Mad Money with Jim Cramer – Aug 4, 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 August 4, 2026, with links to CNBC articles, videos, and English transcripts.

2026年8月4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 one hedge fund’s collapse cleared the way for tech’s rally (https://www.cnbc.com/2026/08/04/cramer-one-hedge-fund-collapse-cleared-way-for-tech-rally.html)

• CNBC’s Jim Cramer said the collapse of AI-focused hedge fund Situational Awareness removed a major source of forced selling, allowing technology stocks to rally on strong fundamentals.
• He said the timing was critical, with the fund’s unwind coinciding with earnings season and helping companies like ServiceNow finally see strong results rewarded by investors.

“Bottom Line: Today is still one more day where there seems to be no overhang.. we owe Leopold Aschenbrenner an ocean of thanks – this is his rally.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Voyager CEO Dylan Taylor sits down with Jim Cramer (https://www.cnbc.com/video/2026/08/04/voyager-ceo-dylan-taylor-sits-down-with-jim-cramer.html)

Voyager Co-Founder, Chairman, and CEO Dylan Taylor joins ‘Mad Money’ host Jim Cramer to talk its record quarterly revenue, recent acquisitions, and more.

Ticker: VOYG

 

(3)  Executive Interview: Merck CEO says new pipeline is built to offset Keytruda’s eventual patent expiration (https://www.cnbc.com/2026/08/04/merck-ceo-pipeline-built-offset-keytruda-patent-expiration.html)

• Merck CEO Rob Davis said the drugmaker has evolved beyond Keytruda, with more than 20 potential blockbuster launches over the next five years.
• He said years of R&D and $65 billion in acquisitions have prepared Merck for life after Keytruda.

Ticker: MRK

 

(4) [No Video Clip for non-Club members] Executive Interview: Pinterest CEO Bill Ready: Pinterest is where Gen Z goes to shop (https://www.cnbc.com/video/2026/08/04/pinterest-ceo-bill-ready-pinterest-is-where-gen-z-goes-to-shop.html)

Pinterest CEO Bill Ready joins ‘Mad Money’ host Jim Cramer to talk the social media company’s quarterly beat and what’s ahead.

Ticker: PINS

 

(5) Cramer’s lightning round: Buy Origin Bancorp (https://www.cnbc.com/2026/08/04/cramers-lightning-round-buy-origin-bancorp.html)

• Robinhood: “I think Robinhood has a winning site, and I think it’s going to continue to do well.”
• NorthWestern Energy Group: “That’s a winning stock.”
• Origin Bancorp: ”[Buy, buy, buy] … It’s a great regional bank that sells at 13 times earnings.”

Ticker: HOOD, NWE, OBK

 

(6) Jim Cramer says this investing mistake is costing you big gains (https://www.cnbc.com/2026/08/04/jim-cramer-says-this-investing-mistake-is-costing-you-big-gains.html)

• CNBC’s Jim Cramer warned that staying out of the market because of fear is costing investors big gains.
• He encouraged investors to buy quality stocks and index funds rather than trying to time the market.

 

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): Celestica (CLS) [they are incredible; it is a buy; buy some and hope it’s come down], GE Vernova (GEV) [they had a terrific quarter; I think it is a terrific situation and I think the stock can go higher]

 

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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