Mad Money 07/13/26 | Audio Only

Summary

Jim Cramer discusses how rising oil prices from Iran tensions create knee-jerk winners in refiners, chemicals, fertilizers, and dollar stores, but he recommends rotating back into beaten-down technology. He endorses Apple, Palantir, and the Bending Spoons IPO with caution, monitors Nvidia and Alphabet for specific catalysts, and features Anna Botín's bullish case for Banco Santander. In the lightning round he calls Endlight a speculative buy, and he suggests buying aerospace stocks if oil fears prove temporary.

• Oil spike from Iran shutting the Persian Gulf sparks Pavlovian trades: refiners (Valero favorite), Dow, Mosaic, and dollar stores.
• Cramer urges not to chase those long-term and instead rotate into technology, which he views as robust and near a buying zone.
• Apple is a long-term hold, own-it-don't-trade-it, as carriers absorb tariff costs and AI lawsuit risk fades.
• Palantir gets a strong buy endorsement for its profitability, growth, and cash flow.
• Nvidia needs a much larger, more aggressive buyback to go higher; it's a watch item.
• Alphabet could surge if Waymo self-driving unit is spun off, revealing its undervaluation.
• The Bending Spoons IPO is intriguing but Cramer suggests starting a small position while leaving room to buy more on an expected pullback.
• Banco Santander is a top global bank with strong growth, the Webster acquisition, and AI-driven self-help, targeting 20% RO.
• In the lightning round, Endlight (LASER) is called a speculative buy.
• Aerospace stocks may get hammered on oil fears but are the best group to buy by Thursday for a rebound.