Ideas
Intel is a bargain after forced selling.
The forced selling from the hedge fund Situation Awareness's margin calls crushed Intel's stock despite excellent earnings and strong CPU demand, foundry progress, and packaging business. The selling has dried up as the fund and its imitators are out of the picture, creating an amazing opportunity to buy Intel because the forced sellers are gone and the fundamentals remain extremely strong.
AWS acceleration makes Amazon a buy.
Amazon reported a terrific quarter with solid revenue beat, 43% year-over-year operating income growth, and AWS growth accelerating to nearly 37% with terrific margins. The company is making big money from AI. Cramer thinks the stock is not done moving higher after the after-hours surge.
Home Depot is a patient long-term buy.
Home Depot is a great American company that can be owned at a lower price. While Lowe's is doing better right now and rate increases may pressure it, Cramer believes patience will be rewarded and the stock will work over time for long-term holders.
Netflix can bounce, don't sell now.
Netflix is down 22% this year but Cramer thinks it can bounce from here. He advises against selling, saying it would be wrong to sell at these levels, and expects a potential catalyst when CEO Ted Sarandos appears on the show.
IBM quantum leadership will drive long-term value.
Despite a pre-announced earnings shortfall, IBM has the most legitimate quantum computing business. The CEO announced breakthroughs demonstrating quantum advantage and expects measurable top and bottom line impact by 2028/29, with a trillion dollars of value by the end of the 2030s. 40% of deferred capex deals have already closed, signaling deferral not destruction.
Jersey Mike's IPO dip is a buying opportunity.
Jersey Mike's IPO opened below its $22 pricing, creating an excellent buying opportunity. The sandwich chain is a franchise-heavy model with 20 years of positive same-store sales growth, strong unit economics, a goal of 15,000 stores, and proven leadership under former Wingstop CEO Charlie Morrison. Despite the premium valuation, the growth story justifies it.
Coca-Cola is the best packaged food company.
Coca-Cola is the best packaged food company. The stock bounced back after a sharp decline, demonstrating resilience, and Cramer says investors are absolutely fine holding it.
CrowdStrike is the top cybersecurity buy.
For cybersecurity exposure, CrowdStrike is the stock to buy right here. Cramer recommends it as the go-to name to protect against cyber threats.
BlackBerry turnaround makes this a buy level.
BlackBerry has undergone a massive transformation focusing on QNX safety-critical embedded software (275M cars, robotics, medical) and secure communications for governments. The business is on a growth trajectory with margin expansion and cash generation. The stock is down 33% in July but up 123% YTD, and Cramer says this pulled-back level is the right time to buy.
Heico is favorite aerospace play, buy here.
Heico is one of Cramer's absolute favorite aerospace plays. The sector has been down because oil prices went up, which he calls ridiculous. He would buy it right here.
Farmers National Bank going up, wait for pullback.
Farmers National Bank is a regional bank doing incredibly well and the direction is up. However, it became overbought on a good but not unbelievable quarter, so investors should wait for it to cool down before buying. Those who own it should not sell.
AMC is fine for speculation.
AMC is a speculative play. If you want a speculation and have a couple good movies, you do okay. Cramer says it's not his thing but if you want a spec, AMC is fine.
Coherent is a buy after data center sell-off.
Coherent has come down significantly as part of the data center stock sell-off. Cramer thinks this is the right level to buy and blesses the stock.
Starbucks turnaround will drive stock much higher.
Starbucks CEO Brian Nickel is successfully executing a back-to-roots turnaround focusing on customer service, throughput, store uplifting, and a coffee-house experience. Same-store sales comps hit 7.9%, earnings forecasts are boosted, and the company is breaking out of a trading range into a growth stock. Cramer thinks the stock goes much higher.
This CNBC video, published July 31, 2026,
features Jim Cramer
discussing INTC, AMZN, HD, NFLX, IBM, Jersey Mike's Subs, KO, CRWD, BB, HEI, Farmers National Bank, AMC, COHR, SBUX.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
INTC,
AMZN,
HD,
NFLX,
IBM,
Jersey Mike's Subs,
KO,
CRWD,
BB,
HEI,
Farmers National Bank,
AMC,
COHR,
SBUX
