Mad Money w/ Jim Cramer

David Joyner, President and CEO of CVS Health, shares insights on the company’s turnaround strategy, focusing on tech adoption and retail growth. Matt Murphy, CEO of Marvell Technology, discusses the significance of their Celestial AI acquisition and refutes claims of lost business with hyperscalers. Wahid Nawabi, CEO of AV, highlights a record backlog and strategic progress in defense contracts, including advanced drone technologies. The conversation is packed with valuable perspectives on growth, innovation, and market resilience.

Join Jim Cramer as he dives into the world of Wall Street, emphasizing the importance of disciplined investing. He champions the value of quality stocks and the patience needed for true growth, sharing anecdotes like buying Apple at $23. Get insights on portfolio diversification, the significance of forward P/E ratios, and the necessity of monitoring bond yields. Cramer warns against emotional investing, promotes clear reasoning for stock choices, and advocates selling losing stocks to avoid further losses. Tune in for essential strategies and market wisdom!

Jim Cramer dives into the tangled world of Wall Street, explaining why markets often act irrationally. He emphasizes the dangers of following crowd sentiment, urging investors to remain independent thinkers. When it comes to selling stocks, he advises acting on fundamental changes. For retirees, a strategic mix of S&P index funds and concentrated stocks is key. Throughout, Cramer highlights methods to discern between genuine market signals and mere noise, while also warning about the pitfalls of IPO manias and the importance of disciplined investing.

Celebrate a milestone with a deep dive into Jim Cramer's infamous 2007 rant that shook Wall Street. Discover the backdrop of the financial crisis and Cramer's urgent calls for Fed action amid rising fears. Hear his investigations into mortgage troubles and backlash from critics, including satire on The Daily Show. Reflect on the market's dramatic downturn and the impact his warnings had on investors. This retrospective reveals how one passionate moment defined a pivotal time in financial history.

Mark Benioff, the visionary co-founder and CEO of Salesforce, dives deep into the world of AI with his company's stunning new offering, AgentForce. He shares how integrated data and apps are crucial for enterprise AI success, arguing that it's not just about the large language models. Benioff also highlights the impressive adoption rates of AgentForce, revealing insights like the staggering 3.2 trillion tokens processed. This conversation uncovers the future of tech and data's role in shaping it, generating excitement for what's ahead.

George Kurtz, co-founder and CEO of CrowdStrike, shares insights on cybersecurity, highlighting a remarkable quarter with impressive ARR growth and strategic partnerships. Sridhar Ramaswamy, CEO of Snowflake, discusses their cloud data platform's expansion, focusing on AI-driven products and margin guidance challenges. Jim Cramer delves into how weak job data could spark Federal Reserve rate cuts, setting the stage for a macro rally led by banks and retail. He also contrasts speculative stocks with profitable companies, urging wiser investments.

Matt Garman, the Chief Executive of Amazon Web Services, dives deep into the future of cloud infrastructure and AI. He discusses AWS's impressive $132 billion run rate and 20% growth, highlighting the vital role AWS plays in the AI landscape. Garman explains innovative tools like AWS Transform and Kiro for modernizing legacy systems, as well as the competitive edge provided by their custom Tranium chips. He envisions massive growth potential for AWS as workloads shift to the cloud, making it crucial for businesses navigating the AI arms race.

Jim Cramer dives into the complexities of Bitcoin's impact on the market, highlighting risks posed by speculators. He assesses NVIDIA's competitive challenges and praises its partnership with Synopsys. The discussion touches on Google's Gemini 3 and its ramifications for OpenAI-linked stocks. Cramer emphasizes the rebound potential in life sciences equipment stocks, reviews top picks, and answers viewer questions on Pfizer and Regeneron. Plus, a lightning round wraps up with rapid-fire stock analysis and insights on consumer sentiment.

In this insightful discussion, Corey Barry, CEO of Best Buy, shares insights on the company's impressive quarter, highlighting strategies that attract Gen Z shoppers. Porg McDonald, CEO of Agilent Technologies, delves into the booming markets for PFAS testing and the impact of AI in labs alongside reshoring opportunities. Both guests provide fresh perspectives on driving growth amid changing market dynamics, making it a captivating conversation for those interested in retail and technology trends.

Jim Cramer dives into AI breakthroughs, discussing the competition between Google's Gemini 3 and OpenAI's ChatGPT and their impacts on tech stocks. He examines the challenges faced by chipmakers like Broadcom and Nvidia, alongside a snapshot of the Magnificent Seven stocks reacting to AI developments. Cramer advises on Tractor Supply and reviews Six Flags' merger troubles. In a guest segment, Kimco Realty's CEO shares insights on occupancy gains and dividend strategies, followed by a lively Lightning Round answering listener stock questions.