time trade. tim? >> thanks for everything, steph. lyft. >> karen? >> tlt. >> steve? >> generac. >> music won't be the same without my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. mad money starts now. hey, i'm cramer. welcome to mad money. i'm just trying to save you a little money. my job is not just to entertain , but days like today in the context you understand. call me at one 800 or treat me at jim cramer.

when the bottle market is in charge he won't make much money in the stock market because bond owners are pessimist, real glass half-empty guys and the bond market is certainly in charge right now. today we saw exactly how pessimistic they really are when they overlooked very weak consumer confidence data and averted eyes from a chicago report 17 month low. both signs that we are making progress in the fight against inflation. instead, they focus on a slightly higher than expected employee wage figure. the results, bond yields moved up slightly and the stock market got annihilated. the dow tumbling 570 points. the s&p punching 1.57% and the nasdaq plummeting. april 2024 will go down as the worst month for the dow since september of 2022. good riddance. now, on the verge of a fed meeting tomorrow that will no doubt show that j powell wants

to keep interest rates up higher for longer because the popular perception is the economy is weakening. notice i put it that way. popular perception because i see brown shoes all over the place. what are brown chutes? they are the opposite of green shoots. you want to see green shoots when you are hoping for the economy to bounce back from a recession. i made up the term brown shoots because we want a slower economy so the fed can start cutting interest rates rather than looking like bozos for taking more rate hikes on the table. we are looking for brown shoots everywhere like those weaker consumer confidence numbers the chicago pmi numbers from this morning were the miserable numbers from starbucks tonight, big company. filing them away are brown chutes that need to keep rate cuts on the table. remember, they are the magic elixir for stocks going higher. ever since march 8th we have

gotten a much hotter than expected employment number looking at us. we have been worried that the fed stopped tightening too soon. it's not a glitch. at some of the greatest stocks of the year. nvidia peaked and fell that particular day because nothing is more important than employment. if it stays strong we have to have more rate hikes. the payroll report is weaker than expected. it's a very good chance that all this negativity about stocks will go away again. wall street wants weakness. it will need the fed was right and rate cuts are on the horizon. there is no bridge from here to there. it makes things more fraught than we imagined. take the indicators today. when chicago pmi goes down so much normally we wouldn't even bother with this employment cost index. the employment cost index, the one that rose 1.2% when people were expecting just 1% was suddenly an important indicator, all important. j powell mentioned a couple of times it significant as if somehow the pmi consumer confidence numbers don't mean too much anymore? i think that's ridiculous. what matters is we have plenty of investors. we are clinging for or holding

out for a whole bunch of rate cuts this year and until they give up on that idea they're going to keep something stocks anytime we get one piece of strong economic data, no matter what it is. it's a tough deal. consider this. with two very weak numbers today. one relatively strong number even though the strong number had not been mattering before and it was enough to cause -- it was so bad today that the real standout stocks for the perennial loser cannabis place because dea now recommended cannabis will be classified as something else less risky. it was canopy growth. sosebee, at least. it was up a stunning 70%. eli lilly had a great day on a terrific quarter related to the salesof the weight loss and

diabetes drugs. 3m gave you of upside surprised even as it came with a dividend cut. the bond market crushed the stock market yet again. i want to step back for a moment and tell you how i see this meltdown. first, it's the end of the month and money managers like to sell stocks en masse at the end of the month that's been bad. we might be waiting through a technical brush we don't even know about. second, with consumer confidence for april falling to the lowest level since july of 22 in two that's more likely going to produce a softer set of retail numbers something that we very much ant to see. consumers get negative for a bunch of reasons. it could be the protest that dominate deadlines could be the presidential election or because people are suddenly worried about keeping their jobs and that is something that may weigh on fridays payroll number if it is weak again. third, today's week chicago pmi number could be assigned the u.s. economy juggernaut may have run out of steam or is not operating as hot as it has been. another use of brown shoe that jives with what we heard from some of the railroads and trucking companies which i regard as great barometers of the future. the downer here is that no matter what we do we keep

hearing that inflation is raging. we ignore that walmart is coming out with a new line of house brands that are cheaper and help push down cost. we don't seem to notice we're getting weird numbers from companies that deal with car parts, numbers that say the people are putting in for insurance claims because insurance is already too expensive. the rise of insurance is a huge source of inflation. we have commodities that are plummeting too. today's victim inputting cocoa. that was going to just break. cotton, coffee, even oil seems to be stabilized for the moment. we have nothing promising when it comes to shelter, the other major source of inflation. we have anecdotal information like that of coca-cola which put their big price increases. it did not hurt sales. we will talk to coca-cola's jim quincy later in the show. all the indicators point to one thing, the fed may need to leave rates up as high as they are for a time which is not great. remember a couple of weeks ago people were arguing me -- the economy was so strong they need to hit us with more rate hikes. i quote, what you say to people that might suggest that the next move in rates is actually up not down, end quote. he might just say, bingo,

nothing. i bet he says something like this, we are monitoring all data but so far we are right to keep rates higher for longer. that's enough to get the market back on kilter. let me give you my bottom line on this odd day. did we plunge more than 1% because of the market or stumble because of an overheated employee cost index? or did we really hold out hopes for higher stock prices smack in the middle of earnings season when the seesaw of the 10 year treasury which had a slight bump in yield or was it simply we had a rough april where we were met was selling at the end of the month. every year there are people who want to get out ahead of the sale in may and go away crowd. if that's the case we can right the ship tomorrow. if j powell acknowledges some brownshirts. personally, that's my preferred explanation. let's take calls. let's go to david in california. david? >> yes, i'm here, jim. smack hi david, what you got for me? >> first of all, thanks very much for all of your good work. i am interested in robin hood,

buy, sell or hold? >> robin hood had this gigantic move up and it is now pulling back and i don't think the pullback is finished. the rally occurredin large part because of the short position. i think we have to wait and see. i would not weighed in. i would not go either way on this stock right now. listen, every year there are people that want to get out ahead of the sell in may and go ahead crowd and that actually is my preferred explanation for today's decline. not the big jump in yields because we did not have one. on mad money tonight there was a glimmer of green in a sea of red in a formal restaurant brands international. the company behind popeyes and burger king is continuing to execute and that will be with executive chairman pat boyle. i went straight to the source for an exclusive with the ceo to learn more about how the company keeps heading it out of the park. coca-cola reported a good quarter today and a tough tape that sent the stock lower. with the downward slide warranted, i'm looking at

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you notes escape the gravitational pull of the market? restaurant brands that are natural. burger king, popeyes tim hortons and firehouse subs, fantastic quarter finishing the day of nearly 3%. it still down was 3% for the year. can you keep climbing?

let's take a closer look with patrick doyle. find out more. mr. doyle, welcome back to mad money. >> thanks, jim. appreciate it. >> you said when you are on last time we are going to remodel stores and put more money in advertising and most importantly you said we are going to reduce customer complaints. he wanted customers to like the places more. give me on the hecklist, how are you doing? >> we are making good progress, jim. i mean, the uarter was terrific. we made great progress on a number of fronts but most importantly, as you said, we have to be more consistent about execution. we've got a had better looking stores, we've got a execute in the stores making great food every time, speed of service, you know, i have to call out tim's, they just did an exceptional job, their speed of service came down yet again. they are getting even faster. they're executing at a high level. they are the road map for what we have to do everywhere which is great food, served at a good

value, give consumers choices up and down the menu, launch some interesting new things and always do it at a high level of execution and i think really what you saw this quarter was the brands doing a pretty good job. >> let's talk about hortons. colder, what is kicking butt there? >> it was both. this quarter was both morning breakfast as well as p.m. food. they've done an exceptional job. it was pretty balanced. in canada we were up about 7 1/2%. 69 blended with the u.s. and that was equal amounts both a.m. and p.m. interesting new things in the afternoon, cold beverages in the morning. we just continue to be a power up there. we are doing over 70% of the

coffee sold in canada and with the frequency we have got up there it's very easy for us to convert those customers that we are getting in the morning and coming back and trying to send -- >> how about the shares he must be taking from the pathetic starbucks that i saw this evening? >> we are definitely taking some share. i think we took shares across all of our brands this quarter except maybe fire house. but popeyes, burger king, and tim's all took shares. >> i don't want to be too hard on starbucks, they're having a tough time right now. you guys are beneficiary but they become a shared donor to others. maybe they can right the ship, maybe they can't. let's talk about popeyes. a new manager, expanding the brand which i think works better overseas, i used to see i was always surprise whatever country they went into it works. you got some grand plans there too. >> we sure do. we are close to 1200 restaurants now outside the u.s. i think our comp was mid- teens for popeyes and

international. it's booming. it's working most everywhere. certainly we will be going to new markets. it takes a little bit of time to work it out. we watched in new zealand yesterday. we had a phenomenal opening. we are very excited about popeyes and what it can do around the world as well as in the u.s. we are growing at a very fast clip in the u.s. both on comps as well as opening new stores. >> we have to talk about burger king, $11.5 billion in sales. still good comps. i don't want to get down on it because burger king isn't doing as well in terms of comps as burger king but you're still not happy with how it should be doing. >> look, the consumer as everybody has talked about, the consumer is a little tougher. things were a little bit more muted. we felt good. we took share this quarter. you know, it's performing at a high level and i think the most

important thing is all the investments that we have talked about that were going to be making into this brand, most of that is still on. you've seen elevated levels of advertising but that's going to continue. you've seen us giving some of the equipment and the kitchens into the better place. that's going to continue to be there and operate with the new equipment. in terms of the re-images which is where a lot of the capital is going to go in that we know is driving good results when we reimage the restaurants we get the mid-teens lift, most of that is still coming and we are under half of the restaurants being our modern image and over the course of the next 4 1/2 years what we announce this morning's are going to get 85 or 90%. so, have of our restaurants coming through getting reimaged. if we can maintain a double-

digit lift on those restaurants and we do it and we think were going to be able to do that, that's going to drive terrific results. >> let me ask you, you mention something, a lot of our viewers are well off, i admit that. there's nothing the matter with doing well in this country. they're going here times are getting tough and a lot of people don't understand that n a percentage basis burgers have moved up in price. it's not like people are going saying, wait, i've got to hold back on the cristal champagne but there are people at home and many of our viewers may not understand why there is sensitivity to burger prices. you can't double the price of a burger. >> no, you sure can't. you sure can't. look, to me, you've heard me say this many times. the most important thing for traffic in the qs our category is employment. employment is pretty darn healthy out there. we have seen over the course of the last couple of years is brands had to take a lot of price. some did it smarter. some did it quite as well. we've got a great menu offering

that has higher end items and entry-level items. wherever the customer wants to come in and do business with us, we've got a great offering for them. we saw that. we were basically flat on traffic which was better than the category in the first quarter but, you know, the certainly felt the price increases of the last couple of years. that muted things a bit. as long as we are executing and we are pulling lots of other levers then doing something crazy from a value perspective, we think we have gotten offering that's going to meet the customer for whatever they want to buy and whatever they have got to spend and as long as they are employed, they should keep coming. we've just got to have something that they're going to look at and say that is good value for what i want for this

meal today. >> i want to salute you. you've delivered on everything as i knew you would and it is a work in progress as you get those burger king's looking nicer and put more popeyes up around the world and tim hortons, what can i say? operating, hitting on all cylinders. i know that is not enough for you, patrick doyle, executive chairman of restaurant brands international and a true turnaround. patrick, i love you being on the show. thank you. >> thanks, jim. appreciate it. >> yes, buddy. back after the break. coming up, can this financial stock sustain a recent rally? take the express ride to cramer next.

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a week and a half ago a breathtakingly great quarter. since then the stocks have rallied a quarter of a percent. the company keeps hitting its ambitious long-term growth projects. afterwards we got to sit down with chairman ceo and his headquarters. take a look. it's been two years since we got together. tell me how the company is been transformed since then? >> it's great to be with you again. i think i may know, jim, what we have done over the last few years and it is not just you but we've been working at this for the last six years, you know, we have really leaned into acquisition. we have accelerated our acquisitions and a lot of that is due to value opposition enhancements we have been doing

which are critical. we've leaned into millennial's and gen z. millennial's and gen z make up a large part of our business now. in 2019, it was 19% of our spending. now it's about 32%. 60% of the cards that we are acquiring our millennial and gen z. we've increased our marketing investments, why? we see a tremendous opportunity to get our card products, coverage virtual coverage in the united states and we continue to make coverage improvements internationally and that is worked out well for us and the last two things more from an expense perspective are credit numbers continue to be best in class. the gap continues to widen and we are below pre-pandemic levels of 2019 and the way we fund our receivables now, 70% of our funding comes from personal savings. lower cost of funding for its which helps our profitability.

>> heavenly. terrific. i want to go back to something you said about the millennial's and gen z, my generation, i get out of college, all i want to do is get -- but too hard to get. proud member since '81. this procedure, now it's almost a necessity among young people. how did you make it so that people feel without it? i can't do what i want to do. >> thank you for 1981. same year i got the card. i think would happen for us is we realized that going after millennial's and gen z was a key thing for us. we used to go after them with a no fee card but a no fee car did not have a lot of benefits. that's why you paid no fee for it. so, what millennial's and gen z and what we realized was that they wanted access. they wanted experiences. they wanted to get special privileges and hen you look at

the cards that are out there for millennial's and gen z which is the gold and platinum card which is 60% of acquisition right now, they want this card because it helps them live their lives and they look at the price that they pay but the value that they get is so much more. when you look at a platinum cardholder who spending $695 and maybe get $1400 in value it's a no-brainer for them. so, having that fee-based card for them was critical. the other points i would like to make on this was that when we get a millennial and we show this at our investor day today, if you go back four, five years ago, they now spend twice as much as they did five years ago on that card because we are growing with them as they grow through their lives. the other thing is, the average life for these millennial's will be over 20 years. >> the lifetime value of a millennial is huge versus someone who is coming up, 50s,

60s. >> if you look at acquiring a gen xer or baby boomer right now, we are not opposed to acquiring baby boomers and gen xers but the lifetime value will be to ask and the lifespan we will have with that will be greater. >> how do you know what to offer? you have an uncanny sense of what people in their 20s and 30s want. that's not you. is it artificial intelligence? smart people you hire? >> i've got a lot of smart people. it certainly not me. that i could tell you. we have a lot of smart people that we hire and the most important thing we have learned is you have got to listen to your customer and we spend a lot of time listening to our customer. our customers, you know, our most valuable asset that we have in addition to our colleagues. i listen to doing our customers and anticipating their needs and by creating cohorts of those customers, using artificial intelligence to

determine how do you target market those customers has really helped us. that value proposition development for us is listening to our customers. >> what are they doing? restaurants, year-over-year growth, amine, airlines, others 11%. we've got to talk about this. sometimes i think either the consumer is so hot that the fed should worry about it or you have got whatever dollar amount that people spend is yours. >> low, consumer grade a percent which is a good number. you know, obviously, it grew a lot more a couple of years ago but i think, you know, what has happened here is you have a bifurcated economy and the bifurcated economy with the premium and which is what we have, we focus on the premium and and there's a lot of discretionary spending and you know, when you think about even the millennial's, millennial's now, you know, the last quarter millennial's grew 15%. millennial and gen z grew 15%. they are used to using their card everywhere all the time because, you know, when you think about when you and i started using the card, amex

wasn't accepted everywhere. when you think about someone who's acquired the card in the last six or seven years, amex is accepted everywhere. there using the card for everyday purchases. in fact, those under 35 to 70% more transactions in restaurants than our other cohorts. >> a lot of people feel wait a second, it's 10% growth, how does it continue? i look at what you could do in international growth which people don't realize you still have the penetration you could get. >> right. if you look at our top five markets in international we only have 6% market share. yet, our international consumer grew 14% last quarter and small business grew 13%. small business is a market. as we continue to increase coverage, as we continue to drive value, i think international is a huge growth opportunity. >> let's talk about the new things you're giving. how do you know that's not going to cost you too much? how do you figure out what

people really want and it doesn't hurt your bottom line? look, we are putting in a new lounge in newark. a gigantic 17,000 square-foot lounge. if you think about the new york area, we need a lounge in newark and we worked on that a long time. we are happy to have that launch and be a future. we need to continue adding value. the key thing is we have increased our scale so much. when you goback to the growth plan that we had, that growth plan was all about increasing our scale. by increasing our scale, it give us more degrees of freedom to make those investments. the other thing we've done is her operating expenses. from 2017 to 2023, operating expenses were 30% as a percent of revenue in 2017. it's now down to 25%. that gives us the leverage to

invest back into the business, to acquire more cardmembers and put more services and add more value. >> how's that working out for you? >> rizzi is working out great. you have a restaurant. how's that working out for you? >> that's how you get people. what can i say? >> it was a great acquisition for us because what it did, it address the needs of two constituents. it addressed the needs of our cardholders and the needs of restaurants. what were able to do, it's an open platform. or able to do is not only provide value to our cardholders but were able because it is an open platform to attract other non- cardholders who may want o consider becoming cardholders. >> your widening the gap considerably against other cars. what's the secret? >> well, i think when you look at widening the gap, we are not resting on our laurels. where continuing to invest in the business which is why when you look at our growth pan people say, you exceeded in the first quarter, well, we may have exceeded analyst expectations but those -- want to put my plan together i didn't put analyst expectations into my plan. we are on track with my plan. we continue to invest. we have a revenue target which

allows us to grow our scale and we have the eps target. where bouncing those two. we are investing in more value propositions. where investing in more access. more technology and that creates more value and allows us to widen the gap. >> everything is work. full speed ahead. ever since he took over, it's a new company. congratulations to you and to the people who work for you. >> is the people that work for me. it's a 75,000 people that work at american express. when you have a problem and you pick up that phone and call or you get on in chat, those of the people that make the magic happen. >> those a readable -- real people, by the way, it's not a bot. >> there re-people and they do it for us. >> while. just great. >> thank you so much. coming up, can ko deliver a knockout for your portfolio? cramer cracks open a condo with coca-cola fresh offer earnings. next.

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this is important. i don't want you to let today's ugly tape scare you away from great earnings stories. take coca-cola, got slammed,it went down. it should've gone up. it's absurd. don't take it for me. the chairman and ceo of the coca-cola company to learn more about the border. welcome back to mad money. >> great to be back.

>> james, you put up a good quarter and i know a lot of people are saying wait a second, you got this great organic growth, double digit. it's all because of price. i'm looking at it differently. i'm saying, you've got what people want and they are deterred at all by price even though i know you don't waste because they haven't put through price increases. you think it's a better way to look at it than saying it's just price? >> yes, look, the easiest way to think about it is to spit it into a couple of pieces. there's a few markets who are single digit which have high inflation in their mix together and average of the headline. when you look at the underlying business, what you see in the first quarter is a continuation of the last five years which is a balanced contribution from volume growth and from price mix. what you are seeing is a healthy growth of the portfolio franchise and also a capture of that through topline lead profit growth. >> it safe to say that is not a domestic affair. that seems to be going international. particularly in latin america. >> look, in the quarter and for several years, latin america has been strong on the volume and the price. there has been broad-based

volume growth around the world. india has been a standout over the last number of years. less this quarter but bouncing back again. there's real strength in the emerging markets. even volume growth like places in europe and japan, there's growth in the emerging markets and modest growth in the developed economies too. >> eli lilly reported today they have these drugs and they are supposed to help people lose weight. i think they help people drink more coke. i really -- i have not been able to figure a correlation at all. one thing is definite, they certainly drink more diet coke in my favor, coke zero. could there be a crazy correlation? >> i don't know. it's early days, jim. the anecdotal evidence is there is a little shift in what they drink from alcohol to nonalcoholic drinks and, certainly, you know, diet coke and coke zero do well in the little data that is out there along with stuff like our fair life protein milks and things

like that. so, it's not necessarily going to be a negative overall picture for nonalcoholic beverage business like ours even if their ships within the portfolio but coke zero posted another strong quarter of growth. >> you are a martyr here i think because i've got in front of me core power high protein milkshake vanilla fair life. is this something i should be drinking after work out? >> absolutely, jim. look, if i have a good workout, i have one of those core powers. four gulps and you are done. it is delicious. try. you can go for the strawberry or the vanilla. i think there's a chocolate one as well. they are great. they're really on fire. >> powerade and body armor? >> well, they are different leads. the rehydration and the electrolytes, these are the sports drink side, particularly some of the body armor once along with powerade, i like the

body armor light one with the coconut water but that is more rehydration and electrolytes in the core power is really a low lactose concentration of milk protein which is more the recovery. that is really what is going on there. they're both doing well. >> i will give it a try but the one i want is coke spice. i happen to like spicy rum and coke. does this get it without the rum? what is coke spice? >> i think it is an attempt here in the u.s. to bring something different that we have tried in n in and out basis. i don't think it will give you the punch without the rum but it is certainly an interesting addition to the coke franchise to bring new news and really coke spice and some of these co- creations which have been a bit more interesting and different, it's all about bringing more relevance and having people re-

engage with a version of the coca-cola trademark but what tends to happen is all the time they come back to coke original taste or coke zero. >> where are people buying coke? i mean, are they buying it at lunch? a mcdonald's? are they buying at home? the supermarket? are they ordering through amazon? i've got mine. i have my energy drinks on subscription because i don't want to run out and that's how i don't ever have to think about it. where's the preferred venue to purchase coke? >> well, the great news about the coke business is it is everywhere. the whole idea is we wanted to be within an arm's reach of desire. when you look at the channel distribution of the coke business it is half the sales go through channel that you would call consumption at home and half are the away from home channels. even those are fragmented down. the at-home ones whether it's the supermarkets or the e- commerce or the mom-and-pop

stores through convenience all the way through different types of restaurants amusement, leisure, cruises, travel, we are incredibly broad-based distribution which is why it is always there to be able to be enjoyed at a moments notice. >> it does seem everywhere now. at what point can we have a call where we do not have to start with inflation and price? are we near that level? it's almost to the point where things are under control and we don't have to worry about continually worried about whether the consumer can afford a can of coke. >> yes, the majority of the markets, i think we're going to see normalized inflation by the end of the year. it's in the landing zone already. certainly, if you do see this elevated price, given the very small number of countries but with high inflation where they are working out much larger macroeconomic problems. argentina and countries with those sorts of problems.

the rest of the world is very much landing back in the zone of a normalized pricing environment. that will be what we are talking about. >> oh, my god, would that be positive. the dea came out today and said, listen, they don't want to send people to jail anymore on campus. a long time ago i mentioned cannabis to you. you said you are always open minded. it wasn't top of mind. does it ever make sense to experience with a cannabis infused coca-cola? >> i'm not sure we want to mess with the core coca-cola trademark with many things. i haven't seen the latest dea news. at the end of the day, ingredients in food and beverages are regulated by the fda and we are open-minded about what ingredients we consider in our portfolio but the various derivatives have not yet crossed the threshold of any sort of approval by the fda. i think it is really a long way

away from a federal point of view. >> okay. at the beginning, the only negative review on the conference call was you said that north america, it started out weaker for the quarter and then came on strong. was that just weather? you didn't mention whether it was whether or not. it made me concerned something could be arrived at the beginning of the year. >> look, i think what happened, whether it was north america or europe, it softened a little into the back end of the year. i think in those countries, typically masked by people's focus on christmas and the holiday season. it started a little softer in january and there was some quite strong whether, winter weather, in both of those parts of the world. it started a little softer. then it normalized through the quarter and we saw good march. of course, the easter was a

little earlier in the calendar this year versus last year. it was a combination. again, all of the margins, not a big shift. >> the last thing you did mention that the gop wants, i know it has, i've seen the data and the only thing that hasn't snapped back is, frankly, brown foreman, jack daniels, stock all the way down. you have jack and coke, is that not doing as well given the fact that liquor doesn't seem to taste as well for people under the gop? >> actually, the premix to jack and coca-cola we have been selling in the u.s. has done really well. certainly doing better than our expectations. we are very happy with it. i think the gop stuff is very early days in terms of mass scale but, certainly, we are happy with where we've got to with a premixed alcohol drinks, the jack and coke and it looks like an attractive addition for

us. >> look, it seems all systems go. i think the stock would've been up a buck or two. certainly ahead of when we see warren buffett sips on this weekend at the grand pooh ball festival that he's got. james is the chairman and ceo of coca-cola. james, thank you so much for coming on mad money. >> thank you, jim. >> men money will be right back. when we return, master the markets one stock at a time. the lightning round is up next.

it is time, it is time for

the lightning round. [ inaudible ] and then the lightning round is over! are you ready? for the lightning round, let's start with fair and maryland. >> hello, first time caller, longtime listener. i'm an investment club member. i want to thank you for your diligence and foresight. is a digital platform really working? >> it absolutely is working. it is doing fantastically. jeff green is doing a remarkable job. a lot of people prefer to google. i will tell you even though it is an expensive stock it is a good stock and i would not sell it. i'm more inclined to buy it. thank you for the club. i feel i let club members down today.

i play with an open hand. when something is good i said, this is something bad. let's go to nancy new york. nancy? >> hey, jim, how are you? smack i'm good. how are you, nancy? i'm good. i'm calling in on this healthcare stock called life- sciences. they created the aortic valve replacement years ago and now they have a pulmonary replacement valve and i'm just curious to see what your opinion is. >> oh, i like this. the new product line is very good. the stock is going back here. that may be the right level to buy it. they're doing very well now. let's go to jorge in california. jorge? >> yes, delta airlines, jimmy? >> i like delta very much. i actually have to prefer. i have to say, i like it. i like united too. i think they're both good. remember, they are expensive stocks but they trade wildly. i do like delta. let's go to mike on tennessee. michael? >> booyah! >> booyah! >> the next 510 years, what you think about ftn? >> i wanted to come in first.

it's been straight up. that, ladies and gentlemen,, is the conclusion of the lightning round! >> the lightning round is sponsored by charles schwab. coming up, what action can investors inspect from the weight loss drugs? which sectors may need to tighten their belts? next. trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab.

how much do we know about the stock market fallout from eli lilly's revolutionary weight loss drug? a lot less than we thought we did. sure, we know it changes your brain chemistry to the point where you can lose 80% of your

bodyweight if you take the stuff but we still can't figure out which companies are getting hurt by this juggernaut. surely somebody is, right? i know one person takes the drugs but we know -- mason numbers today raising the full- year revenue forecast down $2 million. ceo david ricks said they are doing their best to make enough of the drug but it's hard to keep up. the demand is very strong. each week under the thousands of people fill scripts. the diabetes version of the drug, they expect ily will build a boost production substantially in the second half which will make it easier to get a hold of this stuff. it's no wonder the stock finished up $43 are almost 6% in a really ugly day. in terms of the impact in the gop and the other stocks in other industries, we don't have a clue. when they first came to the scene, all stocks got crushed and annihilated. device companies and various

elements of obesity, i mean, anything. anything remotely connected. the action turned out to be dead wrong. we spoke to they make sleep apnea machines can help sleep -- treat sleep apnea. they have plenty of data showing the treatments worked great together. it's a reason why the stock is up 24% for the year. [ inaudible ] will be hurt by gop dash one. the company is seen no decline in sales from this new class of drugs. abbott says they're complementary. they're doing even better. the gop wants to help sales because people want to know how the stuff -- whether it is working. they're selling protein shakes to help offset the muscle you lose when you take the weight loss drug. i believe these things are complementary but when you're on the gop dash one your more health conscious. maybe that is what it is.

once you take the plunge, why not go all the way to treat your body right? maybe that is what it is. when the package food companies reported they said they have seen interest in smaller portion control bags which i think might be coming from gop dash one, maybe not. coca-cola saw pickup but as far as the tie in to these drugs, inconclusive. we heard from the restaurant chains, not one has seen a decline related to these drugs. only one food group has seen a decline during this period and that's hard liquor which is being hurt badly but the liquor companies have said over and over again it has nothing to do with the gop dash one. it strong evidence that these drugs reduce cravings for alcohol. they don't want to acknowledge it's from cannabis. although it may change with the d.a. today recommending cannabis to be considered a less dangerous drug. that's an important step for legalization. it's hard to believe but i can only conclude that at least so far the rise of gop dash one has only hurt the business.

maybe one day these weight loss drugs will grow to the point where they wreck the whole food industry but i'm beginning to think that people may still order food. they may still buy food. they just can't finish as much as they used to. at least for now. right now on last call, amazon smashing earnings. shares are up after a big beat. everybody else was talking in video, we will bring you some sneaky hot stocks that you may not see anywhere else. no fakes. structure congress getting serious about targeting deep fakes. the senator behind the push is here. structure can't live with it, can't live without t. why live sports could be the knockout punch for tv as we know it. on a natural high. the biden administration making moves to make it easier to buy