Mad Money 07/29/26 | Audio Only
Спикеры
Jim Cramer
— Ведущий, Mad Money
Jim Cramer analyzes the market selloff triggered by a complacent Fed and spiking bond yields, highlights a rotation into enterprise software, and recommends specific stocks ahead of earnings. He interviews Chipotle CEO Scott Boatright on the company's turnaround and Vertiv CEO Gio Albertars on the data center selloff, while endorsing Ralph Lauren, Microsoft, and long-term holds like Eli Lilly and TJX.
- Fed leaves rates unchanged, bond market reacts by driving long yields to 5.2%, causing Dow to drop 1153 points.
- Enterprise software stocks (ServiceNow, Salesforce, Adobe) have stopped falling and are rallying as sentiment shifts.
- Microsoft's strong earnings with Azure growth reacceleration could lead a broader software recovery.
- Chipotle delivered a beat-and-raise quarter, with operational improvements and menu innovation signaling a durable turnaround.
- Ralph Lauren's pullback is macro-driven; its luxury repositioning and margin expansion make it a buy ahead of earnings.
- Vertiv's sell-off is overdone; the revenue miss was a timing issue and data center demand remains robust.
- Lightning round: bullish on Eli Lilly, TJX, and Astera Labs; cautious on Meta; avoids Spaghetti Computing and MakeMyTrip.
- Overall market sentiment has turned vicious against data center hardware, but that could change quickly with positive catalysts.
Идеи
Enterprise software rallying on positive momentum.
Enterprise software stocks like ServiceNow, Salesforce, and Adobe have stopped declining and are rallying strongly after ServiceNow's strong quarter, signaling a sentiment shift in the tech sector.
Vertiv unfairly sold on timing miss.
Vertiv's 17% decline is overdone; the revenue miss was a temporary timing issue, the company raised full-year guidance, and data center demand for AI infrastructure remains very strong, making the stock attractive at lower levels.
Microsoft earnings beat, Azure growth accelerating.
Microsoft reported a strong earnings beat with Azure growth accelerating to 43% constant currency, free cash flow remaining solid, and Microsoft 365 co-pilot reaching 30 million paid seats, positioning it to lead the software sector recovery.
Chipotle's business accelerating, buy on turn.
Chipotle reported a better-than-expected quarter with same-store sales guidance raised, and the business is accelerating due to operational improvements, menu innovation, and strong value perception, marking a sustainable turnaround.
Ralph Lauren pullback is buying opportunity.
Ralph Lauren's recent pullback is macro-driven and not company-specific; the luxury repositioning, direct-to-consumer shift, margin expansion, and international growth make it a compelling buy ahead of next week's earnings.
TJX long-term winner over Ross Stores.
TJX is a superior multi-year long-term investment in closeout retail, despite recent underperformance relative to Ross Stores, owing to its decade-long track record of success.
Astera Labs attractive after 50% drop.
Astera Labs has been cut in half due to deteriorating sentiment, not fundamentals, and the company's strong performance suggests it may be worth accumulating.
Eli Lilly a great long-term drug stock.
Eli Lilly is a high-quality drug company with a strong portfolio, ideal for a long-term 'own, don't trade' strategy.
