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Europe
  • 🇬🇧 FTSE 100-0.21%
  • 🇩🇪 DAX-0.26%
  • 🇫🇷 CAC 40-0.58%

London held up best in a red European close, giving back just 23 points while Paris shed 0.58%. UK blue chips are still clinging to the 10,800 line as mixed earnings and Bank of England rate talk pull in opposite directions.

Stock picks

How Far Behind AMD is Intel?

AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.

NVDANVIDIA
Regular session
$224.46
+3.20%open $217.50

A 3.2% day looks modest until you scale it to a $5.4 trillion company: that is roughly $170 billion in market value added in one session. At $224.46, the world's largest stock moves the index by itself.

Cramer is reading Intel CEO Lip-Bu Tan's purchase on the secondary offering as a buy signal, at a moment when the U.S. government sits as the chipmaker's largest shareholder.

Lip-Bu bought big on the secondary.. buy more
  • Replies21
  • Reposts2
  • Likes61
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Cramer is calling CoreWeave undervalued even as the stock rips 19% on its earnings beat, after CEO Michael Intrator's pitch on air.

I thought Intrator was VERY strong and made the case for certain that Coreweave's stock is too low.
  • Replies14
  • Reposts3
  • Likes18
CRWVCoreWeave
Regular session
$107.50
+19.03%open $90.32

A 19% move follows last night's Q2 earnings beat, rebuilding the AI cloud premium in a single session. Whether buyers hold this level is the next tell.

SMCISuper Micro Computer
Regular session
$36.39
+15.16%open $31.60

A 15% jump follows last night's Q4 earnings beat, the kind of single-session move that resets the whole AI server debate. Watch whether the gain holds through the close.