Ideas
Buy JPMorgan weakness; it rebounds.
Cramer says JPMorgan's post-earnings weakness is a buying opportunity. He advises waiting a day or two, as after past reports, then gradually buying the weakness because the stock has always bounced back.
Avoid over-loved, levitating retail stocks.
Cramer warns that retail stocks have become beloved too quickly after being hated, with buyers unable to find a level to walk away from; he calls the levitation unnatural and driven by tame inflation and lower-rate hopes.
Alphabet is AI's only clear winner.
Cramer says Alphabet increasingly looks like the only winner in AI for the moment, helped by its partnership with Apple to power Siri and potentially more.
Oil and transports have too much love.
Cramer flags early-year jailbreaks in oil and transports as having way too much love, suggesting these groups are overextended and should not be chased.
Big healthcare stocks look broadly undervalued.
After the JPMorgan Healthcare Conference, Cramer thinks big pharma and healthcare companies may all be undervalued; their pipelines and products fit a lower-inflation, lower-rate environment, yet their stocks did not roar.
Novartis pure-play pipeline drives growth.
Narasimhan says Novartis has become a pure-play biopharma powerhouse after exiting Sandoz and Alcon, unlocking $160 billion of value. The company is betting on RNA therapeutics and radioligand therapy, has 15 inline blockbusters, nine multi-billion-dollar prospects plus eight more coming, and expects 5-6% growth through 2030 with 1,100 basis points of margin expansion and industry-leading gross margins. It is also the global radioligand therapy leader with 700 U.S. clinics and 19 projects.
Amgen has yield, pipeline, no patent cliff.
Cramer says he likes Amgen because it has a 3% yield, no patent cliff he worries about, and a mosaic of consistent drugs; some $3-5 billion drugs could become $6-20 billion. The CEO's comments support this: Repatha lowers LDL and cuts heart-attack/stroke risk, rare disease is annualizing above $5 billion with double-digit growth, and MariTide could be a first long-acting obesity drug addressing patient persistence.
Regeneron's drug portfolio remains durable growth.
Schleifer describes Regeneron as a three-legged stool: Dupixent is approved for eight indications and leads seven, used by over one million patients; Eylea HD is durable with a $2 billion annual run rate and longer injection intervals; Libtayo cut non-melanoma skin cancer recurrence risk by 68% where Keytruda failed. He also says Praluent lowers LDL by 50-60% and combining it with obesity drugs could be a game changer.
Hold TXN; semiconductor rotation will arrive.
Cramer says to hold Texas Instruments because every other semiconductor has ignited while TXN has not yet; he expects a specific rotation to come around and says he likes the story.
Crane is a good diversified manufacturer.
Cramer likes Crane at a 52-week high because it is a good diversified manufacturer that is not necessarily tied to the data-center trade, and he says investors want diversified manufacturers now.
Catalyst is cheap with real earnings.
Cramer likes Catalyst Pharmaceuticals because it has real earnings and the stock is very inexpensive; he calls it a winner.
GPCR is legitimate but fully valued.
Cramer calls GPCR a legitimate idea because it has an oral small-molecule GLP-1 with a low side-effect profile and a deal with Ro, but he says the stock already fully reflects the deal and he does not want to touch it.
Eli Lilly remains GLP-1 gold standard.
In discussing GPCR, Cramer says Eli Lilly is still the gold standard in the GLP-1/obesity space, implying it remains the preferred large-cap name over speculative competitors.
Cardinal Health transformation drives earnings growth.
Hollar says Cardinal Health simplified its core, exited businesses and countries, and acquired faster-growing specialty assets. Diabetes distribution and MSO services add value, home solutions has 11 distribution centers with three new and three more planned, and the ADS acquisition improves commercial and patient acquisition. He expects at least $10 EPS in fiscal 2026 and Specialty to reach about $50 billion, growing at a 16% CAGR, with robust volume and utilization.
This CNBC video, published January 14, 2026,
features Jim Cramer, Vas Narasimhan, Dr. Leonard Schleifer, Jason Hollar
discussing JPM, XRT, GOOG, WTI, IYT, XLV, NVS, AMGN, REGN, TXN, CR, CPRX, GPCR, LLY, CAH.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Vas Narasimhan,
Dr. Leonard Schleifer,
Jason Hollar
· Tickers:
JPM,
XRT,
GOOG,
WTI,
IYT,
XLV,
NVS,
AMGN,
REGN,
TXN,
CR,
CPRX,
GPCR,
LLY,
CAH
