Mad Money w/ Jim Cramer 10/5/26
- Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
- Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
- Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
- Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.