Mad Money with Jim Cramer – Aug 12, 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 12, 2026, with links to CNBC articles, videos, and English transcripts.

2026年8月12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 AI data center trade is back. These 6 stocks are leading the comeback (https://www.cnbc.com/2026/08/12/jim-cramer-ai-data-center-trade-leading-stocks.html)

• CNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.
• He pointed to several factors that restored his confidence in the group’s momentum.

(2) Executive Interview: Novo Nordisk CEO defends lawsuit against Eli Lilly: ‘Competition has to be fair’ (https://www.cnbc.com/2026/08/12/novo-nordisk-ceo-defends-lawsuit-against-eli-lilly.html)

• Novo Nordisk CEO Mike Doustdar defended the drugmaker’s decision to sue rival Eli Lilly over its weight-loss drug advertising.
• “I am a big fan of competition. I think competition has to be fierce, but I also think competition has to be fair,” Doustdar said on CNBC’s “Mad Money.” “I believe that patients deserve to know the full truth together with their physicians before they make a choice of what product to take.”

Ticker: NVO

(3) [No Video Clip for non-Club members]Zoom has been killing it with enterprise customers, says Jim Cramer (https://www.cnbc.com/video/2026/08/12/zoom-has-been-killing-it-with-enterprise-customers-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer checks in on video calling platform and budding AI play, Zoom.

Ticker: ZM

(4) [No Video Clip for non-Club members] Coherent CEO Jim Anderson goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/08/12/coherent-ceo-jim-anderson-goes-one-on-one-with-jim-cramer.html)

Coherent CEO Jim Anderson joins ‘Mad Money’ host Jim Cramer to talk Q4 results, notching record revenue, the data center buildout, and more.

Ticker: COHR

(5) Cramer’s lightning round: ‘I like Vistra’ (https://www.cnbc.com/2026/08/12/cramers-lightning-round-i-like-vistra.html)

• Recursion Pharmaceuticals: “I think that company better come up with something soon because right now all it is coming up with is losses, and that is not the way it should be.”
• Fastly: “That thing came back from the abyss. I have to tell you, I still like Cloudflare more, but I hand it to those guys. I also like Akamai, but Fastly’s in the game, and it’s not easy to be in that game.”
• NextEra Energy: “I don’t like Nextera. I sense trouble.”
• Huntington Ingalls Industries: “This President seems to be inclined to be able to give the Navy a lot of money, and I think that’s the only game in town.”
• Vistra: “I like Vistra and I like Constellation Energy. I think these things are oversold and they make a ton of sense.”

Ticker: RXRX, FSLY, NEE, HII, VST

(6) [No Video Clip for non-Club members] Jim Cramer on why Texas Roadhouse has been on a run, despite runaway beef prices (https://www.cnbc.com/video/2026/08/12/jim-cramer-on-why-texas-roadhouse-has-been-on-a-run-despite-runaway-beef-prices.html)

‘Mad Money’ host Jim Cramer looks at how restaurant’s are navigating pricing amid shortages and inflation.

Ticker: EAT, TXRH, CAVA

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): Draftking (DKNG), Uber (UBER)

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）
• Internet Archive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

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