Jim Cramer said next week's earnings from companies tied to AI infrastructure, including Constellation Energy and neocloud CoreWeave, will test whether the recent selloff in data center stocks has stabilized. He noted Friday's market rebound followed the worst trading day in 19 months, triggered by election results that shifted control of Congress and some governorships. Cramer also pointed to Tuesday's CPI report as a factor that could influence Federal Reserve Chairman Kevin Warsh's next move on interest rates.
cnbc.com
· 2026-11-06
Jim Cramer said on CNBC's Mad Money that a two-day sell-off in AI-related stocks stems from investors' inability to value companies tied to data center growth. The decline hit chipmakers and infrastructure suppliers broadly, with the iShares Semiconductor ETF falling 10% Thursday after a 3% drop Wednesday, and GE Vernova and Sandisk sliding 7% and 22% respectively.
cnbc.com
· 2026-11-05
CNBC's Jim Cramer said Thursday's slide in AI-related stocks, which saw Micron fall 17%, GE Vernova drop 7% and Sandisk plunge 22%, likely isn't finished. He attributed the declines to rising local opposition to new data centers after the midterm elections, which has raised doubts about continued AI infrastructure spending, but said he does not view this as a repeat of the dot-com crash since most affected companies are profitable.
cnbc.com
· 2026-11-05
CrowdStrike unveiled an 'AI Kill Switch' tool at its Fal.Con cybersecurity conference in Europe, adding it as a feature of its Falcon Guardian AI Detection and Response platform launched in September. The tool lets security teams shut down AI agents that deviate from their assigned behavior. CNBC's Jim Cramer praised the announcement on air, calling CrowdStrike stock a buy after the shares rose about 1%.
cnbc.com
· 2026-11-03
Jim Cramer said a sharp overnight decline in Brent crude, which fell 7.63% to $104.77 a barrel, pushed the 10-year Treasury yield to its lowest since Sept. 10 and lifted stocks across healthcare, financials, retail and travel. He cited Amazon, Waste Management, Medtronic, GE HealthCare and Intuitive Surgical as names that gained as investors revisited earnings reports previously overshadowed by higher rates.
cnbc.com
· 2026-11-02
CNBC's Jim Cramer said Wall Street volatility likely isn't finished after a rough week in which the Nasdaq, S&P 500 and Dow all reversed early gains to close lower, driven by renewed doubts about the AI trade. He pointed to upcoming catalysts including Tuesday's midterm elections, a jobs report, overseas uncertainty, and more corporate earnings, including Apple and Palantir on Monday. Cramer advised against trying to time a market bottom and instead suggested buying quality companies that have been sold off.
cnbc.com
· 2026-10-30
Jim Cramer said Thursday's market selloff, which saw the Dow and S&P 500 fall 0.4% and the Nasdaq drop 1.4%, unfairly punished Palo Alto Networks, CrowdStrike, Workday and Salesforce alongside disappointing results from Fortinet and ServiceNow. He argued these companies have different business models and competitive positions than the firms that missed estimates.
cnbc.com
· 2026-10-29
On Thursday's CNBC Investing Club 'Morning Meeting,' Jim Cramer said indiscriminate selling following Alphabet's revenue miss and Microsoft's otherwise strong quarter had created buying opportunities in quality tech names. He also discussed Eli Lilly's record-high shares after a strong earnings beat driven by obesity-drug demand, and noted FedEx had raised its full-year earnings outlook despite a softer near-term forecast.
cnbc.com
· 2026-10-29
SK Hynix's New York-listed shares surged more than 13% following better-than-expected quarterly results and an upbeat forecast, sending other chipmakers like Micron, Arm and AMD higher as well. The company reported revenue about 6% above estimates, gross margins of 85.7%, and forecast shipment growth accelerating to the mid-20% range, while saying production is largely committed through 2029.
cnbc.com
· 2026-10-28
Jim Cramer said on CNBC's Mad Money that companies including Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla, SpaceX, Anthropic and OpenAI have grown so dominant and profitable that they resemble 'nation states.' He pointed to Microsoft's latest earnings as evidence, noting revenue grew 19%, Azure cloud revenue jumped 48%, and capital spending came in below Wall Street forecasts, sending shares up 4% after hours.
cnbc.com
· 2026-10-28
Jim Cramer told CNBC viewers Tuesday that the two-day rally in AI stocks, sparked partly by a $63 billion financing package from banks and Blackstone backing Anthropic's purchase of Broadcom hardware, doesn't mean risks to the data-center trade have passed. He flagged continued borrowing stress at smaller 'neocloud' infrastructure firms like CoreWeave, Nebius and Iren, and questioned why Anthropic is financing its hardware purchases with debt rather than its own profits.
cnbc.com
· 2026-10-27
CNBC's Jim Cramer said Monday that a surge of large IPOs and capital raises, including Anthropic's newly filed IPO prospectus, could strain the bull market by absorbing investor cash. He noted $148 billion has already been raised via IPOs this year, with companies like Meta, Alphabet, SpaceX and Oracle also tapping capital markets.
cnbc.com
· 2026-10-26
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