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

Hosted by CNBC’s Jim Cramer, this episode delves into the current state of the stock market, explores innovative advancements in AI with Intuit, analyzes the resurgence of Deere & Company, and highlights the impressive performance of McCormick. Cramer also engages with listeners through his popular Lightning Round, providing actionable stock insights.

1. Market Overview

Jim Cramer opens the episode by celebrating a strong trading session:

“The Dow gained 404 points, S&P climbed 8%, Nasdaq jumped 0.97%” (06:00)

He addresses the common critique that market rallies have been too narrow, dominated by a select group of tech giants. Drawing from his 1988 experience, Cramer emphasizes the importance of market breadth:

“Instead, it’s the opposite for me. There was a runaway bull, for certain.” (07:30)

Cramer highlights today’s diverse top performers, showcasing a broader market leadership that extends beyond traditional tech stocks. Companies like J.P. Morgan, Goldman Sachs, Caterpillar, and Boeing are cited as driving the current bullish trend.

2. Interview with Intuit CEO, Sasangadarzi

Cramer engages in a detailed discussion with Sasangadarzi, CEO of Intuit, about the company's groundbreaking AI advancements:

“This is a game changer for businesses of all sizes.” (16:00)

Sasangadarzi explains the launch of a suite of AI agents designed to streamline business operations from lead management to cash flow optimization:

“Our platform helps manage from lead to cash, consolidating spend and saving time.” (17:34)

The conversation underscores Intuit’s commitment to reducing operational complexities for businesses through AI integration, enhancing efficiency and compliance.

3. Deere & Company Analysis

Cramer shifts focus to Deere & Company, analyzing its remarkable stock performance despite recent financial setbacks:

“Deere's earnings were down 22% year over year, but they beat expectations.” (28:00)

He attributes Deere’s resilience to the stabilization of agricultural markets, favorable currency fluctuations, and anticipated interest rate cuts. Emphasizing the company's technological advancements, Cramer notes:

“Deere is the king of farm equipment with best-in-class technology.” (29:30)

Analysts from Melius Research are cited, supporting Deere’s upward trajectory with a raised price target, highlighting its strong position in ag tech.

4. Interview with McCormick CEO, Brendan Foley

In an insightful segment, Cramer interviews Brendan Foley, CEO of McCormick, about the company’s impressive quarterly performance and growth strategies:

“We’re driving strong volume-led growth across our business.” (34:07)

Foley discusses how McCormick has successfully navigated tariff challenges and capitalized on consumer trends towards healthier eating:

“Our product portfolio helps consumers eat healthier at home.” (34:48)

The CEO also highlights McCormick’s global expansion and innovation in flavor solutions, ensuring sustained growth despite a volatile market environment.

5. Listener Calls and Insights

Cramer takes several calls from listeners, addressing concerns about specific stocks and investment strategies. Notable interactions include:

• Corey from Tennessee seeks advice on Google stock. Cramer remains cautious:

  “I do not think it’s the leader and it’s going to be challenged.” (10:49)

• Louis from Florida inquires about energy positions. Cramer expresses skepticism about the oil sector but acknowledges the appeal of dividends:

  “I do like the dividends because I’m willing to bless them.” (30:43)

6. Lightning Round Highlights

In the high-energy Lightning Round, Cramer delivers quick buy, sell, and hold recommendations:

• Marathon Petroleum Company: A buy recommendation highlights its strong presence in refining and marketing.

  “I think you want to own that stock.” (41:27)

• Aurora Innovation: Although speculative, Cramer briefly supports the autonomous trucking company.

  “That’s too speculative, but I won’t make you sell.” (42:10)

7. Defense of Nvidia’s Rally

Addressing recent concerns about Nvidia’s stock volatility, Cramer passionately defends its long-term value:

“Nvidia remains integral to the new Industrial Revolution.” (43:56)

He counters negative narratives by emphasizing Nvidia’s unique position in AI and semiconductor technology, asserting that its comprehensive platform extends beyond traditional classifications.

8. Conclusion

Cramer wraps up the episode by reinforcing the bullish outlook on a broadly led market and commending the featured companies for their strong performances and strategic initiatives. He encourages listeners to stay informed and seize opportunities within a diverse and evolving market landscape.

Notable Quotes:

• “If you're actually in the market every day... there's another way this situation can play out.” – Jim Cramer (07:10)
• “This is revolutionary... saving me time.” – Sasangadarzi, Intuit CEO (17:34)
• “We flavor them, driving strong volume-led growth.” – Brendan Foley, McCormick CEO (34:07)

Timestamp References:

• Market Overview: 06:00 - 08:00
• Intuit Interview: 16:00 - 22:07
• Deere & Company Analysis: 24:07 - 40:39
• McCormick Interview: 33:56 - 40:39
• Listener Calls: 30:43 - 43:39
• Lightning Round: 40:46 - 43:39
• Nvidia Defense: 43:56 - 48:39

This summary provides a comprehensive overview of the key discussions and insights shared during the episode, offering valuable takeaways for investors and market enthusiasts alike.