Mad Money with Jim Cramer – Aug 5, 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 August 5, 2026, with links to CNBC articles, videos, and English transcripts.

2026年8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 says investors should consider buying SpaceX for their kids (https://www.cnbc.com/2026/08/05/jim-cramer-investors-should-consider-buying-spacex-kids.html)

• CNBC’s Jim Cramer said investors should view SpaceX as a multigenerational investment, arguing the company’s biggest opportunities may take decades to fully materialize.
• He said Elon Musk’s track record of building businesses and raising capital gives him confidence in SpaceX’s long-term potential despite near-term uncertainty.

Ticker: SPCX

“Bottom Line: Think of SpaceX in decades, not days – The biggest gains may take time.”

(2) [No Video Clip for non-Club members] Executive Interview: Memory is the new gold, says Arista Networks CEO Jayshree Ullal (https://www.cnbc.com/video/2026/08/05/memory-is-the-new-gold-says-arista-networks-ceo-jayshree-ullal.html)

Arista Networks Chair and CEO Jayshree Ullal joins ‘Mad Money’ host Jim Cramer to talk quarterly results, how AI is fueling its growth, and more.

Ticker: ANET

(3) [No Video Clip for non-Club members]  Executive Interview: Elanco Animal Health CEO Jeff Simmons goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/08/05/elanco-animal-health-ceo-jeff-simmons-goes-one-on-one-with-jim-cramer.html)

Elanco Animal Health President and CEO Jeff Simmons joins ‘Mad Money’ host Jim Cramer to talk Q2 earnings, the animal health space, its growth areas, and more.

Ticker: ELAN

(4) Executive Interview: Shopify exec says AI is ushering in a ‘golden age of entrepreneurship’ (https://www.cnbc.com/2026/08/05/shopify-exec-ai-ushering-in-golden-age-entrepreneurship.html)

Shopify President Harley Finkelstein said AI is making it easier for entrepreneurs to launch and grow businesses, calling it the beginning of a “golden age of entrepreneurship.”
He said traffic and orders from AI platforms such as ChatGPT and Gemini have tripled over the past year, helping more small businesses reach customers.

Ticker: SHOP

(5) Cramer’s lightning round: ‘Fortinet is good’ (https://www.cnbc.com/2026/08/05/cramers-lightning-round-fortinet-is-good.html)

• CME Group: “CME Group is very good … I’ve always liked the companies that are involved with trading because they have monopolies or at least duopolies.”
• Alcoa: “It’s better than it used to be, but it’s still a commodity.”
• Denison Mines: “I’ve looked at this thing now for years, and it’s been a not great stock. I don’t think it’s going to change anytime soon.”
• HCA Holdings: “You need to wait one more quarter. When you have a quarter that disappointing, you need to at least wait one more quarter to see what they’re able to come up with.”
• Rocket Lab: “Pure spec. I like Voyager.”
• Fortinet: “Fortinet is good. … They’re doing a good job, and I like it.”
• Hubbell: “Hubble’s a basic, great American company. You have to hold on to it any time it goes down”

Ticker: CME, AA, DML.TO, HCA, RKLB, FTNT, HUBB

(6) Jim Cramer says the market’s biggest opportunities have room for multiple winners (https://www.cnbc.com/2026/08/05/cramer-markets-biggest-opportunities-room-for-multiple-winners.html)

• CNBC’s Jim Cramer said investors often make the mistake of treating fast-growing industries as winner-take-all markets, even when multiple companies can succeed.
• He pointed to AI chips, cybersecurity and retail as examples where growing demand has created opportunities for several long-term winners.

Ticker: TJX, BURL, ROST

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): Sofi Technologies (SOFI) [SOFI is good; I would own it], Sterling Infrastructure (STRL) [I think this thing got caught up in that whole situation awareness hedge fund where these kinds of stocks went down and what it’s doing is giving you another chance to get in. I would take advantage of that; don’t buy it all at once.]

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

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