Mad Money 04/28/26 | Audio Only

Watch on YouTube ↗  |  April 28, 2026 at 23:56  |  44:10  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer compares market selloffs to rain for a garden, arguing they are healthy. He reviews earnings season, interviews Nucor and Ventas CEOs, and takes viewer calls. He recommends several stocks and warns against others, while also discussing the impact of the Iran war on the market.

  • Cramer uses a gardening metaphor to explain why selloffs are healthy for bull markets.
  • He discusses the strong earnings season so far, with 70% revenue beats and 78% earnings beats.
  • Cramer interviews Nucor CEO about strong demand from data centers, reshoring, and steel tariffs.
  • He recommends Bank of America, Nucor, Ventas, Halliburton, Cameco, J&J, and Nokia.
  • He advises avoiding Snap, Beam, ON Semi, Harley-Davidson, and Novo Nordisk.
  • Cramer warns that the war with Iran is causing inflation and will hurt earnings if prolonged.
  • He highlights demographic tailwinds for senior housing operator Ventas.
  • Cramer previews mega-cap tech earnings as a potential turning point for the market.
Trade Ideas
Jim Cramer Host, Mad Money 9:32
BAC is too cheap, buy it.
Bank of America is too cheap at 12 times earnings, down 4% for the year, and is incredibly well-run. It should be bought.
BAC HIGH
Jim Cramer Host, Mad Money 10:18
Let MRVL run, house money.
Marvell Technology was bought at $85, now $150, caller sold half; let the rest run because you are playing with house money. It is a total winner.
MRVL MED
Jim Cramer Host, Mad Money 11:46
Nucor is a strong buy.
Nucor reported a 42-cent earnings beat, record shipments, strong guidance. Demand from data centers, reshoring, and steel tariffs protects against foreign dumping. UPS downgrade is wrong.
NUE HIGH
Jim Cramer Host, Mad Money 28:00
Honeywell breakup is undervalued.
Honeywell is in breakup purgatory but once it splits on June 30, the aerospace business will be fantastic. People disrespect it but that is a mistake.
HON MED
Jim Cramer Host, Mad Money 28:50
Ventas benefits from boomer demographics.
Ventas is a fantastic business benefiting from aging baby boomers. 87% occupancy, fragmented market allowing consolidation, multi-year growth ahead. Stock nearly doubled, still has room.
VTR HIGH
Jim Cramer Host, Mad Money 36:07
Beam is too speculative, avoid.
Beam Therapeutics is a speculative, heavily shorted biotech with no earnings. Unless they have something that saves lives, move on.
BEAM MED
Jim Cramer Host, Mad Money 36:35
ON is losing money, avoid.
ON Semiconductor is losing money and not distinct; rather find something new and different.
ON MED
Jim Cramer Host, Mad Money 36:58
Halliburton is inexpensive and resilient.
Halliburton is inexpensive and has been a good stock even in a bad oil market, so it is a solid holding.
HAL MED
Jim Cramer Host, Mad Money 37:34
Snap has no growth, avoid.
Snap has no growth, which is why the stock has been awful. Avoid it.
SNAP MED
Jim Cramer Host, Mad Money 37:53
Nokia is a winner, good tech.
Nokia is at a 16-year high, raised guidance, and has good technology. It is a winner and has come back.
NOK MED
Jim Cramer Host, Mad Money 38:20
CCJ is a real uranium winner.
Cameco (CCJ) is a real uranium company, unlike many other uranium plays. It is a winner.
CCJ MED
Jim Cramer Host, Mad Money 38:48
Novo Nordisk is not good.
Novo Nordisk is not good at what they do; avoid it and consider JNJ instead.
Novo Nordisk (NVO) LOW
Jim Cramer Host, Mad Money 38:56
JNJ is a buy, great balance sheet.
Johnson & Johnson is down from its high, has a great balance sheet, and is doing many things right. Prefer it over Novo Nordisk or Organon.
JNJ MED
Jim Cramer Host, Mad Money 39:11
Harley-Davidson has no growth.
Harley-Davidson has terrific technology but earnings are blah and no growth. Cannot recommend it.
HOG MED
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This CNBC video, published April 28, 2026, features Jim Cramer discussing BAC, MRVL, NUE, HON, VTR, BEAM, ON, HAL, SNAP, NOK, CCJ, Novo Nordisk (NVO), JNJ, HOG. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: BAC, MRVL, NUE, HON, VTR, BEAM, ON, HAL, SNAP, NOK, CCJ, Novo Nordisk (NVO), JNJ, HOG