Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 2/26/25
Feb 27, 2025
In this discussion, Mark Benioff, co-founder and CEO of Salesforce, shares insights on the company's strong financial performance and groundbreaking AI initiatives. Meanwhile, Rick Smith, founder and CEO of Axon Enterprise, highlights his mission to reduce gun violence through innovative policing technology. The conversation dives into investment trends, emphasizing the pet industry's growth and Axon’s role in modern law enforcement. Listeners gain a glimpse into the transformative power of technology and innovative strategies shaping market opportunities.
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Tariff Talk Trumps Earnings
- The stock market's narrative has shifted, with presidential pronouncements on tariffs outweighing positive earnings reports.
- This new pattern creates a mercurial market where trade policy uncertainty fuels investor anxiety.
Apple's Tariff Troubles
- Apple's $500 billion U.S. investment commitment is substantial, but the stock still dropped likely due to tariff concerns.
- Uncertainty about trade policy, particularly regarding Taiwan and China, creates investment risks, even for American companies.
Bonds as a Safe Haven
- The bond market offers safety amidst tariff-induced market volatility.
- Consider bonds as a safe haven, as they are less susceptible to presidential pronouncements compared to stocks.