Cramer says Dover faces do-or-die moment for investment as industrial stocks struggle
The CNBC Investing Club with Jim Cramer held its Morning Meeting on Wednesday, July 22, 2026. The S&P 500 was little changed as oil prices rose 2% above $86 per barrel following U.S. strikes against Iran. Jim Cramer cautioned against buying Honeywell shares ahead of its earnings, noting the stock typically falls on earnings day. Capital One shares dropped over 2% despite beating Q2 expectations, as investors seek proof of acquisition benefits. Cramer called Capital One the only value play left in banking. The main focus was on Dover Corporation, which reports earnings Thursday. Cramer said he would vote to remove Dover from the portfolio if it fails to show strong results and raise full-year guidance, citing the stock's lack of excitement in an AI-dominated market despite some AI ties through liquid cooling. Other stocks discussed included Super Micro Computer, AT&T, and CoreWeave.
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