Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Latest Activity
Cantor's $208 target on Strategy rests entirely on a 12-month Bitcoin assumption of $112,000, so anyone holding the leveraged crypto proxy is really underwriting that call.
CANTOR FITZGERALD RAISES STRATEGY ($MSTR ) PRICE TARGET TO $208 Cantor Fitzgerald raised its price target on Strategy to $208 from $186, maintaining an Overweight rating. Analyst Ramsey El-Assal increased his 12-month Bitcoin (bitcoin:native ) price assumption to $112,000 from
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Spotify closed the session's best performer at 5.24%, taking the stock to $513.73. GoPro, MicroStrategy, Iren, Applied Optoelectronics and Lucid all shed more than 6%.
- 1SPYsplit278 comments · 796 upvotes
- 2MCDbullish204 comments · 720 upvotes
- 3MSTRbullish204 comments · 720 upvotes
- 4SPCXbullish204 comments · 720 upvotes
- 5TSLAbullish232 comments · 743 upvotes
GOOGLsouring fast
Retail traders are split on the broad market even as it draws 278 comments, the most of any name today, while Tesla, McDonald's, MicroStrategy and SPCX all pull bullish chatter. Sentiment on Google is souring fast.
Source: RedditOk guys he posted, time to dump it!
A trader says his $1 million margin YOLO doubled in two months, and he's answering by piling another $1 million of margin gains into a single de-SPAC name plus Tesla and McDonald's. Max margin turns any drawdown into a forced seller, which is the part these updates never show until it happens.
Storage names are taking the brunt of the open, with Seagate down 14.8%. On the other side, ON Semiconductor leads the gainers, leaving the spread across this stock universe at roughly 21 points in a single session.
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.
MSTR Coverage
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Circle Internet Jumps 6% as OCC Finalizes GENIUS Act Stablecoin Rules; Strategy Surges 8%, Coinbase Climbs 5%
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Strategy Spent 3 Times More on Stock Buybacks Than Bitcoin in 5 Weeks. So Who Is Buying BTC?
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