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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on August 26, 2026, with links to CNBC articles, videos, and English transcripts.
2026年8月26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 reveals his stock-picking playbook — and one name that stands out (https://www.cnbc.com/2026/08/26/cramer-stock-picking-playbook-one-name-stands-out.html)
- CNBC’s Jim Cramer said investors should start with a view on the economy and interest rates, then identify sectors and stocks positioned to benefit from that backdrop.
- He said PepsiCo has the makings of a potential buy, citing its roughly 4% dividend yield, historically low valuation, and potential boost from falling gasoline prices.
“Bottom Line: Start with the big picture, find the sectors that fit, then hunt for stocks.”
(2) Salesforce CEO Marc Benioff says the ‘SaaSpocalypse’ is nonsense. Here’s why (https://www.cnbc.com/2026/08/26/salesforce-ceo-marc-benioff-saaspocalypse-nonsense.html)
- Salesforce CEO Marc Benioff pushed back against “SaaSpocalypse” fears.
- “This SaaSpocalypse narrative has been such nonsense,” Benioff said on CNBC’s “Mad Money.” “Frontier models depend on CRM. They don’t replace it.”
Ticker: CRM
(3) Watch Jim Cramer’s full interview with Nvidia CEO Jensen Huang (https://www.cnbc.com/video/2026/08/26/watch-jim-cramers-full-interview-with-nvidia-ceo-jensen-huang.html)
Nvidia CEO Jensen Huang joins ‘Mad Money’ host Jim Cramer to talk the tech giant’s second quarter results, competition in the semiconductor space, the state of the AI trade, and more.
Ticker: NVDA
(4) Cramer’s lightning round: Buy QXO (https://www.cnbc.com/2026/08/26/cramers-lightning-round-buy-qxo.html)
- BillionToOne: “We decided it’s a pretty darn good company. … I think you have a good one.”
- Eton Pharmaceuticals: “It’s a biotech that’s been a winner. I like to take a little bit off of the biotech winner and then let the rest run.”
- Babcock & Wilcox: “They’re losing so much money.”
- Smithfield Foods: “You know, it’s a very inexpensive stock. … I am willing to bet that at 8 times earnings you’re not going to lose money, and you could make some money with a 5.6% yield.”
- QXO: “First of all, I think you should buy it. He’s putting together a conglomerate for building products, mostly roofing, at a time when people hate building products, but what happens when the Fed finally has to cut rates because housing’s so bad, which I think can happen? Well, I’ll tell you what happens: that stock goes from $14 to $24. That’s why I think you should own it.”
- IES Holdings: “This is a very interesting data communications company that has been brought down. I don’t think that makes sense. I think you have a good one.”
Ticker: BLLN, ETON, BW, SFD, QXO, IESC
(5) [No Video Clip for non-Club members] Hyperscalers should stop selling data centers to towns and start selling packages, says Jim Cramer (https://www.cnbc.com/video/2026/08/25/hyperscalers-should-stop-selling-data-centers-to-towns-and-start-selling-packages-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks what it will take for the data center buildout to succeed.
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): Mooderna (MRNA), Airbnb (ABNB)
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）
- Internet Archive（Video & Texts per minute /1分毎のビデオ＆テキスト）
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