Transcript
Jim Cramer (0:00)
Meet Venu on the NYSE American Symbol Venu Disrupting a multi billion dollar live music industry, Venu owns and operates upscale music venues, outdoor amphitheaters with seven revenue sources, $166 million in assets Luxury suite sales of $77 million in 2024 $200 million expected in 2025 56% year over year Growth venue on the NYSE American.
Homes.com Representative (0:29)
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Jim Cramer (1:22)
My mission is simple. To make you money. I'm here to level the playing field for all investors. Always a bull market somewhere. And I promise to help you find it. Mad money starts now. Hey, I'm Kramer. Welcome to Money. Welcome to Kramer. I've been my friends. I'm just trying to make you a little extra money here. My job, not just entertain, but to educate, teach. Call me 1-873CBC tweet beach and Kramer. When people think about an exciting time for stocks, they think of the next two weeks. That's when some of the most important consequential companies on earth report practically at the same time. Throw in the actions of the new president and all I can say is we are not going to have any idea what the heck we're doing until we have time, probably at night, to sift through all the data points and study all the conference calls. Yes, eight times a year, two weeks, a quarter. You have so much information to deal with that it's. It's impossible to not make mistakes unless you take my advice and do nothing but listen. It's the only way you won't hurt yourself. Compared to the next two weeks, today was easy. Dow dipping 141 points. This be declined point to 9% Nasdaq losing 0.5% and Nasdaq. But did I mention in videos down okay there I said it. All right. Now what is exactly the game plan? Well what I've done is truncated and just focus on some of the bigger ones but there's so many others that I could have focused on. We don't have all day here. Next week starts out common off when we hear from fan favorite so far Monday morning. Now I've been championing this fintech company and CEO Anthony Noto for ages but it was one of the most heavily shorted stocks out there and they've been keeping it down for no reason. I expect good numbers and the shorts are going to continue to be routed AT&T reports too. And given that a rise Verizon it didn't stink up the joint. I have to think you'll be fine. Tuesday morning we are from General Motors which delivers usual great numbers and after a nice opening it will drift down and remain one of the cheapest stocks the S and P because in the end it sells cars and the market only has eyes for one automaker, Tesla. And that's got nothing to do with the car business. After the close we hear Brian Niccol lay out his vision for Starbucks. Now we own the stock for the Travel Trust and I think it might be worth buying after we hear the new plan. I believe in Brian. He did an incredible job turning around Chipotle and I bet he can do the same thing with Starbucks. Remember when I said this week's too difficult for snap judgments? The Federal Reserve doesn't make it any easier on Wednesday when it tells us this next move. There was a time when we thought that we'd be getting a nice rate cut right about now and the stock market would plow forward. But when American Express says today that its millions of customers are spending like mad, the Fed can't possibly give us a rate cut, can it? Now if they do cut on Wednesday, it means Jay Powell has caved President Trump's demand for immediate rate cuts. Too crazy for this guy. People, good day to sit on your hands because it's a no win situation for Powell and I don't want to get caught in a Trump pal dogfight. At least Wednesday starts with the predictable which is T Mobile's earnings. Lately the stock's been beaten down. That's precisely when you got that's the best setup for the stock if you want a post quarter rally. Now Same goes for ServiceNow. Now ServiceNow, let's listen to this. This is the quarter where ServiceNow will report a number that sends the stock down in after hours trading and you have to buy it right then and there because it will rally huge at the opening the next day Thursday. Time and time again this happens. It goes down after the report. Why it's pushed down by short sellers trying to keep it down and then it opens up gigantically when the shorts again are routed the next day. ServiceNow doesn't even know how to miss. Set your clock to this one. At least until some company actually attempts to compete with their artificial intelligence savvy. Buy that dip. And I almost never advise buying after hours but I am doing it right now for service. Now how about two wild cards? First is a Microsoft. Now this has become a battleground stock because its aggressive data center build out a so so far failed IPC Got a call as I see him a possible fallout with OpenAI and the possibility the co pilot is nothing but Clippy too. Yes, that little paperclip that almost ruined Microsoft Office in the late 90s. I keep trying to figure out how CFO Amy Hood can be positive to her on her part of the conference call which is really frankly the only part of the conference call that matters because she handles the guidance and the guidance is the guidance. We paired this one back for the travel Trust and if it weren't for the fact that Microsoft has installed base to beat the ban, I have to tell you we would have sold our entire position. The second wildcard metal platforms. I think the company will talk about dominance. Visceral, raw dominance both on the top and the bottom line. Look out. Tick tock. You think you're so darn hot. But Mark the hunter Zuckerberg has you in its sight his sights. I for one am glad that Zuckerberg's an American. I bet he does the quarter in Oakley. As you know, the Oakley is they're cool. I have the Ray Bans. I don't have the Oakleys. Apparently you can't get them yet. All right then there's Tesla. Now I think Elon Musk get this. I think he could sell tickets to this conference call. He could command $1,000 easy. The last time Tesla reported missed numbers badly and then proceeded to have one of the biggest runs ever just soared that number. I've got to say I figured it out. Actually Morgan Stanley's Adam Jonas figured out for me he calls Tesla after that quarter and a I etf. People want an ETF so they buy the stock no matter what, especially if it's down the next day. I Want you to own Tesla. Just own it. Thursday morning starts the Caterpillar, which is conference call stock, meaning you can't make a decision till you hear the call because that's where you learn about the future. I think the stocks had an amazing run, but cats no longer cyclical. It's a secular grower because CEO Jim Humblebee has maneuvered his business into more consistent end markets. I said this yesterday at the beginning of the CNBC Investing Club conference call after the close. We have the most widely anticipated disappointment that I've ever seen. I'm about to be facetious. I want you to hear this. It's facetious, but here's what we're going to hear. Let's see. We have horrendous Chinese cell phone orders, no lift from new AI, a surprising slowdown in service revenues, lackluster vision pro sales, and of course, a radical chop to the forecast the rest of the year. All way below the consensus there. That's everything I've heard about Apple. Apple for the last two weeks. I just hear. And since the year began, I just keep hearing that over and over again. But if everyone knows it's going to be worse than expected, can it still be worse than expected? How could it be a surprise? If everyone expects the worst and we get the worst, will the stock still get clocked? Kinda, yeah. Because Apple's price for slightly better than expected set of numbers and we won't get one. But second, why not dump it? No, I still say own it, don't trade it. Because I believe Apple's an amazing company with amazing management. Whatever goes wrong will be fixed. I just don't know when it will be fixed. Historically, you're better off sitting tight than trying to trade this one. My channel trust has such unbelievable forms in the stock precisely because Apple controls its own destiny. Not that hard to do in. Management's fantastic. And the product superb. Oh, intel reports. So let's hope they have a way to raise cash. Different story than from Apple. They need it. The balance. She's heinous. You can't own the stock till they fix it. Finally, Friday brings numbers from oil giants Chevron and Exxon. I don't want to own the oils here because who knows? If they cave to President Trump and start drilling like mad, I think they're going to stay disciplined. But if Trump wants more drilling, do you think I'll pick on the little guys? No way. He'll go straight to Exxon and Chevron. Oh, and if it weren't enough for this week, we get the Fed's favorite inflation gauge. That's the PC deflator number. I think it won't be cool enough. Too much spending for that to happen. The exhausting bottom line. Look, it's a sheer hell week. Our heads will be spinning, swivel like lazy Susan even as each day you can expect a flood of earnings and a soundbite from President Trump that upsets whatever order they might be. Like I always say, don't try to make decisions during this period. Just listen. It's too hard and I don't want you to lose money just because this is one of eight super exciting weeks of the year. Bob in Tennessee. Bob.