Name: Mad Money 07/15/26 | Audio Only
Uploaded: 2026-07-15T23:58:27+00:00
Duration: 2658 s

Speakers

Jim Cramer — Host, Mad Money

Bing West — Former Assistant Secretary of Defense, Author

Summary

Jim Cramer reviews a confusing market rally, voicing skepticism about big tech's sustainability. He highlights Warren Buffett's endorsement of Alphabet, calls Amazon dead money, and endorses Johnson & Johnson on the dip. Cramer interviews BNY CEO Robin Vince, making a strong bullish case for BNY, and First Horizon CEO Brian Jordan, reinforcing a buy-on-weakness thesis for the regional bank. The lightning round yields picks in Howmet Aerospace, Bloom Energy, Enterprise Products, and a road builder, while Adobe is labeled a sell and nuclear stocks are dismissed as pure speculation. Author Bing West warns of a debt-driven crisis and China threat to Taiwan Semiconductor.

Market rally seen as impressionist and possibly unsustainable; skeptical on mega-cap tech.
Buffett's Alphabet buy seen as major endorsement, similar to early Apple investment.
Amazon labeled dead money due to heavy AI spending with no return.
Johnson & Johnson's sell-off called an overreaction, stock should recover.
BNY transforms into a tech-enabled financial platform; stock at all-time highs and best-performing bank.
BlackRock poised for a multi-day move after crossing $15 trillion in assets.
First Horizon a consistent dip-buy, benefiting from strong loan growth and data center build-out in its region.
Adobe a sell on leadership void and competition; nuclear and housing stocks avoided.

Ideas

Jim Cramer Host, Mad Money 1:32

Buffett endorsement rallies Alphabet stock

Warren Buffett's decision to buy Alphabet stock is a powerful endorsement, similar to his Apple investment, signaling the start of a rally and helping the stock clear the overhang from the large secondary offering.

Jim Cramer Host, Mad Money 4:15

Amazon dead money on AI spending

Amazon is dead money because it is spending billions on AI without showing any return, borrowing money, and has unclear funding for future data centers.

Jim Cramer Host, Mad Money 5:37

JNJ selloff overdone, buy dip

Johnson & Johnson's sell-off on a minor cardio franchise miss of a couple hundred million is an overreaction; the stock should perform better and is a buy on the dip.

Jim Cramer Host, Mad Money 6:12

BNY top bank, tech-driven outperformer

Bank of New York Mellon has transformed into a tech-savvy financial platforms company with superior return on common equity and a culture of innovation, driving its stock to all-time highs and making it the best-performing bank.

Jim Cramer Host, Mad Money 6:28

BlackRock multi-day rally after $15T AUM

BlackRock just passed $15 trillion in assets under management and delivered a superb quarter, setting up a multi-day stock move that pulls away from competitors.

Jim Cramer Host, Mad Money 7:34

Buy AbbVie, fantastic performance

AbbVie is performing fabulously, not just a spin-off, and should be bought.

Jim Cramer Host, Mad Money 8:20

Cramer says sell or avoid Adobe due leadership void and competitive pressure; no explicit short or puts, so classify as avoid rather than short.

Jim Cramer Host, Mad Money 9:13

ICE cheap, owns essential exchanges

Intercontinental Exchange is an inexpensive stock that owns critical exchange infrastructure, making it an attractive value play.

Jim Cramer Host, Mad Money 25:17

Howmet Aerospace dip-buy winner

Howmet Aerospace is a remarkable company, the world's largest producer of single crystal turbine blades used in airplane engines and data center gas turbines; every pullback has been a buying opportunity.

Jim Cramer Host, Mad Money 26:21

First Horizon dip buy, data center footprint

First Horizon is a regional bank with strong loan growth, excellent credit trends, and a footprint that is attracting data center development; every decline in the stock has been a buying opportunity.

Jim Cramer Host, Mad Money 32:29

Cautious dip-buy Applied Digital

Applied Digital has pulled back hard along with the hyperscaler and digital planning complex; it can be owned but only with a small position because it is losing money.

Jim Cramer Host, Mad Money 33:42

Bloom Energy data center power buy

Bloom Energy has fallen a great deal, offers a non-combustible power solution for data centers, and is liked by Brookfield; it is a buy.

Jim Cramer Host, Mad Money 34:15

Avoid Lennar, rate risk too high

Housing stocks like Lennar are too difficult to own in an environment where the market fears rate hikes; even a great company like Lennar should be avoided.

Jim Cramer Host, Mad Money 34:37

Enterprise Products 6% yield buy

Enterprise Products offers a 6% yield and is a terrific fixed-income alternative; investors should own it.

Jim Cramer Host, Mad Money 35:01

X Energy too expensive, pure spec

Nuclear power is far too expensive and not going to happen; X Energy is pure speculation and not a viable investment outside of a wild speculative bet.

Jim Cramer Host, Mad Money 35:49

Buy road builder, consolidation candidate

This Dothan-based road builder is a solid company that should be bought on the dip because it is likely to be consolidated, offering upside.

Mad Money 07/15/26 | Audio Only

Summary

Ideas

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