Ideas
Avoid oil producers after Venezuela headlines
Buying oil producers after the U.S. moved on Venezuela was a mistake because investors were chasing near highs; if Venezuela boosts production over the next 18 months, crude prices could get slaughtered.
Wait for JPMorgan post-earnings pullback
JPMorgan is cheap at about 16 times earnings, but Cramer is worried about the near-term earnings setup because Jamie Dimon is likely to emphasize potential landmines; wait for the cautious commentary to create a better entry point, otherwise pass.
Buy CrowdStrike on rare pullback
CrowdStrike is the best cybersecurity company, run by George Kurtz; it has fallen almost 100 points from its November highs even after Nvidia's Jensen Huang called it the secure foundation of the AI revolution, so Cramer says investors should pounce on the dislocation.
Buy Microsoft on AI-capex selloff
Microsoft has been punished for heavy AI spending and is down to about $485 after trading at $555 last summer; Cramer says such opportunities to buy the stock at this level are rare.
Nvidia and Broadcom are consistent recommendations
Nvidia and Broadcom are well off their highs, and Cramer says he has consistently recommended both to Investing Club members.
Buy Procter & Gamble in tranches
Procter & Gamble is an unloved, non-tech quality consumer franchise with 69 straight years of dividend increases and a 3% yield; a new CEO can shake things up, it has preannounced a bad quarter, and it lacks the GLP-1 problem facing many packaged-food names. Cramer recommends scaling into the stock as the yield rises toward 3.25% and 4%.
Defense budget boosts AeroVironment
AeroVironment is a terrific company that should benefit after President Trump called for a dramatic increase in the defense budget; the stock jumped after the close on that news.
Celsius can add ten points
Cramer thinks the $70 price target is aggressive but says Celsius could add about 10 points because the company is doing well and just closed an acquisition.
Banks set for M&A boom
Cramer expects 2026 to be a big year for banking because new, more business-friendly regulators should drive M&A and IPOs, and there is a backlog of private companies that need to come public.
IPO self-correction supports broader market
The lackluster performance of the 2025 IPO class is actually a positive for the broader stock market because the IPO market keeps self-correcting instead of boiling over with irrational exuberance.
Buy Medline if it pulls back
Medline is a highly regarded medical supplies distributor and device maker; its IPO priced well and is trading at a healthy level, and Cramer says if the stock comes in, it is a buy.
Speculative long in Roblox only
Roblox is a good company run well by Dave Baszucki, but it is losing money in a market that no longer rewards money-losers, so Cramer would only take a speculative position.
Venezuela won't flood global oil market
Venezuela has huge paper reserves but only about 900,000 barrels a day of production, broken refining infrastructure, and hard-to-process heavy crude; even a 50 million-barrel release is only 300,000-400,000 barrels a day, so Venezuela is unlikely to flood global crude markets for at least a decade, keeping crude supply risk limited.
Buy Palo Alto on weakness
Palo Alto Networks is well off its high, and Cramer thinks CEO Nikesh Arora is doing a great job; he says the stock is a buy.
Avoid Nebius due to cash burn
Cramer says the company is losing too much money; it may be a speculation for very young investors, but for everyone else the risk is too high and opportunities are better elsewhere.
Rambus is cheap versus growth
Rambus has always had great technology, has not had its explosive move yet, and is not expensive relative to growth; Cramer blesses it for a long-time holder.
Avoid Wingstop amid food inflation
Wingstop missed a quarter without a good explanation and remains hard to recommend, especially with food inflation still too high; Cramer says no to the stock.
Like restaurants despite food inflation
Cramer likes Texas Roadhouse, Yum, and McDonald's, but he cannot pound the table on restaurants while food inflation remains too high; Texas Roadhouse is also dealing with cattle pricing.
This CNBC video, published January 08, 2026,
features Jim Cramer, Rusty Brazil
discussing XLE, JPM, CRWD, MSFT, NVDA, AVGO, PG, AVAV, CELH, KBE, SPY, MDL, ROBLOX, WTI, PANW, NEBIUS, RMBS, WING, TXRH, YUM, MCD.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Rusty Brazil
· Tickers:
XLE,
JPM,
CRWD,
MSFT,
NVDA,
AVGO,
PG,
AVAV,
CELH,
KBE,
SPY,
MDL,
ROBLOX,
WTI,
PANW,
NEBIUS,
RMBS,
WING,
TXRH,
YUM,
MCD
