Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 5/13/25
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May 13, 2025 Dana Wald, Co-chairman of Disney Entertainment, and Martin Hoffman, Co-CEO of On Holding, dive into the competitive world of streaming and footwear. Wald discusses Disney's winning strategies, including partnerships with YouTube and a surge in stock prices driven by iconic franchises. Hoffman shares On Holding's impressive growth through strategic collaborations and savvy marketing. Together, they explore the dynamic landscape of content creation and the challenges posed by rising natural gas prices, offering fresh insights into their respective industries.
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Trump's Tariff Pivot Boosts Market
- President Trump's sudden pivot on tariffs turned the market bullish and led to a historic rally.
- This shift caught many hedge funds offsides, forcing them to pay up to cover short positions amid scarce stock supply.
Avoid UPS, Favor FedEx
- Avoid buying UPS stock now; the CEO's plan has worse execution than FedEx's operator.
- FedEx is a better choice in the logistics space currently, according to Jim Cramer.
Buy AT&T for Growth
- Buy AT&T as it drives growth through enterprise partnerships and IoT activation.
- The stock is rebounding strongly post WarnerMedia spinoff and is near recent highs.