Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/3/25
7 snips
Nov 4, 2025 Mike Hsu, Chairman and CEO of Kimberly-Clark, dives into his company's strategic acquisition of Kenvue. He discusses the rationale behind the deal and outlines expected cost efficiencies. Hsu also addresses the due diligence on Tylenol's liability concerns and shares how Kimberly-Clark is preparing for potential litigation risks. The conversation further explores their brand strategy and ambitious global growth plans, showcasing how they aim to thrive in competitive markets.
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Growth, Not Sector, Binds The MAG-7
- The MAG-7 are grouped by superior growth, not by business model or AI exposure.
- Growth is the primary protection for stocks in any economic environment.
AWS Acceleration And The OpenAI Deal Mattered
- Amazon's AWS growth accelerated and a massive OpenAI partnership revived the stock.
- Strategic AI infrastructure deals can turn market perception quickly in large-cap names.
Kimberly‑Clark's Bold Kenview Takeover
- Jim Cramer introduces Kimberly-Clark's announced Kenview acquisition and market reaction.
- The stock plunged over 14% as investors questioned the deal.
