Mad Money w/ Jim Cramer

Owen Tripp, Co-founder and CEO of Included Health, shares insights into healthcare innovations aimed at improving access and affordability. He discusses how advocacy plays a crucial role in managing healthcare costs for employees. The conversation delves into the intersection of emotional intelligence and AI in patient care, showcasing how technology is transforming healthcare delivery. Additionally, Tripp addresses the impact of macroeconomic challenges on investment strategies, blending finance with healthcare as a path forward.

Vlad Chorch, CEO of Biohaven Ltd., discusses ongoing drug innovations for neurological disorders following their migraine drug sale to Pfizer. Brian Jordan, CEO of First Horizon, shares insights on regional banking growth and the impact of recent regulatory changes. Todd McKinnon, CEO of Okta, highlights cybersecurity advancements spurred by government actions to improve defenses. They explore the interplay between investment strategies, economic trends, and industry challenges, all while engaging with listener questions for more interactive insights.

Rene Haas, CEO of Arm Holdings, shares insights on the pivotal role of Arm CPUs in AI technology and the semiconductor industry's evolution. Daniel Lurie, San Francisco's 46th mayor, discusses his initiatives to tackle homelessness and crime while fostering economic growth. The conversation highlights the connection between public safety and revitalizing the city, emphasizing partnerships in law enforcement and health sectors. Listeners gain valuable investment strategies and learn about the importance of Arm in the growing AI landscape.

Robert Ford, Chairman and CEO of Abbott Labs, shares insights on the company’s innovative glucose monitoring technology and diversification strategies. Rob Davis of Merck discusses their promising oncology pipeline and the significance of Gardasil amidst challenges. Len Schleifer from Regeneron Pharmaceuticals highlights their focus on groundbreaking drug development and long-term vision in healthcare. Together, they explore the evolving landscape of the pharmaceutical industry and the impact of innovation on market dynamics.

Discover how Venue is reshaping the live music scene and what that means for investors. Unpack the effects of government restrictions on semiconductor and pharmaceutical innovations, featuring insights on NVIDIA and Bristol-Myers. Dive into groundbreaking treatments for schizophrenia, including the promising drug Cobenphi. Explore the rise of Boston Scientific at a key healthcare conference, and learn about cutting-edge medical technologies tackling stroke prevention. Finally, analyze the fluctuating landscape of quantum computing stocks and the perils of speculative investments.

Bill Nulance, President and CEO of Constellation Brands, shares insights into the beverage alcohol industry's current performance and future outlook. He discusses the challenges of engaging the Hispanic market and adapting to changing consumer trends. The conversation includes investment opportunities in sports betting ahead of the NFL playoffs and strategies for enhancing customer engagement. Nulance also hints at the company’s innovative approaches to navigating market dynamics amidst economic fluctuations.

Lisa Gill, Managing Director at J.P. Morgan and head of healthcare services research, discusses key insights into the healthcare sector, particularly around M&A activities. She delves into shifting corporate strategies influenced by changes in the political landscape, highlighting significant mergers post-Trump. Additionally, the implications of a potential TikTok ban on stock markets are explored, alongside valuable analyses of drug distributors and CVS's Medicare Advantage performance. Lisa's expertise shines as she navigates the complex intersections of healthcare and finance.

Lorenzo Gonsalves, President and CEO of Cleveland-Cliffs, delves into the legal battles following the blocked acquisition of U.S. Steel by Nippon Steel, raising significant questions about national security. He highlights the impact of recent federal actions on the steel industry, emphasizing challenges like overcapacity and international competition. The discussion also covers insights into tariffs and market dynamics, offering a glimpse into the future of steel manufacturing in the U.S. amidst ongoing controversies.

Dive into the complexities of the current bear market, where tech stocks like semiconductors hold firm amidst rising interest rates. Explore the daunting impacts on consumer staples and the dynamic shifts in healthcare and real estate caused by higher loan rates. Discover how small business loans can empower entrepreneurs and the effectiveness of hiring platforms. Analyze the evolving landscape for Uber against the backdrop of autonomous vehicle advancements and assess Tesla and Palantir’s contrasting investment strategies.

Explore the latest on Wall Street as market rebounds take center stage, with insights on AI investments and tech giants like NVIDIA. Discover the grocery sector’s struggles with inflation and the effects on consumer behavior. Plus, get strategies for navigating investment gains in 2025, focusing on key macroeconomic indicators. Delve into stock analyses, from aerospace to healthcare, while understanding the political implications on tech and cryptocurrency. Finally, uncover the buzz around steel stocks and the impact of weight loss drugs on the food industry.