Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/16/25
Dec 17, 2025
Jim Cramer dives into Wall Street's backlash against data center spending amid the AI boom. He likens tech giants Amazon, Microsoft, Google, Meta, and OpenAI/Oracle to mafia families in their fierce data battles. With a spotlight on Oracle, he emphasizes the need for fiscal discipline to stabilize the market. Cramer also examines how recent economic data affects Fed rate expectations and discusses oil's prolonged weakness with expert Carly Garner. Listeners get advice on stock timing and energy investments, plus insights on Texas Capital's turnaround.
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Data-Center Build-Out Is Overstated
- Jim Cramer sees data-center spending as a market scarlet letter that turned off money managers and rotated capital away from hyperscalers.
- He argues the hyperscaler build-out is excessive and unsustainable, pressuring related stocks until spending discipline appears.
Storage Stocks Are Cyclical Winners
- Cramer highlights storage companies (SanDisk, Western Digital, Seagate, Micron) as beneficiaries of tight supply and strong demand.
- He warns storage cycles are boom-bust: price power exists until manufacturing capacity catches up and then stocks can plunge.
Bond Market Could Force A Truce
- Cramer compares the hyperscaler rivalry to The Godfather's five families and says a truce led by Oracle could restore rationality.
- He believes Oracle must show discipline, or bond-market pressure will force a slowdown and relieve the sector's overspend.