Mad Money 05/07/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jensen Huang
— Генеральный директор, NVIDIA
Wendell Weeks
— Председатель и генеральный директор, Corning
Jim Cramer argues the AI revolution is strong enough to keep the market and economy humming, despite headwinds. He highlights five layers of AI infrastructure, featuring major partnerships between Nvidia and Corning and strong earnings from Becton Dickinson. The episode also covers a software rotation led by DataDog and includes a lightning round with brief calls on IBM, gold, and Domino's.
- Cramer defends the market rally against doomsayers, citing the AI infrastructure buildout as a massive jobs program.
- He breaks down AI into five investable layers: power, chips, infrastructure, models, and applications.
- Nvidia and Corning announce a transformative partnership with multi-billion dollar commitments to expand optical capacity.
- Corning management sets ambitious revenue targets of $20B by 2025, $30B by 2028, and $40B by 2030.
- DataDog surges 31% on strong earnings, triggering a rotation into software stocks.
- Becton Dickinson reports a beat-and-raise quarter, driven by AI healthcare, GLP-1s, and recurring revenue.
- Cramer recommends buying IBM, citing a strong core and undervaluation.
- He advises against gold and is cautious on Domino's Pizza and DataDog momentum.
Идеи
AI power demand boosts utilities.
Utilities are a critical layer of the AI infrastructure buildout because data centers require massive amounts of electricity. Companies like EQT, Vistra, and Constellation are investing hundreds of billions in power generation and have rising demand for the first time in decades, making them direct beneficiaries of the AI revolution.
Buy IBM, core strong, undervalued.
IBM had a strong core quarter, is undervalued due to unwarranted negativity on its software business, CEO Arvin Krishna is doing a remarkable job, and the company also has quantum computing potential. The stock has been beaten down unjustly.
Corning growth driven by Nvidia partnership.
Corning's partnership with Nvidia will expand its optical connectivity manufacturing capacity by a factor of 10, backed by a multi-billion dollar Nvidia prepayment and an option for a ~$3 billion equity position. Management targets $20B revenue by end of 2025, $30B by 2028, and $40B by 2030, driven by AI infrastructure demand.
Nvidia uniquely positioned for AI.
Nvidia's architecture is the most versatile AI platform, running every AI model across language, physics, biology, chemistry, and manufacturing. The company builds everything end-to-end and addresses every field of AI, giving it a unique and broad exposure that drives rapid growth.
BD strong quarter, AI healthcare growth.
Becton Dickinson reported a strong quarter with a top and bottom line beat, raised full-year earnings guidance, and has a portfolio that is 90% recurring revenue. The company is benefiting from AI in healthcare (patient monitoring), GLP-1 injectables, tissue regeneration, and home care solutions, making it a compelling investment.
Далее
This CNBC video, published May 07, 2026, features Jim Cramer, Wendell Weeks, Jensen Huang discussing VST, EQT, CEG, IBM, GLW, NVDA, BDX. 5 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer, Wendell Weeks, Jensen Huang · Tickers: VST, EQT, CEG, IBM, GLW, NVDA, BDX