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Facebook takes another shot at grabbing social media stars from YouTube UK says it is happy with Rupert Murdoch's Sky News commitments related to bid for parent company Apple CEO Tim Cook says separating immigrant children at US border is 'inhumane' In the short history of Trump trade conflicts, it has paid to buy the market dip Danny Meyer stands by cashless push: 'We're unaware of any federal law' that requires accepting cash Express Scripts boots another online pharmacy — CareZone — from its network Home Depot and two other Dow stocks look ripe for a buy, says technician Snap shares plunge after analyst says users are less engaged White House's Navarro on China trade talks: No knowledge of Apple iPhone exemption Merkel, Macron agree on euro zone budget Walgreens and Humana are partnering to create senior health hubs Sarepta Therapeutics shares soar 50% on positive preliminary results for muscular dystrophy gene therapy Verizon pledges to stop some selling of phone-location data There's one Dow stock having a great day: Verizon Europe's IPO market heats up, and unicorns are getting in line Amazon wants a hand in all your deliveries, unveils last-step option for FedEx, UPS and private mail Soybean prices drop to two-year low on US-China trade war fears Cramer: US-China trade fight 'is not serious' right now; Trump has upper hand China has a limited number of weapons to use in a trade war with the US Laws governing medical marijuana could soon be relaxed in the UK The flip phone is about to make a big comeback as foldable screen nears reality Here is what a student could have made if they invested their 2014 summer earnings in FANG stocks VW names interim Audi boss, seeking to steady brand after its CEO's arrest Here’s the fundamental error in Trump’s trade strategy Chip stocks dive on trade war fears as industry gets a majority of its revenue from China New home construction booms to a near 11-year high in May A dangerous dot-com era phenomenon is back and it's going to inflict pain, Jim Paulsen warns Netflix gets a $500 price target, the highest on Wall Street Apple is the big tech firm most at risk from a US-China trade war AT&T promises fewer ads, tailored programming after merger with Time Warner Stocks making the biggest moves premarket: VZ, TSLA, AAPL, WFC, T, SIRI & more Billionaire Howard Marks: Computers won't put the best human investors out of business CVS introduces prescription drug delivery as it braces for Amazon's possible entry Former turnaround exec Bozoma Saint John: Uber was 'the poster child for everything gone wrong' Trump told Tim Cook that US would not place tariffs on iPhones, but Apple's still worried Amazon's Alexa will now be your butler at Marriott hotels Billionaire investor Jim Mellon: Sharp sell-off in US stocks is the start of a 'very major correction' South Africa will avoid a ‘knee-jerk’ reaction to currency weakness, central bank deputy says Dow futures tumble as China responds to latest Trump threat North Korea's Kim visits Beijing as South Korea and the US halt military drills 'Belligerent' US trade stance could hurt America's iconic companies the most, Jim O'Neill says Irish central banker says it's too early for the ECB to discuss future rate hikes All global currencies will become cryptocurrencies, Circle CEO says Abu Dhabi Financial Group unit offers to buy Abraaj's investment management arm Beijing subways could get facial recognition and palm scanning tech, Chinese media reports Roche agrees to pay $2.4 billion to buy the rest of Foundation Medicine Japanese e-commerce company Mercari surges more than 70% in Tokyo debut European markets seen sharply lower as Trump threatens new tariffs China's central bank delivers surprise stimulus as trade spat with US worsens Shares of China's ZTE sink 23% after US Senate targets company in new bill Has a US-China trade war begun? 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Technology

Cramer Remix: Silent powerhouse stocks like this one are key to strong markets

There are few things CNBC’s Jim Cramer likes more than a broad-based rally, and often times, unknown stocks are the ones driving the gains.

“At a time when so many stocks have come up so far so fast, I think it’s worth calling attention to these stealth out-performers that, in many ways, are far more emblematic of this advance than a Facebook or a Netflix or an Alphabet,” the “Mad Money” host said.

One such stock is LKQ Corporation, a little-known $11 billion auto parts giant that distributes alternative and specialty car parts. Many of its products are recycled from car accidents.

With shares up 33 percent since April, LKQ has been quietly building up its business, making a series of strong, international acquisitions and integrating them well.

The company has purchased a number of European auto parts players just in time for the continent-wide economic rebound, giving it the scale and bargaining power to negotiate with suppliers.

“The bottom line? I love this kind of story. It’s meat and potatoes. LKQ is exactly the kind of quiet, unheralded, under-the-radar winner that makes this market so powerful. I think it deserves more credit. That’s why I’m sponsoring it and why I’m pounding the table,” Cramer said. “Given the strength of the numbers and the stock’s cheapness, I bet the completely anonymous LKQ has a lot more room to run. Sure, I’d like it on a pullback. That’ll give you a chance to get to know the company, not just the initials, before you take the plunge.”

It’s easy to forget that stocks can trade, and trade viciously, on the trends of supply and demand, Cramer said on Thursday.

“Like any other market, when there’s too much demand, stocks go higher, and when there’s too much supply … stocks go lower,” Cramer said. “Today, you could see those supply and demand dynamics in action … and that led to some very difficult trading.”

When it comes to demand, the technology sector is a clear leader, Cramer said. Investors are hungry for everything from semiconductor and gaming stocks to those tied to e-commerce, social media and software.

Supply is still rife in the struggling retail sector, in which companies are slashing prices to avoid being crushed by high-volume online retailers like Amazon.

Oil stocks are also lagging on a surplus of inventory as energy companies continue to sell oil futures at $50 despite the International Energy Agency’s bearish outlook for the fate of oil.

Domino’s Pizza President and CEO Patrick Doyle told CNBC on Thursday that pizza delivery is getting a major reboot.

“We’ve been talking about natural voice as how we think people are going to interact with technology for a while. We started investing in it three or four years ago,” Doyle told Cramer in an exclusive interview.

Now, Doyle’s starting to see his pizza-meets-tech giant’s investments bear fruit, he told Cramer.

“Alexa, now, of our AnyWare suite of products, has been really the strongest for us in terms of total number of orders. That keeps growing,” the CEO said. “Google Home’s doing well. We’re looking at other ways we can use that. So that’s important from an ordering perspective.”

Doyle also highlighted Domino’s partnership with Ford to test self-driving cars for pizza delivery. Announced in August, the project will be a continuation of Domino’s tech-enabled delivery experiments, which have included drone and robot delivery tests.

“[With] this relationship with Ford and the testing we’ve been doing on autonomous vehicles, we’re figuring out new ways to deliver to people. It’s going to take some time, but we’re excited about it,” Doyle said.

Cramer is hoping to see strategic changes made at Procter & Gamble after the consumer foods giant narrowly won a proxy fight with activist investor Nelson Peltz.

“Why not expect some change?” he said. “Nearly half the shareholders who voted agreed with Peltz that Procter is too insular and not innovative enough when it comes to developing smaller new brands into larger established ones. That’s what Peltz was pushing for in a nutshell.”

Considering the millions of dollars Procter & Gamble spent to fight Peltz over the investor’s desired board seat, Cramer thought it fair to expect change, particularly because the company won the vote by such a small margin.

It’s probably in Procter & Gamble’s interests to incite some sort of change, the “Mad Money” host said, pointing to the weakness among consumer packaged goods stocks.

Only three exceptions exist — Estee Lauder, Clorox and Unilever — and all three have stark similarities that Cramer said Procter & Gamble should take to heart.

In Cramer’s lightning round, he shared his take on some callers’ favorite stocks:

Mazor Robotics Ltd.: “You’ve got to hold Mazor because they’re the next Intuitive Surgical.”

Bristol-Myers Squibb Co.: “Bristol-Myers came all the way back [and] made a new high despite the fact that it lost out in a bunch of head-to-heads against Keytruda. Look, you’ve got to like it. The one I’ve been buying for ActionAlertsPlus.com is the unfortunate Allergan, but Eli Lilly looks good.”

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Source: Tech CNBC
Cramer Remix: Silent powerhouse stocks like this one are key to strong markets

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