Cramer says Thursday's AI sell-off proves the value of this age-old investing strategy

Impact · against what's priced in

Reports of OpenAI's revenue miss provide concrete evidence for the bear case regarding AI infrastructure scaling, creating downward pressure on Broadcom and Oracle. Conversely, the rally in Home Depot is a short-term reaction to Treasury yields rather than a fundamental shift in the housing recovery the market currently refuses to price in.

AVGO−0.50: Challenges what's priced in
The price assumes

Cramer says Thursday's AI sell-off proves the value of this age-old investing strategy

What matters in this story

Nvidia vs. Broadcom: Which AI Chip Stock Is the Better Buy for the Next 5 Years?

Cramer says Thursday's AI sell-off proves the value of this age-old investing strategy

What matters in this story

Nvidia vs. Broadcom: Which AI Chip Stock Is the Better Buy for the Next 5 Years?

How each ticker is affected

Track these names every morning.

Frances Newton on Treasury Yield "Shock to the System," Fed's Reaction to Volatility

Review & Preview: Rattling the AI Cage

Lumentum: Conquering Connectivity Is Critical In Artificial Intelligence

Treasury yields are 'really, really high,' but can come down soon, Bessent's new adviser says

Cramer says Thursday's AI sell-off proves the value of this age-old investing strategy

What matters in this story

Next reads from the same story arc

Nvidia vs. Broadcom: Which AI Chip Stock Is the Better Buy for the Next 5 Years?

Cramer says Thursday's AI sell-off proves the value of this age-old investing strategy

What matters in this story

Next reads from the same story arc

Nvidia vs. Broadcom: Which AI Chip Stock Is the Better Buy for the Next 5 Years?

How each ticker is affected

Track these names every morning.

Frances Newton on Treasury Yield "Shock to the System," Fed's Reaction to Volatility

Review & Preview: Rattling the AI Cage

Lumentum: Conquering Connectivity Is Critical In Artificial Intelligence

Treasury yields are 'really, really high,' but can come down soon, Bessent's new adviser says