Mad Money w/ Jim Cramer – Episode Summary (June 5, 2025)

Overview In the June 5, 2025 episode of "Mad Money" hosted by Jim Cramer on CNBC, Cramer delves into the intricacies of the stock market, focusing on the current 52-week high list, standout performances in various sectors, and in-depth analyses of specific companies. The episode also features listener calls, offering personalized investment advice, and a critical review of the consumer packaged goods (CPG) sector. Below is a detailed summary capturing all key discussions, insights, and conclusions from the episode.

Market Recap Jim Cramer opens the episode by analyzing the day's market movements, noting a significant dip across major indices.

• Market Decline: "On a day when The Dow slipped 108 points, S&P declined 0.52% and the Nasdaq lost 0.83%, most of that decline occurred in the second half of a tumultuous session," Cramer explains ([00:59]).

Cramer emphasizes interpreting these movements to make informed personal investment decisions.

52-Week High List Analysis Cramer shifts focus to the 52-week high list, offering insights into prevailing market themes and identifying stocks with staying power despite current market volatility.

• Absence of Tech Stocks: "It's probably not that surprising. There's no real tech on the 52-week high list these days," Cramer observes ([03:00]). He attributes this trend to ongoing geopolitical tensions, particularly between the U.S. and China, affecting supply chains and manufacturing within the tech sector.

• Geopolitical Impact: "President Trump had what he called a successful call with President Xi and they talked about getting together. We heard that rare earth minerals were discussed, something China has a near monopoly on," Cramer notes ([03:15]).

• Featured Stocks:

  • Broadcom: Only significant tech stock making the list, praised for beating earnings estimates. "It's up 12% for the year," Cramer states ([04:05]).
  • Seagate: Transitioned from a commodity tech play to an AI-driven data center component. "What a comeback," he remarks ([04:45]).
  • Zscaler: A cybersecurity leader exceeding earnings estimates. Cramer expresses personal investment constraints due to diversification rules.
  • Johnson Controls: Essential for data center cooling systems, highlighting its strategic importance ([05:00]).
  • CoreWeave: Described as a meme stock with volatile performance ([05:10]).
  • Microsoft and Netflix: Both featured prominently, with Netflix praised for its subscription model and strong content slate.
  • Cintas, Visa, Capital One, DoorDash, eBay: All mentioned for their robust performances and strategic positions within their respective industries.
  • Roadblocks and Mosaic: Niche stocks with unique market positions, the former in gaming and the latter in fertilizers.
  • GE Aerospace and Axon: Recognized for strong cash flow and technological advancements.

Cramer concludes that the 52-week high list is an eclectic mix, predominantly U.S.-focused, reflecting current trade dynamics and economic conditions.

Deep Dive: Axon Enterprise A significant portion of the episode is dedicated to Axon Enterprise, formerly known as Taser Natural, showcasing its transformation and growth.

• Stock Performance: "The stock is up almost 180% over the past 12 months alone," Cramer highlights ([13:58]).

• Technological Advancements: Axon's integration of AI in drone technology for law enforcement, enhancing public safety while preserving privacy through partnerships like that with Ring.

• Interview with CEO Rick Smith:

  • Vision and Growth: Rick Smith discusses Axon's commitment to reducing violence through technological solutions, emphasizing their role in countering malicious drone activities ([14:45]-[16:23]).
  • Operational Excellence: "We've turned our balance sheet around, and our products are in high demand," Smith asserts ([16:49]).
  • Future Innovations: Plans to incorporate AI for autonomous drone missions, enhancing real-time data processing and threat detection.

Cramer praises Axon's strategic direction and leadership, indicating strong future growth prospects.

Deep Dive: Boeing's Comeback Cramer extensively analyzes Boeing's recent resurgence, attributing its stock surge to strategic business maneuvers and market conditions.

• Stock Surge: "Boeing's stock surge from $128 to $209 is a stunning 62% gain," Cramer notes ([23:07]).

• Financial Health:

  • Balance Sheet Improvements: "Last fall, they raised net proceeds of $21 billion... to pay down debt and focus on the core business of making aircraft," he explains ([24:00]).
  • Production Ramp-Up: Increased production rates for 737 Max and Dreamliner models, aligning with FAA mandates and market demand.

• Market Demand and Trade Relations:

  • Trade War Influence: Significant orders from international airlines influenced by U.S. trade policies. For instance, Qatar Airways' historic order for 210 wide-body aircraft, including 130 Dreamliners, as a direct outcome of trade negotiations ([26:00]).
  • Chinese Market Reentry: "China dropped the Boeing ban in early May, allowing deliveries to resume," Cramer highlights ([27:30]).

• Analyst Endorsements: Bernstein's aerospace and defense sector analyst group named Boeing their top pick, reinforcing the company's promising trajectory ([28:00]).

Cramer remains bullish on Boeing, anticipating continued growth and potential stock appreciation, despite past setbacks.

Audience Calls The episode features several listener interactions, providing personalized stock advice and addressing specific investment queries.

1. Rich from Florida (09:55-10:15):

   • Dutch Bros Investment: Rich reports doubling his investment based on Cramer's recommendation and seeks advice on re-entering the position.
   • Cramer's Response: Suggests buying on a dip, recommending a 5% pullback before reinvesting.

2. Ann from Indiana (10:15-11:30):

   • ServiceNow Inquiry: Ann seeks advice on investing in ServiceNow.
   • Cramer's Recommendation: Enthusiastically endorses ServiceNow, praising its AI integration and strategic initiatives, citing strong leadership under CEO Bill McDermott ([10:17]-[11:30]).

3. Other Calls:

   • Generic Generate: A listener promotes the company, but Cramer remains critical due to tariff-related challenges, advising caution ([30:08]-[31:00]).
   • John from Florida (31:00-32:00): Discusses investing in the cruise industry, particularly Royal Caribbean vs. Carnival.
   • Additional Rapid-Fire Questions: Covering stocks like Lexus Nexus, Altria, Lincoln Financial Group, and Ehang, with Cramer providing varied opinions based on sector performance and geopolitical factors.

Deep Dive: Consumer Packaged Goods (CPG) Sector Analysis Cramer offers a critical assessment of the CPG sector, highlighting struggles even for industry giants.

• Procter & Gamble (P&G):

  • Job Cuts: "Procter and Gamble plans to cut 7,000 jobs over two years," Cramer reports, expressing frustration over the market's negative reaction despite cost-cutting measures. ([43:01]-[44:15]).
  • Market Reaction: The stock fails to rally post-announcement, indicating market skepticism.

• Kimberly Clark:

  • Divestiture: Sold 51% of its global Kleenex and tissue division to a Brazilian supplier for $1.73 billion to focus on more profitable segments like diapers ([44:20]-[45:00]).
  • Stock Response: Despite strategic moves, the stock declined by over 2%, reflecting investor apprehension.

• Brown-Forman:

  • Poor Performance: Reports a significant quarter with Jack Daniels and tequila lines declining by 13% each ([45:15]-[46:50]).
  • Leadership Challenges: CEO Lawson Whitey acknowledges structural issues and changing consumer preferences but remains optimistic about spirits gaining market share over beer and wine.

• Cramer's Perspective:

  • Market Aversion: "I pity the packaged good companies that rely on the consumer for a living because they can't seem to do anything right these days," Cramer laments ([43:01]-[46:00]).
  • Investor Strategy: Despite sector struggles, Cramer maintains optimism for individual stocks that demonstrate growth and resilience, urging investors to seek out opportunities within the broader market landscape.

Key Quotes and Insights

1. On Market Interpretation:

   • "You can make your own judgments. Let's use yesterday's list. It's more informative and shows you some real themes that I think have staying power despite today's ugly action." ([02:30])

2. On Technology Sector Challenges:

   • "Tech came apart as quickly as it came together because without a deal with China, the group could remain under pressure for some Time." ([04:10])

3. On Axon's Mission:

   • "We envision a society where violence and crime rarely occur because it's simply so unappealing and so well deterred." ([15:44])

4. On Boeing's Strategic Moves:

   • "With a cleaned up balance sheet, rapidly improving results, and the prospect of the President, the United States becoming the world's number one aircraft salesman as part of these trade negotiations, I think Boeing's got a bright future." ([27:00])

5. On Consumer Packaged Goods:

   • "I pity the packaged good companies that rely on the consumer for a living because they can't seem to do anything right these days." ([43:01])

Conclusion Jim Cramer's June 5, 2025 episode of "Mad Money" provides a comprehensive analysis of current market trends, spotlighting the resilience of certain sectors amidst geopolitical tensions and economic fluctuations. His optimistic outlook on companies like Axon Enterprise and Boeing contrasts with his critical stance on the struggling consumer packaged goods sector. Through detailed stock analyses and engaging listener interactions, Cramer offers valuable insights for investors navigating the complex landscape of Wall Street. The episode underscores the importance of strategic investment decisions based on thorough market and company-specific evaluations.