Mad Money 04/15/26 | Audio Only

Watch on YouTube ↗  |  April 15, 2026 at 23:49  |  44:20  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer analyzes the current market rotation and identifies several investment opportunities across sectors. He discusses specific stocks like MP Materials, Constellation Brands, and StoneX, and gives lightning round recommendations. Cramer also interviews the CEO of First Horizon and argues that big bank stocks are undervalued.

  • Cramer discusses the market rotation, noting laggard stocks like Microsoft, Tesla, and Apple saw big moves.
  • He recommends MP Materials for its critical materials and government backing.
  • He believes Constellation Brands is a buy as the alcohol industry shows signs of bottoming.
  • He suggests buying StoneX on weakness due to its exposure to market volatility.
  • In the lightning round, he gives positive views on Robinhood, Gilead Sciences, ASD Space Mobile, and Nokia.
  • He argues that big bank stocks are cheap and have merger potential.
  • He interviews Brian Jordan, CEO of First Horizon, about the bank's performance and the economic outlook.
  • Cramer discusses the Market Edge Oscillator and expects slower market gains ahead.
Trade Ideas
Jim Cramer Host, Mad Money 11:48
MP Materials is undervalued with government backing.
Cramer likes MP Materials because it has the critical materials that the US needs, it's only worth $10 billion which he thinks is too low, and it has a bottom due to government support.
Jim Cramer Host, Mad Money 13:17
Constellation Brands is a buy as alcohol bottoms.
Constellation Brands reported a mixed quarter but the stock roared because the beer business showed green shoots (positive shipments and depletions), the full-year forecast is considered a lowball, new management is in place, and the alcohol industry may be bottoming. Cramer believes the buyers are right and Constellation may be the beer company worth owning.
Jim Cramer Host, Mad Money 20:41
Buy StoneX on weakness for volatility exposure.
StoneX is a financial services company that benefits from volatility and complexity in markets. It has reported record results and is expanding through acquisitions. However, the stock has run up a lot, so Cramer recommends buying on weakness rather than chasing at current levels.
Jim Cramer Host, Mad Money 29:09
Robinhood is attractive after decline.
Cramer likes the management of Robinhood, notes the stock has come down a lot, younger people still use it, and it has the Trump accounts business. He also notes that the government is backing the broker (referring to the SEC rule change).
Jim Cramer Host, Mad Money 38:22
Hold Gilead for its franchises.
Cramer likes the CEO Daniel O'Day and thinks Gilead Sciences is good with some good franchises. He recommends holding the stock.
Jim Cramer Host, Mad Money 38:53
ASD Space Mobile is a unique takeover candidate.
Cramer likes the unique property of ASD Space Mobile and suggests it could be a takeover target, drawing a parallel to Global Star and Amazon.
Jim Cramer Host, Mad Money 39:35
Nokia has more upside.
Cramer tells the caller to hold on to Nokia because he thinks there is another 30% upside. The caller has already made money, but Cramer believes it can go higher.
Jim Cramer Host, Mad Money 40:21
Big banks are cheap and have merger potential.
Cramer argues that big banks are cheap compared to the S&P 500, with lower P/E multiples and solid earnings growth. He also expects bank mergers to be approved by the administration, which could be a catalyst. He mentions several banks by name: Citigroup, Goldman Sachs, Bank of America, Morgan Stanley, Wells Fargo, and JP Morgan.
Up Next

This CNBC video, published April 15, 2026, features Jim Cramer discussing MP, STZ, SNEX, HOOD, GILD, ASTS, NOK, C, GS, BAC, MS, WFC, JPM. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: MP, STZ, SNEX, HOOD, GILD, ASTS, NOK, C, GS, BAC, MS, WFC, JPM