Mad Money w/ Jim Cramer 10/15/26
- Diversification pitch: Korean memory selling in SK Hynix and Samsung is bleeding into US data center names
- Schwab called a buy near $94, under 15x this year's earnings, after AI displacement fears knocked it from $114
- Chevron preferred over Exxon on a swap; Home Depot held as the most rate-levered name he knows
- Trim half of Oracle after the run; Microsoft left alone into earnings on Azure strength
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.