Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer 9/3/25

7 snips
Sep 3, 2025
Tony Spring, the dynamic Chairman and CEO of Macy's, shares insights into the company's impressive stock surge, crediting innovative retail strategies and enhanced customer experiences. Mark Benioff, Co-founder and CEO of Salesforce, dives into the company’s adaptation to AI advancements, detailing their impressive earnings amidst a shifting landscape of customer engagement. Together, they tackle current market dynamics, tech giants’ influence, and the evolving retail sector, offering valuable perspectives on navigating investments in today’s economy.
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ANECDOTE

Selling Alphabet Mistake

  • Jim recounts selling Alphabet for his trust in 2024 due to antitrust fears and missing a later 9% rally.
  • He calls his decision foolish in retrospect and laments leaving '50 points on the table.'
INSIGHT

Apple Gains AI Leverage

  • The court ruling preserved Google's payments to Apple, flipping the narrative for Apple as a potential AI gatekeeper.
  • Cramer sees Apple gaining leverage to be paid by AI firms to be default provider on devices.
ADVICE

Don't Regret Taking Profits

  • Jim advises not to feel bad about taking profits, emphasizing you should celebrate gains and avoid regret.
  • He recommends holding quality winners but warns against selling them due to fear-driven narratives.
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