August was the month of the comeback kids. Cramer reviews what drove the biggest winners

Impact · against what's priced in

Most of the reported 'comebacks' in software and biotech are confirming trends the market has already priced into recent rallies, resulting in minimal new catalysts. The only material shift is the confirmation of regulatory friction for Paramount, which the market views as a positive by delaying a potentially overpriced acquisition.

CRM+0.30

Challenges what's priced in

The price assumes