Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 2/25/26
Feb 26, 2026
Sridhar Ramaswamy, CEO of Snowflake, a cloud data platform leader. Jay Shree Yalal, Chairperson and CEO of Arista Networks, a data-center networking chief. Mark Benioff, Chairman and CEO of Salesforce, cloud software pioneer. They discuss AI infrastructure, data-center networking for AI, Snowflake and Salesforce AI products, growth metrics, buybacks, margins, memory procurement, and strategic partnerships.
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Buy The Panic In Enterprise And Consumer Names
- Do not assume enterprise software will be eliminated; expect earnings declines and lower multiples instead.
- Cramer recommends buying beaten-down areas like retailers, credit cards, travel, and banks because AI will take years to displace most white-collar roles.
NVIDIA Is The Engine Of The AI Boom
- NVIDIA is central to the current AI boom and is generating massive data-center growth that validates AI's wealth-creation potential.
- Cramer calls NVIDIA the 'bedrock of the fourth industrial revolution' after a blowout quarter and strong margin guidance.
Hold Yum Brands And Buy On Dips
- Hold Yum! Brands and buy on weakness because shedding Pizza Hut should spotlight Taco Bell's strength.
- Cramer points to recent strong Taco Bell results as the reason a spin-off or divestiture will boost Yum!'s metrics.