Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/22/25
10 snips
Oct 22, 2025 Mark Casper, Chairman, President, and CEO of Thermo Fisher Scientific, discusses the company's robust quarterly results and its groundbreaking collaboration with OpenAI aimed at accelerating drug development. He shares insights on reshoring and the company's $1.5B investment in U.S. manufacturing. Casper also highlights recent advancements in neurodegenerative research and a strategic acquisition that strengthens Thermo Fisher's bioproduction capabilities, making it a key player in the biotech landscape.
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Stock Moves Can Mask Company Health
- Stocks can decouple from the underlying company when profit-taking follows big rallies.
- A broken stock is not necessarily a broken company, so evaluate fundamentals quietly after earnings.
GE Vernova: Great Quarter, Big Sell-Off
- Jim uses G.E. Vernova as an example of an excellent quarter that still triggered a steep sell-off.
- He notes the stock erased most losses and finished only modestly down, illustrating profit-taking dynamics.
Vertiv: Expected Monster Quarter, Price Already Set
- Vertiv reported an 'amazing' quarter with organic orders up 60% yet the stock fell after an initial pop.
- Cramer and Vertiv's chairman commented that expectation had already been priced in, prompting profit-taking.
