Dec 17, 2025 · 44 min
Cramer weighs AI fears against durable growth elsewhere
Mad Money w/ Jim Cramer 12/16/25
The episode tests whether an AI-led market correction signals broader risk or creates room for growth in health care, energy, and regional finance.
- 1AI data-center spending concerns are reshaping technology stocks and raising questions about whether the selloff can deepen.
- 2Potential Federal Reserve rate cuts could support stocks as investors assess unemployment, inflation, and post-shutdown economic data.
- 3Cramer looks beyond AI infrastructure toward health care and other industries while weighing oil, banking, and individual stock opportunities.
Don't miss
Rob Holmes explains how Texas Capital combines local decision-making with global services while pursuing growth in Texas’s diversified economy.
The brief
Cramer frames the AI technology selloff as a fight over data-center spending, using The Godfather to illustrate the power struggle among major technology companies.
Economic data and possible Federal Reserve rate cuts add a second force to the market debate, potentially supporting stocks even as investors question AI valuations.
Commodity strategist Carley Garner assesses whether weak oil can finally bottom, while Cramer contrasts cautious profit-taking in AppLovin with continued confidence in Chevron.
Texas Capital CEO Rob Holmes describes a bank built around Texas’s diversified economy, combining local decisions, global services, stronger profitability, and expanded investment banking.
The episode’s broader investment argument is that durable double-digit growth may come from health care and other industries—not only AI data centers.
What was said on this episode
32 statements · 13 positive · 16 negative · 3 mixed
Data-storage companies follow recurring boom-and-bust cycles.
“the storage companies are inherently boom and then bust. Always have been, always will.”
Listen at 1:40
Storage stocks will plunge once manufacturing capacity catches up.
“But the moment there are enough machines to manufacture these products, their stocks will indeed plummet, as they always do.”
Listen at 1:53
Excessive data-center spending is reducing technology-stock values.
“This reckless. imprudent data center spending has been collapsing the value of all the stocks.”
Listen at 3:37
OpenAI appears willing to spend until it fails financially.
“The company seems to be willing to spend itself to death.”
Listen at 3:50
Oracle will eventually slow data-center spending under bond-market pressure.
“At some point, they'll heed the warning of the bond market and slow things down, or else.”
Listen at 5:37
Oracle discipline would cause other hyperscalers to moderate spending.
“If Oracle starts showing discipline, I think every other hyperscaler of the families would slow down and get a more reasonable pace.”
Listen at 6:18
Broadcom and NVIDIA will continue receiving substantial data-center business.
“Both will get plenty of business.”
Listen at 6:57
Meta and Microsoft stocks will rise substantially.
“Meta, Microsoft. to the moon.”
Listen at 7:40
AI-related stocks will continue declining without an AI-family truce.
“we're still going to go lower.”
Listen at 7:52
Investors should wait for a TJX pullback before buying.
“I went to wait for a pullback.”
Listen at 8:20
DraftKings’ unusual losses will end.
“those are going to end.”
Listen at 10:02
Cramer views DraftKings as well-run within a consolidating industry.
“I think VF Kings is a very well-run company, and I think the industry is in consolidation, and I like it very much.”
Listen at 10:10
Cramer rejects the forecast of a weak holiday shopping season.
“we'll have a weak holiday shopping season because the consumer is struggling. That totally contradicts everything we heard from most retailers during earnings season. Not going there.”
Listen at 15:19
A weaker economy makes Federal Reserve rate cuts easier.
“the weaker the economy gets, the easier it is for the Fed to cut rates.”
Listen at 17:39
Oil could fall into the $20s or even the teens.
“We could potentially go a lot lower, maybe 20s or even to teens.”
Listen at 22:14
Crude oil will eventually bottom, but not immediately.
“crude oil will bottom eventually, but not yet.”
Listen at 24:55
Investors should sell half their AppLovin position at its high valuation.
“I think you have to sell half of the stock when it gets there.”
Listen at 25:48
Mike Wirth can help Chevron match Exxon’s performance.
“I think that Mike Wirth is going to be able to do it.”
Listen at 26:57
Chevron is attractive because of its yield and buyback; investors should hold it.
“I think that that's a good stock with 4.6% yield and a gigantic buyback, and I would stick with it.”
Listen at 27:12
Texas has a highly diversified and growing economy.
“It's a hugely diversified, growing economy.”
Listen at 29:26
Texas Capital has a strong capital and safety position.
“So we're safe and sound.”
Listen at 31:09
Texas Capital can provide nearly all money-center banking services except commodity hedging.
“we could do anything a money center bank can do except a hedge commodities”
Listen at 33:06
UMAC is a risky drone company expected to lose substantial money.
“Drone technology. Highly expected of losing a lot of money. Let's be very careful.”
Listen at 35:25
Investors should take some profits in BLD after its strong run.
“I still want to take a little off the table because it has had such a run.”
Listen at 35:49
Cramer will not recommend stocks whose businesses he does not understand.
“I will never recommend a stock where I do not know what's under the hood.”
Listen at 36:47
The pharmaceutical stock’s dramatic gain is sufficient; investors should not seek further gains.
“You have won the lottery. You do not need to win it again.”
Listen at 37:57
Cal-Maine Foods is a volatile trading stock Cramer dislikes.
“This one is a wild trader. It has never interested me.”
Listen at 38:14
Investors should sell half of Tilray now and the remainder upon approval.
“I want you to sell half, and if they approve it, then you sell the other half.”
Listen at 38:38
Tilray lacks earnings.
“what they lack is earnings.”
Listen at 38:41
Investment money has shifted from peaked technology stocks into other growth areas.
“the money rotated to other growth areas.”
Listen at 40:57
The data-center bubble burst for most companies, while Google emerged as the winner.
“the bubble burst two months ago for all but Google. And that's because Google won.”
Listen at 41:23
The market is undergoing an orderly shift toward sustainable growth stocks.
“It's what I call 2025, with an orderly migration back to old sustainable growth.”
Listen at 43:07
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.
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