Mad Money with Jim Cramer – May 6, 2026 (Wed): Key Points & Links|要点・関連リンク

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      This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on May 6, 2026, with links to CNBC articles, videos, and English transcripts.

      2026年5月6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 Big Tech cannot afford to be cheap on AI spending (https://www.cnbc.com/2026/05/06/jim-cramer-big-tech-cannot-afford-to-be-cheap-on-ai-spending.html)

      • CNBC’s Jim Cramer argues the demand for computing power already exists and companies are racing to keep up.
      • He pointed to Amazon Web Services as evidence that companies failing to aggressively expand data center capacity risk losing business to rivals like Microsoft and Alphabet.

      “Bottom Line: When it comes to the data center, if you build it, they really will come.”

       

      (2) [No Video Clip for non-Club members] Executive Interview: CVS Health CEO David Joyner: Our Aetna business got off track, but we’ve had five quarters of improvement (https://www.cnbc.com/video/2026/05/06/cvs-health-ceo-david-joyner-our-aetna-business-got-off-track-but-weve-had-five-quarters-of-improvement.html)

      CVS Health President and CEO David Joyner joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the company’s turnaround plan, and more.

      Ticker: CVS

       

      (3) [No Video Clip for non-Club members] Executive Interview: Kraft Heinz CEO reveals the company’s biggest growth opportunities (https://www.cnbc.com/2026/05/06/kraft-heinz-ceo-reveals-biggest-growth-opportunities.html)

      • Kraft Heinz CEO Steve Cahillane said the company’s biggest growth opportunity is reinvesting behind legacy brands.
      • He pointed to brands like Heinz, Kraft macaroni and cheese, and Capri Sun as areas to make more relevant to shifting consumer preferences.

      Ticker: KHC

       

      (4) [No Video Clip for non-Club members] Executive Interview: Solstice Advanced Materials CEO sits down with Jim Cramer (https://www.cnbc.com/video/2026/05/06/solstice-advanced-materials-ceo-sits-down-with-jim-cramer.html)

      Solstice Advanced Materials CEO David Sewell joins ‘Mad Money’ host Jim Cramer to talk quarterly results, areas he is seeing demand growth, nuclear energy, and more.

      Ticker: SOLS

       

      (5) Cramer’s lightning round: Goldman Sachs is ‘going to be the big winner’ (https://www.cnbc.com/2026/05/06/cramers-lightning-round-goldman-sachs-is-going-to-be-the-big-winner.html)

      • Goldman Sachs: “They’re going to be the big winner. They’re going to be the big winner in IPOs and M&A. And that’s why it is huge position for me in my Charitable Trust.”
      • Taiwan Semiconductor Manufacturing: “They have more business than they can handle…Even tonight, ARM Holdings said that they were going to have all this business. But the problem is they can’t get all the chips they need from Taiwan Semi.”
      • Extreme Networks: “I don’t recommend stocks like this, but I’ll give you a considered opinion. Come back and I’ll tell you what I think is going on.”
      • D-Wave: “If you want to do quantum, D-Wave is the one that I identified as being the best.”
      • Thermo Fisher: “I like it here. I see so many IPOs every morning that Carl mentions, and they’re all going to need TMO’s machines. I think you can buy it at this level.”

      Ticker: GS, TSM, EXTR, QBTS, TMO

       

      (6) [No Video Clip for non-Club members] Shopify has plummeted, but its the same fabulous company, says Jim Cramer (https://www.cnbc.com/video/2026/05/06/shopify-has-plummeted-but-its-the-same-fabulous-company-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer talks stocks that are buys right now while they are low.

      Ticker: META, ANET, SHOP [I will take all three]

       

      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): Salesforce (CRM),

       

      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:

       

      Disclaimer/ 免責事項

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