Mad Money with Jim Cramer – May 20, 2026 (Wed): 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 20, 2026, with links to CNBC articles, videos, and English transcripts.

2026年5月20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 the world of tech investing has changed and it’s not going back (https://www.cnbc.com/2026/05/20/jim-cramer-says-the-world-of-tech-investing-has-changed-and-its-not-going-back.html)

• CNBC’s Jim Cramer said semiconductor and AI infrastructure stocks have replaced software as the market’s technology leaders.
• He said newer AI models from companies like Anthropic and OpenAI are pressuring traditional software vendors by helping businesses automate tasks that once required expensive software and large workforces.

(2) [No Video Clip for non-Club members] Executive Interview: VF Corp. CEO Bracken Darrell: We’re closing one chapter and are back into growth mode (https://www.cnbc.com/video/2026/05/20/vf-corp-ceo-bracken-darrell-were-closing-one-chapter-and-are-back-into-growth-mode.html)

CNBC’s Jim Cramer talks one-on-one with Bracken Darrell, president and CEO of V.F. Corporation, about the company’s fourth-quarter revenue and the company’s return to growth.

(3) Executive Interview: Databricks CEO Ali Ghodsi: AI doesn’t have an intelligence problem. It has a context problem (https://www.cnbc.com/video/2026/05/20/databricks-ceo-ali-ghodsi-ai-doesnt-have-an-intelligence-problem-it-has-a-context-problem.html)

CNBC’s Jim Cramer speaks to Ali Ghodsi, co-founder and CEO of Databricks, to break down the company’s fundraising and efforts to improve artificial intelligence.

(4) Executive Interview: Intuit CEO says company’s 17% workforce cut had ‘nothing to do with AI’ (https://www.cnbc.com/2026/05/20/intuit-ceo-says-companys-17percent-workforce-cut-had-nothing-to-do-with-ai.html)

• Intuit CEO Sasan Goodarzi said the company’s roughly 17% workforce reduction was aimed at simplifying operations and improving execution, not because of AI.
• He pushed back on fears that generative AI will quickly disrupt Intuit’s business.

Ticker: INTU

(5) Cramer’s lightning round: Equinix is ‘a great way to play the data center’ (https://www.cnbc.com/2026/05/20/cramers-lightning-round-equinix-is-a-great-way-to-play-the-data-center.html)

• Xometry: “I know Xometry is growing like a weed. I’m going to invite Xometry on. I don’t know them well enough to opine on the company, but I do know that it’s in the right space. Let’s get them on the show.”
• Equinix: “It’s a great way to play the data center.”

Ticker: XMTR, EQIX

(6) [No Video Clip for non-Club members] Cramer shares his approach to the market as tensions in the Middle East continue (https://www.cnbc.com/video/2026/05/20/cramer-shares-his-approach-to-the-market-as-tensions-in-the-middle-east-continue.html)

CNBC’s Jim Cramer breaks down the markets reaction to the war in Iran, and how you can manage your portfolio amid continued tensions.

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): Astera Labs (ALAB) [hold on]

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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