Mad Money 08/26/26 | Audio Only

Watch on YouTube ↗  |  August 26, 2026 at 23:58  |  47:16  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
Mark Benioff — Chair and CEO, Salesforce, Inc.
Jensen Huang — CEO, NVIDIA
Laura Alber — President and CEO, Williams-Sonoma

Summary

Jim Cramer outlines his stock-picking process, emphasizing the need for a worldview on the economy and interest rates. He interviews the CEOs of Salesforce, Nvidia, and Williams-Sonoma to discuss their recent strong earnings reports and future growth drivers. Cramer also takes viewer calls during the Lightning Round, offering rapid-fire advice on various stocks.

  • Cramer suggests PepsiCo as a potential value play due to its 4% yield and benefits from cheaper oil.
  • Salesforce CEO Mark Benioff highlights strong AOV growth and massive AI adoption driving the company's success.
  • Nvidia CEO Jensen Huang explains that AI demand is accelerating and the company's compute infrastructure is highly profitable for customers.
  • Williams-Sonoma CEO Laura Alber discusses how proprietary designs and high quality are driving brand heat and customer loyalty.
  • Cramer advises taking partial profits on Moderna and Eton Pharmaceuticals while letting the rest run.
  • Cramer recommends buying QXO ahead of potential Fed rate cuts.
Ideas
Jim Cramer Host, Mad Money 3:08
Travel stocks lack downside protection right now.
Travel and leisure stocks have already run up too much, lack downside protection, and require a hefty chunk of disposable income, which is risky in an anemic economy.
DIS EXPE BKNG VIK MED
Jim Cramer Host, Mad Money 3:40
PepsiCo offers a high yield and value.
PepsiCo is an attractive idea to monitor because the stock hasn't moved much, offers a 4% dividend yield, and stands to benefit from cheaper oil prices which have previously held back their convenience store sales.
PEP MED
Jim Cramer Host, Mad Money 5:32
Hold Moderna because its vaccine is real.
While it is prudent to take some profits after a big run, investors should hold onto the stock because the company's vaccine technology is very real and effective.
MRNA MED
Jim Cramer Host, Mad Money 6:40
Stay long Airbnb for its international strength.
Despite local regulatory or fee concerns in specific areas, Airbnb is performing exceptionally well internationally, making it a stock worth staying long on.
ABNB HIGH
Mark Benioff Chair and CEO, Salesforce, Inc. 9:00
AI adoption is driving massive Salesforce growth.
Salesforce is seeing its strongest net new AOV growth in four years, surging agentic use of the platform, and massive adoption by top AI companies and government agencies.
CRM HIGH
Jensen Huang CEO, NVIDIA 18:53
Accelerating AI demand drives massive Nvidia growth.
Demand for Nvidia's compute infrastructure is super strong and accelerating as AI becomes highly productive and profitable for customers, with the new Vera Rubin product ramping fast.
NVDA HIGH
Jim Cramer Host, Mad Money 35:54
Illumina is a strong genetic diagnostic company.
It is an expensive stock but a pretty darn good company in genetic diagnostics, similar to Danaher.
ILMN MED
Jim Cramer Host, Mad Money 36:25
Take partial profits but let Eton run.
The stock has had an exciting run, so investors should take a little bit of profit off the table and let the rest run.
ETON MED
Jim Cramer Host, Mad Money 36:56
Avoid Babcock & Wilcox due to losses.
The company is losing too much money and the turnaround story has not panned out as expected.
BW MED
Jim Cramer Host, Mad Money 37:25
It is an inexpensive, high-yield commodity stock.
It is a very inexpensive commodity product stock trading at eight times earnings with a 5.6% yield, making it a safe bet where you won't lose money and could make some.
WH Group MED
Jim Cramer Host, Mad Money 37:58
Buy QXO ahead of Fed rate cuts.
The CEO is successfully putting together a building products conglomerate, and when the Fed cuts rates, the stock could run from 14 to 24.
QXO HIGH
Jim Cramer Host, Mad Money 38:38
Belden is an unfairly punished data company.
It is a very interesting data communications company that has been unfairly brought down by the slowdown in data centers, making it a good stock to own.
BDC MED
Laura Alber President and CEO, Williams-Sonoma 40:07
Proprietary designs and quality drive brand heat.
The company is delivering high-quality, proprietary designs directly from factories, creating strong brand heat and customer loyalty across its portfolio.
WSM HIGH
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This CNBC video, published August 26, 2026, features Jim Cramer, Mark Benioff, Jensen Huang, Laura Alber discussing DIS, EXPE, BKNG, VIK, PEP, MRNA, ABNB, CRM, NVDA, ILMN, ETON, BW, WH Group, QXO, BDC, WSM. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer, Mark Benioff, Jensen Huang, Laura Alber  · Tickers: DIS, EXPE, BKNG, VIK, PEP, MRNA, ABNB, CRM, NVDA, ILMN, ETON, BW, WH Group, QXO, BDC, WSM