Jim Cramer's emergency warning about your holdings
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Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $1,061.23 24 Jul 2026Current $1,028.78 09 Sep 2026Result −$32.45vs. index −6.2% SPY +3.2% over the same days
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…lling AMD? After a day with the Dow shed 307 points, S&P declined.19%. NASDAQ dip 05% after what was by the way a very strong opening. All this hand ringing over AI competition from China makes me want to turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight. Maybe scoop up some Honeywell Aerospace and Boeing. You know why? See, because if you own too much tech, you're going to be slaughtered and you won't even know what hit you. Okay, not today. An…
high quality companies like Goldman Sachs and Wells Fargo
AI-extracted context turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight
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Entry $86.40 24 Jul 2026Current $89.67 09 Sep 2026Result +$3.27vs. index +0.6% SPY +3.2% over the same days
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…lling AMD? After a day with the Dow shed 307 points, S&P declined.19%. NASDAQ dip 05% after what was by the way a very strong opening. All this hand ringing over AI competition from China makes me want to turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight. Maybe scoop up some Honeywell Aerospace and Boeing. You know why? See, because if you own too much tech, you're going to be slaughtered and you won't even know what hit you. Okay, not today. An…
high quality companies like Goldman Sachs and Wells Fargo
AI-extracted context turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight
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Entry $314.96 24 Jul 2026Current $309.19 09 Sep 2026Result −$5.77vs. index −5.0% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ined.19%. NASDAQ dip 05% after what was by the way a very strong opening. All this hand ringing over AI competition from China makes me want to turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight. Maybe scoop up some Honeywell Aerospace and Boeing. You know why? See, because if you own too much tech, you're going to be slaughtered and you won't even know what hit you. Okay, not today. And we've been hit pretty hard here as you will…
dig my teeth into FedEx and FedEx freight
AI-extracted context turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight
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Entry $243.15 24 Jul 2026Current $204.93 09 Sep 2026Result −$38.22vs. index −18.9% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…the way a very strong opening. All this hand ringing over AI competition from China makes me want to turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight. Maybe scoop up some Honeywell Aerospace and Boeing. You know why? See, because if you own too much tech, you're going to be slaughtered and you won't even know what hit you. Okay, not today. And we've been hit pretty hard here as you will find out if you stick around. But I don't want to be…
Maybe scoop up some Honeywell Aerospace and Boeing.
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Entry $209.52 24 Jul 2026Current $206.42 09 Sep 2026Result −$3.10vs. index −4.7% SPY +3.2% over the same days
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Surrounding source transcript
…the way a very strong opening. All this hand ringing over AI competition from China makes me want to turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight. Maybe scoop up some Honeywell Aerospace and Boeing. You know why? See, because if you own too much tech, you're going to be slaughtered and you won't even know what hit you. Okay, not today. And we've been hit pretty hard here as you will find out if you stick around. But I don't want to be…
Maybe scoop up some Honeywell Aerospace and Boeing.
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Entry $1,061.23 24 Jul 2026Current $1,028.78 09 Sep 2026Result −$32.45vs. index −6.2% SPY +3.2% over the same days
you can confidently buy more of them because Goldman Sachs or FedEx are comprehensible
AI-extracted context you can confidently buy more of them because Goldman Sachs or FedEx are comprehensible and they're not subject to rumors or Chinese riposts
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Entry $314.96 24 Jul 2026Current $309.19 09 Sep 2026Result −$5.77vs. index −5.0% SPY +3.2% over the same days
you can confidently buy more of them because Goldman Sachs or FedEx are comprehensible
AI-extracted context you can confidently buy more of them because Goldman Sachs or FedEx are comprehensible and they're not subject to rumors or Chinese riposts
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Entry $206.84 24 Jul 2026Current $223.67 09 Sep 2026Result +$16.83vs. index +5.0% SPY +3.2% over the same days
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…hat they let Alphabet spend those billions of dollars on AI and then they've had Alphabet pay them a nominal sum. So, it was in the iPhone. Uh, the pros have a term for this Apple Alphabet deal. You know what it's called? A great deal. Oh, I also want Nvidia. I know people think I've been unkind to Nvidia of late. They say have been critical that they're not buying back more than $80 billion worth of stock given that the shares are insanely cheap on Nexures or Exmus. Do you know this is actuall…
I also want Nvidia.
AI-extracted context Oh, I also want Nvidia.
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Entry $92.32 24 Jul 2026Current $106.24 09 Sep 2026Result +$13.92vs. index +11.9% SPY +3.2% over the same days
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…nyone. Why? Because he saved cadence, the best at packaging. And then he gave you a 50 banger while he was at it. His boundaries are going to be the best hope we have for an American semiconductor renaissance. Intel is a national treasure. I hope the stock sells off on Thursday. Please, please sell off. Please sell off. You know why? So we can get a bigger position. Understand again. I think the world of AMD, but I can't own both Intel and AMD. Too much overlap. We think ARM can be perfect, but it needs foundry space. We own Broadcom. Why? Because CEO Hawk hates to lose. He's a competitor. Hey, by the…
I hope the stock sells off on Thursday. Please, please sell off. Please sell off. You know why? So we can get a bigger position.
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Entry $314.96 24 Jul 2026Current $309.19 09 Sep 2026Result −$5.77vs. index −5.0% SPY +3.2% over the same days
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…competition. Oh my, the American press loves China so much. They're so smart. They're so smart. We're so stupid. We're so stupid. Clowns to the left of me at Caltech, jokers to the right at Stanford, stuck in the middle of MIT. In the end, today was a day to buy FedEx. It was a day to pick up some honey while aerospace real. Hey, how about buying some GE? It was down a ridiculous amount even after it got the biggest order for it one ever. 1,000 leap engines to power the Airbus A320 Neos part of a joint v…
today was a day to buy FedEx.
AI-extracted context In the end, today was a day to buy FedEx.
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Entry $243.15 24 Jul 2026Current $204.93 09 Sep 2026Result −$38.22vs. index −18.9% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…an press loves China so much. They're so smart. They're so smart. We're so stupid. We're so stupid. Clowns to the left of me at Caltech, jokers to the right at Stanford, stuck in the middle of MIT. In the end, today was a day to buy FedEx. It was a day to pick up some honey while aerospace real. Hey, how about buying some GE? It was down a ridiculous amount even after it got the biggest order for it one ever. 1,000 leap engines to power the Airbus A320 Neos part of a joint venture. That wasn't enough. I was shocked that the stock …
It was a day to pick up some honey while aerospace real.
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Entry $353.73 24 Jul 2026Current $325.42 09 Sep 2026Result −$28.31vs. index −11.2% SPY +3.2% over the same days
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Surrounding source transcript
…o smart. We're so stupid. We're so stupid. Clowns to the left of me at Caltech, jokers to the right at Stanford, stuck in the middle of MIT. In the end, today was a day to buy FedEx. It was a day to pick up some honey while aerospace real. Hey, how about buying some GE? It was down a ridiculous amount even after it got the biggest order for it one ever. 1,000 leap engines to power the Airbus A320 Neos part of a joint venture. That wasn't enough. I was shocked that the stock wasn't up on that news. Instead…
Hey, how about buying some GE?
Full Transcript
My mission is simple. To make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere and I promise to help you find it. [music] Madam Money starts now. Hey, I'm Kramer. WELCOME TO MAD MONEY. Welcome to Cra. Oh, do I make friends? I'm just trying to make a little money. My job is not just to entertain, but to educate. So call me at 1800743 CBC. Tweet me at Jim Kramer. You come in to work and you'll [snorts] learn that the Chinese are targeting all the frontier AI models, the anthropics, the open eyes. And you wonder if they can get their IPOs off. Maybe not because the Chinese also have cheap memory, which we think they do. Or maybe they don't. But if we can get some hands on it, it' be great. But if American companies truly avail themselves of the Chinese tech, won't they be targeted by China's open source models? And what does that mean for the price of tokens? Jebins paradox and national security. Did you understand any of that? I I don't I can't figure out how this will ultimately impact Intel or Nvidia, two of my char core holdings. Could it delay an open AI IPO impact their deal with Oracle? Will it keep repelling AMD? After a day with the Dow shed 307 points, S&P declined.19%. NASDAQ dip 05% after what was by the way a very strong opening. All this hand ringing over AI competition from China makes me want to turn my back on tech and just find high quality companies like Goldman Sachs and Wells Fargo or dig my teeth into FedEx and FedEx freight. Maybe scoop up some Honeywell Aerospace and Boeing. You know why? See, because if you own too much tech, you're going to be slaughtered and you won't even know what hit you. Okay, not today. And we've been hit pretty hard here as you will find out if you stick around. But I don't want to be some jouro who only piles on when things are down. We might have some momentum here. But if you own these kinds of non tech stocks that I like and they do go down, you know what you can do? You can confidently buy more of them because Goldman Sachs or FedEx are comprehensible and they're not subject to rumors or Chinese riposts. In so many ways, that's what's wrong with this market. I mean right now for example if SK highinex the high bandwidth memory maker from Korea or SpaceX the must satellite company or Oracle whether it's flagging bonds and stock really break down then believe me they're going to take everything with them including many tech stocks that do not deserve to be hammered. Now I've told you how my travel trust has diversified away from tech from new with with new money with the exception of Intel. More on that in a second. for the club. I've been content to own industrials, not necessarily data center industrials, as well as healthcare because we don't want to be the next SK Heinox, the stock uh of of a tremendous semiconductor company that's been hijacked by desperate traders who really should be really should be stick with betting on the World Cup. The Bulls remember the early 2025 deepseek affair where stocks were crushed because of the introduction of a Chinese AI program, then bounced right back. Now the bulls are arguing that this new AI threat Kimmy K3 brought to you by the Chinese company Moonshot AI is similar to the deep seek affair where everything else was brought down. But if you bought tech, especially data center tech, you're going to make fortunes just like when deepseek turned out to be second rate. I'm not so sure though we should swoop in and buy this time because the stocks that could be rocked are stocks that even after the decline are still incredibly high like a Micron like an SK highinex who they're ridiculously cheap on an earnings basis but they're high. We will examine some of the most hard hit stocks later in the show. You can make up your mind. I'm thinking some will come down so much there is some real opportunity here and I'm not blind to it. That said, let me tell you what we're doing first. We are not touching the trust long-standing Apple position. The sharp knives are indeed out for the Apple uh let's say management from the tech intelligencia. The intelligencia say that Apple missed the most important story of our lives, artificial intelligence. They landbased Siri. They regard the lost opportunity as critical to Apple's failure for the next generation. Yet, you know what these same people are posting from their iPhone 17 Pro Max. You know what they'd RATHER SLIP? THEY WOULD RATHER SLIP THEIR WRISTS THAN SWITCH TO SAMSUNG. THEY REMIND ME OF WHEN I SAT next to Steve Balmer at my 35th college reunion when he was still CEO of Microsoft and he pulled up some sort of gizmo that made me giggle. It was a Windows Mobile. Does anyone else remember that? I doubt it. So, in its core business, Apple's bulletproof and they never spent much on the AI in the first place. I want you to think about this as as you look at Apple down seven bucks today. Did anyone switch to Samsung during this travesty of an AI issue? Did anyone say, "That's it. I am sick of it. I'm sick of the 17 PRO MAX. GET ME a Lenovo." Perhaps the Cognizant wishes that Apple would spend $200 billion, maybe 70% on the data center structure and power, maybe give the rest to Google TPUs, maybe buy some expensive Nvidia GPUs. As someone who owns Apple for my chapel trust, I actually like that they let Alphabet spend those billions of dollars on AI and then they've had Alphabet pay them a nominal sum. So, it was in the iPhone. Uh, the pros have a term for this Apple Alphabet deal. You know what it's called? A great deal. Oh, I also want Nvidia. I know people think I've been unkind to Nvidia of late. They say have been critical that they're not buying back more than $80 billion worth of stock given that the shares are insanely cheap on Nexures or Exmus. Do you know this is actually more of a love tap people throughout this period there have been companies that claim that they think the world of Nvidia but they want to make their own chips. You know what I say? Go ahead make Nvidia's day. But if the customer wants Nvidia, what do you do? What do you say to them? No. No. You see like we don't have Nvidia. You know we've got the deli worst. I mean they go somewhere else. Nvidia's at the heart of the data center. Practically invented the data center. It has no Chinese competitor for real. The fact is these machines and they are machines by the way packed with hardware and software. They're the envy of the world. I I indeed sue AMD comes close but there really is nothing like Nvidia and that matters. Yes. And we want Intel which reports this week Intel is a triple play CPUs that you need for the new AI agents, the foundaries to manufacture chips and the packaging of chips with their high margins. Something CEO Lith Bhutan knows better than anyone. Why? Because he saved cadence, the best at packaging. And then he gave you a 50 banger while he was at it. His boundaries are going to be the best hope we have for an American semiconductor renaissance. Intel is a national treasure. I hope the stock sells off on Thursday. Please, please sell off. Please sell off. You know why? So we can get a bigger position. Understand again. I think the world of AMD, but I can't own both Intel and AMD. Too much overlap. We think ARM can be perfect, but it needs foundry space. We own Broadcom. Why? Because CEO Hawk hates to lose. He's a competitor. Hey, by the way though, same goes for Matt Murphy at Marvel Tech. But again, the concentration is too much for me because these stocks at the very moment mistakenly trade with the Korean stock market overnight and then they get beaten down by the American press in the morning, which loves to praise the Chinese competition. Oh my, the American press loves China so much. They're so smart. They're so smart. We're so stupid. We're so stupid. Clowns to the left of me at Caltech, jokers to the right at Stanford, stuck in the middle of MIT. In the end, today was a day to buy FedEx. It was a day to pick up some honey while aerospace real. Hey, how about buying some GE? It was down a ridiculous amount even after it got the biggest order for it one ever. 1,000 leap engines to power the Airbus A320 Neos part of a joint venture. That wasn't enough. I was shocked that the stock wasn't up on that news. Instead, it fell nearly eight bucks. Kind of a crazy market, but to buy more tech only if we get a wash out sell off first. uh where all the margin mongers and the option o ogres they just get blown out both here and in Korea where the NASDAQ of course truly had to make a buck bringing them over. I should add we have plenty of hyperscaler stocks for the uh the travel shows but we don't talk about them much unless it's the month of meeting. When we get that speculative wash out sell off it'll be all over tech and the values will be self-evident to anyone who still has uh cash but the bottom line for the moment it's time to go to other sectors. They can make you money without the volatility. You know what it makes me think of? Pharaoh's fury. The last time I threw up at a theme park but I missed my daughter. I mean, I didn't hit her. Bill in Indiana. Bill, >> hi Jim. I'm a club member and I thank you for the help and advice you've been giving me over this period of time. >> Thanks, buddy. Thank you. Thank you. Thank you. >> My question is about AutoZone. I've held the stock for about 5 years while there's been a big consolidation in the auto parts industry. So, it's been a very profitable trade for me, but it has now lost about 30% uh over from its high from the last several months ago. So, I'm thinking about selling it. What's >> No, no, Bill. I mean, look, they did have a problem, Bill. they had a problem, you know, like they have a lot of Chinese
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