May 5, 2026 · 44 min
Data centers lift stocks as Cramer tests industrial and wealth-building bets
Mad Money w/ Jim Cramer 5/5/26
The episode connects a narrow technology-led rally with broader questions about manufacturing demand, pharmaceutical science, travel risk, and personal financial resilience.
- 1Data-center strength drives market gains even as much of the broader market remains subdued.
- 2Rockwell Automation links reshoring, AI, and data-center construction to a wider American manufacturing recovery.
- 3Haley Sachs frames financial independence around surplus cash, emergency savings, debt control, and consistent investing.
Don't miss
Haley Sachs turns financial independence into a practical sequence built around surplus cash, emergency savings, debt control, and investing.
The brief
Jim Cramer opens with a market lifted by data-center stocks, while noting that much of the broader market remains subdued and uneven.
Viewer calls on Oracle and Celestica turn into a lesson in risk management: recover the original investment, then let the remaining position run.
Rockwell Automation CEO Blake Moret connects reshoring, AI, data-center construction, and accelerated depreciation to broad-based demand across American manufacturing.
The episode tests individual opportunities from Monarch Casino to Netflix and Booking Holdings, favoring cleaner domestic exposure while remaining cautious on travel risk.
Waters Corporation CEO Udit Batra discusses instrument replacement, GLP-1 manufacturing, and analytical science in regulated pharmaceutical markets.
Financial educator Haley Sachs closes with practical steps toward independence, from creating surplus cash and emergency funds to managing debt and investing consistently.
What was said on this episode
28 statements · 20 positive · 6 negative · 1 mixed · 1 neutral
Amazon and Alphabet’s data-center spending will generate colossal profits over many years.
“Amazon and Alphabet have ensured years and years of colossal profits because they're spending tens of billions now to make hundreds of billions later.”
Listen at 2:17
Anthropic and OpenAI demand can make major cloud platforms among the world’s biggest businesses.
“their demand can transform Amazon Web Services or Google Cloud or Microsoft Azure into some of the biggest businesses on Earth.”
Listen at 3:18
Anthropic and OpenAI will continue spending heavily on data-center equipment.
“Anthropic and OpenAI remain amazing clients. They can't seem to spend enough”
Listen at 3:36
AI could eventually account for one-quarter of the economy.
“AI is big enough to eventually become a quarter of our huge economy”
Listen at 8:40
AI’s eventual economic share may exceed 25% within three years.
“Three years from now, it's possible that my one-quarter estimate will look like a low-ball number.”
Listen at 8:50
Selecting the right AI-related stocks could capture most of the gains through 2026 and beyond.
“Those who pick the right stocks could get it all because I just gave you the buy list for 2026 and beyond.”
Listen at 9:26
Investors should buy or favor Oracle.
“I think that you should go with Oracle.”
Listen at 9:59
Celestica investors should withdraw their cost basis and let remaining shares run.
“I want you to take your cost basis out tomorrow, and then you're in the enviable position of being able to let the rest run”
Listen at 10:27
Rockwell Automation is seeing double-digit U.S. capacity-expansion order growth.
“We're seeing double digit growth in orders to increase capacity in the U.S.”
Listen at 13:54
Bonus depreciation and tax certainty help small and medium-sized manufacturers.
“some of the benefits like bonus depreciation, particularly for small and medium sized manufacturers. I think those do help.”
Listen at 14:29
Rockwell has more technology in American manufacturing than any other company.
“we're in a great spot. There's not another company that has as much technology in American manufacturing as Rockwell.”
Listen at 18:41
Monarch Casino trades at a fair valuation near 18 times estimated earnings.
“Marduk sells for roughly 18 times this year's earnings estimates, and given its growth rate, I think that's a fair price.”
Listen at 21:01
Investors should wait for a pullback before buying Monarch Casino.
“if you want a piece of it, here's what I recommend. Wait for a pullback before you pull the trigger.”
Listen at 23:10
Netflix’s failed Warner Bros. Discovery bid should be viewed as a past idea after another quarter.
“We have to wait one more quarter. And then I think people realize, no, they just did it. It would have been a good idea. Let's move on.”
Listen at 24:02
Investors should avoid booking, casino, hotel, and cruise stocks for now.
“we're just not going to stick our necks up right now. It's just not worth it.”
Listen at 25:01
Waters Corporation’s China pharmaceutical segment grew over 50%.
“And China grew over 50% in the pharmaceutical segment.”
Listen at 29:08
Waters supplies separation columns used in quality control by major GLP-1 manufacturers.
“For both of the large GLP-1 manufacturers, our columns are used in quality control.”
Listen at 29:59
China’s innovative biotech segment is currently a global leader.
“the innovative segment, they basically are the leading biotech industry right now globally.”
Listen at 31:16
Scotts Miracle-Gro is too risky for investors.
“You know, it's too risky.”
Listen at 32:56
Santander’s acquisition of Webster Bank is attractive.
“Not only do I like the acquisition, but I thought it was so good”
Listen at 33:21
MP Materials is the only recommended rare-earth investment in that area.
“the only one we're recommending in that area is MP Materials.”
Listen at 33:44
Alexandria Real Estate is not a buy after a dividend cut.
“No, as a matter of fact”
Listen at 34:08
The LNG-related stock could rise because demand for LNG is increasing.
“I think you can go higher because the need for more LNG.”
Listen at 34:50
Investors should wait for MaxLinear to decline before buying.
“you've got to wait for that thing to come down.”
Listen at 35:26
Investors should avoid tobacco stocks.
“I don't recommend the tobacco stocks”
Listen at 35:57
Altria holders should sell half their position.
“I think you should ring the register on half the position.”
Listen at 36:02
Mosaic is a strong data-center-related company deserving top inclusion.
“it is another company that I would have included the top because it's such a great one for the data center.”
Listen at 36:34
The stock market has historically outperformed alternatives.
“Why in the stock market? Historically, it wins.”
Listen at 39:08
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
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