It was for a moment. Ital ital italys Coalition Looks Like it will survive and the ecb standing pat with Interest Rates. Adp, because of the shutdown, the the only number were expected to get this week comes in under expectations. And george soros making a claim that the euro crisis is over but the European Union may not survive. And what is microsoft without bill gates . Some investors are pushing for gates to be removed from the board. And the three major ipos, brands that you know, well bring you the first trades as soon as they open. First up, futures moving lower on day two of the Government Shutdown, this on which data from adp shows private sector added 166,000 jobs last month, below expectations. The numbers taking on more significance as fridays release of the jobs numbers has been hindered by the showdown. The president hosts 19 ceos at the without today, center stage is jamie dimon and, jim, heres how the papers are playing the shutdown. Heres the journal, capitol digs in for the long haul. Heres the washington post, bracing for a long battle. Market wont like that as much as it will a short shutdown. A lot of what were hearing now is what happens when you cant find key data . When you buy a house, you need to have irs records. If you cant get the irs records, you cant get a house. Housing has been a main stay of the economy. Is everything remax saying about the future knocked off because of these numbers . Im hearing theres people at the labor department. Everyones trying to make a point. The point is this shutdown must hurt you. It almost seems like they want it to hurt Key Industries because theyre so removed from the Business Cycle down there. For those who follow the minutia and washington and john harwood is our best at that following the big picture and the small picture, there does seem to be this belief theyre starting to get closer linking everything together. The cr, continuing resolution, for a long time and the debt ceiling and the sequester. There seems to be some glimmer of hope that maybe it all gets rolled in and you get some negotiation and up surprise everybody with a bigger than expected deal. That would be something. I think were back in one of those moments where youll see bursts of the futures and thats someone who thinks harwoods coming on, i better go. Im not kidding. The centrality of it. Hes coming on, maybe hes got something. We need to see because of these adp numbers, we are seeing sequester, i think, underneath all these numbers. I think were seeing that the government continues to tighten the belt. I just dont want to see europe go back because of something we do. I dont want to see china go back. Maybe were going to be an impediment to world growth again. Its fragile out there. You mentioned the irs and housing. S. E. C. Is operating on the socalled carryover funds. But that should only last a few weeks. Duncan said last night on our 270,000th show congratulations. I still remember 260,000. Incredible how you go back. You were long trex futures. No, i was short the stegsauerus. I was thinking about what duncan said. Duncan said well be fine. I dont want the qualifiers here. No one knows. Ers Erskine Bowles was talking does everyone know how catastrophic it was, the debt ceiling . Social security. How do you write Social Security checks if theres no debt ceiling . That will wake people up. Thats a big wakeup call. Were not there yet. Looking at all of the different News Services that tracks these things. Maybe theyre having a conversation, probably not, maybe they will. John mccain may swoop in or maybe he wont or somebody else will. Thats the news cycle were dealing with. What happens if boehner says lets just have a vote. On a clean cr . Yeah. Then its over. But boehner has to stand up to his party. But theyll say, new york its not the republicans. Its not. Its part of the republicans. There have been 12 republican members of the house calling for a clean cr vote. The question in the post, is that the beginning of a trend . How many do you need to get it to a vote in thats the tough question. Is it beginning to thaw . Meanwhile were going to be dealing with the debt ceiling. Youre thinking like a business person. Well, thats the only way to think. Well, not if youre down there. I think youre thinking, okay, listen, this is the second american revolution, there are people who feel like this, there was a great article today about missouri and health care and about the tea party taking over the missouri government saying, listen, we got to make a stand here and show people how horrendous the Big Government is. When reagan talked about getting the government off the backs of the people, he never talked about shutting down the government. I loved reagan. But reagan was radically left. Compared to these guys. Compared to these guys. Political turmoil here. In italy, turmoil averted there after former Prime MinisterSilvio Berlusconi decided to back letta. And his point is Angela Merckel won theyre thinking about world war ii and theyre thinking if we have currency, maybe germany doesnt rearm. These guys, this is about 1936. There was a question whether the british thought whether the french would really fight the germans and talks behind the scene between the nazis and british. They never want to go to that path again. They dont want to have negotiations about whether there should be armament. This is the security against armament. Theres a Million Dollar additional buyback. That hes asking for. Its a very Stable Company versus a shaky Balance Sheet of an unstable government. You seem to have done a better job of figuring things out over the last few days than we have. What did they have a verisimo party that buckled . What is that . Pdl. Its not lipton tea, ill tell you that much. Lets move on to microsoft, another company were watching very closely. Apparently three of the largest shareholders for microsoft. This a reuters story. Ill want to share that for you with that caveat. Theyre pushing, reuters says, for microsoft chairman bill gates to relinquish his position. Reuters reporting the three hold. I think his presence blocks the adoption of new strategies, will limit the power of a new chief executive. Interesting story, i have not been able to confirm it at this point. I have obviously talked many times here about opposition from some of the large shareholders. Well beyond value act but it was value acts ability to recognize dissension without the ranks of that Shareholder Base that it capitalized on to get itself a board seat next year about ballmer and the fact that he wasnt grooming anybody for suggestion session. Okay, they dealt with that. Now most recently huge opposition to the nokia deal, wondering what in the world they were thinking. Can i just step back for a second . Bill gates is a little bit like warren buffett. People think he invented this great system. Now maybe he gave it to ballmer and ballmer didnt develop windows. These are people who own a little bit of stock. And theyre anonymous. The newspaper is not quoting them. This is bill gates. What happened in this country that he created this Wonderful Company and theyre going to throw him out. Why do they want to throw everybody out . Gates, 80 million shares a year. By 2018 hell have no financial stake in the company. How do you square that with someone who is chairman of the company in. By the way, that was not lost on jeff of value act when they began that campaign in april, that quiet campaign. People still assumed he still held the company. That was not the case in parts because of the foundation. This nokia thing struck a cord. They keep selling and selling. This is a Great American can be i know we may think apple surpassed samsung. Maybe nokia is a side step. This is a Major American Company and theyre saying, listen, we have to throw the bum out. Bill gates, he created the company. I remember when that deal came public at goldman and i was trying to get a few shares. Why . Because they revolutionized things. They got left behind yet im on their system. They got left behind yet the europeans are getting a little traction with their phone. They got left behind yet every pc has them except for mac. How bad are they really . Well talk more about it and more about the mulally story. It seems hard to imagine that would happen. Does that really feel like the right fit for sort of putting the company on a different trajectory for a longer term . Mulallys a lot older than ballmer, isnt he . Hes a caretaker if he comes in. Why would you want that . I dont want any of this. I think the Company Needs to get better. Companies with great Balance Sheets can get better. Alan mulally is a Balance Sheet expert first. Hes incredible. He did a lot to save boeing. If you didnt see mad moneys 2,000th episode, you missed a big treat, a big show. Duncan niederaur outside the big board with a surprise for cramer. This country you can come back from anything. I slept back here, i had a. 22 caliber pistol, a bottle of jack daniels. One out of three aint bad. Look at you today. Its your 2,000th show. Part of the legend for cramer, he lived out of his 1977 Ford Fairmont briefly after moving to that thing was a chick magnet. Was that the actual or the replica . That wasnt the actual, that was scratched, not unlike what they do with goldfingers car. Remember that . I do. I did live in the car. The police are always willing to let you stay in the truck stop, youre not allowed to sleep at venice beach, hancock park, the Pioneer Chicken lot, all the places that are well lit, the police do not let you live there. You must have had a heck of a dating life then. I lived for a shower. I had one cord roy jacket my mom had bought me, i had a pair of jeans. My editor would say you have to get that outfit pressed. I said what am i going to wear . I was doing fire stories, covering homicide. When youre living in your car, youre always first on the scene. Yes, you are. But what a show you had last night. Your car totally behind you. Thank you. That was really sweet. And the president of cnbc, that was great. It was a chokeup moment. Im screaming at regina gillis, where we going . Its not lit, its not on the stage. That was my exact model, though i had an automatic and that was a stick. That engine had souped up power, way more than mine did. When we come back, Margaret Kelly, ceo of remax. Implied open down 64. Squawk on the street back in a minute. The worlds a nicer place in my beautiful balloon which help us attract the industrys brightest minds who create powerful strategies for a countrys investments which are used to build new schools to build more bright minds. Invested in the world. Bny mellon. Big day big day for ipos here on the big board. We have three Companies Going public today, the empire state trust, the owner of the Empire State Building, the burlingston stores, remax. Let me say i think the Container Store is very similar to costco. Really . Yes. In sort of a cult sense. The ethos. Yes, in a cult sense, thank you. Its going to be very, very big. I think pot belly is going to be used. Theyve already bumped the range many times. Believe it or not, Burlington Coat, its a growth stock. It wasnt for a while. Theyve been adding a lot of stores. Empire a Real Estate Trust and remax. Some investment 152 companies have gone public this year, its up 50 plus percent from this time last year and were not done clearly. No. The ipo may face delays. As duncan pointed out last night, the number of jobs created by this is just amazing. Is it enough to offset what the government is doing . Probably not. But every time we do bring one of the young Growth Companies on, theyre using ipos to add jobs, to hire. Thats not every time. Sometimes we have ipos that are mostly selling shareholders. You have to watch out for that. Not watch out, be aware. Its an untold story. We have twitter coming soon. Alibaba early next year and hilton this year. And chrysler . The these are amazing times. These are making money for people. Is the president into hot deals . A little stock . This twitter deal i reiterate is a 20 billion deal. 20 billion market cap, in other words, will ensue as a result of the ipo. Somebody is going to say somebodys telling you to buy twitter. No, the opposite. You havent seen the s1. Why dont you wait . Because i know companies would like to buy that to move into social. Theyre willing to pay a big premium that would be 20 bills. I got you, i got you. Steve miller says do you take the money and run here . 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Whered you get that sweater vest . Your ford dealer. I i feel like busting loose usually i know those songs, not that one. My research director, nicole, is here. Shes done a fabulous job on our show and i should have mentioned her last night. Nicole, thank you very much. Working hard. She seems focused on other things. Monsanto has a number that i feel wasnt that bad. This is a love stock, it is red hot. It will come back. As much as people push back on genetic modified seed, this is the future. Do not think of it as just an ag play. Its not a fertilizer company, its much bigger than that. Do i give it a higher multiple than i would . Exactly. Theres where im going. Monsanto is a stock that people look at and they come back and say that number wont so bad and they have a bright future. It has been one of the great ag plays. Mosaic has not been that good, deere has not been that good. I like biotech and monsanto is a Biotech Company for seeds. Fabulous. Were going to keep a look on shares of mon, up about 8 this year. We have a lot more to keep an eye on, including those three ipos. Three Companies Making their wall street debuts. Stick around for more squawk on the street and the opening bell after this. Follow, but at xerox weve embraced a new role. Working behind the scenes to provide companies with services. Like helping hr departments manage benefits and pensions for over 11 million employees. Reducing document costs by up to 30 . And processing 421 billion dollars in accounts payables each year. Helping thousands of companies simplify how work gets done. Hows that for an encore . With xerox, youre ready for real business. [ bell ringing, applause ] five tech stocks with more than a 10 . Change in aftermarket trading. All the tech stocks with a market cap. Of at least 50 billion. Are up on the day. 12 lowvolume stocks. Breaking into 52week highs. Six upcoming earnings plays. That recently gapped up. [ male announcer ] now the world is your trading floor. Get realtime market scanning wherever you are with the mobile trader app. From td ameritrade. Youre watching cnbc squawk on the street, live from the Financial Capital of the world. The opening bell in about ame t minute. A lot going on in october. The last 20 years, dow opening up, runs counter to the image october has. As long as ive been in the business, weve always feared october and it turns out september is when you need to fear. You know what, when were up a lot going into october, that has been a problem. I remember 87 very well. We kept going up and up, japanese came in and bought the opening every day. Next thing you know were, wow, were 29 multiple. Watch the pricetoearnings multiple here. A look at the s p on the top of your screen. The Empire State Building trust celebrating its ipo today. Other ipos today, remax. Well talk with them later in the show and burlington store, the parent of Burlington Coat factory. And speaking of nasdaq, heres what usa today fronts the fact that the nasdaq has officially tripled from the 2009 lows and they mentioned all the things we talk about, biotech, technology. Nasdaq is up 1 for the week. Thats going for five straight weeks. It did six straight at the beginning of the year but it is we discovered nasdaq is riddled at companies that are laughing at washington so to speak. They dont play any role. You got celldex, facebook. These are companies that you dont really think that wait a second, debt ceiling, i have to worry about celgene. Just the opposite. There is propensity in the nasdaq to look at those companies and realize these are big, Bold Companies that have nothing to do with washington funding. Speaking of the nasdaq, tesla does to downgrade, say theyre bullish long term but any hiccup in execution could be a problem and they mention rising interest. When you look at whats been done, its hiccupless. When you look at the chart and you look at the interest and the multiple and youve had a buy on it, youre justified in saying, all right, im going to at least try and stick with some semblance of reality and worry about the multiple and growth rate and downgrade