Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/24/25
14 snips
Oct 24, 2025 Jim Cramer dives into the chaos of earnings season while predicting a potential Fed rate cut amidst a government shutdown. He highlights key upcoming reports from major companies like CVS, Boeing, and tech giants such as Apple and Amazon. Cramer shares insights on the struggles of Globant in the AI landscape, urging caution over perceived value traps. He also evaluates listener portfolios, offering investment advice across various sectors. Finally, he warns against rapid tech speculation while identifying stocks likely to benefit from supply constraints.
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Fed Cut Likely After Benign CPI
- Fed likely to cut rates a quarter point because CPI was benign and the economy is stalling.
- Cramer links tame inflation and layoffs to justify an upcoming rate cut.
Beware Momentum In SoFi
- Be cautious with SoFi after a huge run; profit-taking risk is real.
- Avoid buying impulsively into stretched digital-bank rallies without fresh conviction.
Supply Constraint Fuels Seagate Upside
- Seagate benefits from being supply constrained amid high demand for disk drives.
- Supply constraints can materially boost pricing power and stock performance.
