PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/26/26
- Cramer's bear case: a flood of IPOs and secondaries, $148B raised so far this year, drains the money that funds stocks
- Applied Materials down from $739 to $387: buy 25 shares now, add on the pattern, finish in the 200s
- Moderna after a parabolic move: let it come in before earnings, no buying parabolic charts
- Thermo Fisher CEO on a beat-and-raise, BlackBerry's turnaround, and CrowdStrike cyber worries on deck
The call that matters for holders here is supply: Cramer argues the equity and debt markets are nearly tapped out after Meta, Alphabet and SpaceX raisings, with Anthropic's S1 now in line. He stops short of calling a top while pushing for buybacks and takeovers over further deals, favoring staged buying in Applied Materials and patience on Moderna.
