Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 3/30/26
Mar 30, 2026
Rene Haas, CEO of Arm Holdings and tech leader behind the company’s pivot, talks about Arm selling its own ARM AGI CPUs for data-center and agentic AI workloads. He outlines performance-per-watt gains versus x86. He covers cloud and on-prem demand, manufacturing partners, and why big cloud providers might still buy Arm silicon.
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Buy Instead Of Panic Selling During Overreactions
- Don't panic-sell strong franchises during market overreactions.
- Cramer explicitly says he'd rather be a buyer than a seller of CrowdStrike or Meta after irrational sell-offs.
Avoid Airline Risk Amid Travel Disruptions
- Avoid airline stocks if travel disruptions make revenue uncertain.
- In response to a caller about JetBlue, Cramer says it's too risky and prefers stocks with stronger fundamentals.
Arm's New CPU Targets Agentic AI Workloads
- Arm is shifting from IP licensing to building and selling its own CPUs for data centers.
- Rene Haas says the ARM AGI CPU delivers roughly 2x performance at the same power versus x86 for agentic AI workloads.
