Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 1/8/26
Jan 9, 2026
Jim Cramer tackles January's market volatility and highlights sector rotations with intriguing stock comparisons. He contrasts the performance of Constellation Energy and Constellation Brands, delves into Costco vs. Walmart's valuation trends, and discusses Nike's management changes amid insider buying. Cramer identifies winning sectors in 2025, especially in communication services and industrials. He offers insights into real estate weaknesses and gives listeners a rapid-fire guide during the Lightning Round, all while contextualizing presidential market interventions.
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Two Constellations, Two Extremes
- Constellation Energy and Constellation Brands diverged wildly in valuation despite similar names.
- Cramer argues the beer maker may be undervalued while the utility looks dangerously expensive.
Costco Rebound May Be Underestimated
- Walmart rallied in 2025 as value-for-money shoppers flocked to it while Costco lagged despite premium pricing.
- Cramer thinks Costco's recent sales beat signals underestimated estimates and upside ahead.
Follow Insider Confidence In Nike
- Buy into Nike alongside insider purchases despite negative analyst notes.
- Cramer cites Tim Cook and board buying as confidence and expects analysts to revert to buy ratings.
