저자: JimCramer · 외국인
요약 보기
트럼프 대통령이 연준 의장 파월 해임 논란을 사실상 철회하고 중국 관세 완화 가능성을 언급하자 증시가 급등했다. 엔비디아급 데이터센터 수요(베리본/Vertiv 추정 자막), ServiceNow, GE에어로스페이스 등 기업 실적이 견조해 경기침체 우려와 달리 실적 상향이 나오고 있다. 테슬라는 실적 부진에도 머스크의 DOGE 이탈 소식에 5%대 상승했다. 크레이머는 트럼프가 시장을 좌우하므로 '전부 베팅(go all in on good)'을 강조했다. 오라클 질의에는 주가 하락 후 밸류에이션이 낮아졌다고 답했고, 캐터필러는 건설 환경 악화로 지금은 보유 적기가 아닐 수 있다고 봤다.
다듬은 글
ne America. I . It's to teach you. So call me at 1800743C or tweet me at Jim Kramer. When you see a grizzly bear in Yellowstone National Park, you call Park Ranger because these bears are dangerous. They think nothing of mulling your face off. But the grizzlies turn into teddy bears when the rangers come and you can't even remember what you were so afraid of.
After a day where the Dow gained 420 points, the S&P climbed 1.67% and the Nasdaq pled to 250%. said, "My my We can only presume that the president can turn the grizzlies on Wall Street into teddy bears with a stroke of a pen or even just a post on the social media platform he owns. I've never ever seen the market bend so readily to the wishes of one man.
It's extraordinary." The park ranger seems to have a way with the bear. It's not clear if he's scaring it down or calming it down, but there's real effort involved. Of course, there's almost no effort involved with President Trump when it comes to decoying the bears on Wall Street. He only needs to walk back some previous comments and the market catches fire.
After spending days mercilessly calling, how about chiding Fed chief J Pal a major loser whose termination couldn't come fast enough. Last night, the president made it clear that he had no intention of firing pal. Never mind. Hey, never mind that he kept calling him our Fed chief. He's called Mr. Too late.
He now says it was the press that ran away with things. The whole notion of firing pal now seems to be off the table. and the name calling. And what happens today when that name calling is over and Pal's job's not in danger? Not that it ever should have been, either legally or professionally. Well, I'll tell you what happens.
The stock market explodes higher. That's because Wall Street was terrified Trump would cause a constitutional crisis by trying to fire the Fed chief. What's really amazing is that the market had just rallied yesterday merely because the president didn't trash pal. Now, I want to say something here. I think it was actually it's beyond belief how easy it is for this one man to tame a bear.
Even if it's a bear that he released on us in the first place. All Trump had to do to cause the two-day rally was not repeat that pal was a major loser and then say he wouldn't try to fire the guy. It certainly helped that President Trump indicated there could be a deal with the Chinese even though from what anyone can tell there's not a lot of discussion with China.
The president also conceded that the tariff rate on China won't be 145%. Oo, but it won't be zero either. Again, not as precise as we'd like, but it's improvement. More importantly, it worked. If you wanted higher stock prices like I do, it worked. Now, I don't know if people realize how extraordinary all this is.
You call the Fed chief some funny names, the kind that would make most of us feel somewhat remorseful given how Pal's kind of a pretty dignified guy. You tell your lieutenants to see if if you're allowed to fire him. Then you say it was really drummed up by the press and the market rallies like nothing ever happened.
It's almost as if it there's a whole exercise is a it's a TV show. I mean you can see pal walk into the boardroom. He seems calm. Cool character sits down. President consults with his other judges. He then turns to look right at the Fed chief and he says, "Listen, Mr. Major Loser, you may be too late, but you know what?
You're not fired." And then the NASDAQ goes up 2%. Whoa. Now we're almost back to where we were about a week ago before the press began to jit up those stories about the president bash bal. All right. What what's really going on here? Look, the president is very powerful, especially when he's fixing problems of his own creation.
But something else is going on here, too. The companies that reported yesterday and today gave you amazing numbers with excellent forecasts even if the tariffs stay on. The CEOs of these companies one by one calmly talked about how their business is terrific and could even get better. Not the stuff that you expect when you think they were supposed to have a recession.
Just take tonight's show. You're going to hear from the CEOs of some of the largest, most important businesses on Earth. You listen to the CEO of Verdive, perhaps the most important company in that red hot data center business, and their business is incredibly strong. No cessation in sight. In fact, I think it's accelerating.
You're getting that acceleration for free with that down stop. Do you listen to an interview with Bill McDerman, the CEO of Service Now, a huge enterprise software company that reported it arguably the best enterprise software quarter we've seen all year. Service Now is a hero stock putting up insanely good numbers when it stocks seem to indicate they'll get a shortfall.
Totally wrong. You're going to get to meet the COMG Renovo company is furiously trying to meet the demand for more electricity in this country and it can't meet that demand. It has too much business. I'm calling it a high quality problem. These are companies with stocks that were seething to go higher.
They wanted to launch, but they never would be able to get off the ground as long as the president was rolling out new nicknames for J. pal like maybe Cherry Garcia talking about how Pal's favorite group, the deaden company, should file for chapter 11. I say that with some mirth as Pal's the epitome of a distinguished banker, economist, historian, and yes, dead head.
These three stock stories come on top of GE Aerospace, which just shot the lights out. 3M, which is in the midst of a major turnaround. These are big American companies. Given that the whole world's thinking we're about to have a recession here because of the extreme tariff turmoil, these are the kinds of companies that should be slashing the numbers, but they're not.
They're raising the numbers. Oh, and just tonight, the story. Texas Instruments, which have been struggling mighty of late, shed the weaknesses, put up terrific numbers that might be enough to ignite what had been a more abundant chip cohort. Now, here's the real kicker and the difference between Yellowstone and Wall Street.
The Ranger can't really make the grizzly on get on his hind legs and dance. But the president, he got the bear doing a kickline. Where is Tesla? Here's a company that reported one of the worst quarters of the years. I I mean, it's really terrible. It's just disable. But the stock soarses more than 5%.
Why? Because CEO Elon Musk is getting out of Doge. He's spending more time with Tesla. That's enough. Now, if this were one of those days where President Trump pokes fun at major world leaders and doubles the tariffs on the spot, Tesla stock would have taken on the chin. But when the president backs away from his high-risisk demands, the market's suddenly very forgiving.
And when he talks positively about exempting some companies like the autos from some tariffs, well, you know what happens? House of pleasure. Yeah, we need these companies to do well if we're going to avoid a downturn. Let me give you one last thought about this. If the president were to use his power to be constructive, to not call people names, to lighten up on Truth Social, and to say it's time we roll up our sleeves and make some trade deals, then I think the market would really roar.
And if he simply said, you know what? I want to go back to the way I was last time in the White House where everybody wins. Then the Grizzlies would go into hibernation for four years. We wouldn't be talking about a bare market rally. We'd be talking about the best ways to serve bare meat. It's a cookbook.
Bottom line, that's how powerful Trump has become on Wall Street. On days like today, it's helpful. But for most of the year, it's gone the other way. Of course, you never know who he'll target next. We don't want any of the big CEOs to be trash. That could hurt. The market doesn't care if he goes after law firms or colleges.
But going after central bank, different story. Right now, Trump owns Wall Street and only he can decide if that's going to be good thing or a bad thing. I think it's time to go all in on good. Let's go to Rash in California. Rash, hi Jim. Um, I love your show and your advice. I partnerally watch your show.
I have a question. What do you think if it's a good time to buy Oracle stock now? The stock is pretty beat down right now and Oracle is way beaten down. It's another one of those stocks that's being hurt because it's got into the data center. Look, it's up four today. I never cancelled buying a stock up four.
But I will say this, Oracle has multiple has compressed to the point where it's now an inexpensive stock and that's what matters. How about we go to Mary Joe in Florida? Mary Joe. Hi Jim. Mary Joe, how are you? I'm great. Hey. Uh, I'm club member, longtime, first time. Yes. And I just want you to know I really appreciate you.
In 2008, in 2008, I um I sold half my portfolio with the rant. In October, in in March, I started buying again and by September, I was back to even. I mean that saves my bacon as far as my retirement account is concerned. Anyway, and I'm retired now and disabled. So, it's really important. Anyway, I I'm a club member.
I have Well, Mary, first of all, thank you. I know that that was heartfelt and I that I did that is the kind of thing I'll call my wife after the show and say, "Look, I did good and she needs to hear it and I need to hear it." So, thank you. Thank you. You did really good. Really good. Thank you. So, uh, yeah, I'm calling about CAT.
I, um, I'm a club member. I h, but I didn't liquidate it completely when the club sold out a few a while back, right? And, and now it just seems like it's not an environment for construction. You're right. It's not, Mary Joe. And boy, Jim Umple is retiring. Oh, man is he good. He's the guy who really turned the company into a into what I call a secular grower.
Uh that said, it's not expensive, but you're right. It may not be the time to own Caterpillar. It is a better there may be a better season coming. And again, thank you for your kind words. And remember, you know, sometimes I got lucky, too. Mark Hannes, the late Mark Hanes really helped me try to find the bottom.
So, I can't, you know, I I got to give him credit cuz he really helped me a great deal. Anyway, look, right now, Trump is running Wall Street and only he can decide if that will be a good thing or a bad thing. I'm hoping for some good. Oh, man. Tonight, don't miss this lineup of post earnings exclusives.
Next, Service Now is on the movie after top and bottom line beat today. Wow, I got to see you to hear what's ahead for software in the midst of macro uncertainty and it's platinum. Then, Genova slid alongside the market during the recent sell off, but we gained some traction today. I'm checking with Top Brass, get a better read.
And later, Verdict blew higher after its quarter across the tape this morning. I'm digging in the data center industry with the company's top brass. .
댓글 0