Mad Money with Jim Cramer – July 27, 2026 (Mon): 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 July 27, 2026, with links to CNBC articles, videos, and English transcripts.

      2026年7月27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 warns AI’s circular financing frenzy echoes the dot-com bubble (https://www.cnbc.com/2026/07/27/jim-cramer-warns-ai-circular-financing-echoes-dot-com-bubble.html)

      • CNBC’s Jim Cramer said reports of Nvidia backing OpenAI’s data center expansion revived memories of the financing arrangements that preceded the dot-com crash.
      • While Cramer said Nvidia remains a strong company, he warned investors should pay close attention when suppliers help customers finance large-scale projects.

      “Bottom Line: We say own NVDA, don’t trade it, but I don’t kow if the big institutions will listen.”

       

      (2) Jim Cramer says to buy this payments company after its post-earnings pullback (https://www.cnbc.com/2026/07/27/jim-cramer-buy-this-payments-company-american-express.html)

      • CNBC’s Jim Cramer said American Express’ post-earnings sell-off has created a buying opportunity.
      • He said management’s decision to reinvest profits rather than ramp up buybacks will create more value for shareholders.

      Ticker: AXP

      “Bottom Line: AXP is a great buying opportunity down 14% from its all-time high.”

       

      (3) [No Video Clip for non-Club members] Jim Cramer looks into buying opportunities in Honeywell’s breakup (https://www.cnbc.com/video/2026/07/27/jim-cramer-looks-into-buying-opportunities-in-honeywells-breakup.html)

      ‘Mad Money’ host Jim Cramer looks at buying opportunities in Honeywell’s breakup.

      Ticker: HON

      “Bottom Line: The HON breakup is working – I think Honeywell Aerospace is a buying opportunity.”

      (4) [No Video Clip for non-Club members] Executive Interview: CRH CEO Jim Mintern sits down with Jim Cramer (https://www.cnbc.com/video/2026/07/27/crh-ceo-jim-mintern-sits-down-with-jim-cramer.html)

      CRH CEO Jim Mintern joins ‘Mad Money’ host Jim Cramer to talk modernizing infrastructure, energy demand, and more.

      Ticker: CRH

       

      (5) Cramer’s lightning round: Buy First Horizon (https://www.cnbc.com/2026/07/27/cramers-lightning-round-buy-first-horizon.html)

      • Cerebras: “It’s down so much and the PE multiple is not that high. It’s just that I don’t want to buy a lot of tech. The only one I’m currently buying is Intel.”
      • First Horizon: “I think it’s a terrific stock, very inexpensive. I think you should buy it.”
      • Nike: “I think Nike is ok. The problem with Nike is it’s trying so hard to get things turned around, but there’s a lot of competition. I think it’s just ok. We sold it for the Charitable Trust because it’s just ok, and we don’t want to own just ok.”
      • Kemper: “Kemper is not a stock you want to own.”

      Ticker: CBRS, FNHD, NKE, KMPR

       

      (6) Jim Cramer issues a warning to investors trading with borrowed money (https://www.cnbc.com/2026/07/27/jim-cramer-warning-investors-trading-with-borrowed-money.html)

      • CNBC’s Jim Cramer warned that the AI trade has become increasingly fragile, making it a dangerous place for investors using borrowed money.
      • “If you’re borrowing money to buy something related to the data center, then tomorrow morning, 9:30 a.m., sell it no matter what,” the “Mad Money” host said. “You won’t regret it.”

       

      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): Intel (INTC) [we are buying for investing club.] , CrowdStrike (CRWD) [we do like the stock; open model; positive; own CRWD], SpaceX (SPCX) [we did not buy for the trust; if you believe Eron you believe SPCX]

       

      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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