Mad Money with Jim Cramer – May 5, 2026 (Tue): 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 May 5, 2026, with links to CNBC articles, videos, and English transcripts.

2026年5月5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: Here’s the list of AI winners to buy for 2026 and beyond (https://www.cnbc.com/2026/05/05/jim-cramer-ai-winners-to-buy.html)

• CNBC’s Jim Cramer said the data center and artificial intelligence boom is spreading to every corner of the market.
• Cramer referenced Nvidia CEO Jensen Huang’s framework that describes the AI economy as a “five-layer cake”.

“Bottom Line: AI is driving fortunes – and the winners keep growing.”

(2) [No Video Clip for non-Club members] Executive Interview: Rockwell Automation CEO Blake Moret: We’re seeing optimism around the focus on American manufacturing (https://www.cnbc.com/video/2026/05/05/rockwell-automation-ceo-blake-moret-were-seeing-optimism-around-the-focus-on-american-manufacturing.html)

Rockwell Automation CEO Blake Moret joins ‘Mad Money’ host Jim Cramer to talk quarterly results, reshoring efforts, the AI buildout and more.

Ticker: ROK

(3) [No Video Clip for non-Club members] Jim Cramer does his homework on Monarch Casino & Resort (https://www.cnbc.com/video/2026/05/05/jim-cramer-does-his-homework-on-monarch-casino-resort.html)

Ticker: MCRI

“Bottom Line: If you want a piece of MCRI, I recommend waiting fora  pullback.”

(4) Executive Interview: Waters CEO highlights China as key innovation source in the biopharma market (https://www.cnbc.com/2026/05/05/waters-ceo-china-key-innovation-biopharma-market.html)

• Waters CEO Udit Batra highlighted China as a global biopharmaceutical powerhouse.
• He said that innovation has fueled a rapid expansion of contract manufacturers moving into full drug development.

Ticker: WAT

(5) Cramer’s lightning round: Buy Banco Santander (https://www.cnbc.com/2026/05/05/cramers-lightning-round-buy-banco-santander.html) 

• Scotts Miracle-Gro Company: “It’s too risky…my problem is if the weather is not good, they do bad.”
• Banco Santander: “I not only liked the acquisition [of Webster Bank], but I thought it was so good that I actually wrote to the chairman Ana Botin, saying that is some franchise because I owned it when I was a hedge fund manager, 20 years ago. Buy Banco Santander.”
• USA Rare Earth: “No, the only one we’re recommending in that area is MP Materials.”
• Alexandria Real Estate Equities: “I say [sell, sell, sell].”
• NextDecade: “I think you can go higher because the need for more LNG, I think it’s an okay idea. Not great. I happen to like others better. But you know what? It’s fine. It’s a nice spec.”
• Maxlinear: “Max linear has probably gone more parabolic than any other stock in the market. So therefore, I have to say, you have to wait for that thing to come down.”
• Altria Group: “Altria is, you know, that’s Marlboro. I don’t recommend the tobacco stocks. I will tell you, since you have already, it has gone parabolic too and I think you should ring the register in half the position.”
• Mastec: “We had Mr. Mas on when we did the University of Miami show, which was so terrific. And I would tell you this, it is another company that I would have included at the top because it’s such a great one for the data center.”

Ticker: SMG, SAN, USAR, ARE, NEXT, MXL, MO, MTZ

(6) [No Video Clip for non-Club members] Interview: ‘Mrs. Dow Jones’ Haley Sacks on helping young people build wealth (https://www.cnbc.com/video/2026/05/05/mrs-dow-jones-haley-sacks-on-helping-young-people-build-wealth.html)

Author Haley Sacks joins ‘Mad Money’ host Jim Cramer to talk investing and wealth building tips she is sharing with young people.

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

****************************