CNBC's Jim Cramer said investors should not chase Monday's tech rebound, which saw the Nasdaq Composite rise about 1.1% after last week's AI stock selloff pushed the index below its 50-day moving average. Cramer identified four conditions he wants met before turning bullish again on data center stocks: improved chart patterns, hyperscaler earnings reports, the election concluding, and Anthropic completing its IPO.
cnbc.com
· 2026-10-19
CNBC's Jim Cramer said last week's sharp decline in AI, semiconductor and data center stocks resembles the 1987 Black Monday crash, when automatic selling strategies drove prices down despite healthy underlying companies. The S&P 500 fell nearly 2% and the Nasdaq dropped 4.5% last week, with chip and data center stocks hit hardest even though their fundamentals appeared unchanged.
cnbc.com
· 2026-10-19
Apple's first foldable device, the iPhone Duo, is seeing delivery estimates stretch to Jan. 25 for some configurations ahead of its Friday store launch. Morgan Stanley reported the Duo's 14-week average preorder lead time is the longest of any iPhone tracked in a decade, while iPhone 18 Pro lead times are down year over year. Melius Research cited the Duo as one factor supporting Apple's recent climb past a $5 trillion market valuation.
cnbc.com
· 2026-10-19
CNBC's Jim Cramer said this week's decline in AI-related stocks shows the value of not concentrating investments in one sector. He noted gains in non-tech names like Kimberly-Clark, Waste Management and Eli Lilly even as the iShares Semiconductor ETF logged its eighth straight day of losses, its longest losing streak in over a decade. Cramer cited the CNBC Investing Club's Charitable Trust, which exited Corning and bought Kimberly-Clark in early September, as an example of a diversification move that has since paid off.
cnbc.com
· 2026-10-15
CNBC's Jim Cramer said investors should resist pulling out of stocks despite a sharp selloff in which the S&P 500 fell about 1%, the Nasdaq dropped 1.9% and the Dow closed slightly lower. He cited a hotter-than-expected inflation report, swinging Treasury yields, rising oil prices tied to the Iran conflict, and mixed earnings from Morgan Stanley and ASML as evidence of the market's unpredictability.
cnbc.com
· 2026-10-14
Jim Cramer told CNBC's 'Mad Money' viewers to avoid newly public data-center infrastructure firm Accelevation Holdings, which priced its IPO on Sept. 29 at $18 per share, below its proposed range, and has since fallen to about $15. He suggested putting the stock on a watch list rather than buying, citing his own preference for established AI infrastructure names like GE Vernova and Eaton.
cnbc.com
· 2026-10-13
Jim Cramer told CNBC viewers not to abandon semiconductor stocks despite a six-session, 7.2% drop in the VanEck Semiconductor ETF, arguing chip names are now trading as a bloc rather than on individual fundamentals. He cited Micron's 26 long-term customer agreements covering about 35% of revenue through 2030 as evidence of durable demand, and pointed to Intel and AMD as CPU suppliers benefiting from broader device demand.
cnbc.com
· 2026-10-13
Jim Cramer noted that the S&P 500 has climbed roughly 118% since bottoming on October 12, 2022, despite Fed rate hikes, a banking crisis, tariffs and the Iran conflict. He cited that a $10,000 investment at the bottom would now be worth about $23,061, with Nvidia and Meta Platforms—both held by his Charitable Trust—delivering far larger gains of 1,875% and 488% respectively.
cnbc.com
· 2026-10-12
Major indexes hit fresh records before a sharp tech selloff on Thursday, with the S&P 500 still finishing the week up 1.2% and the Nasdaq up 0.6% after Friday's rebound. Separately, SpaceX reportedly seeks to raise $40 billion to expand its Nvidia-powered AI compute business and announced a deal to acquire a nationwide wireless spectrum portfolio for Starlink.
cnbc.com
· 2026-10-10
CNBC's Jim Cramer outlined a busy week ahead featuring quarterly results from Goldman Sachs, Wells Fargo, JPMorgan Chase, Citigroup and Johnson & Johnson on Tuesday, followed by the Consumer Price Index report Wednesday and earnings from chip equipment maker ASML. He said stocks rallied Friday after a volatile week marked by high Treasury yields, rising oil prices and an AI stock pullback.
cnbc.com
· 2026-10-09
AI-linked stocks including Oracle and Broadcom fell Thursday after a Financial Times report said OpenAI's annualized revenue was roughly $20 billion below prior indications. At the same time, non-AI names like Home Depot rallied as Treasury yields fell following a strong 30-year bond auction. CNBC's Jim Cramer said the divergence showed the benefit of holding a diversified portfolio rather than concentrating in one investing theme.
cnbc.com
· 2026-10-08
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
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