Mad Money with Jim Cramer – July 29, 2026 (Wed): 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 29, 2026, with links to CNBC articles, videos, and English transcripts.

2026年7月29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 software’s comeback could be the blueprint for AI stocks’ next rally (https://www.cnbc.com/2026/07/29/jim-cramer-softwares-comeback-blueprint-ai-stocks-rally.html)

• CNBC’s Jim Cramer said the recent rebound in enterprise software shows how quickly Wall Street can change its mind, arguing beaten-down AI infrastructure stocks could follow a similar path.
• He said the sector needs a supportive macro backdrop and proof that AI-related spending is paying off to reignite investor confidence.

“Bottom Line: The lower these stocks get, the more likely they are to bounce on good news.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Chipotle CEO Scott Boatwright goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/07/29/chipotle-ceo-scott-boatwright-goes-one-on-one-with-jim-cramer.html)

Chipotle CEO Scott Boatwright joins ‘Mad Money’ host Jim Cramer to talk quarterly earnings.

Ticker: CMG

 

(3) [No Video Clip for non-Club members] Ralph Lauren has a terrific long-term growth story, says Jim Cramer (https://www.cnbc.com/video/2026/07/29/ralph-lauren-has-a-terrific-long-term-growth-story-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Ralph Lauren’s growth story and if its worth adding to your portfolio.

Ticker: RL

“Bottom Line: Ralph Lauren has so much going for IT & I feel comfortable sticking my neck out… I expect RL to surprise to the upside when it reports next week.”

 

(4) Executive Interview: Vertiv CEO addresses 17% stock plunge, disappointing quarter: ‘This is a temporary issue’ (https://www.cnbc.com/2026/07/29/vertiv-ceo-addresses-stock-plunge-disappointing-quarter.html)

• Vertiv CEO Gio Albertazzi said the company’s revenue growth miss reflected temporary project timing and supply chain issues, not weakening demand.
• “This is a temporary issue,” Albertazzi said on CNBC’s “Mad Money.” “Nothing has changed in the long term of our trajectory.”

Ticker: VRT

 

(5) Cramer’s lightning round: Buy Astera Labs (https://www.cnbc.com/2026/07/29/cramers-lightning-round-buy-astera-labs.html)

• Astera Labs: “Nothing changed. It is just a matter of sentiment … I am going to say [buy, buy, buy].”
• Rigetti Computing: “That’s one I don’t really care for.”
• MakeMyTrip: “I do not know MakeMyTrip.”
• Eli Lilly: “Eli Lilly is classic own don’t trade. … Eli Lilly is a good company, and I’ve owned it for years. I’m going to continue to own it for years because it’s a great business with great drugs.”

Ticker: ALAB, RGTI, MMYT, LLY

 

(6) [No Video Clip for non-Club members] It’s important to note that sentiment can turn on a dime, says Jim Cramer (https://www.cnbc.com/video/2026/07/29/its-important-to-note-that-sentiment-can-turn-on-a-dime-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how the shift in market sentiment is moving certain sectors.

 

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): Aerovirnment (AVAV) [the group is tough; too tough for me], The TJX Company (TJX) [my analysis of TJX is a multi long term year move. and with that I’m sticking with it.

 

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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