Mad Money w/ Jim Cramer 'Mad Money w/ Jim Cramer 12/9/25
Dec 10, 2025
David Joyner, President and CEO of CVS Health, shares insights on the company’s turnaround strategy, focusing on tech adoption and retail growth. Matt Murphy, CEO of Marvell Technology, discusses the significance of their Celestial AI acquisition and refutes claims of lost business with hyperscalers. Wahid Nawabi, CEO of AV, highlights a record backlog and strategic progress in defense contracts, including advanced drone technologies. The conversation is packed with valuable perspectives on growth, innovation, and market resilience.
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Media Negativity Pushes Investors Out
- Negative media narratives repeatedly drive retail investors out of great long-term stocks like NVIDIA and Apple.
- Belief in chosen stocks helps investors stick through noise and reap large gains over time.
Own High-Conviction Stocks, Don't Trade
- Own your high-conviction stocks rather than trading them frequently to avoid being scared out by short-term headlines.
- Stay long through temporary setbacks if your research supports the companys long-term thesis.
Factory Visit Reinforced Apple Bull Case
- Jim Cramer recounts visiting Apple's iPhone glass factory and being impressed by the iPhone 17 launch.
- He used that firsthand observation to challenge critics and remain bullish on Apple.
