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.

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]

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]

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]

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.

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]

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]

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]

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

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 |

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.”

Mad Money w/ Jim Cramer – November 25, 2025

Overview

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]

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]

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]

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.

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]

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]

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]

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

Summary Table of Stock Opinions

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Mad Money w/ Jim Cramer 11/25/25

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Summary

Mad Money w/ Jim Cramer – November 25, 2025

Overview

Main Discussion: Trust, Fear, and the MAG7

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

Notable Quote

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

Retail Spotlight: Best Buy Interview with CEO Corie Barry

Key Points

Notable Quotes

Holiday Table, Holiday Stocks: Turkey Producers & Food Sector

Key Points

Growth Outside of Tech: Portfolio Strategy

Notable Quote

Life Sciences: Agilent CEO Interview

Highlights

Memorable Moments & Sharp Comments

Key Timestamps

Summary

Mad Money w/ Jim Cramer – November 25, 2025

Overview

Main Discussion: Trust, Fear, and the MAG7

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

Notable Quote

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

Retail Spotlight: Best Buy Interview with CEO Corie Barry

Key Points

Notable Quotes

Holiday Table, Holiday Stocks: Turkey Producers & Food Sector

Key Points

Growth Outside of Tech: Portfolio Strategy

Notable Quote

Life Sciences: Agilent CEO Interview

Highlights

Memorable Moments & Sharp Comments

Key Timestamps