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) -- The markets rode the momentum Thursday from GM's stirring return and the improved financial outlook for Ireland.


Dow Jones Industrial Average

jumped 173.35, or 1.57%, to 11, 181.23 and the

S&P 500

added 18.10, or 1.54%, to 1,196.69. The


jumped 38.39, or 1.55%, to 2,514.40.

Guy Adami said on


's "Fast Money" TV show that


(DELL) - Get Dell Technologies Inc. Class C Report

was moving higher in afterhours trading after a strong earnings report, including a gross margin of 19.5%. He said the stock could break out if it rises above $14.50.

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Joe Terranova said it was interesting to note that Dell reported a 27% increase in government spending, an area that was weak in



(CSCO) - Get Cisco Systems Inc. Report

earnings. He said that led him to believe that Cisco's public sector spending woes were specific to itself.

For a breakout of some stocks from a recent "Fast Money" TV show, check out Dan Fitzpatrick's "3 Stocks I Saw on TV."

3 Stocks I Saw on TV

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Karen Finerman said she found it impressive that Dell was showing discipline in getting out of the mobile tablet business. Jon Fortt,


tech correspondent, said Dell was abandoning areas that were yield little or no margins.

Melissa Lee, the moderator of the show, said that

(CRM) - Get Salesforce Inc. Report

was also surging on a strong earnings report and a bright outlook for the rest of the year. Terranova said is the first cloud computing name to hit $1 billion in revenue in 2009 and is aiming for $2 billion in 2012.

As for the general market, Terranova said it was moving sideways, causing him to take steps to protect what he is in while taking some off the table.

Jon Najarian said the market was great today, with GM drawing everything to it. Finerman said GM opened up nicely but didn't finished great.

Barry Ritholtz, CEO of Fusion IQ, said GM's future will depend on the Volt. He said the electric car can become a winner for GM like the Prius was for Toyota.

Anthony Scaramucci preferred


(F) - Get Ford Motor Company Report

for the footprint and depth of its management team, which has succeeded in cutting $10 billion of infrastructure costs and gaining market share against GM and


(TM) - Get Toyota Motor Corporation Report


Lee said that GM stock can gain some traction in the coming weeks by getting on the Russell 3,000 as early as Dec. 17 and with the start of options trading on Nov. 29.

Najarian discussed the fallout of GM's IPO and how it sucked the life out of other IPOs. He said that was the reason why Burlington Coat Factory pulled its IPO and why he got out of Caesars Entertaintment's IPO.

Scaramucci didn't think much of Caesars IPO, saying the company has a 93% debt-to-capital ratio and predicted hedge funds will short the stock when it becomes public and go long on the debt. He said a better choice in the casino space would be

Las Vegas Sands

(LVS) - Get Las Vegas Sands Corp. Report


In a segment of food inflation, David Riedel of Riedel Research said one way to play the sharp rise in wheat prices is to invest in

Banco Marco

(BMA) - Get Banco Macro S.A. ADR (representing Ten Class B) Report

, a bank in Argentina that provides loans to wheat farmers.

Najarian said he took advantage of the selloff in solar stocks by making some quick trading profits in

Trina Solar



First Solar

(FSLR) - Get First Solar Inc. Report


Ritholtz returned to provide his take on inflation, interest rates and economic growth. Instead of a scenario of rising interest rates and inflation, he said the demand for capital can grow if the economy continues to improve slowly and if a new capital expenditures rule is enacted to allow 100% depreciation in the first year.

Scaramucci said a better scenario would be a step-up in bank lending, but Ritholiz said financially strapped banks are much more focused on recapitalizing their balance sheets.

In the final trades, Scaramucci liked Ford. Terranova liked l


(HPQ) - Get HP Inc. Report

, while Adami said Dell looks like it's going to break out. Finerman was into long calls for

Pride International


. Najarian said he was trading out of




--Written by David Tong in San Francisco.

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To watch replays of Cramer's video segments, visit the Mad Money page on CNBC


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