Mad Money with Jim Cramer – July 9, 2026 (Thur): 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 9, 2026, with links to CNBC articles, videos, and English transcripts.

2026年7月9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 investors are making a mistake with the trillion-dollar tech giants (https://www.cnbc.com/2026/07/09/jim-cramer-investors-making-mistake-trillion-dollar-tech-giants.html)

• CNBC’s Jim Cramer on Thursday urged investors to ride it out with underperforming tech giants.
• The “Mad Money” host said a powerful rally will likely ensue when their AI bets start to pay off.

“Bottom Line: If we get one heavy hitter saying its AI business is now profitable …You’ll go for the hyperscaler with so much cash it won’t know what to do with it.”

 

(2)Where Jim Cramer stands on SK Hynix’s massive offering (https://www.cnbc.com/2026/07/09/jim-cramer-sk-hynix.html)

• SK Hynix is set to begin trading on the Nasdaq on Friday, giving U.S. investors easier access to the one of the world’s leading producers of high-bandwidth memory.
• Cramer said the stock looks remarkably cheap despite its enormous rally, but warned that buying SK Hynix is ultimately a bet that the AI-driven memory boom won’t end like previous cycles.

Ticker: SKHYV

“Bottom Line: SK Hynix offers upside, but investors should expect volatility.”

 

(3) [No Video Clip for non-Club members] Consumers have had enough with PepsiCo’s price hikes, says Jim Cramer (https://www.cnbc.com/video/2026/07/09/consumers-have-had-enough-with-pepsicos-price-hikes-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks PepsiCo’s struggles with consumers.

Ticker: PEP

“Bottom Line: When it comes to Pepsico, price cuts may be the only way forward domestically.”

 

(4) [No Video Clip for non-Club members] I don’t think you’re early if you buy PLPC here, but you’re not late either, says Jim Cramer (https://www.cnbc.com/video/2026/07/09/i-dont-think-youre-early-if-you-buy-plpc-here-but-youre-not-late-either-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at a possible under the radar data center play.

Ticker PLPC, STRL

“Bottom Line: If you believe in this story, you’ve got my blessing to start a position in PLPC here.”

 

(5) Cramer’s lightning round: Buy Carpenter Technology (https://www.cnbc.com/2026/07/09/cramers-lightning-round-buy-carpenter-technology.html)

• Lemonade: “I wish they could make some money … That would make it into a better stock and a better company.”
• Aurora Innovation: “I am not going to make a determination on Aurora Innovation until I get Chris Urmson on.”
• Weyerhaeuser: “If rates go up, this stock goes down, and people think rates are going higher. If you think rates are going lower ultimately, then you would start buying the stock right here. I’m more bullish on it than the rest of Wall Street.”
• Carpenter Technology: ”[Buy, buy, buy]. You have a terrific company there. What a great chart too. I think I would buy some here and buy some if it comes down. But definitely add some right here.”

Ticker: LMND, AUR, WY, CRS

 

(6) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts with assisted living stocks (https://www.cnbc.com/video/2026/07/09/jim-cramer-hits-the-charts-with-assisted-living-stocks.html)

‘Mad Money’ host Jim Cramer looks at the technical on assisted living plays.

Ticker: WELL, PNTG

 

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): IBM (IBM) [buy] , CVS Health (CVS) [Strong buy], Marriot Vacations (VAC) [not as good as Marriot Hotel]

 

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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