Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/17/25
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Sep 17, 2025 Carl Eschenbach, CEO of Workday, discusses the company's ambitious AI strategy, the exciting Workday Rising event, and a bold $5 billion buyback plan. Kevin Murphy, President and CEO of Ferguson, highlights the company's diverse business mix, growth opportunities in data centers, and its pivotal role in major construction projects. Together, they provide insight into the future of tech and construction, making compelling cases for their respective industries.
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Fed Cut Was Telegraphed, Not Market-Altering
- Jim Cramer argues the Fed's quarter-point cut was expected and shouldn't spur wild trading swings.
- He sees the market reaction as temporary and calls the move an opportunity to buy selectively.
Buy NVIDIA, Don’t Trade It
- Cramer recommends owning NVIDIA for the long term rather than trading it around news about China.
- He suggests buying if you can get shares down near the $160 level.
Banks Benefit From Falling Short Rates
- Lower short-term rates and higher long-term yields benefit banks because they borrow short and lend long.
- Cramer intends to stick with bank stocks given that dynamic.