Jim Cramer - Mad Money

Both are good. RCL is s good play on the consumers. Shares are up 35% this year. NVDA: he just heard from demand for their Blackwell is insane.

Both are good. RCL is s good play on the consumers. Shares are up 35% this year. NVDA: he just heard from demand for their Blackwell is insane.

On their 14th birthday, the cloud connectivity company announced new products, including AI Audit which allows users to be compensated when their content gets used to train gen-AI models, a big problem.

Their decision to extend their $5 meal beyond the summer was applauded by consumers and Wall Street alike as consumers are pushing back against higher prices. Smart.

In a time of high inflation (easing now), Wingstop kept their menu prices the same while retailers around them raised theirs. This is why Wingstop has enjoyed double-digit gains in its stock, up 65% this year.

The consumer is biting back after all these rising prices. Nike is one company this because they raised sneaker prices too far, so sales have fallen by almost 24% this year.

They reported a weak quarter with top and bottom line misses and sales won 4%, but the company warned earlier of a weak quarter and reaffirmed their full-year forecast. Shares sank 8% today.

They just reported a minor sales miss but an earnings beat and cut their full-year revenue forecast though asserted their earnings would meet the midpoint of previous guidance. Europe and direct-to-consumer are strong, but Asian and America are weaker.

Eat the loss. Sorry, it didn't work out. And a big tech company could buy it down the line.

He was lucky to get out of this before today's 11% slide. If you can't price your products, get out of the business.

Its moat are these giant factories they're building. It has firepower. Shares are up 52% this year. He remains a fan.

BMY paid nearly $13 billion to buy the company that was developing Cobenfy. This could could help BMY get the patent cliffs of their other drugs in a few years.

Shares are up 27% after they changed CEOs, but some analysts aren't sold. Bears say turnarounds take time and are expensive, and earnings estimates need to come down. He agrees with the bulls who feel that operating margins will improve, though earnings estimates need to come down. He has a large position, but hasn't sold a share on the CEO news. He expects either flat or weak earnings next year, but is willing to hold on as long the company comes out better the following year.

Likes it as is cheaper than Costco at 21x PE, but it deserves to be cheaper, because Costco is the better company.

This will do better as interest tares come down. Also, the CEO is good. Buy on current weakness.