Mad Money 07/08/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Michelle Gass
— Президент и CEO Levi Strauss & Co.
Jim Cramer warns about a potential supply glut from heavy equity and bond issuance but says it's not yet a crisis. He endorses buying Nvidia, FedEx, FedEx Freight, GE Vernova, and SpaceX on weakness, while advising caution on TPC Holdings until it pulls back. In the lightning round he gives quick sells on AT&T, Danaher, Wendy's and buys on Amprius, with a bounce play on LyondellBasell. An interview with Levi Strauss CEO Michelle Gass highlights the company's strong quarter.
- Cramer raises concern over a flood of new stock/bond supply that could eventually hurt the bull market.
- Nvidia recommended as a buy due to cheap valuation relative to growth, despite recent volatility.
- FedEx and FedEx Freight both viewed as buying opportunities after pullbacks, with strong underlying demand and confusion-driven sell-offs.
- TPC Holdings (Doncasters) is attractive but overvalued relative to Howmet; Cramer suggests waiting for a pullback before buying.
- GE Vernova called a great buy after a sharp drop, citing turbine shortages and leadership in power/electrification.
- SpaceX initiated overweight by Morgan Stanley; Cramer endorses buying for long-term optionality from Starlink, orbital compute, and robots.
- Levi Strauss posts strong results, driven by women's growth, DTC, and raised guidance; CEO remains constructive on the consumer.
- Lightning round: avoid AT&T, Danaher, Wendy's; buy Amprius Technologies; LyondellBasell may bounce then sell.
Идеи
Nvidia is cheap on growth, own.
Nvidia is extremely cheap on earnings compared to its growth rate, making it one of the cheapest stocks in the S&P; own it rather than trade it.
Sell AT&T, no growth.
AT&T lacks growth and is up against Starlink competition, so it's time to sell.
Avoid Danaher, big disappointment.
Danaher has been a huge disappointment; avoid the stock.
Buy FedEx on pullback.
FedEx's pullback is a buying opportunity; strong demand, cost initiatives, cheap valuation below 18x forward earnings, and conservative guidance likely to be beaten.
Buy FedEx Freight, spin-off opportunity.
FedEx Freight's post-spin sell-off creates a buying opportunity; largest LTL player, freight market recovering, dedicated management, temporary confusion from calendar change.
Wait for pullback in TPC Holdings.
TPC Holdings (Doncasters) has strong aerospace and power generation end markets, high barriers to entry, accelerating revenue, but trades at a premium to Howmet; wait for a pullback to $42 or ideally the $30s before buying.
GE Vernova turbines in short supply, buy.
GE Vernova is a great buy after being crushed; leader in turbines which are in short supply, strong position in power, wind, and electrification.
Avoid Wendy's, weak franchise.
Wendy's turnaround is challenging due to weak franchise strength and a difficult fast-food environment; avoid the stock.
Buy Amprius, good spec.
Amprius Technologies is a good speculative buy after the pullback; get back in.
LYB cheap, bounce then sell.
LyondellBasell is inexpensive at 6x earnings with a 5% yield; may bounce back, then sell into strength.
Buy SpaceX for long-term optionality.
SpaceX has massive optionality from Starlink broadband, orbital compute, and robot/autonomous connectivity; if Elon Musk executes and gets government backing, huge upside; buy some here and on dips for the long haul.
Далее
This CNBC video, published July 08, 2026, features Jim Cramer discussing NVDA, T, DHR, FDX, FedEx Freight, DPC, GEV, WEN, AMPX, LYB, SPCX. 11 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: NVDA, T, DHR, FDX, FedEx Freight, DPC, GEV, WEN, AMPX, LYB, SPCX