Mad Money

Best of breed. ... Hey, Ski Daddy, if you like blah blah blah, you'll love Procter and Gamble because that's best of breed... It's an industry leader with a great balance sheet, long history of divid…

I think that you can buy a stock like Johnson and Johnson, AAA balance sheet, maybe the only one [for kids/grandchildren long-term].

Apple, own it, don't trade it. Those are my best of breeds. I got to be there for those.

I think this could be a fantastic buying opportunity [VF Corp / VFC]... I see high single digit if you get Vans with a little more momentum and you keep going with Northface.

I don't want to be in AT&T and I'll tell you I also am very concerned about rural. I'm very worried about Starlink... Both of those are going to be considerable competitors to the rural part of a com…

Nvidia just reported the close delivery set of numbers. Revenue growing 85% year-over-year, 81.6 billion, beating expectations by nearly $3 billion... I've been pounding the table on Nvidia since it …

Equinex... it's a great way to play the data.

Magnificent 7 — Microsoft... I went all in my charitable trust already own six of the seven.

Magnificent 7 — Meta platforms... I went all in my charitable trust already own six of the seven.

I went all in. My charitable trust already owned six of the seven [Magnificent 7 — minus Tesla]. You can now follow the trust by joining the CNBC investing club... As long as I think these proven win…

Magnificent 7 — Alphabet (Google), Amazon, Apple, Meta platforms, Microsoft, Nvidia and Tesla — I went all in my charitable trust already own six of the seven, Tesla being the exception.

USAC... I think that's real. Now it did hit a 52 week high today but I think that's a bit of just another nice one to have and it won't go down as much as the others cuz it's got that good yield.

TSMC... it might not necessarily skyrocket but I think the world of it. I think it's going to go higher... the more I look at it, the more I like it.

STMicroelectronics... We are late. We are late. 51 times earnings does not make it for me, even if it's a good company.

Micron... sells for less than 12 times earnings and it seems compelling down 6% today. I've been waiting for Micron to come down. This may be the opportunity. Buy buy buy! ... I buy some right here a…

Devon's a buy, plain and simple. It's exactly what you should be buying right here because they have a tremendous natural gas, and that's what we're great at.

Walmart reports. All right, let me tell you something. I am convinced that Walmart's among the greatest companies of our era... I expect terrific numbers.

Wednesday, we have Target in the morning. I think it's going to repeat its terrific performance from three months ago. New management is trying so far successfully to bring back some of the old magic.

Rocket [Companies] is a play on the idea that Kevin Warsh is going to get in and cut rates and I don't think he can because of the price of oil... so no to Rocket Companies.

Palantir is down 20% year to date... Now Palantir is a perfect example of an incredibly good company whose stock got ahead. ... I'd liked it all the way down from 50, but I'm not going away from the …

Pure Cycle... loses a fortune and has almost no revenue. I think we have to say no to that one.

Lowe's's numbers could be better. ... Lowe's is more do-it-yourself while Home Depot is more professional. Given the [death] of new home sales, you want to go with the DIY renovations guy, and that's…

Costco's gotten red hot. Not so BJ's Wholesale Club. I think you could play some room. It's got some catchup. I still prefer Costco for the long run, though.

Not so BJ's Wholesale Club. I think you could play some room. It's got some catchup.

If Dave Regnery says that that's what's happening, I'm going with him, not the doomers, who I'm getting tired of, frankly. ... And Dave Regnery is the chair and CEO of Trane Technologies. What a stoc…

Silicon Motion Technology... we like SiMo. It moved a lot. So you buy some and then you wait for a pullback, but you got to put some on and I think it's a good call by you.

Schwab... it's the same company as always as far as I'm concerned... we have liked since the beginning of the show. ... I think the market's misjudging this one and not valuing this incredible franch…

Marvell... That's Matt Murphy. He's doing an amazing job. He bought that optical business. He's really crushing it... Marvell's so dramatically cheaper [than Cerebras] and it hit a 52-week high today…

GE is Larry Culp. I've been watching the stock go down and I'm like, all right, come on... Buy. ... And by the way, I'm going to throw in Boeing... I mean, you can't... stocks don't go up and up and …

Cisco... Today's 13% rally was completely justified and then some. It wasn't a mania. It wasn't fanciful.

Cerebras [CRBS]... up here at $311, it's more like 187 times last year's sales... For now, I say keep your bat on the shoulder and hope the stock gives you a giant pullback because at these levels no…

Vertiv... I think they've got great orders. I think if you want to put a position on, you buy half and then you wait for it to decline. If it doesn't decline, that's too bad because the stock is just…

I still like Shopify here. I mean, frankly, you shouldn't buy a stock if you're not prepared to buy some more as it goes lower... down here below $100, I think Shopify is a steal.

Costco and Walmart and retail, Lilly and Johnson and Johnson and Pharma, Humana and healthcare. Those crossers actually led [today]. J&J doesn't give up anything that could blow a hole in your portfo…

Chevron... the last time that oil was at the price of Chevron was dramatically higher, but you do get a 3.8 deal and they got great cash flow and Mike Worth is running it and I'm going to say pull th…

Uber... is definitely a buy. This is one of those stocks before a really good quarter. It sells at 25 times earnings. It's got great growth.

TJX is superb in this environment. You can get all the merchandise it wants... TJX is happy to take it off their hands for pretty much pennies on the dollar. We have to the Charitable Trust we've own…

Pfizer does not have any earnings momentum. You're just buying it on that dividend yield of 6.66 and... if I want yield, I will go to bonds, not stocks.

Palo Alto Networks... I own for the charitable trust... Right now, the stock's currently just over 210. Likely it's just headed back to 235... Above its previous all-time high of 233. We're taking a …

Eli Lilly... I did a tremendous amount of work on Eli Lilly... I am ready to roll Lilly and I think it's really, really good... I think it is a bull market for Eli Lilly.

I like this Hawkeye 360 very much. And I think the stock can be bought right here at their strong debut. This represents a unique story, unique opportunity, very different from your typical satellite…

Ford is very hard to own because they got warranty problems and we got a war on and rates don't seem to be going lower so I'm going to have to take a pass on that one.

Cisco... Right now Cisco trades in the high 90s and Lang sees it clearing $100 real soon, likely on the way to 110.

CrowdStrike... a stock in the 530s. And Lang thinks it could run to $600... by the end of the year. He thinks it'll revisit its old highs in 560s much sooner... I like all three, but I love Palo Alto…

Caterpillar... people forget Caterpillar's oil and gas and we've been pumping a lot more oil and gas. Caterpillar's construction and infrastructure... Caterpillar is a buy.

Applied Optoelectronics... we're in fiber optic La-La Land... I don't recommend buying these stocks up here they're all parabolic and that's going to be not good for the market.

Sanders up 4,162%. Western Digital's gained 984%. Segate jumps 712%... these are real companies that make real things. And right now they're practically just printing money.

Valero, I like Valero. As long as we've got this spread that they've got right now between the price of gasoline and what they buy the oil for, you are just going to print money.

UPS... I don't you know, look, it's got that 68% yield, but I don't buy stocks for yield. I buy stocks for growth.

Steel Dynamics is a great company. Why would you do anything other than [hold]?

Brad's a winner. Brad is going to make a series of acquisitions that are going to make it into a great home building... and when rates start coming down, this stock is going to go from 20 to 30. You …

Micron rallied another 15% today to $746. Why 746? Why? Because it's going to a,000.

I don't buy stocks for yield. I buy stocks for growth, and therefore I buy Fed X because that is the winner. Raj Superman doing a remarkable job.

Bloom Energy... you should buy it. Okay. You get your dad to front you or something. I don't know. I'll front you. You want to be in this Bloom Energy?

Amphenol APH... I like APH. I think you got a good one. It's actually come down a little for heaven's sake.

I want you to buy IBM. I do not understand why it's all the way down here. I thought the core was actually really good.

Eaten for the electricity. You need by the way that got hit that was ridiculous. Just go buy that one. I'm not kidding.

I like it here [Thermo Fisher]. I see so many IPOs every morning that Carl mentions and they're all going to need TMO's machines. I think you can buy it at this level.

Solstice Advanced Materials... There are about 80 companies SMRs out there... we've already signed a contract with [an SMR]... it is the only nuclear one that we've been saying can actually make mone…

Shopify is the same fabulous company, the first choice for so many startups... You want to buy it when the stock is ice cold, yet the business remains very good.

D-Wave is the one that I identified as being the best [in quantum]. I also like IBM for Quantum.

Meta has 3.5 billion daily active users. I mean, that's almost half the world... With respect, I think it's time to stop worrying and start buying.

Goldman Sachs... They're going to be the big winner. They're going to be the big winner in IPOs and in M&A.

Arista's stock now reflects the fears, fears that I bet will prove to be wrong. Time to buy.

USA Rare Earth. No, the only one we're recommending in that area is MP Materials.

Oracle... I think that that last quarter was very good and people were betting against Oracle. I think that's a bummer bet. I think that you should go with Oracle.

MTech... it is another company that I would have included the top because it's such a great one for the data center.

Eaton... that got hit that was ridiculous. Just go buy that one. I'm not kidding. So, we own it for the trust. They got hit ridiculously. We bought some today.

Booking... no I I think this war I know this war is supposed to be a short war... I I think booking I I think booking and the casinos... we're just not going to stick our necks up very it's just not …

Alexandria real estate... No. As a matter of fact, both Don Wood last night said it. He was so glad that he didn't get into this life science world.

Western Digital and Sandisk have similar trajectories. That's why their stocks can keep charging higher.

Seagate... $26 next year, and $38 in fiscal 2028... they're practically printing money because there's not enough storage to go around.

Blackstone. I just talked to Watch out there Gabriel today. Talking to David Faber. I think it's a really good situation. If anything, I'm interested in buying more Blackstone.

Amazon's become all-encompassing in so many aspects of of our lives... If there were a cal-she bet about which company could thrive with a crimped consumer, it will somewhat oddly be Amazon.

Under Armour, I think the turnaround is here, and you can still get in before CEO Kevin Plank really fires up the engine.

You want to own Bitcoin, buy Bitcoin [not MSTR/Strategy]. There will be plenty of proitizing when we hear from strategy.

I think you commander its way all the way back to 120 [Merck].

McDonald's reports... it always surprises the upside... McDonald's has a value package that seems so popular. The stock's been drifting lower. I think it's definitely worth buying.

I would buy Lummentum. I would buy a wrist to networks. Yeah, I'm that boss in this day. Two companies that help the machines in the data center talk to each other.

Columbia Sportsware Tim Bole... terrific quarter... I think the turnaround is here.

We hear from Caterpillar too, and I actually expect a huge number, and that's in large part because of... data center.

I would buy Lummentum. I would buy a wrist to networks. Yeah, I'm that boss in this day.

I would buy some AMD ahead of the quarter. Lisa Sue is the best.

I press my bet with a steer labs fabric company that also does connectivity. And when people ask me what does a stereo labs do, I always say it goes up.

Apple reports... I think Apple's doing exceptionally well, and it's I think it's got enough momentum to last till the end of the year. New phones, foldables... should keep this thing going higher. I …

Reddit... I think this remains a terrific story... after hours market agrees with me the stocks are big.

OKL? No. No, you don't want to do that. It's really speculative. I think you have enough... Don't buy anymore.

Mastercard... I I didn't understand the stock just down. You're the most forward thinking of the payments companies and you got the best brand... the trust owner for a very long time. Have to go back…

Eli Lilly... up 10%. Lily astounded people today by reporting a fantastic quarter with encouraging prescription data for the new pill form GLP-1 drug foundo... that's good news for my travel trust. W…

Carrier, the air conditioning company up almost 9% after reporting a big upside surprise. I think this quarter may be the beginning of a multi-year move for the climate control company.

I thought it was very solid quarter [Amazon]. 17% revenue growth, 75% earnings per share growth... The stock should have been up more.

Apple is having no controversy whatsoever... revenue up 17 is pretty darn good. That the guidance is good... you own it. You don't trade it.

If you feel compelled to speculate on something connected to nuclear power, then I think X-Energy is the way to go. Just remember that it's still insanely speculative.

Starbucks the once bedraggled Starbucks reported and beat the numbers and raised the forecast. The quarter was a home run... Nichols a long may she run character.

I like it very much. It's the only one in that whole area I really bless because they got the government's back... and they have really good solid management.

I'm going to give you a hold... Flagstar Bank... It's not making all that much money, doesn't have that big a dividend. It's just like, eh. I don't like eh. No reason to buy it.

Fermi... that is one that I can't bless at all. That seems not even like a science project. It's more like a kind of science drive-by. I don't want you in that stock.

Today the charitable trust sold some Broadcom, AVGO... I am not a pig... if the trust doesn't sell any Broadcom here, we could get walloped when the crowd turns against the stock.

I'm a growth buyer and this company [Snapchat] does not have growth and that's why the stock has been so awful.

this is one of the longest owning stocks we have for the charitable trust... Nucor is just up on... blew me away... record quarterly shipment volumes... I think this is wrong [UBS downgrade]... given…

Nokia is at a 16-year high, just raised guidance... I think it's a winner. It's back.

Sandy, you buy Lennar... You're going to make money in the home builders. I think you buy some Lennar tomorrow, and Stuart Miller will not let you down.

I like Halliburton very much. I think that it's the right it's been a good stock even in a bad oil market. So, it's been a great stock in a good oil market and I continue to think it's very inexpensi…

CCJ cuz it's a real uranium company. It's not a mock uranium company that a lot of the people come up with. You've got a winner in CCJ.

Bank of America is way too cheap. It should be bought.

United Health... I think it's a buy. I think it can return to its former greatness.

Swap out of that [AT&T] and go into WANO [Western Midstream / WES]... I'll feel a lot better about it.

I like Rocket Labs. I like this. I think any one of these is good leading up to the IPO of SpaceX is going to be a winner... I do think that this is a decent time to speculate on rocket and rocket te…

Pinnacle hasn't really been a beneficiary of the data build out, but happens to be a really good company... you know what? It's a good company. Buy some here and then buy some a little bit lower.

I think any one of these is good leading up to the IPO of SpaceX is going to be a winner... Intuitive Machines.

Levi Strauss at 23, 24... I've liked it, it's been right and I got to tell you I think Michelle got to do a good job. I buy the stock.

I think this is a good moment to buy GE. Actually really good quarter by the way.

I think this was day one of CrowdStrike's comeback from purgatory... Stock's still down for the year. That's nuts.

Wells Fargo... we are finally at the inflection and the stock [Airbnb] is about to turn up. I am going with Wells Fargo. I think it's at the right level... it is going to do incredibly well and this …

I have to tell you cuz my stepson worked at Zoom and I happen to like Eric Yuan so much. I'm so glad this thing's finally getting its due... I think that this one can go higher. You've got a winner.

I think you got to buy this one [Intel] whenever it comes in a bit... I'm betting the stock to keep running.

We don't want to be in Sound[hound]... Elks cannot be in Sound[hound]. We're better than that.

Then there's Poet, Nvidas, and Credo. Uh, these are all semiconductor networking stocks that have gone parabolic. Each up around 100% this month... Sell some.

Insulet is the stock in the healthcare group. It's the most decline... still too expensive because the GOP-1 threat existential.

Critical Metals... it's a spec... if you really want to be in that industry, you have to buy MP materials. They're for real.

Mega Fortune Co. which is up over 2,000% this month... a modern-day meme stock... parabolic moves like this are unsustainable. You simply have to take some profits or else.

I like Dave the the C the bar. I like Dave that is really packed energy bars more than I like Dave this kind of pseudo fintech. We're going to sell fintech.

Vertiv keeps making smart acquisitions to expand its place in the data center. So, can the stock keep climbing?... I'd say sensational.

Viking Holdings with Torstein Hagen is about as good as it gets... that one at $78 stock, it feels a lot like a hundred.

RTX is a monster right here, and I buy it aggressively. It's down a lot. It makes no sense.

I think Alphabet's going to 400. I think you win on both.

GE Vernova's market cap just passed namesake GE itself, the aerospace company... I think it's just beginning... When you think of power, you need to know that the plurality is made by GE Vernova's ma…

After today, the earnings estimates for GE Aerospace and RTX should be going higher while their stocks went lower... I think we're looking at some incredible bargains here.

I happen to love Russell Weiner. I think he's terrific, but boy they missed the quarter [Domino's]... it wasn't good and I don't want it for the yield.

Costco sells at 49 times earnings... it is always terrific... I think it's just sensational. Buy buy buy.

[ARM] We put this in the buy list a couple days ago for the Travel Trust and the stock is up to 21 today... I think Rene's going to do a great job.

United Health Group. Here's a company that just reported his first solid beat and raise quarter in a very long time. Returning CEO Steve Hemsley... The stock deserves to be much higher.

I will tell you that what he's going to do with robots is revolutionary... I'm a buyer of the future.

Service Now's doing exactly what it's done for years, but it's no longer going to be given that same price journey multiple because artificial intelligence is cheaper... institutional money managers.…

I'm a huge believer in Cardinal Health with a stock that's just been annihilated here without any reason... Cardinal's a steel.

I think Shriar Raaswami is terrific CEO and I think the stock is quite frankly a buy

I think it's a terrific entry point even down three.

I am betting that in a few days or even soon as tomorrow there will be no one to sell these stocks to at a profit if you bought them when they opened or throughout the day.

I think City will exceed those estimates, continue its resurrection from the dead.

I think that stock is going to par, which is genuine Wall Street Jippers for $100.

I think this is a pretty good level to buy some Apple down four bucks.

you can buy a dividend yielding stock that is very good like an Nbridge, you know, like a one oak that'll have growth

you can buy a dividend yielding stock that is very good like an Nbridge, you know, like a one oak that'll have growth

But as long as I think these proven winners can stay strong and deliver, I'll stick with them. That said, look, I'm confident there are many, many more amazing growth companies with incredible stocks…

But as long as I think these proven winners can stay strong and deliver, I'll stick with them. That said, look, I'm confident there are many, many more amazing growth companies with incredible stocks…

But as long as I think these proven winners can stay strong and deliver, I'll stick with them. That said, look, I'm confident there are many, many more amazing growth companies with incredible stocks…

But as long as I think these proven winners can stay strong and deliver, I'll stick with them. That said, look, I'm confident there are many, many more amazing growth companies with incredible stocks…

put half your money in a cheap index fund and then put the other half in a portfolio of five individual stocks and one nonstock hedge like gold or bitcoin.

put half your money in a cheap index fund and then put the other half in a portfolio of five individual stocks and one nonstock hedge like gold or bitcoin.

But as long as I think these proven winners can stay strong and deliver, I'll stick with them. That said, look, I'm confident there are many, many more amazing growth companies with incredible stocks…

put them in in a low fee S&P 500 index fund. I did that for my kids and they are eternally grateful and you're going to do it for yours, too.

Uh look, I'm a big in favor of the S&P 500 as an index fund. I think that'll be terrific.

Warner Bros. Discovery, was trading at $7 when I did it with CEO David Zaslav just 7 months ago. And he said the company's worth $34 a share. You know what? I think he's going to be right.

Meanwhile, IBM's up more than 38% trading at record highs. It's still cheap by the way and it still should be bought.

Yes, I would buy more. ... you have to be in Home Depot for that because it's the single best way to play a turnaround in housing.

I still believe this is a powerful secular growth story for 2026 ... I still think that's Palo Alto, but more importantly, it's CrowdStrike.

I am concerned I might sell the rest.

Keep an eye out for another big position in the trust, it's Capital One, COF. ... I think it's going to be a monster year in 2026 for these guys.

One Oak is a buy right here.

I don't know when the stock will make a comeback, but I bet it happens in the next year. And when it does, the $58 stock was headed to 80.

I think the stock's going to go up another $500 billion. I kid you not.

My advice, stay long. Comes down, buy more.

I think Dell can fall from here. I think it can fall but not below much much maybe 115, 110

I'm with you. I'm a buyer of Chewy.

Boeing is probably one of my right now my favorite stock for the next 3 months.

Got to stick with the high quality ones. Got to [music] stick with Crowd Strike or Palo Alto Networks

I find it very hard to recommend this one up here. ... If you already own it, I say sell enough shares to cover your cost basis so that you're playing with the house's money.

Got to stick with the high quality ones. Got to [music] stick with Crowd Strike or Palo Alto Networks

Dave Credo still works for me.

The next quarter is going to be great, too. I'm not going to fight you on it because Sienna, this Sienna is much better

I will tell you unequivocally unequivocally that I think Boeing has bottomed.

I think you can buy some here and buy some a little lower. Strauss Zelnik will deliver for you.

I like it. Okay. It's got a lot of uh lady a lot of positive chatter about the numbers. Uh it's just been going up up and up and I think it makes sense

It is still a buy.

I would buy that stock tomorrow morning. Even though it looks like it's going to spike, it's at 12 times earnings. There's nothing not to like about Mnt Bank.

At a time when I'm still pretty bearish on most of the energy sector, and I'm doubling down soon on that, I like Marathon.

I think it is a terrific one to buy.

I bet it can keep climbing, especially if we get more rate cuts from the Fed.

I think Domino's can win in this current moment because it offers great value ... I think it's a buy.

Plus, AutoZone has pulled back 22% from its highs. You know what? I'd be a buyer.

Applied materials, AAT is also a great long-term performer. ... This is the essence of what I'm trying to get across to you.

I always say, own Apple, don't trade it.

medical pharmaceutical company, Tilray... I want you to sell half of it.

wait for a pullback. It just actually did a kind of a pirouette today. It spiked up and then came down. That's usually a sign it's going to go down tomorrow, the next day, and perhaps even next week.

Micron reports after the close tomorrow night. And while it is one of my absolute favorite stocks and I think it'll have an amazing quarter

I think DraftKings is a very well-run company and I think the industry's in consolidation and I like it very much.

I'm a believer in Mike Wirth. I think he's the real deal and I think that that's a good stock with a 4.6% yield and [music] a gigantic buyback and I would stick with it.

I think you have to sell half of the stock when it gets there. There's just too much risk up 77%... I just don't like that price-to-earnings multiple.

Verizon [music] is down 5% and I think in the last 6 months and I think that that decline may just be getting started.

In this market, you want the stock of pocker and gamble because it's cheaper than I can ever recall... I think it's worth buying right here, right now

Take Aqua, which I've been hounding you to sell for 40 points. ... I'm sure the jokers who own the stock will bull it tomorrow morning... I think your best opportunity comes between 10:30 and 11:30 a…

You should sell it before you hang up for me.

Broadcom CEO Hawk 10. He has never ever let me down to keep delivering excellent numbers. He will do it again. ... it might be time to switch directions, do some buying.

I think that United Health has to be bought.

I think that you should also believe in RH. So much more mad money ahead.

And of course, I'm including Nvidia, which people ask me about all the time and I say the same thing. I say own it, don't trade it.

if you really want to own data center stocks, uh, one of the names that's been crushed investment club stock is Corning... That would be the one I would suggest to start with.

FedEx could be the star of the week... FedEx could put up a monster set of numbers.

enterprise product partners. I like EPD 6.7% yield growing really really well understands natural gas liquids. That's your company. That's the one you want to be in.

Do not sell DuPont. The water business is really great. The materials are really great. You really do do not want to sell it.

I like Wells Fargo now that it's asset cap cap has been lifted

analysts remain moderishly bullish on this, AND SO DO I, because you've got a great management team, Doug Yearly, Toll Brothers.

I think that you buy Shake Shack at $79 a share.

if you want to bet on the ice cream business, you got my blessing to do some buying right here. I love an IPO that comes out and doesn't shoot up to the sky and then everybody gets hurt. I like one t…

JB Hunt yesterday. It just started. It's going higher.

reiterate that this could be the breakout quarter for Federal Express, FedEx.

got long Cisco for the charitable trust precisely because of how cheap it is and how CEO Chuck Robbins has reinvented the company.

You can buy Union Pacific North Southern because that takeover is a good one.

That means you buy Toll Brothers, which just reported terrific quarter, but the forecast wasn't as positive. That means, well, the narrative could change.

The ultimate high-f flyier that's up huge that you can buy it right now

talking about why you should buy Proctor and Gamble and how you're going to make a lot of money doing so, but you must have patience.

I would rather see you in Nike, you can buy some here at 65 and then if it drops down to say 60... you buy more and then just let that run because that's going to be the one that I think is for the n…

I think JB Hunt can be bought. the truckers.

it's going to be why you can buy a stock like Home Depot.

G Vernova soared... Neither stock is done going higher.

You can buy Federal Express because we're in the holiday season

I think the stock's ready to start running again. If not now, then soon. This is a high quality company

I want you to go by the stock of Capital One, which has been one of my big recommendations for this year.

They'll eagerly buy Caterpillar and Cummins, two stocks at their all-time highs just because they perfectly fit the environment.

Sum. It's uh great that you called the bottom when you were on a couple years ago. Uh and to me, I don't see a top.

They'll eagerly buy Caterpillar and Cummins, two stocks at their all-time highs just because they perfectly fit the environment.

I think you've got a buying opportunity in AES.

I don't want to be in Viva right now. Not with the way that Salesforce took [music] them on and uh talk about winning some huge clients from Viva. Let's stay away.

I'm going [music] to have to stay away from that one.

Long-term though, I think this remains a very compelling growth story.

I think Alaska's good. I think but it's a trading vehicle only. You want to buy it [music] on a trading vehicle.

older people should be in the S&P. That's just the way it is.

when it comes to tech, you know, I'm going to go back to Nvidia, own it, don't trade it

I think that you can buy a stock like Johnson and Johnson, AAA balance sheet, maybe the only one.

Younger people should be in the NDX

Apple, own it, don't trade it. Those are my best of breeds.

I want it to be in the total stock market return fund of Vanguard." And that's what I did. ... Over the long term, you'll get a little bit better performance, because you'll be diversified away from …

you should still direct a big chunk of your savings, if not the plurality of it, into some cheap S&P 500 index fund. It's the safest way to give yourself equity exposure.

You want to own this stock, not trade it

Buy some here and then do what's known as a scale. Let's say you buy five here, you buy 10 at at 900 and maybe you buy 20 at 950

Robin Hood goes higher. Well, it goes higher cuz it's a proxy for all the young investors.

The only one I work to buy is GE Bernova cuz they actually know how to build one of these things.

meaning the stock might indeed have a lot more room to run.

Even Bristol Meers can go higher in this market.

sad sack tally actually pave the way for what could be a terrific rally, maybe through the end of the year.

I think Palantir is going higher.

Also for JB Hunt and ArcBest. I think they'll have a good run.

do you really want to be left holding the Iron bag or any other bags that are on their way if the hyperscalers stop building? Take the gain. It's terrific.

Don't speculate, invest GE Vernova. Even though it doesn't get a lot of analyst coverage, it's easy to see why Lowe's keeps making new highs and I still like it here even at these levels.

Capital One, COF, and American Express... I think they take them out.

American Express, the lower and higher-end credit card companies are challenging their old highs. I think they take them out.

SM St. The old St. Mary Energy. Um, all right. Listen to me. This thing I saw it downgrade today. They are doing not well... That is not a company that you want to own right now.

Home building is a terrible business right now. You can't touch this group until the Fed starts cutting rates. Poll Brothers, Lenar, KB Homes, all weaker, all toxic.

I have advice to the analysts who cover. They ought to look at the clarity that you're providing because that's why the stock should go higher. John Gibson, president CEO of Paychecks.

We own CrowdStrike and Palatoto Networks... while their stocks have been volatile at reporting time, the long-term direction is clear. It's higher.

they are going to be the the entertainment channel, so to speak, for the world. It's worth 542 billion. That makes sense to me... I am not going to tell you to sell the stock.

Marll's excellent company and they want a lot of business for some of the hyperscalers I don't know that's crazy Matt Murphy is doing a remarkable job the stock is starting to act right so by the way…

Eli Liy is still my favorite way to play the GOP. This one story... obviously we have one for the job and trust

Home building is a terrible business right now. You can't touch this group until the Fed starts cutting rates. Poll Brothers, Lenar, KB Homes, all weaker, all toxic.

Home building is a terrible business right now. You can't touch this group until the Fed starts cutting rates. Poll Brothers, Lenar, KB Homes, all weaker, all toxic.

Docu Sign. You know, I thought the last quarter was good and nobody liked it... People thought the revenues were too weak. I'm going to go with the flow and tell you it's time to sell.

We own CrowdStrike and Palatoto Networks... while their stocks have been volatile at reporting time, the long-term direction is clear. It's higher.

My fave is Capital One which just closed on a key acquisition Discover Financial. I think it's that it will turn its credit card business into an even bigger house. CO F.

Okay, this is high performance computing infrastructure and HP high performance computing is on fire. That company doesn't make any money, but I think it's a very good spec.

the stock now sold off to the point where I would not bet against it... And now you're getting a bargain. That's right. Am's a bargain basement price 13 times earnings... if you're looking for a barg…

I've always liked MP. It's just very recently people realized it's got great rare earth potential. Latinski's done a good job. It keeps losing money. That's unacceptable, but you can own the stock.

That's Michael Meback, CEO of Mastercard, MA. You know, you everyone knows I've liked the stock forever and I just Well, it's been right to life forever.

I like Loheed Martin too much to tell you to do that... every time I see I see Jim Tlet, I say to myself, why does anyone want to sell that stock with a 3% yield and a great book of business and a te…

Archer and Joby. Again, I'm going with them. Why? Because a news headline and it can be up 25%. That's what I'm looking for these days.

J bill is so terrific that even though it's up on a spike, Dave, I am again going to bless it. Why? Because it only sells at 22 times earnings and it's the kind of company you need to deal with right…

Next discipline, you're a little bit too overweighted in Crowd Strike, but I do like Crowd Strike very much. Why don't you take it down a percent? Just take it down to seven and then I think you let …

$10 billion chime. I want to buy it. I think it's going to be good. I think every analyst is going to come out and recommend it. I think you got a good price here by the next level at 25.

Jimbwx Technologies. All right. That's nuclear. And again, like, you know, nuclear. I'm not going to fight anyone who wants to nuclear stock. I'm going to bless it even though it's up very, very big.

That's why he in the lobby. He's the chairman, president, CEO of AV, AVAV. We've seen the stock go down before. What do I tell you to do? It won't be any different this time.

Archer and Joby. Again, I'm going with them. Why? Because a news headline and it can be up 25%. That's what I'm looking for these days.

There have been many, many times in my career that people have challenged Visa. Many times that people have sold Visa. Every time they are wrong and they will be wrong again.

Roblox goes higher. Dave Bazooki. It turns out to be the real deal.

Palanteer at 50. I said it's going to 100. At 100, I said it's going to 200. Can I wait till it gets to 200 before I have to raise my price target? But I will, believe me.

Haiko... that is an aerospace defense stock that that is such a good company... discipline always trumps conviction. I have conviction that the stock will go up

I think you're getting a tremendous opportunity with the Darden pullback today... With the stock selling for roughly 20 times this year's ear estimates, supporting a 2.7% yield, not to mention that $…

Got my blessing to put on a small position here, but you got to wait for a buyback before you buy more.

I think it's good for them and I think Union Pacific is the one that has lagged... I think it's a buy.

I would I would hang on to this one. uh the fact that it yields 5% I think that that's at 10 times earnings I think you can go to 12 times earnings.

big picture rock automation it's a winner from tariffs that force companies to move their manufacturing back to the United States

Jason Hollers the CEO of Cardinal Health CH and you know I've been saying for a long time this is the one to be in

I'm actually going to say that I think Nebius is going higher.

Job's real. I think Arch is real. I think Bowen's working on the same thing. But Joby is good and I'm going with it and I am with you

For the long term, I think Robin Hood's the safest way to play it, even as I prefer to wait for a pullback before pulling the trigger.

Do not be put off by the size of the jump today. It's not too late. In fact, it's early.

I'm not the call wing stop because I don't see what they have that I'd like to see. I didn't I don't see the visibility.

I don't think he's done. There's another act coming from Musk and I want to benefit from it. The robo taxi launch in Austin. That's right. Thursday, June 12th. Stock got two downgrades today. And you…

I've always liked AMD, as you know, Micron had a good quarter last time. I think it could go higher.

I understand the downgrades. Stocks up 5%. It's holding its own, but I think that in the long run, it has never paid to downgrade Mickey D's. It's the king. It offers good value and it's incredibly w…

I think Dell's incredibly cheap versus last quarter. The stock can go up 10 points before I would even think about worrying about it.

I think it gets to 110.

I went back and I changed the grade I gave Tesla. It's lower, but it may not be low enough because the world changed for Tesla and all of Musriia businesses the moment he broke with Trump.

I want you to be in Spotify.

I wish I could pound the table on the stock with it nearly 4% dividend yield, but the secular decline of the packaged food sector is just too powerful.

Reddit is a winner.

Oracle's gigantic data center buildout should start paying off soon. I think that they can show some very good revenue growth this quarter.

Yeah, I know it looks cheap, sir, but I've got to tell you that when I read what Mark Zuckerberg has to say, uh, you know, and look, he runs Meta, big company. He's talking about disintermediating ad…

Capital One speaking at a Morgan Stanley conference, which will be the first time it's told the story of its merger with Discover Financial, which I think will be huge, and that's why we have a nices…

By the way, this CEO called the bottom on our show. I thought it was pretty great. I'm going I think you can continue to win

Reed Elmer, RLX, two thumbs up.

I am I am never going to say a bad word about service now. If you want to buy some, I am certainly going to greenlight that.

Got hit by tariffs. Uh, as soon as you hear tariffs, unfortunately, the market runs. I agree with you that it's a great company, but I've got to tell you something. It's not a great stock.

you know, I'm not gonna really want to do a lot of China right now. I think that the president and China just don't feel that I just don't I'm not getting that vibe.

And I'm hoping that COF Capital One, which just bought Discover Financial, that it could enter the 52- week hollow ground. It's cheap. It'll have a gigantic buyback come June, July.

When you see Cracker Barrel coming down like this, you know what I think? I think it's a fine opportunity. This is a true turnaround story with a great CEO, one that I think will produce terrific res…

Chub is the one you want.

The stock's up on a real spike was up really big yesterday. It's a very hot stock. I would suggest buying it down 5% but boy do I like it.

I'm going to send you to Axon.

let me say that both of these stocks are tremendous buys. Capital One will be able to purchase a ton of stock come July. Wells Fargo will be able to save a ton of money

Okay. I like Viking, but I thought they were kept when they came on and therefore I'm going to send you to Royal. I think RCL is now the gold standard and that's the one I want to own.

Iron Mountain. No, not a fan. Yield too low. Not there.

I think we're in good shape. I think when rates just stay stable, we'll be fine. I think that the gardening season's coming along fine. But let me just say, people just look at housing stores and the…

I don't think I'd touch Dollar Tree down here

I got to tell you, I don't think I'd touch Dollar Tree down here and I still want to buy I would still buy Dollar General.

let's say you like HP Enterprise. Let me just tell you something. You will love Dell, which is a far superior option at this moment.

Capital One will be able to purchase a ton of stock come July.

this one's been just treading water because maybe they raised prices too much, but I think Chipotle's making a comeback. I want to be a buyer.

Alex Chris is really coming. He He did not deliver in a couple of quarters. I now think he is ready to roll. I like the stock of PayPal.

I that engineering construction but people have lost money more on floor than I actually did a study for Harvard that own floor and I said you got to sell floor no matter what.

I look I look wrong right now on Dober for the club. Thank you for the kind comments club, but I think I'm going to be right. Why? Because I think that that Tobin is very smart, the CEO, and the stoc…

Dell's AI business is on fire. And the fact it it's able to grow sales and earnings with all the headwinds. Well, that's enough for me to stay bullish in this company as a whole.

I like sirens and I also happen to like Brian Croanic, the CEO. I am partial. They make money. I think you've got a winner.

But don't let it get away from you because it is I would tell you this Netflix, this may be still the best growing stock in the entire market.

Oh, I like First Horizon very very much. I like it very much. I think it should be bought. It's a terrific situation and I'm still thinking that what the heck happened to that deal because man, whoev…

With the benchmark 10-year Treasury yielding 4.5% with a possible secular change against snacking, I don't think there's anything to wait for and so I won't wait for unless you think Campbell will ca…

I say you buy Uber. I think Uber is the right level. It's down huge since that interview. Bye bye bye.

I'm going to tell you this and tell you this, but good. I think this stock actually is going to go higher. Why? Because it's Brad Jacobs. He will not let it stay down here.

You know something, David, I'm with you. 7% yield. It's got to be something big coming out of that CGEN acquisition real soon about some hard to beat cancers. I am with Albert Borla and I am with you…

I do prefer One Oak more.

Lululemon, there you go. Ton of business in China. As a matter of fact, it's actually been a real bright spot. We did a piece earlier in the week that said that this could be a bottom for the stock a…

Gentex is down so much I'm actually willing to take a fly. I cannot believe how low it's gotten. It's a very good company. It is a tech company. I got to tell you, I'm going to say my highest praise.…

With the stock down over 20% today, I think it's worth to go just outright outright buy the stock on Monday. The sellers will be shamed. Fall into the gap.

Just own crowd strike. Don't trade it.

Now though, I want no part of it. Given the gross margin squeeze from the rising cost on everything in the can, and the can itself, oh, let's not forget the rise of GOP-1's weight loss drugs

After the close, we get from results from Broadcom, the trillion dollar tech company that no one seems to ever heard of. I think it's having a bang up quarter.

I believe her got my blessing to buy the stock on Monday, especially if President Trump keeps trashing China over the weekend and people dumped the stock even though Abberries made itself pretty Chin…

I am not inclined to give them the benefit of the doubt again. Fool me once, shame on you. Fool me twice, shame on me.

No, we are best of breed operators here. That's who we are. We buy best of breed and that means we can buy McDonald's if you want to substitute for Wendy's, which I have not liked for a very, very lo…

I think of the ones that are out there, this is the best. Okay, how's that? This is the best. And if they got any good news beyond what they have, the stock probably goes to 25.

I'm going to suggest a stock that I think is better, that has more hype to it, that has more pizzazz, that everybody loves. I'm going to suggest Palanteer, also known as known as Panter by people who…

We buy best of breed and that means we can buy McDonald's if you want to substitute for Wendy's

Idex. Oh, Idex. All right. Look, this one's had too big a run. I'm not there for it. I'm sorry. I 42 times earnings. There's a lot to pay for that kind of company.

I am surprised this stock is all the way down here. Vlad Shores is really good. I think that this is a buy, but you could say, "Hey, Kramer, you're biased. You got to deal with him." But I'm just tel…

No, you're not thinking of buying. You're going to buy. This is the single best buyback. The quarter was very good. I am actually surprised that the stock isn't up even more. It sells at only 24 time…

I want you to buy Reddit here. Now, let me tell you something. This stock has been coming down. It was a short squeeze. It went all the way up to 200. That shouldn't have happened. I think Steve Huff…

I like the setup for Lululemon heading into next week's earnings report. I think it should be bought given that expectations for the company are now lower than at any point dating back to mid 2024 wh…

LDOS Lidos. I like it. I I you now look I am worried that the defense budget may be cut, but this is Homeland Security. I think it's a good opportunity. The stock's come down a great deal. Let's pull…

IBKR. Should I start with a brokerage firm that is very, very smart and very well-run. And I do like brokers, particularly those that are enable to let us do what we want, and that's one of them. I s…

But why don't we just buy GE Vernova? I mean, you know, it's been a winner for the club. I think it could go higher. I really like it. Uh, look, they're both parabolic. New scale has been straight up…

I think oil is going lower. I think it goes to the 50s. I think it's part of the president's plan to be able to reduce uh the inflation rate. However, it does yield 5%. I don't want to reach for yiel…

I want you to stay long those couple hundred. I would even be tempted, dare I say, and not just cuz the Knicks uh well, no, the Knicks are not really uh I would actually buy the stock. That's right. …

You know, I'd rather be in the Phillips, the PSX. See, that's kind of a battle going on there, you know, and we uh we can see what happens. I I think Valero's already had too much of a run.

Tesla, the tech company, is much more powerful than Tesla, the automaker. And that's why the stock finished up nearly 7% today. Start understanding that that's what matters.

Oakla's got technology. No doubt has technology. It is literally 5 years behind GE Vernova. 5 years. And I think that I don't have the time for that, but I can just go by GE Vernova.

Selling Nvidia here, it's like selling the steam engine 200 years ago before it really got rolling. All aboard.

I suggest that you calm down and you buy GE Bernova, which has been such an ups and also has Nat Gaz.

Tim Cook will have the best. They'll have the best AI. Cook's Northtore is client satisfaction and over time that strategy is a proven winner.

TJX may be the most undervalued stock in our entire portfolio. Why? Because it had the huge selloff. We now wait a couple days. It's probably going to rally.

Ralph Lauren looking really good after that quarter. The the sellers were wrong yesterday. They they knew nothing and the buyers who sent the stock back up were dead right. More important this thing …

Analysts have been climbing up all over themselves recommend the stock ahead of the quarter. I think they're right. I think the numbers will be tremendous Wednesday morning.

Navat. No, that one's done. That one's done. I mean, look, it's terrific. What happened? But you just had a gigantic game. It's almost like a takeover. I say take your money out that you put in and t…

I bet we'll see and hear more about the software side of Nvidia going forward, including this call because that helps explain why the stock could still have a lot more upside.

Eli Liy. Okay. Eli Liy. We bought some uh just the other day for uh for the travel trust. Why did we do that? Because it's down very big and yet it's been beating Novo Nordis over and over and over a…

I don't care for the stock of Hallebertton. I like slumberj.

It is imperative that Dix explains it rationale for the Foot Locker deal. Maybe the stock can get uh some footing, but right now people think this deal is a gamecher in a real bad way for Dicks.

I do expect Dell to be darn good. I bet they pull back a ton of stock just like Michael Dell said he would if the stock went down.

I like Bitcoin even up here. I would be a buyer of Bitcoin, but I got Bitcoin.

Oh, the Dutch Bros. The Dutch Bros be going higher, sir.

I think Boeing goes higher. Okay. I think that Kelly Orbrook's got a handle on things. Bill, it's an up stock.

If you if the stock gets hit, please do this. You should just go buy it because management will be right there alongside you buying it after a few days. What a horse.

Roycom is good, my friend. It's one of my biggest positions for my terrible trust. This stock has been a horse. And I got to tell you, as far as I'm concerned, even up here, cuz it's in the data cent…

I happen to like Kroger more, but I've got to tell you, this is a survivor, and I think that Albertson's going to keep going higher.

I'm thinking that even though Uber is up 45% for the year, you ain't seen nothing yet. I think the stock can go much higher over multiple years.

Again, that's why I think TJX stock represents the best value right now.

you want to get into all of them before everybody else figures out what I just told you.

new core sells at a price that looks very cheap but if we have a recession people keep dumping the stock. I want you to own this for the long term. I think it would be a terrific situation, but don't…

But I've been against this stock for so long. I first discovered it at 18. Maybe that should be the price target.

I think his stocks deserved to roar because if the main question for Live Nation was whether the softer economy would start impacting their business, well, the answer at least as three weeks ago was …

Genova is made for this moment. This is the one big stock that survived the making and passing, at least in the House, of that big, beautiful bill, and I bet it keeps winning.

I happen to like silver very much and from the old days I remember from Bill Fing Pan-American Silver is the best silver mine. So I think you got something going there.

Oxidental is not going to go anywhere. I wish I didn't have to say that, but I don't see this company getting a bid and I don't see oil going higher.

I think it is getting a little toppy. I think the market's getting a little toppy and Micron's going to go with it now. It's it went down to 66. I think it could go down to 80 without a problem and t…

I think Marbell is right to be bought here. I think Matt Murphy did a fantastic job. There was one little glitch involving one customer and it wasn't it wasn't life or death. This level at $60 is a

You're 21. You're 21. Let's put our money with something that is going to make a little more sense than Lucid. I think that if you wanted to be in that area, if you wanted to be in that kind of progr…

Mike, that was a bad miss. That was a bad miss. And I that's a high growth company that had just been building up ahead of steam and I cannot recommend that company because that was an unfathomable m…

I actually think you'd buy Accenture. I I've been listening to Julie Sweet. I think she is smart as a whip. And Accenture may be a company that can really help a lot of companies right here.

Or take the stock of Tesla, which you know I like here. Today, my colleague David Faber interviewed Elon. He crushed it.

It takes a lot to buck the bomb voters, but G Vernova has not one, not two, not three, but four secular trends going for it.

I think that Broadcom, which went down really hard, is the one that I think can go up. It was up today.

Now that the IPO market's making a comeback, I think it can continue barring any additional insanity on the tariff front. Same goes for M&A. So, if I'm right, then Goldman Sachs will be the biggest w…

Jim, is Chile's parent Brinker International a baby back by? Yes. And I'll tell you what's most annoying to me. Once it started going down, the analyst said, "Well, you know what? I guess that's all …

How about a flyer? How about VF Corp? Now, listen to me. The apparel company fumbled last time. I get that. But CEO Bracken Daryl, you may remember him from Logitech. He's a great operator. I bet he'…

And absolutely. I think Visa is sensational.

What do you think of UTI? I think it go way higher. Okay. Uh this is what we need in the country is trade school and I think that it jives very well with where we are in the economy.

I am not happy with United Health and I would sell I would use strength to sell even more. Why? Because we got to find out about what Justice is going to do.

Uh at seven times earnings though, I think you want to own this one even if their forecast isn't a thing of beauty.

Now, speaking of of going down after a good quarter, the worst offender of all might be TJX, which oddly may be the best of the retailers right here.

that's not how I feel about Snowflake, though. The data storage and analytics company with a business that is on fire. Last quarter was terrific. I think this one will be, too.

I suggest you look no further than Ralph Lauren, which is captained by Patrice Lay, a man with both excellent taste and the intelligence to tell the story to every age group. Ralph Lauren reports Thu…

You know what this Rocket Labs initially I have to tell you because I don't like companies that lose a lot of money. I was skeptical, but so many companies need to put up rockets. I think it's actual…

Intuit is a stock that's been all over the map, but the company's a godsend for small business owners. The stock's expensive here. I think it's worth it.

I have to tell you, I like it long term, and it's down 2% for the year, well off its highs.

These guys are excellent operators though. So I don't think that will happen again. I'm inclined to be in favor of Deckers ahead of the quarter here.

I think Cisco did a better job this quarter and is taking some of their business. I'd rather have you go with Cisco, which is a much cheaper stock.

I've been telling people in members of the uh of my CNBC investing club, the Capital One is my favorite stock right now on the Charitable Trust. Even as it just gained almost 20 points this month alo…

Now, I've been telling you to buy the stock at Dutch Bros for ages. And sure enough, when the company reported last week, it delivered yet another great quarter, sending the stock up 8% the next day,…

Walmart's one of the rare companies that can cope. Sure enough, the stock rallied from down three and change and almost back to even. And I think the cynics who don't believe that Warren can handle t…

And I think it go even higher now that Jensen Wong, the CEO, is about to go to Taiwan to spread the GPU gospel next week. I'm expecting some big orders over there.

If you want to be in that industry, you have to buy Lamb Research. That's the best one.

No. FR. Engineering construction. We're going to buy letter J. We'll buy Jacobs. Now, I've got to tell you, the best one happens to be private, which is Beck, but the next we'll take J.

Boeing just won the biggest order 150 jets it's had. It's a deal the president helped broker when he was in uh the Gulf. Every country we trade with wants to extend an oil branch to the White House. …

No. And what you want to do is you want to buy the one that's not going to stock split, which is AutoZone. Take a look at that chart. Well, you'll see how real nice move.

I think Reddit's absolutely worth buying at these levels, even after today's monster move

This morning I said uh that Palanteer is going to $200 and that is up 70 points from here. I do not want you to laugh at me. When I when it was at 50 I said it would double and it did. Why am I so co…

I think Loheed Martin, you start a position right here. I would have no problem buying a stock that Jim Taclet uh is in charge of and that has sells for only 16 times earnings.

Asterial Labs is a company that is incredibly wellrun, that has tremendous growth, but like many other companies that stock has come down in value. I actually think it's a good place to buy given the…

I think it makes a ton of sense to start a position in the stock right now, if only because of the amazing Skyrizzy and Renvoke imunology drugs as well as Botox

I think that FedEx is going to clean their clock. Frankly, I think that uh Raj Supermanian's a better operator and you're on the wrong horse. I'm sorry. I thank you for the kind words, but you are on…

I think it is going in the right direction, and I would be a buyer of AT.

Oh, I like SoFi. Look, we've been back to, you know, Anthony knows, we have been behind this thing the whole way. And you know what? It gets thrown back at this level. I am not concerned. I think it …

You know there's been a bunch of people who don't like Roku. I'm not going to join that gaggle. I think the stock has some upside because they are doing some pretty terrific things in streaming. So I…