Mad Money 05/28/26 | Audio Only

Watch on YouTube ↗  |  May 28, 2026 at 23:54  |  44:06  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
Larry Williams — Legendary technician and market historian

Summary

Jim Cramer covers Snowflake's AI pivot driving a 36% surge, highlights drone stocks as Pentagon invests, and discusses Dell's upcoming huge open. He interviews Applied Materials CEO about record AI-driven demand, Hinge Health CEO on its massive market opportunity, and Larry Williams who makes contrarian bullish calls on bonds and MercadoLibre. The lightning round includes picks like QXO, GE Aerospace, and Bitcoin.

  • Snowflake surged 36% after strong quarter and AI pivot with partnerships.
  • Cramer expects Dell to open $60 higher after its earnings.
  • Pentagon's drone investment plan boosts Swarmer, Redcat, Ax, Unusual Machines, and Andas.
  • ARM rises on expectations from Computex talks with Nvidia.
  • Applied Materials CEO confirms record earnings and long AI-driven growth.
  • Hinge Health CEO highlights huge TAM and 97% customer retention.
  • Larry Williams predicts bond rally and MercadoLibre upside based on cycles.
Trade Ideas
Jim Cramer Host, Mad Money 1:01
Snowflake's AI pivot is a winner.
Snowflake's successful pivot to AI, supported by partnerships with Anthropic, OpenAI, and Amazon, and its strong earnings report, make it a compelling investment despite AI displacement fears.
SNOW HIGH
Jim Cramer Host, Mad Money 1:11
Dell will open $60 higher.
Dell had an incredible quarter and the stock is set to open up $60 tomorrow, making it a strong buy.
DELL HIGH
Jim Cramer Host, Mad Money 3:28
Buy drone stocks for Pentagon deals.
The Pentagon is investing in drone companies, so a field bet on the group including Swarmer, Redcat, Ax, Unusual Machines, and Andas is likely to pay off as the government selects winners.
Swarmer Redcat Ax Unusual Machines Andas MED
Jim Cramer Host, Mad Money 4:12
ARM benefits from Computex talks.
ARM's upcoming talks with Nvidia's Jensen Wong at Computex will act as a catalyst, making the stock a buy.
ARM MED
Jim Cramer Host, Mad Money 13:05
Applied Materials is an AI winner.
Applied Materials is a leader in semiconductor capital equipment with record earnings, 30% growth guidance, and unprecedented demand from AI data center buildout, making it a core holding.
AMAT HIGH
Jim Cramer Host, Mad Money 27:13
Hinge Health has huge TAM.
Hinge Health has a massive total addressable market (1% of 1% of US healthcare spend), 97% retention, and is expanding into migraine treatment, making it a compelling long-term growth stock.
HIN HIGH
Larry Williams Legendary technician and market historian 29:10
Bonds will rally as rates fall.
Interest rates are at a cyclical peak every 10 years, the commercial (smart money) is heavily long bonds, and a new Fed chairman adds to the setup, so bonds are set to rally.
TLT MED
Larry Williams Legendary technician and market historian 31:33
MercadoLibre is a contrarian buy.
MercadoLibre is a cyclical stock with a consistent rally pattern; low bullish sentiment (only 10% advisors bullish) and professional accumulation on weakness indicate a contrarian buying opportunity into year-end.
MELI MED
Jim Cramer Host, Mad Money 36:16
Buy QXO on peak rates.
QXO is a buy because interest rates have likely peaked with a new Fed chief, which will benefit the stock.
QXO LOW
Jim Cramer Host, Mad Money 38:58
Bitcoin is a long-term buy.
Bitcoin is a good buy for the long term as a core crypto holding.
BTC LOW
Jim Cramer Host, Mad Money 39:12
GE Aerospace benefits from fuel drop.
GE Aerospace is a buy because gasoline and jet fuel prices are coming down, which should boost the aerospace business.
GE LOW
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This CNBC video, published May 28, 2026, features Jim Cramer, Larry Williams discussing SNOW, DELL, Swarmer, Redcat, Ax, Unusual Machines, Andas, ARM, AMAT, HIN, TLT, MELI, QXO, BTC, GE. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer, Larry Williams  · Tickers: SNOW, DELL, Swarmer, Redcat, Ax, Unusual Machines, Andas, ARM, AMAT, HIN, TLT, MELI, QXO, BTC, GE