Mad Money 06/11/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jessica Insk
— Директор по исследованиям инвесторов, StockBrokers.com
Jim Cramer warns about SpaceX’s upcoming IPO potentially overheating and causing pain. He interviews Honeywell CEO Vim Kapoor, who makes the case for a unique pure-play automation company after the aerospace spin-off, and Cramer reveals his charitable trust holds a large position. Market technician Jessica Insk shows that the S&P 500 remains in a bullish cycle but highlights a near-term liquidity crunch from IPO/tax settlements. In the Lightning Round, Cramer endorses Microchip Technology and pans Fluence Energy.
- SpaceX IPO could run to unsustainable levels due to institutional, retail, and forced index buying; extreme caution advised on the first trading day.
- Honeywell’s post-spin automation pure play has mission-critical demand, LNG dominance, and a long secular growth runway; Cramer’s trust owns it and wants to add.
- Jessica Insk sees the S&P 500 in a bullish trend as long as key moving averages and pre-Iran support hold.
- Cramer and Insk flag a possible liquidity crunch on June 15 caused by the SpaceX IPO settlement, quarterly tax payments, and Treasury settlements.
- Cramer gives Microchip Technology a buy recommendation as an industrial internet play.
- He is bearish on Fluence Energy due to lack of profitability, seeing no catalyst for the stock to rise.
- Oil and Iran headlines remain volatile, but Cramer notes a contrarian Chevron rule based on Trump’s statements, not currently actionable.
Идеи
SpaceX IPO may overheat, stay cautious.
SpaceX IPO is priced at $135 but could spike to a $4–5 trillion valuation due to large institutions pledging to buy more in the open market, uncontrolled retail buying, and forced index buying after NASDAQ 100 inclusion. This would be an unsustainable blow-off top that could lead to a long descent, similar to his own TheStreet.com IPO disaster. Cramer urges caution if the stock blows past its opening price, warning of a scenario where a villain shorts it from extreme levels.
Pure-play automation at attractive valuation.
Honeywell is becoming a pure-play automation company after spinning off its aerospace business. The business has mission-critical, non-discretionary demand across buildings, process industry, energy infrastructure and broad industrial. It has strong secular growth tailwinds including LNG (2/3 of global LNG uses Honeywell technology), data centers, hospitals, hotels, and semiconductor fabs. The company sees long-cycle demand, is not expensive, and has a great growth path. Cramer’s charitable trust holds a big position and wants to make it bigger.
S&P 500 in bullish trading cycle.
A confluence of events—SpaceX IPO settlement, quarterly corporate tax payments, and Treasury settlements all hitting on Monday June 15—could create a liquidity crunch right before the next Fed meeting, raising near-term market risk and requiring caution even if the broader uptrend is intact.
Fluence Energy stuck until profitable.
Fluence Energy does not make money, and its stock will not go higher until it becomes profitable.
Buy Microchip Technology for industrial internet.
Microchip Technology is an industrial internet play that is terrific, and the caller should buy the other half of their position.
Далее
This CNBC video, published June 11, 2026, features Jim Cramer, Jessica Insk discussing SPCX, HON, SPY, FLNC, MCHP. 5 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer, Jessica Insk · Tickers: SPCX, HON, SPY, FLNC, MCHP