Jim Cramer's Charitable Trust sold 50 shares of DuPont (DD) at about $147, reducing its portfolio weighting to about 1.5% from 1.7%. DuPont reported a better-than-expected third quarter, with organic sales up 5% year over year and adjusted EPS of $2.09 versus the $1.87 consensus estimate from LSEG. Growth was broad-based, though Water would have been a couple of points stronger without Middle East disruptions. The company also raised full-year guidance and gave an upbeat fourth-quarter outlook, lifting shares about 4% to around $147 after touching $154 intraday. The commentary says DuPont continues to execute on its post-separation initiatives and generate free cash flow for buybacks, but the next catalyst remains unclear. The trust is realizing a gain of about 58% on shares bought in August 2023.
Summary written by Upside AI from the original article. Read the source for full details.
Keywords
DuPontearningsshare buybacksJim Cramer
Open a keyword to see other news on the same topic.
Related news
- We're trimming a rallying industrial stock, looking for its next catalyst post-spinoff
Jim Cramer's Charitable Trust is selling 58 DuPont (DD) shares at roughly $143 each. After Monday's trade, the trust holds 450 DD shares, cutting its portfolio weight to 1.65% from 1.85%. The small trim offsets an earlier Boeing (BA) purchase that day. DuPont shares are up about 10% since late September, helped by rotation out of data center buildout names, but remain about $12 below their 2026 peak and are up about 18% year to date. The author says the simplification story has largely played out a year after the Qnity Electronics separation, with shares up about 36% since the breakup. The sale will realize a gain of roughly 48% on shares bought in August 2023, and the author will watch DuPont's earnings before Tuesday's open.
- Why DuPont Stock Trounced the Market on Tuesday
DuPont reported third-quarter results on Tuesday that beat analyst expectations and raised its full-year guidance, and its shares closed almost 9% higher that day. Net sales rose 4% year over year to just under $1.87 billion, above the average analyst estimate of $1.84 billion. GAAP net income from continuing operations jumped 68% to $171 million, and adjusted EPS climbed 62% to $2.09, versus an estimate of $1.86. The company raised its 2026 adjusted EPS guidance to $7.47 to $7.52 from $7.17 to $7.32, and narrowed its net sales outlook to about $7.19 billion from $7.16 billion to $7.19 billion. Strength in healthcare, aerospace and industrial water offset weakness in cyclical businesses, and the author notes the broader market remains weak.
- Jim Cramer Says the Executioner Is “Axing Palantir and Apple.” What Investors Should Make of It
On X on November 3, 2026, Jim Cramer posted a cryptic message saying an unnamed 'executioner' is selling Palantir and Apple right after both companies beat earnings estimates. On Tuesday at 10:43 AM ET, Palantir fell 3.98% to $171.24 and Apple fell 2.55% to $329.68. Palantir's third-quarter revenue reached $2.31 billion against a $2.18 billion estimate, up 95.87%, but total contract value grew only 6% and the stock trades at about 252x earnings. Apple posted $114.48 billion in revenue and $2.10 EPS, yet guided December-quarter gross margin to 45% to 46%, below 47.9% in the September quarter. The article argues that one day of selling says little about a long-term plan, and the more useful question is whether each holding still fits your risk budget.
- Jim Cramer's top 10 things to watch in the stock market Tuesday
Jim Cramer outlined 10 things to watch for Tuesday, November 3, starting with Election Day for the midterms. Apple shares fell about 4% as its services line showed some deceleration, while Palantir dropped 6% after earnings over worries about fourth-quarter revenue guidance. TD Cowen and Bank of America cut Marvell to hold from buy over concerns about the Lumentum deal, and the stock has fallen at least 10% over three straight sessions. DuPont beat expectations and rose about 2%, while Bloom Energy gained about 6% after a three-session slide, even though Barclays upgraded it and cut its price target to $289 from $316.
- Jim Cramer reveals 3 stocks to buy — plus, why he is not selling the Intel plunge
The Nasdaq fell more than 2% on Friday as post-earnings declines in Amazon and Intel weighed, and is down 4.7% for October so far. Jim Cramer said he cannot justify selling Intel after its 28% drop on Friday, admitting he used poor judgment on the recent secondary offering, which CEO Lip-Bu Tan bought heavily into; Intel stock is still up nearly 80% year to date. He sees Amazon as a buy because things there are much better than they appear, and considers Starbucks a buy for its higher growth, with its drop of more than 2% possibly reflecting profit-taking after a strong run. FedEx Freight (FDXF) rose more than 13% after strong earnings, and Cramer views FedEx as a buy, though he may not chase its nearly 3% gain on Friday.
- Jim Cramer's top 10 things to watch in the stock market Thursday
Jim Cramer's morning note highlights tech stocks under pressure after Alphabet fell more than 11% following weak earnings, while Microsoft shares rose 3% after Azure growth accelerated to 48% year over year, above management's guidance of about 45%. Marvell fell 11.5% on reports it is in advanced talks to buy Lumentum, which rose 6%. Other moves include Samsung down 4%, Fortinet plunging 27% premarket after a disappointing report, Eli Lilly up 4% toward an all-time high, and Chipotle up more than 8% as same-store sales rose 2.1%. The note also says inflation data matched expectations but remained well above the Federal Reserve's 2% target.
Related markets
Latest news
- SpaceX Could Match Google’s 27-Year Data Center Buildout In 18 Months, Outpace Even Chinese Rivals: SemiAnalysis
SemiAnalysis says SpaceX (SPCX) could build data center capacity matching Google's nearly three-decade buildout in just 18 months, reaching 13 GW by 2027 after raising its target from 10 GW. The firm has identified more than 9 GW of sites, including 3.6 GW under construction, and says SpaceX's build times of about five months at MiniHard and a targeted four months at Gun Range are far faster than the typical 8–12 months. However, it flags a possible power shortfall above 300 MW at Colossus 2, as tracked generation capacity of more than 8 GW falls short of over 9 GW of planned data center capacity. SpaceX's AI business includes Anthropic's May agreement to use all of Colossus 1's capacity and Google's access to about 110,000 GPUs, with a combined annual contract value of $26 billion. SPCX rose nearly 4% to $141.31 on Tuesday, its second straight gain, though it is down 12% year to date.
- 1Finity, a Fujitsu Company, Announces Availability of Full-Stack Enterprise AI-Native vRAN Solution
1Finity, a Fujitsu company, announced availability of a full-stack AI-Native vRAN solution that helps mobile network operators earn revenue from AI services and deliver private wireless networks to enterprises. The stack combines 1Finity's open vRAN software and O-RAN compliant radio units, AI servers from QCT and Supermicro running NVIDIA AI Aerial, Aible's no-code platform for building and operating AI agents, and Armada's Bridge for multi-tenant orchestration, security and billing. At its core is shared NVIDIA GPU infrastructure supporting both AI and RAN workloads, which the companies say improves resource utilization, lowers costs and speeds time to market compared with separate compute environments.
- Russia Warns of a “Bad Winter” and a Painful Paradox in Europe
Gazprom CEO Aleksey Miller warned that European gas prices could double and exceed $2,500 per 1,000 cubic meters, citing record-low storage levels. European underground gas storage is only about 74% full, the lowest since 2009 and well below the five-year seasonal average of 86%, while Germany stands at about 61.6%. Equinor CEO Anders Opedal also acknowledged storage is at its lowest seasonal level since 2011, and wholesale gas prices hit a near four-year high above 108 USD/MWh in late October. Household gas prices in Germany rose 55% this year, and some fertilizer, chemical and steel producers have cut output, while energy majors such as Shell posted profits of $12.1 billion from July to September 2026. Brussels is pressing ahead with bans on Russian gas, with long-term LNG contracts prohibited from January 2027 and pipeline contracts expected to end in late 2027.
- How much does Doji 9999 gold cost per tael today, November 4, 2026?
As of 7 a.m. on November 4, 2026, Doji listed SJC gold bars at 13.76 to 14.06 million VND per tael (buy-sell), down 60,000 VND per tael on both sides from the previous morning. Doji's Hưng Thịnh Vượng 9999 round gold rings traded at 13.55 to 13.95 million VND per tael (buy-sell). The article notes that the prices are for reference only and may change during the day.
- THE KOREA INDUSTRY DAILY: ROBOTWORLD 2026 to Spotlight Physical AI and AI-Driven Manufacturing With 402 Exhibitors From 17 Countries
ROBOTWORLD 2026 runs November 4 to 7 at KINTEX in Goyang, South Korea, with 402 companies from 17 countries across 1,198 booths, focusing on Physical AI and AI-driven manufacturing. The accompanying conference features 36 sessions on November 4 and 5 covering manufacturing, humanoid robots and mobility. According to the International Federation of Robotics, global industrial robot installations hit a record 603,307 units in 2025, up 11%, with Asia accounting for 76% (457,315 units). Korean firms Rainbow Robotics, Neuromeka and Samhyun will show humanoid robots, control technology and an autonomous transport robot with payloads of up to 3 metric tons. Business programs include export matchmaking on November 4 to 6, a market-entry seminar on November 5 and Global Scale-up Day on November 6 for SMEs and startups.
- Should You Buy Alphabet Stock After Anthropic Raised Its Google Commitment to $121 Billion?
Anthropic updated its IPO filing on Nov. 2, adding third-quarter results. As of Sept. 30, it held $95.6 billion in cash and equivalents and $36.3 billion in short-term investments, while its purchase commitments and leases totaled about $895.4 billion, mostly for compute and infrastructure. It committed to spend at least $121.3 billion with Google from April 2026 through July 2033 regardless of usage, up from about $114.5 billion in the previous filing, which equals around 22% of Google Cloud's backlog. Anthropic has $69.8 billion of commitments due in the next 12 months, which its cash and investments cover almost twice, while its third-quarter revenue reached about $17.0 billion against an operating loss of $567 million. The author sees the next few years of the Google commitment as solid revenue, treats later years as a bet on Anthropic's growth, and thinks Alphabet stock is still worth a look at its current price.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.