Mad Money 07/20/26 | Audio Only

Watch on YouTube ↗  |  July 20, 2026 at 23:55  |  44:18  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer discusses the severe AI infrastructure selloff and advises rotating into high-quality non-tech stocks. He remains bullish on Apple, Nvidia, Intel, and Broadcom, while warning on speculative AI names like Celestica. He also highlights buying opportunities in Netflix, Chipotle, Lyft, Bitcoin, General Motors, 3M, and Novartis, with a cautious approach to battered growth names.

  • AI infrastructure stocks have plunged due to a supply glut, China AI fears, and macro pressures.
  • Cramer recommends rotating into non-tech companies like Goldman Sachs, FedEx, Honeywell, Boeing, and GE.
  • He remains long Apple, Nvidia, Intel, and Broadcom as high-quality tech holdings.
  • Netflix is called a buy on massive buybacks and cheap valuation, despite growth deceleration.
  • He sees opportunity in beaten-down consumer names like Chipotle and Cheesecake Factory.
  • Lyft and Bitcoin are favored as direct plays, while AST SpaceMobile is to be avoided.
  • He highlights GM, 3M, and Novartis as non-tech earnings winners or defensive buys.
  • The overall market needs a washout in tech before aggressive buying can resume.
Ideas
Jim Cramer Host, Mad Money 1:26
Rotate to non-tech, buy on weakness
Turn away from tech and rotate into high-quality, comprehensible non-tech companies that are not subject to AI/China rumors. Names like Goldman Sachs, Wells Fargo, FedEx, Honeywell Aerospace, Boeing, and GE can be bought confidently on weakness and offer lower volatility.
GS WFC FDX BA HON GE HIGH
Jim Cramer Host, Mad Money 3:53
Apple bulletproof despite AI noise
Apple's core iPhone business is bulletproof; users won't switch to Android despite AI concerns. The company didn't overspend on AI, and its deal with Alphabet is hugely beneficial. The stock is not being sold.
AAPL HIGH
Jim Cramer Host, Mad Money 5:37
Nvidia data center king, cheap
Nvidia is at the heart of the data center, has no real Chinese competitor, and its machines are the envy of the world. The stock is insanely cheap on future earnings and the company is buying back $80 billion worth of stock.
NVDA HIGH
Jim Cramer Host, Mad Money 6:22
Intel turnaround, buy on selloff
Intel is a triple play with CPUs needed for AI agents, foundries for manufacturing, and high-margin chip packaging. CEO Lip-Bu Tan saved Cadence and will lead an American semiconductor renaissance. Cramer hopes for a selloff to add to the position.
INTC HIGH
Jim Cramer Host, Mad Money 7:03
Broadcom winner with strong CEO
Broadcom is owned because CEO Hock Tan hates to lose and is a fierce competitor. Cramer also likes Marvell Technology but avoids overlap, preferring Broadcom.
AVGO MED
Jim Cramer Host, Mad Money 9:22
AutoZone cheap, buyback, expect comeback
AutoZone trades at only 19 times earnings, continues to buy back stock, and can make a comeback despite some tariff issues. He advises not to sell at these levels.
AZO MED
Jim Cramer Host, Mad Money 26:46
Celestica to fall on data center selloff
Celestica is part of the data center buildout and is going to head lower due to profit-taking after a massive run. The broader AI infrastructure selloff will hit it.
CLS MED
Jim Cramer Host, Mad Money 27:52
Chipotle cheap, start small position
Chipotle is down 36% and trading at its lowest P/E in five years. Despite a possible lettuce issue, he recommends putting a quarter position on now.
CMG MED
Jim Cramer Host, Mad Money 28:48
Netflix buyback, accumulate on weakness
Netflix has been cut in half, now at 19x earnings, with a historic $4.7B quarterly buyback and $27B remaining authorization. JP Morgan projects solid compound growth. Cramer advises putting a small position on and pyramiding into weakness for a potential big winner.
NFLX HIGH
Jim Cramer Host, Mad Money 37:17
Lyft buy at $15 level
Lyft has turned a corner with growing gross bookings, revenue, and over a billion dollars in free cash flow. CEO David Risher is doing a good job, and $15 is a good level to start a position.
LYFT MED
Jim Cramer Host, Mad Money 37:37
Bitcoin bottoming, buy directly
Instead of CleanSpark, just buy Bitcoin directly. Bitcoin seems to have bottomed once again.
BTC HIGH
Jim Cramer Host, Mad Money 39:51
AST SpaceMobile avoid, wait for $40
AST SpaceMobile is losing a fortune, the stock is out of favor, and investors should wait for it to reach $40 before even considering buying.
ASTS MED
Jim Cramer Host, Mad Money 41:36
GM cheap, buy on earnings weakness
General Motors trades at about six times earnings. The stock typically dips on earnings day and then recovers as people realize they sold an incredibly lucrative company for no reason.
GM MED
Jim Cramer Host, Mad Money 42:07
3M breakout under CEO Brown
3M is a non-data center industrial, not dependent on AI. CEO Bill Brown is doing good work, and a breakout in the stock is coming.
MMM MED
Jim Cramer Host, Mad Money 42:20
Novartis buy on drug-related dip
Novartis is a non-tech healthcare stock. If it gets hit on any particular drug news, you might want to step in and buy, especially on a non-tech day.
NVS MED
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This CNBC video, published July 20, 2026, features Jim Cramer discussing GS, WFC, FDX, BA, HON, GE, AAPL, NVDA, INTC, AVGO, AZO, CLS, CMG, NFLX, LYFT, BTC, ASTS, GM, MMM, NVS. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: GS, WFC, FDX, BA, HON, GE, AAPL, NVDA, INTC, AVGO, AZO, CLS, CMG, NFLX, LYFT, BTC, ASTS, GM, MMM, NVS