Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/17/25
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Dec 18, 2025 Jim Cramer dives into the intricate world of Wall Street, warning about the pitfalls of AI valuations like OpenAI's $500B figure. He analyzes Amazon's multi-billion discussions with OpenAI and the implications for chip stocks. Cramer discusses the need for discipline post-bubble and highlights companies excelling in stock buybacks. There's also a deep dive into emerging trends in consumer research, including Anthropic's rising popularity and YouTube's growing dominance. Tune in for insightful listener Q&A as Cramer navigates various stock questions!
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Rejected Dot‑Com Lazy Susan Deal
- Jim Cramer recounts being pitched a circular 'Lazy Susan' dot-com deal in the 1990s and rejecting it after consulting his lawyer.
- That early experience informs his skepticism about modern circular vendor‑financing deals involving AI companies.
AI Vendor Financing Looks Circular
- Cramer warns that many recent AI financing arrangements resemble circular 'Lazy Susan' transactions and may signal a deflating AI bubble.
- He argues discipline from investors and lenders is returning and will rein in reckless AI spending.
Discipline From Investors Can Calm The Market
- Cramer points to Blue Owl's refusal to finance an Oracle data center as evidence that investment discipline is coming back.
- He suggests such discipline could force hyperscalers to curb capex and stabilize the market for chip and data‑center stocks.