Jim Cramer used CNBC’s Mad Money Lightning Round to issue views on six stocks. He called Smithfield Foods inexpensive at eight times earnings and a 5.6% yield after the company reported record second-quarter adjusted operating profit of $300 million and first-half profit of $638 million, up 2% year over year. Cramer recommended QXO, saying its stock could rise from $14 to $24, and endorsed BillionToOne and IES Holdings. He described Eton Pharmaceuticals as a biotech winner while advising investors to take some profits, and criticized Babcock & Wilcox as a company losing substantial amounts of money. The segment followed mixed third-quarter results and reaffirmed FY2026 sales guidance from BillionToOne, above-estimate second-quarter results and FY26 revenue guidance from Eton, QXO’s appointment of Ken West as president and chief operating officer, and IES Holdings’ $650 million acquisition agreement for DBM Global.