Mad Money w/ Jim Cramer – Episode Summary (June 27, 2025)

Host: Jim Cramer
Producer: CNBC
Release Date: June 27, 2025

1. Market Overview and Current Trends

Jim Cramer kicks off the episode by reflecting on the market's resilience amid recent turmoil. He highlights the stunning performance of the S&P 500 and Nasdaq, which reached record highs despite political tensions and economic uncertainties.

• Jim Cramer: "I keep hearing the word resilient. I say, how about stellar? It was never easy, including today..." ([01:25])

He attributes the market's strength to individual investors' steadfastness, noting that while institutions were volatile, individual investors consistently "bought the dip" and benefited from the rebounds.

• Jim Cramer: "The individual investor has learned that the best way to make money is to stand pat, stay in, maybe even add money into the declines..." ([03:00])

Cramer also discusses the annual Russell rebalancing, explaining its impact on smaller stocks and predicting potential volatility as the market adjusts.

2. Key Upcoming Events and Earnings Reports

Cramer outlines the brief week ahead due to the Independence Day holiday, emphasizing major events that could influence the market:

• Monday: Special interview with Andy Jassy, CEO of Amazon. Topics include investments in rural delivery, advancements in Alexa, growth of Amazon Web Services, and international business expansion.

  • Jim Cramer: "We'll talk about everything from investments in rural delivery to new and improved Alexa..." ([05:00])

• Tuesday: Earnings results from Constellation Brands, a pivotal company in the consumer packaged goods sector facing challenges from GLP1 drugs and shifting consumer preferences toward cannabis.

  • Jim Cramer: "Constellation said its sales have been hurt by concerns in the Hispanic community about mass deportations..." ([06:30])

• Wednesday: Mortgage application numbers and the June non-farm payrolls report, crucial for assessing the labor market and potential Federal Reserve actions on interest rates.

  • Jim Cramer: "If we get a weak number, the President is most likely on that day going to call for Jay Powell..." ([07:45])

3. Listener Calls and Stock Recommendations

Cramer engages with listeners, offering insights and stock recommendations based on their queries.

Caller: Rick from Napa, California ([08:52])

• Topic: Thermo Fisher and Danaher stock positions.

• Cramer's Take: Advises caution due to connections with China, suggesting not to buy Thermo Fisher until there's a pickup in Chinese orders.

  • Jim Cramer: "I am urging you to not buy it till we see a pickup in Chinese orders..." ([09:19])

Caller: Chuck from Illinois ([09:19])

• Topic: A X O N Industries investment strategy.

• Cramer's Take: Recommends buying but warns against overextending due to the stock's recent all-time high.

  • Jim Cramer: "If you want to buy 100 shares by 25 Monday and then you got to wait for it to come down..." ([10:30])

Caller: Frank from New York ([10:45])

• Topic: Micron's stock behavior post-earnings.

• Cramer's Take: Views the stock's volatility as typical for Micron, suggesting it's a momentary pullback and a buying opportunity at around $120.

  • Jim Cramer: "I like the stock of 120..." ([11:00])

4. Featured Company Spotlight: Samsara

A significant portion of the episode is dedicated to Samsara, a software infrastructure company specializing in the Internet of Things (IoT). Cramer delves into an interview with Sanjit Biswas, CEO of Samsara, discussing the company's strategies and technological advancements.

• Jim Cramer: "Samsara is a software infrastructure plate focused on the Connected Operations Cloud..." ([15:08])

Key Discussion Points:

• Customer Benefits: Enhancing safety and efficiency for large-scale operations through AI-driven analytics.

  • Caller (Sanjit Biswas): "These are businesses that have been around in some cases over 100 years... they're looking at digitization." ([16:25])

• Safety Innovations: Utilizing wearables and AI to reduce risks and accidents in frontline operations.

  • Caller: "We can use AI to help coach drivers... it reduces risk, breaks bad habits, and saves the company money." ([18:36])

• Fuel Management: Optimizing fuel usage in large fleets to achieve significant cost savings.

  • Caller: "Understanding engine idling can save millions of dollars..." ([19:21])

• Asset Tracking: Implementing technology to prevent equipment loss and ensure asset utilization.

  • Caller: "Tracking assets ensures their utilization and prevents costly losses..." ([19:46])

• Innovation through Collaboration: Emphasizes the importance of customer feedback in developing new products and solutions.

  • Caller: "It's about brainstorming with customers to move the needle..." ([22:06])

Jim Cramer praises Samsara's approach to addressing operational challenges and maintaining strong annual recurring revenue, underscoring the company's potential for growth.

• Jim Cramer: "That's why I'm more interested than usual in something called the Chicago PMI..." ([07:45])

5. In-Depth Analysis: Apple Inc.

A substantial segment of the episode is dedicated to Apple, examining its stock performance, valuation, and future prospects amidst political and market pressures.

• Jim Cramer: "Apple's been trading sideways... down nearly 20% year to date, and devoid of any momentum whatsoever..." ([24:50])

Key Insights:

• Valuation Metrics: Apple trades at 28 times earnings, down from its peak but still above historical averages.

  • Jim Cramer: "Apple trades at 28 times earnings, while the S&P now sells for 23 times earnings..." ([28:00])

• Growth Prospects: With an expected 14% earnings growth for the current year, Apple’s PEG ratio suggests it might be undervalued compared to the S&P 500.

  • Jim Cramer: "Apple's PEG ratio is just under 2. So you could argue that Apple's already undervalued here..." ([29:30])

• Historical Performance: Cramer references past market movements, highlighting how Apple has rebounded from previous sell-offs by maintaining robust service revenue growth.

  • Jim Cramer: "In the last true bear market in 2022... Apple rallied 93% over the next two years." ([31:00])

• Investment Strategy: Cramer advises a cautious yet optimistic approach, suggesting buying if the stock dips below $180 but remaining confident in its long-term potential.

  • Jim Cramer: "If Apple would revisit that level, meaning if the stock falls below 180, then I think you have to buy it." ([30:45])

6. Lightning Round: Rapid-Fire Stock Recommendations

In the Lightning Round, Cramer takes quick calls from listeners, providing immediate buy, sell, or hold advice on various stocks.

Notable Highlights:

• Nebius vs. CoreWeave: Cramer advises against investing in either, citing overvaluation concerns.

  • Jim Cramer: "Not cor Weave. Oh no. He says just right now... we're not going to trust." ([40:05])

• Sweetgreen: Criticizes the company's significant stock decline and lack of profitability.

  • Jim Cramer: "The stock's down 57% and they're not making money..." ([41:35])

• Monster Energy: Recommends holding, praising its long-term performance despite recent downturns.

  • Jim Cramer: "That is just one smoking hot stock and I would not walk away from that..." ([42:12])

• Okta, CrowdStrike, and Palo Alto: Cramer expresses confidence in these cybersecurity firms, suggesting buying opportunities despite volatility.

  • Jim Cramer: "I want to own more Octa... I like crowdstrike and I like Palo Alto." ([43:00])

• McDonald's and Texas Roadhouse: Endorses these dividend-paying stocks for their consistent performance and resilience.

  • Jim Cramer: "You must own McDonald's... also Texas Roadhouse is terrific even though beef prices are high." ([44:00])

7. Generational Shifts in Investing

Cramer concludes the episode by discussing the emerging influence of younger generations in the stock market. He highlights the shift of investment power from baby boomers to younger investors, driven by platforms like Robinhood and a preference for innovative, high-growth stocks.

• Jim Cramer: "A wave of money, a virtual tsunami, is gradually being transferred from my fellow baby boomers to the next generations..." ([44:29])

Key Points:

• Investment Trends: Younger investors focus on big trends such as electric power, nuclear energy, flying cars, and cryptocurrency.

  • Jim Cramer: "They buy GE Vernova for gas turbines... they buy Joby and Archer for flying cars..." ([45:00])

• Adaptation Strategy: Cramer acknowledges the need to understand and cater to the investment preferences of this new demographic to remain relevant and helpful.

  • Jim Cramer: "I'm going to redouble my efforts to learn these stories in the second half of the year to be helpful." ([46:30])

8. Conclusion and Looking Ahead

Jim Cramer wraps up the episode by reaffirming his commitment to guiding both traditional and new investors through the evolving market landscape. He emphasizes the importance of staying informed and adapting to changing investment dynamics.

• Jim Cramer: "It's a big switch... but I see it happening and I know that these young people like new stocks..." ([47:00])

He promises to continue providing actionable insights and maintaining an open dialogue with his audience to navigate the complexities of Wall Street.

Notable Quotes:

• Jim Cramer: "The individual investor has learned that the best way to make money is to stand pat, stay in, maybe even add money into the declines." ([03:00])
• Jim Cramer: "If Apple would revisit that level, meaning if the stock falls below 180, then I think you have to buy it." ([30:45])
• Jim Cramer: "Growth is king and growth is safety in this market." ([43:30])

Disclaimer:
All opinions expressed by Jim Cramer on this podcast are solely his and do not reflect the opinions of CNBC, NBCUniversal, or their parent company or affiliates. They are intended for informational purposes only and should not be construed as specific investment advice.

Next Episode Teaser:
Cramer teases the next episode, promising an in-depth analysis of Apple's potential sale opportunities and a continuation of strategies to benefit from the shifting investment trends influenced by younger generations.