Идеи
Travel stocks lack downside protection right now.
Travel and leisure stocks have already run up too much, lack downside protection, and require a hefty chunk of disposable income, which is risky in an anemic economy.
PepsiCo offers a high yield and value.
PepsiCo is an attractive idea to monitor because the stock hasn't moved much, offers a 4% dividend yield, and stands to benefit from cheaper oil prices which have previously held back their convenience store sales.
Hold Moderna because its vaccine is real.
While it is prudent to take some profits after a big run, investors should hold onto the stock because the company's vaccine technology is very real and effective.
Stay long Airbnb for its international strength.
Despite local regulatory or fee concerns in specific areas, Airbnb is performing exceptionally well internationally, making it a stock worth staying long on.
AI adoption is driving massive Salesforce growth.
Salesforce is seeing its strongest net new AOV growth in four years, surging agentic use of the platform, and massive adoption by top AI companies and government agencies.
Accelerating AI demand drives massive Nvidia growth.
Demand for Nvidia's compute infrastructure is super strong and accelerating as AI becomes highly productive and profitable for customers, with the new Vera Rubin product ramping fast.
Illumina is a strong genetic diagnostic company.
It is an expensive stock but a pretty darn good company in genetic diagnostics, similar to Danaher.
Take partial profits but let Eton run.
The stock has had an exciting run, so investors should take a little bit of profit off the table and let the rest run.
Avoid Babcock & Wilcox due to losses.
The company is losing too much money and the turnaround story has not panned out as expected.
It is an inexpensive, high-yield commodity stock.
It is a very inexpensive commodity product stock trading at eight times earnings with a 5.6% yield, making it a safe bet where you won't lose money and could make some.
Buy QXO ahead of Fed rate cuts.
The CEO is successfully putting together a building products conglomerate, and when the Fed cuts rates, the stock could run from 14 to 24.
Belden is an unfairly punished data company.
It is a very interesting data communications company that has been unfairly brought down by the slowdown in data centers, making it a good stock to own.
Proprietary designs and quality drive brand heat.
The company is delivering high-quality, proprietary designs directly from factories, creating strong brand heat and customer loyalty across its portfolio.
This CNBC video, published August 26, 2026,
features Jim Cramer, Mark Benioff, Jensen Huang, Laura Alber
discussing DIS, EXPE, BKNG, VIK, PEP, MRNA, ABNB, CRM, NVDA, ILMN, ETON, BW, WH Group, QXO, BDC, WSM.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Mark Benioff,
Jensen Huang,
Laura Alber
· Tickers:
DIS,
EXPE,
BKNG,
VIK,
PEP,
MRNA,
ABNB,
CRM,
NVDA,
ILMN,
ETON,
BW,
WH Group,
QXO,
BDC,
WSM
