CNBC lightning round spotlights risks in Celsius, Quantinuum and USA Rare Earth
Rapid-fire stock calls on CNBC's "Mad Money" are highlighting contrasting views on consumer, technology, mining and regional bank names. Jim Cramer says investors should favor Monster over Celsius, while warning against USA Rare Earth and urging patience on Quantinuum.
Highlights
- Cramer warns Celsius Holdings is a 'second rate Monster' and advises investors to stick with Monster in the energy drink sector.
- Cramer urges caution on Quantinuum, suggesting investors avoid averaging down and only buy near $30 due to lack of earnings.
- Glacier Bancorp receives a positive view for growth and yield, but Cramer warns shares could retrace from $49 to $45 after recent gains.
Stock calls across consumer and speculative names
As reported by CNBC, Cramer uses the latest lightning round segment on "Mad Money" to deliver brief views on several stocks raised by callers, with some of his sharpest criticism aimed at Celsius Holdings. He says investors "have to stick with Monster" and adds that Celsius is "a second rate Monster," framing the beverage company as a weaker option within the energy drink space.On Quantinuum, Cramer urges caution on averaging down and says any next buying level should be meaningful. He says investors should wait until the stock is around $30, arguing the company has no earnings and may have reached public markets too early.
Cramer is even more negative on USA Rare Earth, telling callers he does not want them to "touch that thing." His comments place the company among the most speculative names in the group discussed during the segment.
More constructive stance on banking and biotech
Glacier Bancorp receives a more favorable assessment, although Cramer says the shares have already made a significant move and could retrace to $45 from about $49 without difficulty. Even so, he says the bank offers good growth, a decent yield and exposure to a growth area of the country, making it a name he likes.He is also positive on ImmunityBio, calling it a "very good spec" and saying he does not mind investors taking a position in the stock. The mixed set of calls underscores how televised market commentary continues to separate established cash-generating companies from earlier-stage or more speculative listings.
In our earlier report on the AI-linked tech selloff, we explained how hotter-than-expected U.S. inflation data revived rate-hike fears and pushed investors to reassess the cost of financing large-scale AI infrastructure. We also noted that the risk-off move hit major chip and cloud names and weighed on Nasdaq futures as markets priced in higher-for-longer borrowing costs.