Mad Money with Jim Cramer – May 8, 2026 (Fri): 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 8, 2026, with links to CNBC articles, videos, and English transcripts.

2026年5月8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 ‘it’s not to late’ to own AI winners powering the market (https://www.cnbc.com/2026/05/08/jim-cramer-its-not-to-late-to-own-ai-winners.html)

• CNBC’s Jim Cramer said enthusiasm around semiconductors and AI infrastructure stocks continue to drive the market higher, calling many of the companies “foundational or generational.”
• He highlighted upcoming earnings reports next week, while urging investors to stay diversified in their portfolios.

“Bottom Line: It’s not too late to buy these red hots — we’re earlier in this move than you think.”

(2) Executive Interview: Affirm CEO says ‘the American consumer is unbelievably resilient’ (https://www.cnbc.com/2026/05/08/affirm-ceo-american-consumer-unbelievably-resilient.html)

• Affirm CEO Max Levchin said the American consumer continues to spend despite growing concerns around the economy, pointing to healthy shopping activity and strong repayment trends.
• “The American consumer is unbelievably resilient,” he said on “Mad Money” on Friday.

Ticker: AFRN

(3) Executive Interview: Burger King’s president says the chain improved its Whopper — and calls from customers helped (https://www.cnbc.com/2026/05/08/burger-king-president-fixed-whopper-phone-calls-from-customers.html)

• Burger King President Tom Curtis said customer feedback has been central to the chain’s turnaround, helping drive changes to the Whopper, restaurant upgrades, and family-focused initiatives that are boosting sales.
• Restaurant Brands International, Burger King’s parent company, reported better-than-expected results on Wednesday, with Burger King U.S. posting 5.8% same-store sales growth.

Ticker: QSR

(4) [No Video Clip for non-Club members] Executive Interview: Element Solutions CEO Benjamin Gliklich sits down with Jim Cramer (https://www.cnbc.com/video/2026/05/08/element-solutions-ceo-benjamin-gliklich-sits-down-with-jim-cramer.html)

Element Solutions CEO Benjamin Gliklich joins ‘Closing Bell Overtime’ to talk the impact of the data center buildout, quarterly results, what’s behind the recent stock move, and more.

Ticker: ESI

(5) Cramer’s lightning round: Buy Bloom Energy (https://www.cnbc.com/2026/05/08/cramers-lightning-round-buy-bloom-energy.html)

• Digi Power X: “Oh man, that thing has just been straight up. I’m not there for that. The ones that are straight up, they’re not making money. I say pass.”
• Steel Dynamics: “Steel Dynamics is a great company. Why would you do anything else other than [buy, buy, buy]?”
• ASML: “This is the great problem right now, that stock’s been straight up ever since it had a great quarter…I’m going to say, after the $75 move today, let’s just hope for a down day and get in. I don’t want to top ticket. That’s what I fear, but I think you got a great one.”
• Bloom Energy: “You should buy it…You want to be in this. Bloom Energy, this is non-combustible power. Do you know how hard it is to find that? All the data centers are going crazy for it.”
• Amphenol: “I like answer Amphenol. I think you got a good one. It’s actually come down a little. I thought it was never going to come in.”

Ticker: DGXX, STDL, ASML, BE, APH

(6) [No Video Clip for non-Club members] Jim Cramer talks if you should add Micron, Sandisk, and Seagate to your portfolio (https://www.cnbc.com/video/2026/05/08/jim-cramer-talks-if-you-should-add-micron-sandisk-and-seagate-to-your-portfolio.html)

‘Mad Money’ host Jim Cramer talks if you should add Micron, Sandisk, and Seagate to your portfolio.

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): United Parcel Services (UPS), Valero Energy  (VLO), Waste Management (WM)

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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