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Jim Cramer is a CNBC host and former hedge fund manager known for "Mad Money," offering commentary on individual stocks and market trends.
CoreWeave stock fell about 15% on Oct. 14, less than 24 hours after Jim Cramer called it the "real deal" on Mad Money. The Motley Fool ties the drop to debt, citing $3.7 billion of first-half operating cash flow against $6.2 billion of debt payments.
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JPMorgan, Goldman Sachs, Citigroup and Wells Fargo report third-quarter results Tuesday, with Morgan Stanley and Bank of America following Wednesday. Oppenheimer has cut its investment banking revenue estimate by 9.5%, and a bank ETF is down 7.7% in a month, according to The Daily Upside.
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Larry Ellison cancelled a 50 million share trading plan one day after a filing revealed it, having sold nothing under it, and Oracle did not give a reason. The plan was written in June at a much higher price.
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Wells Fargo lifted its Meta price target to $1,000 from $796 after removing about $5 billion of expected 2027 compute-resale revenue from its model. The higher target now depends on Muse earning more from the same compute in 2028 and later than a rental tenant would have paid.
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Nvidia added $150 billion to its buyback, leaving $235 billion to spend by January 2028 at more than twice its first-half pace. The quarterly repurchase figure will show whether shareholders are getting a steady bid for the stock or a ceiling the board keeps raising.
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Nvidia, Microsoft and Meta, about 17% of the S&P 500, produced nearly half its 0.66% Monday gain while Treasury yields rose to multiyear highs. The other 83% still rose about 0.4%, so the rate pressure shows up in utilities and income stocks.
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September payrolls of 29,000, against an 84,000 consensus, lifted the Nasdaq 1.2% on Friday and turned a losing week into a 0.45% gain. Every major index was down through Thursday, so the AI-led advance depends on the Fed staying on hold.
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Software stocks beat chips by 28 percentage points in the third quarter, as the IGV ETF rose 17% and SOXX fell 11%. Earnings now have to show how much of that came from AI revenue and how much from a hedge fund's forced buying.
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Meta launched Muse for Small Business on Tuesday, pitching the AI agent at the 200 million small business owners it says use its platforms. How much cash it brings in depends on how many owners pay for higher limits and how much ad spend comes from the campaigns it drafts.
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AMD's market value briefly passed $1 trillion for the first time after its shares rose almost 30% in September and broke above $600. CNBC credits demand for processors that run AI agents alongside accelerators, so the price now depends on two chip businesses.
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Planet Fitness is down 20% since Meta's Muse agent launched Sept. 8, against 7% for upscale gym Life Time. The gap suggests investors already sort easy cancellations from sticky memberships, though Jim Cramer calls the 'consumer inertia' sell-off too broad.
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The long end and the front end rose together while equity volatility sat near its lows for the year. Anyone with floating-rate debt or a refinancing window should reprice assumptions now.
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Meta rose about 13% and Microsoft more than 4% in a week that took the 10-year Treasury yield past 5.2% and October Fed hike odds to 66%. Both moved on their own company news, and at 23 times forward earnings Meta now yields less than the Treasury.
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The Fed's first hike in three years took its benchmark to 3.75%-4% and the Dow down 1.7% for a third straight losing week. Chipmakers and data center suppliers sold off Monday on AI safety headlines and got most of it back by Friday.
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Three days after Anthropic's chief executive proposed that leading labs coordinate to slow model releases, Nvidia's chief executive told CNBC that the legal cover such coordination needs is completely unnecessary.
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Dario Amodei's call for slower model development knocked 4.8% off Broadcom on Monday, and Hock Tan told CNBC his $115 billion and $230 billion AI chip targets for fiscal 2027 and 2028 have not moved. Anthropic is due to become his largest custom chip customer next year.
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CME FedWatch odds of an increase at the Sept. 15-16 Fed meeting rose from 58% to 87% in a week as crude and Treasury yields climbed together. A week ago a hike was already the majority call.
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Nvidia returned a record $26 billion to shareholders in the quarter to July and has pledged at least half its annual free cash flow. That makes Evercore ISI's 2027 projection a forecast of cash generation.
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The CNBC Investing Club says it is getting more selective about AI. Its September buy list still runs Intel, Micron at six times fiscal 2027 earnings and Meta at about 19, next to Kimberly Clark and BNY.
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Jensen Huang says OpenAI's Astra reached AGI, and the tape answered by putting 15% into CoreWeave and taking 2% out of Nvidia, which says rather more about a $108 billion revenue guide than about machine cognition.
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Invest · September 2, 2026 · One report1 publisher