Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/30/26
Jan 31, 2026
Kevin Hoffman, President and CEO of Brinker International, who leads Chili's and Maggiano's, shares his playbook. He discusses a breakout quarter and sustained same-store sales growth. He explains menu simplification, value and pricing strategy, tequila and margarita strength. He covers operational improvements, margin discipline, and why management believes the momentum is sustainable.
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Earnings Will Set Short-Term Direction
- Upcoming earnings (Disney, Palantir, AMD, etc.) will be critical catalysts after a big earnings week.
- Cramer expects some names to reignite (Palantir) and others to remain problematic (Disney leadership uncertainty).
Look Beyond The Obvious Winners
- Watch lesser-covered winners like Southwest, Texas Instruments, Cisco, Trane, and C.H. Robinson for durable upside.
- These names showed strong guidance, industrial recovery signs, or share gains despite broader skepticism.
TI Guidance Signals Industrial Recovery
- Texas Instruments' guidance signaled industrial end-market recovery and unexpected data growth.
- The company forecasted sequential improvement, highlighting cyclical strength outside consumer semis.