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W're starting to see deals, they aren't getting enough attention from the market, says Jim Cramer

CNBC Television • 1:42 minutes • Published 2025-07-14 • YouTube

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🎥 W're starting to see deals, they aren't getting enough attention from the market, says Jim Cramer

⏱️ Duration: 1:42
🔗 Watch on YouTube

Overview

This video, hosted by Jim Cramer, discusses the early signs of a potential
mergers and acquisitions (M&A) boom in the stock market that has gone largely
unnoticed by the media and investors. Cramer argues that these emerging deals
are positive indicators for the market, despite negative news such as tariffs
and recent pessimism from analysts.

Main Topics Covered

  • Early signs of an M&A (mergers and acquisitions) boom
  • Market reactions to recent negative tariff news
  • Discrepancies between institutional and individual investor behavior
  • Media and analyst attitudes toward current market conditions
  • The impact of recent deals on the broader stock market

Key Takeaways & Insights

  • Emerging M&A Activity: There are several important but underappreciated M&A deals starting to appear, which Cramer believes signal the start of a broader trend.
  • Market Resilience: Despite negative news, such as aggressive tariffs, the market rebounded, with the Dow and Nasdaq both closing higher after opening down.
  • Misguided Analyst Sentiment: Some analysts, like those downgrading Goldman Sachs, are too pessimistic given the positive signals from M&A activity.
  • Investor Behavior Split: Institutional investors are generally selling, while individual investors are buying aggressively, seemingly undeterred by tariff-related worries.
  • Missed Opportunities: Those who sold stocks after the "Liberation Day" announcements missed out on significant gains.

Actionable Strategies

  • Don’t Overreact to Negative Headlines: Avoid making investment decisions based solely on short-term negative news like tariffs.
  • Watch for M&A Trends: Pay attention to emerging mergers and acquisitions as a positive indicator for the market's future direction.
  • Avoid Herd Mentality: Don't blindly follow institutional moves or analyst downgrades; consider the bigger picture and underlying trends.

Specific Details & Examples

  • Market Performance: The Dow closed up 88 points (an advance of 0.14%), and the Nasdaq gained 0.27% after an initially poor start.
  • Goldman Sachs Downgrade: Cramer cites an example of misguided negativity with a downgrade of Goldman Sachs, a major player in deal-making.
  • Tariff Concerns: Despite widespread worries about negative impacts from new tariffs announced over the weekend, the market displayed unexpected strength.

Warnings & Common Mistakes

  • Shortsightedness: Selling stocks in response to negative news or after major announcements (like "Liberation Day") can cause investors to miss out on rebounds and gains.
  • Ignoring M&A Signals: Dismissing the significance of new deal activity can lead to overlooking early signs of a market upswing.

Resources & Next Steps

  • Contact Jim Cramer: Viewers are encouraged to call 1-800-703-CNBC or tweet @JimCramer for further advice or questions.
  • Stay Informed: Continue monitoring financial news for updates on M&A activity and broader market trends, especially as earnings season approaches.

📝 Transcript (54 entries):

educate you. So call me at one 800 703 CNBC or tweet me JimCramer. They don't start big but we're beginning to see deals important ones. And they aren't getting enough attention from the market or from the media for that matter. If anything on the eve of the unofficial start to earnings season they're being dismissed. And that's just plain stupid. I even saw a downgrade today of Goldman Sachs, the principal deal house, and I almost have to laugh about how wrongheaded that is. Sell, sell, sell. Oh, and let's not forget these mergers aren't just good news for the investment banks. They're good news for the entire stock market, which may be sensing something because we started the day down big and then rebounded with the Dow closing up 88 points. This would be advancing 0.1 4% and the Nasdaq gaining 0.2 7%. You know what. It's actually a stupendous comeback, especially in light of some of the incredibly aggressive, some would say negative tariff news from the president this weekend. Everywhere I went, people said, oh boy, I guess the market's going to be down big on Monday. I said, no, not so fast. Regular viewers know that. I think we have two markets here, big institutional investors. They've generally been selling, but individual investors have been buying stocks hand over fist. I don't think they seem to care about the tariffs. They know that everybody sold after the Liberation Day announcements. And anyone who did, they turn out to be a big mistake. They missed a big move. But don't be so shortsighted. We're seeing the beginnings of an M&A boom here, even as it may not feel like i.