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Mad Money w/ Jim Cramer 10/14/26
- Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
- Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
- CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
- Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
Mad Money w/ Jim Cramer 10/13/26
- Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
- Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
- Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
- Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
Mad Money w/ Jim Cramer 10/12/26
- Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
- Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
- Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
- His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
- 1AMDbullish301 comments · 1.0K upvotes
- 2NVDAbullish260 comments · 855 upvotes
- 3SPYsplit482 comments · 452 upvotes
- 4RDDTbullish65 comments · 608 upvotes
- 5MCDbullish29 comments · 121 upvotes
AI chips own the board again: 301 comments on AMD lead the day, with Nvidia heating up fast right behind it. Index traders are bullish on individual chipmakers while souring fast on the Nasdaq tracker.
Source: RedditA new 52-week high at $633.91 puts the chipmaker 0.52% above the record it set just a week ago, with a roughly $1 trillion market cap now in the balance. Holders have watched this name nearly quadruple off last October's $169 level.
- 1NVDAbullish1.8K comments · 4.3K upvotes
- 2MUsplit1.5K comments · 3.3K upvotes
- 3AMDsplit1.5K comments · 3.3K upvotes
- 4AVGOsplit1.5K comments · 3.3K upvotes
- 5CIFRsplit1.5K comments · 3.3K upvotes
Chips own the board today: Nvidia drew 1,772 comments with traders leaning bullish, while Micron is pulling nearly as much attention and souring fast. Uber is the odd one out, heating up quickly outside the AI trade.
Source: Reddit2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
Mad Money w/ Jim Cramer 9/28/26
- Cramer stays with Intel and Meta, calling Meta's Muse agentic platform a CPU-driven demand cycle for Intel, AMD and Arm
- Intel fell 7 points; he frames the pullback after a parabolic run as another entry chance
- Nvidia's $150 billion buyback, the largest ever, plus its plan to rein in autonomous AI agents
- Chevron called the king of oil; Enbridge flagged for its 6% yield, with Microsoft's Copilot and Apple also named
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
- AMDAMD$630.63+8.6%
- NETCloudflare$349.02+7.5%
- RBRKRubrik$109.55+7.2%
- FTNTFortinet$173.46+3.5%
- HPEHewlett Packard Enterprise$62.94+2.3%
- SSentinelOne$22.38+1.1%
- AAPLApple$341.07+0.3%
Seven names hit fresh 52-week highs this week, and AMD cleared its prior peak by 8.6%. Cloudflare and Rubrik followed at roughly 7% above their old marks, with Apple just barely in at 0.29%.
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