Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 03/25/25
Mar 25, 2025
Discover insights into the evolving landscape of data center investments and AI infrastructure, with a spotlight on NVIDIA. Delve into the dual-edged implications of AI advancements for cybersecurity, especially following Google's massive acquisition in the sector. Explore promising innovations from Vertex Pharmaceuticals, including a new non-opioid painkiller, and the strategic moves within the packaging industry aimed at sustainability. Wrap up with high-energy stock insights on popular companies in a lightning round, all while assessing the broader economic outlook.
AI Snips
Chapters
Transcript
Episode notes
Data Center Investment
- Don't give up on long-term investment ideas even when they are challenged.
- Jim Cramer believes in the data center story despite market negativity.
CapEx Boom vs. Bubble
- The current AI spending boom is a CapEx boom, not a bubble like the dot-com era.
- While some CapEx booms bust, others like the interstate highway system created value.
AI Boom Winners
- Like the dot-com boom produced Amazon and Google, the AI boom will also have winners.
- Companies like Alphabet, Microsoft, and XAI are vying to be those winners.