Mad Money w/ Jim Cramer

Discover the financial outlook of the live music sector and how political events are shaping stock performance. Explore the impact of Trump's tariffs on the American and Chinese economies, all while seeking patience in fluctuating markets. Dive into the booming pet industry with solid investment insights and unexpected stock rises in tech and energy. Analyze the supply chain intricacies and the challenges faced by popular footwear brands like Uggs. Engage in lively discussions about the dynamics of insider buying and U.S.-Mexico trade relations.

Discover innovative approaches in the live music sector and how tariffs impact tech stocks. Delve into market downturns and upcoming earnings predictions while exploring key investment opportunities like Bristol Myers and Dogtopia. Uncover IBM's promising AI strategy and its robust growth outlook. Explore the surprising resurgence of RH stock as analysts reconsider its potential. Lastly, gain insights into insider confidence and market trends, alongside concerns surrounding Adobe and NVIDIA's stock performances.

Jim Fish, President and CEO of Waste Management, shares his insights on the company’s impressive earnings and their optimistic outlook for 2025. He discusses the evolving dynamics in the waste sector and the impact of sustainability efforts. The conversation touches on corporate branding and how innovative strategies are reshaping the industry. Listeners also get an engaging look at investment opportunities in pet services and technology, including insights into automation's role in enhancing corporate performance.

Michelle Goss, President and CEO of Levi Strauss & Co., shares insights into the company's recent performance, reporting a 12% sales increase and a shift to an omni-channel retail strategy. She discusses rising consumer demand for health-focused products and the company's cautious optimism for the future. Goss unveils plans to capitalize on popular trends, including the growth of women's fashion and direct-to-consumer sales, revealing innovative strategies to strengthen Levi's market presence.

Mark Benioff, co-founder of Salesforce, discusses the revolutionary potential of DeepSeek in AI and introduces Salesforce's AgentForce to enhance customer support. Leon Topali, CEO of Nucor, reveals how his company is navigating the complexities of the steel market amid tariffs and competition. Christian Klein, CEO of SAP, celebrates strong performance metrics while elaborating on the cloud transition and AI integration that drives growth. The podcast insightfully weaves these narratives into a tapestry of innovation and strategy in today's competitive landscape.

Dive into the tumultuous world of Wall Street as recent advances in AI by a Chinese company impact NVIDIA's stock. Caution is key as DeepSeq shapes market dynamics and navigates asset acquisitions. Fear of missing out urges a diversified portfolio, with intriguing insights on commodities and inflation. Discover the expected dips in oil prices influenced by a strong dollar, and the challenges faced by Venture Global's disappointing IPO. Analysts weigh in on popular stocks and the vital lessons for a potentially rebounding IPO market.

This episode dives into the booming pet industry, highlighting Dogtopia as a top investment. It navigates the tricky waters of upcoming earnings seasons, balancing predictions against market volatility. The discussion shifts to Texas Instruments and competitor challenges in the semiconductor sector, while also analyzing fast food trends. Dynamic Q&A sessions tackle popular stocks and investment strategies, offering insights on retail giants and the need to reassess today's rapidly appreciating stocks.

Dive into the merger buzz between Capital One and Discover, where stock performance and office REIT recoveries are front and center. Discover Venue's impact in live music and Homes.com’s support for homebuyers. Explore how political shifts shape market dynamics, with insights on companies like Costco and IBM. Real estate leasing trends showcase resilience post-pandemic, while energy priorities affect the oil sector. Learn about the rise of Medicare Advantage and join a lively lightning round discussing hot stocks and market strategies!

Rusty Brazili, Founder and Executive Chairman of RBN Energy, sheds light on the U.S. energy crisis linked to surging demand from data centers. He advocates for a diverse energy portfolio, highlighting nuclear power and the potential revival of coal. The conversation delves into how President Trump's policies impact the energy market, along with a look at geopolitical strategies affecting oil exports. Brazili also discusses investor strategies and the need for financial literacy, stressing the significance of understanding market dynamics.

Dive into the intricate dance of Wall Street as market reactions to Trump's inaugural address spark a surprising rally. Discover insights into automotive and tech sectors, with TSMC's earnings influencing semiconductor stocks. Explore the impact of healthcare middlemen on drug pricing while discussing potential reforms. Listen to strategies around stocks like Caterpillar and Home Depot amid changing interest rates. Finally, unpack the challenges facing Apple and the value of patience in investing.