Squawk on the Street AMD Lifts the AI Trade, Dow Extends Record Run, House Vote and the Shutdown 11/12/25
36 snips
Nov 12, 2025 The podcast dives into AMD's significant AI-driven sales growth, sparking renewed excitement in the AI market. The Dow reaches a historic-high, buoyed by confidence in government re-opening efforts. Discussions also highlight IBM's advancements in quantum computing and potential market shifts. Jim Cramer explores the impact of hyperscaler debt, while contrasting profit-driven versus magical investing. Retail trends for the holiday season and emerging healthcare risks from the shutdown are analyzed, alongside notable stock recommendations.
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From Eyeballs To Profits
- The market is shifting from 'magical investing' to 'profitable investing' where earnings matter more than eyeballs.
- Jim Cramer warns winners will narrow and losers will multiply if profits don't follow hype.
Favor Profitable, Lower-Multiple Stocks
- Avoid companies burning cash and relying on hype; prefer profitable, lower-multiple names.
- Cramer explicitly says do not embrace firms hostage to OpenAI without proven profits.
Energy Is The AI Bottleneck
- Data center power and energy storage are critical constraints for AI expansion.
- Cramer highlights turbines and batteries (Elon Musk) as bottlenecks for data-center growth.
