Name: Markets decided if you make software, AI will make you obsolete, says Jim Cramer
Uploaded: 2026-01-14T00:31:28+00:00
Duration: 451 s

Speakers

Jim Cramer — Host, Mad Money

Summary

Jim Cramer hosts a West Coast edition of Mad Money, covering JPMorgan's earnings-driven selloff, AI's impact on software and hardware, and a surprising retail rally fueled by tame inflation. He also highlights Alphabet as an AI winner and says large healthcare companies look undervalued after the JPMorgan Healthcare Conference. Cramer answers a caller on Sirius XM and notes AI drug development work by NVIDIA and Eli Lilly.

JPMorgan fell after a weaker quarter and cautious commentary from Jamie Dimon.
Cramer says to buy JPMorgan weakness gradually because it has historically bounced.
AI fears slammed software names Salesforce, Adobe, and ServiceNow.
AI hardware, led by Intel and AMD, rallied.
Retail stocks rose on tame inflation and lower-rate expectations, though Cramer calls it a crowded jailbreak.
Alphabet is highlighted as the only AI winner for now.
Large healthcare companies may be undervalued after the JPMorgan Healthcare Conference.
Sirius XM is not Cramer's favorite due to lack of growth.

Ideas

Jim Cramer Host, Mad Money 1:07

Lilly-Nvidia AI drug effort is underappreciated.

NVIDIA CEO Jensen Huang and Eli Lilly's Dave Ricks discussed a new facility applying accelerated computing and generative AI with Lilly scientists to speed critical drug development. Cramer thinks Wall Street is treating this monumental effort as a sideshow, leaving the value underappreciated.

Jim Cramer Host, Mad Money 2:32

Buy JPMorgan weakness; it always bounces.

JPMorgan sold off after a weaker-than-expected quarter and Jamie Dimon's caution on credit-card fees. Cramer says investors should wait a day or two, then gradually buy the weakness because the stock has historically bounced back.

Jim Cramer Host, Mad Money 2:41

AI threatens software; avoid Salesforce, Adobe, ServiceNow.

The market has decided that AI will make software businesses obsolete, causing Salesforce, Adobe, and ServiceNow to be slammed again. Cramer highlights this as a reason these software names are unattractive.

Jim Cramer Host, Mad Money 2:55

AI hardware leads; Intel and AMD rally.

As AI disrupts software, the hardware that powers AI is rallying, led by Intel and AMD. Cramer points to this rotation as the market favoring AI hardware.

Jim Cramer Host, Mad Money 3:06

Retail lower-rate rally may be overdone.

Tame inflation and lower rates are driving a retail buying wave, but Cramer also calls retail a jailbreak with too much love, making it a crowded setup to monitor.

Jim Cramer Host, Mad Money 3:26

Target offers 4% yield, new CEO.

Target is part of the retail buying wave and Cramer highlights its 4% yield and new CEO as positives.

Jim Cramer Host, Mad Money 4:25

Alphabet is the only AI winner.

Alphabet increasingly looks like the only winner in AI, especially after partnering with Apple to power Siri, which supports a bullish view.

Jim Cramer Host, Mad Money 5:05

Big healthcare companies may be undervalued.

After attending the JPMorgan Healthcare Conference, Cramer thinks large healthcare companies may all be undervalued and are well suited to a low inflation and low interest rate environment. He cites Cardinal Health, Amgen, Novartis, Bausch and Lomb, Eli Lilly, and Johnson & Johnson leadership.

Jim Cramer Host, Mad Money 6:24

Sirius lacks growth; not Cramer's favorite.

Sirius XM has a 5% yield and can bounce, but Cramer says it is not his favorite because he likes growth and the company lacks growth.

Markets decided if you make software, AI will make you obsolete, says Jim Cramer

Summary

Ideas

Up Next