The tape spread nearly 12 points wide at the close: C3.ai finished up 6.43% at $11.01 while Moderna gave back 5.52%. Enterprise tech names took the top four gainer slots, and the losers skew toward high-beta momentum.
Latest Activity
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.
Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.
A single $44 million bet on Micron calls expiring October 2 is the tell: someone is positioning for a violent upside move in memory and semis within two weeks.
"Someone" just bought a boatload of short data (October2) calls Intel 115 $3.8 m; Marvell 250sm $3.8 million; Sandisk 1600s $41 million, Micron $1000s $44 million. If i didn't know any better I would say Leopold is back!!!
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Cramer is framing Intel's foundry as a national security asset, and points to demand for the recent secondary offering as evidence investors are finally crediting Lip-Bu Tan's turnaround.
Intel is now at last reacting to the work of Lip-Bu Tan post the destruction of its stock at the hands of Situational Unawareness. The stock lapped up the secondary. I think the foundry is key to American security
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Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.
NuScale Power closed 16.8% higher at $11.33, the widest single-name gain across our 111-stock priority list. At the other end, GoPro lost 15%, with Expedia, Shopify, Astera Labs and Baidu all down 7% or more.
- INTCINTEL CORP47.3%
- SPACE EXPLORATION TECHN CORP33.1%
- CRWVCOREWEAVE INC7.4%
- COHRCOHERENT CORP4.8%
- NOKNOKIA CORP3.5%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
Down 4.06% to $97.52 before the bell, roughly $20 billion shaved off a $492 billion market cap. Moves that size on a mega-cap rarely stay contained to pre-market; the open sets the tone.
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