

Mad Money w/ Jim Cramer 7/11/25
Jul 11, 2025
Explore the impact of new tariffs and a declining Dow on Wall Street's complexities. Delve into stock trends of heavyweights like PepsiCo and Netflix, with hints of cautious optimism ahead of earnings. Discover how Capital One's acquisition of Discover might shift growth opportunities and why Contour Brands is becoming a hot investment pick. Gain insights into pivotal market strategies, including a thoughtful discussion on selling Alphabet stock and the potential of AI investments. Listener Q&As add a personal touch to the financial navigation.
AI Snips
Chapters
Transcript
Episode notes
Market Resilience Amid Tariffs
- The stock market shows strong resilience despite new tariff threats.
- Individual investors continue to demand stocks, defying negative news impact.
Capital One’s Strategic Acquisition
- Capital One's Discover acquisition boosts growth and lowers reliance on competitors.
- The deal may increase earnings per share by 15% by 2027, with new international opportunities.
Contour Brands' Revival
- Contour Brands improved after a tough tariff-related period and a strong Helly Hansen acquisition.
- The company aims to expand outerwear and grow Helly Hansen's business significantly.