Mad Money w/ Jim Cramer

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.

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.