Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/15/25
16 snips
Oct 15, 2025 
Rene Haas, CEO of Arm Holdings, discusses the game-changing partnership with Meta, focusing on AI and low-power devices. Brian Niccol, CEO of Starbucks, reveals insights into the company’s turnaround strategy and innovative customer engagement initiatives. Lastly, Anthony Noto of SoFi shares the company's approach to digital banking, including new products like SoFi Plus and plans for crypto integration. These leaders offer a glimpse into how technology and strategic shifts are reshaping their industries.
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AI As A Fourth Industrial Revolution
- The AI revolution is a fourth industrial revolution driven by massive backend compute and data center build-out.
- Jim Cramer warns the scale of spending on infrastructure is the gating factor for AI adoption and winners will emerge after overbuilds shake out.
AI Build-Out Mirrors Railroad Overbuild
- Cramer compares AI data-center overbuild to 19th-century rail overexpansion where losers failed but the technology endured.
- He argues the winners from today's AI build-out will capture outsized gains after weaker players are wiped out.
ARM Enables Cloud-To-Wearable AI
- Arm and Meta announced a broad partnership spanning data centers and a common software stack between cloud and wearables.
- Rene Haas emphasizes ARM's role enabling consistent, low-power AI from cloud to local devices like Meta's glasses.