$URI United Rentals Tape Reports

Per Ticker.id: $URI United Rentals Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-25 23:12 UTC.

1. Welcome back. About 30 minutes into the hour, 3 big movers we're watching. First up, American and Southwest both cutting their outlook, blaming high fuel costs. Airbus, both airlines saying a jump in fares were not enough to offset higher energy prices. United Rental at the top of the S&P, boosted by a beaten raise. Street's positive on margin expansion, revenues up 12%. And we're watching shares of RTX lifting guidance for earnings, revenue, and free cash flow. Backlog up 22% year on year and sales for the Raytheon business up 18% year on year.

   Carl Quintanilla — Squawk on the Street · 10AM Hour: Google Cloud CEO, IBM CEO, Tesla’s Worst Day in More Than a Year 7/23/26 · 2026-07-23

2. And it's in every way a leveraged play on this all working out. And they're very much connected to OpenAI, obviously. They had massive multi-hundred billion dollar commitments to build, you know, for demand that they're promised, but that nobody has the money for yet. So I think all of that, all that makes sense that it would be a pressure point. I do think we still have to keep in mind we've had these crises of faith before. We've had this, this sort of need to skim away a lot of the excess in the short term. People get overexcited that we've overplayed the theme in the, in the immediate run. And then things get reset. Maybe we're restoring stocks' ability to rally on good earnings news as we get into earnings season by just kind of taking them off the boil. I just look at it and say like, look, United Rentals isn't cheap. It's a 22 times, right? All the stuff you'd say we should rotate into, not a lot of it looks like it's been neglected and cheap and ignored. So I think that's the tricky part.

   Mike Santoli — Squawk on the Street · 9am Hour: Global Chip Sell-Off, Netflix Tumbles, Apple Reclaims the Market Cap Crown 7/17/26 · 2026-07-17

3. It's time for the white round. 4 stock. My step— there's the grabs on the 5. We play the sound and then the lightning round is over. Are you ready, Ski Daddy? To the right. Let's start with Dan Matches. Dan. Hi, Jim. Thank you very much for taking my call. I appreciate it. Of course. Okay, I need your most trusted advice on a company called Kratos Dependent Securities. K. Absolutely. Dependent stocks have literally been cut in half, including this one. I think that they've been punished enough. I actually want to buy Kratos. I've been a supporter for a long time. It did go up to $120 without me. I think it's a good level here. Let's go to Dave in Texas. Dave, evening, Jim. Good evening. My question is for— my question is for EquipmentShare. The stock continues to fall, hit a 52-week low recently compared to its peers. Is it a buy? Which one is it? I'm sorry. Oh, I got that one wrong. I got that wrong. Uh, I thought this would be like United Rentals, and it wasn't. It's disappointing, and I can't stick with it. I just didn't see the difference between this and URI, and I made, I made a mistake, and I'm sorry. Let's go to Tom in Connecticut.

   Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/14/26 · 2026-07-14