Unemployed virus spiking and vaccine is not coming soon enough this warp speed is too slow. As wall street sees it, worse news is better for a stimulus bill the nasdaq has been lagging. 70. Yet, we saw buying in many of the stocks really would benefit. B caterpillar hitting an all time high if you want to be in those, it is chevron or pioneer. The seven conductor stock, they just roar. The opening of america play. Will we get a stimulus bill . It is a Perfect Place to start a game plan next week. I fear that we are going to get hammered when we come in on monday lets be clear the Labor Department reported this morning 8 30 was a disappointment not a surprise if you are paying attention to the spike and covid infections of the death toll whatever reasons these kinds of number dont seem to be impacted by common sense. You have to believe a good chunk of the economy is going to get shutdown it is not the government, people it is going to be shutdown by fearful individuals who dont want to get sick and are actually worried because it is a serious illness and deadly one we absolutely need a stimulus bill even a smaller compromise bill would work if it targeted Business Interruption insurance. Small businesses are dropping like flies larry kudlow outlined what kind of plan. He says it is what trump wants, too. You should realize Mitch Mcconnell is not on board. I hope data convinces him to change his mind. It is possible that data does not matter because he does not seem datadriven instead wall street is focusing on the battle of province that well see from tech, housing and autocompany if the numbers are good, this market could have upside of bad news about the virus because if you are stuck work frg home, you may as well live in a big house than a city because it is dangerous especially with Public TransitMetro Properties but theyre known for suburban homes affluent people are flocking to right now. A home is your school, a home is your office and Home Entertainment center we needed to take temperatures of the cloud as we did well hear later in the show this time with the help of Coupa Software which helps business find in procurement. I like coupa a lot speaking of sales force, they had their investor day this acquisition, i think it makes a ton of size. Sales force need them if they are going to go toe to toe successfully i hope after meeting people will realize that slack is not some loser. Some people tell you that all big tech deals failed but sale forces done it before. Both of thoes ase are receiving well benioff was disciplined and walked away. He knows what hes doing benio well find out how lowes doing at investor day. The turn around has been difficult but going in the right direction. I believe in his vision. Once he finished executing it, hell rival against home depot a lot of good things to see and the same as starbucks. I don that Chinese Business is back to normal when we get the vaccine here, the lagging u. S. Business will catch on fire, too it is a question of when and not if we got a couple of major Earnings Report on wednesday, too. Well hear from Campbell Soup the last time they had a great quarter. They gave guidance misinterpreted i think you should buy some campbell going into the quarter. What else to buy adobe. You know thats a big cramers favorite i am expecting terrific sets of numbers. It is another buy. There is also some division that people dont like. How about disneys sales here is a stock thats the opening play people think it has been sitting still while theyre waiting for the vaccine, au contraire, well hear rising of disney plus thats my decision insanely popular streaming service. This time it may not happen because covid is out of control. We are betting we are going to like what we hear. We have it through thick and thin mr. Bob iger, we are not going to get rid of it now one is being counted out and the others is being counted uin costco and broadcom. The most consistent retailer in the world. Shut up and own it as for broadcom, the Semiconductor Stock had a organic rally today. Broadcom civil avgo will have a remarkable quarter we own both costco and broadcom for travel trust you can follow by joining the travel. Com club. Now broadcom delivers will be excellent pin action throughout the groups like today. You bet theyre good and any of these are going to be good let me tell you where else it is going to drift back to, apple. Friday should be quiet except for consumer conferenidence i am concerned that consumers starting to worry vaccines arriving on time, saving of 30 or 50 of the country getting the virus. Yikes. I think consumers are holding up incredibly well. Who knows how long they can continue here is the bottom line. If democrats in congress can make a stimulus deal without progress from washington, next week could be a lot difficult because we are entering the most horrific phase of the pandemic. Some days it has to impact stocks and not a positive way. Joseph in new york, joseph booyah, jim, happy friday thank you, same to you. I want to get your thought on an ecommerce retail that had an impressive run throughout the pandemic it is trading at 40 above its prepandemic height until it dipped yesterday in spite of strong global sales growth since the Holiday Season is upon us with the lack of stimulus what can you say of the Company Lands end we had them on. This is a great, neat story, i want people in it and then the stock got crushed. I felt like a complete joker wait a second, high quality. It is finally getting the recognition. You know something, joseph, the meeting, the move may just be the beginning. Okay, if a stimulus deal can get done this weekend, this market can keep roaring if not, can be a little hang over shares of crowd strikes and the kind of strikes whoo ill the iron is hot. I got the ceo. The ceo of electric vehicle company, canu. I will tell you if it is worth considering and it is a 13 stock. And is z scale on cloud 9 . Im siting down with the ceo and crunching the numbers. Stay with cramer dont miss a second of mad money. Follow jim cramer on twitter. Have a question . Tweet cramer, madtweets, send jim an email to madmoney. Cnbc. Com, or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. [ whispering ] whats this . Oh, are we kicking karly out . We live with at t. It was a lapse in judgment. At t, we called this house meeting because you advertise gigspeed internet, but we cant sign up for that here. Yeah, but im just like warming up to those speeds. Youve lived here two years. The personal attacks arent helping, karly. Dont you have like a hot pilates class to get to or something . [ muffled scream ] stop living with at t. Xfinity can deliver gig to the most homes. Look, i keep telling you it is too soon for the stayathome economy for the winter we got some incredible Earnings Report take cramers crowd strike on wednesday night these guys delivered a blowout set of number the shot shut up more than 13 yesterday. It was not done. It tackled on another 8 today could this thing have more upside lets check in with the ceo of crowd strike welcome back to mad money. Good to be here, jim. I read one of your presentations, you said todays crowds workload is massively under protective are you telling me things are wide open and crowd are being hacked left and right . It represents security opportunity for companies to move their workload to crowd strike built a purposebuilt technology focusing on securing those crowd workloa workloads. Thats the why i am looking at crm magazine, target capped crowd strike for fast deployment they were dissatisfied with semantics and you got the entire environment covered in ten days . Well, thats part of the beauty of crowd strike in a crowd base solution. Target is a great partner. We are delighted to work with them and deploy our technology thats one of the areas that are so strong. Crowd delivered immediate time of value and you deploy, it works. We have seen that in customers success and the numbers we put 77 target is one of the names and we are proud to have them. Target was hit with one of the worst hacks in history this is not just a markee name this is the kind of name that says we have been burned and Brian Cornell have come in, tough guy. Crowd strike is the best we are focused on how to protect them and their customers. One of the things you do that i love is your threat grab we collect data one time and put it in a threat graph and that becomes available for all the other modules that we sell for customers. If you think of the technology side, it is easy for customers collected once on the business side, every other module we add to our customers is pure margin you have an over view of whats going on, i know you have healthcare verticals i read this morning in the cover of the New York Times how Drug Companies are willing hackbeingd threatened we are talking about covid19 vaccines what are you hearing and seeing of the breakinto companies that are trying to save our lives something we talked about numerous times over the pandemic if there is one topic thats universal more than i have ever seen is covid. Thats being used as a phishing perspective and getting people to click on the documents. There are so much information and goes beyond healthcare thats on the line here. Thats why it is incumbent for Companies Like crowd strike to be able to protect these organizations. Bad guys are out there trying to do bad things. Are you daytoday and do you think there were attempts to break in in the time we film this, there is breaking attempts it happens thousands of times a day. It is all over, nation state and ecrimes and activism. The threat environment continues to get worse terrible. Look, i think people at home dont understand, i happen to move business on prem to the cloud. It caused me 3 million bucks, it was a terrible hit shareholders are angry once you are there it is a promise land do you think a lot of companies dont want to take the hit but must take the hit if they are going to be played look at their growth and security has to be apart of that it is just too compelling. I think what we have seen with Digital Transformation is really covid is the match that left the kindly it is one of the reasons why we are bullish on the longterm what we see is not a onetime trend, it is a sustainable trend where companies are moving to the cloud and they need protection they cant survive whether it is a retail or cruise line or hospitality group. They have to move to the cloud to be competitive. George, you have done a competitive job. That was a dynamic quarter george kurtz, great to see you as always. You too crowd strike, it is one of those stocks they are the future. Mad money is back. Hi, my name is sam davis and im going to tell you about exciting plans available to anyone with medicare. Many plans provide broad coverage and still may save you money on monthly premiums and Prescription Drugs. 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The same for luminar we recommended that acouple of days ago, the stock is now surging 74 for the past two days a much better than take over i know these things are really hard to get your arms around they take a long time for us to get it right so we got to dig harder. Thats why tonight i got one for you thats at a different trajectory and still represents opportunity. I am talking about canoo hennessy currently trades hcac once the canoo deal closes, theyll take that name and the stock will trade at canoo. Frankly i dont know why how the buzz start maybe reddit is it reddit hennessys capital is trading at 10 bucks in change before they announced the cnoo deal when the news broke, it rallied all the way to 13. And then the stock quickly sank back to the 10 level. Even when the whole electri electric heelectric electric hennessy rallied back at 13 the canoo hennessy tieup. Thats kind of crazy after i tell you all the great things that got going for it. You are going to say byuy, buy, buy like a rival, the british outfit thats developing modules and electric vans and buses that can be produced as cheap so whats skateboard the skateboard is a plugin wit all the kpocomponents no top it is totally exposed. This skateboard is the basis of canoos Module Design platform it could be a van or pickup truck or a sedan thanks to their plugin scape, some of these takes our or five years. Canoo is on track to launch the first vehicle in 2022. Not so far from now. You can can walk away any time by 2023, they want to roll out business to Business Delivery vehicle focused on last model. When you see a company thats trying to do Something Different, you need to make sure what they are doing. Nikola is trying to do Something Different when we find out out out out out out cramer and his Team Successfully designing on the pro prototype. They have done david wetests. Canoo is buying in from major establish players. They got partnership with hyundai. Unlike a rival though, canoos plan is to out source most of its production some people will say no, i want that myself, i dont want anything outsource you know what it is like it is like fisker, another electric spac. We got to get a fisker we are not buying a fisker, i am reminded that some of these things including this one, the canoo. If you want more details on the project, we can give it to you it is highlighted in one of jay lenos garage, it is 41 minutes. Why do i want that if you are going to buy it and i think you should if you watch this and when it goes down and you will say i remember, i watched the video. I know you dont have 41 minutes. I want to give you a quick run down of the business play. It is configured making mumbai selling its engineering business to the big organization. In 2022 theyll launch the electric minivan you get the car and a bunch of relate services bundled in a monthly payment. In 2023, theyre rolling out an actual van for business customers. That one they intend to sell by 2025, they want to introduce a sport car using the same chassidy Companies Going public and reverse mergers. How much money they can make in the future which is playing from some of the hypes you get from these spacs. There were some canoos and magically they can make 100 million from revenue last year just from their contract they have automakers to pay them the Company Already have these in the pipeline. Once they start production, in 2022, they see sales climbing to 329 million and 1. 4 billion in 2024 to hit those numbers, they need to produce 10,000 values and 50,000 in 2024 with all these electric spac plays, this stock will be a rocket ship if they can come anywhere close to the forecast thats a mighty big if. We have no idea how much faith to put in the projections. Canoo got great management theyre already making money from the contract engineers. They put together the stir by wire system. On the other hand you will have to wait until 2022 production to start. We dont know how customers will react to canoos module. Watch the jay lenos garage so you know what you are dealing with this thing is one of the cheapest electric vehicles out there. Bottom line, the canoe hennessy merger is getting no love. I would buy even more if it pulls back to the 10 level. Just be prepared for some serious volatility as we get closer to the deal joy in florida joy. Hi, how are you i am good, joy, how about you . I am fine i am following the stock jpc for quite a few years now, for about eight years. With all these talks of electric vehicles, is it still a good stock to be in this stock has done nothing they ough