P&G printed a fresh 52-week high at $167.37, topping its October 22 peak by 1.07%. New ceiling, new level to defend.
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Mad Money w/ Jim Cramer 11/2/26
- Oil's drop pulled long rates down, lifting Amazon, Capital One, JP Morgan, Costco and Walmart on no company news
- Non-tech growth is where the money went: medical devices like Medtronic and Intuitive Surgical, plus staples Pepsi and P&G
- Apple's record September quarter beat on iPhone and Mac, but Cramer expects the stock lower short term on guidance
- Oracle filed to raise $20 billion days after saying it would limit raises; Intel seen losing PC share to AMD
The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.
P&G's CEO exercised options at $78.52 and immediately sold all 35,000 shares at $163.09, pocketing roughly $5.7 million and cutting his direct stake by about 39%. Same-day exercise-and-sell is routine compensation mechanics, but it leaves no new skin in the game at these levels.
A fiscal Q1 earnings beat pushed P&G to $165.59, a fresh 52-week high that clears its February 27 peak by 0.5%. The staples giant spent eight months going nowhere before this week.
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.
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.
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