Mad Money 04/27/26 | Audio Only

Watch on YouTube ↗  |  April 27, 2026 at 23:54  |  44:15  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer highlights a two-tiered market with AI/data center stocks surging while others lag. He recommends specific semiconductor, memory, and AI-related stocks, warns against gold and certain names, and discusses risks from upcoming mega-IPOs. The show includes rapid-fire stock calls and analysis of gold's changing behavior.

  • Cramer identifies a two-tiered market: AI/data center stocks outperforming the rest.
  • He recommends CPU complex stocks (Intel, AMD, ARM) and Nvidia as long-term holds.
  • Memory stocks (Micron, Western Digital, Seagate) are in short supply and rallying.
  • He advises taking profits on gold due to speculative behavior and bearish chart patterns.
  • Cramer endorses Dutch Bros, TSM, Ollie's Bargain Outlet, and several speculative names.
  • He warns against Novo Nordisk, Joby, Fabrinet, Kaiser Aluminum, and Talon Energy.
  • Upcoming IPOs of OpenAI, SpaceX, and Anthropic pose a liquidity risk to the market.
  • Cramer discusses data center electricity costs with utility CEOs and dismisses rate hike fears.
Trade Ideas
Jim Cramer Host, Mad Money 1:54
CPU stocks to rally rest of year
Companies in the CPU complex (Intel, AMD, ARM) will perform well for the rest of the year as AI data center buildout drives demand, and recent pullbacks are buying opportunities.
INTC AMD ARM HIGH
Jim Cramer Host, Mad Money 3:59
Own Nvidia, don't trade it
Nvidia is the core AI beneficiary with strong demand and no sellers; long-term hold despite pullbacks.
NVDA HIGH
Jim Cramer Host, Mad Money 4:05
Memory stocks benefit from supply shortage
Memory and storage stocks like Micron, Western Digital, and Seagate are in short supply as essential components for AI servers, driving prices higher.
MU WDC STX MED
Jim Cramer Host, Mad Money 4:30
Best cap-ex stocks in semis
KLA and Applied Materials are the best capital expenditure stocks in semiconductors, benefiting from data center buildout.
KLAC AMAT MED
Jim Cramer Host, Mad Money 8:16
Dutch Bros excellent entry point
Dutch Bros is an excellent buy with expected strong numbers, though high PE suggests dollar-cost averaging.
BROS HIGH
Jim Cramer Host, Mad Money 8:50
TSM pullback is a buy
TSM is a terrific company with a strong quarter; the post-earnings pullback is a buying opportunity.
TSM HIGH
Jim Cramer Host, Mad Money 9:41
Avoid Novo Nordisk, losing share
Novo Nordisk will lose significant market share to Eli Lilly, so investors should avoid the stock.
NVO MED
Jim Cramer Host, Mad Money 23:28
Gold likely to get clobbered
Gold's chart suggests a likely decline in the next couple of months as it has been trading like a speculative asset, not a hedge. Time to take profits.
GOLD HIGH
Jim Cramer Host, Mad Money 25:01
Reliance is a fine company
Reliance Inc (RS) is a fine company with terrific numbers, not outrageously expensive, and worth owning despite a recent parabolic move.
RS MED
Jim Cramer Host, Mad Money 31:49
Ollie's belongs on shopping list
Ollie's Bargain Outlet (Ali's) is now more fairly priced at 20x earnings with a solid growth runway; risk-reward is enticing for gradual buying.
OLLI MED
Jim Cramer Host, Mad Money 33:36
Joby too risky, avoid
Joby is way too risky for a new investor; it can drop quickly.
JOBY MED
Jim Cramer Host, Mad Money 34:02
Billion to One is a winner
Billion to One is a good diagnostic company; despite sector weakness, the stock hasn't run and is a winner.
Billion to One MED
Jim Cramer Host, Mad Money 34:28
Boston Scientific wait for bottom
Boston Scientific faces strong competition; he wants to see the stock bottom before recommending it.
BSX MED
Jim Cramer Host, Mad Money 34:54
Rocket Lab is a winner
Rocket Lab is a winner; the stock barely dipped after a recent problem, and it is a speculative stock worth blessing.
RKLB HIGH
Jim Cramer Host, Mad Money 35:30
Fabrinet needs to cool
Fabrinet needs to cool after a 200% rally; buying here risks a downdraft.
FN MED
Jim Cramer Host, Mad Money 36:22
Pinnacle good, buy on weakness
Pinnacle is a good utility company; buy some here and more on weakness, though not a data center beneficiary.
PNW MED
Jim Cramer Host, Mad Money 36:51
Talon Energy not for me
Talon Energy hasn't rallied despite the Iran oil spike; it's a power infrastructure play without a good yield, not for him.
Talon Energy MED
Jim Cramer Host, Mad Money 37:26
Intuitive Machines is a winner
Intuitive Machines is a speculative stock to endorse, likely to benefit ahead of the SpaceX IPO.
LUNR MED
Jim Cramer Host, Mad Money 37:58
2XO winner with rate cut catalyst
2XO (Brad Jacobs) is a winner; acquisitions and eventual rate cuts should drive the stock from $20 to $30.
2XO MED
Jim Cramer Host, Mad Money 39:21
Kaiser too extended, avoid
Kaiser Aluminum has spiked straight up; despite tariff tailwinds, the stock is too extended to recommend.
KALU MED
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This CNBC video, published April 27, 2026, features Jim Cramer discussing INTC, AMD, ARM, NVDA, MU, WDC, STX, KLAC, AMAT, BROS, TSM, NVO, GOLD, RS, OLLI, JOBY, Billion to One, BSX, RKLB, FN, PNW, Talon Energy, LUNR, 2XO, KALU. 20 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: INTC, AMD, ARM, NVDA, MU, WDC, STX, KLAC, AMAT, BROS, TSM, NVO, GOLD, RS, OLLI, JOBY, Billion to One, BSX, RKLB, FN, PNW, Talon Energy, LUNR, 2XO, KALU