Cramer's Stop Trading: D.R. Horton

Watch on YouTube ↗  |  January 20, 2026 at 15:17  |  1:47  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
David Faber — Anchor, Squawk on the Street / Media Analyst

Summary

Jim Cramer used his Stop Trading segment to flag D.R. Horton as a non-speculative, inexpensive homebuilder whose shares have rebounded even as mortgage rates rise, while warning investors to take profits in speculative names. He also weighed in on media M&A, saying Paramount likely has a war chest and will return with another bid for Warner Bros. Discovery, an expectation he says is reflected in Warner Bros. Discovery's stock. Host David Faber noted Netflix shares were up on deal uncertainty.

  • Cramer highlighted D.R. Horton's inexpensive homes and resilient stock action despite higher mortgage rates.
  • Cramer cautioned that speculative situations are the biggest risk after a strong market year.
  • He advised viewers to take some profits off the table in speculative positions.
  • The segment discussed media deal uncertainty around Netflix, Paramount, and Warner Bros. Discovery.
  • Cramer expects Paramount to come back with a bid for Warner Bros. Discovery because it has a war chest and wants scale.
  • Warner Bros. Discovery's stock price reportedly reflects that expectation ahead of a shareholder vote.
Ideas
Jim Cramer Host, Mad Money 0:15
D.R. Horton is inexpensive, non-speculative homebuilder.
Cramer says he is not calling a bottom, but D.R. Horton is notable because it builds the most inexpensive homes, with an average closing price around $368,000, and the stock has come back nicely. Even as mortgage rates creep higher, it has not hurt the company much. He frames D.R. Horton as an inexpensive, non-speculative stock, unlike the speculative situations he is worried about, so it is a name to keep watching.
DHI MED
Jim Cramer Host, Mad Money 1:18
Paramount likely returns with Warner Bros. bid.
Cramer says David Zaslav's talk about scarcity value leads him to believe Paramount has a war chest and wants scale. With little time before the shareholder vote, he thinks many expect Paramount to come back with another bid, and that expectation is reflected in Warner Bros. Discovery's stock price. This is an event-driven media M&A setup to monitor for Paramount and Warner Bros. Discovery.
PSKY WBD MED
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This CNBC video, published January 20, 2026, features Jim Cramer discussing DHI, PSKY, WBD. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: DHI, PSKY, WBD