Ideas
Oversold market may bounce on earnings.
After a pullback, the market is slightly oversold and fought back from its lows, a bullish development that could produce a bounce if earnings are good.
CEO pick could unlock Disney.
Disney has been stuck in a tight range because some division always holds it back; an imminent CEO successor announcement could break the logjam if the right choice is made.
Palantir quarter can reignite stock.
Expects a terrific quarter, is not concerned by recent action, and thinks Karp can lead the stock to reignite.
GLP-1 drugs pressure PepsiCo snacks.
Worried about PepsiCo because Frito-Lay snacks are struggling as GLP-1 weight-loss drugs hurt demand; the CEO may need to lessen snack dependence.
Merck acquisitions can broaden beyond Keytruda.
Likes Merck; the acquisition spree is producing real wins, and although it is too dependent on Keytruda now, management can spread the wealth.
No new Pfizer blockbuster to move needle.
Worries about Pfizer despite its yield because there is no recent new blockbuster that could move the needle.
AMD may fall despite good earnings.
Fears AMD could report a terrific number and the stock could still go down, which has become the new pattern for semis.
Chipotle too low, may bounce.
Chipotle is so low that it might bounce even if the quarter is not spectacular.
Amgen pipeline and obesity data upside.
Strong pipeline, good earnings, and possible weight-loss drug news could send this Dow stock higher.
WDC analyst meeting critical after weak action.
Western Digital reported great earnings but the stock fell; storage makers missed data-center demand and are not expanding enough, damaging customers, so the analyst meeting is critical.
GLP-1 trial data could lift Lilly.
Earnings have not been the propellant; new GLP-1 clinical-trial data could get the stock rolling.
Alphabet best-in-class, bought back for trust.
Alphabet is the best stock in the business and he just bought it back for the charitable trust; Gemini, YouTube, Waymo, and Google are all strong, so it could rally on earnings.
McKesson stock usually flies on earnings.
Drug middlemen and distributors are said to make the most and do the least, and McKesson's stock usually flies when it reports; he bets history repeats.
Cramer remains Amazon believer despite weakness.
Amazon is a battleground stock losing the greatness of the company in the shuffle; he owns it for the trust and remains a believer.
Buy Affirm before expected fantastic quarter.
Expects a fantastic quarter from Affirm; bears will be put on the run by CEO Max Levchin, and the buy-now-pay-later king should be bought ahead of the quarter.
Reddit likely up this earnings.
Reddit moves in 20-point increments on any comment, and he bets it is up this time.
Prefer AstraZeneca over AbbVie now.
Likes AstraZeneca's stronger-than-expected cancer franchise and better portfolio, so hold it rather than switch to AbbVie; AbbVie should have a good quarter and has a good dividend but is less attractive than AstraZeneca now.
Prefer AstraZeneca over AbbVie now.
Likes AstraZeneca's stronger-than-expected cancer franchise and better portfolio, so hold it rather than switch to AbbVie; AbbVie should have a good quarter and has a good dividend but is less attractive than AstraZeneca now.
Southwest earnings can quadruple; policies working.
Southwest reported a stunning quarter and gave a bullish full-year forecast, with EPS able to more than quadruple; new customer-unfriendly policies are working under Bob Jordan and Elliott cooperation.
Texas Instruments guidance signals industrial recovery.
Better-than-expected guidance drove the breakout as industrial end markets recover and orders improve; its smaller data-center business is growing fast, and the analog chip maker is levered to the real economy.
Sysco cheap with improving restaurant volumes.
A modest beat is impressive given restaurant-industry worries; January started strong, volume growth is positive, and the stock is cheap at 18 times earnings with a 2.6% yield.
Trane data-center strength drives breakout.
Q4 beat and bullish 2026 guidance, with 12-14% EPS growth, are underpinned by data-center and commercial strength and break the stock out of its residential-driven downturn.
CH Robinson self-help offsets weak freight.
Delivered a solid quarter and nice earnings despite a still-weak freight market by gaining share and self-help; stock has rallied 130% from lows and is still terrific.
Trade Desk CFO exit equals sell.
AI threatens online ad middlemen, and the surprise CFO firing after five months raises fears something is very wrong; CFO departure equals sell even though valuation has compressed.
United Rentals stuck until construction recovers.
Weak results and light full-year outlook reflect construction mega-project customers driving hard bargains; it is cheap with a big buyback but may stay in purgatory until construction recovers and margins improve.
EquipmentShare asset-light rental model liked.
Likes EquipmentShare, a recently public truck-rental company with an asset-light model and fast growth; he did a profile earlier and really likes it.
Macau/China risks hurt Las Vegas Sands.
Macau margins disappointed due to promotional costs and expensive preseason NBA games; it is too hard to game the Chinese consumer, gambling names are struggling, and China crackdown risk remains.
Roper stuck as enterprise software punished.
Enterprise software is out of favor and facing lower multiples; Roper's mixed quarter, full-year forecast misses, and weak current-quarter guidance leave it a bad house in a bad neighborhood with no near-term bounce.
AutoZone downturn is buying opportunity.
AutoZone is incredibly well-run and generates huge cash; the current downturn will prove to be a terrific buying opportunity and he is not backing away.
Brinker pullback is buying opportunity.
Brinker's quarter beat with strong Chili's same-store sales and raised guidance; the stock gave back gains despite the beat, which he thinks is a buying opportunity.
Brinker value strategy drives sustainable growth.
Brinker's value strategy, menu simplification, bacon and rib upgrades, and improved guest metrics are driving sustainable growth; 19 quarters of growth continue, with margins and shareholder returns expected to keep improving.
Hinge Health among better healthcare stocks.
Hinge Health is part of the solution, not the problem, and should be one of the better stocks in healthcare.
Prefer Dover after six-point pullback.
Likes industrial pipes and valves names and prefers Dover, which had a great quarter and is down six straight points, over Flowserve now.
GE Vernova best nuclear power play.
GE Vernova is the way to play nuclear power, ahead of everyone else; Westinghouse cannot be bought individually, so this is the best nuclear exposure.
Energy Fuels wrong nuclear play.
Energy Fuels is not the way to play nuclear power and should be avoided; investors should use GE Vernova instead.
Apple can handle component shortage fears.
Apple's quarter was fantastic and the market is too negative on component and memory shortages; Apple is strong, agile, likely stockpiled, and has supply-chain power, while phone-company subsidies can absorb price increases.
Storage shortage makes SanDisk printing money.
SanDisk is the best-performing stock and a chief storage-chip supplier; storage is scarce and prices are through the roof, so anything tied to memory or storage is printing money this year.
This CNBC video, published January 31, 2026,
features Jim Cramer, Kevin Hochman
discussing SPY, DIS, PLTR, PEP, MRK, PFE, AMD, CMG, AMGN, WDC, LLY, GOOG, MCK, AMZN, AFRM, RDDT, AZN, ABBV, LUV, TXN, SYY, TT, CHRW, TTD, URI, EquipmentShare, LVS, ROP, AZO, EAT, HNGE, DOV, GEV, UUUU, AAPL, SNDK.
37 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Kevin Hochman
· Tickers:
SPY,
DIS,
PLTR,
PEP,
MRK,
PFE,
AMD,
CMG,
AMGN,
WDC,
LLY,
GOOG,
MCK,
AMZN,
AFRM,
RDDT,
AZN,
ABBV,
LUV,
TXN,
SYY,
TT,
CHRW,
TTD,
URI,
EquipmentShare,
LVS,
ROP,
AZO,
EAT,
HNGE,
DOV,
GEV,
UUUU,
AAPL,
SNDK
