Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/11/25
15 snips
Nov 12, 2025 Jim Takelett, Chairman and CEO of Lockheed Martin and U.S. Air Force veteran, shares insights on the company's commitment to hiring veterans and adapting technology for modern defense challenges. He emphasizes the importance of leadership traits gained through military experience. Cramer also delves into the potential impacts of the AI data center boom and discusses the market's resilience after a recent pullback while evaluating stock opportunities in companies like Meta and Starbucks.
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AI Boom Faces Growing Risks
- Jim Cramer warns the AI/data-center investing boom may be narrowing and riskier as debt and overexpansion appear.
- He predicts fewer winners and more losers, shifting the market from "magical investing" to profit-driven selection.
Public Talk Of Government Backstops Mattered
- OpenAI CFO Sarah Fryer's comment about federal loan guarantees spooked markets and raised worries about government backstops.
- Cramer says such talk made OpenAI appear vulnerable and tarnished the invincible narrative.
Hold NVIDIA — Don't Trade It
- Own NVIDIA as a long-term core hold; Cramer says "don't trade it."
- He flags SoftBank's sale of NVIDIA as a cautionary signal, not a reason to sell permanently.
