Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/26/25
8 snips
Sep 26, 2025 Joaquin Duato, Chairman and CEO of Johnson & Johnson, joins to discuss the company's ambitious $55 billion U.S. investment commitment. He highlights innovations in medical devices and the integration of AI in accelerating cancer therapies. Duato also addresses the regulatory landscape, expressing confidence in U.S. innovation and talent. Insightful updates on talc litigation and J&J's financial health are shared, alongside their promising pipeline of products, showcasing the company’s strategic focus on long-term growth.
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AI Build-Out Backed By Deep Pockets
- Jim Cramer argues AI data-center build-out is driven by the richest, most capable companies rather than speculative vendor financing.
- He trusts NVIDIA leadership and sees AI spending as a structural industrial-revolution–scale shift, not a dot-com style bubble.
Ignore Fear From Ultra‑Wealthy Pessimists
- Don't be swayed by billionaire pessimism when it causes you to sell great stocks prematurely.
- Evaluate company fundamentals and management rather than following prominent negative voices.
Buy Credo On A Pullback, Not At Peak
- For fast-runners like Credo, wait for a significant pullback before loading up and consider a starter position now.
- Cramer sets an actionable buy zone near the low $120s and emphasizes price still matters despite strong earnings.
