Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/16/25
7 snips
Sep 16, 2025 Dive into the whirlwind of Wall Street as the podcast examines Fidelity Active ETFs and their market adaptability. Explore the contrasting fortunes of J.P. Morgan and Eli Lilly, while anticipating insights from Apple's CEO. Discover the push to revitalize U.S. manufacturing and the integration of AI technology. The discussion also unpacks fears about AI and its opportunities, alongside the potential impacts of Federal Reserve rate cuts on the economy. Finally, get insights into cybersecurity innovations and the evolving landscape of investment strategies.
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Banks Leading The Next Market Leg Up
- Jim Cramer observes banks, led by J.P. Morgan, are unexpectedly surging toward trillion-dollar valuations instead of Eli Lilly.
- He attributes it to both rising earnings estimates and expanding price-to-earnings multiples across major banks.
Multiple Expansion Drives Bank Stocks
- Cramer highlights 'multiple expansion' as a central driver of stock price gains independent of earnings growth.
- He notes banks are benefiting from both rising earnings and higher P/E multiples simultaneously.
Wait Before Averaging Into CEO Transition Stocks
- When a retailer changes CEOs, wait and observe how the new leader reshapes the business before adding shares.
- Jim Cramer advises a 'wait and see' approach for Target amid a CEO transition and stock volatility.
