Mad Money 05/01/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Carley Garner
— Брокер / Рыночный аналитик
Jim Cramer reviews the upcoming earnings week, highlighting key reports from AMD, CVS, McDonald's, and others, and gives specific stock picks. He also warns that massive IPOs from SpaceX, OpenAI, and Anthropic could drain market liquidity. Technical analyst Carly Garner presents bullish seasonality for natural gas and bearish signals for live cattle. The lightning round includes speculative picks like Aurora Innovation and Amprius.
- Cramer discusses the week's earnings lineup and shares his bullish views on AMD, CVS, McDonald's, and several data center plays.
- He expresses concern that the upcoming mega IPOs (SpaceX, OpenAI, Anthropic) could overwhelm the market and lead to a correction.
- Carly Garner provides a technical outlook for natural gas (bullish) and live cattle (bearish) based on seasonality and speculative positioning.
- Cramer fields lightning round calls, endorsing RTX as a buy after a drop and Aurora Innovation and Amprius as speculative bets.
- The episode also includes an interview with Columbia Sportswear's CEO, though Cramer does not give a direct buy recommendation.
- Cramer emphasizes that the labor report on Friday is the most important data point for the market's direction.
Идеи
Berkshire undervalued due to retirement premium loss
Berkshire Hathaway's stock is underperforming due to the perceived loss of the Buffett premium after his retirement, but the company has built a tremendous portfolio of properties and super stocks, making this short-sighted and creating a buying opportunity.
Palantir is a unique consulting firm worth owning
Palantir Technologies has an excellent book of business with many satisfied customers, and while the market has lost its taste for expensive software, it is a one-of-a-kind consulting firm worth owning.
ON Semi to catch up after NXP earnings
On Semiconductor is a beneficiary of the semiconductor rally, and after NXP's parabolic move post-earnings, it makes sense to buy ON Semi as a catch-up trade.
AMD will surprise upside this week
AMD is likely to deliver an upside surprise this earnings week, and with CEO Lisa Su being the best, he is buying AMD ahead of the quarter.
Data center connectivity plays are buys
Lumentum, Arista Networks, and steer labs are all companies that help data center machines communicate with each other, and he is buying them as bets on data center connectivity demand.
CVS set for good quarter, CEO fixed company
CVS Health is expected to report a good quarter thanks to CEO David Joyner's turnaround efforts, the closure of Rite Aid, and Walgreens' struggles, plus Aetna's strong numbers buried within CVS.
Dutch Bros is a serial upside surprise
Dutch Bros has been a serial upside surprise and offers a great coffee product (the Annihilator), making it an attractive coffee stock.
McDonald's value package drives buy case
McDonald's is worth buying because its value package is popular, competition has become less effective, and the stock has drifted lower despite strong fundamentals.
Natural gas due for seasonal rebound
Natural gas futures are about to reverse higher due to a bullish seasonal pattern (spring shoulder season turning to summer), extreme bearish positioning by speculators (net short), and support holding at the trend line near 2.40.
Cattle prices headed for correction
Live cattle futures have reached extreme bullish levels with a negative divergence on RSI, speculators are heavily net long (one of the largest in history), and the seasonal pattern suggests a peak in April followed by a correction in May and June.
Aurora is a worthy spec in physical AI
Aurora Innovation is a worthy speculative play in physical AI, with smart founders, though profitability timing is uncertain.
RTX is a monster buy after drop
RTX is a monster buy after a large decline that makes no sense; fears of reduced air travel are overblown and the stock is oversold.
Amprius is a sensible storage spec
Amprius Technologies is a speculative energy storage play that makes sense and is worth owning as a spec.
Далее
This CNBC video, published May 02, 2026, features Jim Cramer, Carley Garner discussing BRK.B, PLTR, ON, AMD, steer labs, ANET, LITE, CVS, BROS, MCD, NG_F, Live Cattle Futures, AUR, RTX, AMPX. 13 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer, Carley Garner · Tickers: BRK.B, PLTR, ON, AMD, steer labs, ANET, LITE, CVS, BROS, MCD, NG_F, Live Cattle Futures, AUR, RTX, AMPX