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Jim Cramer

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AI Giants Mask Broad Market Stress as Treasury Yields Hit Multiyear Highs
markets3 days ago

AI Giants Mask Broad Market Stress as Treasury Yields Hit Multiyear Highs

U.S. equity indices reached record highs on October 6, 2026, driven by gains in Nvidia, Microsoft, and Meta. This rally occurred despite the 10-year Treasury yield surpassing 5.34% and the 30-year yield nearing 5.7%. Analysts note that these three companies account for nearly 17% of the S&P 500, masking weakness in utilities and small caps. The disconnect between bond and stock markets suggests that broad market recovery may depend on yield stabilization.

via CNBC|
#ed-yardeni#jim-cramer#markets
Micron Shares Slide Post-Earnings Despite Cramer's Bullish Stance
technology-and-markets7 days ago

Micron Shares Slide Post-Earnings Despite Cramer's Bullish Stance

Micron Technology shares declined following the release of strong quarterly results, a move that contradicts Jim Cramer’s continued bullish stance on the stock. The drop occurs despite the company’s performance being described as a 'great quarter,' highlighting a disconnect between fundamental earnings and market sentiment. Cramer remains a holder, citing the ongoing strength of the memory cycle driven by artificial intelligence and data-center demand. This reaction follows a recent period where Micron reclaimed the $1,000 mark, though it also coincides with broader market caution regarding AI valuations.

via CNBC|
#ai-infrastructure#jim-cramer#memory-chips
Nvidia Board Approves Record $150B Buyback Expansion, Totaling $235B
business10 days ago

Nvidia Board Approves Record $150B Buyback Expansion, Totaling $235B

Nvidia's board authorized an additional $150 billion for share repurchases, bringing the total remaining program to $235 billion through fiscal 2028. CEO Jensen Huang cited strong cash generation from AI-driven growth as the rationale, calling it a 'once-in-a-generation platform shift.' Jim Cramer noted the move could alter the stock's trajectory, though broader market pressure from high yields remains.

via Yahoo Finance|
#ai#business#jensen-huang
Nvidia's Record Buyback Sparks Debate on Stock Trajectory Amid Rising Yields
markets10 days ago

Nvidia's Record Buyback Sparks Debate on Stock Trajectory Amid Rising Yields

Nvidia’s announcement of a record $150 billion share repurchase expansion, bringing its total authorized buyback to $235 billion, has triggered divergent market reactions. While CNBC’s Jim Cramer suggests the move could fundamentally alter the stock’s upward trajectory, broader market data indicates that tech giants are currently absorbing pressure from surging Treasury yields. The 10-year Treasury yield remains above 5%, a 19-year high, yet the Nasdaq-100 rose 3.25% for the week, driven largely by the 'Magnificent Seven' tech stocks. This resilience contrasts with a broader market where 70% of S&P 500 stocks are down over the past month, highlighting a narrow rally concentrated in high-liquidity AI leaders.

via CNBC|
#ai-stocks#jim-cramer#markets
Cramer Flags An Unknown Catalyst Behind Broadcom’s Post-Earnings Dip
finance1 month ago

Cramer Flags An Unknown Catalyst Behind Broadcom’s Post-Earnings Dip

Broadcom beat Q3 with $29.6B revenue and $3.32 EPS, led by a 221% surge in semiconductor revenue to $16.7B, and lifted its AI‑chip revenue guidance to $115B (FY2027) and $230B (FY2028). Yet fourth‑quarter revenue guidance of $34.8B missed estimates, raising growth‑peaking concerns amid VMware margin pressure. Jim Cramer commented on Broadcom’s post‑earnings dip with “someone must know something,” underscoring lingering uncertainty around AI‑infrastructure demand even as Broadcom remains a pivotal AI chip supplier through partnerships and open AI shipments.

via Yahoo Finance|
#ai-chips#avgo#broadcom
Cramer Urges Investors to Own Nvidia After Blowout Quarter
finance1 month ago

Cramer Urges Investors to Own Nvidia After Blowout Quarter

Jim Cramer urged investors to own Nvidia (NVDA) after a blowout quarter, as NVDA posted $96.2B in revenue (up 106% year over year) with data-center revenue at $89B (up 117%) and guided roughly 70% revenue growth for fiscal 2028; the stock recovered after an initial dip, but risks like margin pressure, higher memory costs, and competition from AI accelerators keep the call to hold rather than trade around earnings.

via Yahoo Finance|
#ai#earnings-beat#finance
Cramer Flags Nvidia's AI Software Edge Driving Growth, Even as Margins Strain
finance1 month ago

Cramer Flags Nvidia's AI Software Edge Driving Growth, Even as Margins Strain

Jim Cramer breaks down NVIDIA's mixed Q2 results: revenue $96 billion and EPS $2.46 beat estimates, with data center revenue up 117% to $89 billion and the ACIE segment up 138% to $40.3 billion, while guidance calls for 70% full-year growth. However, free cash flow fell to $21.3 billion and margins dropped 38 percentage points to 22%, raising questions about memory costs and AI-chip competition. The stock rose in after-hours trading on the strength but closed about 4.6% lower; Cramer also highlighted Huang's note that Nvidia's chips carry upgradable software, a potential tailwind for future demand.

via Yahoo Finance|
#data-center-revenue#earnings#finance