Gainers
Losers
Applied Digital closed up 6.93%, the widest gain in a 385-name priority universe, with Sea at the other end down 5.35%.
Latest Activity
PodcastMad 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.
Gainers
Losers
Nearly 29 points of spread separated the top and bottom of the board at Monday's close, with Ciena up 14.29% to $445.37 and Tempus AI down 14.21% to $71.68. Four of the five leaders sit in AI infrastructure names.
Gainers
Losers
Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.
PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/1/26
- Cramer still buys Palantir at $190 after the stock gained 60% in Q3 and stalled short of his $250 target
- Salesforce, up 46.5%, called the better SaaS-apocalypse rebound than Veeva at 30 times earnings
- Caterpillar's 24% Q3 profit taking framed as a buying chance on data center engine demand
- IBM, down 22% on its miss, gets the wait-a-quarter rule; Home Depot stays hostage to rates
Cramer wants to add software as the bounce-back trade and the beaten-down industrial names tied to data center power. He also warns that rising rates are the real threat heading into earnings season in a couple of weeks.
Gainers
Losers
Moderna is the session's widest move at the open, off 7.34% to $188.54, while Hewlett Packard Enterprise leads the upside at +6.27%. The gainer list skews toward AI infrastructure names; the losers span biotech, power and defense.
CEG Coverage
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