 Hey, Good Wednesday morning. It is time to talk about the markets with Jim Kramer on the floor of the New York Stock Exchange. Jim stocks are down. Trump's speech last night triggering new concerns about a government shutdown. Yeah, I think it really triggered new concerns about the president. I mean, I think the speech was over the top. And I think that you can now say that without worry, because since the CEOs have resigned from the councils, you realize that there's a Trump who is coherent and a Trump who is rambling. And I think that the Trump last night was someone who you just felt like, you know, what this guy is not in command of the president. And I think that maybe if people just come out and say that, who watch him, they'll realize that the speech he gave the night before was total command. And I think that it's worrisome for people that perhaps things are a little bit too nutty, just plain nutty. And you asked Salesforce CEO Mark Benioff about President Trump last night on med money. I mean, he just said, look, you know, I'm not on the council. I offered advice. You offered good advice about the apprenticeship. I urge people to read the beginning of Mark Benioff's Salesforce.com conference call, where you have some comments to say about the political time. I know that even when you say that someone's anti-Nazi these days, there are people who say, wait a second, let's not be so sweeping about the Nazis. But I do find that that's wrong. Let's talk about Salesforce's quarter. I mean, amazing results. Yeah. I mean, I think that initially people were selling this Salesforce because the stock, because they felt that the gross margins weren't as good. There was no guide up. But historically, the company has trounced the gross margins. So I think you just got to give them that that's not their style to just routinely guide up and guide up and guide up to levels where if there's any problem, they'll miss as they did. If you look at last year's quarter, they guided up and then Brexit happened and they missed. And I think that they are a little more cautious than people realize. It's a very professional call. Well, and when I was watching your interview with Mark Benioff, I mean, he got so riled up, he almost sounded like another CEO you talked to, John Leisure at T-Mobile. Yeah. I mean, I think that this was a quarter that really was an amazing quarter. There was so much to like government spam was big, retail was big, Europe was big, a gigantic veterans administration contract, a nice U.S. bank-corp contract. A contract that they couldn't even reveal that was their biggest one. A share take from Oracle, Oracle will disagree with that, but it wasn't all cylinders. It was a, as I said, it was a nine-cylinder conference call on eight cylinders. All right. And staying in this area on Stop Trading on Squawk on the Street, you talked about IBM and a Morgan Stanley note. Yeah. Katie Ubert, you might like very, very much in a very non-promotional way. Put out a piece that might say that you could read a saying that IBM's gotten a level where you shouldn't sell it anymore. And maybe that's the case. I thought it was good. It's funny because I was going to do Western Digital before that, because Western Digital is now in talks with Toshiba. I always thought that could happen. We had a good trade for Western Digital for Action Alerts. Then I felt we had to go because the actual core business isn't that good. But watch that if Western Digital gets the, and its consortium does get Toshiba. It's very good for Western Digital. There's a big event today in New York, the Samsung unpacked event. They're launching the Galaxy Note A. What a horrible year it's been for Samsung. Well, it's been horrible for that device, but not for the stock. The stock's been great and the company is remarkable in its staying power and it's, and love the lower end is love. The phone has got this good curvature to it. I'm an Apple guy, but Samsung, they were down, but they were clearly not out. Speaking of Apple, there was a New York Times report that they're scaling back their self-driving car program. Yeah, this is one that, ordinarily, people like and then people realize how much money it costs. I look at how much money Google's put into Waymo and Waymo's the winner. They've got the architecture. There's no need to duplicate or go up against Waymo. It's just not a smart thing to do. Jim, I want to move on to retail. There was news that Walmart products will now be available on Google Express. They've always been, but this is more of a tie up. And I think that Google, the voice recognition isn't what it needs to be. Remember Frank Blake, the instrumental CEO at Home Depot in terms of the turnaround, has said he thinks Alexa is a real threat. And so you do have to, Walmart needs Google to get better. Staying with retail, what did you make of Lowe's quarter? It's pretty bad. Yeah, Lowe's quarter. No, it wasn't that bad. It's just bad because it was 4% comm stores. It's just bad relative to Home Depot and to Lowe's own expectations. I expect Lowe's trades lower than it is now. And Jim, as a gardener, you shop at Lowe's. Yeah, but Lowe's lines are too long and I tend to like Home Depot better. Where I go to my Home Depot is in Riverhead, Long Island, and there's a Lowe's across the street from it. And when I go to the Lowe's, even though they do have some, some of the planning is the same. They do have some better plants to wait in line like that is to miss key gardening timing. All right, Jim, let's move on to earnings to watch. We have some more retail names, Ulta Beauty. Yeah, no, I mentioned that Ulta, Opco had a piece saying that Ulta's probably going to have to soften. Now, is Ulta like Starbucks 64 down to 53 and then suddenly people feel like that perhaps the stock is discounting that? Or is Ulta going to have a genuine shortfall and go dramatically lower from here? I don't know. The more we get pieces like Opco, which basically rein in the expectations between now when they report tomorrow, the more people feel better when they report. But Ulta has great loyalty program. Ulta has a business that's challenged because department stores have been cutting price. But I would not count out Mary Dillon. All right, another retailer reporting earnings tomorrow Dollar Tree. You know what? The Dollar Stores, my friend Matthew Boss and Morgan Stanley has had the best coverage of those. I think Dollar Tree is the best of those. It's the one I go to. But retail has been so case by case, I now feel that I've been sticking with TJX as the winner and I'm not going to go downscale other than to say that I think that Walmart's good. All right, and then actual alerts plus holding Broadcom is reporting results as well. Yeah, there's a lot of analysts who've been saying buy the stock ahead. I hate that because that means the stock has run, not unlike Salesforce, which ran. But Salesforce delivered and obviously I believe that Broadcom will deliver. Or we wouldn't own it for the trust. All right, we'll look forward to your bulletins. And Jim, before we let you go, the Powerball jackpot is now over $700 million. Where should people invest? Whoever ends up winning. You know, I've always found and I've dealt with people who have won when I was at Goldman Sachs. You take the money up front, you don't take the long term payments and you only need to get rich once, so don't screw it up. Good advice from Jim Kramer. Thank you so much for more information on the stocks. Jim mentioned, please head back to TheStreet.com.