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- Jim Cramer Calls CoreWeave the "Real Deal," but the Stock Crashed 15% the Very Next Day. Should You Buy the Dip?
Jim Cramer called CoreWeave (CRWV) the “real deal” on Mad Money, but the stock fell about 15% less than 24 hours later, on Oct. 14. The immediate catalyst was an essay by Chamath Palihapitiya noting that CoreWeave’s $1.25 billion bond due 2032 briefly yielded 15% in the secondary market, versus 9.6% at issue in June. Investors are worried about debt, which stood at about $35.1 billion at the end of Q2 2026, or $51.6 billion including leases. In the first half of 2026, operating cash flow was about $3.7 billion against $6.2 billion in principal and interest payments, and consensus expects negative free cash flow of $25 billion in 2026. The author considers the stock too speculative for most long-term investors and would not rush to buy the dip.
- Jim Cramer Calls the Chip Trade Broken, but Semiconductors Are Still Up 62% in 2026
On the October 12 Mad Money episode, Jim Cramer argued software has taken over AI leadership from chips, citing a 23% gain for software and a 10% drop for chips since June 30. From June 30 to October 13, the actual figures were 22.4% for the iShares Expanded Tech-Software ETF (IGV) and a fall of 11.1% for the VanEck Semiconductor ETF (SMH). Since December 31, 2025, however, SMH is up 61.9% versus 5.0% for IGV, so the conclusion depends on the start date. Cramer blamed part of the slide on the Situational Awareness hedge fund's reported 67% loss in July, a figure not independently confirmed, as its largest positions Micron, SanDisk and Bloom Energy fell 14.3%, 34.6% and 13.35% between June 30 and October 12. The article argues fundamentals remain strong, citing Microsoft's $115.95 billion of fiscal 2026 capital expenditure.
- NOK, BB Stocks In Focus: Jim Cramer Expresses Confidence In Nokia, BlackBerry, But Retail Disagrees
Jim Cramer is backing Nokia (NOK) for its AI fiber push and ties to Nvidia, and BlackBerry (BB) for its software story, calling both promising. Retail traders on Stocktwits remain bearish on both, with BB sentiment slipping from neutral to bearish. Nokia fell nearly 5% on Oct. 8 during a European tech and telecom selloff, while BlackBerry gave back its gains amid a sector-wide tech drop, weighed down by lowered Secure Communications guidance, insider share sales and a 40.5x forward P/E. Still, NOK and BB have gained 88% and 85% over the past year, and investors worry recent rallies may already price in future growth.
- SOXX Extends Selloff After 8-Day Decline, KOSPI Rebounds: Jim Cramer Calls SK Hynix 'Epicenter Of Fear'
The iShares Semiconductor ETF (SOXX) fell 0.8% overnight, extending its losing streak to eight sessions, as doubts grew over whether AI investments will pay off quickly enough and financing risks mounted. AMD and Intel slipped less than 1%, while Nvidia gained 0.2%. Higher-than-expected US inflation has raised expectations of further rate hikes, adding pressure on debt-reliant companies. South Korea's Kospi plunged 7.6% on Thursday, triggering a circuit breaker, before rising 3.4% on Friday with Samsung Electronics up a similar amount. Jim Cramer called SK Hynix the 'epicenter of fear' because the Kospi is still up more than 50% and many investors are underwater, saying buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix.
- Jim Cramer Says Starbucks Can Rise On Its Own, Apple’s Audience Is Worth Paying For, And Intel Investors Need Patience
CNBC's Jim Cramer said Starbucks is 'no longer on the mend' and can rise simply by delivering strong results, even though its shares fell a week earlier on Chipotle merger rumors. CEO Brian Niccol denied the talks and confirmed that the strong prior-quarter numbers are continuing. Cramer called Apple 'an oddity' whose scale and audience make it worth paying for, and said he was 'blown away' by the Apple Duo. On Intel, he remains confident in its foundry strategy but is extending his timeline and will not buy more until the stock falls to a level he specified, as investors sell because the stock looks expensive relative to earnings. Per Stocktwits, retail sentiment was 'bullish' on SBUX and 'bearish' on INTC and AAPL, with year-to-date gains of 15% for SBUX, 26% for AAPL and 158% for INTC.
- Jim Cramer says this week's AI sell-off offers a crucial lesson for investors
CNBC's Jim Cramer said this week's AI stock turbulence shows why investors should avoid putting all their money into the market's hottest trade. On Thursday, Kimberly-Clark rose 4.7%, Waste Management gained 3.9% and Eli Lilly advanced 3.6%, while the iShares Semiconductor ETF (SOXX) fell for an eighth straight day, its longest losing streak in more than a decade. The CNBC Investing Club's Charitable Trust sold Corning on Sept. 1 and bought Kimberly-Clark, and since then Corning has fallen almost 5% while Kimberly-Clark has gained more than 10% from its Oct. 1 low. Cramer acknowledged it is unclear how long the rotation away from AI will last, but warned that overconcentration could lead investors to give up on the asset class altogether.
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- Intel stock pops after JPMorgan gives a Neutral upgrade
JPMorgan (JPM) upgraded Intel (INTC) to Neutral from Underweight. The note points to improving execution under CEO Lip-Bu Tan, potential foundry customers for next-generation manufacturing, and rising earnings estimates for 2027 and 2028.
- Intel leads chip stocks higher as investors jump back into AI trade
Chip stocks rebounded on Monday as investors bought the dip after last week's steep AI trade sell-off. The PHLX Semiconductor Index (^SOX) rose 2%, reversing a recent semiconductor rout. Intel (INTC) jumped 5% after JPMorgan upgraded the stock to Buy, citing "solid execution." Nvidia (NVDA) and AMD (AMD) also gained, while a Goldman Sachs upgrade of CoreWeave (CRWV) to Buy from Neutral helped lift AI sentiment. Arm Holdings (ARM), Micron Technology (MU) and SK Hynix (SKHY) also rebounded after sharp declines last week.
- Netflix stock is down roughly 25% in 2026 as Q3 earnings loom
Netflix (NFLX) reports third-quarter results after the bell on Tuesday, with the stock down more than 25% this year and closing Friday near $70, versus $93.76 at the end of 2025. Investors are worried about slowing viewership, competition from YouTube, and live sports moving to Amazon Prime Video and HBO Max. Last week Netflix cut about 6% of its workforce (roughly 1,000 employees) and named Peter Rice its new chief content officer, and five firms lowered price targets in October. Analysts expect EPS of $0.82 on revenue of $12.88 billion, up about 12% from a year earlier, in line with Netflix's own forecast. KeyBanc's Justin Patterson wants more content investment, product changes, expense cuts and a possible first-ever dividend.
- Cleveland-Cliffs Jumps 10% on Strongest Quarter in Three Years; Nucor and Steel Dynamics Edge Higher
Cleveland-Cliffs (CLF) rose 10% to $13.29 after reporting third-quarter adjusted EBITDA of $612 million, beating its $575 million guidance and up sharply from $143 million a year earlier. Revenue of $5.61 billion missed the $5.72 billion expected, though sales rose 18.6% year over year on a higher average net selling price of $1,177 per ton and larger shipments. Management said imports remain well below historical levels, but it indefinitely idled the galvanizing lines at its Canadian unit Stelco due to oversupply. The company guided to about $715 million of adjusted EBITDA in Q4 and said 2027 adjusted EBITDA should exceed $4 billion based on current index price forecasts. Its target is to bring net debt to EBITDA below 2.5x by mid-2027.
- Tech rebounds as semiconductor stocks jump: AlphaCheck
Stocks were mostly higher on Monday as investors turned their focus to earnings season, with semiconductor stocks rebounding after last week's sharp sell-off. The Tech sector (XLK) rose, led by Nvidia (NVDA), AMD (AMD), Micron (MU) and SK Hynix (SKHY). Intel (INTC) also jumped after JPMorgan analysts upgraded the stock, while CoreWeave (CRWV), hammered last week, rebounded on a Goldman Sachs upgrade. Investors are watching this week's reports from Netflix (NFLX), SpaceX (SPCX), Tesla (TSLA) and Meta (META). The 10-year Treasury (^TNX) yield hovered near 5.1%, while Brent crude (BZ=F) dropped to $108 per barrel and WTI (CL=F) hovered below $98.
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Meta Platforms (META) reports third-quarter earnings after the close on Wednesday, alongside a wave of Big Tech peers. The GAAP EPS estimate is $3.54, though that figure may be messy because a legal settlement will be included and analysts differ on how it will be accounted for. Options imply a 3.2% move in either direction, the smallest since the fourth-quarter report before last. Estimates for next year's capex vary widely: Wedbush near $250 billion, Evercore ISI $210 billion, Bank of America $205 billion and Dan Ives around $194 billion. Most analysts say that spending is acceptable if Meta provides a Muse roadmap and confidence it can monetize it, and the stock is up about seven and a half percent year to date.
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