PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/27/26
- Cramer rejects the AI all-clear despite Broadcom arranging $63 billion in financing for Anthropic compute
- Meta's $25 billion equity raise was five times oversubscribed, but the $60 billion at-the-market program worries him
- CoreWeave bonds reaching a 15% yield flagged as the sector's unresolved weak spot
- Caller questions on Micron volatility and Revolution Medicines' pancreatic cancer drug
The bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
