Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/12/15
Nov 13, 2025
Ali Ghodsi, co-founder and CEO of Databricks, dives into the practical applications of AI in enterprises. He discusses how companies can automate mundane tasks to enhance productivity and why AI won't replace jobs but will augment workers. Ghodsi highlights Databricks' impact on drug discovery, citing collaborations with AstraZeneca and Merck that streamline clinical trials. He also clarifies the concept of training models on proprietary data and touches on the company's potential IPO and its commitment to multi-cloud and AI flexibility.
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Rotation Into Real-Economy Stocks
- The market rotated away from AI/data-center winners into cheaper, real-economy stocks after the shutdown news.
- Jim Cramer views a broader, non-tech-led rally as a sign of market strength and durability.
Buy Cyclicals When Shutdown Fears Fade
- Revisit travel, retail, and restaurants as government shutdown fears fade and analysts re-up coverage.
- Buy selectively when solid quarters (e.g., Marriott, Starbucks, Darden) regain attention post-shutdown.
Watch Banks For IPO/Deal Flow Upside
- Consider banks as IPO and underwriting activity resumes once regulators return to work.
- Expect catalysts from deal flow that should help big banks' quarters and stock performance.
