Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/11/25
Dec 12, 2025
Jim Cramer dives into the market's reaction to the recent Fed rate cut, highlighting sectors like retail and industrials that typically benefit. He emphasizes the importance of income stocks, particularly natural gas pipelines, in the current climate. Cramer reviews the performance of tech giants like Apple and Tesla, discusses a rebound in consumer travel, and teases an exciting new ice cream spinoff. Lastly, he offers insights into Weyerhaeuser's strategy and takes rapid-fire calls in the Lightning Round, addressing various stock picks.
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Rate Cuts Drive Sector Rotation
- After a Fed rate cut, money managers rotate into rate-cut beneficiaries like consumer discretionary, homebuilding, and industrials.
- This flow often comes at the expense of tech, which can underperform temporarily despite fundamentals.
Buy Banks Poised To Lend More
- Buy banks likely to lend more as rates fall, such as Wells Fargo and Capital One, because loan demand should rise.
- Positioning in banks now can capture improving net interest income and loan-driven growth.
Why Tech Giants May Underperform
- Apple, Meta, and Tesla can lag after rate cuts because they aren't immediate beneficiaries of lower rates.
- Fund flows, not fundamentals, often drive short-term underperformance in large tech names.
