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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.
- 1MSsplit77 comments · 1.8K upvotes
- 2MCDbearish285 comments · 831 upvotes
- 3AMDsplit149 comments · 924 upvotes
- 4CVXbullish162 comments · 508 upvotes
- 5SPYsplit240 comments · 161 upvotes
No single obsession today: retail traders are arguing over Morgan Stanley, AMD and SPY, piling on McDonald's with 285 comments of complaints, and warming to Chevron. The quieter tell is the rotation, with QQQ chatter heating up fast while Broadcom talk sours.
Source: RedditHolders of Eaton Vance state muni mutual funds and closed-end funds would get intraday liquidity and likely cheaper fees if the $10 billion conversion clears; watch the filing for the fee tier Balchunas flags as the swing factor.
Morgan Stanley is going to convert $10b worth of Muni mutual funds into ETFs. Looks like that’s what this filing was. https://t.co/9Oa0pgj6UY https://t.co/be5TD3JEk2 [Quoted @EricBalchunas]: Morgan Stanley with the rare ETF filing, this one for a slew of Eaton Vance state muni ETFs which are curr in CEF or MF form only. These should do well imo esp if fee is at Inst class or lower. https://t.co/21rGVxkduD
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