PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 11/4/26
- Cramer ties Apple's 5.3% jump and record high to hopes midterm results slow data center building and cap DRAM prices
- T-Mobile's new plans cut the $2,000 iPhone Duo to as low as $800 in family bundles, protecting Apple volumes
- Microsoft rose 6.7% and Amazon 6.1% on the idea cheaper, scarcer data centers enforce capex discipline
- AMD's big beat finished up only 1%; Nvidia fell 6.5% on the day, down from $239 to about $200
Cramer's read flips the AI trade on its head: regulation that curbs data center construction relieves memory costs for Apple and spending pressure for Microsoft and Amazon, while hitting the chipmakers that need the build to continue. He cautions the move is only a one-day trade, with Friday's payroll report capable of undoing much of it.
