Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/19/24
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Dec 20, 2024 Sean Connolly, President and CEO of Conagra Brands, discusses how inflation impacts food stocks and reveals strategies for managing consumer shifts toward healthier options. John Gibson of Paychex shares insights on the resilience of small businesses amidst economic challenges, emphasizing the benefits of AI in HR. Raj Subramanian, CEO of FedEx, talks about their recent earnings and a strategic spin-off aimed at increasing shareholder value. Together, they provide a deep dive into the current market landscape and future growth prospects.
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Conservative Guidance
- Don't make predictions unless you can fulfill them.
- Being conservative with guidance is better than overpromising and under-delivering.
Micron's Misstep
- Micron's stock plummeted because they overestimated the AI PC market.
- Broadcom and Marvell succeeded by focusing on AI and downplaying other sectors.
Intel's Overpromise
- Intel's CEO, Pat Gelsinger, overpromised and under-delivered, causing significant losses for investors.
- His reassurances proved detrimental, highlighting the danger of excessive optimism.