Ideas
Oil prices will fall sharply.
Expects a US-Iran deal to close, bringing a surge of new oil supply and lower demand, causing the price of oil to fall surprisingly hard. Lower oil will reduce gasoline prices, eventually convincing the Fed to cut rates rather than hike.
Viking's upscale model drives pricing power.
Prefers Viking because of its upscale model with no kids, no gambling, and strong pricing power, while acknowledging all cruise lines are well-run.
FedEx is winning against UPS.
Own FedEx for the long haul as it is winning in the trenches against UPS. The company tends to give conservative guidance, so a post-earnings selloff would be a terrific buying opportunity.
Toll Brothers thrives with cash buyers.
The housing industry is dead in the water due to high rates, but Toll Brothers can handle the situation because about a quarter of their homes are bought with cash.
Casey's small-city model is underappreciated.
One of his absolute favorite companies, Casey's General Stores, has an analyst day that could move the stock because people still don't know its small-city model story.
Micron must deliver a blowout quarter.
Micron needs to beat and raise well beyond consensus to continue higher. Memory chips are in such short supply that the company has insane pricing power, but expectations are very high.
Cheaper gas will boost Darden.
Likes Darden ahead of the quarter because gasoline prices are coming down, which has been a very good determinant for the restaurant chain over 25 years, and it almost always surprises to the upside.
FedEx Freight rides e-commerce and efficiency.
FedEx Freight, the less-than-truckload spin-off from FedEx, is uniquely set up to benefit from e-commerce trends, cutting huge amounts of cost while gaining market share. Also sees self-driving trucks as an added bonus.
CPUs are the next big shortage.
Intel is his favorite stock. Believes CPUs will be the next big shortage, which is Intel's wheelhouse. CEO Lip-Bu Tan can build a great American foundry business with his design and manufacturing experience.
Too many competitors for Intuitive Surgical.
Too much competition in robotic surgery. Intuitive Surgical used to be king, but now there are three or four kings eroding its dominance.
Buy American Express on the dip.
American Express is rarely down for the year and is currently down 9%. CEO Steve Squeri is doing a dynamite job. With gasoline prices coming down, this is a terrific level to buy a 50% position.
Materials innovation is AI's hidden hero.
Unity Electronics Supply (ticker Q) is a pure play on semiconductor materials, providing end-to-end solutions for chipmaking. Materials innovation is the hidden hero of the AI era, and the company partners with all the leading chipmakers (Nvidia, Samsung, Micron, Intel, SK Hynix) and is benefiting from reshoring and AI-driven demand.
MSG Sports trades below sum-of-parts.
MSG Sports trades at a huge sum-of-the-parts discount: the Knicks alone are worth $10+ billion, and the Rangers add another $3.8+ billion, versus an enterprise value below $10 billion. A potential spin-off of the Rangers could finally unlock this hidden value.
Buy Celsius after the bad comp quarter.
Celsius Holdings has been hurt by shorts, but the stock is at an interesting level. Advises waiting for the bad year-over-year comparison quarter to hit the stock, then pulling the trigger to buy.
One more quarter to decide on Nike.
Nike has been disappointing and is owned in the charitable trust. Will give the company one more quarter to turn things around; if it disappoints again, he will sell the stock.
Beer and liquor stocks are not working.
The beer business is just okay and not going to make you money. He doesn't recommend any of the liquor companies because they are not doing well enough, except possibly agave spirits.
Anthropic IPO is a strong buy.
Anthropic has a great product in Claude and is going to be a fantastic growth company. Tells investors to put in for as much stock as they can with their broker when the IPO becomes available.
Bank stocks are cheap and re-regulated.
The cheapest group in the entire market are the bank stocks, selling at a very low multiple, and banks are being re-regulated in a much better fashion.
Aerospace benefits from lower oil.
Likes aerospace very much because airlines are all pretty liquid right now and the price of oil is coming down, which benefits the group.
Health insurers and high-growth drugs win.
Healthcare is a polarized sector. He likes the health insurers and the highest growth drug companies, but not much else in between.
Government-backed MP Materials is the safer play.
MP Materials is the traditional rare earths play with government backing, preferable to more speculative names like Niakore Developments.
Buy SoFi around $18 again.
Didn't like SoFi at $28 but liked it in the single digits. It has come back down to $18, and he continues to believe it is time to buy at this level.
Rivian burns too much cash.
Rivian is losing too much money. Despite some thinking the time is right, he will not recommend buying the stock.
Countryside relocation trend is over.
The pandemic-era trend of people moving to the countryside and creating homesteads is over, which has hurt Tractor Supply. He can't think of a reason to own the stock outside of a potential takeover, and he does not recommend on takeover speculation.
Soundhound is an overvalued meme stock.
Soundhound AI is a meme stock masquerading as a $7 stock when it's really a $4 stock. Does not want to own it, referencing how badly the meme traders did with their SpaceX purchase.
Medical devices are in a deep funk.
The medical device sector is 'from Hades' with Boston Scientific, Abbott, and Medtronic all declining. There is no clear catalyst, and it feels like somebody knows something he doesn't. Says no to Boston Scientific.
AI headwinds turn McGraw Hill into falling knife.
McGraw Hill has been hurt by AI headwinds and has become a falling knife. Even though it doesn't lose money, he thinks it could go lower and it is not worth catching.
This CNBC video, published June 18, 2026,
features Jim Cramer
discussing WTI, VIK, FDX, TOL, CASY, MU, DRI, FedEx Freight, INTC, Intuitive Surgical, AXP, Q, MSG Sports, CELH, NKE, SAM, ANTHROPIC, BANK, ITA, XLV, High-growth drug companies, MP, SOFI, RIVN, TSCO, SOUN, BSX, MGH.
27 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
WTI,
VIK,
FDX,
TOL,
CASY,
MU,
DRI,
FedEx Freight,
INTC,
Intuitive Surgical,
AXP,
Q,
MSG Sports,
CELH,
NKE,
SAM,
ANTHROPIC,
BANK,
ITA,
XLV,
High-growth drug companies,
MP,
SOFI,
RIVN,
TSCO,
SOUN,
BSX,
MGH
