Mad Money with Jim Cramer – Aug 3, 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 August 3, 2026, with links to CNBC articles, videos, and English transcripts.

2026年8月3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 market has warmed up to Big Tech’s AI spending. Here’s what flipped the switch (https://www.cnbc.com/2026/08/03/jim-cramer-market-warmed-up-big-tech-ai-spending.html)

• Jim Cramer said Amazon CEO Andy Jassy’s detailed explanation of the company’s AI infrastructure spending finally gave investors the visibility they had been seeking into how those investments will generate long-term returns.
• Cramer argued that clearly explaining the payoff from AI spending is just as important to investors as the size of the investment itself.

Ticker: AMZN [big position in the charitable trust], META, NVDA, AAPL

“Bottom Line: Thanks to Amazon & Microsoft, the AI data center trade is back on.”

(2) [No Video Clip for non-Club members] Executive Interview: NextPower CEO Dan Shugar goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/08/03/nextpower-ceo-dan-shugar-goes-one-on-one-with-jim-cramer.html)

NextPower CEO Dan Shugar joins ‘Mad Money’ host Jim Cramer to talk the future of solar power.

Ticker: NXT

(3) [No Video Clip for non-Club members] Jim Cramer breaks down July’s best performing stocks in the S&P 500 (https://www.cnbc.com/video/2026/08/03/jim-cramer-breaks-down-julys-best-performing-stocks-in-the-sp-500.html)

‘Mad Money’ host Jim Cramer talks what S&P 500 stocks performed the best in July.

July’s best Performers in the S&P 500: CTSH, ACN, PYPL, WDAY, WTW, CBOE, PSX, MSFT [big position in the charitable trust], HPQ, DXCM

July’s worst performers in the S&P 500: SNDK, CLW, CHOR, KLA, LRCX, AMAT, MRVL, INTC [charitable trust name], GNRC, FLEX

“Bottom Line: The key question is whether the AI stocks can stabilize & regain momentum.”

(4) [No Video Clip for non-Club members] Executive Interview: Pitney Bowes CEO Kurt Wolf sits down with Jim Cramer (https://www.cnbc.com/video/2026/08/03/pitney-bowes-ceo-kurt-wolf-sits-down-with-jim-cramer.html)

Pitney Bowes CEO Kurt Wolf joins ‘Mad Money’ host Jim Cramer to talk quarterly results, growth over teh past year, presort services, and more.

Ticker: PBI

(5) Cramer’s lightning round: Buy Carvana (https://www.cnbc.com/2026/08/03/cramers-lightning-round-buy-carvana.html)

• Forgent Power Solutions: “I would tell you that this company is not cheap, but I think that the stock is right versus the others that are in the group.”
• NVE Corp: “I don’t want to be glib about this. I need to know better. I need to know this company more because it just moved up so much.”
• Summit Therapeutics: “It’s a great spec. This can be your spec.”
• Carvana: “It is a buying opportunity. … This was a good quarter.”
• Reddit: “I’m not a seller of Reddit here. I was surprised that the stock got hit as bad as it did. It should not have done so.”

Ticker: FPS, NVEC, SMMT, CVNA, RDDT

(6) Jim Cramer says Wall Street’s latest trading trend is creating buying opportunities (https://www.cnbc.com/2026/08/03/jim-cramer-wall-streets-latest-trading-trend-creating-buying-opportunities.html)

CNBC’s Jim Cramer said stocks are increasingly moving as part of thematic trading baskets rather than on company-specific fundamentals.
He said the disconnect often creates buying opportunities for investors willing to focus on business performance.

Ticker: BA, COST< WMT, TGT, WSM, M, RL, NOW, CRM

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):  Intuit (INTU) [at this price, I think stock will rally], Oracle (ORCL) [probably bottom, you should hold on to it], Palo Alto Networks (PANW) [I like Paro Alto; we own it for the trust]

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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