Mad Money 08/24/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer analyzes the significant political backlash against the data center buildout, arguing it creates a major headwind for suppliers but could paradoxically benefit large hyperscalers like Amazon and Microsoft. He also discusses the rise in long-term Treasury yields, the uncertainty surrounding the Federal Reserve's upcoming Jackson Hole meeting, and provides his outlook on several individual stocks, including a bullish case for drone-maker AEX and memory-chip giant Micron.
- Political pushback from states like Texas and Pennsylvania is threatening the data center investment thesis, causing multiple compression for related stocks.
- Cramer argues that new regulations will hurt smaller, speculative builders but ultimately benefit large hyperscalers who can afford compliance.
- Long-term Treasury yields are rising due to inflation, massive corporate and government debt issuance, and fiscal concerns.
- Uncertainty surrounds the new Fed Chair's upcoming Jackson Hole speech, creating a potential risk event for the market.
- Cramer interviews the CEO of AEX (AVX), concluding that the defense drone company's stock is an attractive buy after a steep sell-off.
- He reiterates a long-term bullish thesis on Micron (MU), arguing its heavy investment in US manufacturing is the right strategy for growth.
- The Lightning Round features positive calls on Morgan Stanley, Palantir, and Williams Companies.
- Cramer advises avoiding MicroStrategy due to its high debt load and Rocket Lab due to insider selling.
Идеи
Data center politics will compress multiples.
Due to the political backlash and negative rhetoric surrounding data centers, the market will not be willing to pay a high multiple for related stocks like Micron. Even though Micron's long-term supply agreements are ironclad, the negative chatter will cause its price-to-earnings multiple to shrink. Investors should not be as heavily invested in the theme and should consider selling some shares.
Data center rules help big tech.
The political backlash and new regulations against data centers will not hurt the major hyperscalers. In fact, it will act as a godsend by crushing smaller, speculative builders who cannot afford to comply with new local rules. This reduces competition for land, labor, and electricity, ultimately helping the bottom lines of the big tech companies.
Company has too much debt.
I am not in favor of owning MicroStrategy. The primary reason is that the company has too much debt on its balance sheet.
Quantum computing threat to Bitcoin distant.
I have changed my mind on the threat of quantum computing to Bitcoin. I previously sold based on this risk, but I now believe quantum is happening 'way too late' and is much further in the distance than I feared. This removes a major overhang for Bitcoin, and I am much less worried.
Long-term bond yields will continue rising.
Long-term interest rates are going to continue to rise. This is driven by a combination of factors: persistent inflation, massive bond supply from tech companies building data centers, and renewed investor nervousness about the massive US national debt. The Treasury Department's attempts to buy back bonds are too small to fix the problem.
Fed uncertainty creates near-term market risk.
The stock market is 'flying blind' ahead of the new Fed Chair's first Jackson Hole speech. The chair has intentionally provided very little forward guidance, creating significant uncertainty. If he ignores current events like the inflation flare-up and rising yields, he could come off as oblivious and hurt the market. This is a major event to watch.
A great speculative AI infrastructure play.
CoreWeave is a 'terrific spec' on the continued AI buildout. As a provider of underlying AI infrastructure, it stands to benefit as the theme grows, regardless of which specific AI applications or platforms ultimately succeed. It's a speculative play due to its balance sheet, but a good one.
Morgan Stanley is great, don't sell.
Morgan Stanley is a 'great' company and investors with large gains should not sell the stock. While taking some profits is acceptable, the fundamental view on the company is very positive.
Long-term robotics CPU thesis is intact.
Despite being wrong on the stock's recent price action, the long-term thesis for Intel remains intact. The market is overly negative, driven by a government share overhang and general dislike for the company. However, the underlying potential, particularly for its CPUs as a key component for the future of robotics, is being overlooked.
Unwarranted stock decline creates an opportunity.
AEX, a defense company making drones and unmanned systems, has seen its stock fall dramatically below its IPO price. However, the company's fundamentals appear strong: it's a fast-growing US-based manufacturer with battle-proven technology, a key role in Ukraine, and a strategic acquisition of Black Sea Technologies. The stock's decline seems unwarranted, presenting a buying opportunity.
Too speculative and CEO is selling.
I am not a fan of Rocket Lab. The stock is too speculative, and a major red flag is that the CEO recently sold $82 million worth of his shares.
Good company with upcoming LNG catalyst.
Canadian Natural Resources is one of the better oil and gas companies. A specific catalyst for the Canadian natural gas sector is the new liquefied natural gas (LNG) export capacity coming online in British Columbia, which will be terrific for these companies.
Great spec with an amazing quarter.
I am not backing away from my bullish call on Palantir. The company had an amazing quarter. While it is a speculative stock, the thesis is intact and I'm sticking with it.
A terrific natural gas pipeline stock.
I love Williams Companies. It is a terrific natural gas pipeline company and a good stock to own.
Investor hate will cap the stock.
While IBM's business may be doing better than people think, the stock should be avoided. The key reason is the intense negative sentiment from investors who 'hate the stock', which will likely serve as a cap on its performance.
Далее
This CNBC video, published August 25, 2026, features Jim Cramer discussing MU, AMZN, MSFT, META, GOOGL, MSTR, BTC, TLT, SPY, CORZ, MS, INTC, AVX, RKLB, CNQ, PLTR, WMB, IBM. 15 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: MU, AMZN, MSFT, META, GOOGL, MSTR, BTC, TLT, SPY, CORZ, MS, INTC, AVX, RKLB, CNQ, PLTR, WMB, IBM