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Mad Money w/ Jim Cramer 9/28/26
- Cramer stays with Intel and Meta, calling Meta's Muse agentic platform a CPU-driven demand cycle for Intel, AMD and Arm
- Intel fell 7 points; he frames the pullback after a parabolic run as another entry chance
- Nvidia's $150 billion buyback, the largest ever, plus its plan to rein in autonomous AI agents
- Chevron called the king of oil; Enbridge flagged for its 6% yield, with Microsoft's Copilot and Apple also named
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
- 1NVDAsplit72 comments · 465 upvotes
- 2DISbearish43 comments · 347 upvotes
- 3SPYsplit97 comments · 192 upvotes
- 4CMGbullish90 comments · 129 upvotes
- 5METAbullish139 comments · 372 upvotes
Nvidia is still the board's busiest chip name, but the mood there is souring fast even as Microsoft chatter heats up. Meta draws the heaviest traffic of the day at 139 comments with traders leaning bullish, while Disney is the clear downbeat name.
Source: Reddit- 1METAbullish392 comments · 1.4K upvotes
- 2TLTbearish177 comments · 943 upvotes
- 3NVDAsplit62 comments · 293 upvotes
- 4GOOGLsplit64 comments · 145 upvotes
- 5SBUXbearish97 comments · 269 upvotes
AMDsouring
Meta is the day's magnet on Reddit with 392 comments and traders leaning bullish, while the long-bond fund and Starbucks draw the complaints. Nvidia and Alphabet split the room, and chatter on AMD keeps souring.
Source: RedditMad Money w/ Jim Cramer 9/24/26
- Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
- Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
- Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
- Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money
Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
A $10,000 stake in Google grew to $13,872 over the past year, while the same amount in Meta reached $10,239. Picking the wrong half of the ad duopoly cost $3,633 in twelve months.
Meta just set a fresh 52-week high at $777.59, 2.39% above the prior peak from exactly a year ago, with the stock landing there the same day its Connect 2026 announcements hit. A full year of chop is now resolved to the upside.
Arm's 8.5% slide was the deepest move in a 111-stock priority list at Wednesday's close, with Bruker leading the upside at 7.5%.
- 1RIVNbearish716 comments · 1.2K upvotes
- 2AMDsplit273 comments · 1.8K upvotes
- 3SPYsplit242 comments · 1.4K upvotes
- 4METAbullish213 comments · 996 upvotes
- 5NETsplit79 comments · 802 upvotes
Rivian is drawing more heat than anything else on the board with 716 comments, and the mood there is bearish. Meta is the one traders are warming to fast, while the broad market ETF is going the other way.
Source: Reddit- 1METAsplit408 comments · 528 upvotes
- 2SPYbullish281 comments · 485 upvotes
- 3NVDAsplit101 comments · 423 upvotes
- 4ASTSsplit181 comments · 193 upvotes
- 5RKLBsplit181 comments · 193 upvotes
Meta drew 408 comments today and the crowd still cannot agree on it, with Nvidia just as divided while the S&P 500 ETF stays the one clear bullish call. AMD is heating up in the chatter and Rocket Lab is souring fast.
Source: RedditMETA PLATFORMS Coverage
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