A 4% run to $327.11 adds roughly $13 billion in market value, an outsized day for a retailer this size. Keep an eye on the stock.
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Mad Money w/ Jim Cramer 10/15/26
- Diversification pitch: Korean memory selling in SK Hynix and Samsung is bleeding into US data center names
- Schwab called a buy near $94, under 15x this year's earnings, after AI displacement fears knocked it from $114
- Chevron preferred over Exxon on a swap; Home Depot held as the most rate-levered name he knows
- Trim half of Oracle after the run; Microsoft left alone into earnings on Azure strength
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
- CVXChevron Corporation Common Stock (CVX)Partial sell$15K – $50KSep 23
- CBChubb Limited Common Stock (CB)Sell$1K – $15KSep 23
- DVNDevon Energy Corporation Common Stock (DVN)Sell$50K – $100KSep 23
- DVNDevon Energy Corporation Common Stock (DVN)Partial sell$15K – $50KSep 23
- EMREmerson Electric Company Common Stock (EMR)Partial sell$15K – $50KSep 17
- GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033Buy$15K – $50KSep 18
- HDHome Depot, Inc. (HD)Sell$1K – $15KSep 23
- LINLinde plc - Ordinary Shares (LIN)Partial sell$15K – $50KSep 17
Hern sold out of equities across energy, defense, industrials and healthcare in a single September stretch and rotated the proceeds into Oklahoma municipal bonds, a defensive shift rare for a sitting House Budget Committee member. The largest single line, a Devon Energy sale of up to $100,000, lands as Congress fights over banning lawmaker trading entirely.
A 3.3% intraday move to $294 is a big day for a $293 billion Dow component, adding roughly $9.7 billion in market value in one session. Moves this size are rare in a name this large, so keep an eye on whether it holds into the close.
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.
Home Depot set another 52-week low at $282.46, undercutting yesterday's floor by 0.71% and marking a second straight day of fresh lows. The Dow retailer has not found a base yet, so the next support test is the one to watch.
Mad Money w/ Jim Cramer 9/30/26
- Cramer calls housing frozen: the 30-year national average at 7.34% versus 3% five years ago
- Lennar down 20% and KB Home down 17% year to date; Toll Brothers holds up on 25% cash buyers
- Whirlpool suspended its dividend; Home Depot and Lowe's both hit 52-week lows
- IPO and M&A pipelines stalled too, with Oura shelving a $2.2 billion offering
Mortgage rates at multi-decade affordability lows are draining builders, appliance makers and the home-improvement aisles at once, so holders are really running a single trade. Cramer says the group does not recover until the war ends, oil retreats and rate hikes come off the table.
Home Depot just marked a fresh 52-week low at $297.20, undercutting the May 15 floor and putting the Dow component roughly $109 below where it traded a year ago. Market cap now sits at $296.5 billion.
HD Coverage
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