business6 hours ago
Cramer urges patience on Meta amid lawsuits, citing long-term upside
Jim Cramer tells investors not to sell Meta Platforms due to ongoing litigation risk, arguing the stock’s long-term potential justifies waiting for resolution.
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Jim Cramer
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Cramer backs Palantir as a 'great spec' after a strong quarter
Jim Cramer, during Mad Money's lightning round, called Palantir 'a great spec' and said he’s sticking with it despite its speculative label, while also weighing views on Rocket Lab, Hawkeye 360, Canadian Natural Resources and IBM.
AI Data-Center Stocks Slide as Cramer Points to Valuation Pressure
Jim Cramer explains why AI data-center stocks were among the week's worst performers, attributing the declines to overarching market pressures and sector-specific dynamics.
business7 days ago
Cramer Unveils Tuesday's Top Market Signals
Jim Cramer shares his Tuesday stock-market watchlist, highlighting the top 10 indicators and names investors should monitor to gauge early moves.
Micron Clears $1,000 on Memory Momentum as Cramer Sees Potential Double Up
Micron (MU) reclaimed the $1,000 level amid renewed memory-market momentum driven by AI/data-center demand, with Bank of America naming MU a top pick and forecasting outsized long-term EPS, while Jim Cramer says MU could double again thanks to buybacks and a still-strong memory cycle.
Cramer Warns Nvidia's OpenAI Financing Could Echo Dot-Com Crash
Jim Cramer warns that Nvidia's $250 billion OpenAI data-center financing guarantees resemble the vendor-financing schemes that helped derail telecom stocks in the dot-com era, flagging counterparty risk as OpenAI burns cash and Nvidia carries large supply commitments. Despite Nvidia's strong Q1 results, market skepticism grows with AI stock concentration in the S&P and questions about who can back payments if customers falter.
Cramer: Nvidia’s proprietary moat should command a premium, not a discount
Jim Cramer argues Nvidia’s software moat—built on CUDA, NVLink Fusion, Spectrum-X, and the Dynamo stack—makes it the most proprietary chip company in history, and he contends the market is pricing it with a lower forward multiple (about 23x) than memory-name SanDisk (about 27x). He notes Nvidia’s strong growth tail (data center demand and AI deployments) but acknowledges risks like China export restrictions and the challenge of sustaining 85% year‑over‑year growth on a ~$216 billion revenue base, suggesting the stock may deserve a higher valuation given its moat and install base.
Cramer Questions Nvidia Valuation Amid Kyber Delay Talk
Jim Cramer expressed perplexity over Nvidia's stock amid speculation of a Kyber platform delay, arguing the AI leader may deserve a higher multiple; Bank of America reaffirmed a Buy rating with a $350 target, while Nvidia denied the Kyber-delay reports, highlighting ongoing debate about AI timelines and valuation.
Cramer Says SK Hynix Could Shape the Global Memory Market
Jim Cramer highlighted SK Hynix as a pivotal player in the global memory market, noting the company’s potential US ADR listing on NASDAQ could raise about $29 billion and position SK Hynix near the top tier alongside Samsung and Micron. He also cautioned about pricing dynamics amid heavy demand (oversubscription) and stressed the need for a pricing discount that isn’t overly punitive to keep the deal attractively tight, as AI-driven memory demand remains a key driver.
Cramer: Buy Vistra, Even as It’s a Falling Knife
In Mad Money’s Lightning Round, Jim Cramer says Vistra has pulled back after a run-up and labels it a falling knife, but would still buy with a cautious 25% position; he also weighs in on FICO, Clover Health, and Stryker.
Cramer hails SpaceX after historic IPO debut
Jim Cramer gave Elon Musk’s SpaceX a ringing endorsement following its historic Friday IPO debut, signaling strong investor sentiment.
Cramer labels CPI rise as 'artificial inflation' and weighs its market impact
CNBC host Jim Cramer calls the elevated CPI readings 'artificial inflation' and outlines what the development could mean for stock prices and market expectations.
business2 months ago
Cramer weighs in on Apple’s post-WWDC pullback on Day 2
Jim Cramer shares his take on Apple’s stock path on Day 2 of the post-WWDC pullback, offering guidance for investors.
business2 months ago
Cramer's Tuesday Watchlist: Top 10 Market Movers to Watch
Jim Cramer shares his top 10 stock-market watch items for Tuesday, outlining key sectors and catalysts likely to move markets during the session.
SpaceX IPO: $5 Trillion Dream Meets Reality Check
CNBC's Jim Cramer says SpaceX's IPO could surge to around $5 trillion on debut due to enormous demand and a tiny float, with the company aiming to raise $75 billion at $135 a share (555,555,555 shares), valuing it at about $1.77 trillion at first. Morningstar values SpaceX at about $780 billion, far below the IPO valuation, and the small float means early investors may need to sell other stocks to participate, potentially pressuring the broader market. While initial demand could push the price higher, the share count will rise as restrictions lift, increasing selling pressure and raising questions about long-term performance versus the S&P 500.