The consumer comeback has ignited anything related to discretionary spending, says Cramer
December 20, 2025 • 2m 33s
Jim Cramer (Host of Mad Money)
00:00.310
after
an
agonizing
period
where
wall
street
decided
it
was
done
with
one
of
the
greatest
growth
stories
in
history
artificial
intelligence
and
everything
attached
to
it
today
we
got
a
reprieve
maybe
even
a
second
wind
that
showered
money
on
the
cohort
for
those
of
us
with
Jim Cramer (Host of Mad Money)
00:23.080
positions
that
rely
on
the
AI
data
center
built
out
like
my
travel
trust
do
you
know
that
this
is
one
of
the
best
days
of
the
year
although
that
wasn't
fully
reflected
the
averages
dow
advancing
only
a
hundred
and
eighty
three
points
this
beginning
one
point
getting
point
at
Jim Cramer (Host of Mad Money)
00:35.640
eight
percent
but
the
nasdaq
did
jump
one
point
three
one
percent
i
gotta
say
too
there's
a
real
relief
because
owning
the
AI
stocks
has
been
a
very
rough
ride
lately
first
we
now
realize
that
there
may
be
not
enough
money
to
to
go
around
and
keep
the
data
center
build
outgoing
Jim Cramer (Host of Mad Money)
00:57.830
lately
we
found
real
obstacles
to
building
these
everything
from
a
shortage
of
workers
lack
of
materials
not
enough
power
to
the
fact
that
the
stock
market
is
now
punishing
the
hyperscalers
for
their
ambitious
expansion
plans
that
were
once
lauded
on
wall
street
these
companies
Jim Cramer (Host of Mad Money)
01:14.710
keep
spending
fortunes
to
keep
up
with
each
other
and
wall
street
can't
take
it
anymore
at
the
same
time
the
AI
team
lost
this
last
year
did
it
buyers
moved
on
to
other
more
exciting
areas
that
consumers
resurgence
out
of
nowhere
that's
an
exciting
story
for
example
it's
ignited
Jim Cramer (Host of Mad Money)
01:31.030
retail
anything
connected
to
discretionary
spending
and
that's
what
joe
say
the
stock
of
carnival
cruise
almost
ten
points
higher
today
on
greater
numbers
that
it
released
just
this
morning
and
also
by
the
way
they
reinstated
the
dividend
i've
always
been
partial
to
to
cruise
Jim Cramer (Host of Mad Money)
01:46.870
lines
because
they're
so
inexpensive
and
carnival
corp
that
offers
a
real
bargain
that's
reasons
why
is
this
stock
is
exciting
to
people
meanwhile
there
are
plenty
of
IPO
's
and
acquisitions
which
have
caused
furious
buying
of
the
bank
stocks
we
saw
very
positive
article
about
Jim Cramer (Host of Mad Money)
02:00.430
wells
fargo
in
the
journal
goldman
sachs
up
fifty
six
percent
for
the
year
now
clips
most
of
the
performance
of
the
magnificent
seven
? (Announcer)
02:09.310
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