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Mad Money w/ Jim Cramer 10/2/26
- 29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
- PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
- Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
- Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
- 1GOOGLsplit566 comments · 1.4K upvotes
- 2SPYbullish522 comments · 1.2K upvotes
- 3NKEbearish578 comments · 610 upvotes
- 4NVDAbearish265 comments · 509 upvotes
- 5MSFTbearish256 comments · 472 upvotes
Nike drew the most comments of anyone today and the mood there is bearish after its job cuts and weak sales outlook, while Alphabet's 566 comments show traders split on its EU fine. Retail is leaning bullish on the broad market and turning cold on Microsoft.
Source: RedditMicrosoft taking the top speech-to-text benchmark spot with its own in-house model is one more piece of the stack it no longer needs OpenAI for.
Microsoft AI has released MAI-Transcribe-2-Streaming, taking the #1 spot for Final Transcript accuracy and First Partial Transcript accuracy on AA-WER Streaming with 2.5% WER at 0.13s after end of speech MAI-Transcribe-2-Streaming is @MicrosoftAI's new streaming Speech to Text https://t.co/Hv45RkabDB
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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.
2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
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: RedditA 3.64% intraday move to $516.67 is a big day for a $3.8 trillion company, adding more market value in hours than most S&P names carry outright. Whether it holds into the close is the thing to watch.
Mad 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.
MSFT Coverage
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