Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/18/25
Dec 19, 2025
Raj Subramanian, Chief Executive Officer of FedEx, joins to discuss the company's latest earnings and strategic transformations. He delves into significant cost reductions and how FedEx is modernizing its network to enhance B2B growth, especially in healthcare and data-center logistics. Raj also touches on the impacts of reshoring and evolving trade flows affecting their operations in Europe and Asia, revealing insights into FedEx’s future trajectory in a competitive landscape.
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Consumer Strength Broadens Market Rally
- Jim Cramer argues the market rally broadened beyond AI as consumer spending picked up after inflation cooled.
- He sees consumer strength as a sustainable engine separate from the frothy AI/data-center narrative.
Enlight's Pivot From Telecom To Defense
- Jim recounts Enlight's path from telecom lasers to defense-directed energy and a $171 million Pentagon contract.
- He notes the company's sales peaked in 2021, then fell before rallying amid its defense pivot.
Wait For A Pullback In High-Flying Defense Names
- On Enlight, Jim Cramer advises against buying after a large run and recommends selling enough shares to cover cost basis if you already own it.
- He suggests waiting for a pullback and confirming sustained results before adding new money.