Mad Money with Jim Cramer – Apr 27, 2026 (Mon): Key Points & Links｜要点・関連リンク

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on April 27, 2026, with links to CNBC articles, videos, and English transcripts.

2026年4月27日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。

(1) Jim Cramer says this could be the biggest threat to the market’s rally (https://www.cnbc.com/2026/04/27/jim-cramer-says-this-could-be-the-biggest-threat-to-the-markets-rally.html)

• CNBC’s Jim Cramer warned that a wave of looming initial public offerings could disrupt the market’s rally.
• He explained that the demand for OpenAI, SpaceX, and Anthropic could drain liquidity from other parts of the market.

“Bottom Line: The IPO trio & OpenAi vs Anthropic race could drain capital from the bull.”

(2) [No Video Clip for non-Club members] Cramer calls blistering rally in chip stocks ‘worrisome.’ How he’s protecting his portfolio (https://www.cnbc.com/2026/04/27/cramer-chip-stocks-worrisome-positioning.html)

• CNBC’s Jim Cramer said that the recent run-up in semiconductor and AI-related stocks is potentially concerning and may be a warning sign about the broader market.
• He recommended trimming positions in big winners and avoiding chasing “parabolic” names.

“Bottom Line: When you see these kinds of moves, you don’t need to freak out, but be disciplined…take a breath, keep your cool & wait to see if we have a more benign pullback.”

(3) [No Video Clip for non-Club members] Off-the Chart: Gold’s been trading like a speculative asset for over a year, says Jim Cramer (https://www.cnbc.com/video/2026/04/27/golds-been-trading-like-a-speculative-asset-for-over-a-year-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the state of the gold trade.

“Bottom Line: The charts as interpreted by Larry Williams show gold is likely to get clobbered… I don’t blame anyone who wants to ring the register here.”

(4) [No Video Clip for non-Club members] At the right price I think Ollie’s can become interesting again, says Jim Cramer (https://www.cnbc.com/video/2026/04/27/at-the-right-price-i-think-ollies-can-become-interesting-again-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how to approach discount retail chain Ollie’s Bargain Outlet.

Ticker: OLLI

“Bottom Line: Ollie’s isn’t the best bargain right here, but it’s cheaper than it’s been in ages.”

(5) Cramer’s lightning round: ‘Rocket Lab is a winner’ (https://www.cnbc.com/2026/04/27/cramers-lightning-round-rocket-lab-is-a-winner.html)

• Joby Aviation: “The problem with Joby is it’s way too risky. If you’re just starting out, I want you to be in something that could actually go up over time and you don’t feel like you get disgusted if it drops real quick, that’s what could happen with Joby. Let’s be careful out there.”
• BillionToOne: “We looked into BillionToOne. We think it’s really good diagnostic company. Diagnostic companies themselves have been going down…they have not been working. That said, this stock never ran to begin with. I think BillionToOne’s a winner.”
• Boston Scientific: “Well the competition just got too strong for Boston Scientific. They’re always one step out of the posse, and they’ve just been caught. I think they can come back. I just want to see the stock bottom before I say I think it’s okay.”
• Rocket Lab: “I feel exactly like you. And when they had a problem two weeks ago, the stock barely went down for a day, and that’s about it. I think Rocket Lab is a winner, and that is a speculative stock that I am blessing right here.”
• Fabrinet: “I do think that it needs to cool though. I think it needs to drop back a little, and I don’t want you to be caught in that downdraft if you buy it tomorrow.”
• Pinnacle West Capital: “Pinnacle hasn’t really been a beneficiary of the data build up, but It happens to be really good company. So I’m not going to tell you to run from Pinnacle. Now, it has just had a gigantic move up from where it was just at the beginning of the year. But that said, you know what? It’s a good company. Buy some here and then buy some a little bit lower.”
• Talen Energy: “If it hasn’t gone up yet with this market that we’ve got because of Iran, I don’t know what you’re going to do. I mean, look, it’s a power infrastructure play without a good yield. That’s not for me.”
• Intuitive Machines: “This is the kind of speculative stock that I’m going to endorse. I like Rocket Lab. I like this. I think any one of these is good leading up to the IPO of SpaceX. It’s going to be a winner. And I’m going to bless them when you call.”
• QXO: “Brad’s a winner. Brad is going to make a series of acquisitions that are going to make it into a great home building, let’s say clearing house, with just lots of different warehouses, lots of different stuff all over the country. And when rates start coming down, this stock is going to go from $20 to $30. You want to be with Brad Jacobs, not against him.”
• Kaiser Aluminum: “Kaiser Aluminum is just up on such a spike. I know it’s absolutely terrific, and aluminum has got all the tariff stuff going for it, but I can’t recommend it.”

Ticker: JOBY, BLLN, BSX, RLKB, FN, PNW, TLN, LUNR, QXO, KALU

(6) [No Video Clip for non-Club members] Jim Cramer weighs in on the concerns around the data center buildout (https://www.cnbc.com/video/2026/04/27/jim-cramer-weighs-in-on-the-concerns-around-the-data-center-buildout.html)

‘Mad Money’ host Jim Cramer talks the political and social headwinds facing the data center buildout.

Other Stocks Discussed (calls with audience)/ この日の放送で取り上げられたその他の銘柄（視聴者からの電話): 

Ref: Links related to this episode /参考: この日の放送に関するその他のサイトへのリンク:

• Podcast at Spotify (Sound /音声）
• InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

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