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Stocks pop on Monday as M&A and earnings reports lead the market higher, while manufacturing orders rose.
Kimberly-Clark and VF Corp. are two companies that represent the consumer, and their earnings weren't very good, Cramer says.
Stock futures are rising on Monday on news of an AT&T deal with Time Warner and a mix of other mergers and deal talk.
Kimberly-Clark (KMB) reported third-quarter earnings and revenue below estimates and reduced its full-year outlook for earnings.