Mad Money with Jim Cramer – May 29, 2026 (Fri): Key Points & Links｜要点・関連リンク

[Jun Kurema (暮眞★潤)]

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on May 29, 2026, with links to CNBC articles, videos, and English transcripts.

2026年5月29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 Dell’s blowout quarter sets up a crucial week for AI stocks (https://www.cnbc.com/2026/05/29/jim-cramer-says-dells-blowout-quarter-sets-up-a-crucial-week-for-ai-stocks.html)

• CNBC’s Jim Cramer said Dell Technologies’ blockbuster quarter reignited enthusiasm around AI and data center stocks, while next week could bring fresh clarity for lagging Nvidia.
• He highlighted upcoming reports from Palo Alto, Broadcom and CrowdStrike, while warning that Lululemon could face a difficult “reset quarter.”

 

(2) Executive Interview: Gap CEO defends struggling Athleta brand despite slower turnaround (https://www.cnbc.com/2026/05/29/gap-ceo-defends-struggling-athleta-brand.html)

• Gap CEO Richard Dickson said Athleta’s turnaround is taking longer than expected, calling 2026 a “rebuild year.”
• Despite the slower recovery, he said Athleta remains an important part of Gap’s portfolio.

Ticker: GAP

 

(3) [No Video Clip for non-Club members] With reshoring there is a lot of investment in manufacturing capability, says Agilent CEO (https://www.cnbc.com/video/2026/05/29/with-reshoring-there-is-a-lot-of-investment-in-manufacturing-capability-says-agilent-ceo.html)

Padraig McDonnell, Agilent president and CEO, joins ‘Mad Money’ host Jim Cramer to talk its role in the AI buildout.

Ticker: A

 

(4) [No Video Clip for non-Club members] Jim Cramer answers questions from Investing Club members (https://www.cnbc.com/video/2026/05/29/jim-cramer-answers-questions-from-investing-club-members.html)

‘Mad Money’ host Jim Cramer answers questions from Investing Club members.

 

(5) Cramer’s lightning round: ‘I can’t recommend’ BigBear.ai (https://www.cnbc.com/2026/05/29/cramers-lightning-round-i-cant-recommend-bigbearai.html)

• Clover Health Investments: “The quarter was not good, so you’re in pure spec mode there. The revenues were okay, but the earnings were not there, so take it with a grain of salt that it’s moved up, because it was not a great quarter.”
• Amkor Technology: “It’s packaging, but the right kind of packaging is semiconductor packaging. I do prefer Cadence, though, and I like the burgeoning packaging division of Intel under Lip Bhutan, who used to run Cadence.”
• Ellington Financial: “When I see these mortgage finance companies, I never know what they really own, so I never feel like I can give any good guidance. That’s why I do not recommend them, even though they have very big yields. Not for me.”
• BigBear.ai Holdings: “Total spec because it loses money hand over fist. I can’t recommend it, but if you want to speculate, that’s fine.”

Ticker: CLOV, AMKR, EFC, BBAI

 

(6) [No Video Clip for non-Club members] Jim Cramer talks the changes coming out of the AI space in recent months (https://www.cnbc.com/video/2026/05/29/jim-cramer-talks-the-changes-coming-out-of-the-ai-space-in-recent-months.html)

‘Mad Money’ host Jim Cramer talks changes coming out of the AI space in recent months.

 

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):

 

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

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