Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/27/25
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Oct 27, 2025 Jim Cramer navigates the buzz around mega-cap earnings from tech giants like Alphabet and Meta, breaking down their key metrics. He assesses Amazon's growth prospects and explores Apple's iPhone 17 success alongside potential AI partnerships. The rally in auto stocks from GM and Ford is analyzed, highlighting recovery trends. Cramer ranks contenders for the next trillion-dollar company, while cautioning against market froth reminiscent of the dot-com era. He shares rapid-fire stock advice and bullish insights, especially on AI leaders like Qualcomm.
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Mega-Caps Dominate Market Direction
- The Magnificent Seven (plus Tesla and NVIDIA) now drive ~35% of the S&P 500 and thus determine near-term market direction.
- Losing these mega-caps would prevent a sustained market advance, so their earnings matter far more than most other companies.
Wait For The Conference Call
- Don't trade on headlines for Alphabet, Microsoft or Meta; listen to the conference call before making moves.
- Wait for detailed conference-call information because these companies operate across many businesses and you'll likely get them wrong otherwise.
Search And AI Are Complementary
- Google Search and Gemini (Alphabet's AI) have complemented rather than cannibalized each other, strengthening Alphabet's ad business.
- Google Cloud is now the Wall Street focal point and its capacity issues are creating higher-cost infrastructure decisions.