Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/10/25
4 snips
Dec 11, 2025 
Sumit Singh, CEO of Chewy, shares insights on the company's growth strategy, focusing on subscription models and expansion into pet health, highlighting shifts in consumer spending on pets. Ara Modessian, co-founder of ServiceTitan, discusses the transformative impact of their business software on the contracting industry, including AI-driven dispatch solutions. Together, they explore market dynamics influenced by the Fed's rate cuts, offering valuable perspectives for investors navigating the current financial landscape.
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Fed Cut Creates Bull Market Tailwinds
- The Fed's quarter-point cut puts markets in 'easy mode' and removes a major headwind for stocks.
- Jim Cramer says lower short-term rates plus falling long-term yields create a trifecta that fuels a broad market rally.
Buy Rate-Sensitive Winners Now
- Buy stocks that benefit from lower rates such as homebuilders, retailers, transports, and high-flyers.
- Favor winners already showing this year's strength rather than distant speculative prospects.
Palantir As A Real High-Flyer
- Palantir is cited as a non-speculative high-flyer with meaningful Pentagon contracts and real earnings potential.
- Cramer sees government wins translating into sustained sales and further contract expansion.
