A fresh Form 3 at the $82.2 billion alternative-asset manager means every future trade Brian J. Lee makes in the stock now hits the public tape. Board additions at KKR are worth tracking because directors sit closest to the capital allocation decisions that drive fee-related earnings.
Latest Activity
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.
A 4.3% slide to $87.68 takes roughly $3.5 billion off a $78.7 billion alternative asset manager in a single session. Moves that size are rare for this name, so keep an eye on whether it holds the level into the close.
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