Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/3/25
Dec 4, 2025
George Kurtz, co-founder and CEO of CrowdStrike, shares insights on cybersecurity, highlighting a remarkable quarter with impressive ARR growth and strategic partnerships. Sridhar Ramaswamy, CEO of Snowflake, discusses their cloud data platform's expansion, focusing on AI-driven products and margin guidance challenges. Jim Cramer delves into how weak job data could spark Federal Reserve rate cuts, setting the stage for a macro rally led by banks and retail. He also contrasts speculative stocks with profitable companies, urging wiser investments.
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Soft Jobs Data Can Spark A Rally
- Weak November ADP jobs and softer services prices make Fed cuts more likely and can fuel a year-end rally.
- Jim Cramer argues slower growth plus lower inflation creates a Goldilocks setup for multiple rate cuts and a market blow-off.
Look Beyond Tech For The Next Leg Up
- The next rally may be macro-driven and led by banks, retailers, transports, and drug stocks rather than tech.
- Cramer recommends owning Apple and NVIDIA but emphasizes banks, retail, and transports for the championship run into year-end.
Hold Palantir Through Volatility
- Don't sell Palantir after drops if you believe in its long-term growth and leadership.
- Cramer tells caller Heinrich to hold Palantir, praising its quality and long-term potential despite volatility.
