Ideas
Housing green shoots lift homebuilders.
Housing is showing green shoots as pricing and mortgage rates come down, and a proposed penalty-free 401(k) home-buying rule could send D.R. Horton and other homebuilders much higher.
Bill Brown makes 3M nimbler.
Cramer likes 3M ahead of its quarter because CEO Bill Brown, formerly of L3Harris, is a fierce competitor who has made the company much more nimble.
Buy big five travel names.
Travel remains a durable theme because consumers are long on money and short on time; buy United Airlines, Delta, American Express, Booking Holdings, and Marriott into earnings.
J&J pure pharma worth owning.
J&J is now a pure-play pharma after spinning off orthopedics, its drug pipeline can shine without the commoditized knee-hip-joint business, and the talc litigation no longer matters to the stock as it fights individual claims.
Aging wealth transfer benefits brokers.
A massive wealth transfer from baby boomers to younger generations creates a $100 trillion wall of money, and Charles Schwab, Morgan Stanley through E*Trade, and Robinhood are the biggest beneficiaries.
Oversold P&G can bounce.
P&G may not deliver near-term fireworks after pre-announcing negatives, but its new CEO, tremendous brands, depressed valuation, and near-3% yield make it capable of bouncing.
Aircraft backlog drives GE Aerospace.
GE Aerospace should post a spectacular quarter given the huge aircraft backlog, and CEO Larry Culp is highly regarded.
Gold still buyable at highs.
Gold has been red hot, but Cramer still thinks it can be bought even at elevated levels.
Freeport gains from copper, gold.
Freeport-McMoRan is a copper and gold producer that should get its fair share of money as both commodities stay hot; copper is pricey but needed for data centers, making it a two-for-one.
Copper needed by data centers.
Copper is pricey, but data-center demand makes it a needed input worth monitoring.
Intel rally outran earnings.
Intel has flown on CEO Lip-Bu Tan and the made-in-America semiconductor narrative, but competition is intense and actual earnings may not be big enough after the run, so give it a rest.
Capital One buyback offsets rate fears.
Capital One was hit by fears of a credit-card rate cap, but those fears have faded; it has plenty of cash, a huge buyback, and optionality in the Discover network.
Intuitive Surgical estimates can rise.
Intuitive Surgical had a monster quarter and Cramer expects another blowout, meaning estimates can go higher before competition from Medtronic or J&J matters.
Packaged-food premium multiple at risk.
McCormick's premium multiple is at risk because the packaged-food business has become the new coal in this market and the company may no longer beat numbers as overseas growth fades.
Packaged food is new coal.
The packaged-food business is the new coal in this market and is unattractive.
Low oil hurts SLB results.
SLB may have Venezuela contract hopes, but crude below $60 makes it very hard for the oil-service company to deliver special numbers.
Reddit remains a future winner.
Despite volatile trading and a high P/E, Cramer still likes Reddit and has included it among future winners.
Boeing cash flow turnaround continues.
Boeing is a bountiful cash-flow story rather than an earnings story, CEO Kelly Ortberg is turning the corner, and Cramer insists investors continue to own it as his favorite travel stock.
Fragile freight makes JB Hunt expensive.
JB Hunt's earnings beat came from cost cuts and buybacks while freight demand remained fragile and revenue per load declined; after a 50% run, the stock is expensive at 27 times earnings.
Freight sector remains weak.
JB Hunt's commentary indicates weak demand and a fragile freight market; only the market leader can take share, while the rest of the trucking sector must cope with a bad environment.
Watch FedEx Freight spin-off.
FedEx Freight's spun-off shares start trading in June and could be compelling if priced reasonably, with upbeat management.
Aquestive FDA uncertainty, no new buys.
FDA deficiencies create major uncertainty and lower confidence, but holders should not sell after the crash because approval and overseas opportunities remain possible; non-owners have no reason to buy.
Large pharma safer than biotech speculation.
Investors uncomfortable with speculative biotech risk should steer toward large-cap pharma, which offers less near-term upside but will not get cut in half by a single FDA decision.
CVS better than UnitedHealth.
Cramer prefers CVS over UnitedHealth because it has a better yield, includes Aetna, and David Joyner has cleaned up many problems.
Sell GE Healthcare on weak setup.
GE Healthcare lacks the positives of GE Vernova and GE Aerospace, so Cramer says sell; if wanting medical devices, own Medtronic or Abbott instead.
Medtronic preferred medical-device name.
If investors want medical-device exposure, Cramer prefers Medtronic over GE Healthcare.
Wait for Abbott earnings.
Abbott is another preferred medical-device alternative, but investors should wait for next week's earnings before acting.
Crinetics is vetted spec biotech.
Crinetics is a better speculation than Aquestive because Goldman Sachs has vetted it with a buy recommendation, it has money, and it is not a low-dollar stock.
Love Cheniere LNG exposure.
Cramer loves Cheniere Energy as a liquefied natural gas play.
Best mall operator Simon.
David Simon is the best mall operator, supporting Simon Property Group.
Avoid VICI's disliked properties.
Cramer does not like VICI's properties and the portfolio already has two REITs, so he tells the caller to get rid of it.
TSMC is top semiconductor manufacturer.
Nvidia, unlike memory makers, saw the AI demand wave and partnered with Taiwan Semiconductor, so high-end chips have no bottleneck or shortage and latest products are available.
Agnico is favorite gold miner.
Cramer calls Agnico Eagle Mines his favorite gold company.
Caterpillar among best machinery names.
Cramer calls Caterpillar one of the best machinery companies in the world.
AEP is favorite utility.
Cramer says American Electric Power has been one of his favorite utilities for multiple years.
High-yield pipeline Energy Transfer favored.
Cramer really likes Energy Transfer as a high-yielding pipeline company.
Santander has delivered big gains.
Cramer recommended Banco Santander at 3 and it is now 12, and he has urged CEO Ana Botín to come on the show.
Honeywell finally gets credit.
Honeywell is finally getting credit for all the things it is doing and is an aerospace, security, and breakup play.
Ares Capital opacity and yield risk.
Cramer does not like Ares Capital because he cannot tell what it owns and its 9% yield makes him nervous, so he tells the caller to get out.
Oscar Health setup for breakout.
Cramer likes Oscar Health CEO Mark Bertolini and the company's ACA marketplace setup, with membership and revenue growing and subsidies likely extended.
Sell SMCI, own Nvidia.
Cramer tells the caller to sell SMCI and instead own Nvidia for that area of the market.
Huntington always comes through.
Cramer says Huntington National Bank always comes through and is terrific.
Key also terrific bank.
Cramer also likes Key and calls it terrific.
UiPath upside beckons despite wait.
UiPath was added to the S&P 1000, had good earnings and a nice pullback, and Cramer thinks CEO Daniel Dines is good; upside beckons even if investors wait longer.
Sell commoditized Smith & Nephew.
Cramer says Smith & Nephew must be sold because orthopedics is commoditized and he does not like the group.
Medline is unbelievable.
Cramer calls Medline unbelievable and says it has nine buys.
Buy STMicroelectronics on valuation.
Cramer says STMicroelectronics is cheap and good, and though it trades around 40 times versus peers with growth, he would be a buyer.
Political risk hits Constellation, Vistra.
Presidential involvement in the power sector creates too much uncertainty, and after big gains in Constellation Energy or Vistra, Cramer says it is time to move on.
Memory-chip shortage drives prices higher.
Data-center memory and flash chips are in critical short supply, prices are skyrocketing, and new fabs take years to build, so Micron, SanDisk, Western Digital, and Seagate can keep going higher.
Memory capacity boom lifts semi equipment.
There is not enough semiconductor capital equipment to expand memory production fast enough, and Micron's $100 billion fab will be full of hardware from Applied Materials, KLA, and Lam Research.
This CNBC video, published January 17, 2026,
features Jim Cramer
discussing DHI, XHB, MMM, UAL, DAL, AXP, BKNG, MAR, JNJ, SCHW, MS, HOOD, PG, GE, GLD, FCX, COPPER, INTC, COF, ISRG, MKC, Packaged food, SLB, RDDT, BA, JBHT, Trucking sector, FedEx Freight, AQST, XPH, CVS, GEHC, MDT, ABT, CRNX, CHENIERE, SPG, VICI, TSM, NVDA, AEM, CAT, AEP, ET, SAN, HON, ARCC, OSCR, SMCI, HBAN, KEY, PATH, SNN, MDL, STM, CEG, VST, MU, SNDK, WDC, STX, AMAT, KLAC, LRCX.
50 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
DHI,
XHB,
MMM,
UAL,
DAL,
AXP,
BKNG,
MAR,
JNJ,
SCHW,
MS,
HOOD,
PG,
GE,
GLD,
FCX,
COPPER,
INTC,
COF,
ISRG,
MKC,
Packaged food,
SLB,
RDDT,
BA,
JBHT,
Trucking sector,
FedEx Freight,
AQST,
XPH,
CVS,
GEHC,
MDT,
ABT,
CRNX,
CHENIERE,
SPG,
VICI,
TSM,
NVDA,
AEM,
CAT,
AEP,
ET,
SAN,
HON,
ARCC,
OSCR,
SMCI,
HBAN,
KEY,
PATH,
SNN,
MDL,
STM,
CEG,
VST,
MU,
SNDK,
WDC,
STX,
AMAT,
KLAC,
LRCX
