Mad Money with Jim Cramer – Aug 18, 2026 (Tue): 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 18, 2026, with links to CNBC articles, videos, and English transcripts.

2026年8月18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 is too negative — and that’s creating buying opportunities (https://www.cnbc.com/2026/08/18/jim-cramer-market-too-negative-buying-opportunities.html)

• CNBC’s Jim Cramer said widespread pessimism over rising rates, oil prices and inflation is pushing stocks lower and creating more attractive buying opportunities.
• Cramer pointed to resilient consumer spending and continued AI infrastructure demand as reasons investors shouldn’t become overly bearish.

“Bottom Line: ‘Not that bad’ may not sound bullish but at these prices it can be an opportunity.”

(2) Executive Interview: Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake (https://www.cnbc.com/2026/08/18/cadence-is-a-chip-stock-left-behind-by-the-ai-boom-why-the-ceo-says-thats-a-mistake.html)

• Cadence President and CEO Anirudh Devgan said AI is a growth driver, not a threat, as increasingly complex chips drive demand for the company’s design tools.
• Devgan sees another major opportunity in “physical AI,” predicting autonomous vehicles, drones and robots will create new demand for specialized chips.

Ticker: CDNS

(3) [No Video Clip for non-Club members]  We’re seeing business improve, that makes me feel better about Kraft Heinz, says Jim Cramer (https://www.cnbc.com/video/2026/08/18/were-seeing-business-improve-that-makes-me-feel-better-about-kraft-heinz-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the turnaround in Kraft Heinz.

Ticker:  KHC

(4) [No Video Clip for non-Club members] Executive Interview: HawkEye 360 CEO John Serafini sits down with Jim Cramer (https://www.cnbc.com/video/2026/08/18/hawkeye-360-ceo-john-serafini-sits-down-with-jim-cramer.html)

HawkEye 360 Founder and CEO John Serafini joins ‘Mad Money’ host Jim Cramer to talk quarterly revenue, the state of the aerospace and defense space, and more.

Ticker: HAWK

(5) Cramer’s lightning round: ‘I’m going to say no’ to United Microelectronics (https://www.cnbc.com/2026/08/18/cramers-lightning-round-im-going-to-say-no-to-united-microelectronics.html)

• Avnet: “It’s a really good stock. I’m glad you brought my attention. I cannot believe how low the P/E is. But then again, a lot of people feel that the move is about to end at any given moment, and that’s what’s wrong with Avnet.”
• Archer Aviation: “Let’s pass on it. If we want to do a spec, there’s better specs out there.”
• United Microelectronics: “This is a tough one. You know, it’s not expensive, but it’s up 135% [this year]. I just don’t have a catalyst at these prices. I’m going to say no to it right now.”
• Altimmune: “I believe the GLPs are going to be able to address [fatty liver] better than anything else. But a $2 stock, count me in. But remember, stocks can go to zero.”

Ticker: AVT, ACHR, UMC, ALT

(6) [No Video Clip for non-Club members] Jim Cramer looks at the impact of AI on software stocks (https://www.cnbc.com/video/2026/08/18/jim-cramer-looks-at-the-impact-of-ai-on-software-stocks.html)

‘Mad Money’ host Jim Cramer looks at the software sector and where it stands in the current AI landscape.

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): Snowflake (SNOW) [You do not want to sell it; hold], Broadcom (AVGO) [the chart is up], Arista Networks (ANET) [if this stock were to go down 20, buy; buy buy buy], The Vita Coco Company (COCO) [buy buy buy]

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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