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Hey, I'm Kramer. Welcome to MEV Money. Welcome. Welcome to Craig America. I'll be with friends. I'm just trying to make a little bit of money. My job is not just to entertain you, but to educate and teach you. So call me at 1-800-7-for3 CBC tweet me. Jim Cramer. On Wall street, we've all been conditioned to believe that good news is bad news and vice versa. If the economy's too strong, we can expect the Federal Reserve will raise interest rates bad for growth. And if economy is weak enough, the Fed will cut rates good for growth and the stock market. But sometimes bad news really is bad news. Like the very weak employment numbers we saw this very morning. Something shows the economy is producing far fewer jobs than expected. Like many others, I was rooting for a weak labor report in hopes of lower rates, which usually means higher stock prices. Unfortunately, we got something so weak I didn't want that that it feels like even lower rates won't resuscitate things. Which is why the Dow went up initially with them. When people looked at numbers and they realized they weren't so good and it lost 220 points, SB shed.32% and the NASDAQ declined 0.03%. And that's what happened today when we discovered that this gigantic economy is simply not creating jobs in any meaningful quantity. And the Fed may not be able to stem the tide with just a quarter point cut, which is what's expected. If that's true, then corporate earnings may be coming down and credit, which has been robust, might get tighter, leading to rise and defaults. Hence why the banks led the entire market lower today. Sell, sell, sell. Now, before I talk about what's coming next week, let me put it a little ray of sunshine in the equation. I still think bad news is only going to be good news because unemployment isn't really spiky. We have lackadaisical job growth. And rate cuts will stimulate the weakest part of business, which is housing. I always say that housing punches above its weight in the economy because when you build a house, a lot of things happen. Beyond hammers, nails and wood, the process of buying a home entails endless different kinds of transactions of the financial retail variety. Home sales, by the way, are currently at a more than 40 year low. Conversely, a billion say of dollars being spent on building data centers, they can be erected. That puts some people to work, but once they're up, only takes a handful to run them. I've been in one. Sure you'll use A lot of chips from Nvidia and Broadcom. What a stock. And tons of metal racks and concrete, some cooling equipment, plumbing. But beyond that, not much at all. Homes, on the other hand, allow all sorts of companies and all sorts of people skilled and unskilled to be put to work. After all, artificial intelligence still can hammer a nail or hang a roof. So I'm not going to be a doomsayer here. I will say though, that lots of stocks have moved up a great deal and sometimes we forget that we are indeed in the month of September when money managers look for any excuse they can to ring the register. That in mind, let's take a look at what's on tap for next week. Okay. We're going to start Monday with one of the best retail concepts around. And you may not know it, but I want you to learn about it. It's called Casey's General Stores. This company has 2900 convenience stores in 20 states and a breakfast pizza that's more than just a gimmick with we love these guys. Now we can make a ton of money owning an Apple like Casey's that dominates in the smaller towns that it operates in. You know, we had Casey's on back in June and I was stunned at how loved their stores were and I was stunned about how much I like the breakfast pizza. And we were thrilled to hear that the regional going international story is alive and well. They report at the close. I'd be willing to buy some both before the earnings and after. It's just the kind of out of the way story that could work in this tape. The not worried about tariffs here Tuesday, Oracle reports. And for the longest time, Oracle could do nothing right as a software company. But ever since it reinvented itself, or more accurately, ever since Larry Ellison and Safra Katz turned the place into a data center kingpin, it's been doing nothing but net. You saw some of that excitement today when Oracle stock jumped more than nine bucks on news of a further expansion in their data center strategy. Remember, right now the markets turn fickle. So it's entirely possible that a good set of numbers will spur profit taking. Oracle smoking hot stock. Unless the results are truly incredible, like the aforementioned Broadcom, which delivered amazing numbers last night, it may not be enough to move the needle. Now here's something that could move the needle though. Apple. Yes, Apple's rolling out the iPhone 17 line of products. And I like what I'm hearing, which is crickets. Yes, it's supposed to be what's called an all dropping event. But like so many things that Apple does these days, nobody on Wall street seems to care. Good things. The rest of the world does feel differently and does care. Apple remains a maligned company with the best pure products in history. As long as that's dichotomy, well, you probably know exactly to say own it, don't trade it. Here's one worth watching. Drone maker Aero Environment which reports Tuesday after the close we had the moment they reported last okay, and I love what I heard, but I felt like I was alone. Stock was doing not nothing even when dipped. Then obviously when I talked it up on Squawk on the street, the darn thing levitated and it never came back down. I said right here and you can see. Nice move. The defense budget is rapidly evolving. We recognize that drones are a more efficient way to make war than other let's say that have about $100 billion fighter planes. Again, like Oracle, good number could be met with profit taking. But I'm mindful that our environment's got a terrific story to tell. You know what doesn't? GameStop? Its chief claim to fame is its surly Chairman and CEO Ryan Cohen maybe has something to say. Maybe his accolades and minions will care. Or maybe GameStop will once again find a new way to disappoint. If this market's going to shrug off today's bad is bad rubric, we'll have to see some good news on the inflation front. Something that will allow the Fed to cut interest rates more aggressively than we think they're going to cut right now. I don't know if that's possible given the fluid tariff situation, but we will know when we get the Producer Price Index on Wednesday morning and the Consumer Price Index on Thursday. Tame numbers could reset the narrative, but again, I caution that there's nothing bullish that really happens throughout much of September, just sporadic moments. On Thursday we hear from Kroger, the supermarket giant, and it's a much like story, in part because it's been able to hold prices down for the consumer. I'm more keen on Costco Walmart as you probably know, but Kroger has been known to rally on good numbers and and I think deliver again. This time around, however, I am not sure about the stock of a one time favor of mine, Adobe, which has fallen dramatically out of favor. Not unlike Salesforce, which reported a big upside earnings surprise this week, but it meant nothing for the stock, ostensibly because it didn't lift guidance enough, but more likely because the Wall Street Fashion show has turned against their Software as a service business model like Adobe has. Why? Because money managers are under the impression that this kind of model is vulnerable to artificial intelligence competition lost in the shuffle. Adobe's got the best product. I no longer think that may be enough to propel a stock higher come Friday. Well, this is what typically happens. We most likely have to get back into the habit of expecting tariff news, perhaps the long awaited semiconductor import duties. It's been hanging over us. Maybe we'll get deets. The sooner we're finished with the tariffs, the better. But perhaps the only decision nullifying most presidential tariff forays by the Supreme Court will ever let that happen. The bottom line as we head into the next week, keep in mind that we're stuck in the month of September, a historically terrible month for the market where bad news is bad news and good news is fleeting. It's not the end of the world, people, but it is an awful stretch of the calendar. Can we go to Leslie in California, please? Leslie, Jim, club member often. Easy question for you, Jim. Northrop Drummond, Buy, sell or hold? I'm going to say we cold. I don't like the traditional hardware defense stocks, particularly if they're up a lot, which happens to be the case of Northrop Grumman. So I'm a little profit taking there. It's a little market above the market multiple. Let's go to tie in Arizona, please. Tie. Hey Professor. Booyah, booyah. Right back. Thank you for giving me tenure. How can I help? I'm a little bit worried about this company. I've owned them for a long time. They aren't growing, in my opinion, at the right rate. They're not doing much. I just don't see the leadership behind this, in my opinion. Doofus. Steve Squeery, what do you think about American Express? Oh my God. I think she's. I'd have to. I don't like to come out against our viewers, but I'm going to have to be 100% against you on this. I think Steve Squery is a remarkable executive and I am harsh. I am hard pressed to criticize a company that hit an all time high on this very day. So I'm saying, all right, going in next week. Remember where we are at this point in the calendar. September is historically a bad month for the market. And while it's not the end of the world, it's usually a real tough stretch for stocks. Kind of keep that in mind. Well, man, money football season kicked off last night with my beloved, beloved Eagles beating the Cowboys and every year. We like to start the season with a fantasy football stock draft of our own. I'm sharing the players and the stocks that I'm picking. I'm a little longer on the stocks on the players in the stocks tonight. Okay then, Reddit and Robert are just. Robert, by the way, just joined. The S&P 500 have been hotly debated on Wall street. But how is the consumer feeling about those two names? I'm getting the latest from the data company 100x and Lulu Lemon got crushed today after earnings and I think that was really a sign that could have been predicted. Well, I'll reveal what it was.