Mad Money w/ Jim Cramer

Michael Inchner, Co-founder and CEO of CoreWeave, dives into the booming AI infrastructure market, detailing how their competitive edge lies in software integration and strategic acquisitions. He explains why partnerships with giants like NVIDIA validate CoreWeave’s growth potential. Sean Boyd, Chairman of Agnico Eagle Mines, discusses the gold rally, citing central bank demand and supply constraints as key drivers. Boyd also highlights Agnico’s strategy in stable jurisdictions and the intersection of gold and cryptocurrency in today's market.

Jim Cramer dives into the exciting world of Wall Street, discussing OpenAI's significant chip deal with AMD and the impact on AI technology. He also analyzes the buzz around Take-Two, predicting a potential surge with the release of GTA 6. Listener calls explore banking stocks and the electricity boom in data centers, with insights on which utilities stand to benefit. Additionally, he tackles the challenges facing Inspire Medical amidst competition from weight-loss drugs. Cramer finishes strong with his thoughts on consumer resilience and quick stock opinions.

Jim Cramer dives into how both skeptical professionals and enthusiastic retail investors are influencing market momentum. He discusses the impact of presidential drug pricing on pharmaceutical stocks. Cramer highlights SoFi's journey to profitability and explains the competitive landscape surrounding DraftKings. He addresses viewer calls about major stocks like MGM and Wingstop. Lastly, he argues for long-term investment in Apple instead of short-term trading.

Mike Dastor, CEO of J-Bell, shares insights following his company's remarkable quarter. He discusses J-Bell's impressive engineering capabilities and its significant investments in U.S. manufacturing. Dastor highlights the firm's vital role in data center and healthcare supply chains, shedding light on their innovations that are shaping the future. The conversation also touches on industry trends and how J-Bell navigates challenges, making it an engaging listen for anyone interested in manufacturing and technology.

John Gibson, President and CEO of Paychex, joins the discussion to share insights on the company’s recent quarter and the integration of Paycor. He highlights resilient small-business payroll trends and reveals an optimistic outlook for EPS growth. The conversation also dives into economic indicators drawn from payroll data, showcasing how small businesses are navigating challenges. Gibson's perspective on the evolving landscape of payroll services adds a valuable layer to understanding today's economic dynamics.

David Gibbs, the outgoing CEO of Yum! Brands, shares insights on his tenure and the company's upcoming transition, emphasizing strong performance and strategic succession. Chris Turner, the incoming CEO and CFO, discusses future priorities, focusing on growth initiatives, digital innovations, and enhancing franchise economics. They reveal plans for Taco Bell's digital strategy, the ambitious goal of expanding to 150,000 restaurants globally, and how Yum! is positioned for sustained operating profit growth.

Joaquin Duato, Chairman and CEO of Johnson & Johnson, joins to discuss the company's ambitious $55 billion U.S. investment commitment. He highlights innovations in medical devices and the integration of AI in accelerating cancer therapies. Duato also addresses the regulatory landscape, expressing confidence in U.S. innovation and talent. Insightful updates on talc litigation and J&J's financial health are shared, alongside their promising pipeline of products, showcasing the company’s strategic focus on long-term growth.

Dan Barber, President and CEO of Equestive Therapeutics, dives into the groundbreaking oral thin-film epinephrine product, Anafilm. He shares insights on its FDA fast-track status and the potential to transform anaphylaxis treatment by significantly increasing prescriptions. Barber discusses the size of the current epinephrine market and anticipates expansion in adoption. He also reveals Equestive's innovative Adreniverse platform, paving the way for future advancements in various indications.

Jim Cramer dives into the wild world of speculative stocks, expressing concern over comments from Fed Chair Powell. He highlights overheated sectors like crypto-derivatives and clinical biotechs, offering insights on Micron's recent selloff. Joined by expert Larry Williams, they analyze potential declines in gold and Bitcoin, backed by seasonal patterns. The fast-paced lightning round covers listener stock questions, while Cramer sheds light on AI-driven data center spending and its market risks. Tune in for a money-savvy guide through Wall Street!

Navigate Wall Street's complexities with insights on investment discipline and core principles. Discover the importance of defining financial goals and the value of low-cost S&P 500 index funds for retirement. Cramer emphasizes thorough company research and the necessity of diversifying your stock picks. Learn when to sell based on shifting stories, and manage emotional responses in investing. He also discusses the impact of ETFs on stock pricing, revealing both risks and opportunities.