Mad Money w/ Jim Cramer 9/15/26

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Jim Cramer (1:02)

My mission is simple, to make you money.

I'm here to level the playing field for all investors. There's always a boom working somewhere, and I promise to help you find it. Mad Money starts now.

Jim Cramer (1:18)

Hey, I'm Cramer. Welcome to Mad Money, coming to you from Dreamforce in San Francisco. Other people make friends. I'm just trying to make a little bit of money. My job is not just to entertain, but to do some teaching, so call me.

1-800-743-760-Tweet at Jim Cramer.

After another day where oil prices surged, bomb yields, they took off again, stocks, of course, got hammered with the Dow, tumbling 328 points, S&P seeking .45%, and the NASDAQ losing .78%. We're witnessing a tug of war. It's a tug of war over AI, anthropic and open AI. The two private kingpins want a slow development of AI, but the rest of the food chain wants to keep building at a fast clip. Fortunately, we're in San Francisco this week so we can figure out things. Maybe a compromise could be in order, no matter, but plenty of money will be spent on technology. No slowdown there, despite what many people in Wall Street think. There's a reason I've been coming to Dreamforce for more than a decade. For a few days every year, this, this becomes the center of the universe, bringing together the people who are building the future and the company spending billions to make it happen. Billions that you want a piece of it. Today was no exception. We got a very special show for you tonight. I can't believe myself. You're going to hear from Salesforce CEO Mark Benioff, fresh off the Dreamforce keynote. You're going to hear from Sarah Fryer, CFO of OpenAI. But first, NVIDIA's CEO Jensen Long. How can we not? Take a look.

Jensen, this is a treat. Didn't even know you'd be here, but I guess you wouldn't miss it for the world.

Jensen Huang (2:54)

It's incredible. This is the world's epicenter of selling.

Jim Cramer (3:01)

Yes.

Jensen Huang (3:02)

Commerce.

Jim Cramer (3:02)

Why not?

Jensen Huang (3:03)

You know, creating opportunities for the world.

Jim Cramer (3:07)

Before I saw you, I went to my trust and state's lawyer and I said, look, if I know I'm going to die in 2030, are there some things I can do to help my kids?

You questioned that. Are we all going to die in 2030? Maybe it won't matter.

Jensen Huang (3:20)

We're not going to die in 2030 There are so many people in the world who are going to build AI properly.

We're going to have all kinds of guardrails, invent all kinds of technology for safety and security. All of that is happening around the world. It's not just two companies building things. There are thousands of companies building things. And so we're going to create AI that's incredibly useful, it's going to be incredibly helpful, and it will be incredibly safe. We could have all of that at the same time.

Jim Cramer (3:50)

Because it's an engineering problem.

Jensen Huang (3:52)

Safety is an engineering problem. Testing is an engineering problem. We should create products and properly test them. And if they're not ready to be released, just hold on to it and keep testing it and keep engineering until it's ready.

Jim Cramer (4:06)

I know it sounds like common sense.

I'm a believer. Now, you told me two years ago that companies would be able to buy something from you and make four times what they thought. That was conservative as usual, right? You were underpromising, because they're making money right now. They just don't like to talk about it.

Jensen Huang (4:23)

Well, the part that's really incredible is that in the last six months, AI became super useful. And because it's super useful, people are building these compute systems, NVIDIA AI factories, like crazy.