It is time. It's time for the light se and then the lightning round is over. Are you ready.Ski de light. Let's go to Stanford in California. Stanford, bring it.Hey Jim, how you doing today. Couldn't be better. How about you Stanford.I'm doing great. Uh, I want to get your thoughts on Boeing. Here's my thoughts on Boeing.Bye-bye. Byebye. Fair enough.Let's go to Andrew in New York. Andrew. Booyah.Jim. Booyah. First time. Long time.And on my birthday. Oh, happy birthday, man. Happy birthday.Thank you. Thank yo ...

reasons. >> So how about it. >> Thanks for watching.Fast Mad Money starts now. >> Hey I'm Cramer. Welcome to Mad Money. Welcome to Cramerica.Other people make friends. Hey I'm just trying to make you a little money. My job is not just to teach you but to educate entertain too.So call me at one 800 703 CNBC or tweet me at Jim Cramer. In any given market, you need to understand the themes what's really going on, not in the averages, but underneath. So on a day where the Dow lost 224 points as we shed 0.88%, b ...

In any given market, you need to understand the themes, what's really going on, not in the averages, but underneath. So, on a day where the Dow lost 224 points, as we shed 008%, but the NASDAQ, where the hottest stocks are, gain 35%. Let's take a moment to figure out where the money's going and where it's coming from.Let's do the winners first as they are stark and glaring. The first and most exciting group are the tech companies that suddenly feel like they've been immunized against tariffs. Yesterday's sh ...

It is time for the final trade. Let's go around the horn. Courtney, uh Ralph Lauren, we talked about this earlier, but I think in this space, especially with a higher income consumer, it's probably going to hold up better.I'd take a look here, Karen. Yes. So, it was an outstanding day for Novo in a in a period of time of which they had very few, but I actually think maybe this is the beginning of a turnaround for them.So, you know, I do own Lily when he's adding to Novo North. Certainly gives the new CEO a ...

Market Dynamics & Competition - Novo Nordisk's oral wegovy shows promising 16.6% weight loss with good tolerability, potentially shifting the oral market split [3][4] - The oral wegovy faces a "food effect" issue, requiring specific consumption conditions (fasting, water, waiting 30 minutes), potentially limiting its use to maintenance after initial weight loss with injectables [4][7] - Manufacturing costs for oral wegovy are higher due to the larger peptide dosage (25mg) compared to the weekly injectable (2.4mg) [7] - The weight loss drug space is experiencing pricing headwinds and some pricing concessions, potentially influenced by the CVS exclusive deal [8][9] Company Performance & Expectations - Lilly's stock experienced a significant drop (down 14%) due to data expectations being set too high (above 15% efficacy), raising questions about the long-term strength of their franchise [1][2] - There was a disconnect between Novo Nordisk's positive presentation of their data (27 pounds average weight loss) and the market's expectations [9] - Companies need to learn from competitors' successes and failures in managing expectations and messaging around drug data [13]

[Music] Welcome back to fast money and earnings alert on block spiking after hours. The payments company missing top and bottom line estimates but boosting fullear guidance. It's conference calls underway.CNBC's Mackenzie Sagala is following the action. Hey Mac. Hey Mel.So Block shares popping as much as 11% in the after hours though it is pairing those gains now but it shows that investors are clearly willing to forgive that Q2 miss on earnings thanks to the company's outlook for the back half of the year. ...

Intel's Challenges and Uncertainties - Intel's stock performance is underwhelming, potentially influenced by tariff concerns and operational challenges [5][6] - Intel faces difficulties in delivering competitive products compared to TSMC and Samsung [8] - Intel's $28 billion fab project in Ohio is paused and delayed, potentially indefinitely due to demand concerns for the new 14A node process [5][7] - Uncertainty surrounding the CEO position is detrimental to the company's stock [6] Potential Solutions and Opportunities - A potential breakup of Intel could unlock value from its chip design (x86 processor) and foundry businesses [10][11] - Nationalization or government investment in Intel is suggested as a possibility, given its status as a potential national security asset [11][12] CEO and Leadership Concerns - President Trump called for Intel CEO to resign due to conflicts of interest [1] - Replacing the CEO might worsen the turnaround, as it takes time for a new CEO to become familiar with the company [9]

Is the recent momentum in Apple a sign that the long struggling stock is getting rerated. Timothy, I will start it off with you because you brought up this notion that maybe Apple is moving out of the the slump that it's been in because of this lift from President Trump. >> Although you use my my full given name, so I feel like I'm in trouble.But yeah, I think there's a chance here. I I I think it's less about the headlines, the pictures in in the White House, the the the chumminess. I think Tim Cook has do ...

Well, joining me now for more is Andrew Shannon. He runs Procure Space ETF, ticker UFO. It's one of the largest funds dedicated to the space economy.It was the first one out into the marketplace. And of course, you're also the CEO and co-founder of Procure AM. It's great to have you here. >> Great to be back.>> What are your thoughts on this Firefly IPO today that we got. It was 25 times overs subscribed. And Firefly just sort of dovetales into what we've already seen from some of the other what I would cal ...

Financial Performance - Block's Q2 adjusted operating income beat expectations by approximately $100 million, a 20% increase [2] - Block is raising its guidance by over 2%, specifically 2.4%, a significant achievement [2] Company Strategy & Growth Drivers - Block possesses a unique two-sided network with Cash App and its point-of-sale business [4] - The company has the potential to connect its ecosystem, creating a network effect unmatched by competitors [4] - Continued execution, coupled with crypto initiatives, positions Block for future growth [5] Industry Context - Block's raised fiscal year guidance demonstrates management's confidence, contrasting with other fintech companies [6] - Unlike some peers, Block is showing a true raise to the fiscal year guidance [6] Market Perception - The market reacted positively to Block's Q2 results, with shares trading up 10% [1] - Analysts anticipate continued upward movement in Block's stock [3]