It is time for the light round convention talk. Bye bye bye bye bye bye bye bye bye bye bye bye to the top of my st and then the lightning round is over. Are you ready Steve time for the light round start with Lou in Pennsylvania Lou.Hi Jim, I agree with you that the market overreacted last week to the weaker than expected data for the oral form of Montaro, but others are beginning to buy the dip for Lily. You too, or give it more time just to let the >> Look, I you I got a meeting Thursday for the investin ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra, my friends. I'm just trying to make you a little money. My job is not just to entertain, but to educate, to teach you. So, call me at 1800743 CBC. Tweet me at Jim Kramer. Normally, when the government gets involved with business, you expect it's going to be bad or at least bad for the business in question. In this country, we like private industry to stay private, and we want its interactions with the federal government to be as minimal as possible, unl ...

What does the next app look for Serence AI which makes AI powered user interfaces for the world's leading automakers. The company has spun out of the old nuance com communications uh back in 2019 and it stock caught fire in the early years of the pandemic like other AI plays came right back down in 2022. Around this time last year was far too small for me to talk about on air.Then last October, the company brought in a new CEO, Brian Krzanic, best known as the former CEO of Intel. And earlier this year, its ...

Is that why for instance that Mercedes uh is a new partner because I felt that you know you that's a pretty hard partner to beat frankly. >> Yeah. Yeah.You know I mean there's a few things that differentiate us in this industry. One strong automotive experience. You know there's thousands of instructions that are unique to automotive that you have to have the artificial intelligence and the and the the models and the history of the data sets to to really run the car.Right. open the windows, close the the th ...

>> Thanks for watching. Mad Money starts right now. >> Hey I'm Cramer, welcome to Mad Money. Welcome to Cramerica.Other people make friends I'm just trying to make you a little money. My job is not just to entertain but to educate and teach you. So call me at one 800 743 CNBC or tweet me JimCramer.Normally when the government gets involved with business you expect it's going to be bad or at least bad for the business in question. In this country. We like private industry to stay private.And we want its inte ...

Yeah, like we talked about Bentley, this is a software name with proprietary data and they're ready for AI. >> Dan, >> the breakout of GDX2 gold unquestioned. I think you stay in the GDX, >> Dan.>> Yeah, monday. com had a bad case of the >> days. You've been waiting an hour.I really have. Um I do not think you buy this >> things you learned in the commercial breaks. Shout out to Sarah Palin.Big fan of the show. >> Huge fan. Stop watching right now.and Rug Gay. Gilead breaking. ...

Some of the names leading the losses. For more on the weakness in software. Jefferies.Brant Thill joins us now. Brant, great to have you with us. >> Thanks for having me.>> So we talked about this last week in terms of this whole notion that AI is threatening the software space, and you're seeing names. We mentioned a few of the losers today, but Atlassian CRM, I mean, these are stocks that are down more than 20% year to date. What. What is going on here.>> Investors are fearing that AI is going to eat soft ...

For more on the China trade developments, let's bring in CNBC contributor Dardrick McNeel, who served in the Obama administration. He's now senior policy analyst at Long View Global. Deardric, great to see you.Um, I want to pick up where Dan left off and that is we sort of or the Chinese now have a window as to how to proceed with negotiations more so than they did before perhaps. I mean, I you know, somebody I I read this somewhere, the monetization of US trade policy is what we're witnessing right now. yo ...

There is a lot to unpack here, but it's interesting that Aean brings up the the national security point because remember that's how this whole thing got started in terms of requiring export controls on this very unique sector as a said it's because of national security effort and all of a sudden 15% it makes that go away seemingly. Let's hone in on in Yes. And we're going to discuss AMD and Nvidia and what appears to be, you know, paytoplay type of thing.But, you know, the Intel calling for your res calling ...

Okay. Well, we'll watch that and other types of inflation as well. Let's square those circle earnings out tomorrow morning now with Owen Laauo from Oppenheimer.Owen, what do you have to believe about the future of this company to feel like you can buy it here uh even around these earnings. Yeah. Uh first of all, thank you for having me.I think you have to believe the huge disruption circle and USDC can uh do in this market. There are a couple of areas that they can do. First one crossber payments.The second ...