Mad Money 05/12/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer broadcasts from the FedEx World Hub in Memphis, discussing the economy, inflation, and investing opportunities. He recommends FedEx, J&J, Shopify, Chevron, and Vertiv, while warning against Coreweave and cautioning on data center stocks after a parabolic rally broke.
- Cramer is bullish on FedEx's turnaround and density-driven growth.
- He recommends J&J as a defensive stock amid inflation concerns.
- Coreweave is flagged as too volatile for most investors.
- Shopify is considered a buying opportunity despite AI fears.
- Chevron is endorsed for its yield and cash flow.
- Vertiv is a cautious buy with a half-position strategy.
- Data center stocks face a pullback and further selling risk.
- Inflation and rising rates remain headwinds for the market.
Идеи
Coreweave is too risky to own.
Coreweave is too hot and volatile, not suitable for most investors; it can swing 20% easily and is risky.
J&J is a safe haven stock.
Johnson & Johnson is a stable, defensive stock that doesn't suffer large losses, suitable for conservative investors during volatile markets with high inflation and rising rates.
FedEx is a strong turnaround play.
FedEx is in a turnaround, using AI and density to grow volumes while reducing costs, spinning off FedEx Freight, and has strong market position globally. The CEO demonstrated optimism and the company is creating jobs and taking market share.
Shopify is a buying opportunity now.
Shopify has strong underlying business with 35% GMV growth, 34% revenue growth, and 88% operating income growth. AI displacement fears are overblown; the stock at below $100 is a steal and likely to rebound.
Chevron is a good oil play.
Chevron offers a 3.8% dividend yield, great cash flow, strong management under Mike Wirth, and is attractive given current oil prices.
Vertiv: buy half, wait for dip.
Vertiv has great orders but the stock is very hot; buy only half a position and wait for a dip to add more.
Data center stocks face more selling.
Data center stocks experienced a parabolic rally that broke yesterday, leading to a likely further selloff as weak hands liquidate. Buyers may be exhausted, so be cautious and let them stabilize before re-entering.
Далее
This CNBC video, published May 12, 2026, features Jim Cramer discussing CRV, JNJ, FDX, SHOP, CVX, VRT, DATA CENTER STOCKS. 7 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: CRV, JNJ, FDX, SHOP, CVX, VRT, DATA CENTER STOCKS