Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/19/25
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Dec 20, 2025 John Gibson, President and CEO of Paychex, joins to share insights on the company's financial results and the integration of Paycor. He discusses the resilience of small businesses and the employment trends shaping their future. Gibson highlights how Paychex's client base is less vulnerable to AI job losses, addressing the evolution of hiring practices and tax implications for businesses. Their conversation dives into the synergies created through the Paycor integration, shedding light on the economic landscape for small enterprises.
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Data Center Build-Out Faces Real Constraints
- The AI/data-center theme suffered as funding, labor, materials, and power constraints emerged and Wall Street punished overexpansion.
- Jim Cramer sees a possible revival if capital returns to fund hyperscalers and related tech suppliers.
OpenAI Fundraising Could Move The Market
- OpenAI's fundraising and Oracle's financing are pivotal to reigniting AI infrastructure spending and related stocks.
- If OpenAI raises massive private capital, it could force hyperscalers to accelerate data center investment, lifting many beaten-down tech names.
Consider Buying Dell On Weakness
- Buy Dell despite recent slides because founder Michael Dell will likely buy and support the company.
- Expect limited downside around $110–$115 according to Jim Cramer.