Royal Caribbean is the standout at the open, up 7.56% to $301.81 and leading a 381-stock priority list. HSBC anchors the other end at -6.47%, a 14-point spread between the day's best and worst names.
Latest Activity
AI fiber is now the whole story: Optical Communications sales rose 44% year over year to $2.38 billion, enough to carry an EPS beat even as total revenue missed expectations. Management guided Q4 core sales higher, so the buildout demand is still accelerating.
Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.
Mad Money w/ Jim Cramer 9/21/26
- Retrospective on Tim Cook's Apple tenure, which ended September 1, 2026, built from a decade of Cramer interviews
- Cramer's original thesis: Apple as the future health company and the future credit card company
- Cook cited 11,000 ResearchKit signups in 24 hours for a Stanford cardiovascular study
- Cramer framed Apple Pay as pushing retailers and card networks toward adoption
With Cook out of the CEO chair as of September 1, the case for Apple built on services, health data and payments now belongs to someone else to defend. Cramer's replay is a reminder that the growth story he backed for a decade rested on those businesses.
GLW Coverage
Optical Stocks Climb as Analysts Flag AI Bottleneck: Lumentum Rises 4%, Applied Optoelectronics and Corning Gain 3%, Coherent Sits Out the Rally
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
A ‘New’ BlackBerry? How 5 Corporate Reinventions Paid Off for Shareholders
Five famous companies ditched their original businesses and bet everything on a new identity. Some rewarded patient shareholders handsomely, others quietly destroyed a decade of wealth, and BlackBerry's story lands in the…
Can AI Fiber Still Deliver? Corning Faces High-Stakes Q3 Earnings Test Oct. 27 as Valuation Stretches
Corning (NYSE:GLW | GLW Price Prediction) reports third-quarter results before the open on Tuesday, Oct. 27. The stock is down 19.93% over the past month. This report needs to show that AI…
3M Jumps 6% on Expanded Amazon Data Center Deal and Earnings Beat; Coherent Edges Higher, Corning Stays Flat
3M (NYSE:MMM | MMM Price Prediction) stock jumped 6% to $171.91 as investors weighed an expanded Amazon (NASDAQ:AMZN) data center relationship alongside better-than-expected quarterly earnings. The company also raised its full-year adjusted…
Apple’s iPhone Duo Sold Out In Minutes. The Last Time Apple Reinvented The Phone, One Apple Supplier’s Stock Soared About 1,200% In A Decade
Although Wall Street spent much of October worrying about a tech slump, Apple (NASDAQ:AAPL | AAPL Price Prediction) stock pushed to new highs as its first foldable phone arrived. Apple opened worldwide…
Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia
Martin Shkreli just named three private startups he believes could threaten Nvidia's dominance in AI chips, and his reasoning involves a technology that computes at the speed of light. The catch is…
Applied Optoelectronics Surges 6% as $600M Share Sale Program Closes; Lumentum Sits Out the Rally, Corning Edges Higher
Clearing known share supply can lift a stock quickly. Applied Optoelectronics (NASDAQ:AAOI) is showing how after completing its $600 million at-the-market equity program. Applied Optoelectronics stock is at $128.95, up 6% in…
Coherent Jumps 10% on PhotonLink Push and Bernstein’s Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company’s PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE)…
Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%
Optics stocks are clawing back a sharp selloff, and Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) is leading the recovery. Lumentum stock is at $981.74, up 7% in morning trading, as buyers…
Optics Stocks Slide Despite Citi’s $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%
Optics and photonics stocks are sliding together in afternoon trading, even as the freshest research on the group reads as a strong endorsement from Citi. Coherent (NYSE:COHR | COHR Price Prediction) stock…
Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally
An AI interconnect demonstration by Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) and two optical infrastructure partners has broadened the chipmaker’s story past its long-standing handset business, and the market is repricing that…
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
Optical connectivity stocks are climbing Monday after a joint artificial intelligence (AI) interconnect demonstration put the sector’s fiber and photonics suppliers in the spotlight. Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) unveiled…
Lumentum Climbs 3% as Optics Buying Extends; Coherent Rises 5%, Corning Jumps 3%
Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters…
Ciena Rises 4% as Optics Selloff Unwinds; Coherent Edges Higher, Corning Holds Steady
Ciena (NYSE:CIEN | CIEN Price Prediction) stock is leading an optics/photonics sector rebound in Tuesday morning trading, with CIEN shares up 4% to $332 as the prior session’s selloff in optics and…
Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%
Shares of Corning Incorporated (NYSE:GLW | GLW Price Prediction) are down 12% to $145.61 in Monday afternoon trading after the company disclosed a $2 billion at-the-market equity distribution program. The selloff makes…