Mad Money 08/05/26 | Audio Only

Watch on YouTube ↗  |  August 05, 2026 at 23:52  |  44:17  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer discusses SpaceX as a generational long-term investment despite near-term lockup pressure, then interviews CEOs of Arista Networks, Elanco Animal Health, and Shopify, highlighting strong earnings and AI tailwinds. In the lightning round he gives rapid-fire takes on CME, SoFi, and others, before closing with a thesis that the AI chip and cybersecurity sectors can support multiple winners, making AMD, Nvidia, Intel, and cybersecurity stocks all buyable.

  • SpaceX faces a massive lockup expiration but Cramer sees multi-decade upside driven by Starlink, space data centers, and Musk's capital-raising ability.
  • Arista Networks delivered a standout quarter with AI networking demand, diverse accelerator support, and proactive supply chain management.
  • Elanco Animal Health is breaking out on innovative pet medications, gaining market share and beating earnings expectations.
  • Shopify soared on strong earnings as AI tools like Sidekick accelerate merchant success and business formation.
  • Cramer argues AMD, Nvidia, and Intel can all thrive as AI chip demand vastly exceeds any single company's capacity.
  • Cybersecurity is similarly a non-zero-sum game; he owns Palo Alto Networks and CrowdStrike and sees value in Okta and Cloudflare.
  • Lightning round: bullish on SoFi, Sterling Infrastructure, CME, CBOE, Hubbell, Modine, Fortinet, and Voyager; cautious on Alcoa and HCA.
Ideas
Jim Cramer Host, Mad Money 0:49
Long-term buy on SpaceX pullback.
SpaceX has a massive lockup expiration (911.5M shares) that could cause a near-term sell-off, but the stock is a very long-term winner for the next generation. Elon Musk's ability to raise capital, Starlink's rapid subscriber growth (1.7M internet subs, mobile service taking share from Verizon, AT&T, T-Mobile), ambitious plans for space data centers endorsed by Jensen Huang, and a growing compute business all support a multi-decade investment case.
SPCX HIGH
Jim Cramer Host, Mad Money 9:30
Rotation will come back to fintech.
Fintech companies like SoFi have been in the doldrums as money flows back to old banks, but the rotation will eventually shift back to new fintechs, making SoFi a buy.
SOFI MED
Jim Cramer Host, Mad Money 10:03
Dip-buying opportunity in Sterling Infrastructure.
Sterling Infrastructure was unfairly caught in a situational awareness hedge fund sell-off, creating a buying opportunity; accumulate gradually as the stock tends to drop quickly.
STRL MED
Jim Cramer Host, Mad Money 10:51
Arista is the AI networking backbone.
Arista Networks delivered a terrific quarter with first $3B revenue quarter, strong guidance, and is the critical networking foundation for AI data centers, connecting all accelerator types; supply chain management and partnerships ensure growth momentum.
ANET HIGH
Jim Cramer Host, Mad Money 11:10
AI tailwind powers Shopify new highs.
Shopify crushed earnings and gave strong guidance, proving AI is a tailwind—boosting business formation, enabling Sidekick AI assistant for merchants, and tripling AI-driven orders; the company is the commerce infrastructure of the future, benefiting both large and small brands.
SHOP HIGH
Jim Cramer Host, Mad Money 20:48
Innovation fuels Elanco breakout.
Elanco Animal Health has a portfolio of innovative products (Credelio Quattro, Zenrelia, Buffrena) gaining market share in large pet health markets, driving organic sales growth of 8% and a strong earnings beat; the stock has broken out after years of stagnation.
ELAN MED
Jim Cramer Host, Mad Money 36:29
CBOE is a buy like CME.
Cboe Global Markets, like CME, benefits from exchange duopoly dynamics and is a good stock to own.
CBOE MED
Jim Cramer Host, Mad Money 36:29
Exchange monopolies like CME are buys.
CME Group is very good; exchanges have monopoly or duopoly characteristics, making them attractive investments.
CME MED
Jim Cramer Host, Mad Money 38:28
Prefer Voyager over Rocket Lab.
Voyager is a preferred space company over pure-spec Rocket Lab; management impressed when they appeared on the show.
Voyager LOW
Jim Cramer Host, Mad Money 38:54
Fortinet is a solid cybersecurity play.
Fortinet is doing a good job and competes well in cybersecurity alongside Palo Alto and CrowdStrike; it's a likeable stock.
FTNT MED
Jim Cramer Host, Mad Money 39:30
Hubbell is a durable industrial buy.
Hubbell is a basic great American company that should be held onto, especially on dips, similar to Modine Manufacturing.
HUBB MED
Jim Cramer Host, Mad Money 39:30
Modine is a solid industrial hold.
Modine Manufacturing is a strong industrial company similar to Hubbell, worth holding onto.
MOD MED
Jim Cramer Host, Mad Money 40:39
AMD is a buy despite the dip.
AMD was unfairly sold on Musk's Nvidia-only comment and a not-aggressive-enough forecast raise, but the company has a strong GPU/CPU franchise with trillions in future demand; multiple winners can coexist and AMD is a buy.
AMD HIGH
Jim Cramer Host, Mad Money 40:39
Nvidia remains a core AI holding.
Nvidia is the AI leader and will capture massive GPU demand; even with competition, the total opportunity is so large that Nvidia is a must-own.
NVDA HIGH
Jim Cramer Host, Mad Money 40:39
Intel is part of the chip boom.
Intel, alongside AMD and Nvidia, is one of the three terrific semiconductor companies that will benefit from the massive CPU/GPU opportunity and should be bought.
INTC LOW
Jim Cramer Host, Mad Money 42:56
Buy cybersecurity stocks across the board.
Cybersecurity is a non-zero-sum industry with massive demand; Palo Alto Networks and CrowdStrike are owned for the charitable trust, and Okta and Cloudflare can also be bought.
NET CRWD PANW OKTA MED
Up Next
47:55
El-Sayed Takes on Conservative Critics | Balance of Power 08/05/2026
Bloomberg Markets · Aug 05
9:14
Memory is the new gold, says Arista Networks CEO Jayshree Ullal
CNBC · Aug 05
43:16
Investor Reveals The ‘Best Shorts In History’ And The Next ‘Homerun’ | George Noble
The David Lin Report · Aug 05
31:42
Samsung '8x HBM performance'...Next-gen 3D memory unveiled | Olive Young, Sephora to launch K-beauty in 580 US stores | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
3PRO TV (삼프로TV) · Aug 05
1:12:00
Airtable’s 80% off value crash: VCs explain why it’s still a win | E2321
This Week in Startups · Aug 05

This CNBC video, published August 05, 2026, features Jim Cramer discussing SPCX, SOFI, STRL, ANET, SHOP, ELAN, CBOE, CME, Voyager, FTNT, HUBB, MOD, AMD, NVDA, INTC, NET, CRWD, PANW, OKTA. 16 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: SPCX, SOFI, STRL, ANET, SHOP, ELAN, CBOE, CME, Voyager, FTNT, HUBB, MOD, AMD, NVDA, INTC, NET, CRWD, PANW, OKTA