Mad Money w/ Jim Cramer

Laura Alba, President and CEO of Williams-Sonoma, shares insights on the company's impressive quarterly results, tackling tariff impacts and supply-chain strategies. Nikesh Arora, Chairman and CEO of Palo Alto Networks, discusses the company's solid earnings and the importance of modernizing cybersecurity amid rising AI-driven threats. Amrita Ahuja, CFO of Block, outlines growth targets, the integration of Cash App and Square, and the strategic approach towards Bitcoin, emphasizing a significant market potential.

Blake Barrett, the dynamic Chairman and CEO of Rockwell Automation, dives into the future of factory automation and reshoring. He shares insights on the rising U.S. capacity orders and booming demand for automation across industries. Blake discusses how technology is enhancing labor efficiency amid high manufacturing costs. His vision includes a new million-square-foot facility focusing on robotics and AI, as well as partnerships with NVIDIA. The conversation emphasizes that reshoring and automation are not just trends, but essential for long-term competitive manufacturing.

Jim Cramer navigates the tumultuous waters of market sell-offs, teaching how to spot mechanical crashes versus those driven by economic fundamentals. He reflects on historical events like Black Monday and the 2007–2009 financial crisis, highlighting lessons learned. Cramer advises on strategies for buying during mechanical breakdowns and recognizing systemic risks. He emphasizes that most sell-offs are buying opportunities if approached calmly and provides insights on dollar-cost averaging and evaluating high P/E stocks.

Rob Pace, founder and CEO of 100X, joins to shed light on consumer spending trends. He reveals a notable decline in purchase intent since July, particularly among middle-income earners concerned about job stability. Together with Jim, he conducts a lightning round analyzing retail brands like Nike and Starbucks, discussing their market momentum. Key insights include shifting consumer preferences and the importance of understanding younger shoppers as they approach the holiday season.

Ari Emanuel, CEO of Endeavor, discusses TKO Group Holdings’ media strategies and the importance of locked-in contracts for steady revenue. Mark Shapiro, the COO, dives into global partnerships and financial priorities like shareholder returns. Tom Jordan, CEO of Cotera, shares insights on the booming natural gas market and the influence of activist shareholders. The conversation also touches on the challenges facing the experiential economy and the impact of AI on employment trends.

Ali Ghodsi, co-founder and CEO of Databricks, dives into the practical applications of AI in enterprises. He discusses how companies can automate mundane tasks to enhance productivity and why AI won't replace jobs but will augment workers. Ghodsi highlights Databricks' impact on drug discovery, citing collaborations with AstraZeneca and Merck that streamline clinical trials. He also clarifies the concept of training models on proprietary data and touches on the company's potential IPO and its commitment to multi-cloud and AI flexibility.

Jim Takelett, Chairman and CEO of Lockheed Martin and U.S. Air Force veteran, shares insights on the company's commitment to hiring veterans and adapting technology for modern defense challenges. He emphasizes the importance of leadership traits gained through military experience. Cramer also delves into the potential impacts of the AI data center boom and discusses the market's resilience after a recent pullback while evaluating stock opportunities in companies like Meta and Starbucks.

Bob Bradway, Chairman and CEO of Amgen, shares groundbreaking phase three results for Repatha, showing promise in heart-attack prevention, and introduces Meritide, a potential game-changer for obesity and diabetes. Meanwhile, Dr. Alan Baratz, CEO of D-Wave Quantum, discusses the rapid commercial adoption of their quantum systems, highlighting major clients like Japan Tobacco. Baratz also delves into the technical innovations behind D-Wave's offerings and the competitive landscape in quantum computing.

Jim Cramer navigates the complexities of Wall Street, emphasizing the importance of the new high list for stock selection. He warns against impulsive buys after earnings and offers strategies for selling underperforming stocks. Cramer highlights the combination of quantitative analysis and fundamentals, advocating for buying pullbacks rather than chasing trends. Young day traders are advised to diversify, while monitoring for analyst coverage on speculative stocks can signal when to sell. He also discusses the impact of rising bond yields on stock valuations.

Jason Robbins, Co-founder and CEO of DraftKings, shares insights on recent earnings and its strategic partnership with ESPN, highlighting how game outcomes impact revenue. Brian McNamara, CEO of Haleon, discusses the resilience of brands like Advil and Sensodyne, along with strong e-commerce strategies. Lastly, Sasan Ghadarzi, CEO of Intuit, reveals innovative AI enhancements for TurboTax and Credit Karma, aimed at providing year-round financial assistance to customers and businesses.