Mad Money with Jim Cramer – Aug 24, 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 24, 2026, with links to CNBC articles, videos, and English transcripts.

2026年8月24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 data center trade is under attack. Here’s who could benefit (https://www.cnbc.com/2026/08/24/cramer-data-center-trade-under-attack-who-could-benefit.html)

• CNBC’s Jim Cramer said growing political opposition could slow the data center buildout and put pressure on valuations of companies that have been major beneficiaries of the AI infrastructure boom.
• He said tougher rules could favor Amazon, Alphabet, Microsoft and Meta by squeezing out smaller developers and reducing competition for land, labor and electricity.

“Bottom Line: Data center pushback could help big tech widen its lead over smaller rivals.”

(2) Here’s what Jim Cramer says stock investors need to know about the bond market (https://www.cnbc.com/2026/08/24/jim-cramer-stock-investors-know-bond-market.html)

“Bottom Line: Long term interest rates will go lower if we can get inflation under control.”

(3) [No Video Clip for non-Club members] Jim Cramer: This would be a tricky moment for any Fed Chair (https://www.cnbc.com/video/2026/08/24/jim-cramer-this-would-be-a-tricky-moment-for-any-fed-chair.html)

‘Mad Money’ host Jim Cramer talks what to expect from Fed Chairman Warsh at Jackson Hole.

“Bottom Line: For now, we really have no idea what to expect from Kevin Warsh on Friday.”

(4) Executive Interview: Aevex CEO Roger Wells goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/08/24/aevex-ceo-roger-wells-goes-one-on-one-with-jim-cramer.html)

Aevex CEO Roger Wells joins ‘Mad Money’ host Jim Cramer to talk quarterly results, its acquisition plans, U.S. production, and more.

Ticker: AVEX

(5) Cramer’s lightning round: Palantir is ‘a great spec’ (https://www.cnbc.com/2026/08/24/cramers-lightning-round-palantir-is-a-great-spec.html)

• Rocket Lab: “I’m not a big fan of Rocket Lab. We like Hawkeye 360. … I think Rocket Lab is too speculative”
• Canadian Natural Resources: “I like that. I think it’s one of the better oil and gases.”
• Palantir: “They had an amazing quarter. It’s a great spec, but it is a spec, and I know people pillared me when it came all the way back, but I stuck with it, and I’m not leaving it. I think it’s real good.”
• The Williams Companies: “I think Williams is terrific.”
• IBM: “It’s very tough. I think it’s doing better than people think. It’s all the way down, but I have to tell you, I know that people hate this, even though I don’t think they should, and I have to keep that in mind.”

Ticker: RKLB, CNQ, PLTR, WMB, IBM

(6) [No Video Clip for non-Club members]Jim Cramer: Micron can deliver both growth and returns (https://www.cnbc.com/video/2026/08/24/jim-cramer-micron-can-deliver-both-growth-and-returns.html)

‘Mad Money’ host Jim Cramer talks tech buybacks and his visit to Micron HQ.

Ticker: MU

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): Strategy (MSTR) [I changed my mind and I will risk own Bitcoin.]

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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