Mad Money w/ Jim Cramer 6/30/25

Summary

Mad Money with Jim Cramer – Episode: June 30, 2025

Overview

In the June 30, 2025 episode of Mad Money hosted by Jim Cramer on CNBC, listeners are treated to an insightful exploration of current market dynamics, the rising influence of young investors, in-depth discussions on specific stocks, and an exclusive interview with Amazon CEO Andy Jassy. The episode delves into the transformative impact of artificial intelligence (AI) on businesses, the resurgence of the energy drink stock Celsius, and provides actionable investment advice through Cramer's signature segments.

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Market Dynamics and the Rise of Young Investors

Jim Cramer opens the episode by analyzing the robust performance of the stock market in the second quarter. Notably, the Dow soared by 5%, the S&P 500 rallied by 10.5%, and the NASDAQ experienced an impressive 17.75% jump. Cramer attributes this surge not to traditional powerhouses like the Magnificent Seven or hedge funds, but to a new generation of investors.

“I think it's the young people, people who are part of the great wealth transfer. $100 trillion from the baby boomers to the alphabeteers, Gen X, and of course the millennials. I think they are the ones moving many stocks much higher.”
[02:15] – Jim Cramer

Cramer emphasizes that these younger investors, often dubbed the "alphabeteers," invest differently from older generations, favoring bold and innovative companies. He underscores their enthusiasm with the example of Robinhood's stock skyrocketing by over $10 in a single day due to its blockchain-based trading platform.

“The younger investors reward bold behavior. They punish companies like Apple, which seem to have an aversion to being bold and instead like to buy back stock.”
[05:45] – Jim Cramer

This new wave of investment behavior is reminiscent of the early to mid-1990s, where innovative ideas could drive massive stock growth irrespective of traditional financial metrics. Cramer suggests that this "story-dominated market" prioritizes compelling business narratives over conventional indicators like Federal Reserve policies.

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Stock Highlights and Market Insights

Jim Cramer provides detailed analyses of several stocks currently gaining traction:

• Robinhood (RBNY): Highlighted for its innovative use of blockchain to facilitate stock trading, making it highly attractive to young investors despite skepticism from seasoned market players.

• Reddit (RDT): Cramer believes Reddit's advertising potential is undervalued, asserting, “I think the stock's not getting enough credit. Believe me.”

• Palantir (PLTR): Continues to show strong performance, with Cramer maintaining his bullish outlook.

Cramer also touches upon Amazon's strategic moves and its impact on the market, setting the stage for his forthcoming interview with CEO Andy Jassy.

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Exclusive Interview with Amazon CEO Andy Jassy

A significant portion of the episode is dedicated to an in-depth conversation between Jim Cramer and Andy Jassy, the CEO of Amazon. The discussion covers Amazon's latest technological advancements, investment strategies, and future plans.

AI and Technological Innovation

Jassy elaborates on Amazon's commitment to AI as a transformative technology:

“I think that AI is the most transformative technology of our lifetime. We're investing very expensively in AI because our mission is to make customers' lives easier and better every day.”
[20:44] – Jim Cramer & Andy Jassy

He highlights various AI-driven initiatives, including enhancements to Alexa Plus, Amazon's next-generation personal assistant, which is designed to be more intelligent and capable of managing complex tasks through natural language processing.

Logistics and Rural Expansion

Amazon's strategic investments in rural areas are discussed, emphasizing the company's $4 billion commitment to building delivery stations and fulfillment centers to enhance the Prime experience for rural customers.

“The faster we're able to get items to customers, the better customer experience they have, the more they'll sign up for Prime.”
[15:03] – Andy Jassy

Satellite Connectivity with Project Kuiper

Jassy also addresses Amazon's Project Kuiper, a low Earth orbit satellite initiative aimed at providing broadband connectivity to underserved households. He underscores the project's potential to revolutionize access to online services globally.

“Kuiper has really better performance on the up and down link, it's going to have lower prices, and the connection between Kuiper and AWS is going to make that very compelling.”
[17:47] – Andy Jassy

Chips and Cost Efficiency

Discussing AI infrastructure, Jassy explains Amazon's development of custom chips designed to reduce the cost of AI inference, emphasizing the importance of price-performance balance.

“We have an amazing chip design team... Our custom silicon AI called training is 30 to 40% more price performing than GPUs.”
[28:14] – Andy Jassy

Impact on Employment and Workforce

Addressing concerns about AI's impact on jobs, Jassy reflects on Amazon's strategy to adapt by creating new roles in AI and robotics, while simultaneously transforming existing positions to leverage technological advancements.

“With every technical transformation, there will be fewer people doing some of the jobs that the technology starts to automate. There are going to be other jobs.”
[30:18] – Andy Jassy

Future Projections and Investments

Jassy discusses Amazon's plans to expand data centers, highlighting a significant $20 billion investment in Pennsylvania to meet the growing demand for AI and data processing capabilities.

“Wherever we can find high quality, affordable power, that’s where we’re going to look to build additional data center clusters.”
[32:10] – Andy Jassy

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Celsius Holdings: A Case Study in Stock Resurgence

Jim Cramer dedicates a segment to analyzing the dramatic comeback of Celsius Holdings, an energy drink company. He outlines the company's challenging past, including a significant stock decline due to distribution issues with PepsiCo and increased competition from brands like Red Bull.

“Celsius is now beginning to lap the challenges that dragged its stock down in 2024, setting up for easier comparisons down the road.”
[38:45] – Jim Cramer

Key factors in Celsius's resurgence include:

• Acquisition of Alani Nu: In a strategic move, Celsius acquired fast-growing competitor Alani Nu for $1.8 billion, expected to significantly boost annual revenues and create synergies amounting to $50 million within two years.

• Improved Retail Presence: Expansion into 18,000 Subway locations and 1,800 Home Depot stores has enhanced distribution.

• International Growth: Celsius's international sales surged by over 40% last quarter, indicating robust overseas expansion potential.

• Positive Earnings Reports: Despite a top and bottom line miss in May, the company's subsequent performance metrics, such as record gross margins of 52.3%, have restored investor confidence.

Cramer concludes that while Celsius trades at a forward P/E of 57—considerably lower than its three-year average of 89—it remains a momentum stock poised for further growth, though he advises potential investors to consider waiting for a price pullback before investing.

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Lightning Round and Audience Interaction

The episode culminates in Cramer's energetic Lightning Round, where he takes live calls from listeners, providing quick buy, sell, and hold recommendations. A notable interaction includes humor-filled exchanges with Andy Jassy, blending serious investment advice with lighthearted banter.

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Conclusion

Jim Cramer's June 30, 2025 episode of Mad Money offers a comprehensive analysis of the stock market's current landscape, highlighting the pivotal role of young investors and showcasing innovative companies poised for growth. The exclusive interview with Amazon CEO Andy Jassy provides deep insights into how one of the world's leading companies is navigating technological advancements and expanding its global footprint. Additionally, the segment on Celsius Holdings serves as a compelling case study on how strategic acquisitions and market expansion can revive a struggling stock. Overall, the episode equips listeners with valuable knowledge and actionable strategies to navigate the ever-evolving financial markets.

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Notable Quotes:

• Jim Cramer: “The younger investors reward bold behavior. They punish companies like Apple, which seem to have an aversion to being bold and instead like to buy back stock.”
  [05:45]

• Andy Jassy: “Kuiper has really better performance on the up and down link, it's going to have lower prices, and the connection between Kuiper and AWS is going to make that very compelling.”
  [17:47]

• Jim Cramer: “I think AI is the most transformative technology of our lifetime.”
  [20:44]

• Andy Jassy: “With every technical transformation, there will be fewer people doing some of the jobs that the technology starts to automate. There are going to be other jobs.”
  [30:18]

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Timestamps:

• 00:00 – 01:44: Advertisements and introductory segments
• 01:44 – 10:43: Market Overview and Young Investors’ Influence
• 10:43 – 24:13: Analysis of Private Equity and Stock Recommendations
• 24:13 – 35:16: Exclusive Interview with Andy Jassy
• 35:16 – 41:34: Athlete and Product Promotions, followed by Celsius Holdings Analysis
• 41:34 – 47:59: Lightning Round and Audience Interaction
• 47:59 – End: Disclaimers and Final Ads

Transcript

[Jim Cramer]

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[Andy Jassy]

Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cream America. I'll be my friends. I'm just trying to make a little money. My job is not just entertainment, but that case to teach you. So call me at 1-873-CBC. Tweet me at Jim Cramer. Well, there goes the second quarter and it was a real barn burner. Dow up 5%. SB rallying 10.5%. But the crazy NASDAQ jumping 17.75%. And not much of that was actually from the Magnificent Seven. Who the heck's doing this by? Who is powering this market higher? It's not the hedge funds. They're waiting for the Fed to make a move. Not the institutions. They're worried about the tariffs. I think. I think it's the young people, people who are part of the great wealth transfer. $100 trillion from the baby boomers to the alphabeteers, ZNX, and of course the millennials. I think they are the ones moving many stocks much higher. They have the money now and they invest differently from the older folks. I say we have to salute this new generation of buyers, even if they're often way too exuberant in the Purchase. Let me give you a metaphor. Take the stock of Robin and boys that ever their stock, right skyrocketed more than 10 bucks today to an all time high. Why? Because it's using blockchain to allow its users to trade stocks and private companies. The move strikes most of the seasoned players in this market as absurd, maybe even boring. But the same development strikes younger and fresher faced buyers as kind of a clever financial engineering that should be encouraged. They're not cynical about it. So what do they do? They go nuts buying the darn thing. No price is too high. Guess what? They'll be back tomorrow too. This kind of behavior drives much of this market's recent action. It's bigger reason why the Dow gained 276points. SB advanced.5.2%. The NASDAQ climbed.48% finishing off this excellent comeback of a quarter. Robinhood is not an anomaly. There's a whole host of stocks that are roaring on what can only be described as reevaluation of growth or animal spirits. We see Reddit, the online message board, set up more than 5%. That a DoorDash up as usual, 2%. Covid jumps 8% on nothing. We see Palantir, of course, the software company that brings costs down. The moment you speak to them is back on a roll after Friday's rare decline, levitating 4%. When Palantir was in 50, I said it was going to 100. When it hit 100, I said it's going to 200. Sticking by my pred, you know, I passed no judgment. Unlike most of the people around the older people I talked to, I passed no judgment about these people. You know why? Because they are buying very good companies. Unlike two stocks we'll talk about later. Stay tuned. These are top notch businesses that might have gigantic earnings power someday. You want to get in front of doordash, which may turn out to be an advertising powerhouse. You believe that Reddit stock is too expensive. Their ads represent incredible value, believe me. I can't believe how cheap they are. I think the stock's not getting enough credit. How do you know that Reddit's not the next meta which hit an all time high today? Mark Zuckerberg has opened the wallet, spending on new talent in an accelerated way. You want to doubt him? Come on. Amazon's done the same thing in its years of growth. We'll be speaking the CEO of Amazon, Andy Jassy, later in the show. Long story short, these younger investors reward bold behavior. They punish companies like Apple, which seem to have an aversion to being bold and instead like to buy back stock. That's an enactment to these younger buyers. To them, buying back stock is what you do when you run out of ideas. You know what else they don't care about? The Federal Reserve. These buyers aren't sitting there trying to guess the Fed's next move. They don't know where the Fed is. They aren't paying attention to when a Philly Fed head says something cogent or Cleveland FED PRESIDENT SNARLS ABOUT tariffs Now here's the real question we all face, including those of us in the media. Are we right to wait with bated breath on every word from every Fed officials that the way to make us money is that way I can help you. Or do the younger investors have a point? Look, there was a time when you had to watch the Fed like a hawk, when the hedge fund still ruled the roost. This laser focus on our central bank made sense. But the hedge funds aren't in charge anymore. Instead we have what I call an idea market. When an idea resonates, when it seems right, the older cohort buys the stock to know it's not necessarily something exciting. It's just the younger investors embrace. But the younger investors are in the first. Any plus idea that has promise. You know, flying cars, I don't care. Nuclear, I'm no longer fighting it. Right now, for example, we're seeing billions of dollars worth of orders for data centers to be built by Oracle. We already knew that Oracle was doing well, but it just put out a press release today saying it's doing even better. So what happens? The Stock goes from 118 to 218 in a couple of months time, then it keeps going higher. What matters is that the fundamentals are terrific. And as long as they stay terrific, all the younger people and keep buying the stock. Is this a confluence though of young meets old? Is there some sort of curious Nexus where enthusiasm is on display everywhere? No, not really. See, I think it's simply returned to the old days, the early to mid-1990s, where if you had a company with something that captivated the crowd, like the flying car or a popular message board website, you can buy its stock and you can make a lot of money. Should you be able to do that, given that Harker retired from the Philly Fed today, or Goolsbee's not certain about what's going to happen with the tariffs in the 90s, we never even cared about stuff. We don't know who these people were. We only knew about companies we knew that if a stock had a good story, you bought it until you ran into sellers and then you were done and you sold to or you held it till kingdom come because it was such a great idea. In the old days you could make great money with individual stocks. It was self evident. We didn't think about single stock risk. What the hell. That is some concept of the new guys. We cared about single stock rewards. We look for stocks that could make us fortunes. The forerunners to in video and Netflix, Amazon and Alpha. We made real money and for the most part we didn't care about the Fed because that didn't make us money. We cared about ideas. Of course, that year ended 25 years ago. People forgotten what it was like. They weren't around when individual stocks are crushed and the averages in the stories dominated. But we're back and it's big. The bottom line, we're now in a story dominated market. Even as the coverage is still all about the next quarter point from the Fed and what the hedge funds are doing about it. I say that's for the institutions trying to beat the indices by a percent or two. That's not worth it anymore. These games, they are about people trying to get rich with ideas. Who's right? Easy. Those who embrace stocks, not indices. The ones who find the best ideas and stick with it. That's who makes the most money. And that in the end is still what matters. Go to Jim in Georgia. Jim. Hello, Jim. How are you doing? I'm doing well. How about you? Very good. And I just want to real quickly bring up my daughter, which we talked about before. She just had an MRI like two weeks ago and it was perfectly clean. We're so excited. After two. Now we're talking. Now we're talking brain cancer. It's amazing. Man. That reminds me of my friend John Gluck. Wrote a good book about, about cancer. I tell you, there are, there are, there are winning stories now. They were all losing stories at one point. Congratulations to you and to her. My fingers are crossed. Okay, let's keep going. What do we got? Thank you. Okay, one more quickly thing. Why don't you give us some Mad Bunny makes big money hats and T shirts. Let me work on that. I like swag. My daughter's a swag person. I'm gonna have to check in with her. All right, come on, let's make some money together. All right. I'm looking at private equity. I saw that BlackRock may be introducing some ETFs with private equity. Yes, and, but really What I'm interested in is Apollo. I think Apollo's real good. It's real well run. Mark Rowan is very very smart. I also like kkr. I think KKR is absolutely terrific and I like Blackstone. Those are three. I gave you three because you bring a lot to the table. I come right back and bring a lot. How about your daughter? Hu? Is that great news? That is just fabulous. Right now the Fed is on the back burner. We are in a stock pickers market that's being driven by ideas and I'm going to help you find them on many tonight. From AI to the state of the consumer. There's a lot to discuss with Amazon. We found that, didn't we? Don't miss my exclusive two part interview with CEO Andy Jassy and Celsius shares been a roller coaster past year but calling back from its lows. How we get there. I'm tracking the action, sharing where I think it could be headed. It could be gamestop with earnings and Circle has found a passionate investor base on Wall Street. I'm sharing why I think this, this one may be a little bit insane and maybe can't be justified. Hey look, not everything, not everything's great. Some things are already played out and I'm not the only one on the street thinking that. So stay with Kramer.

[Jim Cramer]

Don't miss a second of Mad Money. Follow imKramer on X. Have a question? Tweet Kramer Madment. Send Jim an email to madmoneynbc.com or give us a call at 1-800-743-CNBC Ms. Something? Head to madmoney.cnbc.com Commercial payments of Fifth Third bank are experienced and reliable, but they're also constantly innovating. It might seem contradictory to have decades of experience but also be on the cutting edge of the industry, but Fifth Third does just that. They don't believe in being just one way for your business because your business has more than just one need. Like needing your payments to be done on time, safely and without any bumps today. But also needing to know you won't be hitting any bumps tomorrow. That's why they handle over $17 trillion in payments smoothly and effectively every year and were also named one of America's most innovative companies by Fortune magazine. After all, that's what commercial payments are all steady, reliable expertise that keeps money flowing in and out like clockwork. Fifth Third does that. But commercial payments are also about building new and disruptive solutions. So Fifth Third does that too. That's your commercial payments. A Fifth Third better this episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab. Join host Keith Lansford for this information packed daily market Preview delivered in 10 minutes or less, including projected stock updates, monetary policy decisions, and key results and statistics that may impact your trading. Download the latest episode and [e-mail] MarketUpdatePodcast or find Schwab Market Update wherever you get your podcasts.

[Andy Jassy]

Close your eyes, exhale, feel your body relax and let go of whatever you're carrying today.

[Jim Cramer]

Well, I'm letting go of the worry that I wouldn't get my new contacts.

In time for this class. I got them delivered free from 1-800-contacts.

Oh my gosh, they're so fast.

[Andy Jassy]

And breathe. Oh sorry.

[Jim Cramer]

I almost couldn't breathe when I saw the discount they gave me on my first order. Oh sorry. Namaste. Visit 1-800contacts.com today to save on your first order. 1-800-contacts.

[Andy Jassy]

After some hideous action earlier this year, Amazon.com is now rebounding 36% from its early April lows. People are remembering that this company still got a ton going for it. But from the resurgence of Amazon Web Services to artificial intelligence improving efficiency to the fact that the company put an excellent set of numbers just two months ago and that is just the tip of the iceberg. Or today I got the chance to speak with Andy Jass. He's the President CEO of Amazon right here at the New York Stock Exchange in a pretty wide ranging discussion. Take a look. And you often talk about a why culture, why we do things, why do we found out offer books, why do we do professional reviewers? We have individual reviewers. What are the big whys that you're looking at right now?

[Jim Cramer]

Oh my gosh. I mean we're constantly looking at everything, every customer experience we have and asking why can't it be better? So despite the fact that we've made so much progress in getting items to customers so much more quickly in our retail business, we keep asking ourselves, why can't it be faster? You know, a couple of years ago most people got items two to three days. Today most of the items get there in a day or less. We're working on drones which we think can get it to customers inside of an hour. So you know, we ask why can't it be so much easier for customers to do AI in the AWS business, every single business is a big number of why.

[Andy Jassy]

Don't be too hard on yourself. I ordered a smart fast charger yesterday at 2 and it came at 4 so you must be doing something pretty good.

[Jim Cramer]

2 hours to.

[Andy Jassy]

How's that possible?

[Jim Cramer]

Well, I mean, we, we have, we have these facilities. They're kind of innovations on our fulfillment network called same day facilities. And they're a different style of fulfillment network with fewer floors. And we stock a couple hundred thousand of the top moving SKUs in that facility and then we hook up delivery direct from that facility. And so we're able to get most items to people in that same day facility within three to five hours. Two hours. Pretty good.

[Andy Jassy]

Now will I see one day a rope bot at my door giving to me so you can cut it down to an hour and 45 minutes?

[Jim Cramer]

Well, you know, first of all, I don't think that you need a robot to be able to cut it down. I think with what we're doing with Prime Air, which is our drones project, which we've made so much progress on the last couple of years, I actually believe we'll be able to get items to people inside of an hour and maybe even as quickly as 30 minutes. I do believe over time, you know, as we continue to expand the use of robotics and our fulfillment network, that we will have robots who will help do delivery and transportation for us.

[Andy Jassy]

So rural is going to use drone, perhaps robot to talk about rule, because that's something you just announced. Those are people who don't have maybe even a brick and mortar within 10 miles.

[Jim Cramer]

Yeah, I mean, if you think about the basic prime experience for most customers in any kind of metropolitan area, they're getting most of their items now in a day or so. And then you look at the rural experience experience. And because we don't have delivery stations and fulfillment centers the same way out in these rural areas, they're getting items in several days, so they don't get the full prime experience that people in metropolitan areas do. And at a time when most logistics providers are walking away from rural customers because it's more expensive to serve them out, you know, in those areas, we are increasing our investment. We just announced a $4 billion investment to build delivery stations and fulfillment centers out there so we can get items to people in a day or two and they can have the prime experience. Everybody else when you do that though.

[Andy Jassy]

Do you think, well, you know what, we're going to lose money on this, but it's the right thing to do. Sometimes I feel like Project Kuipers lose money. Right thing to do or are you going to make money in rural?

[Jim Cramer]

Well, I would say two things. Both what we do with rural and what we do with Project Kuiper, I believe, are significant upfront investments.

[Andy Jassy]

Right.

[Jim Cramer]

But they're both going to be great for, for customers and they'll be good for the business down the road. So on the rural side, what we find is, you know, the faster we're able to get items to customers, the better customer experience they have, the more they'll sign up for Prime. And when customers sign up for prime, it turns out they end up doing a lot of their shopping with Amazon. So you make that big upfront investment to serve rural customers better and it comes back over a longer period of time. Kuiper, which is our low Earth orbit satellite that we're building, remember this 400 to 500 million households around the world who don't have broadband connectivity. So they don't get to do business online or entertainment or shopping or education. And so we, we're building this, this network so they actually have that connectivity and it's going to completely change what's possible for them. Again, it's a really significant upfront capital investment, but it has a lot of the same types of financial characteristics as AWS has, which is its high capital investment intensity. But it has really good return on invested capital. We believe that's going to be great for customers and great friends.

[Andy Jassy]

Why do we keep reading that you're.

[Jim Cramer]

Behind on, on Kuiper? Yeah, well, you know, if you look at the technology, there's really only two companies that, that really are going to have this modern technology that we have with low Earth orbit satellite. One is Starlink, who's been in the market for several years. The other is going to be Kuiper. We just got our first, we're in the process now, of course, launching all of our satellites into space. We just launched our second set of them. We've got 54 satellites up there on our way to actually having enough, hopefully by the end of the year to have a commercial service and a lot more in 26 and 27. And so a lot of people say, why do you want to do this business? And apart from the attractive financial characteristics I mentioned, I think the thing to think about with our technology in this space is in part because we're coming later and the innovation that we have gone through, it's going to be better performance on the up and down link, it's going to be meaningfully more flexible on the antenna side for people, it's going to have lower prices. And then if you think about the three customer segments that Kuiper serves, its consumers, its enterprises and its governments and if you think about Amazon has very strong and broad relationships. Relationships, all three of those customer sets. And we actually think they're going to be pretty excited if you take government enterprise. A lot of them want to take the data from the satellite and move it directly into the cloud. And the tight connection between Kuiper and AWS is going to make that very compelling as well.

[Andy Jassy]

But this makes me think that Amazon is a bit of a nation state. You are. Well, let's think about this. You're dealing with governments, you're dealing with people, you're in their states, you're trying to help them. I mean, in many ways you're either an ambassador or a company that is basically saying, you know what, look, we can make your country better.

[Jim Cramer]

I think that the way that we think about our mission at Amazon is that we exist to make customers lives easier and better every day.

[Andy Jassy]

Every day.

[Jim Cramer]

And a lot of people say, what does retail have to do with us, with advertising, with Prime Video, with Kuiper, with Zeus? The unifying theme and fabric through all those businesses and customer experiences is to make customers lives easier and better every day. And that's true for customers in all those segments, it's true in all those businesses, it's true in every geography. I was just in Europe last week and a little bit of the week before and you know, in the UK we employ 75,000 people full time. I mean, that's one of that. We are one of the biggest employers in the country. And so in each of these countries we view ourselves is trying to make customers lives easier and better for all those customers. And part of being in the fabric of each of those countries.

[Andy Jassy]

Now, how is AI helping that? I know you have a lot of AI momentum, I know that AI is integral to. You wrote an incredible letter just a few, just a week ago, basically two weeks ago, just talking about how people's jobs are going to change, that this is a great thing for customers. You always say that. You never say for Amazon. You, you see great for customers. How is it great?

[Jim Cramer]

You know, I think that AI and general specifically is the most transformative technology of our lifetime, which is saying a lot given that we've had the Internet, we've had mobile, we've had the cloud, but I think it's going to end up being the most transformative technology of our lifetime. And if your mission is to make customers lives easier and better every day, and if you believe that it's going to be the most transformative technology of our life time, you're going to invest very expensively, which is what we're doing. And you can see it everywhere in our consumer businesses. You can look at our, our shopping assistant and Rufus, you can look at the next generation of our personal assistant and Alexa plus, you can look at how it's changing how we forecast in our fulfillment network. You know, very significant gains for us. You can look at how it impacts how you can create advertising or even on Thursday Night Football. And you can, can see what we're doing in the AWS side where, whether it's custom silicon to provide better price, performance or services and make it easy to build models or, or create general applications or coding applications, every single one of our businesses, we're using AI to improve the customer experience.

[Andy Jassy]

Let's talk about Alexa plus. Because I, when I was on Alexa plus, look, I've complained vocally about Alexa and I feel bad about that because I have a conversation, a couple conversations a day. Like I try to get her to play Basic Tobin's first piano concerto and she'll play the fourth because she doesn't understand the album, whatever that. Now, Alexa plus is something I would say. You know, what am I doing at 12? Oh, my God, I have two different appointments at 12. Cancel one. Would you please book me a plane? I mean, are these what I think will happen with Alexa?

[Jim Cramer]

Yeah, I think, you know, Alexa plus, which is the next generation of Alexa. Alexa. And our personal assistant is much more intelligent than the prior generation of.

[Andy Jassy]

Can Alexa plus reason with me instead of argue with me?

[Jim Cramer]

Yeah, it can. I mean, I mean, I actually, Alexa plus helped me pick some horses for the Kentucky Derby.

[Andy Jassy]

Really?

[Jim Cramer]

Yeah. And I asked a lot of questions about wanting somebody that was not a complete long shot, but who had a chance. And she suggested somebody, and I asked her why. And then we had a debate about that, and based on what I said, she changed her opinion. So, you know, with Alexa, much more intelligent, much more capable, and as opposed to most of these chatbots that just answer questions, she takes action. So she can manage your schedule, as you just mentioned, she can play music. She can move music from one device to another device. I can say to her, I have a couple coming over for dinner. Please turn the porch light on, the driveway light on, raise the curtains, increase the temperature 5 degrees, and please, music that we're going to want to hear at dinner that is all done through natural language. And she's just going to keep being able to do more and more for you.

[Andy Jassy]

Let's stay there for a second more with the Jassy after the break.

[Jim Cramer]

Coming up, don't go anywhere. Kramer continues his sit down with Amazon CEO and covers AI and chips, maintaining pricing amid trade tension powering its data center demand and more next. This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab. Join host Keith Landsford for this information packed daily market Preview delivered in 10 minutes or less, including projected stock updates, monetary policy decisions and key results and statistics that may impact your trading. Download the latest episode and [e-mail] Market Update podcast or find Schwab Market Update wherever you get your podcasts.

[Andy Jassy]

Ryan Reynolds here from Mint Mobile.

[Jim Cramer]

With the price of just about everything.

Going up, we thought we'd bring our prices down. So to help us, we brought in a reverse auctioneer, which is apparently a.

[Andy Jassy]

Thing Mint Mobile Unlimited Premium Wireless 3030.

[Jim Cramer]

Better get 30 better get 202020 better.

[Andy Jassy]

Get 2020 better get 15 15, 15 15.

[Jim Cramer]

Just 15 bucks a month.

Sold. Give it a try at mintmobile.com Switch upfront payment of $45 for three month plan equivalent to $15 per month required new customer offer for first three months only. Speed slow after 35 gigabytes of networks busy taxes and fees extra.

[Andy Jassy]

See mint mobile.com before the break, we ran part one of my interview with Amazon.com President CEO Ad Jassy, but we had much, much more material to cover. So let's get right back into it. I'm loving Alexa plus, and I think that Alexa could end up being in a humanoid form. When can I buy a robot from Amazon?

[Jim Cramer]

Well, we've had a consumer robot that we've been offering for a bit, which we started a couple of years ago, but it's still so primitive compared to where it's going to be. I do believe that I think that many, perhaps most consumers will have robots in the home sometime in the next 10 years or so.

[Andy Jassy]

You do?

[Jim Cramer]

I do. And I do believe that. I think 10 years.

[Andy Jassy]

How about three years?

[Jim Cramer]

There'll be more. Okay. I don't know if it'll be most in three years.

[Andy Jassy]

Will they be yours or I'm going to have to get one Tesla.

[Jim Cramer]

I think we're going to keep working on consumer robots. I think you'll see that really great personal assistants like Alexa will be inside these robots and she'll be able to help you quite a bit inside your home.

[Andy Jassy]

All right. Now, July 8th, I intend to engage with Rufus a lot. For three days, I'll get engaged with Rufus. Sometimes Rufus is helpful and sometimes Rufus should link me to what I want to buy. But Rufus is kind of a dead end at times. When can we have Rufus really know us, know what we like?

[Jim Cramer]

Well, I think July 8th, you're referencing Prime Day, which, which actually is four days, 96 hours, double the amount we had last year with millions of deals across every category. It's, I think people are pretty excited, especially at this time where people are still a little worried about what's going to happen with trade and continuing to have lower people.

[Andy Jassy]

I saw Reuters piece today that said that already you have to, you've had to raise prices from China.

[Jim Cramer]

We have and we, fortunately we haven't. We did a lot of forward buying several months ago and then a lot of our sellers, our third party selling partners, forward deployed a lot of inventory to avoid some of the issues with the uncertainty around where tariffs are going to settle. And we have so far not seen prices appreciably go up. I think some of that may be, some of it may be the forward buying and deployment I mentioned. Some of it is we have about 2 million sellers in our marketplace. And so even those that decide they're going to pass on whatever the tariff increase is in the form of price, there's probably going to be a number of sellers who decide they're going to take share and not increase price. So that diversity helps customers in our.

[Andy Jassy]

Marketplace also, I mean, look, you guys are known, I would think you across the street from you, Costco are the two greatest inflation fighters other than say Walmart. But I don't think the government, nor do I think even the American people understand you have rolled your prices many cases on that one. Prime days are going to be like 2018 prices.

[Jim Cramer]

When I look at very significant discounts and not, you know, our stores team, our retail team worked very closely with our third party selling partners because we, you know, we know people are very sensitive about price right now, but we also want to make sure we gave them great deals and items they actually cared about. So I think our customers are going to be very excited July through 11th and it's going to be a good prime day.

[Andy Jassy]

Now, you have a note in your, in your April letter. I just don't have to be as expensive as it is today and won't be in the future. Chips are the biggest culprit. Okay, when I read that, I know you're talking about Nvidia. I know you're developing your own chips, but at the same time, can I make the case that Nvidia actually saves money, that actually does good things, things for You.

[Jim Cramer]

Well, you know, my, my, my comment, that letter isn't about any one company. It's just about if you actually want AI to be as expansive as we all believe it can be and should be, we have to decrease the cost, particularly of inference. And the biggest culprit in the cost today happens to be how expensive the chips have been. So we have a very deep partnership with Nvidia, where their lead partner in every new family of chips they, they launch. I expect we'll be partners for a long time, but we learned this lesson in the CPU space with our partnership with Intel. Our customers always want better price performance. And so we've learned that we are usually going to have to be the ones that provide that better price performance. And so we have this amazing chip design team in Israel called Annapurna. They helped us build a CPU chip that we call Graviton that we're on the fourth version of that's 40% more price performant than the leading x86 processors. And four or five years ago we saw the same trend happening with silicon and AI where we set that team, a separate team in that organization, to go build their own custom silicon AI called training, which we just launched, second version, which is also 30 to 40% more price performing than GPUs. And so we, we consider it not just an opportunity, but really our responsibility to help customers have lower costs and better price performance. Not just on training, but particularly inference. Because the dirty little secret is that while a lot of the expense right now is in training because everyone's trading these models at scale, most of the expense is an inference because you only train periodically and an application of scale is spitting out inferences all the time.

[Andy Jassy]

Okay, now, June 17 note, fewer employees, employers necessarily need it. As we roll out generative AI and agents, as you change the way our work is done, we will need fewer people doing some of the jobs that are being done today and more people doing other types of jobs. Can you be more specific? And also keep in mind, would it be better to go to a community college or better go to a four year college right now in this world?

[Jim Cramer]

Well, that last question I have to think about a little bit. But you know, I think that as we were talking about this technology, this AI technology is going to be the most transformative technology in our lifetime. And I was talking about all the ways that we're using the technology for different customer experiences externally, but it's also going to change the way we work. And you know, if you think about what these agents are going to be able to do. They, they do coding, they do research, they do analytics. You know, they'll do spreadsheets over time, they're going to do anomaly detection, they're going to do localization, as you have, you know, information and content you want in a lot of languages. And so that means it's going to change a lot of these particular job functions. And so when you have really unusual transformative technology like that, you have two choices, two macro choices. You can either lean into it, embrace it, and figure out how to make your customer experience better and shape it, or you can wish it away and then have it happen to you and chase it. And I think that in the history of technology changes, you're better off with the former. And that's what we're going to do. And I think for our, for our teammates, it's going to allow them to invent better customer experiences much more quickly, much more expansively. They won't have to do as much work. And every single person gets to start every task at a more advanced starting spot. And so that's going to make all of our jobs more interesting. And so, yes, like, with every technical transformation, there will be fewer people doing some of the jobs that the technology actually starts to automate. There are going to be other jobs. We're going to hire more people in AI and more people in robotics, and they're going to be other jobs that the technology wants you to go higher. That will hire over time, too.

[Andy Jassy]

Okay, so you need more power for the data centers. $20 billion in Pennsylvania. Is that Brian Olsavsky? Is that right next to Carnegie Mellon? Where are you putting that up?

[Jim Cramer]

Well, that's us.

[Andy Jassy]

Go ahead.

[Jim Cramer]

It's billions, but it's, you know, we, the biggest. We have more demand in our business today than we have supply, even though we are taking down a lot of power and spending a lot of capital expenditure on our AI. And so the biggest constraint of a few constraints really is power. And so wherever we can find high quality, affordable power, that ideally, you know, wherever we can slow carbon, that's where we're going to look to build additional data center clusters. We, you know, Pennsylvania is a recent one. We're really excited about that. Indiana, we've done. Mississippi, we've done. In all those cases, it's a combination of where the power is, the quality and power. And then do we have a partner in particularly in those states who really want the jobs and really want the data centers there?

[Andy Jassy]

Do you have, are there enough people in this country to meet the demand of Amazon in 2030.

[Jim Cramer]

I do think, yes. I mean, yeah, I do. And I mean, we have. We're very fortunate in that people are interested in working at the company because we, you know, we're very customers, customer focused company. We have a pretty significant impact in the world. We operate a very large scale. We like to invent and we have an amazing group of people. And that's true, you know, in a lot of our, what you call corporate jobs. But it's also true in our fulfillment network where, you know, our average starting wage day is over $21 an hour. Full, full health benefits. On day one. We have this program called Career Choice, which it allows anybody in our fulfillment network to be able to get an advanced education or college education as they have. And so it's an unusual set of capabilities. So we have a lot of people who are interested. And then I think over time, what you also see is wherever we can, we use robotics in our fulfillment network to make things even more safe for our teammates. And what we found which has been so interesting in our fulfillment network is that our. Her teammates there actually like working with the robots. They work in tandem together. And so they get to work on things that human beings are better suited to do and the robots get to work on things that maybe are repetitive and save people from injury.

[Andy Jassy]

One last question. Black Friday last year was pretty boring game. Hate to say it don't know. Boring.

[Jim Cramer]

Actually. It was a good game, right? It was Oakland, it was Las Vegas, Kansas City.

[Andy Jassy]

In the end, I didn't think like.

[Jim Cramer]

Two years ago that jets talked.

[Andy Jassy]

That was the worst ever. How about this year? You know, he's playing well.

[Jim Cramer]

Your Eagles are playing the Bears.

[Andy Jassy]

And the Bears, I think, are 12 and 5 team this year. I think it's a good matchup.

[Jim Cramer]

The Bears are going to be better.

[Andy Jassy]

They're going to be good.

[Jim Cramer]

I think that's going to be a very.

[Andy Jassy]

You care about that. You care who's playing that day.

[Jim Cramer]

I'm a Giants fan, so I know you're going to.

[Andy Jassy]

Do you think you'll flex those 14 and 16 games?

[Jim Cramer]

I don't know.

[Andy Jassy]

Thursday on that Washington game.

[Jim Cramer]

It's so hard to know at the beginning of the NFL season because of the parody, who are going to be the good teams and who aren't. So we'll have to wait and see.

[Andy Jassy]

Anyway, I won't hold it to you. You got 21 days ahead. You got to do it, though. That's. I love talking to you, man.

[Jim Cramer]

I. I love talking with you.

[Andy Jassy]

It's Andy Jassy, president CEO of Amazon. Thanks bud. Appreciate it.

[Jim Cramer]

Thank you.

Coming up, no matter if you measure in Fahrenheit or Celsius, Kramer's eyeing a beverage name whose comeback is bringing the heat next.

[Andy Jassy]

Some stories can do it 180 in the blink of an eye. And if you're not doing your homework as an investor, it's very easy to end up on the wrong side of the trade. Take Celsius holdings, the energy drink company. After many years of terrific outperformance, this stock peaked at just under $100 in March of last year. Then it came plummeting back to earth as its sales growth started slowing, finally bottoming at 21 bucks and change earlier this year. Since then though, it's come roaring back and as of today, it's up to 46 bucks. The first cracks in the armor appeared last year when PepsiCo, key distribution partner and part owner, began ordering fewer shipments as they work through their existing energy drink inventory. The PepsiCo deal had been a huge source of upside for Celsius. So when PEP steadily pulled back over the course of last year, the stock repeatedly got hammered. Keep in mind the stock caught fire on the way up, in large part because PepsiCo invested from 550 million Celsius back in August of 2022, good enough for a roughly 8.5% stake. It's part of a long term distribution agreement. This was all the way back when the Stock traded below $30 and the announcement is enough to send the stock up 11% in a single day. Investors were banking on this relationship, expanding distribution points for Celsius with the added possibility of maybe a full takeover. And that's what made these inventory adjustments from PepsiCo such a huge negative. The stock, at the same time the entire energy drink category as a whole started to cool. Plus, Celsius had always dominated the sugar free energy drink space. But some heavy hitters like Red Bull started competing more aggressive for that sugar free market share. Eventually, the Stock bottomed to 21 bucks and change this February, down nearly 80% from its highs. But since then, Celsius is indeed caught fire again. And if you were gutsy enough to pull the trigger down at the February February loyals, well guess what, you're up up 120%. So how did Celsius get its mojo back? And more importantly, can it keep that mojo going? First, when the company reported in February delivered some excellent numbers and more importantly, it agreed to buy an alpha called Aulani New. That's a fast growing energy drink competitor for 1.8 billion in cash to stock now this is a better for you lifestyle brand that was already making a name for itself as the fourth largest energy drink by market share in the United States. Wildly impressive for a company has only found that a couple of years ago. Now Alani new put up 600 million in revenues last year, up from 272 million two years before. As a result, the combined entities expect to have annual revenues north of 2 billion after the deal closes. Madison believes this deal will be additive to earnings in the first year and sees an opportunity to rack up 50 million in synergies in the first two years. Magent also noted that together Celsius and a Lonnie New accounted for about 50% 50 of the total of total growth in the energy drink category last year. And because Celsius has a much larger distribution network than a lot of new integrated two brands should generate some explosive growth. While the Alani New acquisition provided some much needed optimism for shareholders, it was widely expected that the next quarter would be a challenge because Celsius had very difficult comparisons. So when the company reported in May, nobody was surprised that they posted a top and bottom line miss. Nobody really cared either, though. Instead, investors focused on more positive developments, like the fact that the newly acquired Aulani new business is continuing to build momentum. Retail sales for Alani News surged 88% year over year, pushing the brand US market share to 5.3%, up 221 basis points from the previous year. That's incredible. Management also highlighted several positives the remainder of the year, for example. Celsius is now beginning to lap the challenges that dragged its stock down in 2024, setting up for easier comparisons down the road. The stock fell apart in the spring of last year in part because it was up against tough comparisons. Now the comparisons are about to get much, much easier. With a stock like this, that matters big time. Management also expressed confidence about future shelf space gains driven by a slate of new products, including new flavors like Playa Play a Vibe, Retro Vibe, Mango Lemonade. Celsius also expanded to 1800 Home Depot locations, rolling out into 18,000 subway locations nationwide has a lot of point of distribution. Plus, it doesn't hurt that when Celsius reported in early May, even though their sales earnings came in light, their gross margins hit a record 52.3%. I think that signaled an easy, easier competition. While the company's North American sales were more muted because of some timing issues, international sales continue the impressive growth up over 40% last quarter handily beating expectations. Now, International is currently just a stable small percentage of total revenue. But energy drinks are huge overseas, which tells me that Celsius still has a ton of room to grow outside of North America. How about those adverse effects from that PepsiCo inventory adjustment that crushed the stock last year? In the last quarter those came in better than feared. Another win for the Bulls. Since that earnings report in May, analysts have been turning more positive on Celsius. In part that's because the quarter was encouraging. But it's also the case that in the nearly two months since then, scanner data has been incrementally positive for Celsius. And a lot of new. These scanner trends have improved to flat levels from the high single digit declines that companies experiencing back in February. And given the Celsius phases, easier comparisons the year progresses. The analysts are confident that things will continue to improve with Celsius. Okay, Celsius expense trades at 57 times this year's earnings. But historically, believe it or not, that's a lot cheaper than it used to be. Over the past three years, the average forward price 30s multiple for this stock has been closer to 89 times earnings. Let me give you the bottom line here. While Celsius may be a momentum name, the comparisons are about to get much easier. The standard trends have already improved and I think a Lonnie new acquisition, it could be a huge positive. So I wouldn't be surprised if the stock could keep running. Although if you don't own it yet, you might want to wait for a pullback before you pull the trigger. Net money's back after the.

[Jim Cramer]

Coming up Kramer takes your calls and the sky's the limit. It's a fast fire lightning round.

[Andy Jassy]

Next it is time to talk to the white rap cross soda. Bye bye bye thumb snippers. We have live playing the spirit and then the lightning round is over. Are you ready Ski dad to have a light rail occasion? Might start with Alan in Florida. Allen, Jimmy, chill.

[Jim Cramer]

Thank you for the best investment on Wall Street. That's your investors club.

[Andy Jassy]

Oh, thank you. Yeah, we. I wish I had Jeff this morning. I'm not that good at it. But oh my. I think we're working pretty darn hard. How can I help you? Jimmy, I need you to listen carefully.

[Jim Cramer]

Hopefully this is a very important question.

[Andy Jassy]

Very important.

[Jim Cramer]

All the big boys are going nuclear. Meta, Google, Amazon, Constellation, the State of New York, the World Bank Plancare, Trump's.

[Andy Jassy]

Executive order say speed up domestic nuclear supply chain now.

[Jim Cramer]

But Jimmy, Jimmy, here is the question. Where Jimmy, Where Jimmy Where.

Where.

Where will the uranium come from?

[Andy Jassy]

Where is the. Well, I'll tell you where it's going to come from. It's going to come from a uranium company. Do we know what stock you're asking about? Well, any uranium companies, any one of them is going to work. Okay. I'm blessing them all. I believe in nuke. Buy anything uranium. Let's go to Joanne in Florida. Joanne. Joanne. My accent. I hate it. All right. I'm sorry about my accent, Julian. I hate heated. Why? Why? Because it just sounds so awful, Joanne. I can't guess. I got to say, I'm from Bustle Avenue or something. I can't stand it. All right, well, thank you. Thank you, thank you. What? No, you're just fantastic.

[Jim Cramer]

I love how you teach financial literacy.

[Andy Jassy]

Especially to our younger generations. That's what I'm trying to do. I can tell. I can tell, and it's fantastic. Stink. I'll watch your show every night or.

[Jim Cramer]

I'll record it if I don't watch it.

Thank you.

[Andy Jassy]

And I'm a club member, and I have watched you for years. All right, now give me a stock then. Okay. The stock is Rio Tinto. Big yield. I believe in the minerals. I think you're fine. And thank you for those kind comments. That was terrific. Jeffrey in Texas. Jeffrey.

[Jim Cramer]

Jeffrey from Texas.

[Andy Jassy]

Booyah. Good.

[Jim Cramer]

Yeah.

[Andy Jassy]

I got a. Got a question.

[Jim Cramer]

What are your thoughts on tgtx?

[Andy Jassy]

I remember when Mike Weiss was an analyst. I always loved the men. I love him now. I think you should buy the stock and that, ladies and gentlemen, of the Lightning Round.

[Jim Cramer]

The Lightning Round is sponsored by Charles Schwab. Coming up, the latest action in the IPO market has investors running in circles. Kramer breaks down the major run higher in the recent public offering from a crypto name next.

Booyah, Jim.

[Andy Jassy]

Your integrity makes you the Booyah saint of Wall Street.

[Jim Cramer]

Booyah, Jimmy chill.

[Andy Jassy]

Booyah, Jimmy chill. Booyah, Jim. Quadruple. That's a lot of booyah. Some of these stocks that have recently come public have gotten so hot that it's hard to get your head around. Take Circle Internet Group. Here's a company that makes it easy to buy cryptocurrencies. It came public at $31 a share. It's profitable, which is good. It has a reliable product known as Stablecoin that's backed up by cash in U.S. treasuries, which makes it totally safe, as opposed to other stablecoins like tether of dubious origins. And we learned that it's going to be applying to be a national Trust Bank. It made sense for JP Morgan, the principal underwriter, to price the circle deal at $31 because the company made money. But it is nothing proprietary. Any number of banks can create a stablecoin, so you can't get too excited about it. But that's exactly what's happening. The stock opened at $69. It never looked back. It's down 181. And change, of course, struggles current price crazy. It can't be justified by the imagination. Don't take it from me. Take it from the firm that bought it public, J.P. morgan. Today, in the first day of Wall street coverage, JP Morgan initiated its coverage on Circle with an underweight rating. That's a sell. Saying the stock's valuation has been, quote, pushed outside our comfort zone. End quote. They're using an $80 price target, and that's already factored in a nice premium for investor enthusiasm. Goldman Sachs was a tad more backhanded. Initiated coverage on Circle with a neutral rating. But Goldman choosing an 83. $3 price target. This is $181 stock, for Heaven's sake. That seems more negative than neutral. We have to ask ourselves what is happening here? Well, we know that the market's exuberant about anything crypto. There are buyers of stocks that aren't all that seasoned. People who simply like something that's in the wheelhouse. They don't care about price range multiples. They care about how Wall Street's wrongly writing off what they see as a great opportunity. They're not thinking about potential competition. They're thinking about the scarcity validated in crypto. They don't understand the Circle stock is run like this in large part because only 50 million shares of the 200 million shares issued are free to trade. They think they may have another core wave on their hands. That's a Data center play. That is 3 and 61 million shares. Only 46 million are free to trade. When there are so few shares, it's very easy for buyers to annihilate the short sellers who bet against these stocks. And there are plenty of short sellers here. Considerable short. For instance in Corway, 31% of the float. That's kind of reminiscent of the old GameStop in a meme stock heyday. I'm sure the bulls are thinking the same thing can happen with Circle. I do not want to pass judgment on the buyers. They think they have something going and it will last until more stock is free to trade. Right now I'm troubled by these moves, but not overly concerned. Core weave is too high, but initially came public too low because it was a nasty time in the market. Circle is too high, but at least it's profitable. Let's not kid around. Right now, these two are in rarefied territory. Rarefied territory doesn't last. We might be early. Still, it's worth watching. It only takes a few of these to recognize that things are getting a little dangerous. For now, buyers are shooting short sellers like fish in a barrel, but once the lockup on insider selling expires, the shorts can start shooting back. It's not Gamestop. It'll be a very fair fight. I like to say. There's always a bull market somewhere. I promise I'd find just for you right here on Mad Money. I'm Jim Cramer. I'll see you tomorrow.

[Jim Cramer]

All opinions expressed by Jim Cramer on this podcast are solely Kramer's opinions and do not reflect the opinions of cnbc, NBC Universal or their parent company 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 Imagine what's possible in your business career when learning doesn't get in the way of life. At Capella University. Our game changing flexpath learning format is available in select business programs and lets you learn at a time and pace that works for you. That means you don't have to put your life on hold while earning your business degree. Instead, enjoy learning your way and earn your degree without missing a beat. A different future is closer than you think with Capella University. Learn more at Capella Eduardo.