Mad Money w/ Jim Cramer 2/26/25

Summary

Mad Money w/ Jim Cramer – Episode Summary (February 26, 2025)

Release Date: February 27, 2025

Introduction

In this episode of "Mad Money," Jim Cramer dives deep into the current market dynamics, explores the impact of presidential trade policies, and interviews key industry leaders to provide investors with actionable insights. The episode seamlessly blends market analysis, expert interviews, and interactive segments with callers, offering a comprehensive overview for both seasoned investors and newcomers.

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1. Market Overview and Economic Commentary

Jim Cramer opens the show by addressing the volatile market conditions influenced by President Trump's discussions on tariffs. He highlights the dramatic swings in the stock market, attributing recent downturns to the uncertainty surrounding trade policies.

• Tariffs and Market Uncertainty:
  Cramer discusses how the President's focus on tariffs is creating instability in the markets. He notes, "Tariff talk is so pervasive, so overwhelming, so in your face, that we even stopped discussing what dominated our discourse for years, which was the bond market" ([00:29]).

• Impact on Major Stocks:
  He analyzes the mixed performance of major indices, mentioning Nvidia's impressive earnings contrasted with Apple's stock decline due to tariff concerns. Cramer remarks, "Apple gets a substantial number of its parts from Taiwan. It manufactures a huge amount of products from cell phones in China... It gets hurt by tariffs" ([05:50]).

• Bond Market Dynamics:
  Cramer observes, "Long term interest rates have plummeted. The ten-year treasury... is now slouching toward 4%, finishing at 4.25% today. That's insane" ([06:10]).

Notable Quote:
"My mission is simple, to make you money. I'm here to level the playing field for all investors." ([01:22])

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2. Interview with Mark Benioff – CEO of Salesforce

Jim Cramer welcomes Mark Benioff, CEO of Salesforce, to discuss the company's stellar performance and innovative initiatives.

• Salesforce's Best Quarter Ever:
  Benioff shares, "This was the best quarter we have ever had. This is our first $10 billion quarter. Incredible" ([14:21]).

• Agent Force and AI Integration:
  The conversation delves into Salesforce's Agent Force, an AI-driven layer designed to enhance customer interactions. Benioff explains, "We're not just providing them software to help them manage their data... We're creating new digital agents and digital workers" ([17:00]).

• Competitive Edge Over Microsoft:
  Benioff contrasts Salesforce's Agent Force with Microsoft's Copilot, stating, "Copilot's been a huge disappointment for customers... We're advancing digital labor in a way Microsoft hasn't" ([22:24]).

• Strategic Leadership Changes:
  Benioff introduces the new CFO, Robin Washington, highlighting her impressive background and role in driving Salesforce's financial strategy ([23:21]).

Notable Quotes:

• "Agent Force is a revolution." ([18:14])
• "We're moving from being a provider of software... to being a provider of digital labor." ([21:00])

Conclusion of the Interview:
Cramer acknowledges Salesforce's growth and strategic direction, affirming his confidence in the company's trajectory. "I agree with you. But then again, I own it for my travel trust forever" ([25:14]).

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3. Interview with Rick Smith – CEO of Axon Enterprise

Axon Enterprise, formerly known as Taser International, takes center stage as Rick Smith discusses the company's mission and innovative products.

• Mission to Reduce Gun Violence:
  Smith states, "We are on a mission to make the bullet obsolete and specifically cut gun deaths in policing by 50% over the next 10 years" ([28:01]).

• AI Integration in Policing:
  The integration of AI with Axon's body cameras revolutionizes law enforcement by automating report writing and enhancing investigative processes. Smith elaborates, "We take the body camera video and we feed it into AI and it takes the transcript and it does the first draft of the police report" ([29:55]).

• International Expansion:
  Axon is expanding globally, with a focus on tranquil countries dealing with rising crime. Smith remarks, "We're getting a lot of international. Keep your eye on the Nordic countries" ([31:08]).

• Product Demand and Innovation:
  Despite high demand, Axon faces challenges in scaling production. Smith shares, "We have not been able to make it fast enough yet... We're still working on" ([32:06]).

Notable Quotes:

• "The cameras... protect you from all the nasty, terrible things people might accuse you of having done." ([29:37])
• "AI services we launch this year are selling five times faster than any product in our history." ([32:26])

Conclusion of the Interview:
Cramer praises Axon's transformation and growth, stating, "As a service company, you're far bigger than that. Congratulations to you, Rick Smith" ([32:59]).

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4. Interview with Lindsey Drucker – CFO of Oddity Tech

Lindsey Drucker discusses Oddity Tech's robust performance in the struggling cosmetics industry and its innovative approach.

• Thriving in a Challenged Industry:
  Drucker explains, "We believe that incumbents are behind the curve. They've not [caught] up where the consumer is" ([34:17]).

• Online Sales Dominance:
  Oddity Tech leverages technology to enhance the online shopping experience, replacing in-store interactions with AI-driven models. Drucker states, "We are able to replace and improve upon the experience you would have in a store" ([37:08]).

• Biotech Initiatives:
  The company has ventured into biotech to develop advanced beauty ingredients using AI. Drucker shares, "We have an elite group of scientists... using artificial intelligence for molecule discovery" ([35:59]).

• Financial Strategy and Share Buybacks:
  Oddity Tech has actively bought back shares to provide shareholder value. Drucker notes, "We bought back over 10% of our float last year... $150 million of share buybacks across 2024" ([37:38]).

Notable Quotes:

• "We believe that... it's the shift online that is going to be the biggest market in the entire channel." ([34:17])
• "Our business was built around... track everything, we monitor every single thing." ([38:04])

Conclusion of the Interview:
Cramer commends Oddity Tech's strategy and financial health, reinforcing his optimism about the company's future. "What you've done for shareholders. That's Lindsey Drucker, man" ([39:05]).

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5. Lightning Round: Quick Stock Calls

In the “Lightning Round,” Cramer interacts with multiple callers seeking advice on various stocks. Key discussions include:

• Martin Marietta Materials:
  Cramer advises caution, suggesting to "wait to see the quarter" before making investment decisions ([40:16]).

• Serve Robotics:
  Described as a high-risk stock, Cramer "greenlights" it for younger investors willing to take on risk ([40:45]).

• Badger Meter vs. Agilent:
  Cramer recommends holding onto Badger Meter but prefers Agilent as a steadier investment ([41:12]).

• Arista Networks:
  Cramer acknowledges mixed sentiments but remains neutral, noting competition’s impact ([42:32]).

Notable Interactions:

• Jeff from New York seeks advice on stocks benefiting from winter-related repairs.
• Christian from Texas inquires about Serve Robotics, receiving a cautious endorsement.
• Terry from Michigan discusses Arista Networks amidst industry challenges ([39:20]-[42:53]).

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6. Short Selling Commentary

Cramer delves into the resurgence of short selling, analyzing its effects on various stocks and the broader market.

• Short Sellers Resurge:
  He explains that after a hiatus marked by high-profile short squeezes (e.g., GameStop), short sellers are returning aggressively. "After four year hiatus, the short sellers are back on the scene" ([43:29]).

• Impact on Stocks:
  Cramer highlights how short selling has led to dramatic drops and subsequent rebounds in stocks like Applovin, Exxon Enterprise, and Workday. He emphasizes the volatility introduced by shorts planting narratives and influencing stock movements ([44:03]-[47:46]).

• Risks of Short Selling:
  He warns about the inherent dangers for hedge funds, noting that shorting can lead to losses exceeding 100% of the investment ([44:03]).

Notable Quote:
"The trickier ones are bouncing hard here. These reflect short sellers either locking in their gains or throwing in the towel and covering their failed positions." ([46:00])

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Conclusion

Jim Cramer wraps up the episode by reinforcing the importance of diversification amidst unpredictable market forces. He encourages listeners to stay informed and adaptable in their investment strategies.

Final Remark:
"There's always more market summer and I promise I'd find it just for you right here on Mad Money." ([47:46])

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Key Takeaways

• Trade Policy Uncertainty: Presidential focus on tariffs is a significant driver of market volatility.

• Innovative Leaders: Companies like Salesforce and Axon Enterprise are leveraging AI to revolutionize their industries, presenting potential growth opportunities.

• Strategic Financial Management: Oddity Tech exemplifies resilience in a challenged sector through technology-driven strategies and shareholder-friendly financial practices.

• Market Dynamics: The resurgence of short selling introduces new layers of complexity and risk to the market landscape.

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This episode of "Mad Money" provides a nuanced look at the interplay between government policies, innovative corporate strategies, and market behaviors, equipping investors with the knowledge to navigate the complexities of Wall Street.

Transcript

[Jim Cramer]

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[Homes.com]

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[Jim Cramer]

My mission is simple, to make you money. I'm here to level the playing field for all investors. Always a bull market somewhere. And I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramerica. Other people, my friends, I'm just trying to make a little money. My job is not just to entertain, but to educate and teach you. So call me 1-800-743- CNBC. Tweet me. Jim Kramer. Sometimes you have to know when the narrative has shifted, when we have a whole new set of priorities. Right now we'd like to think that in videos, earnings report is all that matters. And that's true for tech, certainly. After the bell, Nvidia delivered just a terrific set of numbers. But we must admit to a new pattern that can even transcend the likes of Nvidia. As we saw today when the market soared in the morning, full head of steam for virtually every stock until the market crashed into a brick retaining wall. Averages reversing hard. Dow finishing down 188 points. SB rising 0.1%. Nasdaq advancing point to 6%. It was up so much more than that. The brick wall. The President of the United States. Yep, we were flying high. Midway through the high bank oval When President Trump started talking in a televised cabinet meeting. And it didn't take long for him to be to talk about his obsession tariffs. President knows that many countries run trade surpluses with us, and he's determined to change that. So we are beginning to understand that when there's a camera, there's a tariff discussion, and it's beginning to wear investors down. You doubt me? All right, look at this, look at this. The market's coming around the first turn. All right, here we go. It's flying. And then boom. Okay, boom. 12 o'clock meeting starts. Just goes down and down and down and down until about 2pm why? Because then kind of the coast is clear and the President might not talk again. But it doesn't save the day, does it? So a beautiful day. And then right here, we get right into where we're about to have that discussion. Boom. We have a discussion. Bang. Now we get a great set of numbers from video tonight, and then we all have to wonder what they matter tomorrow. Will they matter if the President ruminates on Taiwan tariffs or China tariffs? 2550. Who knows if it'll matter? Now, speaking as a citizen, I have no problem with these tariffs, if only to protect against unfair trade practices. But as someone who cares about the stock market, I can tell you that we're entering a new, more mercurial world where we have to start worrying about the President's public appearances because we don't know which country, which kind of which ally he is going to attack next. Maybe in this sense, the Russians are lucky. In 2021, they ran a $23.3 billion trade surplus with us. That's way down, thanks to the sanctions we hit them with after they invaded Ukraine. No matter. This market decided that as much as it matters, if there's good news like in video, what matters more is that we have very little certainty on trade policy, aside from the fact that that the President loves tariffs as much as he loves making headlines. Now, I don't want to obscure the company with a stock that I always say own, don't trade. Nvidia after the close, it was a very good quarter. Everyone thought this would be the most eventful quarter of earnings season, but it was a non event. Why? Because it was terrific. And Jason Wang gives us terrific numbers. He's about as steady as the President is mercurial. The company put up solidly better than expected sales and earnings with strong guidance for the quarter, driven by the strength of their new high end chips, Blackwell chips. Fantastic. Bravo. While we still have to Worry about tariffs and export restrictions. I have to tell you, the numbers are excellent. But let's talk about another situation so that Apple. Okay, Apple's America's greatest company. The other day, CEO Tim Cook committed to spending $500 billion in the United States over the next four years. Cities are telling you that that's not a real narrative, but that's wrong. They say it was planned ahead of time. That's wrong. I say, who cares? The commitment is terrific. Hey, a lot of that could have gone to India. But Apple, could they. Did they get any sort of immunity? Of course not. They could be hurt by tariffs tomorrow. Seems wrong to me. Maybe that's why Apple stock got hammered today. It ended up down $6.68, or 2.7%. When I searched for any reason, any reason, all I could come up with was one explanation. Tariffs. Sure, Apple's an American company. It's going to make a lot of things here. But it gets a substantial number of its parts from Taiwan. It manufactures a huge amount of products from cell phones in China. Because of the President's somewhat arbitrary nature, it's very hard to own Apple here now because you do not know if the President is going to attach tariffs to Taiwan, slot more tariffs in the People's Republic of China. Is there any assurances you won't? What will that do to Apple's gross margins? Can afford margin deterioration when Stock trades at 33 times earnings. That's why the stock went down. These are the musings of someone who actually likes the stock very much, who says own it, don't trade it, and thinks the company sensational. I just cringe now when the President talks about this stuff again. Not because I'm against tariffs. I'm in favor of tariffs. I like targeted tariffs. For example, it's outrageous that China exports steel to Mexico in order to invade our tariffs and then ships the steel here. Got to try to close that back door. But what do we do with the cars when we make in the United States to go back and forth over Mexico border when we make them? We don't know. And that's a big reason why General Motors trades at less than five times earnings. Just extraordinary cheap. It's a big reason why CEO Mary Barra announced a $6 billion buyback today. The stock, which is down 9% for the year, had a quick bounce, but it gave up a big chunk of it. Tariffs. We never know when we're going to hear about tariffs next. But we do know they're coming. And we know that no Stock is immune. Tariff talk is so pervasive, so overwhelming, so in your face, that we even stopped discussing what dominated our discourse for years, which was the bond market. Long term interest rates have plummeted. The ten year treasury, which not that long ago seemed to be headed toward 5%, is now slouching toward 4%, finishing at 4.25% today. That's insane. Especially when you remember that we have kept, I keep having gigantic bond auctions. What happened to all those 5 percenters anyway? Good. Probably go to Palm beach, avoid taxes. A couple of months ago, if we got this kind of action, the bond market stocks would have exploded higher, probably making new all time high after all time high. After all time high. Nvidia would be up 25 points. Today, the bulls will be running free, trampling any bear in sight. But now nobody cares because rates are coming down for the wrong reason. That's right, it's because of tariffs. Because of worries that Trump's trade policy will do real damage to our economy. A huge amount of money is flowing to the 10 year because the 10 year may be the one piece of paper in this entire country that doesn't go down when the President speaks. In fact, the President has become the bond market's best friend. I don't want to be a heretic in a market that sky go for in video, but I think bonds represent safety in a world where the President, not inflation, has become the chief impediment to higher stock prices. Too many companies can be tariffed and they very well might be. There's just way too much fear. Look, I've never bought into the dogma of free trade. I am not a globalist. But let's face it, Spain's a better market of 15%. France up 10%. Germany so trouble 14%. China roughly flat this year, but it's made a big recovery, up 8% from its January lows. While I expect all these markets will eventually experience the wrath of President Trump, they don't suffer from an almost daily barrage of tariff talk. Or let me put it another way and another time. This market could have handled poor results from video and still going higher pretty much just because of the treasury yields, because that's a sign that we got inflation under control. But the bottom line here, it's not happening. The market's not happy, it's not going higher because we know the President could come out any minute and rock this market with a new tariff. In pretty much any country where we have a trade deficit, and that is most of it, it's time to give the tariff talk a break, if only to celebrate in videos. Stupendous quarter. Apple's tremendous commitment to this country and all the great things that United States companies do for all of us there. Ian in Florida. Ian hey, boo. Jim, how you doing? I am doing okay. How about you? Ian? Doing excellent. Thank you. Jim, third time caller and investment club member. Excellent, thank you. Thank you very much.

[Ian]

Jim I wanted to ask you, I.

[Jim Cramer]

Wanted to get into cybersecurity. I've been looking to enter for a.

[Ian]

While is Palo Alto Networks. What do you think about this levels right now?

[Jim Cramer]

Really interesting question. Castro put up a really good quarter. The headlines were out immediately. Before they even could read the release, sellers came in. Had they read the release, they would have realized it is fine. I like Palo Alto very much. It's a great way to get involved in cybersecurity. Ian, good work and thank you. For a member of the club, Robert New York.

[Ian]

ROBERT Jim, Jim, how are you doing tonight? Everything's great. I got to tell you, I want to say one thing before I get started, Jim, that you have, you have basically saved all of us money. Do you know why? Because you use a word that's so important for the Wall street listeners and the people, the common man, diversification.

[Jim Cramer]

And it is important.

[Ian]

It's so crucial. But I just want to remember, I just want everybody to remember that word diversification.

[Jim Cramer]

And you know, because if you had all, you know, if you had all, let's say the foods and drugs, you thought you're doing great, you just got obliterated. This year we could have a big if the president slaps tariffs on Taiwan and China that are really big, you obliterate in tech. So I agree with you and I thank you very much for that. How can I help you now?

[Ian]

I thank you. Okay, this next company is taking a page out of Amazon's Playbook. It's easy to set up and integrate this company and it provides services for both digital and physical platforms. It was built with digital in mind and it's trying to position itself as the golden destination for Omni Channel retailers. And this is where retail is headed. At one time, this was a very big high flyer and I think that it still can go higher. Jim and I need your guidance.

[Jim Cramer]

Shopify Shop they are but you tell you you everything you said about it is totally true. It is absolutely the right thing. They are very easy to set up. They are the ones that every single entrepreneur that I know is on Shopify and I think you nailed it. I know that the last quarter people misinterpret it and they sent it down. Why don't you wait until they report it again? That same thing will happen and you'll be able to have a better opportunity buy it than you have right now. And thank you for those kind words. And yes, diversification is king right now. There's just too much uncertainty around the president. Tariff is he got to give us a break Mr. President. Just give us a break on maybe tonight. Salesforce is on the move after earnings. I've got the CEO to break down the numbers and the company's expanding partnerships. Then Axon flew higher today on last night's report despite its big pullback. Don't miss my exclusive. See if this stock has even more room to run. And later. Hey Oddity Tech, could that be a standout in the cosmetics space which we know is so weak? I'm going to talk to the CFO following a fourth quarter top and bottom line beat. So sorry I'm overheated about this. But I know what could happen. This market. I know how great it could be. Stay with Kramer.

[Domus]

Don't miss a second of Mad Money. Follow Im Kramer on X. Have a question. Tweet Kramer. Hashtag 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.

[Homes.com]

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[Jim Cramer]

The $150 billion pet industry is booming.

[Mark Benioff]

As people absolutely love their dogs.

[Domus]

If you're looking for a solid investment, Dogtopia is the name to know. With 300 locations across North America, it's.

[Mark Benioff]

The largest, leading and fastest growing pet.

[Domus]

Franchise offering a recurring revenue membership model. Dogtopia offers safe, open play, dog daycare, boarding and spa services.

[Rick Smith]

Want a recession resistant franchise?

[Jim Cramer]

Check out Dogtopia because every dog and.

[Rick Smith]

Dog parent deserve it.

[Jim Cramer]

Go to dogtopia.com to learn more.

[Domus]

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[Jim Cramer]

What the heck is happening with the stock of Salesforce tonight? When the cloud software came in, reported the stock was all over the map. People seemed genuinely confused. I say we have to try to clear it up. How concerned should we be? Let's take a close look with Mark Benioff. He's the co founder, chair and CEO of Salesforce. To find out. Mr. Benioff, welcome back to.

[Mark Benioff]

Jim, how are you? It's great to be with you.

[Jim Cramer]

I'm thrilled to see you. I see great things here. I see margins going up far more than I thought. I see the revenues just terrific. I also know you're a cautious person. No sense to be able to say, listen, given the currency, who knows we're necessarily going to be.

[Rick Smith]

But.

[Jim Cramer]

But I'm going to give you the floor to see if I see it correctly.

[Mark Benioff]

Oh yeah. Jim, this was the best quarter we have ever had. I mean, look at this fourth quarter result. This our first $10 billion quarter. Incredible. I mean, we had more than 400 deals over $1 million. But the real story in the quarter, Jim, is none of that. And yes, you could talk about foreign exchange, we lost a couple hundred million dollars there. But the reality, Jim, is Agent Force, this is just the beginning of an incredible new chapter for sales.

[Jim Cramer]

Is it possible that we see a lot of people still kicking the tires? Agent Force? Because I'm hoping for that avalanche of customers. But it is a hard thing to do, AI and you have to convince some people. Are the people being convinced?

[Mark Benioff]

No, Jim, it's already been an avalanche. We're taking our way out of that. I mean, Jim, we did 5,000 deals for Agent Force in the quarter, 3,000 of which were paid. And some of our largest and most important customers are already deploying Agent Force. I've never seen anything go faster. It's really been incredible. And I think you've even been in touch with some of the CEOs of some of these companies like Lennar. I mean, this has got to be one of our nation's largest and most important homebuilders. And they've been a great Salesforce customer for eight years running their sales and service and marketing and everything great with Lennar. But Jim, now they're deploying Agent Force and the story is incredible. You know, they came to Dreamforce just like you did. They went back to Miami where their headquarters is. And then all of a sudden what they did Jim, was something really cool. They did a hackathon to figure out what should they be doing with Agent Force. And they found these incredible use cases like they could provide 24, seven, you know, customer support for all of their homeowners and they could sell them mortgages and they could do insurance. They had a huge list. And so you know, their two co CEOs Stuart and John got involved and put it together and prioritized and I think we're going to transform.

[Jim Cramer]

Well, let's totally I think the world of Stuart, I thought the world of his dad. I've known the company for 40 years and it's the one of the best run and I argue the toll could be given run for the money. But the other homebuilders, I'll be thinking what is Lenore's secret sauce? Because are they able to take people who would not be that important in the operation and pull them and make them more important?

[Mark Benioff]

Well, our goal is very simple, Jim, which is to make them a lot more profitable and to raise their revenues dramatically. And you'll have to talk to Stuart and John about the financials, but it is really cool. I'll tell you another great story in the quarter with Singapore Airlines. You know, one of my favorite airlines and great country of course, but a great way to get there is Singapore Air and they are deploying an agentic layer across the whole airline with aged force so they can deliver just 24, 7 world class Singapore air quality service and capability. And that was really awesome to see, you know, a customer in another country do a huge global deployment. This is going to be incredible. And we saw lots of other customers even deploy on the web and in Twitter and all these places without our knowledge. Companies like Equinox and remarkable as well deploying rapidly.

[Jim Cramer]

Let's talk about Dr. Albert Bourla, we both know him. Pfizer, one of the largest drug companies in the world. I google Pfizer with Viva and what comes up? Well, it turns out that Pfizer's reimagining the content supply chain at light speed at Viva. But I see that you're their provider.

[Mark Benioff]

Jim, this is amazing. We have our new life sciences cloud and I'm Talking to the CEOs of.

[Jim Cramer]

Every single side spider you have.

[Mark Benioff]

Yes, Pfizer signed. Oh, Jim, we have more than you know.

[Jim Cramer]

This is the fastest.

[Mark Benioff]

A great. Let's talk about Pfizer for just a second though. Albert is amazing, you know that. But the big exciting news here for them is a whole new way to do everything from direct to consumer interaction to clinical trials to this kind of agentic layer. It's integrated into our life sciences cloud, Jim. So our life sciences cloud, of course, is built on our Customer360 apps which are sales and service and marketing and commerce and our platform and Tableau and. And Slack and then our data cloud and then our agentic layer. Those are our three layers. Our apps, our data, our agents. And that is all one piece of software, Jim. That's amazing. And they just take that, we repackage it as a life sciences cloud and.

[Jim Cramer]

Yeah, you get a homeless margins. Great for Pfizer. Now if all these are the case, why didn't you say that your revenues could be $1 billion more during this fiscal year?

[Mark Benioff]

Well, Jim, we are now only the third software company ever to deliver in the 40 billions. That is.

[Jim Cramer]

There's a fellow by name of.

[Mark Benioff]

We were.

[Jim Cramer]

In terms of.

[Mark Benioff]

We're now at the 40 billion.

[Jim Cramer]

That's great. But there's someone up there even higher.

[Mark Benioff]

And the margin and cash flow also is awesome. We're going to deploy margins in the 30s.

[Jim Cramer]

I love that it was in the 20s before new CFO. These are all great. But I want to ask you something. There is a company called Microsoft and there's a fellow, I don't know him, Frank Shaw. He seems to not care for you. He is saying that you are a great marketer. He is saying that you are attacking Copilot. You're obsessed with Copilot. That's their product. I don't know what to say. He calls it a borderline obsession. Doesn't go and say it's a full obsession.

[Mark Benioff]

Oh, they've just got a really good case of agent force envy there at Microsoft, don't they, Jim? It's kind of amazing, you know, that's. This is what I was meant to.

[Jim Cramer]

Be, you know, waiting for more commercials. Same two commercials in heavy rotation. How about another 10 commercials, Jim?

[Mark Benioff]

I think there's two more coming and it's going to be very exciting. Everybody loves these commercials with Matthew McConaughey and Williams. Big customers come to you product.

[Jim Cramer]

More customers come to you and say, okay, what exactly are they doing here? I don't get it. It seems funny. It's like an open table, which we know because bookings told me that they loved you. But I'm trying to figure out what someone's doing when they see that ad.

[Mark Benioff]

This has been the biggest brand development vehicle we've ever seen for our company. You know, we've always done TV advertising and print advertising, but this is our most successful. I've never had so many people ask me about these ads. So it's worked perfectly for us. And look, the big story is the success of the product. Even us at Salesforce, you know, we put the agent layer, you might remember in a few months ago, We've already done 300,000 customer interactions with it. It's incredible. Dramatically lower our cost on customer support and service. Now we have the new one coming for sales. We're going to be able to grow your revenues as well. This is, this is a revolution. And here's the thing, Jim, for the last 25 or 26 years now, Salesforce, we've been have a total addressable market of several hundred billion dollars in enterprise software. But you saw Ark just said that this is a 3 to 11 trillion dollars opportunity in digital labor. That is the big high level story. We're moving from being a provider of software to help companies manage and share their information to being a provider of digital labor. So in each of the customers that we just talked about, in the example of Lennar, in Pfizer, in Singapore Air, in any of these companies, we're not just providing them software to help them manage their data and help them manage their, you know, workforce. We're creating new digital agents and digital workers who are going out and providing capabilities directly to their customers. That's a huge new.

[Jim Cramer]

Okay, so let's distinguish between what a Copilot could do for a Pfizer or Lenore and what, what Agent Force can do. Can you tell me what you think there are, the differences are.

[Mark Benioff]

Well, Jim, I think that is really the core issue. Look at Salesforce, go to help.salesforce.com Jim, and you're going to be able to use Agent Force or go to Remarkable or go to Equinox or go to one of our other customers. And you're seeing and using, if you go to Microsoft, can you use Copilot? Are they deploying it in their company on their customer support? No. And by the way, that's their customers example as well. Look, Copilot's been a huge disappointment for customers, you know that. But look at [e-mail] and if you can find it running, please, would you Send me a screenshot so I could see it because I've been looking for it for a couple of years and.

[Jim Cramer]

I can't see it so far not haven't seen it yet. I do want to ask about you. Yeah, I know I ask you about the executive changes because they're exciting. I will miss Amy who's sensational. But why don't you introduce in this call your new CFO who is someone I've known for many from afar, but it's spectacular.

[Mark Benioff]

Well, she's right here actually my office. I should try to get her to come over. And of course it's our really incredible longtime board member Robin Washington, who everyone knows was the great CFO of Gilead, one of the great CFOs at Hyperion, was one of the top financial executives at PeopleSoft, is not board member of Google. So many incredible things. She's well known through the whole industry and we did a really comprehensive search for our new CFO and CEO and we used Hydric and struggles. We look we had some great choices and at the end of the search Rob and I are talking and I said Robin, wouldn't you love to do this job and get back in the ring and come on, let's, let's go do some great things. And she's like, yes, I'm going to join you. So I couldn't be more excited. She's right actually. She planned to be happier. So I hope maybe. Well, she's a little bit shy. She's not going to. I don't think she's going to come right.

[Jim Cramer]

With the activist.

[Mark Benioff]

I couldn't be more excited.

[Jim Cramer]

Very much involved.

[Mark Benioff]

What's that?

[Jim Cramer]

She wasn't shy with the activists. She was very much involved in.

[Mark Benioff]

Oh yeah, you know, she was by my side, Jim. We talked about that. She was by my side and they love her and of course all of our investors love her. She's had such a great success with so many.

[Jim Cramer]

Well, tell her best of luck and Mark, congratulations. A great quarter. And I'm going to go hunt the I'm going to go hunt for a screenshot of copilot.

[Mark Benioff]

Jim, I think you really should. I think it would be. You could text me Jim, you know, I'd love to see it.

[Jim Cramer]

I don't sleep. I'm just going to.

[Mark Benioff]

But you know where to find it on help that salesforce.

[Jim Cramer]

No, you know, I play with it.

[Rick Smith]

And you know, when I see it.

[Mark Benioff]

On any of our other customers, I'm happy to show you agent Force in action helping them to lower their costs, make more money. I mean this is a digital labor revolution.

[Jim Cramer]

Jim.

[Mark Benioff]

It's impressive.

[Jim Cramer]

We talk Sachs again because that was such a great presentation. All right.

[Mark Benioff]

Another great story.

[Jim Cramer]

Fantastic. That's Mark Benioff, CEO of Salesforce. Look, I think, I think the revs.

[Mark Benioff]

The more it was our best quarter ever. We're so excited.

[Jim Cramer]

I agree with you. But then again, I own it for my travel trust forever and I'm not making any changes other than if it was where it was earlier, we would have bought some. Thank you, Mark. Great to see you.

[Mark Benioff]

Bye bye Jim. Great.

[Jim Cramer]

Back after the break.

[Domus]

Coming up, an interview in the interest of public safety and security. Domus Kramer's conversation with Axon next.

[Rick Smith]

Every.

[Jim Cramer]

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[Jim Cramer]

Look, we know what happened last week. These high flying momentum stocks collapsed. Exxon Enterprise did. This is one of the best there is coming. Formerly known as Taser International now is a big police body cam evidence management software business phenomenal growth. Yes, it was actually the new the strongest revenue guide in history. But last night Exxon reported the quarter that we've been looking for an excellent full year forecast. Stock rebounded like crazy today, up over 15%. That said, it's still down nicely from its highs. And if you believe the company can keep putting up great numbers, well then this might be still a good buying opportunity. Don't take it from me. Let's take an old friend of the show, Rick Smith, founder and CEO of Exxon Enterprise, get a better sense of the quarter of what's going on. Back to everybody.

[Rick Smith]

Hey, Jim, it's awesome to be back.

[Jim Cramer]

Oh, it's terrific to have you. Before we get into these, these stellar numbers, I want people to be familiar with you and the best way to do that is for you to tell us about your moonshot goal.

[Rick Smith]

Yeah. We are on a mission to make the bullet obsolete and specifically cut gun deaths in policing by 50% over the next 10 years. We do that with tasers, body cameras, cloud software, and now we've got an AI business that's on fire.

[Jim Cramer]

Tell us what the business is doing.

[Rick Smith]

Well, basically we have a million cops wearing body cameras. Those cameras are the eyes and ears of law enforcement. We can use AI to write their police report, to do real time language translation, to help investigators sort through, you know, hours and hours of video very quickly. So basically, if there's ever an application for you can use AI, it's on our data set that is the world's largest data set of audio and video of police.

[Jim Cramer]

I want to tell people there's a seven minute video on his website that is so extraordinary it's going to show you everything and you must, must, must watch it even if you don't want to buy the stock. One thing you say very upfront in the conference call, but also in all your documents, police love having the body cam. Tell us why they would like it because I think that probably some people say, wow, why would they ever want that on?

[Rick Smith]

Well, I'll tell you this. I had a police officer told me once he was accused of raping a subject in the back of his car. He had the body camera on the whole way back to the police precinct. Think about what that did. Think about the way that saved him from having to try to disprove what otherwise could have been un, you know, unprovable. Police officers get accused of all sorts of terrible things and look a very, very small percent of the time police, somebody does something terrible. But this camera, if you're doing the right thing, it protects you from all the nasty, terrible things people might accuse you of having done.

[Jim Cramer]

Rick, one of the things that we all know if we ever watch cop shows is that they hate coming back and having to type reports. They often talk about how, and I know in real life, because I talk to them, that too much of their life has just been typing up reports. But I saw something remarkable and I know that's AI that they kind of type themselves.

[Rick Smith]

Yep. We take the body camera video and we feed it into AI and it takes the transcript and it does the first draft of the police report. So look at this. A police officer on average spends half their day doing the job. They love being a cop. The other half of their day they're sitting down writing reports. We cut that in half. It's like for police officer it's game changing. They get to do the job they love and for a police department it's like a 50% increase in their manpower like that because they're out doing police work, not sitting right in reports.

[Jim Cramer]

You're taking the growth in cities incredible. And actually accelerate revenue growth. But some something that I think might help that you can explain to us that it does cut down these very long jury trials because if there's a photo, if there's film, what happens, you.

[Rick Smith]

Know what happened without it. You've got to do an investigation of he said, she said. Think about Ferguson, Missouri. Remember that famous shooting over a decade ago. There were two extremely different stories. If they'd had a body camera, that was the incident that put body cameras on the map. After that everybody wanted body cameras because nobody knew what the hell happened. And everybody had an opinion, but nobody had the facts. With a body camera, we know what happened.

[Jim Cramer]

Okay, so how prevalent, where are you now overseas? Because it seems like a natural to be. Emerging markets, Europe, everywhere.

[Rick Smith]

Yep, I'm in Madrid, I was in Norway this week, Ireland. So we're getting a lot of international. Keep your eye on the Nordic countries. They are doing fantastic work on taser weapons. I think they're going to play a key role. And when we talk about making the bullet obsolete, I think the Nordics are going to lead the way.

[Jim Cramer]

Why?

[Rick Smith]

Well, to be honest, they've got a history of being very tranquil countries. But now they're dealing with these massive immigration problems, are spiking crime, spiking violence, guns. But they're not gun cultures. Right. So even the police themselves are like, they're generally unarmed, but they need something. And so the taser for them is a great option. They don't want to have to go up to suddenly be carrying guns in their daily duty. And the new Taser 10 is a game changing option for them because it gives them something other than a, like a billy club and getting in a physical fight.

[Jim Cramer]

Well, I think some people were wondering about demand. Can you make that taser model fast enough?

[Rick Smith]

But we have not been able to make it fast enough yet that's a great problem to have. We're still working on. We're hoping capacity catches demand this year.

[Jim Cramer]

And just one last thing. When I look at this time, I couldn't believe it. You're now doing drones and the drones make so much sense. I can't believe that we never did it before. They are really catching a lot of criminals.

[Rick Smith]

Oh, for sure. Drones is the next big thing, but our current big thing is AI. The AI services we launch year are selling five times faster than any product in our history. And that's in dollars, not in hype. So five times faster dollar bookings in their first year than our previous fastest selling.

[Jim Cramer]

When I first.

[Rick Smith]

It's so exciting.

[Jim Cramer]

Well, Rick, when I first met you, you were a taser company now and you told me you would be a software. As a service company, you're far bigger than that. Congratulations to you, Rick Smith, the founder and CEO of Axon EXO and Enterprise. Boy, it's good to see you. Good to really is.

[Rick Smith]

It's awesome to see you, Jim. We'll see you in person next time.

[Jim Cramer]

Thank you. Let's do that, man. Bunny's back after the break.

[Domus]

Coming up, does the cosmetic space have a good foundation? Kramer's finding out with the CFO of Oddity Tech next.

[Jim Cramer]

Lately, the cosmetic space, it's been truly awful. We've heard real bad things Restee Lauder for ages. And more recently, even the operators like Elf Beauty have fallen apart. But even in this industry, there are pockets of strength. Last night we got results from Oddity Tech direct to consumer cosmetics play. And the numbers, they're phenomenal. We're talking 27% revenue growth and a 7 cent earnings beat off a 13 cent basis. Even better. Management said the momentum has continued in the new year, which is why they gave such strong guidance for both the current quarter and the full year. Well, actually pulled back slightly today. That's only because it rallied more than 5% yesterday going the quarter. And if it keeps putting up these numbers, I bet it's got a lot more upside. Let's take a closer look. Lindsey drucker, man, the CFO of Oddity Tech. To learn more, Ms. Man, welcome back to Ben Money.

[Lindsey Drucker]

Thank you so much. Thanks for having me.

[Jim Cramer]

Okay, so we got to ask you right up front. This is an industry that everyone tells me is challenge. I look at your numbers, they don't seem challenged at all. All what's going on?

[Lindsey Drucker]

So it's a great question. Is the question really A year and a half ago when we went public And I sat and met you for this first time on the show. I told you that we believed we operated in one of the most attractive and lucrative markets in the world and that it was our mandate to transform it with technology and entrepreneurial thinking and to build one of the biggest beauty companies on the planet. And that's exactly what we're doing. We believe that incumbents are behind the curve. They're not where the consumer is. Meanwhile, we've invested aggressively in technology. We focused our businesses in the areas that matter. That's namely the shift online. We think that's going to be the biggest market in the entire channel. It could double in penetration to about 50% is where we think it'll land. But also products that really work, products that solve their pain points.

[Jim Cramer]

Now, like IL Mathias, which is a gigantic product that is just gaining strength. How come that's such a success?

[Lindsey Drucker]

Makiage this year in 2024 crossed the $500 million mark in revenue. Makes it one of the single largest beauty brands in the country. Even though the business is all online and all other beauty brands effectively are distributed through retail channels, wholesale channels. It's simple. She wants to shop online. It's been impossible to do until you have real data, real technology. And we also focus not just on the tech, on making product that she really loves, that she comes back to again and again and again.

[Jim Cramer]

I would think that because of Oddity Labs we could have a multi year channel. I think these are great. And you say repeat sales are a great indicator and they're fabulous. But you've got a pipeline too, just like a drug company.

[Lindsey Drucker]

Absolutely. The Oddity Labs is an endeavor we took on in 2023. We acquired a biotech called Revella and on top of it, we stood up an actual biotech. Biotech?

[Jim Cramer]

Yes.

[Lindsey Drucker]

It's right in Kendall Square. We have an elite group of scientists, 60 scientists today building to 100. And their mandate is to take the best technology, pharma grade technology, including using artificial intelligence for molecule discovery. But instead of finding the next therapeutic and drug discovery, it's use that technology to make the best beauty ingredients, the best delivery mechanisms to create the best products that have ever existed.

[Jim Cramer]

We don't want to go full circle, come back, you have great technology. And you said, listen, besides technology, whatever, but why aren't the other guys copying you? I don't. I talk to all of them. They're not technology companies.

[Lindsey Drucker]

I think it's really, it's easy to talk about, hard to do. One of the bright spots, all of Them talked about on their earnings results was online is really working for them. But in order to figure out direct to consumer and not just sell through Amazon, you need real technology, you need real data. The way that our business works is we are able to replace and improve upon the experience you would have in a store. But instead of an associate we have machine models that help find out what you need match to the right product. We have video on demand to show you how to use it. All of that is really difficult to do.

[Jim Cramer]

And there is a huge percentage of people who would like to do this at home and not in a store.

[Lindsey Drucker]

Absolutely. That's. That's the beauty as a category. One of the original insights our founders had was how is it possible Beauty is number two or three on Insta, number two or three on YouTube. The consumer is online but most of the transactions are happening in store. There is a disconnect. And what they realized was she needs help. And with technology they can actually help her in a way that was never possible.

[Jim Cramer]

You're the cfo. One beautiful balance sheet to bought back a lot of stock.

[Lindsey Drucker]

That's right. We bought back over 10% of our float last year. $150 million of share buybacks across 2024. About half of the business floats. So we took out a big chunk of it and we think our stock offers a compelling value. It will be opportunistic.

[Jim Cramer]

Now what I would understand is where people find you is online. It's not like you've got $1 billion budget for ads. At the same time you're up against companies that do and you seem to be winning.

[Lindsey Drucker]

This is not what they're good at. Our business was built around. We have an in house advertising agency. We don't use third parties. Do all of our measurement in house. Our creative team is integrated with the performance team. We track everything, we monitor every single thing. And it allows us to be extremely efficient in terms of the return we get on our advertising. Advertising spend. Plus we're asking the user questions. We know about her, we understand the things she needs and that allows us to convert much more efficiently.

[Jim Cramer]

So when is Brand three coming out?

[Lindsey Drucker]

Brand three is later this year. We talked about a soft launch in Q3.

[Jim Cramer]

To name it right here would be good. We just name it on the show.

[Lindsey Drucker]

I'll. I will leave that to a later date to name it. But it's a telehealth platform for people with medical grade skin and body issues. Acne, eczema, hyperpigmentation. That's the first part. But we'll extend into other health domains afterwards.

[Jim Cramer]

That's fantastic. Thank you for doing that.

[Lindsey Drucker]

Thanks.

[Jim Cramer]

Thank you. What you've done for shareholders. That's Lindsey Drucker, man. CFO of Oddity Tech. Guys, you know, I know this space really well and I've seen seen the ups and downs these guys are on. The ups. Mad money's back at Humber.

[Domus]

Coming up, lightning doesn't just strike twice in Kramerica.

[Jim Cramer]

Booyah, Jimmy, chill.

[Homes.com]

Booyah, booyah, booyah.

[Jim Cramer]

Thanks for taking my call.

[Domus]

It strikes every day. Kramer is back in a flash with your questions.

[Jim Cramer]

Next, it is time. The light round crazy run by this rapper along with shame as Doc said. Bye bye seller, turkey yard code and calls with my stampers. The graphics of the five play and sound and then the lightning round is over. Are you ready, ski daddy? Time for the light round. Kramer. Let's start with Jeff in New York. Jeff.

[Ian]

Hello, Mr. Kramer. This is Jeff from Sodus, New York on the south shore of Lake Ontario where winter has been brutal this year.

[Jim Cramer]

Oh, sorry to hear that. But it's good to have you on the show. How can I help?

[Ian]

The city of Rochester reported 41 straight days of measurable snow. And needless to say, the roads and the potholes are terrible. I'm looking to buy a stock that benefit me from the repairs that I gotta make to my car and maybe help the dentist for my chattered teeth. Okay, give me a two week low. Should I start a position in Martin Marietta materials?

[Jim Cramer]

I love your thinking. There is another part of Martin Marietta's business that is about housing and housing related areas. Building new roads there and that's what's keeping this from working. I think you got to wait to see the quarter. I know you have to wait to the end of April, but I want you to do that before you pull the trigger. Let's go to Christian in Texas. Christian.

[Homes.com]

Booyah.

[Jim Cramer]

Jim.

[Domus]

Christian, what's going on?

[Jim Cramer]

I'm an investor in my 20s and.

[Ian]

I'm willing to take on a little bit of risk. What are your thoughts on Serve Robotics?

[Jim Cramer]

Okay. That is a very risky stock. I would normally advise people to either do test, so I know that's become a very risky stock or in video which just for a nice quarter, but because of your age and how you feel about it, I'm going to greenlight you, but only for someone your age. Let's go to Jeff in Connecticut. Jeff. Hi Jim. Always watch your show. I love it. Thank you, Jeff. Thank you. Bought a stock and made a little money on It I wonder if I should take some money off the table on Badger.

[Ian]

Peter.

[Domus]

Bmi.

[Jim Cramer]

No, that is just one of the most steady as you she goes companies. I actually like Agilent more than Badger Meter. But I think it's a terrific situation. I would hold on to it. Test and measurement has been very good business wherever you find it. Let's go to Nick in Florida. Nick. Jim.

[Ian]

How are you?

[Jim Cramer]

I'm good Nick, how about you?

[Ian]

I'm doing fantastic. Listen, I appreciate you taking my call.

[Jim Cramer]

Sure.

[Ian]

Listen, I'm a first time caller. Brand new club member this week.

[Jim Cramer]

Thank you, thank you.

[Ian]

I really want to appreciate your time and everything.

[Jim Cramer]

Of course.

[Ian]

Real quick here you last night you took a caller as to asking you about Ford and you were down on Ford and you also included Rivian. And I'm really curious as to your thoughts given the current state of the industry.

[Jim Cramer]

I don't like the out of market, I don't go to market. And while I still appreciate Rivian's balance sheet they need so much more money I think ultimately to become a big company. So I cannot go there because I think you'll look back and say why did Jim Green like that to me? And I'm not going to do that. Let's go to Terry in Michigan. Terry. Jimmy, chill. Booyah yo. Booyah to you. What's going on?

[Ian]

Well, I'm a first time caller. I love your show and thank you. Congrats by the Eagles.

[Jim Cramer]

Thank you very much.

[Rick Smith]

I know you've been Eagles fan forever.

[Ian]

I'm calling about Arista Network. Annie Kirk.

[Jim Cramer]

Look, I thought they reported a good quarter. I know people worry about the Meta business. I think the Oracle business can make up for that. But there are other people who feel like, you know what everybody's shooting at them right now. I think it can bounce. But I know that the competition has gotten tougher. Let's leave it at that. And that ladies and gentlemen is the conclusion of the Lightning Round.

[Domus]

The Lightning Round is sponsored by Charles Schwab. Still to come, it's been a long time since the market's seen this type of short squeeze. Kramer's giving his take on the gamification of stocks next tomorrow kick off the trading day with Squawk on the street live from post nine at the nyse.

[Jim Cramer]

I think we could do two hours a day day, not one hour. I'm. I'm upping our Musk hour to the musk double hour. You think Jensen would feel slighted? I don't care. How about Alex Clark? You don't think he's worth.

[Mark Benioff]

They can all come on.

[Jim Cramer]

The book tour might be over.

[Mark Benioff]

You can come on the show, but.

[Jim Cramer]

You can only come on to talk about Edelman.

[Domus]

It all starts at 9am Eastern.

[Jim Cramer]

These days, anytime there's a big decline, the professional short sellers come out of the woodwork to cash in. Now you may not be able to see their handiwork, but I can tell where the shorts are playing havoc with all sorts of stocks. You see it in exaggerated spikes. You see it in the swoons. Now the momentum trades have finally started to weaken. The shorts feel embolten. You can see their footprints all over the place. Sometimes they're obvious. Apple love it. A technology company that helps mobile game developers expand their reach and monetize their games with advertising. Hmm. This stock's been nothing short of amazing. In late August it traded at $60. Two weeks ago it hit an all time high of $525. Today it fell to $331 after a hideous well percent decline. That's because two different short selling firms allege that app Lovett has committed fraud among so many other things. They claim that that's what's been driving the numbers. Big numbers. It's like these firms waited and waited and waited for the principal short buster of bitcoin to peak, for Tesla to peak, for the nuclear stocks to peak, for all things momentum to lose their luster. And only then did they lower the boom on this red hot mobile game advertising company because it was part of a weakened cohort. Tonight, for what it's worth, Applovin CEO said the short sellers were I quote, making false and misleading claims, end quote. And that quote, the reports are littered with inaccuracies and false assertions and quote, but at least I love it straightforward. The trickier ones are bouncing hard here. These reflect short sellers either locking in their gains or throwing in the towel and covering their failed positions. Last time we got fourth quarter numbers from Axon the artist formerly known as Tasers. You heard. I have no idea why, but there was a substantial cohort to believe that Axon would miss its numbers. You heard from the CEO tonight that business is humming. Today it rallied 15% because the quarter was that good. I don't know what they're betting against. A few weeks ago I heard that the consumer part of Intuit was weakening. That gave hedge funds the green light to bet against the financial software juggernaut turns out into its consumer business was bad, but the rest of the company's on fire. So the stock soared more than 12% today. For the last few weeks, multiple analysts have trashed Workday, the excellent enterprise software company that handles human resources corporate finance. But when Workday reported, the numbers were sharply better than expected and the shorts were obliterated. And of course there's Super Micro and Nvidia Partner that offers pre configured servers the shorts. Here we're betting that Micro, which has been having internal controls and so controls issues would fail to meet the requirements to stay listed on the Nasdaq. Something is considered a kiss of death for most companies. Great reason to short a stock, unless of course the company manages to stay listed. Supermicro pulled it off. The Stock shot up 12%. Shorts thrown in the towel. But let's step back for a second and focus on what's really going on here. For several years it's been too dangerous for hedge funds to aggressively short anything. Ever since the Gamestop affairs where short sellers were drawn and quartered when the Stock went from $4 to well above $400. Like that, it's been considered reckless to short. Many funds specializing in shorts have been wiped. Just wiped out, obliterated. The entire process was fraught always because unlike buying stocks, when you short a stock you can lose way more than 100% of your investment. Consider those who bet against Palantir, the data scientist consultant firm. That one went from $21 last August to $125 a few weeks ago. Aggressive buyers annihilated those who thought it was all smoke and mirrors. It wasn't much of a fair fight even as Palantir's pulled back now for last few weeks. Finally, there are the garden variety shorts that are going awry. When you look at today's move in Lowe's and yesterday's run in Home Depot, you should recognize that these two stocks have been going down for ages. Then they reported better than feared numbers in the shorts. Decided enough already. Let's just go ring the register so you get an outside rally on decent results. Long story short, after four year hiatus, the short sellers are back on the scene. Recognize that they can plant stories, play havoc, cause mayhem, and also tell the truth like no other force in the marketplace. I like to say there's always more market summer and I promise I'd find it just for you right here on Man Money. I'm Jim Cramer. See you tomorrow.

[Lindsey Drucker]

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 madmoneydisclaimer.com Business it's all.

[Jim Cramer]

The things that keep this world turning, and behind every one of these companies is a partner helping to keep it all moving. It's why the local flower shop and.

[Mark Benioff]

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[Jim Cramer]

The stadium, hospitals and hotels, banks and.

[Mark Benioff]

Restaurants nationwide all choose the Advanced Network.

[Jim Cramer]

Cybersecurity Solutions and round the clock Trusted partnership from Comcast Business, the company that powers more businesses than anyone else. Comcast Business Powering Possibilities restrictions apply.

[Domus]

Call or visit comcastbusiness.com to learn more.