Mad Money 06/26/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Andy Jassy
— CEO, Amazon
Wendell Weeks
— Председатель и генеральный директор, Corning
Jensen Huang
— Генеральный директор, NVIDIA
Jim Cramer hosts a special Invest in America edition of Mad Money, revisiting interviews with top US tech CEOs. He highlights bullish investment cases for Nvidia, Amazon, Intel, Apple, and Corning, driven by AI, manufacturing reshoring, and corporate turnarounds.
- Cramer says Nvidia stock will go much higher from $183, powered by AI dominance.
- Amazon CEO Andy Jassy details a $200B AI capex bet and compares AI revenue growth to early AWS.
- Intel CEO Lip-Bu Tan's turnaround moves the stock from $20 to $100, with further upside expected.
- Apple's $600B US investment and exclusive Corning glass partnership strengthen its long-term moat.
- Corning's Harrodsburg facility will triple production and supply all iPhone cover glass worldwide.
- The interviews emphasize American innovation, reshoring, and shareholder value creation.
Идеи
Nvidia stock going much higher from 183.
Nvidia's stock price will go much higher from $183, as the company's leadership in AI, inference, and confidential computing drives enormous demand and growth; Jensen Huang sees the company potentially becoming a $10-20 trillion enterprise, and Cramer explicitly says 'we're going so much higher.'
Amazon AI bet will drive massive growth.
Amazon is making a massive $200 billion capex bet on AI, which is the biggest technology transformation; after three years, AI annualized revenue exceeds $15 billion, growing 260 times faster than early AWS; AI will reinvent every customer experience, and the company is going all-in, which will benefit shareholders and make Amazon a very different company in 5-10 years.
Intel turnaround will keep boosting stock.
Intel's turnaround under CEO Lip-Bu Tan is succeeding; the stock surged from $20 to $100 and will keep rising as the company regains data center leadership, wins key customers like Google, simplifies management, and increases capex based on real customer demand.
Corning benefits from exclusive Apple glass deal.
Corning's exclusive partnership with Apple, backed by a $2.5 billion investment, will dedicate 100% of its Harrodsburg facility to iPhone glass, triple production, increase workforce by 50%, and enable next-generation glass 100-200 times more durable; Apple's materials are exclusive, creating a durable competitive moat.
Apple's US investments strengthen long-term growth.
Apple's massive $600 billion commitment to US manufacturing, spanning 79 factories and including exclusive partnerships like Corning for glass and TSMC for chips, strengthens its supply chain resilience and competitive moat, supporting long-term shareholder value; Tim Cook says no investor complaints, reflecting confidence in these strategies.
Далее
This CNBC video, published June 26, 2026, features Jim Cramer, Andy Jassy, Wendell Weeks discussing NVDA, AMZN, INTC, GLW, AAPL. 5 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer, Andy Jassy, Wendell Weeks · Tickers: NVDA, AMZN, INTC, GLW, AAPL