Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/6/26
Jan 7, 2026
Jim Cramer welcomes John Holmes, the CEO of AAR Corp., known for its expertise in aviation aftermarket services. They dive into AAR's recent growth, particularly in aftermarket parts and services, emphasizing their software strategy with the Trax acquisition. Holmes shares insights on the impressive margins and revenue growth Trax has delivered. Additionally, he discusses AAR's balanced approach between commercial and defense sectors, highlighting a robust 23% growth in government sales. Cramer praises Holmes for AAR's consistent performance in the aerospace industry.
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Episode notes
Concentration Within The Magnificent Seven
- The Magnificent Seven dominated market returns but individual performance diverged in 2025.
- Stock-picking matters again because two names drove most of the group's outperformance.
Buy And Hold Alphabet And NVIDIA
- Buy Alphabet and NVIDIA as core 2026 holdings because both have strong AI moats and growth prospects.
- Hold them for the long term rather than trading short-term moves.
Antitrust Fears Overblown For Google
- Antitrust threats to Alphabet proved less damaging than feared after legal reversals and preserved deals.
- Google integrated generative AI into search, leveraging Gemini as a competitive advantage.
