Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/27/26
Jan 28, 2026
A fast tour of how government policy is reshaping industries from autos to defense and semiconductors. A deep dive into memory and chip equipment winners and the geopolitics around NVIDIA and Intel. A spirited look at gold and silver’s historic rally and technical extremes. Quick takes on Moderna, airlines, Chipotle, Corning’s Meta win, and D-Wave’s commercial momentum.
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Efficiency Demands Hit Defense Profits
- The president's efficiency push forced Boeing and defense contractors to take charges or halt buybacks, denting profits.
- Cramer says this policy tradeoff can boost backlog but pressure near-term earnings and shareholder returns.
Government Contracts Can Shift Tech Fortunes
- Jim Cramer notes the government is taking equity stakes and awarding big AI and services contracts, influencing vendor fortunes.
- He highlights Salesforce winning a $5.6B Army contract as an example where government demand can be transformative yet markets may underreact.
Play The Chip Boom Via Equipment Makers
- Avoid chasing memory and data-storage stocks that already tripled; they are vulnerable to small supply shocks.
- Consider semiconductor capital-equipment makers like ASML, Applied, KLA, and Lam Research as a safer way to play rising chip demand.
