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Squawk on the Street

CNBC Investing Club: Cramer’s Morning Take on Cardinal Health 5/1/26

Squawk on the Street

CNBC

News, Investing, Business

4.0566 Ratings

🗓️ 1 May 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Cramer says investors should buy this healthcare stock after a one-time earnings miss. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0

Jim Kramer here to share a short preview of my take on the market from today's

0:06.4

members-only CNBC Investing Club morning meeting. Join the club for full access to the morning

0:11.6

meeting every day at 1020 a.m. Visit cnbc.com slash morning take to sign up today. That's one word

0:20.8

morning take. sign up today. That's one word morning tape.

0:23.4

You know that I was stung by Cardinal. When I did all the work and read every single one of

0:29.2

the pieces of research, I felt that Cardinal was most aggrieved. It should be much higher.

0:36.2

It wasn't a bad quarter. It was not a great quarter. They did have a couple of missteps. They're one time only. I think when they come back, this is a comeback quarter, and you do want to buy it. If we were not restricted, I think I would buy it today. Next week, we've got DuPont. I think it could be okay. Don't know if it's great.

0:55.5

Eaton has tended to sell off when they report. That's something you should be thinking about.

1:00.0

The stock has had a major move. Arm Holdings, I think that Renee Haas is going to talk about

1:05.5

how he has more CPUs coming than anybody else. That's a tip of down five. And the stock has run quite a bit.

1:12.5

You know it's been a big winner for us. But if the stock is this strong going in up 100%, it's not

1:18.7

going to be one that I necessarily think is going to blow things away. But it is one where he's going

1:22.7

to talk about how well the CPU orders are that he's doing. And I don't think people are ready for that.

1:28.3

That could be terrific.

1:29.3

We also have Corning Holding and Investors Day on Wednesday.

1:33.3

That's in New York.

1:35.3

There, Wendell East, who's the CEO.

1:38.3

He will be talking.

1:39.3

Stock was up big yesterday.

1:41.3

Still up 84%.

1:42.3

I think that there's more.

1:43.3

When I go down the list of what I saw

...

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