Oct 27, 2025 · 44 min
Cramer tests the rally against earnings, autos and support levels
Mad Money w/ Jim Cramer 10/27/25
The episode frames a market still advancing while investors weigh mega-cap earnings, resilient automakers, trade progress and uneven stock-specific risks.
- 1Mega-cap earnings demand attention to operating metrics, not simply the companies’ trillion-dollar valuations.
- 2GM and Ford’s post-earnings rallies challenge bearish assumptions about tariffs, consumers and electric-vehicle demand.
- 3Cramer remains selective, rejecting Rivian while highlighting Palantir’s AI, defense, growth and profitability case.
Don't miss
Cramer sharply separates Rivian from GM and Ford, recommending that a caller sell Rivian after a major loss.
The brief
Jim Cramer opens with a market rally that puts the Magnificent Seven back under scrutiny, previewing Alphabet, Microsoft, Meta Platforms, Amazon and Apple through the metrics investors should watch.
Viewer calls shift the focus from mega-cap earnings to individual names: Cramer stays bullish on Arista and Cava, says TKO can be owned, and later gives Rivian a blunt sell recommendation.
GM and Ford complicate the bearish auto narrative after earnings, as concerns about tariffs, weak consumers and electric-vehicle demand prove less damaging than expected.
Jessica Inskip joins the market discussion to assess whether the advance can continue, with Cramer reviewing key S&P 500 support levels amid possible U.S.-China trade progress.
The Lightning Round weighs contract growth, earnings risk, short interest and competition across Applied Digital and cybersecurity names before Cramer returns to Palantir’s rising price target.
What was said on this episode
30 statements · 22 positive · 5 negative · 2 mixed · 1 neutral
Cramer says investors could own each Magnificent Seven company despite upcoming earnings.
“I can make a case to own every one of them, no matter what they say this week, because they are that special.”
Listen at 1:30
The market cannot sustain an advance if mega-cap technology companies decline.
“You cannot mount a sustained advance if you lose these companies.”
Listen at 1:52
Google Cloud is currently performing exceptionally strongly.
“Google Cloud, which has been on fire.”
Listen at 3:18
Google’s data-center demand exceeds its available electricity capacity.
“Google has so much more business than they can handle, they've got to do it.”
Listen at 3:40
Cramer views discussion of Alphabet’s quantum-computing business as especially important.
“If they spend any time talking about their quantum computing business, that will be worth 10 easy points.”
Listen at 3:47
Meta’s daily active-person metric is approaching the global population ceiling.
“I think Meta's bumping up against that $8 billion person limit because that's all the people we have on the planet.”
Listen at 4:06
Microsoft stock will exceed its all-time high if Azure grows 40%.
“If Azure grows at 40%, this $531 change stock will take out its all-time high of 555.”
Listen at 5:12
Cramer expects Amazon Web Services to deliver at least 20% growth and positive guidance.
“I think we need to see at least 20%, 20% growth, and we need a real positive outlook from the company.”
Listen at 5:45
Positive AWS results could drive Amazon stock sharply higher.
“That could cause this, the poorest performing MAG 7 of late, to break out to the upside.”
Listen at 5:55
Apple stock could reach $280 or $300 depending on earnings commentary.
“This stock goes to $280 if it says what I just said. It goes to $300 if they talk about accelerated growth rate around the world.”
Listen at 6:49
Cramer recommends holding Arista Networks because its stock will rise.
“Don't touch Arista. Don't touch Arista. That one, that's a beast. That's a beast that's going higher.”
Listen at 8:40
Cramer recommends buying Cava Group at $62.
“I think you got to buy the stock at 62.”
Listen at 9:12
Cramer predicts Cava could become like Chipotle before its decline.
“I think it's going to be them.”
Listen at 9:26
Cramer recommends owning TKO Group Holdings.
“No, no, you can own that stock. That's a very, very good company.”
Listen at 9:55
Cramer predicts Visa will reach a trillion-dollar market capitalization within three years.
“If they keep it up, Visa should be a trillionaire within three years. And I bet Visa gets there.”
Listen at 13:43
Oracle could soon reach a trillion-dollar market capitalization if momentum continues.
“If the stock can keep up its recent momentum, then I think it would hit the trillion-dollar finish line pretty darn soon.”
Listen at 16:18
Cramer predicts JPMorgan will first reach a trillion-dollar market capitalization.
“I think it's going to be the first to a trillion.”
Listen at 17:09
Cramer assesses JPMorgan as exceptionally well managed.
“J.P. Morgan is incredibly well-run.”
Listen at 17:12
Cramer expects the next trillion-dollar company to come from six leading contenders.
“I think the next trillionaire will likely be one of the six companies that are closest to the finish line.”
Listen at 18:17
Cramer assesses GM and Ford as very cheap relative to earnings estimates.
“Even after these moves, GM sells for seven times this year's earnings estimates, six times next year's earnings estimates. Come on. North of 12 this year's estimates, but only under 10 next year's numbers. Both stocks look very cheap.”
Listen at 24:56
Further Federal Reserve rate cuts could drive GM and Ford stocks higher.
“And if the Fed keeps cutting interest rates, lowering the cost of auto loans, these stocks should keep running.”
Listen at 25:09
Cramer recommends selling Rivian shares.
“Sell, sell, sell. Sell, sell, sell, sell.”
Listen at 26:51
Cramer approves Applied Digital because of its major contracts.
“I'm going to say I'm going to bless it. I would normally not bless it, but it does have the contracts.”
Listen at 35:48
Cramer recommends limited buying of KD while awaiting its next quarter.
“I think I would not buy more right here. I would buy some and then wait to see what the quarter is to see they don't have another bad quarter.”
Listen at 36:59
Cramer recommends selling Super Micro Computer and buying Dell.
“I want you to sell that stock, and I want you to buy the stock of Dell right here tomorrow morning, okay? Buy Dell, sell SMCI.”
Listen at 37:28
Cramer recommends selling TaraWolf.
“I want you to sell terrible.”
Listen at 37:54
Cramer views CrowdStrike and Palo Alto Networks as the leading cybersecurity companies.
“There's CrowdStrike and there's Palo Alto. And then there's just everybody else.”
Listen at 38:22
Cramer considers raising Palantir’s price target from $200 to $250.
“I'm tempted to raise my $200 price target to $250 right here, right now.”
Listen at 40:18
“I do not like the parallel.”
Listen at 41:44
Cramer recommends restraining speculative market exuberance.
“We need to throw water on the fire of froth, not gasoline.”
Listen at 43:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Weekly email
State of the Pod, every Monday
The week's most-discussed names and stories from podcasts, with the moments behind them. Free, five minutes, unsubscribe in one click.