Gainers
Losers
Vertiv's 11.5% jump tops the open, and the spread to Boston Scientific at the bottom runs better than 21 points. Hardware names fill both lists, so owning the sector is no guarantee of being on the right side today.
Latest Activity
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.
Custom HBM base dies moving to a 3nm logic node means TSMC captures content inside every memory stack Nvidia buys, and Samsung's internal foundry review is the swing factor for who makes it.
Samsung will reportedly use TSMC’s $TSM 3nm node for base dies for Nvidia’s $NVDA next-gen custom NVHBM chips, though Samsung is also said to be evaluating if its internal foundry could handle manufacturing. $MU
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A single day of lost DRAM output lands at the worst possible moment for a memory market already running short, and a bonus fight settled with cash raises labor costs well beyond one shift.
BREAKING: Micron's Taiwan workers will launch a one-day strike amid a dispute over employee bonuses and profit-sharing
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- 1NVDAbullish645 comments · 814 upvotes
- 2SPYbearish177 comments · 1.5K upvotes
- 3SMHbearish210 comments · 485 upvotes
- 4MUbullish559 comments · 1.2K upvotes
- 5NBISbullish460 comments · 509 upvotes
MUheating up fast
Reddit traders are piling into individual chip names while turning cautious on the broad market, with Nvidia bullish on 645 comments and Micron heating up fast right behind it. The same crowd is souring on the S&P 500 tracker and the semiconductor ETF.
Source: RedditPodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/14/26
- Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
- Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
- CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
- Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
MUMicron Technology
$170M$0.15 per share
Micron leads today's payouts with $169.7 million going out to shareholders on October 29. InterDigital and Calamos pay out behind it.
Reddit Pulser/stocks
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
- 1SPYbearish708 comments · 5.0K upvotes
- 2GOOGLsplit1.4K comments · 1.6K upvotes
- 3METAsplit724 comments · 1.9K upvotes
- 4AMZNsplit955 comments · 376 upvotes
- 5NVDAbearish966 comments · 477 upvotes
Retail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditPodcastMad Money w/ Jim Cramer
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.
MU Coverage
10:33am ET
Investing
Prediction: Micron’s Next Earnings Cycle Could Reset Expectations for the Stock
Micron just crushed earnings for the eighth straight quarter, yet the stock sits 15% below where it was a month ago. With a make-or-break December report on the horizon and 75% of…
9:07am ET
Investing
SK Hynix Jumps 7%, Micron Rises 3% on Memory Shortage Call Through 2030 While Seagate Slips Despite Upbeat Guidance
Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
7:16am ET
Investing
SK Hynix’s Profit Jumped 632% as AI Eats the World’s Memory
SK hynix just posted the kind of numbers that make investors question everything they thought they knew about commodity chip stocks, but the real story lives in what the CEO said about…
7:04am ET
Investing
SK Hynix Jumps 8% After a 632% Profit Surge and a $45 Billion Shareholder Pledge. Micron and SanDisk Are Riding Along.
SK Hynix (NASDAQ:SKHY) reported third-quarter results overnight in Korea on October 28, 2026. Its US-listed shares jumped 8% in premarket trading to $156.78, and AFP reported the Korea-listed shares gained 11% on…
7:00pm ET
Social Security
Micron Will Pay Bonuses Half in Stock. At 63, Shares He Hasn’t Sold Could Still Count Toward His $25,560 Social Security Limit
Micron's new quarterly bonuses pay half in stock that vests a year later, but for a 63-year-old collecting Social Security, those unsold shares could quietly trigger withheld benefits he never saw coming.
Gerelyn Terzo 12:47pm ET
Investing
Micron’s Long-Term Returns Crushed the S&P 500. Does the Recent Drop Matter?
Micron turned a $1,000 investment into tens of thousands of dollars over a decade, but a brutal month-long selloff raises the question every long-term holder now faces: AI-fueled momentum or the beginning…
12:45pm ET
Investing
The Memory Bottleneck Divide: SK Hynix Sells out to Tier-1s, Micron Absorbs the Spills
SK hynix has already sold out its AI memory capacity while Micron scrambles to lock buyers into long-term contracts, and the distance between those two positions could decide which stock survives the…
11:03am ET
Investing
Don’t Be Surprised If NVIDIA, Micron, and SanDisk Outperform the Market Again
NVIDIA, Micron, and SanDisk have already crushed the market in 2026, but analysts keep raising their targets anyway. Here is whether the valuation math actually supports another massive leg higher before 2027…
8:55am ET
Investing
SK Hynix Jumps 6% as Asia Buys Back Into AI
Anthropic's surprise IPO filing lit a fire under Seoul chip stocks, sending SK hynix surging as foreign investors piled in. Whether that momentum survives earnings on October 28 depends on one unconfirmed…
8:45am ET
Investing
Seagate’s Most Important Opportunity May Be Sitting in Your Data Center
Seagate stock shed 30% in a single month even as revenue surged 48% and contracts locked in demand through 2028, leaving investors to decide whether the selloff is a warning or the…
8:00am ET
Investing
These AI Chip Stocks May Be Just Getting Started
TSMC, Marvell, and Micron all took hits this week, yet every management team says demand is still outrunning supply. Here is what each company needs to hit its boldest 2027 price target.
7:24am ET
Investing
Humanoid Robots Could Need 20 Times More Memory Chips by 2030
Counterpoint Research sees humanoid robot memory demand exploding this decade, but Elon Musk just cut memory on his own robot chips to hit production targets, and Micron investors are left wondering whether…
1:52pm ET
Investing
Micron Climbs 4% as Bank of America Grows More Positive on Memory; Western Digital Rises 5%, SanDisk Gains 3%
A Bank of America note arguing that memory customers are now locking in supply for years at a time is lifting chip and storage stocks together, and the group is beating the…
1:00pm ET
Investing
SanDisk Stock Is Back on Wall Street’s Radar. Here’s Where I See It Going
SanDisk just posted a record fiscal year yet sits nearly 50% below its 52-week high after a brutal month-long selloff. Whether that gap represents a rare opportunity or a warning sign depends…
11:30am ET
Investing
If You Invest $1,000 in Micron Today, Here’s What It Could Be Worth by 2030
Micron just posted revenue growth that left Wall Street analysts scrambling to revise their targets upward, but the real story is what five years of AI memory dominance could do to a…