Ideas
Buy memory chip leader Micron.
Micron is a leading memory chip maker and a glorious high-bandwidth play, positioned to benefit from AI data center demand. Cramer says he's liked it for ages and recommends owning it over other memory names.
JNJ AAA pharma innovator, undervalued.
Johnson & Johnson has a AAA balance sheet and is no longer just a consumer company; it's a pharmaceutical innovator that invents life-saving drugs practically every month. The stock is cheap relative to tech and offers diversification.
3M turnaround, data center optical growth.
3M is undergoing a remarkable turnaround under CEO Bill Brown. Organic growth is back (5.4%, best in 5 years), margins are up 500bp, the innovation pipeline is accelerating (350 new products this year), and the new optical fiber connectivity technology certified by Microsoft for Azure data centers offers big growth. PFAS legal issues are largely resolved. Cramer says the stock is not only back but will get better.
CVS unique drugstore-insurer combo.
CVS is the only real drugstore left and also owns Aetna health insurance, giving it two ways to win. It's a diversified, cheap, non-tech stock.
Buy cheap bank stocks for tech exposure.
Large bank stocks like Goldman Sachs, Wells Fargo, and BNY Mellon are trading at valuations radically lower than tech, while they are technology-intensive businesses. BNY's CEO joining the OpenAI board symbolizes the convergence of bank tech and AI.
Own Apple, strong brand and AI.
Apple's strong brand lets it pass higher memory costs to carriers while benefiting from Alphabet's AI spending. Cramer says Apple is a long-term own, not trade.
Own Nvidia, best run chip company.
Nvidia is the best-run company in the world, very cheap, and a long-term hold despite near-term pressure from China restrictions and customers designing their own chips. Cramer says you should own Nvidia, not trade it.
Buy FedEx and its freight spin-off.
FedEx, run by Raj Subramaniam, is executing well and should be owned into the holiday season. The spin-off FedEx Freight is terrific because it can cut costs and focus better. Cramer kept both positions in his charitable trust.
Kimberly-Clark cheap, high yield, acquisition catalyst.
Kimberly-Clark is a defensive business with a 4.7% dividend yield, trading at only 14x earnings near decade lows. The acquisition of Kenvue (Tylenol, Neutrogena, etc.) creates $2B in synergies, accelerates international growth, and adds regulatory risk that keeps the stock discounted. The deal is additive to earnings by year two. Cramer says it's a great long-term opportunity and hopes for a post-earnings sell-off to buy on weakness.
Visa bullish on strong technicals.
Visa's daily chart shows roaring relative strength, a bullish MACD crossover, spiking on-balance volume indicating institutional buying, and a $20 billion buyback. Lang sees the stock reaching $400 by fall. Visa has no credit risk.
Mastercard trending higher, buyable.
Mastercard is bouncing like mad, forming a bullish trend channel with a MACD buy signal and high volume. It's a tech company in bank clothing. Potential buyback or dividend boost could give it wings.
Buy American Express on earnings dip.
American Express is best-in-class, benefits from strong travel spend, and Lang expects a big earnings beat. Historically the stock sells off post-earnings on Friday and then rallies, making it a good buy around 10:30-11 am on that Friday.
PayPal speculative play with possible suitor.
PayPal at 10x earnings with the possibility of a suitor (Stripe) and new management trying to turn things around offers a good risk-reward, though not great. Cramer still prefers traditional credit card companies.
KeyCorp preferred over Truist, cheap value.
KeyCorp is preferred over Truist as a super-regional bank. Despite negative news, the stock barely budged, showing resilience. Ohio, where Key is based, is a great state to do business.
Archer high-risk speculative position.
Archer Aviation is down so much that it's a speculative bet where you can risk a little money. Cramer says it's like a high-risk early-stage stock where even a small loss could hurt, but he's allowed as a speculative position.
Stick with TJX, off-price leader.
TJX is the dominant off-price retailer that owns the segment. Even though the environment is tough, it's the only name to own, and investors should avoid weaker competitors like Ollie's Bargain Outlet.
This CNBC video, published July 21, 2026,
features Jim Cramer
discussing MU, JNJ, MMM, CVS, GS, WFC, BK, AAPL, NVDA, FedEx Freight (spin-off), FDX, KMB, V, MA, AXP, PYPL, KEY, ACHR, TJX.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
MU,
JNJ,
MMM,
CVS,
GS,
WFC,
BK,
AAPL,
NVDA,
FedEx Freight (spin-off),
FDX,
KMB,
V,
MA,
AXP,
PYPL,
KEY,
ACHR,
TJX
