Mad Money w/ Jim Cramer

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.

Larry Culp, the Chairman and CEO of GE Aerospace, discusses the pivotal restructuring of General Electric that transformed its value and operations. He shares how selling the life sciences unit was crucial for stabilizing finances during a crisis. Phil Brace, President and CEO of Skyworks Solutions, dives into the strategic $22 billion merger with Corvo, emphasizing synergies and market expansions beyond just handsets. Both guests offer unique insights into managing risk and driving growth in today's volatile markets.

Eric Ansody, Chairman, President, and CEO of AGCO, sheds light on modern agricultural strategies. He dives into the implications of China's soybean buying on farmer demand. Ansody emphasizes the surge in precision agriculture and how Agco leverages technology to drive innovation and efficiency. The conversation also highlights labor shortages in farming and the benefits of autonomous solutions. Tune in to learn how Agco is reshaping the future of farming!

Mike Hsu, Chairman and CEO of Kimberly-Clark, dives into his company's strategic acquisition of Kenvue. He discusses the rationale behind the deal and outlines expected cost efficiencies. Hsu also addresses the due diligence on Tylenol's liability concerns and shares how Kimberly-Clark is preparing for potential litigation risks. The conversation further explores their brand strategy and ambitious global growth plans, showcasing how they aim to thrive in competitive markets.

Tim Boyle, the dynamic CEO of Columbia Sportswear, dives into the brand's international growth strategies, the impacts of tariffs on business, and the company’s bold marketing campaigns. Meanwhile, Patrick Doyle, Executive Chairman of Restaurant Brands International, sheds light on the company’s impressive resilience, menu innovations, and how they manage pricing amid inflation. Both guests provide valuable insights into navigating challenges and seizing opportunities in their respective industries.

Steve Huffman, co-founder and CEO of Reddit, shares insights on the platform's recent strong quarter, highlighting ad growth and innovative monetization strategies. Rob Lynch, CEO of Shake Shack, discusses operational improvements that have enhanced service speed and accuracy while tackling rising commodity costs. Hanukkah Faber, CEO of Logitech, reveals strong performance driven by work-from-office demand and success in China, emphasizing partnerships and product innovation as key growth factors.

Bill McDermott, CEO of ServiceNow, discusses the company’s impressive quarter, AI-enabled workflows, and a strategic 5-for-1 stock split aimed at increasing retail ownership. Kevin Hockman, CEO of Brinker International, shares insights on Chili's strong same-store sales, the impact of tariffs, and the turnaround for both Chili's and Maggiano's. Judy Marks, CEO of Otis Worldwide, highlights modernization opportunities, service-driven margins, and recent share buybacks, showcasing the resilience of their business model.

Leon Topalian, the Chairman, President, and CEO of Nucor, shares insights on the company’s impressive earnings and the broader U.S. steel industry landscape. He discusses the significant impacts of tariffs on fair trade and reduced imports, alongside Nucor's ambitious $16 billion investment plan. Further, Topalian highlights Nucor's critical role in supplying steel for data centers and its strategy to meet escalating demand. He also emphasizes maintaining a strong balance sheet to support sustainable growth in the coming quarters.

Jim Cramer navigates the buzz around mega-cap earnings from tech giants like Alphabet and Meta, breaking down their key metrics. He assesses Amazon's growth prospects and explores Apple's iPhone 17 success alongside potential AI partnerships. The rally in auto stocks from GM and Ford is analyzed, highlighting recovery trends. Cramer ranks contenders for the next trillion-dollar company, while cautioning against market froth reminiscent of the dot-com era. He shares rapid-fire stock advice and bullish insights, especially on AI leaders like Qualcomm.