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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on July 20, 2026, with links to CNBC articles, videos, and English transcripts.
2026年7月20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 it’s time to look beyond tech as AI uncertainty rattles the market (https://www.cnbc.com/2026/07/20/jim-cramer-look-beyond-tech-ai-uncertainty.html)
- CNBC’s Jim Cramer says the AI trade has become too unpredictable, making this a better time to put new money into high-quality companies outside of technology.
- While he’s waiting for a broader pullback before buying more tech, Cramer remains bullish on long-term AI leaders including Nvidia and Intel.
Ticker: AAPL, NVDX, NINTC, ARM, AVGO, MRVL, FDX, HONA, GE
“Bottom Line: At the moment, it’s time to go to other sectors instead of tech.”
(2) [No Video Clip for non-Club members] The biggest winners from AI are the biggest losers of the last few weeks, says Jim Cramer (https://www.cnbc.com/video/2026/07/20/the-biggest-winners-from-ai-are-the-biggest-losers-of-the-last-few-weeks-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks why AI-driven trades are cooling off right now.
Ticker: AMD, AVGO, MRVL, ARM, TER, ASML, AMAT, LRCX, GLW, ALAB, COHR, LITE, CIEN, CSCO, HPE, DELL, VRT, MOD, CAT, BE, SYRL, PWR, CRWV, IREN, NBIS APLD, HUT, WULF, SPCX, CBRS, SKHY, FPS, MAIR, INIO, STDN, NVDA
“Bottom Line: The AI sell-off is real– The question is how serious it becomes.”
(3) We need the IPO market to calm down, says Jim Cramer (https://www.cnbc.com/video/2026/07/20/we-need-the-ipo-market-to-calm-down-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks why AI-driven trades are cooling off right now.
Ticker: GOOGL, ORCL
“Bottom Line: It is very tough to own these AI infrastructures stocks right now.”
(4)Time to buy Netflix? Here’s where Jim Cramer stands on the struggling streaming stock (https://www.cnbc.com/2026/07/20/jim-cramers-netflix-nflx-stock.html)
- CNBC’s Jim Cramer said Netflix’s sharp sell-off has made the stock more compelling, but investors shouldn’t rush in all at once.
- While slowing growth and tougher competition remain concerns, Cramer said Netflix’s valuation, record buybacks, and long-term growth opportunities still make the stock attractive.
Ticker: NFLX
Video (a) – The last time Netflix was this cheap it ended up being a great buying opportunity, says Jim Cramer (https://www.cnbc.com/video/2026/07/20/the-last-time-netflix-was-this-cheap-it-ended-up-being-a-great-buying-opportunity-says-jim-cramer.html)
Video (b) – I don’t think Netflix is a broken company, says Jim Cramer (https://www.cnbc.com/video/2026/07/20/i-dont-think-netflix-is-a-broken-company-says-jim-cramer.html)“Bottom Line: NFLX may no longer be hypergrowth, but I think you can ad to it on weakness.”
(5) Cramer’s lightning round: First Solar ‘has one of the worst charts I’ve ever seen’ (https://www.cnbc.com/2026/07/20/cramers-lightning-round-first-solar-has-one-of-the-worst-charts-ive-ever-seen.html)
- Fiserv: “I think that they have to merge with someone … We have way too many companies in that area.”
- Lyft: “I think David Risher is doing a good job … It’s been trading back and forth and back and forth, but $15 is a good level to start.”
- CleanSpark: “Just go buy Bitcoin. It’s a lot easier.”
- ZIM Integrated Shipping Services: “I do think that there’s worth there, and if the deal doesn’t happen, maybe someone else buys it. I’m with you on that, but I’m not crazy about it.”
- First Solar: “That thing has just been crushed … It has one of the worst charts I’ve ever seen.”
- Cheesecake Factory: “Cheesecake Factory has a fantastic menu that has a lot of stuff for everybody … 52-week high, big menu, lots of stuff for people who don’t want to put on a lot of weight. It’s a mistake that people make avoiding that one.”
- AST SpaceMobile: “I mean, the company’s losing a fortune. We know that kind of stock is now out of favor.”
Ticker: Fiserv (FISV) [they have to merge with someone], Lyft (LYFT) [agree that it is a good time to start a position], CleanSpark (CLSK) [just go buy Bitcoin], ZIM Integrated Shipping (ZIM) , First Solar (FSLR), Cheesecake Factory (CAKE) [52 week high, mistake to avoid], AST SpaceMobile (ASTS) [company is losing fortune. $42, you can wait to $40]
(6) [No Video Clip for non-Club members] Jim Cramer gives his advice for preparing for earnings season (https://www.cnbc.com/video/2026/07/20/jim-cramer-gives-his-advice-for-preparing-for-earnings-season.html)
‘Mad Money’ host Jim Cramer gives his advice for preparing for earnings season.
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): AutoZone (AZO) [they can make come back], Celestica (CLS) [its gonna head lower, it had such a run, its profit taking], Chipotle (CMG) [if you want to put a quarter position, quarter of position one only right now]
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）
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