Mad Money with Jim Cramer – July 7, 2026 (Tue): 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 July 7, 2026, with links to CNBC articles, videos, and English transcripts.

2026年7月7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’s reaction to Samsung may signal a shift in AI leadership (https://www.cnbc.com/2026/07/07/jim-cramer-markets-reaction-samsung-signal-shift-ai-leadership.html)

• CNBC’s Jim Cramer said Samsung’s earnings sparked a sell-off in AI hardware stocks, while many tech names that have lagged this year rebounded.
• He said the session may signal investors are rotating away from AI infrastructure suppliers and back toward the megacap companies driving artificial intelligence spending.

Ticker: MU, VRT, GEV, WDC, SNDK, STX, CAT, KLAC, LRCX, AMAT, CRM, ADBE, NOW, MSFT [we are trying to hold on MSFT for charitable trust]

“Bottom Line: Today felt like a changing of the  guard – let’s see if big tech stays in the lead.”

 

(2) Jim Cramer sees a buying opportunity in this retail giant down nearly 18% from its high (https://www.cnbc.com/2026/07/07/jim-cramer-buying-opportunity-retail-giant.html)

• CNBC’s Jim Cramer said Walmart’s roughly 18% pullback since its mid-May peak has created a buying opportunity.
• He said falling fuel prices, Walmart’s value proposition and potential tariff refunds could all become tailwinds for the company.

Ticker: WMT

“Bottom Line: I think Walmart is worth buying into weakness here.”

(3) [No Video Clip for non-Club members] Why Jim Cramer thinks Delta, United can beat low earnings forecasts the next time they report (https://www.cnbc.com/video/2026/07/07/why-jim-cramer-thinks-delta-united-can-beat-low-earnings-forecasts-the-next-time-they-report.html)

CNBC’s Jim Cramer talks about the impact oil prices have had on the airlines stocks, what he’s watching and more.

“Bottom Line: Delta and United have been a lot more consistent than in the past.” “Go buy right here.”

 

(4) [No Video Clip for non-Club members] Executive Interview: Applied Aerospace CEO: We currently operate here in America because demand is so strong (https://www.cnbc.com/video/2026/07/07/applied-aerospace-ceo-we-currently-operate-in-america-because-demand-is-so-strong.html)

CNBC’s Jim Cramer sits down with Applied Aerospace & Defense CEO Trip Ferguson to discuss the company’s recent IPO, space and defense sector health and more.

Ticker: AADX

 

(5) Cramer’s lightning round: Buy Casey’s General Stores (https://www.cnbc.com/2026/07/07/cramers-lightning-round-sell-wendys.html)

• Casey’s General Stores: ”[Buy, buy, buy]. Buy 10 shares. That’s what I’d tell my Pop if he were alive. I’d say ‘Pop, buy 10 shares every three weeks.’”
• Skyworks Solutions: “I know they have that CEO, he’s trying to turn it around. Someone has to buy them, and I don’t know, you’ve got a 4.75% yield while you wait for someone to buy them, that’s all I can tell you.”
• [Wendy’s: “I think that in the end, I want earnings momentum. I don’t want to takeover momentum … I think you should take profits in Wendy’s if you did buy it during that meme strength.”]
• Forgent Power Solutions: “I wouldn’t mind owning some myself for the Charitable Trust.”

Ticker: CASY [buy buy buy], SWKS, WEN, FPS

 

(6) [No Video Clip for non-Club members] Jim Cramer breaks down ChatGPT’s summary of SpaceX analyst reports (https://www.cnbc.com/video/2026/07/07/jim-cramer-breaks-down-chatgpts-summary-of-spacex-analyst-reports.html)

CNBC’s Jim Cramer talks about how ChatGPT summarizes various SpaceX analyst reports and whether the use of artificial intelligence can help investors do their homework.

Ticker: SPCX

 

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): Pfizer (PFE) [I wish I can be more positive, but I cannot], Honeywell Aerospace (HONA) [blue chip airline play; terrific; I want to keep buying for charitable trust], CSX (CSX) [great long term investment; I like Union Pacific, too]

 

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

****************************

Previous Episode/ 前回のエピソード

Next Episode / 次回のエピソード

 

 

[Author]

Posts