Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/15/26
4 snips
Jan 16, 2026 
Bipul Sinha, Co-founder and CEO of Rubrik, joins to share insights into the booming data security sector. He discusses how Rubrik is leading the charge in data recovery and cybersecurity solutions. Sinha highlights impressive growth metrics and the importance of agentic AI governance in enhancing resilience. The conversation touches on free cash flow improvements, positioning Rubrik as a formidable player in an increasingly digital world. This deep dive into cybersecurity is both insightful and timely for investors.
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Look For Energy Plays Near Data Centers
- Consider utility and natural gas infrastructure plays tied to data center growth, especially near gas wellheads.
- Cramer suggests hyperscalers might pivot to local gas plants to meet demand quickly.
Regional Banks Can Outperform Locally
- Regional bank First Horizon shows growth by focusing on loans, mortgage origination, and picking up market share.
- Cramer highlights the bank's disciplined expense control and data-center-driven regional demand as buy signals.
Babcock & Wilcox Is A Speculative Data-Center Play
- Babcock & Wilcox's rapid run stems from pivoting into data-center power projects and coal-to-gas conversions.
- Jim cautions the company remains highly speculative due to debt, losses, and execution risk despite big backlog wins.
