Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/8/25
18 snips
Oct 8, 2025 Michael Inchner, Co-founder and CEO of CoreWeave, dives into the booming AI infrastructure market, detailing how their competitive edge lies in software integration and strategic acquisitions. He explains why partnerships with giants like NVIDIA validate CoreWeave’s growth potential. Sean Boyd, Chairman of Agnico Eagle Mines, discusses the gold rally, citing central bank demand and supply constraints as key drivers. Boyd also highlights Agnico’s strategy in stable jurisdictions and the intersection of gold and cryptocurrency in today's market.
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Three Coexisting Economies
- Jim Cramer divides today's economy into three distinct economies with very different dynamics.
- The AI/data-center economy is booming, the real economy is slowing, and a speculative retail-driven cohort is bubbly and dangerous.
AI Build-Out Powers Market Gains
- Since ChatGPT's launch, data-center build-out drove most S&P returns, earnings, and capex growth.
- Major hyperscalers and AI leaders have strong balance sheets, so this cycle differs from dot-com busts.
2000 Hedge Fund Experience
- Cramer recalls running a hedge fund in 2000 and profiting by shorting dot-coms, showing he lived that cycle.
- He uses that experience to argue current AI winners look very different from failed dot-coms.
