Mad Money 08/25/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Carley Garner
— Брокер / Рыночный аналитик
Sasan Goodarzi
— CEO, Intuit Inc.
Jim Cramer previews Nvidia's highly anticipated earnings report, arguing the company remains the ultimate AI investment despite mounting scrutiny. He also analyzes the massive sell-off in Dick's Sporting Goods, attributing it to Foot Locker's struggles but remaining optimistic on Dick's long-term prospects. Additionally, Cramer explores technical analysis suggesting oil prices could fall significantly, which would provide a bullish backdrop for stocks.
- Nvidia faces intense scrutiny ahead of earnings, but Cramer maintains his 'own it, don't trade it' stance.
- Dick's Sporting Goods suffered its worst day ever due to Foot Locker's weakness and an inventory glut.
- Cramer believes Dick's Sporting Goods will eventually recover and remains the best-in-class sporting goods retailer.
- Technical analyst Carley Garner predicts crude oil prices could drop into the 60s or 40s due to hidden supply and weak demand.
- A significant drop in oil prices would likely boost bond prices, lower interest rates, and support the broader stock market.
- Intuit CEO Sasan Goodarzi explains the company's strategy to reposition its DIY tax software to regain market share.
- Cramer advises hyperscalers to adopt better community engagement strategies when building controversial data centers.
Идеи
Nvidia remains the ultimate AI investment.
Cramer believes Nvidia is the ultimate AI investment, comparing it to the loom, steam engine, and computer combined. Despite critics pointing to circular investments, data center restrictions, and geopolitical issues, he maintains his "own it, don't trade it" mantra and expects the company to remain dominant ahead of its earnings report.
Under Armour is struggling and uninvestable now.
Cramer believes Under Armour is struggling and not ready for investment, especially given that stronger competitors like Nike, On, and Hoka are also facing difficulties in the current market environment.
Prefers Costco over BJ's Wholesale Club.
While acknowledging that BJ's Wholesale is a good company, Cramer explicitly prefers Costco as his top choice in the warehouse club space based on personal preference.
Prefers Costco over BJ's Wholesale Club.
While acknowledging that BJ's Wholesale is a good company, Cramer explicitly prefers Costco as his top choice in the warehouse club space based on personal preference.
Prefers Dollar Tree over Dollar General.
When it comes to dollar stores, Cramer explicitly prefers Dollar Tree over Dollar General, stating it is his preferred choice in the sector.
Prefers Dollar Tree over Dollar General.
When it comes to dollar stores, Cramer explicitly prefers Dollar Tree over Dollar General, stating it is his preferred choice in the sector.
Buy Dick's Sporting Goods for a turnaround.
Dick's Sporting Goods suffered a massive drop due to a terrible quarter, guidance cuts, and struggles with its Foot Locker acquisition amid an industry-wide inventory glut. However, Cramer believes it is the last remaining sporting goods retailer with genuine scale and expects the stock to bottom soon, making it a buy for a turnaround by January.
Oil prices are likely heading much lower.
Garner expects oil prices to fall significantly because more oil is sneaking through the Strait of Hormuz than reported, OPEC is bleeding supply, the market is in backwardation, and technical patterns mirror the 2022 decline. She sees major support at 72, but warns prices could drop into the 60s or even 40s.
Buy Generac on weakness for data centers.
Cramer agrees with a caller's strategy to trim Generac at 290 and buy a little on the current pullback, advising to wait for a further 25-point drop to buy more in case the data center trade cools off further.
Repositioning DIY tax to accelerate future growth.
Intuit is repositioning its DIY tax product pricing to increase market share and accelerate new customer growth after losing share to low-cost providers. Meanwhile, its mid-market and assisted tax segments are growing rapidly, and the company is separating Mailchimp to focus on profitability while investing in its core growth engines.
Avoid Grab Holdings due to lack of transparency.
Cramer strongly dislikes Grab Holdings, calling it an opaque holding company where it's hard to find information, and suggests investors should be glad the stock hasn't gone to zero.
SpaceX is a great long-term investment.
Despite short-term hesitations, Cramer views SpaceX as a phenomenal long-term investment that you should buy, put away, and eventually pass on to your kids.
Sell half of ServiceNow and hold the rest.
For an investor who bought ServiceNow at 98 and saw it rise, Cramer advises selling half of the position to lock in profits and letting the remaining shares run.
Stay away from First Solar stock.
Cramer advises staying away from First Solar, recalling long-standing advice that the stock is simply too difficult to trade and hold.
United Rentals is the only investable rental company.
Cramer avoids the construction rental industry because the business is too hard and he has made mistakes there before, with the sole exception of United Rentals, which he considers a clear winner.
United Rentals is the only investable rental company.
Cramer avoids the construction rental industry because the business is too hard and he has made mistakes there before, with the sole exception of United Rentals, which he considers a clear winner.
Avoid Super Micro due to accounting problems.
Cramer refuses to own Super Micro Computer due to its history of accounting problems and controversies, attributing any recent upward movement to a short squeeze rather than fundamental strength.
Reddit is a strong buy at current levels.
Cramer is bullish on Netflix and believes Reddit is a ridiculous bargain at current levels, stating that Reddit is a strong buy with or without any potential synergies between the two companies.
Далее
This CNBC video, published August 25, 2026, features Jim Cramer, Carley Garner, Sasan Goodarzi discussing NVDA, UA, COST, BJ, DLTR, DG, DKS, WTI, GNRC, INTU, GRAB, SPCX, NOW, FSLR, URI, Sunbelt Rentals, SMCI, RDDT, NFLX. 18 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer, Carley Garner, Sasan Goodarzi · Tickers: NVDA, UA, COST, BJ, DLTR, DG, DKS, WTI, GNRC, INTU, GRAB, SPCX, NOW, FSLR, URI, Sunbelt Rentals, SMCI, RDDT, NFLX