Mad Money with Jim Cramer – July 28, 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 28, 2026, with links to CNBC articles, videos, and English transcripts.

2026年7月28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 Wall Street is fleeing the AI trade and buying these stocks instead (https://www.cnbc.com/2026/07/28/jim-cramer-wall-street-fleeing-ai-trade-buying-these-stocks.html)

• CNBC’s Jim Cramer said investors are rotating out of some of the market’s biggest AI infrastructure winners and into companies with growth drivers outside the data center buildout.
• He highlighted Costco, Walmart, ServiceNow, Salesforce and Johnson & Johnson as stocks that are benefiting from the re-shuffling.

“Bottom Line: Don’t panic until the data center thesis changes.”

 

(2) Jim Cramer says it’s too soon to buy the dip in SpaceX. Here’s why he would wait (https://www.cnbc.com/2026/07/28/jim-cramer-buy-dip-spacex-wait.html)

• CNBC’s Jim Cramer said investors should wait until after next week’s lockup expiration before buying shares of SpaceX.
• He said the company’s upcoming earnings report and questions surrounding the durability of its AI contracts could create additional volatility in the near term.

Ticker: SPCX

“Bottom Line: If you wait to buy SpaceX, let the first wave of insider selling lockup expire.. Let it drag the share price lower before you pull the trigger.”

 

(3)[No Video Clip for non-Club members] Jim Cramer shares his take on Vulcan and Martin Marietta (https://www.cnbc.com/video/2026/07/28/jim-cramer-shares-his-take-on-vulcan-and-martin-marietta.html)

‘Mad Money’ host Jim Cramer looks at two infrastructure plays: Vulcan and Martin Marietta.

Ticker: VMC, MLM

“Bottom Line: If you’re looking to diversify, VMC & MLM compelling on weakness.”

 

(4) [No Video] Executive Interview

Ticker: NUE

 

(5) Cramer’s lightning round: ‘I like Ross Stores’ (https://www.cnbc.com/2026/07/28/cramers-lightning-round-i-like-ross-stores.html)

• Hims & Hers Health: “Controversial stock. I really prefer to just own Eli Lilly.”
• Arista Networks: “I really like Arista, and Arista is not dependent entirely on the data center. It’s got a lot of things going for it. I think Arista is terrific.”
• Ross Stores: “It was good to begin with, but now it’s just terrific. I like Ross Stores.”

Ticker: HIMS, ANET, ROST

 

(6) Jim Cramer: How to avoid getting burned by parabolic stocks (https://www.cnbc.com/2026/07/28/jim-cramer-how-to-avoid-getting-burned-by-parabolic-stocks.html)

• CNBC’s Jim Cramer urged investors to take profits as stocks go parabolic, saying those explosive rallies often unravel just as quickly once momentum fades.
• He pointed to Arm Holdings and Corning, which his Charitable Trust trimmed to protect gains before recent pullbacks.

 

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):  Intuitive Surgical (ISRG) [the quarter was not that good; be careful in ISRG], Sterling Infrastructure (STRL) [wait a couple more days]

 

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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