Spotify opened up 10.5% to lead a 389-name board, with Lockheed Martin close behind at 9.3%. The pain is concentrated in chip gear and optics, where Lam Research gave up 10.2% at the bell.
Latest Activity
Core EPS guidance stays at $6.89 to $7.11 despite a strong start, because roughly $1.4 billion in after-tax commodity costs lands this year. All five segments grew organically to open fiscal 2027, a breadth of demand P&G has not shown in a while, and both lines topped consensus.
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.
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.
PG Coverage
Procter & Gamble Jumps 6% as Earnings Beat Draws Defensive Buyers; Johnson & Johnson Rises 3%, Coca-Cola Ticks Up
Defensive consumer and healthcare stocks are drawing fresh money. As large-caps generally fall, Procter & Gamble‘s (NYSE:PG | PG Price Prediction) quarterly beat is catching the interest of today’s buyers. Procter &…
Treasury Yields Are Near 5%. Should Retirees Rethink Dividend Stocks?
Short-term Treasurys now pay more than some beloved dividend stocks, which forces a question retirees rarely had to ask: do decades of consecutive raises still beat a government-backed yield you can lock…
The All-In Hosts Asked If the AI Trade Is Cracking. Here’s What Income Investors Should Do
CoreWeave's bonds and stock are cratering, and the All-In hosts are asking out loud whether the entire AI trade is starting to crack. Before you panic or pile in, there are two…
A 67-Year-Old Swapped JEPQ for SCHD in a $1.32 Million Portfolio. Here’s What Happened to His $8,750 Monthly Paycheck
Swapping a high-yield ETF for a dividend-growth fund sounds like a smart retirement move until you see what it does to a monthly paycheck built around a seven-figure portfolio.
TIPS vs. Dividend Stocks: Which Keeps More Buying Power in Retirement?
Retirees chasing inflation protection face a genuine dilemma: one option guarantees a real return backed by the U.S. Treasury, while the other has raised its payout for 70 straight years but leaves…
Rising Income Over Big Yields: 4 Dividend Kings That Have Raised Payouts for 70 Years Straight
A dividend that has risen every year for seven decades has seen a lot. It has survived recessions, sharp interest-rate swings, oil shocks, a financial crisis, a pandemic, and several rounds of…
4 Dividend Kings Retirees Can Buy and Hold Forever: Safe Income for the Next 60 Years
Four companies have raised their dividends every single year for decades, but one of them is now paying out nearly every dollar it earns, leaving almost no room for error if business…
$11,033 in Annual Dividends: What You Keep in a Roth IRA vs. a Taxable Account
Six dividend stocks, one portfolio, two very different tax outcomes depending on where you hold them. The account you choose today quietly determines how much of every future payout you actually get…
A $140,000 Salary, Replaced by Dividends: Here’s the Portfolio Size
Replacing a six-figure salary with passive dividend income sounds straightforward until you realize your yield choice could mean the difference between needing $1.2 million or $4 million in the bank.
3 Dividend Kings to Buy Now for Protection Against Rising Rates
A risk-free bond now pays enough to make most dividend stocks look pointless, but three companies have raised their payouts for over 50 straight years and carry betas low enough to sleep…
Procter & Gamble Has Raised Its Dividend for 70 Years. These 2 Stocks Share Its Advantage
Raising dividends through two recessions takes more than a good brand name. Three companies with streaks stretching back decades show exactly what separates a payout that survives a crisis from one that…
The Stocks That Will Get Investors Home Safe When Tech Cracks
When tech stocks crack, most investors discover too late that their portfolios were far more concentrated than they realized. Jim Cramer and others are pointing to a handful of quiet winners that…
5 Dividend Stocks That Turn Everyday Shopping Habits Into Retirement Income
Some of the most boring products in your grocery cart have quietly funded dividend streaks stretching back decades, and five companies selling those exact staples are still raising payouts even as their…
Procter & Gamble Has Raised Its Dividend for 70 Years. These 4 Stocks Also Reward Patience
A dividend that keeps growing beats a fat yield that gets cut, but only if the company can actually afford to keep raising it. These five blue chips clear that bar, and…
The 3-Bucket Income System Making $13,000/Month in Pure Dividends
Most investors chase the highest yield they can find, but that single decision quietly destroys the income they worked to build. A three-bucket approach solves a tension most dividend strategies ignore entirely.