Mad Money w/ Jim Cramer 11/25/25

Summary

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Mad Money w/ Jim Cramer – November 25, 2025

Overview

In this lively episode, Jim Cramer delivers his trademark passionate investing advice just before Thanksgiving. He addresses volatility and uncertainty in major tech stocks (especially Nvidia), offers deep dives on current market themes, and holds candid interviews with the CEOs of Best Buy and Agilent Technologies. The episode emphasizes diversification beyond tech, analyzes food and retail companies in light of the holidays, and concludes with Cramer’s popular Lightning Round—rapid-fire stock takes with his distinct, no-nonsense flair.

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Main Discussion: Trust, Fear, and the MAG7

Investing in Big Tech and Staying the Course (01:39–14:00)

Cramer opens up about the importance of trust in investing, especially regarding technology leaders—dubbed the Magnificent Seven (MAG7): Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla.

• Don’t Be Ruled by Fear:
  “You either believe in artificial intelligence or you should just stay away... There’s no need to obsess over this stuff. Welcome to the kind of zero sum investing logic that has kept people from making millions upon millions of dollars because they live in fear. They only know to sell when stocks are going down and buy when they go up. And that is a terrible strategy if it’s a strategy at all.”
  —Jim Cramer [01:39]

• Quality of MAG7 Leaders:
  Cramer underscores that MAG7 companies “didn’t become magnificent by missing quarters and screwing up... They have bountiful profits, which is why they could rise to their lofty trillionaire status in the first place.”

• On Nvidia Volatility and Competitive Threats:
  Cramer recounts the recent “contretemps between Nvidia and Alphabet,” with Alphabet pursuing its own AI chips via Broadcom, possibly threatening Nvidia’s status. Meta is rumored to want Google's chips, news which tanked Nvidia’s stock while boosting Meta and Broadcom.

• Rumors and Short Sellers:
  Dispels rumors of fraudulent accounting at Nvidia, calling them “categorically absurd.” He refuses to dignify comparisons to Enron.

• Cramer’s Investment Philosophy:
  “Historically, it’s been a bad idea to dump any of the Magic seven out of fear... I say own it, don’t trade it [Nvidia].” [11:24]

Notable Quote

• “If you don’t like Nvidia, you don’t have to own it. Nobody’s putting a gun to your head, but let me give you a little coda here because I’m kind of angry about this. Here’s your hat. Watch your hurry and don’t let the door hit you on the way out of Nvidia.”
  —Jim Cramer [12:10]

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Lightning Round: Viewer Q&A on Stocks (31:28–34:26 & 41:00–43:24)

Cramer fields listener questions, dispensing rapid-fire advice with his typical candor:

• Disney:
  “I think [Disney] needs a hold and I say that because I think it’s too cheap to give away, but I felt higher prices... It could go to 95, maybe I take a look at it there.” [12:53]

• SiriusXM:
  Needs more car sales and growth in the used market; not a buy for now.

• Kraft Heinz:
  “You’re gonna have to let that one go. The fact is that Kraft Heinz, they’re bad brands. And you know what? There are such a thing as bad brand. In the old days, there weren’t. The new consumer just isn’t buying Kraft Heinz.” [31:55]

• Brinker (Eat):
  “It’s up so many points... It’s too risky and I think the world of it, but... we’re going to pass on that one right now.” [32:39]

• Aurora:
  (Transportation tech stock) “Spirit of nature... kind of like a dice roll at $4. I will actually bless it.” [42:08]

• Cloudflare:
  “You’ve had a better entry point. The stock is down after that... I think that this stock is a buy right now. [Matthew Prince] delivers.” [42:30]

• IES Holdings:
  “That is a stock I want to own. Jeffrey Gendel is the CEO—he is one of the best in the business...” [42:58]

• Salesforce:
  “I think that the disaster is now priced in, whatever disaster there might be... I think it’s fine.” [43:10]

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Retail Spotlight: Best Buy Interview with CEO Corie Barry

(14:01–23:23)

Cramer highlights Best Buy’s surprisingly strong quarter, then interviews CEO Corie Barry on the retailer’s resilience, innovations, and insights into consumer behavior.

Key Points

• Positive Q3 Results:
  Best Buy beat earnings expectations, saw strong revenues, and raised guidance; the stock jumped 5% [14:07].

• Sustained Growth in Computing:
  “Seven straight quarters of positive growth in computing... Innovation isn’t always just a light switch. Sometimes it is a long sustained transition from an older way.”
  —Corie Barry [14:50]

• Gen Z and Physical Retail:
  Gen Z “want everything... They want to be in the store experiencing... Our goal is... to be there for them ubiquitously, in all channels.” [15:42]

• Marketplace Expansion:
  Best Buy’s online marketplace now features 1,000 sellers and 11 times more SKUs, focusing on assortment expansion, especially in accessories and small appliances [16:24].

• Holiday Gifting Strategy:
  Demand is strong “across price points… It came from unit growth, which means more people are finding items at the right price point.” [17:56]

• Tariff Mitigation:
  Best Buy imports only 2–3% of its goods directly; collaboration with vendors helped neutralize analyst fears about tariffs [19:52].

Notable Quotes

• “You start with the consumer... The more you think about it holistically as solving for what the customer is trying to accomplish, then…I think you come up with interesting partnerships.”
  —Corie Barry on Best Buy’s new partnership with IKEA [20:59]

• “Don’t ignore the fact that store experiences—that real touch and feel—matters a great deal.”
  —Corie Barry [22:39]

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Holiday Table, Holiday Stocks: Turkey Producers & Food Sector

(24:52–31:28)

Cramer examines the investability of turkey and protein producers ahead of Thanksgiving.

Key Points

• Hormel Foods (HRL) vs. Tyson Foods (TSN):

  • Hormel: Once a favorite, now a “disaster”—the stock is down 58% since early 2022. Margins are being squeezed by commodity costs, and management turmoil adds uncertainty. Might await a turnaround before buying.

    • “Everything’s up in the air right now and we have no idea [if] Hormel’s new leadership can get a handle on their problems.” [28:51]
    • “It is not crazy to believe that Hormel’s close to a turnaround... But I just, I want to see the quarter. I don’t like guesswork like this.” [30:48]

  • Tyson: More resilient, better operator, despite tough industry conditions. Just reported a strong quarter, stock trades at 15x forward earnings and has a 3.6% yield.

    • “Tyson’s a much better pick than Hormel... You got my best; you [should] buy it right now.” [31:22]

• Other Food Companies:
  Cramer dismisses international players (JBS, Smithfield) due to jurisdiction and risk.

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Growth Outside of Tech: Portfolio Strategy

(43:24–47:30)

Cramer closes with a lesson: Don’t hyperfixate on tech—find growth in multiple sectors.

• Diversification Model:
  Cramer recommends a five-stock portfolio, only one from tech, the rest from diverse growth areas like healthcare, aerospace, retailers, and restaurants.

• Healthcare Example:
  Praises Eli Lilly (GLP-1 drugs), Johnson & Johnson, Merck.

• Retail Stars:
  TJX, Costco, Walmart, Dick’s Sporting Goods, Best Buy—all highlighted for growth prospects.

• Restaurants:
  Recommends Texas Roadhouse (steak prices falling, tariffs cut), Brinker (Chili's parent).

• Other Sectors:
  Travel, leisure, life sciences (Agilent), aerospace all offer opportunities.

Notable Quote

• “So stop wallowing in just tech, pick four stocks that aren’t tech and have a very good day.”
  —Jim Cramer [47:23]

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Life Sciences: Agilent CEO Interview

(34:26–41:00)

Agilent CEO Porig McDonnell discusses company performance, embracing reshoring, advances in lab tech, AI, GLP-1 drug testing, and global growth.

Highlights

• Reshoring Benefits:
  “[We] are very well positioned to capture a fair share as that comes on board in ’27 now.” [34:52]

• AI for Lab Productivity:
  “We want to have AI capability in our systems... we can see how a lab is being used and use AI to see when our system is going to go down long before [it does]... That is really resonating with our customers.” [36:09]

• GLP-1 Drug Opportunity:
  Acquisition of Bio Vector supports growth in peptide-based and small molecule drug testing.
  “Bio Vector is critical... we’re really servicing customers on the analytical side for testing and then into precursors for development.” [36:46]

• PFAS Testing Expansion
  “We continue to be a market leader in PFAS and we remain confident of mid teens growth going forward... air testing [is] becoming more prominent.” [38:07]

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Memorable Moments & Sharp Comments

• On Panic Selling in Volatile Stocks:
  “Here's your hat. Watch your hurry and don’t let the door hit you on the way out of Nvidia.” [12:10]

• On Gen Z and Brick-and-Mortar:
  “They want everything... lines around the block for Pokemon cards... you have to be there for them ubiquitously, in all channels.”
  —Corie Barry, Best Buy CEO [15:42]

• Personal Quips:
  “When I sit down for Thanksgiving dinner, I see all the stocks of all the companies that produce the stuff. It’s a disease. I can’t help myself. My wife Lisa, she despises it, but sometimes it’s useful for what I do here.”
  —Jim Cramer [24:52]

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Key Timestamps

• MAG7 & Tech Trust Discussion: 01:39–14:00
• Best Buy CEO Corie Barry Interview: 14:01–23:23
• Turkey/Tyson/Hormel Food Stocks Analysis: 24:52–31:28
• Lightning Round Q&A: 31:28–34:26, 41:00–43:24
• Agilent CEO Porig McDonnell Interview: 34:26–41:00
• Diversified Portfolio Advice: 43:24–47:30

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Summary Table of Stock Opinions

| Stock/Sector | Cramer’s View | Timestamp | |------------------------------|-----------------------------------|---------------| | Nvidia | Own, don’t trade | 11:24 | | Disney | Hold | 12:53 | | SiriusXM | Wait for more car sales | 13:37 | | Hormel | Too uncertain, wait for clarity | 28:51–30:48 | | Tyson Foods | Buy | 31:22 | | Kraft Heinz | Avoid, bad brands | 31:55 | | Brinker (Eat) | Too risky after run-up | 32:39 | | Salesforce | Disaster priced in, okay to hold | 43:10 | | Best Buy | Strong quarter, positive on future| 14:07, 22:59 | | Agilent | Strong fundamentals, growth ahead | 34:26–41:00 | | Aurora, Cloudflare, IES | All buys (with some risk caveats) | 42:08–42:58 |

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Final Takeaway:
Cramer’s big message this episode: Don’t panic in the face of volatility in top tech names—own, don’t trade. But don’t stop there: diversify into growth beyond tech, stay attuned to consumer shifts (like Gen Z’s surprising brick-and-mortar enthusiasm), and look for turnaround stories in overlooked sectors. As he puts it: “Stop wallowing in just tech; pick four stocks that aren’t tech and have a very good day.”

Transcript

[Jim Cramer]

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[Jim Cramer]

Hey I'm Kramer. Welcome to Mad Money. Welcome to Cramerica. Other my friends, I'm just trying to make a little money here. My job is not just entertain but I'm teaching tonight so call me 173cbc.tweet me. Jim Kramer. You either believe in artificial intelligence or you should just stay away. Don't buy, don't buy. You trust Nvidia and Jensen Huang. Or you can just go own some drug stocks from two stocks. And you know what, why don't you just go buy some Rails. Nobody demands that you buy the so called hyperscalers. If you don't have confidence in these AI stories, the whole investing world look at this. All these stocks are your oyster. There's no need to obsess over this stuff. Welcome to the kind of zero sum investing logic that has kept people from making millions upon millions of dollars because they live in fear. They only know to sell when stocks are going down and buy when they go up. And that is a terrible strategy if it's a strategy at all. You should never buy anything if you don't trust enough to buy more. Weakness. Trust is how you benefit from stocks these days. Dow like any other day shot up 664 points. Trust the S&P jumped point nine one percent trust and then as they gained point six seven percent, you're not going to catch these gains if you don't trust. That said, if you go to own tech, you need to know the landscape. For example, everyone who's in the Magnificent seven should recognize that they didn't become magnificent by missing quarters and screwing up. They didn't rise to these lofty levels by being fooled by other companies are being duped or dropped as vendors because they're secondary. Before I go into why I trust the people who run these companies, and here I'm speaking of course of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, let me just say that there are literally hundreds of big capitalization companies that don't require a lot of fortitude to own. Today, Abercrombie and Fitch and Kohl's two retailers screamed higher on better than expected results, finishing up 38% and 43% respectively. Those are more like takeover bids than earnings surprises. We have Best Buy on tonight and wow, what a quarter they reported. Nothing's keeping you from owning those stocks instead of tech. But as you may know from how to Make Money in Any market, I am a huge believer in growth stocks. And none of those three can truly be considered a great growth stock. At least I get these three. And so many former growth stocks are what draws me to the hyperscalers, my chapel Trust. Now we own many, many stocks from other universes. Drug stocks, aerospace materials, data center builders. They have long term growth stories, but they're not turbocharged with the resources of these gigantic companies. That's what always brings me back to the MAG7. These stocks are prominent because of their success. The companies they represent have bountiful profits, which is why they could rise to their lofty trillionaire status in the first place. It's why I don't kick them out when they're down. In matter of fact, it's why I might buy them for the trust. I'll admit that they have a bit of the Houdini in them. Tesla was a car company and stock rallied as a car company. And then when things got very competitive in electric vehicles, the stock got hammered and hammered and hammered again. But when Tesla fell from the 400 to the 200 the beginning of this year, an amazing thing happened. The stock, not the company. The stock was always the same company morphed into a chit in the great game of self driving and robots. CEO Elon Musk simply changed the narrative and the street bought it. That perception has allowed the stock to regain almost all those lost points, even though it's pretty much the same company it was before the decline in electric vehicle profits. And that's what the Magnificent Seven do. Which brings me to why I'm doing this. The contretemps between Nvidia and Alphabet with Alphabet de emphasizing Nvidia's chips by relying on its own chips made by Broadcom. Those chips are supposed to be so good that Meta, a competitor, is actually said to be contracting with Alphabet to get its hands on them. Perhaps so they can replace the same high priced semiconductors from Nvidia. On this news, Nvidia stock has had living daylights kicked out of it. Alphabet had been a huge client of Nvidia and the press clips say that it's going to adopt its own chips far more than the ones owned by Nvidia. Alphabet stock has been as hot as Nvidia stock is now. Ice cold. It got colder last night when a tech publication pointed that Met is willing to buy these same chips from Google at a considerable savings. Perhaps it could be some license agreement that includes Broadcom, the general contractor for Google's chips. As Broadcom CEO Hock Tan is on the board of Meta now you could argue so what? Videos got a ton of business, but he just reported what seemed like a bang up quarter instead. Well guess what? The stock got banged up. Injured reserve style. Banged up. Nvidia was at 186 before the quarter, but then it fell to 180 after its report today it dropped further 177 on this meta news, down $4.73, but it did fall as low as $169. Now considering it traded 212 at the end of October. One hundred and sixty nine. I mean that is quite amount of loss of pain. Let's add a few more indignities to the story of Nvidia. Matt had jumped nearly 4% today because investors bought the I bought the stock hoping that these new chips from Google could lead to better gross margins for Meta. That's another Mag seven about to make a comeback as it benefits from not having to spend a lot of money with Nvidia, at least the critics say. Now you could argue that all this is just inside baseball if it weren't for the fact that. Well, let's say a couple of other facts. First, the super large customer video. Another one is open AI and that's been the subject of stories about a seemingly precarious balance sheet insult to injury. There are short sellers circulating with what I regard as dubious condemnations that include linking video to Companies with fraudulent accounting that amounted to criminal enterprise. There are people saying that Nvidia is the next Enron, which I've got to tell you is categorically absurd. So why not just dump Nvidia if you can't take the pain? Alright, I play with an open hand for my trust. So I want to explain why I won't give up on this one. I want to explain why I say own don't trade the stock of Nvidia first. Historically it's been a bad idea to dump any of the Magic seven out of fear. We sold Google for the Travel Trust at a considerable gain, but we left the darn double on the table. I thought Google would be hobbled by antitrust woes and a judge who seemed bent on punishing it as a monopolist. Instead, the judge changed his mind and blessed the company, including the $20 billion Payment Act Apple to be the soap building search provider. I thought the Gemini, their AI product would cannibalize Google's amazing search margins. No, it complimented them and enhanced them. The only reason I'm not kicking myself is we took our profits from Google and invested them in Broadcom, which has been a really outstanding performer. Still, it was a mistake to throw in the towel because of fear. And you know what? I feel the exact same way about Nvidia and I've been thinking about this nonstop since they were reported. See these near term concerns, they got some validity. Of course, I'm not denying them. So did the antitrust action against Google. They most certainly matter. Just like the possible cannibalization of Google by Gemini. For all we know, this may be the beginning of the end of Nvidia's AI dominance. I just don't see it like that though, with the exception of the bogus accounting charges that I wouldn't dignify with the response. I wish Nvidia had alluded to them either. By the way, I think their problems are not insurmountable. In fact, these remind me of the same problems I've heard all the way up from when I liked in video and it was just a several hundred billion dollar enterprise instead of the $4 trillion enterprises today. I saw so many people leave the stock for so many other reasons that are just like these. That's why I say own it, don't trade it in video. So the bottom line, if you don't like a video, you don't have to own it. Nobody's putting a gun to your head, but let me give you a little coda here because I'M kind of angry about this. Here's your hat. Watch your hurry and don't let the door hit you on the way out of Nvidia. Let's speak to Shelley in Virginia, please. Shelly. Hey, Jim. I love watching you on Squawk and Mad Money. You're the best. Thank you, Shelley. Hey, Faber's pretty funny guy, you know. And of course, Carl's a great, you know, Carl's Rock Gibraltar. What's going on? My question is on Disney. I've had Disney for a long time. It's gotten pretty beaten down. Is Disney a buy, sell or a hold? I think this needs a hold and I say that because I think it's too cheap to give away, but I felt higher prices that I just wanted to say, you know what? This thing could go to 95, maybe I take a look at it there. But it doesn't have the earnings. It had a quarter that everyone thought was good and it was just hated. What happens if it has a not great quarter? I say look out. I'm going to go to Ken in California. Ken. Hey, Jim, thanks for taking my call, man. I'll make this short and sweet for you. This company, they got decent cash flow, supports a good dividend, and not sure if I can mention their name. You got one of the biggest investors out there gobbling up a third of their shares, so hit me with it. What's up with SiriusXM? All right, look, I think it's just. It does. You need to have more car sales, you need to have more growth in used cars. You need to have that before you can just say, you know what? It's time to load the boat up. Seriously. And that's the problem. All right? Anyway, look, you can either lean in the trade or just stay away. I don't care. Don't like Nvidia. You have to own it. On my money tonight, Best Buy just hiked its full year outlook. So could consumer tech be the best new way to play the retail space? I'm Chet Ian with the CEO fresh off the company report. Then there'll be a lot of publicly traded representation on your Thanksgiving table this week. I'm covering those companies to see if you should carve some space in your portfolio for these names. And up over 40% in the last six months. The life science company Agilent Letter A has been a quiet winner. Could the momentum continue? I'm sitting down with the company's top brand, so stay with Framer. Don't miss a second of Mad Money. Follow Im Cramer on X have a question? Tweet Kramer Madmentions. Send Jim an email to madmoneynbc.com or give us a call at 1-800-743-CNBC. Miss something? Head to madmoney.cnbc.com on Fox 1 now. You can stream your favorite live sports so you can be there live for the biggest moments. Touchdown. And catch History in the making. Fox 1 We live for lives streaming now.

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[Commercial Announcer]

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[Jim Cramer]

This morning we had a bunch of surprisely good retailers with Abercrombie and Fitch and Coles flying the stratosphere. But you know what? We also got a great quarter from Best Buy. That's the world's largest specialty consumer electronics retailer. They posted a 9 cent earnings beat off a $31 basis higher than expected. Revenues strong same store sales. At the same time management raised their full year forecast pretty much across the board, which is why the stock jumped over 5% today. So can you keep rallying through the holiday season? Let's check in McCoy Barry, she's the CEO of Best Buy. To find out more. Welcome back to Bad Money.

[Guest/CEO]

Thank you so much. So good to see you.

[Jim Cramer]

Oh it's great to see you Corey. And I'll tell you so much Worked well this quarter. And I kind of want to start with some of these areas of strength because I think the areas of strength are more than temporary. That could be substantive for a very long time.

[Guest/CEO]

I think one of the things that we talked about is take computing, specifically seven straight quarters of positive growth in computing. This is a beautiful sustained. And we had talked about this before. Innovation isn't always just a light switch. Sometimes it is a long sustained transition from an older way. I mean, many people bought their computers five, six years ago. Now you have some AI features, you have a Windows upgrade, you have an impetus to get out there and maybe get that brand new device and it creates that nice sustained demand curve for us.

[Jim Cramer]

You know, I also felt that you said something that was really the first time I thought about it, the first time I've heard it actually, which is the notion that Gen Zs lean into the store experience. This tells me that, you know what, maybe we are misjudging this whole new generation consumer. They, they want look and feel, they want to touch.

[Guest/CEO]

I think they want everything. This is a consumer who's grown up digitally native, so that's easy. I think they're trending toward what are those unique, fun, differentiated experiences. There's lines around the block for Pokemon cards, there's lines around the block for Switch to. They want to be in the store experiencing the new things. And our goal is whether it's that moment that they want that digital inspiration from a cool influencer or whether it's that moment they want to be in the store to really touch and feel the product. I think it just reinforces the idea that you have to be there for them ubiquitously, in all channels.

[Jim Cramer]

Now, at the same time, you've done a couple of things that are new that I want people to understand about. Best Buy Marketplace, you talked of extensively in the conference call. Sounds like it's working.

[Guest/CEO]

We're absolutely thrilled with the ramp that we're seeing. A thousand sellers, 11 times more SKUs. And we're seeing it do what we want it to do, Jim, which is drive some of that unit demand deeper into our assortment. Many more accessories, many more small appliances. You can have all the color variations, all the team variations, this ability to really appeal to people's unique wants and needs as it relates to consumer electronics. So they don't have to leave us to go get that next purchase. They can get the full basket with us.

[Jim Cramer]

Now, you mentioned a couple of times you called out the Breville and you also called out Shark Ninja. Now these are things I know I've seen them very expensively at other places. Are you offering a great price on the price on these two?

[Guest/CEO]

Absolutely. I mean that our biggest goal here is to offer all budgets an opportunity to get that great gift. And I think Breville and Shark Ninja are wonderful partners and great examples of this where we can have some great deals on something like a Ninja Slushy, which is just this fun entertainment gift for the whole family to enjoy. And at the same time you can experience these amazing espresso machines or these beautiful beauty care items. And all of those are really tailored to individual gifting ideas and in some cases really interactive displays or some vendor labor that's specialized and really helps the customer get the most out of that.

[Jim Cramer]

A lot of people would say that those two, especially Breville, are expensive and yet I think they're going to end up being the holiday gift of the season. Are you seeing that?

[Guest/CEO]

Absolutely. What we're seeing is demand across price points. It was one of the things that we talked about on our call. Our growth actually did not come from ASP expansion. Our ASPs were relatively flat year over year in Q3. It came from unit growth. Which means, means more people are finding more items at that right price point. When we talked about computing, we have 134 copilot PCs. That means you can imagine across that huge assortment you can find some price point that's going to work, whether you're a student and you just need an entry price point for school, or whether you want that amazing gaming experience and those really high price points. And I think our vendors are amazing partners with us in making sure we can offer any customer that perfect.

[Jim Cramer]

Well, I got to hand it to you. You're one of the few people who recognize is that you have to have both. You can't just turn off some people, you can't say, listen, I don't have the stuff they want. And I also thought it was really bold of you to say, look, agent doesn't necessarily work with us. We want to hear what the customer is doing. It isn't for everyone. You're obviously very in touch with your customer. You wouldn't be delivering these numbers.

[Guest/CEO]

I think Agentix shopping will be a part of all of our experience. The question is when and how do you choose to enter? And I think our teams are doing a really nice job trying to define what does that look like for Best Buy. And it's not just the products we talked about on the call. It's the services, it's the delivery, the Installation. It's how you actually show up as an expert. And I think we're putting some extra time into making sure. We really feel like we're putting our best foot forward at the same time prioritizing learning and speed.

[Jim Cramer]

Right now, I'm betting that the analysts tomorrow and next week will realize that they misjudged tariffs. They thought it was going to be really hit you. I remember when they came out and your stock dropped from the 80s to the 70s, looked like it was going to. People worry about the dividend, it looks like. I'm not saying as much to do about nothing, but the tariffs did not hit you the way the analysts thought they would.

[Guest/CEO]

I think we had a hypothesis going in that we talked about a lot. We are the importer of record on only 2 to 3% of what we sell. And so this conversation is very much in partnership with our vendors. And they came to the table, and we came to the table and we worked through a ton of mitigation strategies. Can supply chains move? Can the specs of products change? Can the assortment itself change and double down deeper, maybe with some vendors than others? And at the core of it was this idea that no matter what, we need all the price points that will match all the budgets. This is the. One of the wonderful things about only working in consumer electronics. Our only goal is to maximize that assortment for every single budget. And there's so many vendor partners that we can work with in order to do that. And yes, we've seen a few price adjustments here and there, but the beautiful part is the consumer can make the call as to what price point they want, and they can still get a great product.

[Jim Cramer]

Now, at the same time, how do you put together an IKEA deal? I would never have thought. I'd like to think I'm creative, but that's just a great. That's a terrific touch point, I think. Start.

[Guest/CEO]

You start with the consumer, right? So what we believe is people don't come to us just because they want askew. They come to us because they want an experience. And especially today, when you might be really pinched for value and you want to have that very best experience for your family. And so they are just coming to put a TV on the wall. They want the living room to be the entertainment center of their home. And when you think about it that way, then, look, if I'm shopping and I want that new entertainment experience, I'd love to have a new couch, I'd love to have a tv. I'd love to be able to Charge all my devices quickly and easily nearby, or I'd love in my kitchen right away to be able to not only have the fridge, but have the cabinets that match. The more you think about it holistically as solving for really what the customer is trying to accomplish, then I think you come up with interesting partnerships, relationships where it can be great for both of you.

[Jim Cramer]

Okay, so I'm going to go back to this. Different generations. Z, how do you determine what do you see? I mean, how do you know that they didn't want to just go to Amazon, that they wanted, that they wanted the entertainment of going to Best Buy?

[Guest/CEO]

We have a great team here and an ability because we can identify so many of our customers, we have a real ability to see what their shopping behaviors look like, both browsing and purchasing and using our services. And we've been able to see a real uptick. It's funny, a lot of people have asked like, are you seeing only or high end consumer? Actually, we're mixing even further into our lower end consumer and our younger consumers. And those two cohorts are also the ones who are saying our brand is resonating even more than ever with them. And so I think it's this ability to wherever they are. Don't ignore the fact that store experiences that real touch and feel matters a great deal. And we've been really leaning in, we've talked about that for at least two years now, leaning into that store experience, that touch and feel and partnering a lot more closely with our vendors so that more and more you can go in and see that espresso machine or that TV or that phone or computer and really get a feel for that inspiration you can only get sometimes when you're right in front of it.

[Jim Cramer]

Well, look, congratulations. I think this is. You surprise people. And it wasn't just because of Windows 10 and it wasn't just because of Breville. But it's a complete package and I really like Gen Z. You seem to be the first, first who have really identified this. A lot of people think they're very elusive. Obviously not for you. That's Corey Barry, CEO of Best Buy with a terrific quarter court. I love it when you come on the show. Thank you so much.

[Guest/CEO]

Oh, thanks for having me, Jim. It's great to represent this amazing team.

[Jim Cramer]

Of course. Manny's back in for a minute. Coming up, Kramer's talking turkey and comparing two of the country's biggest turkey manufacturers, Tyson and Hormel Foods, seeing which one can give you the most gains this Thanksgiving. Next.

[Guest/CEO]

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[Jim Cramer]

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[Porig McDonnell]

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[Jim Cramer]

And now a next level moment from ATT Business. Say you've sent out a gigantic shipment of pillows and they need to be there in time for International Sleep day. You've got AT and T5G so you're fully confident, but the vendor isn't responding. And International Sleep Day is tomorrow. Luckily, AT&T 5G lets you deal with any issues with ease so the pillows will get delivered and everyone can sleep soundly, especially you. AT&T5G requires a compatible plan and device.

[Guest/CEO]

Coverage not available everywhere.

[Jim Cramer]

Learn [e-mail] 5G Network. I don't know about you, but when I sit down for Thanksgiving dinner, I see all the stocks of all the companies that produce the stuff. It's a disease. I can't help myself. My wife Lisa, she despises it, but sometimes it's useful for what I do here. So let's talk Turkish. Yes, there are a few major publicly traded companies that give you a way to invest in Turkey. The cleanest option is Hormel Foods, best known for spam, but it's also the parent of the Jennie O Turkey brand, one of the largest producers of whole turkeys, like the kind you probably have for Thanksgiving. And then there's this Tyson Foods. Now you probably know them. Look, they don't sell whole turkeys, even as it does sell a ton of turkey products under the brand names Sara Lee Hilster Farms. Tyson is a much better run company than Horme. Then let me give you another one, which was brought to my attention by my pal buddy friend Gemini3 last night. Seaboard Corporation. This company owns a 52% stake in Butterball. That's the ones my mom always bought, the iconic turkey brand. But it's also got a big pork business and a commodity trading operation along with cargo shipping, liquid fuels and even a power production business in the Dominican Republic. While Seaboard's been public for decades and as the market continues cap of $4.2 billion, it's incredibly low key company, has zero analyst coverage, doesn't hold conference calls and basically just publishes its 10 Qs every quarter to report its results. I never would have stumbled on this thing with one for my chat with Gemini 3. Hey, by the way, Seaborts cool stock is up a cool 88% this year. Many of those disparate businesses are on fire right now. Maybe it deserves a full segment down the road. I was kind of intrigued by it. As for the other publicly traded meat producers like the Brazilian meat giant giant jbs, which owns a majority stake in Pilgrim Cruise Pride or Pilgrim Pride and then Smithfield Foods Yellow and that turkey. It isn't much of their business. Plus JBS is a Brazilian company not going to touch it. Smithfield's basically a Chinese company not going to touch it. So why don't we stick with the two? Let's stick with Tyson and Hormel. Even though turkey is only a fraction of their business, they're the best publicly traded options we got and it is Thanksgiving. That's it. Tyson's a much better pick than Hormel. As matter of fact, I think it's worth going over hormone now. It's really instructive how bad this thing has gotten because we used to love it. See, our mill has been a disaster over the past few years. At $22 and change, stock is down 58% from its peak in early 2022, including a nearly 27% decline this year alone when the whole packaged food sector came under attack by the GLP1 weight loss drugs. I thought Hormel might perform better because it's all about protein, right? You need to eat protein on those GOP Dash one diets in order to prevent musk muscle atrophy. It hasn't worked out that way. In fact, when Hormel reported at the end of August, it posted a bigger earnings miss and a disappointing outlook for the next quarter. The stock plunged 30% in response and it's drifted lower ever since. Main problem? Hormel's cost many butcher commodities. They've gotten out of control. There's plenty of demand for the product. Sales growth has been strong as just high commodity costs take going to meet axe to their margins. During that last earnings report, interim CEO Jeff Edinger welcome back. Jeff explained how the company is doing everything it can to improve its profitability, but who knows if they can deliver the other issue one mill searching for a permanent CEO after the old leader retired early they brought back yet and jury served as CEO from 2006 to 2016 had been a regular guest of the show as an emergency measure he's got the job for 15 months as they look for a permanent replacement replacement at the end of October the CEO left to see you know CFO leaves. CEO leaves. These aren't good signs. Many mid level executives have been replaced this year as well. Now given Warmel's recent performance, I don't necessarily mind the management shakeup but everything's up in the air right now and we have no idea for Mel's new leadership can get a handle on their problems. That said, it is not crazy to believe that Hormel's close to a turnaround. Listen to me on this stocks fairly fairly cheap, cheap selling for less than 16 times next year's numbers. At its current depressed level, it sports a 5.1% dividend yield. I like that. I like that the company still has good sales momentum and many of the commodities that have been killing them have indeed started to come down in price. Now hormone reports this week so here's where I come down. I think it's too early to pile into this one ahead of the quarter given that the CFO just stepped down. I'm not expecting your great things next week. I certainly don't expect this interim management team to stick their necks and out with a strong forecast. Honestly, I'm kind of hoping that Hormel will disappoint and the stock will get hammered. Why? Well, look, I think management could give us a credible plan for improving the cost structure. At that point I feel comfortable buying this one. A weakness. But I just, I want to see the quarter. I don't like guesswork like this. I happen to the other turkey play Tyson Foods. While I come out pretty strangely on this one. While Tyson's been trading sideways for years, it's held up much better than Hormel. Well, Tyson has been dealing with the same general problems. Elevated pressure from elevated costs with only so much ability to pass on this cost to customers. These are tough businesses, but they manage the situation much better than Hormel. Tyson's been able to steadily grow its earnings for years since the big reset in 2022. Plus earlier this month, Tyson reported strong quarter. While the company had a revenue miss, it also earned a $15 per share. Wall street was only looking for 84 cents. On top of that, Tyson gave strong guidance for the year ahead, which is why? The stock jumped 5% over the next two days. It's kept climbing from there. What else has changed here? Ten days ago, President Trump rolled back the so called reciprocal tariffs on a number of food items, including beef. Is that a good or bad thing for Tyson? Tough to say. Looking at the performance of the company's beef division in fiscal 2025, with the tariffs in place for much of that year, we saw sales up over 5%, driven entirely by a 9% increase in price. On the other hand, the beef segment lost much more money last year than it did the year before. So it's not clear that the beef tariffs helped Tyson, which is why I'm not worried that they're going to go away. Honestly, I like Tyson here. The stock's still very reasonably priced at just under 15 times next year's earnings estimates. Hey, it's got a solid 3.6% dividend yield. More importantly, this company has a simple, much better operator than Hormel. So here's the bottom line. If this holiday week has you thinking about how to invest in the turkey business, there aren't a lot of great options. Hormel Foods and Tyson Foods are probably the only publicly traded companies with meaningful turkey exposure. But Hormel's been a disaster. We got to wait on that one. Tyson, though. You know what? You got my best you to buy it right now. Hey, why don't we go to Amy in Pennsylvania, where I'm about to be headed soon?

[Commercial Announcer]

Amy.

[Jim Cramer]

Hey, Jim, how you doing? Booyah. Booyah, Amy. What's happening? Oh, not too much Thanksgiving week, you know. I love it. So I have a question for you about Kraft, Heinz. We don't own any of it. Now we are wondering whether we should buy into it or just let it go because it's kind of been a weird one. You're gonna have to let that one go. The fact is that Kraft, Heinz, they're bad brands. And you know what? There are such a thing as bad brand. In the old days, there weren't. There was always something that would sell. New consumer just isn't buying Kraft, Heinz. So I don't think you should either. Have good Thanksgiving. Hey, why don't we go to David in Sweden? Home, Alabama. David. Booyah. Jimmy Till. How you doing? I'm doing well. How about you, partner? All is well. Happy Thanksgiving to you, Jimmy. Oh, same, same. Absolutely. So, Jimmy, I have this stock and I want to know whether I buy more, hold, or sell. It's been creeping upward here lately. And the ticker cement is e a T E. Oh, you know what? I mentioned Brinker just this very morning when I was on Squawk on the street and now the Stock is up 9. It's been up so many points in the last few days that I will tell you, David, it's too risky and I think it's the world of it. But I'm not gonna have you come in here and then say, Jim, why didn't you tell me the stock was straight up? So we're going to pass on that one right now. As much as I like it, if you're looking to gobble up some turkey stocks, you got my blessing to dig into Tyson right here. I wait a bit to buy Hormeldo much more. My money at Agilent was a Covid era winner. But pulling back from those highs, does the company have the pipeline to return to its former glory? I got the CEO. Then it's time to stop the hyper fixation with tech. I'm sharing how you can build a diversified portfolio filled with growth because it's possible to find growth outside of tech, of course. All your calls, Rapid fire. Tonight's interesting lighting round, so stay with. Last Stop. We got a very good quarter from letter A. Agilent Technology, one of the key arms dealers in the life sciences industry. Copy port at a modest top and bottom line view. Organic revenue up very strong, 7.2%. Wall street was only looking for 5.3%. Max gave us a robust revenue guidance for 2026, although the earnings guidance was a bit light. But we have to examine that. It wasn't enough to derail the stock. It rallied $3.60 or a little over 2% today at $157. Get this, Adam. Still down a little more than 20 bucks from its Covid year peak. But it sure feels like this company's finally gotten its groove back lower the rest of the life sciences industry. So can these guys keep winning? Let's take a deeper look with Porig McDonnell. He's the President CEO of Adrian. To learn more about the quarter and what the companies got next. Bishop. Don, welcome back to Mad Money.

[Porig McDonnell]

Thanks, Jim. Great to be back.

[Jim Cramer]

Okay, support. I've been thinking philosophically a little bit about your company. I was worried about the government cutting back, US government cutting back on R and D. I was worried about a government shutdown. But frankly, what else is going on between reshoring and the ability to merge in order to be able to become a more effective company? It seems like this is a great time to be Agilent in the United States.

[Porig McDonnell]

Yeah, we had a great quarter and it was driven by, by most of our markets. You know, we had, we have a lot going on. Agilent, we have a unified commercial organization that's really delivering. We have a big transformation and strong innovation. Jim, which is, which is key. Under reshoring benefit we put out a number which I think is very important of the overall 350 or 400 billion that's been reshored short. We think our overall addressable market is about 1 billion on that one. So we're very well positioned to capture a fair share as that, as that comes on board in 27 now.

[Jim Cramer]

I think a lot of people felt initially the reshoring was something that was chimerical, not really anything that's going on. Could you tell us how big this can really be?

[Porig McDonnell]

Yes, we think it's a $1 billion service addressable market. You know, and you think about a lab and how it's been set up where talking to those customers now they want a lab set up, they want to design early on. That's where agit can really help. And they need productive labs. So having the equipment is one thing, but making those labs productive in the US are going to be critical. And that's right in our sweet spot with our workflows and our enterprise service capabilities. We're actually using AI to help customers to get more out of their equipment.

[Jim Cramer]

It seems like what you're designing with, with AI at a level that most companies are would only dream of. Obviously someone's pretty facile at your company with AI.

[Porig McDonnell]

Yeah, we're very focused on AI. We're not doing it in a thousand different areas, but in key focus areas, but in particular for customers. We want to have AI capability in our systems over time, but most importantly we now have a capability where we can see how a lab is being used and use AI to see when our system is going to go down long before to go down and how do you make those assets more productive. And that is really resonating with our customers. Customers.

[Jim Cramer]

Now, when I go back to this acquisition, Bio Vector, it brings with you a GOP Dash 1 opportunity. Now, I don't want to overestimate if you tell me not to, but it did seem like, you know, $100 million business is pretty good line of business.

[Porig McDonnell]

Yes, it's well over, well over 100 billion, but it was, you're really critical in the GLP supply chain. And if you think about the trajectory of glp, there's kind of dual tailwinds, there's High peptide based injectable testing volumes but also small molecule orals that are coming on and these companies need of course R and D scale up and gmp. GMP on the analytical side. But Bio Vector is critical within those modalities. So we're really servicing customers on the analytical side for testing and then into precursors for development with that, with that company.

[Jim Cramer]

Are there things going on in testing right now that we haven't really heard of yet? I'm not asking to violate any conferences, but it just seems like that it seems to work for a lot of different indications.

[Porig McDonnell]

Yeah, so I mean a lot of different indications. If you look at our testing, we serve a lot of Fast Growing Therapeutics, ADCs, oligos, GLP ones. So our systems are really kind of used in testings in various areas we talked the last time about. PFAS is a critical part of our business as well. And these precursors in GLP1 is going to be. It's under. This business is going to continue to grow for us. As you know, the obesity levels are for these drugs are really small and it's only going to grow. So we have a lot of opportunity ahead.

[Jim Cramer]

We haven't gotten our arms yet around all the forever chemicals. I thought that everything was known about these. Yes.

[Porig McDonnell]

So we continue to speed a market leader in PFAS and we remain confident of mid teens growth going forward. And in the quarter in the year we grew over 20% in in PFAS and that came from chemical food markets. Environmental of course continues as an underlying market. But what we're seeing is broad based strength across the globe. And one of the areas we're very excited about is air testing which is becoming more prominent. And we have a real sweet spot where a gas chromatography and mass spectrometry for air testing and we expect to see a strong growth rate from that.

[Jim Cramer]

Now is air testing done in China or all over the world?

[Porig McDonnell]

Yeah, it depends. Right. So it depends on where the regulation starts. So we're starting to see that in Europe currently at the moment and that we expect that to span to most regions.

[Jim Cramer]

Well, you know, I know that China is down for most of the coming. Look, I speak to Dana all the time. It's been tough and Thermo Fisher's been tough. Are we about to get to a point where we're annualizing annualizing some weaker numbers and it won't just be something that we have to hear about with a negative number every single time? Time?

[Porig McDonnell]

Yeah, well China was flat this year and we're guiding conservatively for 26. But our commitment hasn't changed. We have local innovation, we have local manufacturing and supply chain resilience. You know there has been a lot of talk about stimulus orders. We did quite well in stimulus in 25 next year. We're waiting to see how that plays out but it's a standard run rate business for us, about 300 million a quarter. And I think what's really important is that the pace of innovation and life science appliances and applied markets supports the demand for instruments and solutions especially in the space of biopharma semiconductor. So we think there's a long road ahead in China.

[Jim Cramer]

Is there any sense that I'm trying to get our arms around our FDA and whether is it harder to get something through or or more difficult? Because I get the sense though a lot of people quit at the fda. It seemed like it was in turmoil but it hasn't hurt your business.

[Porig McDonnell]

No, it hasn't. You see a lot of therapeutics being approved. We see that happening all the time. We see it on the analytical side. We see it through our R and D business where we're helping these drugs being quantified and new therapeutics being brought out and we see a steady release of drugs through it. So from our side we see, we see that it's going pretty well.

[Jim Cramer]

Well I got to tell I really love your past T shirt business. It's fantastic enough. Not one thing can bring it down. A lot of good things that are happening. I want to think thank Porg McDonnell who's the President CEO of Agilent which is letter A. It's easily remember that money's back after the break. Coming up Kramer takes your calls and the sky's the limit. It's a fast fire lightning round next. Listen up folks the clock is ticking and I'm serious. Serious if you want to learn how to manage your money like a pro you need to be in the CBC investing club. The special offer to join my team and see exactly how we trade ends any minute. Open your phone, scan the code or go to cnbc.comkramer club before it's too late. I'm saving a seat for you. And now it is time. It's time for the life Mount Cook Ted above it five stock once it's done step PR and then the lightning round is over. Are you ready? SK down for the light round case start with Luke and Maryland Luke. Yeah Kramer aur just hit a 52 week low but their driver at the service tech call Freight at 75 cents a mile. That's way cheaper than a buck. We pay for human because it's your spirit and nature and the fact the stock is down that much and is kind of like a dice roll at $4. I will actually bless it. I will bless it if I see you on the street. Remember I bless it if it goes to two bucks. Not so good. Let's go to Jeremy in Washington. Jeremy. Hi Jim, how are you? I'm doing well. How about you Jeremy? Doing good. Hey, I'm a new listener. I just started watching your show last month. Okay, that's good. I like that. Yeah. So considering Cloudflare for a new position with the stock near highs, should I wait for a better entry point? No, no, it's actually. You've had a better entry point. The stock is down after that. Curious free brain freeze. And I think that this stock is a buy right now. Matthew Prince, he delivers. He delivers. Don't you look at me. I want to go to Bob in Wisconsin. Bob. Hey Jim. I'd like to wish you a happy Thanksgiving from Northern Wisconsin. Thank you man. Cnbc. CNBC did a great discussion on the power generation needs for all the AI data centers. Absolutely. One of the smaller. What's that? Yeah, absolutely. One of the smaller companies that I own is iesc. I gotta tell you, there is a stock I want to own. Jeffrey Gendel is the CEO. He is one of the best in the business. I really like him as a person too. I think that stock's a buy and you are so smart to bring it to our viewers. I really appreciate it. Let's go to Tyler in Arizona. Tyler. Hey Jim, thanks for taking my call. I'm a big fan of Lightning Round and also really enjoyed reading your new book too. Oh, thank you man. Appreciate it. Yeah. Hey, I wanted to ask you.

[Commercial Announcer]

Huh.

[Jim Cramer]

It's had some good sales last year. Yeah, I check them by the middle. I check them there. So I had nothing else to do. Yeah, it's been a great book to read so far. Hey, so I wanted to ask you about a company whose stock has steep sell off from its highs earlier in the year. It's currently trading near its 52 week low. What are your thoughts currently on Salesforce? Okay. I think that the disaster is now priced in whatever disaster there might be. And I'm not going to abandon Salesforce down here. At 2:30. The haters will be haters, but I think it's fine. And that ladies and gentlemen is the conclusion of the Lightning Round. The Lightning Round is sponsored by Charles Schwab Coming up, too much tech talk. Kramer's laying out some specific non tech sectors that could see big growth in the future and giving you tips on how to position for the long term. Next. The AI horse race consumes us. We know that there's a lot on the line for Nvidia AMD every day. But how about if your portfolio is diversified? What if you're in a five stock portfolio plus an S&P 500 index fund with those five stocks being diversified and deceptive brick growth silos as I suggest in how to make money in any market, the answer? You'd feel the AI horse race in one of your stocks for certain, but not all of them. It's a bit of a tart board out there in tech. Anything in tech could be hit, which is why it diversify your holdings across five different sectors. Meaning only one tech. What to do with the rest? Okay, the other four stocks Unique growth. And growth can be found in healthcare, in aerospace, restaurants, retailers. Unique. Name it. Why these kinds of stocks? Because growth stocks do well in any environment and they're turbocharged when interest rates go lower. Given that the Fed is now expected to continue cutting rates at its December meeting based on a soft set of economic numbers we got this morning, it's going to be a good time for growth. At this set of numbers that I saw this morning, I think we're pretty darn close to the scenario where Fed chief Jay Powell has no choice but to recommend a rate cut. In other words, won't even be an issue. So let's use today's action to see how you could skate past the worries of this morning moment. Like many of you, my Chapel trust owns a video I can wallow in video Woe is me. The pain, the horror. Or I could say that's fine. I also only need a lot of Lily too, so I can handle that pain. Lily may have the greatest drug franchise of all time with this GLP1 weight loss and diabetes medication might also be great treatment for hypertension, even alcoholism. You could own J and J and Merck with their incredible franchises. You know what? I'm actually particularly fond of JJ Right now they're spinning off their commoditized artificial choice business. And this retail will be like TJX and Costco for the Travel Trust. Those are two growth retailers with excellent numbers. TJX is at its high as tremendous momentum. Costco is not far from its low, amazingly. And while it's never cheap, I think this terrific moment to buy it. Wal Mart still looks good after that great quarter last week. I like Dick's Sporting Goods. After they cut margins remove all the rest of that bad inventory from Foot Locker which they bought earlier in the year. I hope you enjoyed Best Buy as much as I did. That one suddenly pretty interesting. Interesting restaurants intrigued me now that we're seeing commodity prices getting hit. Particularly partial engine that's been willing to sacrifice margins to keep customers coming. You know what that means? Means Breaker Symbol E, parent of Chili's Investing Club Holding Texas Roadhouse. Wow. The latter is more leverage to stake than any other chain and its sales have held up because its refusal to take price hikes less it alienate its core customer. So now that stake prices are coming down because the President is cut the tariffs on Brazilian beef, Texas Roadhouse should see its gross margins explode. And I don't care that it's up about 10 straight points now. There are a lot of sorts of all sorts of growth areas out there that are working, putting travel and leisure, life sciences or aerospace. There are plenty of opportunities. You heard Agilent earlier. So stop wallowing in just tech, pick four stocks that aren't tech and have a very good day. I'd like to say there's always more markets on my promise I find Just for you right here Money. I'm Jim Crow Kramer. See you tomorrow.

[Guest/CEO]

All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and do not reflect the opinions of CNBC, NBCUniversal or their parent company or affiliates, and may have been previously disseminated by Kramer on television, radio, Internet, or another medium. You should not treat any opinion expressed by Jim Cramer as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Kramer's opinions are based upon information he considers reliable, but neither CNBC nor its affiliates and or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. To view the full Mad Money disclaimer, please visit cnbc.com mad moneydisclaimer your commute.

[Jim Cramer]

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