Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer 04/23/25

9 snips
Apr 23, 2025
Bill McDermott, CEO of ServiceNow, shares insights on the company's strong quarterly growth, emphasizing AI's role in enterprise automation. Scott Strasing from GE Vernova discusses advancements in energy solutions and the importance of new infrastructure to meet rising demand. Gio Apertazzi of Vertiv highlights the significance of data centers in a tech-driven future. The discussions reflect on adapting investment strategies amid political fluctuations and the ongoing confidence in artificial intelligence's impact on the market.
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INSIGHT

Trump's Power Over Markets

  • President Trump's statements greatly impact market movements, taming Wall Street bears with mere remarks.
  • Corporate earnings remain strong despite tariff concerns, supporting market rallies.
ADVICE

Oracle Buying Strategy

  • Consider buying Oracle when it is inexpensive following compression.
  • Avoid buying when stock is rising quickly to prevent premature entries.
INSIGHT

ServiceNow's AI-Driven Growth

  • ServiceNow delivers strong AI-driven growth outperforming many enterprise software firms.
  • Its focus on automating processes enhances productivity amid global economic uncertainties.
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