On Holding Co-CEO: We are in a really strong position against tariffs
Martin Hoffman, On Holding Co-CEO and Chairman, joins 'Mad Money' host Jim Cramer to talk quarterly results, tariff impacts, and more.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
3 hours ago
- Yahoo
Union Pacific Corporation (UNP): Jim Cramer Believes The Norfolk Deal Won't See Competition
We recently published . Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer recently discussed. Union Pacific Corporation (NYSE:UNP)'s shares, like those of Norfolk Southern, dipped by a little over 2% after it announced that it would take over the latter. Investors were worried about the deal's financing affecting the firm's income statement and balance sheet. Here's what Cramer said about the deal: 'Well what's incredible if you look at the actual rails, it makes so much sense. There's so little overlap. You wanted East-West. It's [inaudible] be great thing. There is tremendous congestion, where the two in the Midwest, in Chicago area, it's so, I don't see a lot of the overlap that would make you not like it. I think that, if you were a regulator in the previous regime, you might say, you know what, these two will never compete if we let them merge. So we can't let them merge because now they won't go against each other. But the fact is, they were never going to go against each other. That's not, the rails, stop doing that years ago. 'This is a deal where you just would never have seen it. . .I think that they have a feeling that this one's gonna go. Don't matter what [inaudible] get it. And, I would argue that if you think there's going to be big reindustrialization, Carl, you do want it. It makes sense to have this type of seamless rhythm. The rails are, look I think we all wish that we didn't, that we had more rails in the country, they're much cleaner, 400 miles to the diesel gallon. You could argue that other countries have them in a much more you, in a superb way, and we're a little disjointed, This makes a lot of sense.' While we acknowledge the potential of UNP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 hours ago
- Yahoo
Norfolk Southern Corporation (NSC): Jim Cramer Believes The Union Pacific Deal Won't See Competition
We recently published . Norfolk Southern Corporation (NASDAQ:NSC) is one of the stocks Jim Cramer recently discussed. Norfolk Southern Corporation (NASDAQ:NSC)'s shares fell by 3% after Union Pacific announced that it would acquire the firm. Mergers in the railroad market have been a regular feature of Cramer's morning show, as he and co-host David Faber were the first to discuss them. Here's what Cramer said after news of the deal broke: 'Well what's incredible if you look at the actual rails, it makes so much sense. There's so little overlap. You wanted East-West. It's [inaudible] be great thing. There is tremendous congestion, where the two in the Midwest, in Chicago area, it's so, I don't see a lot of the overlap that would make you not like it. I think that, if you were a regulator in the previous regime, you might say, you know what, these two will never compete if we let them merge. So we can't let them merge because now they won't go against each other. But the fact is, they were never going to go against each other. That's not, the rails, stop doing that years ago. 'This is a deal where you just would never have seen it. . .I think that they have a feeling that this one's gonna go. Don't matter what [inaudible] get it. And, I would argue that if you think there's going to be big reindustrialization, Carl, you do want it. It makes sense to have this type of seamless rhythm. The rails are, look I think we all wish that we didn't, that we had more rails in the country, they're much cleaner, 400 miles to the diesel gallon. You could argue that other countries have them in a much more you, in a superb way, and we're a little disjointed, This makes a lot of sense.' While we acknowledge the potential of NSC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 hours ago
- Yahoo
Novo Nordisk A/S (NVO): Is This Incompetence? Wonders Jim Cramer
We recently published . ABC is one of the stocks Jim Cramer recently discussed. Novo Nordisk A/S (NYSE:NVO), the Danish healthcare company, hasn't performed well in 2025. The shares have lost a whopping 43% year-to-date and sank by 22% in July after the firm cut its full-year growth guidance to 8% to 14% from an earlier 13% to 21%. Crucially, Novo Nordisk A/S (NYSE:NVO)'s downbeat guidance was on the back of worries about its weight loss drug Wegovy. Investors weren't pleased that the firm expects to struggle in the hot weight loss drug market. As for Cramer, he believes incompetence might have a role to play in Novo Nordisk A/S (NYSE:NVO)'s woes: 'Now that is, I felt, that borders on incompetence, given the fact that we know all of the different uses that are coming. But this company has been challenged, they seem way out of their league.' Copyright: dolgachov / 123RF Stock Photo Previously, the CNBC TV host discussed Novo Nordisk A/S (NYSE:NVO)'s exposure to sectoral tariffs by President Trump: '[If market should start thinking about sectoral tariffs after Trump's latest remarks] I mean when I heard it first I said okay, so they put a tariff on Novo Nordisk. It's really good for Eli Lilly. Now that's not necessarily what we're talking about but remember this price differential right now. . CVS, Eli Lilly versus Novo. So for Wegovy versus Zepbound. Be interesting to see what happens, I think it's very bullish for Eli Lilly.' While we acknowledge the potential of NVO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
