Mad Money 07/28/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer breaks down the great rotation out of data-center and AI stocks into traditional non-tech sectors. He warns against chasing parabolic memory stocks that have crashed, while recommending selective holds like Nvidia and Intel. Aggregates companies and Nucor are highlighted as attractive diversification plays, and he advises patience on SpaceX ahead of a lockup expiration. The lightning round adds quick bullish calls on Arista Networks and Ross Stores, with cautions on Intuitive Surgical and Sterling Infrastructure.
- Institutional money is fleeing data-center tech and rotating into consumer staples, software, and drugs.
- Memory/storage stocks (WDC, MU, STX, SanDisk) went parabolic and are now dangerous to own.
- Cramer advises holding Nvidia and Intel because their gains were not driven by component shortages.
- Aggregates stocks (Vulcan, Martin Marietta, CRH) are buyable on pullback due to pricing power and barriers to entry.
- Nucor is praised for its strongest-ever demand environment, supported by tariffs and record backlogs.
- SpaceX is a long-term buy but investors should wait for the lockup expiration to get a better entry.
- Lightning round: bullish on Arista Networks and Ross Stores, cautious on Intuitive Surgical and Sterling Infrastructure.
Идеи
Avoid parabolic memory stocks; sell into strength.
Memory and storage stocks (Western Digital, Micron, Seagate, SanDisk) experienced parabolic moves due to AI-driven shortages. Historically, these boom-and-bust stocks peak and decline well before business fundamentals deteriorate. The parabolic moves are ending, shareholders are trapped, and any bounce is likely to be sold. Investors should avoid these stocks because post-parabolic declines rarely stop where the parabola began, and the shareholders are weak.
Hold Nvidia, Intel; not shortage-driven plays.
Nvidia and Intel are worth holding on to because their gains were not driven by component shortages like memory. AI spending is not collapsing, and although the whole data center complex is under pressure, these companies have differentiated positions. Cramer is buying Intel for the charitable trust and believes the group will eventually recover.
Nucor seeing best demand ever, tariffs help.
Nucor is the leader in steel, with demand drivers unlike anything seen before. Tariffs have cut imports to the lowest levels in decades, while military, data center, energy, and construction backlogs are at or near records. The CEO states they are just getting started, with major capacity coming online. The stock has strong momentum.
Be patient with SpaceX, wait for lockup.
SpaceX has fallen nearly 53% from its IPO high and is now showing a positive bounce. Analysts are very bullish and estimates look good, but the big AI revenue deals can be cancelled on 90 days' notice. A large lockup expiration next Thursday will more than double the float, likely pressuring the stock lower. Cramer advises patience and waiting for that lockup drag before buying aggressively.
Buy aggregates on pullback for diversification.
Aggregates stocks (Vulcan Materials, Martin Marietta, CRH) have pulled back on macro worries about oil and rates, but oil has already fallen and yields are declining. These companies have enormous barriers to entry, scarce reserves, and pricing power. They provide diversified exposure beyond data centers, and the pullback offers a buying opportunity. Cramer recommends adding on weakness, though caution around near-term earnings.
Arista Networks not data-center dependent, buy.
Arista Networks is not entirely dependent on data center spending; it has many other things going for it. The CEO is executing exceptionally well, and the stock is terrific. Cramer likes it for its diversified growth drivers.
Ross Stores executing well, buy over Boot Barn.
Ross Stores is the best in the off-price retail space. Management has done a great job, and the company has gone from good to terrific. Boot Barn has disappointed, making Ross the clear favorite in the sector.
Avoid Corning, Arm as post-parabolic busts.
Corning and Arm Holdings experienced parabolic moves that are now breaking down. Parabolic moves rarely see a second wave, and the weak shareholders who failed to take profits will sell into any strength. Cramer trimmed both for his trust and now advises staying away from these post-parabolic collapses.
Далее
This CNBC video, published July 29, 2026, features Jim Cramer discussing MU, WDC, STX, SNDK, NVDA, INTC, NUE, SPCX, CRH, MLM, VMC, ANET, ROST, GLW, ARM. 8 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: MU, WDC, STX, SNDK, NVDA, INTC, NUE, SPCX, CRH, MLM, VMC, ANET, ROST, GLW, ARM