Nov 19, 2025 · 41 min
Cramer weighs AI’s selloff against America’s industrial rebuild
Mad Money w/ Jim Cramer 11/18/25
The episode connects a volatile AI trade with longer-term bets on automation, domestic manufacturing, and rare-earth independence.
- 1Cramer separates disciplined dip-buying from indiscriminate bargain hunting during a sharp market decline.
- 2The AI data-center selloff tests confidence in a long-term theme spanning Nvidia, Oracle, and CoreWeave.
- 3Rockwell Automation and MP Materials illustrate the investment case for U.S. reindustrialization and domestic rare-earth processing.
Don't miss
Blake Moret explains how reshoring, automation, mobile robots, and AI software could reinforce U.S. manufacturing.
The brief
Cramer opens with a difficult market session and draws a line between disciplined dip-buying and reflexive bargain hunting, setting a cautious tone for the stock calls ahead.
The sharp decline in AI data-center names, including Nvidia and CoreWeave, raises questions about investor confidence even as Cramer maintains a long-term belief in AI’s potential.
Rockwell Automation CEO Blake Moret frames reindustrialization as an automation story, covering reshored capacity, labor costs, mobile robots, warehouse systems, and AI software.
The episode’s strategic turn comes with MP Materials: Cramer argues that U.S. rare-earth ambitions require domestic refining, not merely access to mined material.
Across repeated lightning rounds, Cramer favors Rogers Communications and Waste Management, stays cautious on Sea and Fiserv, and waits for Nvidia’s results before related semiconductor bets.
What was said on this episode
38 statements · 26 positive · 9 negative · 1 mixed · 2 neutral
Buying trusted stocks on weakness is prudent and intelligent.
“The latter is considered both prudent and intelligent, and I share it.”
Listen at 0:48
The current market sell-off may not be over.
“I don't think it's necessarily over.”
Listen at 2:09
NVIDIA remains the leading standard in AI computing.
“NVIDIA remains the gold standard.”
Listen at 3:23
NVIDIA becomes intriguing to buy if its earnings report causes a decline.
“It does mean it's intriguing if it gets hit when it reports.”
Listen at 3:29
Amazon is a trustworthy, high-quality company with dependable management.
“So I'm confident in this company. I trust management.”
Listen at 4:00
Amazon is a smart stock to buy on weakness rather than blindly dip-buy.
“I think this is a smart-to-buy-on-week situation, not mindless dip buying.”
Listen at 4:22
Kroger’s stock will rise again the following day.
“I bet it goes higher again tomorrow.”
Listen at 5:16
Kroger’s sell-off created a strong buying opportunity.
“Great opportunity.”
Listen at 5:18
Alphabet’s sell-off may offer an attractive entry point.
“Today's sell-off may have given you a great entry point to start. buying it.”
Listen at 6:00
Apple’s current price is attractive for starting a position.
“I think that's a terrific price to start a position in the company”
Listen at 6:14
Investors should diversify their small stock portfolios.
“You should try to go for some diversification”
Listen at 6:44
Investors should hold index funds alongside individual stocks.
“You should have some money in an index fund side-by-side”
Listen at 6:49
Investors should contribute to index funds monthly.
“you can and should put money in monthly”
Listen at 7:22
Investors may accelerate future index-fund contributions during a sell-off.
“you've got my blessing to pull forward some of those future contributions and put them to work right now”
Listen at 7:26
Large language models should analyze Pinterest’s data.
“I think these large language models should be just combing right through it.”
Listen at 9:38
Pinterest’s current price is a strong level to begin buying.
“I think this is a tremendous level to start buying Pinterest”
Listen at 9:42
The market sell-off likely has further downside but is not at its peak.
“this isn't probably the bottom, but it's certainly not the top.”
Listen at 10:09
Cramer remains strongly optimistic about artificial intelligence.
“even though I'm a big believer in AI”
Listen at 11:44
Oracle is financing data-center construction with debt, increasing concern.
“Oracle's now paying for it with debt, and that's become a very different story.”
Listen at 16:16
Oracle is borrowing heavily to build data centers for OpenAI.
“They're borrowing a fortune to build data centers for open AI”
Listen at 17:27
Cramer is not enthusiastic about Sea Limited.
“I do not share your enthusiasm for that stock.”
Listen at 19:23
Investors should wait for Fiserv to bounce before buying.
“I would not buy a stock like this until it has some sort of bounce.”
Listen at 19:52
Rogers Communications is an inexpensive, good company with fewer U.S. problems.
“It's not expensive. It's a good company. It's based in Canada. It doesn't share our problems. I like it.”
Listen at 20:15
Weak NVIDIA results would cause Taiwan Semiconductor and Amcor to decline.
“if NVIDIA doesn't do a good job tomorrow, then Taiwan Semi goes down two, and so does Amcor.”
Listen at 21:22
Investors should wait before buying Taiwan Semiconductor or Amcor.
“I think it's worth waiting.”
Listen at 21:29
Waste Management was a buy when trading just below $200.
“this thing has to be bought right under these 200.”
Listen at 21:41
Cramer likes Waste Management.
“I like the stock.”
Listen at 21:52
Cramer is reluctant to sell Starwood Property Trust because of Sternlicht.
“I am loathe to abandon it because I think I respect him that much.”
Listen at 22:25
Rockwell Automation’s stock can continue rising.
“I think it can”
Listen at 24:26
U.S. manufacturers must supplement high-cost labor with technology.
“You have to complement that labor with technology.”
Listen at 25:51
Rockwell began building mobile robots at its Milwaukee headquarters.
“we started building mobile robots in our Milwaukee headquarters just a month ago.”
Listen at 26:17
Rockwell’s mobile robots operate using artificial intelligence.
“It runs using artificial intelligence.”
Listen at 28:07
Rockwell applies small language models and AI across factory technology.
“we're applying that in real-world applications, and we're doing it today with AI throughout the technology stack.”
Listen at 28:58
U.S. reindustrialization is a long-term investment theme.
“This is a long-term play.”
Listen at 29:40
Reindustrialization will persist regardless of tariff changes.
“I think that, you know, long-term policy that facilitates the reindustrialization in the appropriate... verticals in the appropriate applications is something that's going to be here to stay, regardless of what happens with tariffs.”
Listen at 30:05
Relying on AI platforms for research is increasingly risky.
“Relying on these platforms, to me, it's become incredibly risky.”
Listen at 39:17
ChatGPT cannot be reliably trusted for research.
“you simply can't count on programs like ChatGPT for research.”
Listen at 39:50
ChatGPT is not reliable enough for current-events research.
“it's just not reliable enough to trust for current event issues.”
Listen at 39:56
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.
Books & mentions
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