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(Updates from 10:59 a.m. ET with closing information.) NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Thursday: Cramer agreed with Stifel cutting its rating on MasterCard ( MA). "For the first time Visa ( V) and MasterCard are not trading together. MasterCard people are selling. Visa had an amazing quarter. Stifel's right," he said. MA rose 1.1% to $545.53. International Paper ( IP) reported a "rare miss" Cramer said. "I just got to dig deeper. This could be an opportunity." IP fell 3.5% to $44.27. Alcoa ( AA) is debating cutting back production. "The world is flooded with aluminum," Cramer said. "They don't know what to do. It's not just China, it's Russia." AA was flat at $8.46. Every day Gilead Sciences' ( GILD) stock stalls, Cramer said. But the company has a new drug for hepatitis C and "I think they've got the cure." GILD ended Thursday up 4.1% at $52.18. Prudential Financial ( PRU) had a good quarter. "Holy cow! When they get it right, when you look at what happens, what an amazing story," Cramer said. PRU jumped 7% to $63.41. Allergan ( AGN) stock overreacted to news that a drug that wasn't expected until 2017 is not working. The stock dropped 14% Wednesday. Still, Cramer said, "What a great story that is." AGN rose 2.7% to $101.31. To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here. -- Written by Anthony Buccino in New York. Follow @AnthonyBuccino