Buy the cyclical stocks. On a day the market got hammered, nasdaq declining just. 06 lets remember what actually took us to these record levels in the first place because those stocks are still the best in jump you know what i am talking about. Talking about a termite coin i am talking about faang yeah, faang, facebook, apple, netflix and google these stocks gone out of style on the wall street fashion show. Smart money keeps telling me to get out of these small stocks and into the russell 2,000 they want you to forget faang and big on everything better with the vaccine there is some stocks that become a lot less attractive when the world goes back to normal. Oh, but not faang. These companies are living and breathing organisms. They are so powerful theyre not connecting to the economic win theyre in charge of their domestici desti destiny. They dont care whos in the white house. It put a target back while zuckerberg fights the government, it would be better if he didnt have to so they changed the narrative, they started rolling out initiatives to design to help people building facebook to help their company. These Small Enterprises are the backbone of the u. S. Economy at the time many of them are wiped out by the pandemic, facebook threw them a lifeline i will talk to the worlds most social expert. Incredible bargain for Small Business i interviewed ceo of apparel company, they tell me the same thing. Facebook still gives you the bucks. Facebook is planning to launch its own Digital Currency and their own bitcoin. Would that be the right thing to do whats not to like next up, apple apple managed to rally today took the stock, talking of the strength of the new iphone apple is a fabulous 5g play. I need to add the Service Revenue stream keeps growing and growing. Apple is the most satisfied customers on earth right now there is a sense that apple stock is over valued dead wrong first off i bet these estimates will turn out way too low especially when you factor in the rapidly declining dollar something you never hear about when the dollar is going up and crushing apple oh my, theyre leaving billions on the table not anymore. Secon it is a kind of a consumer package. Third, we dont get enough credit for the wearables apple watch owns this whole space. I expect the next president to go easy on china even if biden besides to be tough on china as trump, its administration will not be capricious major price earnings and multiple enhancers and how about amazon covid cases are exploiting right now. When the pandemic gets out of control, what do people do they turn to amazon with their shopping sad for our country but fantastic for amazon i almost bought floss from amazon why not . And how about some sesodyne, too. Why not . How do i stop it with the sensodyne. This is the kind of company that can reinvent itself once a month. Drugstore stocks have been obliterated. This is cyber monday do you think wall street tomorrow is going to ignore the incredible sales amazon puts up . Then there is netflix. A lot of people been writing off lately oh, i think thats a mistake you think it would be trouble but these guys know what they want to watch, sure enough queens gambet was viewed by 60 Million People there is nothing on the schedule that seems to be releasing, they release the biggest break out hit ever if you have not seen it yet, what are you doing with your life even my sister loved it. Apple, apple owns youtube, i cant believe how p they can afford it. The reason to stick to the stock here is an advertising play. Once we have a vaccine, all sorts of companies will start running ads again. Alphabet have been a terrific covid winner but it is also a vaccine winner what about all these groups they want you to swap into . So what . Very few Oil Companies can meet the is estimate here. Cyclicals, i love it more than anyone they already been bid up democr dramat dramatically amd, well hear from Dell Technology and pcs business is on fire. The faang stocks are the group that let us hire this year and theyre not going away we need some questions why dont we start with lenny in virginia lenny hey jim, big booyah to you. Right back, right back. I want to say my father introduced me to your show about 16 yeears ago and i have been a loyalist since and you have not aged a day wow, tell my wife my wife would be okay. Whats going on . So i like to hear your thoughts on Tmobile Tmobile is a buy at t is a sale, verizon is good when you want to have that income tmobile is a grow stock i cant believe how that company hit it i am tired of their ads and music but does not mean i am tired of their product andrew in new jersey how are you doing, jim . Happy thanksgiving and i hope you had a safe holiday my question is about ebay. My question is buy, sell, or hold i saw we hat etsy on. I have to tell you, i do like shopify, it has its own show i see it a lot but mostly i like amazon and at the bottom i like ebay, kind of down at the bottom of the bay. You dont want to be there lets go to dean in ohio de dean hi jim, how are you i am well how about you . I am okay, my stock is kroger ocddy. Kroger is to construct a Customer Fulfillment Center at monroe, ohio a 200 item grocery list can be picked and loaded in a matter of 15 minutes expanding krogers e commerce is kroger a buy . At a time i started losing faith just because oh my it is a hard business. It restored my faith rodney mcmullen, he sent me some ice cream recently fabulous i love the ice cream it was really, really good i especially liked the chocolate. Kroger is good a lot of these different retailers grab the vaccine thats the tale of the next tape dont forget what actually took us to record levels. I am talking about faang it is not going any time soon. Dont let people go buy occidental i am going to tell you what it means for finance when i sit down with the ceo of s p global. Lets tactic wilk with michael. As more people are opting out of ride sharing, what does it mean for carvana, i am talking with the ceo. Stay with cramer dont miss a second of mad money, follow jim cramer have a question . Tweet cramer, madtweets, give us a call 1800743cnbc miss something head to madmoney. Cnbc. Com. So get the 5g americas been waiting for. Verizon 5g is next level. Unlimited plans fit everyone in your family, starting at just 35. With 5g included at no extra cost. Plus, youll get the entertainment and gaming the whole family will love. 100 obsessed with the mandalorian. man i watch a lot of sports. woman it has all my favorite shows. Switch now and save 700 on galaxy s20 plus. Its like a gift on top of another gift. Gifts keep coming at you. Everywhere. This is 5g from americas most reliable network. The teams been working around the clock. Wire, weve had to rethink our whole approach. Were going to give togetherness. Logistically, its been a nightmare. Im not sure its going to work. Itll work. I didnt know you were listening. Merger monday is back, baby. Two of the Worlds Largest prevayers. You may not know ihs market. At the time when data becomes the hottest commodity demeanor t in the world. I think it makes sense it makes sense why with Doug Peterson and s p global and the chairman ceo of ihs. Gentlemen, welcome to q mmad money. Dogood to be here, jim rating is only 30 . The reiff nvenue you are gettins stickier than the one you have we are going to be from what people are looking at agency well have 76 of revenue after this will be reoccurring revenue. It is a repossession of the company and the highest growth areas of the Financial Markets thats why i think the stock went up as a lot of people thought i may go down. Lance, i love your company you know for many, many years, i love your company. Why sell now when you have a full head of steam well, when doug called me and i picked up the phone and we got together and it was a compelling story. Being able to take our content and then leverage that across s ps Global Distribution platform is a real winwin so, one plus one equals three here and it is compelling and i cant see anything else that can beat this combination. Now lance one thing i was trying to figure out today, how much over lap there is some people were saying about antitrust. I see almost no over lap between the two companies. Yeah, there is almost zero overlap. When we look at across 11. 5 billion revenue it is negligible little to no overlap is how we would describe it the mosaic business that you have, tell me what data lake is because you used it many times many the Conference Call thats an important term and i want your viewers who have been in your stock to understand the data lake concept. It is where you take all of this desperate data whether it is organized, structured or unstructured and you put it together in an area where anybody can use it you can use it in new ways and you can link it and analyze it and Machine Learning and Artificial Intelligence and find completely new insights. Ihs market has a data lake structure, it is an architecture that works really well we have the intelligence of data science tools. This is one of the most comp compelling part getting together you have decided a long time ago this is the way many people, younger people are going to evaluate stock you hit that one out of the park in terms of the analysis that you can provide for our customers. We are starting s p global with a strong baseline of indices and Data Analytics in addition, they got battery information about the evs and the evolution of different types of commodity and carbon markets. Putting it together with ratings and values and indices, it is going to be a home run lance, i have loved your work and admired what you have done for a long time. This would be a Great Company. Toupt you want to go to the next big thing . There is room for one ceo. I have to say i always admire s p like you have and doug is as great leader this combinations super compelling i am a shareholder and i am excited for those prospects. You know my team will be forming part of dougs Leadership Team and part of my board is going to be dougs. I am glad to be a shareholder. Doug, just pick up the phone, you just pick up the phone, look, i think this is a good fit, lets figure it out, thats the way it works on a year of zoom, no get together, what can you do we started a year ago understanding our own strategy, looking at longterm strategy and all the areas we want to find the highest growth businesses and everything we looked at always pointed to ihs market i called up lance at the beginning of september and we started talking. The world of zoom does work. We were able to meet frequently on zoom and get to know each other better and due real diligence. We are excited of this opportunity and what we can do together you should be every time you come on the show, i like the company more and more please dont be a stranger, lance and Doug Peterson. Great to see you guys. Mad money will be back this is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Tget an iphone 12 with 5g on us on every single plan. Switch now and save 20 on your bill vs. The other guys. Thats right. Iphone 12 on us. Its time to holiday on with t mobile. Lets not forget covid19 created all sorts of bull market there is a lot of money being made helping millions of people cope with stayathome economy take consumer hardware their Enterprise Business is a little slower than i liked d dell wrapped up much better expected sales wall street is looking for 1. 41. And they paid a ton of debt. Dell stock barely budging news even when we beat the virus there is a catalyst here companies are thinking of spinning off the cloud king, vmvm vm ware. Yet it ridiculously low price i think it is a buy. Lets go to michael dell, mr. Dell, congratulations on another Strong Quarter and welcome back to mad money. Thank you, jim, great to be with you michael, you are putting up numbers that are unbelievable. We are talking about number for the Client Solutions group south standi outstanding and demanding for notebook it is real value added talk about some of the new things you are doing so that people wholistically want to choose Dell Technologies we are embracing as a service, weif you look at our balance sheet, you will see revenue is up 11 and a lot of that is Software Licensing and look, we brought together the leaders and infrastructure, hardware and software and resonated very well. As you said our client business, customers certainly pivoted to all of the, everything pr hofrom home work from home and learn from home we are seeing double digit growth in education and online and direct business is up very strong i think we years ahead, well be strong this last quarter on top of a strong profit, we were up 35 . One of the things i thousand was impressive is, i am not in the Enterprise Business. Power store, check out what kind of power store no, this business is only an emc name business. It has gotten traction in a short period of time it is a shortest storage platform we have we did have double digit growth and continue to have double digit growth we are going to have another big quarter in the Fourth Quarter and look, i think customers are spending more on the client side where they are in the data center right now that data center is going to come back. We are super well positioned for that how about the use of ar dell is using ar for the Holiday Season it is going to be a huge Holiday Season for you hey, someone is stuck at home and does not want to share pcs the share pcs thing does not work, right . It is difficult household where you may have had two parents and two kids and you may have two or three pcs, if the kids are learning online and parents are working online, you need to have one per person. Some other competitors did very well in our pcs business grew year after year and just so you know, jim, our business is about 20 larger and almost twice the profit dollars and so i would argue we got a way Better Business and certainly we are expanding and growth Consumer Online has been staggering and dell. Com is the place to buy your pcs right now. When i look at dell, i think of remote and flexible work. These are things you werepandem. Yes you also mentioned vm ware, it continues to have another Strong Quarter. Revenues were up 8 , and income is up 18 . Very strong growth and subscription and sass revenue up 44 . Trip triple digit growth. We are making progress on the spin, we have resounding positive feedback from shareholders we are confident that by distributing the dell tech state of vm ware directly to our shareholders is going to benefit all concerns it will simplify the cap structure and enhance flexibility while we maintain beneficial commercial relationship we have the core business as you see now is healthy and on its own and has a runway to continue to grow it is another example of our relentless focus delivering value on all shareholders. Do i need to worry about the Solution Group when revenue was down 8 billion and it is down 4 you were not happy with it can that change . Sure. I think we are seeing better servers. If you dial into specific customers and meeting with more customers. We are able to do it remote and virtually, you know they ship their budget over to the clients side. Customers dont have budget and they are spending more working from home than they were before. Theyre deferring some of those data center. We are well positioned, we are multicloud and 5g and we are seeing some of the high value and ai type workload. The client spending it comes down to the second half of next year we are well positioned for the data science i have to use this opportunity because you will never say a good word about yourself thats not your style. Dell student tech crew, the s p business that hes going towards your foundation. These are things that you do uniquely lets talk about training kids, student tech road. Sure, this is one project that we are excited about. What it enables is High School Students to get handson trades so they can support their school and being experience as they access career and tech part of our progress made real plans, goals for 2030, looking up online and you know last year we trained hundreds of students and this year well train thousands of students and thatll touch hundreds of thousands of their peers and get the next generation ready for the jobs in the future remember people, business is the greatest source of social change you are looking at someone whos making that happen michael dell, chairman of ceo Dell Technologies. Congratulations on everything you do to help youths. Great to see you, sir. Thank you, jim, great to be with you mad money is back after the break. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Find a stock basedtech. On your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. I got it all from you im always pushing through i know well make it to the finish line i know youre waiting on the other side im like you ondemand glucose monitoring. Because theyre always on. Another lifechanging technology from abbott. So you dont wait for life. You live it. Now the market is taking a brooe breather, what do we do with the red hot used c