Mad Money 04/17/26 | Audio Only

Watch on YouTube ↗  |  April 17, 2026 at 23:51  |  43:57  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer discusses the strong market rally fueled by peace in the Middle East and provides a detailed game plan for upcoming earnings. He shares insights from alternative data firm 100X on AI trends and consumer behavior, analyzes the IPO of drone maker AEX, and answers viewer questions from the CNBC Investing Club and lightning round. Cramer emphasizes key stock recommendations, including Nvidia as the essential AI play.

  • Market rallied 4% this week on Middle East peace and Strait of Hormuz reopening.
  • Earnings preview covers multiple sectors including aerospace, tech, healthcare, and consumer goods.
  • Interview with Rob Pace of 100X shows Claude leading ChatGPT in future usage intent and Chipotle improving under new CEO.
  • IPO analysis of defense drone maker AEX recommends buy due to growth and valuation.
  • Investing club Q&A addresses REITs, Bloom Energy, General Motors, portfolio construction, and gold.
  • Lightning round includes recommendations for Vertex Pharmaceuticals and Copart, with cautions on others.
  • Final segment highlights Nvidia as undervalued AI leader, advising buy on dips.
  • Overall theme of navigating earnings season and identifying bull markets in various sectors.
Trade Ideas
Jim Cramer Host, Mad Money 3:08
Buy RTX ahead of earnings due to dip.
RTX has a curious mixture of defense and commercial aerospace, and it's had a rare dip, so I buy the stock ahead of the quarter because these dips tend not to last.
Jim Cramer Host, Mad Money 3:31
Buy Boeing as earnings call will be positive.
Boeing stock was sold off due to fears of a long war and lower orders, but on the earnings call, it will be positive this time, not negative, so it's a buy.
Jim Cramer Host, Mad Money 4:56
Service Now earnings should boost the stock.
Service Now is expected to report a very solid number, and good news will move the stock higher, unlike past quarters where it was ignored.
Jim Cramer Host, Mad Money 5:19
IBM's strong quarter will reverse prior drop.
IBM got blasted last quarter unjustly, and I think it will reverse that move with a strong quarter, including progress in quantum computing.
Jim Cramer Host, Mad Money 5:37
Lam Research quarter could be explosive.
Lam Research builds semiconductor capital equipment needed for memory chip makers, and its quarter could be explosive.
Jim Cramer Host, Mad Money 5:55
Sell Honeywell on earnings day to avoid drop.
Honeywell typically sells off when it reports earnings, so you should sell some on report day to avoid getting hurt, even though the numbers are good.
Jim Cramer Host, Mad Money 6:41
Buy American Express after earnings dip.
American Express usually retreats when earnings are reported and then runs a couple days later, so wait till the end of the day or next morning to buy to avoid knee-jerk selling.
Jim Cramer Host, Mad Money 7:06
Lockheed Martin is a buy on strong orders.
Lockheed Martin's quarter could be a blockbuster because CEO Jim Taiclet has done a terrific job handling government orders, and there are plenty more to come, so it's a buy even without more war.
Jim Cramer Host, Mad Money 7:18
Watch Intel and buy after earnings.
Intel is on a successful turnaround, but last quarter the street greeted it poorly, so don't buy until you see the quarter, and then pick some up.
Jim Cramer Host, Mad Money 7:43
Procter & Gamble is cheap and a hedge.
Procter & Gamble's quarter might be weak as it's too soon for a turnaround, but the stock is very cheap and acts as a hedge on a slowdown, so I like it very much.
Jim Cramer Host, Mad Money 19:52
Buy Chipotle on positive trends and value.
Chipotle has positive trends under new CEO Scott Boatright, with future purchase intent going up as they provide more value for the price, so you should start buying here.
Jim Cramer Host, Mad Money 21:10
Buy AEX as it's cheap in drone defense.
AEX is at the center of the hottest trend in the defense industry (drones), with strong revenue growth and profitability, and the stock is too cheap at current levels, so buy it.
Jim Cramer Host, Mad Money 32:00
Sell some Bloom Energy due to parabolic move.
Bloom Energy is the real deal, but the stock has had a parabolic move, so you should sell some to take profits because parabolic moves often don't survive.
Jim Cramer Host, Mad Money 33:10
Buy General Motors due to CEO Mary Barra.
General Motors has an amazing CEO, Mary Barra, who will handle the transition between electric and internal combustion engines, so buy the stock.
Jim Cramer Host, Mad Money 35:24
Hold gold as insurance despite changes.
Gold no longer acts as a hedge against geopolitical turmoil because it attracts speculative buyers, but it's still good to hold as insurance, so hold on to your gold.
Jim Cramer Host, Mad Money 36:56
Vertex Pharmaceuticals is a good buy.
Vertex Pharmaceuticals is very strong, and it was a mistake not to buy it earlier, so it's a good buy.
Jim Cramer Host, Mad Money 39:19
Buy Copart as it's too cheap.
Copart is an insurance company with vehicle supplies, and the stock is too cheap, so I want to buy it, thinking it's at the bottom.
Jim Cramer Host, Mad Money 42:14
Buy Nvidia on dips as AI leader.
Nvidia is the inventor of AI and leads in memory and compute, with strong clients like Anthropic, and it's undervalued at 15 times earnings, so buy it on any dip ahead of earnings.
Up Next

This CNBC video, published April 17, 2026, features Jim Cramer discussing RTX, BA, NOW, IBM, LRCX, HON, AXP, LMT, INTC, PG, CMG, AEX, BE, GM, GOLD, VRTX, CPRT, NVDA. 18 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: RTX, BA, NOW, IBM, LRCX, HON, AXP, LMT, INTC, PG, CMG, AEX, BE, GM, GOLD, VRTX, CPRT, NVDA