Turmoil in this market all the big moves i see, both up and down, including today. The dow dipping 37 points, s p declining, the nasdaq lost 0. 28 . Underneath, though, theres a lot of rumblings i blame the millennials. Theyre impossible to getaway from and i have to tell you if it werent for the fact that i have two millennial daughters, i would hate this generation the generation that demands to be catered to or they cut you off at the knees or at the cord if youre a cable operator Everyone Wants millennials as customers because theyre old enough to have disposable income but young enough to be persuadable. That means you need to advertise on the internet, because thats where this generation resides. Thats why 45 of cloroxs add go to facebook and google. Clorox is at 45. Second, perhaps because of low wages and student loans, they pay out for very little. Weve identified over and over, millennials will pay premium for uber, for air b b and the iphone and theyll pay up it for makeup they dont want to pay up for cable because they prefer netflix and amazon you need to understand these facts. The facts about millennials, because theyre changing the wait companies have to do business consider the tectonic shift we are seeing right now at the Walt Disney Company last night we got a onetwo punch. First, the company launching a subscription based Online Streaming Service for espn next year to reach those millennials and everybody else disney is planning to cut off netflix in 2019, so they can launch their own competing streaming service. Is it smart . Is it dumb no, wrong questions. I think it was unavoidable and inevitable if millennials arent going to watch traditional cable on tv, Media Companies need to come one a package to reach them or risk being left behind. Disneys ceo knows that. The theme park and movie businesses are going strong, so he recognizes that something needs to change if the company is going back to growth mode hes pushing a reset button here, betting its better to get some of the millennials through the web than to get none of them through cable. I think hes right if he can make the online version of espn attractive enough with the Super Technology of bam tech, which disney just acquired a majority share in, it could be a big win but what about the second thing . Why is he doesnt need to cash in on netflix. As much as he needs independence from netflix to prove and validate the value of disney content. Which could be worth a lot more. Clearly disney believes its spoke is too cheap on the call, disney indicated its on track to buy 9 to 10 billion worth of stock disney should stop buying back all that stock and instead to make sure theyve got the best streaming offers make the content good enough and even millennials will pay for it the question is, how long will it take for disney to make this work how fast can espn subscribers drop i think its a footrace. But at least the narrative has changed to a killer theme park and studio business thats developed a fantastic Online Technology platform to deliver superior sports programming. The disney can deliver, it can be the kind of aggregator that facebook might be interested in buying for a huge sum. Anyone who watched bam Technology Like i do, the amazing mlb app, its legitimate it is that good. If he pulls this off the transformation will be huge and showcase how strong disneys theme parks and studios are. Maybe theyll Start Talking about the studios and theme parks and how much they matter this is the kind of stock i like to own just a question of execution disney is just one example of millennial domination. Estee lauder is on fire, thanks to the selfie generation the stock jumped 2. 71 mccormick, the spice king pen, 90 today. The stock zoomed to 95. 76 what an incredibly successful offering, mustard and franks hot sauce. Why . Almost no calories ideal condiments for the millennial generation thats obsessed with looking and feeling good thats a big reason why i Charitable Trust owns aller rrverallergan theyre working on a breakthrough depression drug check out the Time Magazine story that came out about a week ago. And the millennials love staying home playing games while they drink beer and nvidia, they make the best graphics chips for gaming. Same with pepsico and those who give up on dominos, youll regret it. Kids hate going to the mall, they like to order stuff online. It gets rockier when you think about what they dislike. Their love for uber and now lift is so intense that they arent guying cars like they used to. Theyre starting to impact car sales. They care about the environment. Thats where the prospects for oil and gas could be horrendous. And if you own netflix, the company has been preparing its own Digital Content for years. With the exception of disneys marble, i think it will be just fine so the bottom line, look for the fingerprints of the millennials. Theyre behind the love of the moves of so many stocks. Disagree just ask bob iger, who is twisting his company into knots to get the younger generations attention and i think he will succeed. Bob in illinois, bob caller thanks, jim i know they sponsor their show, but please dont let that sway you. Im curious about metlife. Ive got to tell you, like my wife and kids i dont watch the show either. I cant bear to listen to me either, just for the record. I keep my voice down when i go out of town. Metlife, i dont want the local stuff. They should come on the show and explain themselves im happy to have them john in new york john caller jim, john in new york how are you doing . Doing all right how about you, john . Caller doing fantastic Beautiful Day today. Isnt it . Try to catch some rays caller thank you much. My question is this, theres one stock that ive beenloving since 2009, all the way up to 2013 out the tranches i bought, i held on to im buying some back now at a higher price im not sure if im doing the right thing or not what is the stock there caller bgs they had a terrible quarter, john man, theyre cutting them down to size. The numbers arent there bob cantwell has to come on. They are in the center of the storm, and thats where you dont want to be all right, the millennial power behind this market, wow theyre driving stocks, even the big dogs like disney mad money tonight, as tensions rise, are you looking for a stable play in this market im offering my take on what could be worth it if things continue to escalate and whats the best performing stock on the dow jones this year it aint apple ill reveal it and shares are up 80 from a year and a half ago. Can the company continue its rise hey, dont leave me. Apple had a good day again stick with cramer. Dont miss a second of mad money. Follow jimcramer at twitter have a question . Tweet cramer at madtweets send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. We, the people, are tired of being surprised with extra monthly fees. We want hd. And every box and dvr. All included. Because we dont like surprises. Yeah. Like changing up the celebrity at the end to someone more handsome. And talented. Really. And british. Switch from cable to directv. Get an all included package for 25 a month. And for a limited time, get a 100 reward card. Call 1800directv. At the lexus golden opportunity sales event before it ends. Choose from the is turbo, es 350 or nx turbo for 299 a month for 36 months if you lease now. Experience amazing at your lexus dealer. Who knew that phones would starentertaining us,ng . Getting us back on track and finding us dates. Phones really have changed. So why hasnt the way we pay for them . Introducing xfinity mobile. You only pay for data and can easily switch between pay per gig and unlimited. No one else lets you do that. See how much you can save when you choose by the gig or unlimited. Call or go to xfinitymobile. Com. Xfinity mobile. Its a new kind of network, designed to save you money. Listen, dont bother trying to play the Nuclear Standoff with north korea its fools game im not saying you should. Freak out. After all, this is the first time a rogue nation with nukes has flat out threatened to use them on us weve had nukes pointed at us before i can remember when russia decided to turn cuba into a nuclear launches pad in 62. Terrifying to think how close we came to a fuel nuclear war fortunately, the soviets backed down now, this situation in north korea is bad, but its not the cuban missile crisis all over again. Unfortunately, we dont have any good options there for anyone that thinks a military strike is a good idea, you must, must, must read mark bowdens piece in the atlantic on how to deal with north korea. Theres no way for us to hit him without endangering all of south korea and much of japan. And to say nothing of american bases in the pacific maybe even cities on the west coast. According to experts in the state department and the military, we may just need to accept a Nuclear Armed north korea, because the other options are unthinkable. I would love to take out kim jongun, but not at the cost of tokyo. Of course, im not a goto go on Thermo Nuclear war, but i am the goto guy in the event of a Thermo Nuclear war have cash, gold and velveeta im told that it survives even nuclear war. You should always have some cash and maybe 10 , 20 of your portfolio right now. I want some gold for the possibility of a calamity, even as i think in actual Nuclear Exchange is unlikely i prefer bullion i also am standing by my longliked stock of rangold, which can go much higher its looking good here ive been recommending defense stocks for ages and i think you can still buy lockheed martin. The second best is raytheon. I didnt care all that much for the General Dynamics quarter lets go back to the most important principle, though. The defense secretary and the secretary of state have had to walk back statements made by the president that sounded like were launching missiles by the weekend. At this point, if either side blinks, were going to get a rally. I dont want to miss that rally. With that level of cash and gold, your participation in the post crisis rally will be just fine and even if we need to live with a nuclear icbm armed north korea for the rest of kim jonguns lifetime, i think the market can handle it. Much more mad money ahead. Boeing took flight nearly a century ago and hasnt looked back can it continue to soar past estimates . And an exciting acquisition this morning to help people find and discover data with the sound of your voice kit add to earnings . Im talking to the ceo and the prognosis was positive after the stock closed up here. But after a 30 decline here, should you be worried about the sha shares be quarantined . Im talking to the ceo so stick with cramer your brain is an amazing thing. But as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. Thankfully, the breakthrough in prevagen helps your brain and actually improves memory. The secret is an ingredient originally discovered. In jellyfish. In clinical trials, prevagen has been shown to improve shortterm memory. Prevagen. The name to remember. Chances are, the last time yoyou got robbed. An, i know i got a loan 20 years ago, and i got robbed. Thats why i started lendingtree the only place you can compare up to 5 real offers side by side, for free. Its like shopping for hotels online, but our average customer can save twenty thousand dollars. At lendingtree, you know youre getting the best deal. So take the power back and come to lendingtree. Com, because at lendingtree when banks compete, you win. Pop quiz whats the best performing stock in the Dow Jones Industrial average . So far in 2017, its boeing. Boeing by a mile the aircraft maker is up more than 50 yeartodate. Second place, apple up 39 and while boeing has been doing really well all year, its taken off over the past month thanks to the fabulous quarter the Company Reported last week boeing had a 25 cent earning base, and the stock caught not one, two, three, four, but five analyst upgrades in the wake of the report five thats how the stock rallied nearly 10 in a single day while i still like boeing very much, all this begs the question, how the heck did so many analysts miss this one . Why didnt these highly paid professionals, the analysts, money managers, see this one coming what caused them to underestimate this perhaps the greatest american manufacturer lets set the stage. While boeing has been roaring, it seemed to lose its mojo in 2015 and 2016. Investors started worrying about the slowdown in china. Even when those concerns abated, it took a while to regain wall streets trust the companys longtime ceo and uber cramer fav jim mcnerney retired march 1 of last year what timing, huh boeings revenue seemed to be evaporating. By the Second Quarter of 2016, it was down 1 now, since then the numbers have improved dramatically and i think the ceo is doing an excellent job. But i think investors really they havent been willing to give him the benefit of the doubt. However, boeing has been producing excellent numbers of late so maybe its time we give him more credit. Right before the election, the Company Reported a blowout quarter late last october. Even though revenues declined by 9. 5 , the company made 3. 51 when the analysts were only looking for 2. 62. [ applause ] boeing has become a profitability machine. Since then, the company has blown away the earnings quarter after quarter. Of course, the stock took off after the election like so many other defense stocks the defense stocks, they just wont quick. The next time we heard from boeing in january, we got another top and bottom line beat but the government seemed to be turning into a tail wind from a head wind. Even though trump criticized the cost of air force one, so far the Trump Presidency has been a positive for boeing. Defense is one of the few areas where the president and the gop controlled congress can agree to spend more money and boeing could be a big beneficiary. When trump travels, hes basically acting like a big arms dealer for u. S. Companies. Boeing works with companies that respect friendly with the u. S. Just since december, theyve agreed to tell 110 passenger aircraft to various airlines theyve got to be the biggest beneficiary of peace with iran however, the real story has to do with cost savings thats how the Company Managed to give us financial earnings. Boeing has been laying off workers left and right last year, the company cut its commercial airplane workforce by 8 , including getting rid of some executives. So far this year, boeing has had 1,880 workers at their seattle facility then in june, they announced 200 more layoffs at the South Carolina campus. Boeing wants to embrace automation and other technologies in short, the machines are taking over, and its good for business which brings us to the quarter boeing reported on july 26 wow. It was so beautiful. I didnt even believe it when it first came out boeings cost and expenses fell even more, shrinking by 17. 6 . These cost cuts have been the main driver of the stocks rally. Its how boeing can earn 2. 65 and the analysts were only looking for 2. 30. As the ceo put it on one of the greatest Conference Calls where the analysts were in disbelief, i quote, our teams are delivering better performance in every segment of the business. Our robust cash flow enabled us to return more value to the shareholders and invest in future growth and a plan to accelerate Pension Funding wow. Its straight up, just like a boein boeing clearly wall street was surprised by these numbers you can see the same thing in the analyst reports. Multiple firms upgraded boeing after the quarter. Goldman sachs, rbc capital, taking the stock from a sell what were you doing with a sell on boeing, guys . To neutral just about everybody raised their price targets as well as estimates. Boeing boosted its own earnings outlooks by 6. 5 why the heck did so many firms have sell ratings on the stock it was the best performer in the dow for 2017 its not like this was some kind of stealth jet rally lets look at a couple of firms. Goldman added bowing to their sell list in february of 2015. Where did they go wrong . They assumed lower sales would transha translate to lower stock prices. When things started getting better, they dug in their heels on the bear thesis rather than capitulating i bet theyre kicking themselves in february, buckingham took boeing from neutral to under perform. They predicted it would go lower thanks to a series of revisions. Whoops, couldnt have been more wrong. Morgan stanley takes boeing from overweight to equal weight the analysts explained with the stock up 40 , the riskreward wasnt as favorable as it used to be. Fair enough, but turns out he was available. Its under promise and over deliver. The ceo of boeing has been the master of u. P. O. D. In short, boeing is its kin of some would say sandbag maybe more of these guys should realize the company is being conservative thats the way they are. Of course, over the past few months, stocks going from dirt cheat to moderately priced given how the Company Keeps delivering earnings, i wouldnt be surprised if those estimates are too low. Boeing managed to blow away the numbers last month, because the analysts arent giving the ceo the credit he deserves while more than enough have gotten religion, theres still a lot of holds on this darn thing, and i believe boeing is being underestimated, meaning the stock could have more room to run. Buy buy buy ed in west virginia. Caller hi, jim General Electric has been lagging in the market for a long time do you feel that the longterm prospects for general election justify hanging on to it oh, boy, i talked about this today in my conference call. I said listen, i feel like it can go down to 23 but i dont want to sell at 25 and get back in at 23 i dont like what we just heard with boeing. Thats what i think could happen by the way, live nation just reported a great quarter and we should book the ceo i like that guy very much. Any way, thats an aside dare i say, i think the best dow performer this year, boeing, has more room to run thats r