Today's consumer spending rally couldn't come at a better time, says Jim Cramer
December 19, 2025 • 2m 10s
Jim Cramer (Host of Mad Money)
00:00.350
the
consumer
calvary
got
here
just
in
time
to
give
us
what
looks
to
be
the
beginning
of
a
santa
claus
rally
Jim Cramer (Host of Mad Money)
00:06.750
that's
the
only
way
to
describe
what
it
worked
today
everything
involving
consumer
spending
couldn't
come
at
a
better
time
because
techs
been
faltering
Jim Cramer (Host of Mad Money)
00:13.710
we
needed
something
big
to
replace
it
even
as
you
couldn't
tell
from
the
averages
dow
basing
sixty
six
points
just
to
be
jumping
point
seven
nine
percent
but
the
tech
laid
nasdaq
surging
one
point
three
eight
percent
Jim Cramer (Host of Mad Money)
00:24.670
let
me
set
the
scene
for
most
of
the
year
we've
had
a
whoa
is
the
narrative
consumer
right
i
mean
oh
consumer
doing
so
poorly
Jim Cramer (Host of Mad Money)
00:32.430
higher
unemployment
true
inflation
kept
the
consumer
on
the
sidelines
we
kept
thinking
that
they
were
just
decelerating
Jim Cramer (Host of Mad Money)
00:39.670
retailers
pretty
awful
except
for
walmart
which
powered
through
everything
as
CEO
doug
mcmillon
moved
to
keep
prices
low
Jim Cramer (Host of Mad Money)
00:46.670
his
own
one
man
war
against
inflation
a
war
i
think
he
may
have
won
before
he's
retired
Jim Cramer (Host of Mad Money)
00:53.550
we
didn't
see
the
weakness
in
the
averages
though
even
though
the
consumer
represents
two
thirds
the
economy
because
it
was
masked
by
the
incredible
run
in
technology
led
by
nvidia
but
followed
by
apple
microsoft
meta
tesla
and
most
importantly
alphabet
Jim Cramer (Host of Mad Money)
01:06.710
behind
the
scenes
lurked
open
AI
the
creative
chat
which
along
with
oracle
have
been
huge
drivers
of
the
burgeoning
tech
spend
Jim Cramer (Host of Mad Money)
01:13.910
for
most
of
twenty
twenty
five
those
are
the
stocks
that
drove
the
market
higher
and
that
was
the
narrative
we
love
Jim Cramer (Host of Mad Money)
01:20.230
lately
those
skeptics
have
begun
to
challenge
the
notion
of
unlimited
data
spending
Jim Cramer (Host of Mad Money)
01:24.550
or
oracle
raised
a
huge
amount
of
money
in
the
bond
market
eighteen
billion
dollars
but
there's
now
belief
in
the
market
that
oracle
may
not
somehow
be
money
good
for
the
financing
of
this
massive
data
center
build
Jim Cramer (Host of Mad Money)
01:34.110
out
something
it's
doing
largely
on
behalf
of
open
AI
that's
the
private
Jim Cramer (Host of Mad Money)
01:38.310
company
you
can
tell
because
people
have
been
buying
credit
default
swaps
on
oracle
stand
like
crazy
now
i
do
find
that
somewhat
worrisome
i
admit
it
? (Voiceover Narrator)
01:46.990
don't
miss
a
second
of
mad
money
follow
at
jim
cramer
on
X
have
a
question
tweet
kramer
hashtag
mad
mentions
send
him
an
email
to
mad
money
at
CNBC
dot
com
or
give
us
a
call
at
one
eight
hundred
seven
four
three
CNBC
miss
? (Voiceover Narrator)
02:03.190
something
head
to
mad
money
dot
CNBC
dot
com
Autoscroll