Welcome back to Squbox. This morning, Microsoft getting ready to implement a post-pandemic return to office policy with guidance possible in the next few weeks. That's according to a new report from The Verge, which says starting in January.So, we're talking January of 2026. Microsoft will call any employee who works within 50 miles of the company's Redmond, Washington campus into the office. You ready for this.Drum roll, folks. three days a week. That's that's the deal.Three days a week. The report says th ...

brilliantly. >> It is time. And then.Are you ready. All right, let's go with Steve. New Jersey.Steve. >> Hi, Jim. How's it going. >> It is going well, Steve.How about you. >> Good, good. Today I'm calling about a company that manufactures connecting components used in AI and data centers, just to name a few.They pay a $0.71% a share dividend for a p e of 24.36%. They also key earnings and revenue last quarter. Jim what's your opinion of T connectivity.>> I think t is an excellent company and I do like the i ...

Market Analysis & Investment Strategy - The market has froth, but positive stories overwhelm it, making rational investments viable [2][3] - Insider buying in Eli Lilly (LLY) suggests a positive outlook, leading to a rerating of the stock [5][6] - The market in 2024 is not like the dot-com bubble of 1999-2000, as rational investments still exist [21][24] - Skepticism towards companies buying crypto on margin and consultant companies like Palantir is viewed as irrational; Palantir is considered cheap using the rule of 40 [14][16] Company Performance & Initiatives - Amazon's move to same-day grocery delivery is a disruptive initiative, potentially impacting Instacart, DoorDash, and Uber [3][4] - Charles Schwab experienced a 17% increase in net new assets month over month [7] - Cisco's AI-related orders from webscale customers exceeded $2 billion in fiscal year 2025, more than double the initial target of $1 billion [62] - Universal Technical Institute (UTI) reported weaker than expected new student starts, causing a stock plunge of nearly 19%, but year-to-date starts are up over 14% [27][28][31] Economic Trends & Inflation - Wage deflation, driven by automation and AI, is expected to impact hiring and layoffs in various sectors, including law, accounting, and advertising [109][112] - Companies are hesitant to hire due to the cost of labor and the potential for digitization and automation to replace human workers [103][110] - Amazon's expansion of same-day grocery delivery to 2,300 cities could impact competitors like DoorDash, Instacart, Kroger, and Target [105][106]

[Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.I've been with friends. I'm just trying to make you a little money. My job not just to entertain, but to educate.So call me 1800743 CBC. Tweet Jim Kramer. This morning, listening to our network, I heard a fund manager blast this market because of all the froth.Our excellent anchor Frank Holland pressed her on the notion of froth and she reiterated that the market was riddled with it. To which I say, if this is froth, bring it on. Honestly ...

We can focus on these topdown numbers from the labor department. This time a way too hot producer price index and before that a cooler consumer price index. Or we can look at the boots on the ground stories from individual companies.The anecdotal side suggests that there have been some layoffs. 25,000 Intel, 15,000 Microsoft, but nothing else that comes close. Now, Intel's problems are well documented.Although they actually may be able to solve them if the government does take a stake in the company. That w ...

And here's the most important thing I can possibly tell you at this moment. We have we had a perfectly good market like this in the 1990s with much higher interest rates. It kept roaring for the better part of a decade.Then we got to the fall of 1998 and we began to see stocks like Circle Internet or Figma or Bullish popping up and going skyhigh. They would rally and rally for no reason. And the year went on, they both got worse and worse.And then in 1999, we lost the rational side of the market. All that m ...

Time for the final trade. Let's go around the horn. Tim, I got a happy birthday to my little guy, Connor.He just turned 12. The man United Healthcare 17 times that's cheap. Happy birthday, Connor.Steve, I usually like to stay away from IPOs and see how they settle out, but I like the stock. Bullish, yes. Happy birthday, Connor.Sat right in that chair. Did a good little final trade. Remember that.Uh, if we see a further further sell off in China, I would buy FXI. You know, you could tell the next two weeks i ...

Lily, the best performing stock in the S&P today, up nearly 4%. The company announcing it is raising the lift price of its blockbuster diabetes drug, Monaro, in the UK. President Trump has been pressuring big pharma to get US drug prices more in line with the rest of the world most favored nation status.Let's bring in Dr. . Kavita Patel, who's an NBC News and MSNBC medical contributor. She served in the office of intergovernmental affairs and public engagement under President Obama.Dr. . Patel, great to see ...

For more on what's next for the company, let's bring in Oenheimer, managing director of Internet Equity Research, Jason Hellstein. He's got an outperform rating, a $70 price target on the name. Jason, great to have you with us.>> Thanks. >> And and you did cut the price target, correct. On the back of that 30% drop on the back of earnings.>> We did. Our price target's 70 now which would still be like 25 26 times next year's cash flow so still rich but um stock is 18 now app 11 which kind of is the darling n ...

some of those carbon plated shoes can run north of $200. I mean, are you seeing a pullback, especially given the macroeconomic pressures. No, we're not. We're actually seeing the the reverse. We're seeing an acceleration in average selling price um around the world.So, over the last 3 years, the average selling price of a a running shoe in the US has gone up 40%. I think that has a lot to do with the innovation that we're delivering into the market. Performance matters for everyone and they're willing to pa ...