Jim Cramer explained that increasing borrowing costs are creating a divide in the stock market, with traditional sectors facing constraints while AI-related companies remain largely unaffected. The recent Treasury bond auction, which saw strong demand and a brief yield spike, underscored the importance of borrowing costs for equities. AI firms like data centers, semiconductors, and cybersecurity companies continue to access financing easily, contributing to their market outperformance.
cnbc.com
· 2026-10-07
On CNBC's Mad Money, Jim Cramer said established tech giants like Meta and Microsoft remain among the best ways to invest in AI, citing their management and multiple revenue avenues. He noted his CNBC Investing Club holds both stocks, pointing to Meta's Muse monetization plans and Microsoft's Copilot and Azure growth as reasons for confidence, with Microsoft shares recovering from a 52-week low of $350 to around $529. Cramer also mentioned AMD and Intel as semiconductor plays worth watching.
cnbc.com
· 2026-10-06
Wells Fargo removed 500 megawatts of expected capacity resales from its 2027 estimates for Meta, roughly $5 billion in revenue, saying the company will likely need that computing power for its Muse AI agent instead. The firm raised its price target on Meta to $1,000 from $796, implying about 35% upside from Monday's close.
cnbc.com
· 2026-10-06
Jim Cramer highlighted Cloudflare, Akamai and Fastly as beneficiaries of surging internet traffic driven by AI agents, with Fastly up 159% year to date, Cloudflare up 78%, and Akamai up 22%. He noted Akamai's recent $11.6 billion, seven-year computing capacity deal with Anthropic, and said Cloudflare's CEO reported AI agent traffic has already exceeded human traffic on its network.
cnbc.com
· 2026-10-01
Jim Cramer said on CNBC's Mad Money that enterprise software stocks staged a sharp recovery in the third quarter while chip stocks pulled back after earlier gains. The iShares Expanded Tech-Software Sector ETF rose 17% in the quarter versus an 11% drop for the iShares Semiconductor ETF, with Salesforce up 46%, Microsoft up 37%, Workday up 55%, Veeva up 60% and CrowdStrike up 39%, while Corning fell nearly 40%.
cnbc.com
· 2026-10-01
Micron reported quarterly results that Jim Cramer called a 'great quarter,' but the stock dropped anyway amid concerns over its gross margin outlook and increased capital spending plans. Cramer noted Micron now has 26 strategic customer agreements, up from 16 last quarter, giving it better visibility into future demand, and he remains positive on the company's long-term outlook despite near-term stock weakness.
cnbc.com
· 2026-10-01
Jim Cramer said on CNBC's Mad Money that slowing activity in housing, IPOs and M&A is freezing out gains across several market sectors. He cited mortgage rates near 7.5%, 52-week lows for Home Depot, Lowe's and Whirlpool, and postponed IPOs from Oura and Inspire Brands as evidence, along with roughly 12% September declines in Morgan Stanley and Goldman Sachs shares.
cnbc.com
· 2026-09-30
Jim Cramer argued that investors are too pessimistic about an AI-driven selloff dubbed 'consumer inertia,' triggered by fears that Meta's Muse AI agent could help consumers cancel subscriptions and shop around instead of staying passively loyal. Since Muse launched September 8, stocks including Planet Fitness, Airbnb, Booking Holdings, SiriusXM and Charles Schwab have all fallen sharply. Cramer compared the panic to the earlier 'SaaSpocalypse' selloff in enterprise software stocks, which later recovered as fears of AI disruption proved overstated.
cnbc.com
· 2026-09-29
CNBC's Jim Cramer said on 'Mad Money' that public sentiment has shifted against AI companies and their products, arguing that industry proponents have been slow to respond. He cited rising concerns over electricity costs, water use and job displacement, alongside a leaked Anthropic IPO document warning of 'catastrophic or existential risk' and OpenAI's delay of its next model over safety concerns.
cnbc.com
· 2026-09-29
AMD stock rose nearly 13% last week and briefly topped a $1 trillion market cap before falling back below that level on Monday, with shares up almost 30% in September. CNBC's Jim Cramer attributed the surge partly to Meta's launch of its Muse AI agent platform, saying rising demand for AI agents should boost CPU sales, a market he says AMD leads.
cnbc.com
· 2026-09-28
CNBC's Jim Cramer said rising oil prices and Treasury yields are squeezing markets, as seen Monday when the Dow fell 347 points and the S&P 500 and Nasdaq each dropped roughly 0.8-0.9%. He argued investors should stay in stocks but grow more selective, pointing to Meta Platforms and Intel as companies with the demand, pricing power and scale to withstand higher rates tied to Middle East tensions.
cnbc.com
· 2026-09-28
Nvidia's board approved an additional $150 billion in share repurchases, bringing its total remaining buyback authorization to $235 billion, the company said Monday. Nvidia called it the largest buyback increase in its history and said it expects to complete the program by fiscal 2028. Shares rose nearly 3% on the news, extending a roughly 24% year-to-date gain.
cnbc.com
· 2026-09-28
GoKawiil