Mad Money 08/13/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Chris Nelson
— President and CEO, Stanley Black & Decker, Inc.
Jim Cramer pushes back on bearish 'history repeats' calls, arguing Nvidia GPUs and data-center demand are different this time. He tells viewers the Cisco post-earnings selloff is an underpromise-overdeliver buying opportunity. Interviews with Brinker and Stanley Black & Decker CEOs support bullish cases for both stocks. Lightning-round calls add several single-stock views including DXC as a value trap, Hess Midstream and Carpenter Technology as buys, and CoreWeave as a speculative AI play.
- Cramer says Nvidia chips hold value because CUDA software upgrades extend useful life, citing CoreWeave leasing 2020 A100s until 2029.
- He believes the data center boom is not near a top and still has money-making potential.
- Cisco's selloff is framed as conservative guidance and a buying opportunity in AI networking.
- Brinker's Chili's value pricing and same-store sales are called share-winning strengths.
- Stanley Black & Decker is seen as transformed by professional construction and data center tailwinds.
- Lightning round: DXC avoided as a value trap; Hess Midstream, Senseonics, UL Solutions, Carpenter Technology, and CoreWeave get positive or speculative calls.
- Coupang is avoided in favor of MercadoLibre and Amazon.
- Recursion Pharmaceuticals is dismissed as a failure.
Идеи
Nvidia chips hold value via CUDA.
Cramer argues Nvidia chips hold their value much longer than bears believe because CUDA software-driven upgrades keep even old A100 GPUs useful; CoreWeave just leased 2020 A100s at near original price through 2029, undermining the depreciation bear case and supporting Nvidia/data center compute.
Data center boom still has upside.
Cramer says data center stocks are not near a peak; CoreWeave CEO Michael Intrator sees no top anytime soon, and Cramer agrees, so there is still money to be made in the data center buildout even though overbuilding may eventually end it.
Intuitive Surgical good; J&J not competitive.
Cramer says Intuitive Surgical is good and worries that J&J would hurt it look overblown; J&J does not appear that competitive, but he personally does not want to buy ISRG because his trust owns J&J.
Brinker value pricing wins share.
Brinker reported strong comparable sales, with Chili's +5.6% on top of +20%, and gave a strong fiscal 2027 forecast; Cramer says its relentless $10.99 value pricing will keep taking share and management is aggressively adding locations.
Cisco selloff is a buying opportunity.
Cisco's post-earnings plunge was caused by conservative fiscal-year-start guidance, not weak results; hyperscaler orders were huge and CEO Chuck Robbins underpromises to overdeliver. Cramer views the selloff as a buying opportunity for AI networking.
Hold Meta for WhatsApp optionality.
Cramer says hold Meta despite the 24% decline because WhatsApp remains unmonetized optionality; if Mark Zuckerberg decides to monetize it or turn Meta into a cloud/telco-like diversified company, sellers will regret it.
Stanley Black & Decker transformed; buy.
Stanley Black & Decker has transformed to focus on professional construction, data centers, and infrastructure; balance sheet improved after an asset sale, the dividend is protected, tariffs are being reshored, and Cramer says it is no longer a wait-and-see story.
DXC is a value trap.
Cramer regards DXC Technologies as a value trap with no real moat or proprietary advantage.
Hess Midstream is a winner.
Cramer likes Hess Midstream and midstreams generally, especially with Hess tied to Chevron after the acquisition, and tells the caller they have a winner.
Senseonics is a speculative buy.
Cramer says glucose monitoring is competitive with Dexcom and Abbott, making Senseonics crowded, but if you want to speculate he blesses it as a speculative play.
UL Solutions might be a buy.
Cramer says UL Solutions is a very good company that has had a very good year, the stock is down inexplicably, and it might be a buy.
Avoid Coupang; prefer MercadoLibre, Amazon.
Cramer tells the caller he does not care for Coupang here or now; he would rather buy MercadoLibre and, first, Amazon, which he mentioned as a top-five buy at the club meeting.
Avoid Coupang; prefer MercadoLibre, Amazon.
Cramer tells the caller he does not care for Coupang here or now; he would rather buy MercadoLibre and, first, Amazon, which he mentioned as a top-five buy at the club meeting.
Carpenter Technology is a buy.
Cramer calls Carpenter Technology Philadelphia's best outside of Amark and says he would buy the stock right here, right now.
Recursion Pharmaceuticals has failed.
Cramer did not like the Recursion Pharmaceuticals CEO's story, notes the stock has been a failure after an equity offering, and wishes the CEO had not come on the show.
CoreWeave is a great spec.
Cramer says CoreWeave is a great spec that has had a big run, but investors must understand it carries a lot of debt and will not make money in traditional GAAP ways.
Далее
This CNBC video, published August 13, 2026, features Jim Cramer discussing NVDA, DATA CENTER STOCKS, ISRG, EAT, CSCO, META, SWK, DXC, HESM, SENS, ULS, CPNG, MELI, AMZN, CRS, RXRX, CRWV. 16 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: NVDA, DATA CENTER STOCKS, ISRG, EAT, CSCO, META, SWK, DXC, HESM, SENS, ULS, CPNG, MELI, AMZN, CRS, RXRX, CRWV