Mad Money 04/10/26 | Audio Only

Watch on YouTube ↗  |  April 10, 2026 at 23:53  |  43:53  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer cautions about market overconfidence due to geopolitical risks with Iran while outlining a bullish game plan for upcoming earnings, particularly in banks and defense stocks. He interviews RBN Energy's David Brazil on the tight oil market and advocates for defense stocks like Lockheed Martin and RTX due to multi-year replenishment cycles. The show includes call-in segments where Cramer gives stock advice and plays 'Am I Diversified' and the Lightning Round.

  • Cramer warns of market overconfidence given tenuous Iran ceasefire.
  • He previews earnings for major banks and companies, expressing bullish views on several.
  • Interview with RBN Energy highlights tight oil supply and potential for higher gas prices.
  • Defense stocks are recommended for a multi-year run due to missile stockpile replenishment.
  • Cramer gives bullish calls on Uber, Shake Shack, and specific stocks in the Lightning Round.
  • Portfolio reviews in 'Am I Diversified' suggest swaps into healthcare and defense.
  • Cramer reflects on interview accountability, citing CoreWeave and McCormack examples.
  • The Lightning Round includes quick opinions on stocks like Sonos and Chevron.
Trade Ideas
Jim Cramer Host, Mad Money 2:45
Bullish on Goldman Sachs for earnings and risk management.
Cramer has a very big long position and expects solid earnings from Goldman Sachs because the firm is best at managing risk, which is crucial in volatile markets.
Jim Cramer Host, Mad Money 3:38
Wells Fargo is a long-term turnaround.
Wells Fargo is a long-term turnaround story under CEO Charlie Sharp, who is willing to buy back a lot of stock to get the stock price higher.
Jim Cramer Host, Mad Money 3:51
Citigroup likely to jump on low estimates.
Citigroup is loved by everyone on Wall Street, estimates are always too low, and the stock is the most likely to jump higher next week.
Jim Cramer Host, Mad Money 4:10
Johnson & Johnson transformed with strong pipeline.
Johnson & Johnson has the most blockbusters and the best pipeline in the industry, having transformed by shedding slower-growing divisions and focusing on life-saving drugs.
Jim Cramer Host, Mad Money 4:41
Morgan Stanley poised for IPO boom.
Morgan Stanley should have a good quarter and a fabulous 2026 due to an expected great number of IPOs in the second half of the year.
Jim Cramer Host, Mad Money 4:56
Bank of America is solid and reliable.
Bank of America will be solid, and Cramer likes solid; it's a reliable performer.
Jim Cramer Host, Mad Money 5:03
JB Hunt poised as trucking rebounds.
JB Hunt's stock is expected to head higher because the trucking industry is finally on fire after three down years.
Jim Cramer Host, Mad Money 5:11
PepsiCo handles industry challenges effectively.
PepsiCo is the second-best packaged food company and has navigated challenges like GLP-1 drugs and healthy diets well, with a CEO who listens to the customer.
Jim Cramer Host, Mad Money 5:40
Abbott Labs needs convincing catalysts.
Abbott Labs stock is down 20% for the year, but Cramer is uncertain if it belongs on the 52-week low list; it needs to give reasons on the call to go higher.
Jim Cramer Host, Mad Money 6:00
Netflix remains an entertainment juggernaut.
Netflix is a juggernaut that came from nowhere to build the greatest entertainment company on earth and can just keep doing what they're doing, unaffected by the failed Warner Brothers Discovery purchase.
Jim Cramer Host, Mad Money 6:27
Regional banks poised for takeover potential.
Regional banks like Fifth Third, Regions, and Truist are liked because they provide a sense of Main Street, and 2026 could be the year of takeovers as big banks with looser regulation try to buy smaller banks.
Jim Cramer Host, Mad Money 8:54
Uber is very cheap here.
Uber is very cheap right now, and Cramer loves it despite being an Uber guy (not Lyft).
Jim Cramer Host, Mad Money 10:20
Shake Shack turnaround under new CEO.
Shake Shack should be held because of a fundamental change at the company with new CEO Rob Lynch, who is a winner, making it a turnaround story.
Jim Cramer Host, Mad Money 22:06
Defense stocks set for multi-year run.
Defense stocks like Lockheed Martin, RTX, and L3 Harris are poised for a major multi-year run because the U.S. needs to spend hundreds of billions to rebuild weapon stockpiles, especially missiles, after supplying Ukraine, Israel, and using supplies in the Iran war.
Jim Cramer Host, Mad Money 25:47
Palantir undervalued with Trump endorsement.
Palantir is a great company with war-fighting capabilities, and while it's down due to AI displacement fears, Trump's endorsement could help; Cramer believes it works its way back over time.
Jim Cramer Host, Mad Money 37:01
Hold Carpenter Technology, it's amazing.
Carpenter Technology is an amazing company and should be held onto, as it has performed well.
Jim Cramer Host, Mad Money 38:10
Avoid Sonos, not making money.
Sonos is a no-go because the company isn't making money, and Cramer won't recommend it until it does.
Jim Cramer Host, Mad Money 38:36
Chevron better than Exxon, prefer it.
Chevron runs a better company than Exxon and is the preferred oil stock, especially for offshore drilling expertise.
Up Next

This CNBC video, published April 10, 2026, features Jim Cramer discussing GS, WFC, C, JNJ, MS, BAC, JBHT, PEP, ABT, NFLX, FITB, RF, TFC, UBER, SHAK, LMT, RTX, LHX, PLTR, CRS, SONO, CVX. 18 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: GS, WFC, C, JNJ, MS, BAC, JBHT, PEP, ABT, NFLX, FITB, RF, TFC, UBER, SHAK, LMT, RTX, LHX, PLTR, CRS, SONO, CVX