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.

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.

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.

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

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.

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.

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.

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]

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