Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 3/2/26
12 snips
Mar 3, 2026 
Jennifer Rumsey, Chair and CEO of Cummins, a leader in engines and power systems. She talks about truck engine demand and regulatory impacts. She explores rising data center backup power needs and Cummins’ integrated advantage. She outlines capacity, disciplined capital allocation, and the company’s measured approach to hydrogen and defense work.
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Why Middle East Conflict Barely Moved Markets
- The market shrugged off early war fears because the U.S. is now a net energy exporter and domestic supply reduces economic impact from Middle East shocks.
- Jim Cramer points out crude and energy stocks spiked then faded, and higher domestic production plus exports muted the market's panic today.
Buy Dutch Bros After Unjustified Selloff
- Buy the dip in consumer-facing specialty retail when fundamentals hold, as Jim recommended Dutch Bros after an unjustified selloff.
- He cited no substantive reason for the hit and praised management, calling Dutch Bros 'ultimately a buy'.
Avoid Overpaying For Big Media Deals
- Do not overpay for acquisitions; Netflix walking away from Warner Brothers preserved balance-sheet optionality and made the stock a buy.
- Cramer said Netflix was 'not up enough' and applauded management for not paying up.