Mad Money with Jim Cramer – July 15, 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 July 15, 2026, with links to CNBC articles, videos, and English transcripts.

2026年7月15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 questions whether Wednesday’s rally in Big Tech will have staying power (https://www.cnbc.com/2026/07/15/jim-cramer-wednesday-rally-big-tech-staying-power.html)

• CNBC’s Jim Cramer warned that Wednesday’s rally in tech may have gotten carried away from fundamentals.
• He pointed to jumps in the stocks of Alphabet, Microsoft, Meta and Amazon without any fundamental changes in their businesses.

“Bottom Line: I think the realists could come out tomorrow, calling out hyperscaler spend.”

(2) [No Video Clip for non-Club members] Executive Interview: BNY CEO Robin Vince goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/07/15/bny-ceo-robin-vince-goes-one-on-one-with-jim-cramer.html)

BNY CEO Robin Vince joins ‘Mad Money’ host Jim Cramer to talk how the company is reimagining itself.

Ticker: BNY

(3) Jim Cramer says he needs ‘cold hard’ proof that AI is paying off (https://www.cnbc.com/2026/07/15/jim-cramer-needs-proof-ai-paying-off-.html)

• CNBC’s Jim Cramer said he’s looking for companies to start showing measurable financial returns from their AI investments.
• He sees AI infrastructure companies are benefiting, but corporate customers have yet to demonstrate meaningful savings or profit gains.

(4) [No Video Clip for non-Club members] Executive Interview: First Horizon CEO Bryan Jordan: Credit trends have continued to be very good (https://www.cnbc.com/video/2026/07/15/first-horizon-ceo-bryan-jordan-credit-trends-have-continued-to-be-very-good.html)

First Horizon CEO Bryan Jordan joins ‘Mad Money’ host Jim Cramer to talk interest rates, quarterly results, and more.

Ticker: FHN

(5) Cramer’s lightning round: Buy Bloom Energy (https://www.cnbc.com/2026/07/15/cramers-lightning-round-buy-bloom-energy.html)

• Applied Digital Corporation: “I like Applied Digital. It has come down…and this one is one of those that can be owned … Start it small, don’t start it big because it is losing money.”
• Bloom Energy: “You want to buy Bloom Energy. It’s come down a great deal and it’s a non-combustible way to be able to power data centers.”
• Lennar: “I’ve tried to own some of these stocks in an atmosphere where people think that they may raise rates, and even though I don’t think they will, it is just too hard, including a great company like Lennar. I’m going to have to say no.”
• Enterprise Products Partners: “I think double down right now. A 6% yield. You want to own it. I think it’s terrific for people who want fixed income.”
• X-Energy: “It’s nuclear, and the problem with nuclear is everyone’s just decided it’s just too darn expensive … Pure spec.”
• Construction Partners: “I think that’s a road builder that should be bought. I bet it’s going to be consolidated if it stays down here. I think you’ve got a good one, and I would stay long and maybe even buy some more.”

Ticker: APLD, BE, LEN, EPD, XE, ROAD

(6)[No Video Clip for non-Club members] Executive Interview: We are headed toward $2 trillion in debt. ‘I don’t know who is going to sound the alarm’, says Bing West (https://www.cnbc.com/video/2026/07/15/we-are-headed-toward-2-trillion-in-debt-i-dont-know-who-is-going-to-sound-the-alarm-says-bing-west.html)

Author and fmr. Secretary of Defense Bing West joins ‘Mad Money’ host Jim Cramer to talk his new book ‘Cat 5: the 2033 War’.

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): Abbvie (AVVB) [It’s doing really well, I want you to buy it], Adobe (ADBE) [It being eviscerated by both Figma and Canva, it’s a $89 billion company, I don’t know how it can sustain that market cap], Intercontinental Exchange (ICE) [It could be the future. that doesn’t make me want to get away from Intercontinental. Intercontinental owns everybody, and I think it is inexpensive stock right here]

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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