Mad Money w/ Jim Cramer

Bill McDermott, CEO of ServiceNow, discusses the company’s impressive quarter, AI-enabled workflows, and a strategic 5-for-1 stock split aimed at increasing retail ownership. Kevin Hockman, CEO of Brinker International, shares insights on Chili's strong same-store sales, the impact of tariffs, and the turnaround for both Chili's and Maggiano's. Judy Marks, CEO of Otis Worldwide, highlights modernization opportunities, service-driven margins, and recent share buybacks, showcasing the resilience of their business model.

Leon Topalian, the Chairman, President, and CEO of Nucor, shares insights on the company’s impressive earnings and the broader U.S. steel industry landscape. He discusses the significant impacts of tariffs on fair trade and reduced imports, alongside Nucor's ambitious $16 billion investment plan. Further, Topalian highlights Nucor's critical role in supplying steel for data centers and its strategy to meet escalating demand. He also emphasizes maintaining a strong balance sheet to support sustainable growth in the coming quarters.

Jim Cramer navigates the buzz around mega-cap earnings from tech giants like Alphabet and Meta, breaking down their key metrics. He assesses Amazon's growth prospects and explores Apple's iPhone 17 success alongside potential AI partnerships. The rally in auto stocks from GM and Ford is analyzed, highlighting recovery trends. Cramer ranks contenders for the next trillion-dollar company, while cautioning against market froth reminiscent of the dot-com era. He shares rapid-fire stock advice and bullish insights, especially on AI leaders like Qualcomm.

Jim Cramer dives into the chaos of earnings season while predicting a potential Fed rate cut amidst a government shutdown. He highlights key upcoming reports from major companies like CVS, Boeing, and tech giants such as Apple and Amazon. Cramer shares insights on the struggles of Globant in the AI landscape, urging caution over perceived value traps. He also evaluates listener portfolios, offering investment advice across various sectors. Finally, he warns against rapid tech speculation while identifying stocks likely to benefit from supply constraints.

Richard Tobey, Chairman, President, and CEO of Dover Corporation, joins to delve into the company's latest quarterly results and its strategic pivot toward data centers and electrification. He discusses Dover's M&A strategy and how the company is poised to capitalize on energy-related markets. Cramer also touches on broader market themes, such as the fear driving investors to buy high and sell low, while providing insights into other companies like UPS and Tesla's transformative journey into AI.

Mark Casper, Chairman, President, and CEO of Thermo Fisher Scientific, discusses the company's robust quarterly results and its groundbreaking collaboration with OpenAI aimed at accelerating drug development. He shares insights on reshoring and the company's $1.5B investment in U.S. manufacturing. Casper also highlights recent advancements in neurodegenerative research and a strategic acquisition that strengthens Thermo Fisher's bioproduction capabilities, making it a key player in the biotech landscape.

Andrew Ross Sorkin, a renowned journalist and co-anchor of Squawk Box, joins to discuss his new book about the 1929 market crash. He draws fascinating parallels between then and now, emphasizing valuable lessons on market resilience and policy responses. The conversation transitions to today's economic indicators, which signal strength beyond just AI stocks. Listeners also get insights into buying strategies for companies like Eli Lilly and Micron, while debating systemic issues in banking. It's a compelling blend of history and current market analysis!

Jim Cramer dives into the case for owning Apple long-term, spotlighting its iPhone momentum and service growth. He cautiously evaluates Adobe's future amidst tough competition and discusses why Disney might be a worthwhile buy ahead of earnings. The strong quarter from American Express is highlighted, emphasizing its credit improvements and new card strategies. Additionally, he warns of a speculative stock bubble reminiscent of the dot-com era and shares insights on why gold is gaining favor among cautious investors.

Tarang Amini, CEO of e.l.f. Beauty, shares insights into the brand's impressive growth, revealing expansion strategies and product innovation that has led to 26 consecutive quarters of market share gains. He also highlights the importance of board diversity in enhancing performance. Patty Poppe, CEO of PG&E, discusses strategies for wildfire risk mitigation, significant grid upgrades, and the vital role of the utility in fulfilling California’s energy needs for data centers. They both emphasize the intersection of strategic decisions with long-term growth.

David Risher, CEO of Lyft, discusses the company's ambitious turnaround strategies, including innovative products like LiftSilver and an emphasis on driver relationships. He highlights the importance of international expansion and instant pickups. Todd McKinnon, Co-founder and CEO of Okta, dives into the complexities of identity security in the AI era, emphasizing the 'identity security fabric' as a solution to manage AI-driven threats. Both guests provide valuable insights into their industries' futures and operational challenges.