
Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/13/25
8 snips
Nov 14, 2025 Ari Emanuel, CEO of Endeavor, discusses TKO Group Holdings’ media strategies and the importance of locked-in contracts for steady revenue. Mark Shapiro, the COO, dives into global partnerships and financial priorities like shareholder returns. Tom Jordan, CEO of Cotera, shares insights on the booming natural gas market and the influence of activist shareholders. The conversation also touches on the challenges facing the experiential economy and the impact of AI on employment trends.
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AI Mania Shows Dot‑Com Echoes
- Jim Cramer warns the AI/data-center mania is starting to unwind and compares it to 2000 dot-com excesses.
- He highlights insider selling, secondary offerings, and money-losing peripheral plays as warning signs for a broader shakeout.
1999 Hedge Fund Trade That Shaped His View
- Cramer recounts his 1999 hedge fund experience of liquidating and shorting as dot‑coms collapsed after insiders sold.
- He uses that episode to explain why he's flagging similar behavior today.
OpenAI's Scale Is A Systemic Risk
- Cramer calls out OpenAI as hugely influential but financially stretched, noting its CFO suggested possible government backstops.
- He warns that being "too big to fail" invites systemic risk and dependency.






