Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/6/25
Oct 6, 2025
Jim Cramer dives into the exciting world of Wall Street, discussing OpenAI's significant chip deal with AMD and the impact on AI technology. He also analyzes the buzz around Take-Two, predicting a potential surge with the release of GTA 6. Listener calls explore banking stocks and the electricity boom in data centers, with insights on which utilities stand to benefit. Additionally, he tackles the challenges facing Inspire Medical amidst competition from weight-loss drugs. Cramer finishes strong with his thoughts on consumer resilience and quick stock opinions.
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OpenAI-Amd Deal Validates Big AI Buildout
- OpenAI's deal with AMD signals hyperscalers will buy massive amounts of compute from multiple suppliers.
- That competition validates a large, sustained data-center buildout powering AI growth.
AI As The Fourth Industrial Revolution
- Cramer frames AI as the fourth industrial revolution with multiple hardware vendors at its core.
- He argues the market isn't a single-vendor story and sees AMD as a second heart to the industry.
Hold Bank Of America After Big Gain
- Do hold Bank of America rather than cashing out a 65% gain according to Cramer.
- He calls the stock inexpensive and expects it to run higher.
