Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/29/25
Sep 29, 2025
David Gibbs, the outgoing CEO of Yum! Brands, shares insights on his tenure and the company's upcoming transition, emphasizing strong performance and strategic succession. Chris Turner, the incoming CEO and CFO, discusses future priorities, focusing on growth initiatives, digital innovations, and enhancing franchise economics. They reveal plans for Taco Bell's digital strategy, the ambitious goal of expanding to 150,000 restaurants globally, and how Yum! is positioned for sustained operating profit growth.
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AI Buildout Differs From Dot‑Com Bubble
- Jim Cramer argues AI infrastructure spending differs from the dot-com bust because hyperscalers fund builds from cash flow, not debt.
- He warns Oracle's big build for OpenAI introduces a concerning reprise of risky financing.
Let Winners Run After Recovering Cost Basis
- If you already pulled out your cost basis, consider letting a strong holding run unless fundamentals change.
- Only sell if the company's fundamentals deteriorate, not due to short‑term noise.
Shutdowns Hurt Data, Not Markets Much
- Historical shutdowns rarely cause lasting market damage; stocks often recover or even rise in the short window.
- Main risk is delayed economic data that could complicate Fed decisions on rate cuts.
