Jim Cramer: When JPMorgan reports, Dimon tends to say things the market doesn't want to hear
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer discussed JPMorgan's earnings and Jamie Dimon's cautious comments, which triggered a selloff similar to prior quarters. He advised waiting a day or two before gradually buying JPMorgan. Cramer also highlighted an underappreciated AI drug-development collaboration between NVIDIA and Eli Lilly, while noting softer CPI and a strong retail tape.
- Jim Cramer opened Mad Money discussing the market's irritable reaction to earnings and economic data.
- Cramer highlighted an AI-healthcare collaboration between NVIDIA and Eli Lilly focused on accelerating drug development.
- He said Wall Street is treating that monumental AI-drug effort like a sideshow.
- JPMorgan kicked off earnings season with a weaker-than-expected quarter and cautious Jamie Dimon comments.
- Cramer noted JPMorgan sold off sharply, similar to a prior Dimon-induced selloff.
- He advised waiting a day or two before gradually buying JPMorgan.
- Cramer also mentioned softer CPI and a strong retail tape.
Ideas
AI drug collaboration underappreciated by market
Cramer highlighted that NVIDIA and Eli Lilly opened a facility applying accelerated computing and generative AI to Lilly scientists' drug-development work, which could speed the creation of critical new drugs. He called the effort monumental but said Wall Street treats it like a gigantic sideshow, implying the AI-healthcare collaboration is underappreciated.
Wait, then gradually buy JPMorgan
Cramer said JPMorgan's weaker-than-expected quarter, lack of underwriting, and Jamie Dimon's cautious remarks on credit-card fees triggered a tsunami of selling, similar to the prior Dimon-induced selloff. He advised waiting a day or two, just like last time, before gradually buying the stock.
Up Next
This CNBC video, published January 14, 2026, features Jim Cramer discussing NVDA, LLY, JPM. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: NVDA, LLY, JPM