Ideas
Defensive pharma hedge in weak economy.
Cramer suggests Johnson & Johnson as a defensive hedge because its toothpaste and medicine products are needed regardless of the economy and it can thrive in a weak economy; the stock is rallying as money managers seek safety, though he thinks the pace is unsustainable.
Defensive staple hedge for weak economy.
Cramer recommends Procter & Gamble as a defensive hedge because its staple products are needed regardless of the economy and it should outperform cyclicals if the economy weakens; he bought it for the Charitable Trust as a hedge and suggests viewers consider a similar hedge, though he notes the business has problems and is rallying on bad news as a warning sign.
Iran uncertainty pushes oil higher.
Cramer expects oil prices to head higher because the president's $50 barrel plan is going wrong amid new uncertainty out of Iran; he notes that removing Venezuela's leaders pushed oil lower, but removing Iran's rulers would push oil higher.
Southern Copper too late, avoid.
Cramer tells a caller he is late on Southern Copper because copper has already run a great deal and the stock has had a parabolic move; it is no longer cheap, yields only 1.98%, and is up 25% this year, so he cannot condone adding to the position.
AutoZone selloff is temporary.
Cramer thinks AutoZone is fine despite a disappointing last quarter because the company is normally consistent, the next quarter should be better, and it has always pivoted well after missteps.
JPMorgan fine after profit-taking.
Cramer thinks JPMorgan's stock will be fine after its post-earnings selloff; the quarter was solid excluding the Apple card reserve, and the decline mostly reflects high expectations, cautious Dimon commentary, and a 35% prior-year rally that made it due for a breather.
Wells Fargo needs more downside.
Cramer sold some Wells Fargo for the Charitable Trust because the stock went parabolic into the quarter and delivered a legitimate miss; he still believes CEO Charlie Scharf can transform the bank longer term now that the asset cap is removed, but thinks the stock has to finish going down first.
Bank of America selloff overdone.
Cramer calls Bank of America's quarter solid if not its best, with revenue and EPS growth, all four business lines beating, confident 2026 net interest income guidance, and a 4% selloff that was pure guilt by association; he says the stock is too cheap to ignore and would buy it.
Citigroup too cheap to ignore.
Cramer says Citigroup delivered another solid, no-drama quarter under Jane Fraser with 8% revenue growth, 35% EPS growth, best-in-class net interest income, and transformation efforts over 80% complete; the stock is too cheap to ignore and is the first bank he would buy.
Big banks work after near-term pain.
Cramer concludes the big national banks can keep working this year as long as the economy does not deteriorate, even though Wall Street turned against them after generally strong results; he expects near-term pain for a week or 10 days until the credit card rate cap risk leaves the sidelines.
Old tech reinvented for 2026.
Cramer says it is not too late to buy IBM: it has transformed into a hybrid cloud, AI, consulting, and quantum juggernaut, is putting up its strongest sales growth in years under top-notch CEO Arvind Krishna, and its chart shows a double bottom, a break above the 50-day, a bullish MACD crossover, and room before overbought.
Old tech reinvented for 2026.
Cramer is wary that Intel is overbought after its huge comeback, but the chart shows a textbook uptrend with a MACD buy signal and rising on-balance volume; the balance sheet improved after government and Nvidia investments, and Bob Lang sees a run to $55 and eventually the high $60s, so Cramer is okay watching rather than chasing.
Old tech reinvented for 2026.
Cramer says buy Cisco right here: it has reinvented itself, is regularly winning clients from competitors, is putting up stellar numbers, and has finally found its place in the modern world; the chart is bouncing off lows and could run toward old highs around $80 and then $100.
ServiceNow bottom not callable.
Cramer refuses to call a bottom in ServiceNow after it hit a one-year low, saying enterprise software is weak and the chart is awful; it is too hard to buy the dip now.
Biohaven pipeline has multiple catalysts.
Shchuts presents Biohaven as a diversified neuroscience, immunology, and oncology pipeline: T-alpha targets myostatin and activin to reduce fat while increasing muscle mass with Phase 3 obesity data expected this year; the Yale-licensed degrader platform has first human IgA nephropathy data and potential in Graves' and other autoimmune diseases; KV7 activators aim to treat epilepsy with fewer side effects; funding was upsized and Janus Henderson took a 10% stake.
Wait for Babcock pullback.
Cramer calls Babcock & Wilcox a great speculative play on power plant construction, but notes the stock is already up 30% this year; he advises waiting for a pullback before pulling the trigger.
M&T Bank going lower.
Cramer says M&T Bank is awful and is going lower without earnings per share; he retracted an earlier positive view and sees no turnaround until it makes money.
Own Nvidia, don't trade it.
Cramer says Nvidia is a secular growth stock that should be owned, not traded; investors who bought and held became millionaires, while traders only captured small moves, and he says own Nvidia, don't trade it.
This CNBC video, published January 15, 2026,
features Jim Cramer, Vlad Shchuts
discussing JNJ, PG, WTI, SCCO, AZO, JPM, WFC, BAC, C, KBE, IBM, INTC, CSCO, NOW, BHVN, BW, MTB, NVDA.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Vlad Shchuts
· Tickers:
JNJ,
PG,
WTI,
SCCO,
AZO,
JPM,
WFC,
BAC,
C,
KBE,
IBM,
INTC,
CSCO,
NOW,
BHVN,
BW,
MTB,
NVDA
