the GLP-1 weight-loss drug are headwinds.

They report Thursday. DRI owns Olive Garden, which is a gold mine.

They report Thursday. The stock is acting poorly. They have troubles getting younger people to sign up for memberships, because the young prefer shopping online.

Is a major holding for him. Trades at 13x PE now and maybe 6x next year. Cheap.

The hyperscalers are replacing copper with fiber-optics cable. Also, rising interest rates hurt commodities, though the impact could take time.  Comparing the valuation of copper vs. the dollar index, we now see overvalued levels, which tends to trigger a copper sell-off. Lately, small speculators have become heavy buyers of copper, and the last few times that happen, it triggered serious declines. Meanwhile, the commercial hedgers have the largest net short positions in years, because they're betting copper prices will decline--and past history says they're right.

Are benefitting from the data centre buildout: get many order for electrification, climate control and their industrial automation business is on fire.

The interest rate hike is the worst thing for these companies and more hikes are coming.

A good, not great spec. They are not making money, especially as interest rates climb.

It's trading with oil, so he's waiting for now before adding to his small position. (Oil is nearing $100 a barrel.) This has not been a successful position. He won't add until the oil price comes down.

Today, they reported an in-line quarter, beating guidance for same-store sales. Shares jumped over 7%.