A 6.9% run to $149.15 adds roughly $10 billion to a $154 billion software name, an outsized single-session move for a mega-cap. Keep an eye on whether it holds the gain into tomorrow's open.
Latest Activity
Mad Money w/ Jim Cramer 10/14/26
- Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
- Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
- CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
- Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
Mad Money w/ Jim Cramer 10/12/26
- Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
- Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
- Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
- His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
C3.ai is up 9.97% at the open, leading a board where ServiceNow, Salesforce, Shopify and Intuit all gained 3.5% or more. Applied Optoelectronics is down 6% on the other end of the same board.
Nine weeks is all it took for Eric Bleeker's AI Portfolio pick to clear the 25% mark, a gain most investors wait years for. The path there was anything but smooth, with the position giving back more than half its advance twice before recovering.
NOW Coverage
ServiceNow Climbs 5% After Denying Decagon Acquisition Interest; Salesforce Rises 4%, Palantir Dips
A flat denial of takeover talk is lifting one of the biggest names in enterprise software. ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $146.93 in midday trading after…
Palantir Is Up 16% in a Month but It’s Falling Today: Take Profits, or Buy More?
Over the past month, Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock has gained 16%, a run that leaves the rest of enterprise software well behind. Palantir stock is down 4% to…
SoundHound AI Just Dropped 22% in a Month While Enterprise Software Rallied: Is It Time to Sell?
Enterprise software stocks climbed while SoundHound shares collapsed, a split that points to something specific happening inside this company rather than across the sector. The real question is whether that something is…
Prediction: ServiceNow Could Be Building Its Next Billion-Dollar Growth Engine
ServiceNow's AI business just crossed a milestone that has analysts arguing over whether the stock's recent selloff is a gift or a warning sign. The answer depends on one number management has…
Salesforce Advances 3% on Bank of America Double Upgrade to Buy With $285 Target; ServiceNow Climbs 3%, Palantir Holds Steady
Salesforce (NYSE:CRM | CRM Price Prediction) stock is up 3% to $236.83 in morning trading after Bank of America double-upgraded the shares to Buy from Underperform. Bank of America’s reversal lands on…
Adobe Falls 4% as Wells Fargo Cuts to Underweight With $225 Target; ServiceNow Climbs 3%, Intuit Ticks Up
Enterprise software names are rallying, and Adobe (NASDAQ:ADBE | ADBE Price Prediction) is the notable exception after a fresh Wall Street downgrade. Adobe stock is down 4% to $233.50 this morning. That…
Palantir Rises 4% as Barclays Starts Coverage at Overweight With $265 Target; ServiceNow Holds Steady, Salesforce Sits Tight
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is at $205.77, up 4% in afternoon trading, after Barclays opened coverage with an Overweight rating and a $265 price target. That’s the second…
Palantir Advances 3% as Goldman Sachs Upgrades to Buy With $230 Target; Salesforce and ServiceNow Hold Steady
A Wall Street upgrade is lifting Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) while the rest of enterprise software stalls. Palantir stock is up 3% to $199.13 in morning trading, pulling clear…
Prediction: This AI Stock Could Be Much Bigger by 2028
ServiceNow's AI business is accelerating while its stock sits near a 52-week low, and that disconnect has our model flagging an opportunity most investors are pricing wrong.
ServiceNow Crashed 25% In One Year: Generative AI Will Catalyze 80% Gains According to One Wall Street Guru
ServiceNow has shed a quarter of its value while software stocks bleed out across the sector, yet one Wall Street analyst just slapped an outlier target on it that implies an 82%…
This AI Software Stock Could Surprise Investors by 2028
ServiceNow just crossed $1 billion in AI contract value while its stock sits near a multi-year low, and Wall Street's consensus price target barely scratches the surface of what our model projects…
The Biggest Buyers in Cybersecurity Now Are Not Cybersecurity Companies
A search giant, a workflow platform, a payment network, and a consultancy are now among the most aggressive acquirers in cybersecurity, and their motivations have little to do with selling security products.
Cramer Warned Viewers That Meta’s AI Would Crush This Stock, and Someone Just Bet Millions It Won’t
Jim Cramer rattled off the companies he thinks Meta's new AI platform will hurt, but one glaring omission caught traders' attention and sent them rushing into short-dated call options before they even…
Palantir’s Growth Could Justify a Much Higher Stock Price
Palantir just posted its ninth consecutive earnings beat and revenue growth that left Wall Street scrambling to revise its models upward, yet the stock still sits 9% below its peak. Whether that…
ServiceNow Climbs 4% as Software Names Lead a Rebound; Intuit Jumps 4%, Adobe Rises 3%
Enterprise software is leading a rebound across technology stocks, and shares of ServiceNow (NYSE:NOW | NOW Price Prediction) sit at the front of the group. ServiceNow stock is up 4% to $139.73,…