Mad Money 08/27/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer reviews the recent earnings reports from major tech companies, highlighting how Salesforce and Nvidia crushed bearish narratives with stellar results. He also interviews CrowdStrike's CEO about their record quarter and discusses Abercrombie & Fitch's massive earnings beat. Finally, Cramer takes viewer calls to evaluate portfolio diversification and rapid-fire stock picks.
- Salesforce and Nvidia disproved bearish rumors with strong earnings and guidance.
- CrowdStrike reported its best quarter in history, driven by demand for AI security.
- Abercrombie & Fitch delivered a massive earnings beat fueled by strong margins and buybacks.
- Cramer advises investors to wait for conference calls before trading on earnings releases.
- Portfolio diversification requires balancing tech holdings with sectors like healthcare and financials.
Идеи
Strong earnings disprove bearish SaaS apocalypse narratives.
Salesforce delivered its strongest net new annual order value growth in four years, with strong pricing, low attrition, and an expanding partnership with Anthropic, completely disproving the bearish 'SaaS apocalypse' narrative.
Astounding projected revenue growth crushes bearish rumors.
Nvidia's business remains incredibly strong, with hyperscaler dependence decreasing, chips lasting longer via software updates, and a projection of 70% revenue growth in the next fiscal year, crushing all bearish rumors.
Great leadership makes the stock a buy.
Netflix is a buy and can bounce from current levels, as it is still run by the great team that built a terrific company, despite some recent poorly managed acquisition offers.
Essential AI security platform with record earnings.
CrowdStrike reported its best quarter in history with a staggering bump in net new annual recurring revenue, proving it is the essential security platform underneath the AI economy.
Strong margins and buybacks make it attractive.
Abercrombie & Fitch is printing money with strong margins, aggressive buybacks, and solid growth across regions; with Hollister already turning around, the stock is a buy on any pullback.
The stock is too erratic and inconsistent.
Revolve is too erratic and lacks the consistency needed for a solid investment, making it too risky to own.
It is the best bank to own.
JPMorgan Chase is the best bank and a highly desirable holding for a diversified portfolio.
Solid healthcare stock for portfolio diversification.
Johnson & Johnson is a solid healthcare addition to a portfolio that is overly concentrated in tech stocks like Apple and Nvidia.
A very good consulting company breaking resistance.
Palantir is a very good consulting company and the stock is poised to break through key resistance levels.
The rental business is too hit-or-miss.
The rental business is too hit-or-miss, making Herc Holdings an unattractive investment compared to United Rentals.
The only attractive stock in rental business.
United Rentals is the only company to own in the rental business, whereas competitors like Herc Holdings are too hit-or-miss.
Avoid companies from this specific market area.
Companies from Coupang's specific market area should be avoided in the current environment.
Turbines provide significant data center exposure.
Caterpillar is no longer just an earth-moving company; its turbines give it significant exposure to the data center theme.
A highly favored trillion-dollar drug company.
Eli Lilly is a highly favored trillion-dollar drug company that serves as a strong healthcare holding.
Cheap retailers are currently performing well.
TJX is a strong addition for portfolio diversification, as cheap retailers are currently performing well.
Good bank stock for portfolio diversification.
Wells Fargo is a good bank stock to own for portfolio diversification.
Great hedge against potential rampant inflation.
Vale is one of the best plays and a great hedge if you believe rampant inflation is coming down the road.
A great company to own, not trade.
Apple remains a great company to own and not trade, as it is in good hands under Tim Cook's leadership.
Good quarter overshadowed by conservative guidance.
Cisco had a really good quarter, and the stock's drop was solely due to conservative guidance, making it an absolute buy.
The stock is too speculative and risky.
EROC is too speculative and risky to be considered the next Nvidia, so it should be avoided.
Далее
This CNBC video, published August 27, 2026, features Jim Cramer discussing CRM, NVDA, NFLX, CRWD, AS, RVLV, JPM, JNJ, PLTR, Herc Holdings, URI, CPNG, CAT, LLY, TJX, WFC, VALE, AAPL, CSCO, EROC. 20 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: CRM, NVDA, NFLX, CRWD, AS, RVLV, JPM, JNJ, PLTR, Herc Holdings, URI, CPNG, CAT, LLY, TJX, WFC, VALE, AAPL, CSCO, EROC