Ideas
Buy Nucor weakness on Monday.
Cramer calls Nucor the best steel company and says its preannounced miss did not matter because Fed rate cuts and tariffs on foreign steel support the stock; if it gets hit Monday, investors should buy.
Boeing is early in turnaround.
Cramer says Boeing has already had a monster move, but he would not sell because this is year one of a multi-year turnaround in the stock.
Buy GM post-earnings weakness.
Cramer expects GM shares to underperform in the first hour or two after earnings, as they often do, and says that weakness would be a good buying opportunity; if the pattern repeats, pull the trigger.
Cramer likes Union Pacific merger rails.
Cramer likes Union Pacific, which is trying to merge with Norfolk Southern, and flags the rails and transports as the hottest group in the market.
Kimberly-Clark looks better ahead earnings.
Cramer is warming up to Kimberly-Clark ahead of its Tuesday report, expecting a better quarter after strong read-throughs from P&G and Clorox, though its cash-and-stock merger with Kenvue could keep the stock rangebound.
Seagate will beat and raise.
Cramer says Seagate has been minting money from unexpected data-center storage demand and expects the company to deliver the massive beat and raise needed to keep the stock running.
Danaher could have strong quarter.
Cramer says Danaher, after a long dry spell, is seeing big biotech orders and could post its first truly strong quarter in years; with the stock down badly, it could be a real opportunity.
Like Starbucks long term, overbought now.
Cramer likes Starbucks for the long haul but says the stock is wildly overbought and unlikely to tell a story strong enough to justify its recent ramp; he would not chase it here.
Love GE Vernova; wait for pullback.
Cramer loves GE Vernova long term because its power business has more data-center demand than it can handle, but after the stock ran from $140 to $657, expectations are sky-high and he expects a better entry point.
Corning prospects terrific; buy pullback.
Cramer spoke positively about Corning, saying it is busy replacing copper with fiber in data centers, owns the business, and has terrific prospects; he hopes the stock comes down so investors can buy some.
Microsoft AI worry is false.
Cramer thinks the generative-AI pressure on Microsoft is a false worry, though it has compressed the multiple; Microsoft remains difficult to own except on select days.
Meta must justify data-center spending.
Cramer says Meta is difficult to own and Zuckerberg has pledged to spend heavily; the company needs to explain how it is making money on its data-center buildout beyond smart glasses.
Tesla's robot narrative could explode.
Cramer says Tesla is a robot and autonomous-driving play, not just a car company, and if this is the quarter that defines the new narrative, the stock could go sky high and be the best performer.
IBM stock can recover again.
Cramer says IBM's stock recovered quickly after a rankling report last quarter and could do the same again; traders dominate the stock and do not appreciate what an amazing company they own or rent.
ServiceNow must prove stock-only break.
Cramer calls ServiceNow's report the week's biggest in terms of consequences; the stock is down more than 100 points from its high, and CEO Bill McDermott must show it is merely a broken stock, not a broken company.
Honeywell likely drops on earnings.
Cramer expects Honeywell to take a hit on earnings, as it often does; the stock has run up on the planned Quantinuum listing, but the coming breakup leaves holders rejecting aerospace, automation, or the timeline.
Caterpillar is data-center generator play.
Cramer likes Caterpillar as an ancillary data-center play because it makes backup generators for server farms; the old pattern of selling off on earnings is over, and it tends to rally on consistently strong numbers.
Own Apple, don't trade it.
Cramer says own Apple, do not trade it, despite bear concerns that higher storage-component costs could pressure iPhone gross margins; if Apple guides margins down, the decline may not be over.
Storage earnings positive; buyers keep chasing.
Cramer expects SanDisk and Western Digital, his storage plays, to report very positive results and says people will likely keep buying them despite the huge run, though he finds one too extended.
Buy American Express post-earnings dip.
Cramer says American Express almost always reports a good quarter and the stock almost always gets hit, creating a perfect buying opportunity in the stupid selling.
Chevron offers buyback, yield, Venezuela upside.
Cramer likes Chevron for its big buyback, 4% yield, and long-running consistency, plus a possible Venezuela kicker from its operations there.
AI infrastructure overvalued; capex slowdown risk.
Cramer warns that AI infrastructure stocks are overvalued and says if one of these companies slows its buildout, the group could be cut in half.
Cardinal Health can reach $300.
Cramer says he is most blown away by Cardinal Health and its urology and new purchases, agrees with the caller, and can see the stock going to $300.
Stick with Capital One despite selloff.
Cramer says Capital One totally blew up and he did not like what happened, but he is sticking with the charitable trust position.
This CNBC video, published January 24, 2026,
features Jim Cramer
discussing NUE, BA, GM, UNP, KMB, STX, DHR, SBUX, GEV, GLW, MSFT, META, TSLA, IBM, NOW, HON, CAT, AAPL, SNDK, WDC, AXP, CVX, AIQ, CAH, COF.
24 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
NUE,
BA,
GM,
UNP,
KMB,
STX,
DHR,
SBUX,
GEV,
GLW,
MSFT,
META,
TSLA,
IBM,
NOW,
HON,
CAT,
AAPL,
SNDK,
WDC,
AXP,
CVX,
AIQ,
CAH,
COF
