Jim Cramer: “Cheap Can Still Get Cheaper.” Why He's Still Avoiding Salesforce

Impact · against what's priced in

Salesforce faces negative pressure as evidence of slowing Agentforce adoption and competitive budget shifts toward cheaper AI alternatives undermine its growth narrative. Micron's recent decline suggests a broader market discounting of AI hardware growth, while Nvidia remains a secondary mention with negligible immediate impact.

CRM−0.70: No priced-in read yet

Jim Cramer: “Cheap Can Still Get Cheaper.” Why He's Still Avoiding Salesforce

What matters in this story

Nasdaq closes 1% higher as AI stocks rebound on strong earnings

Jim Cramer: “Cheap Can Still Get Cheaper.” Why He's Still Avoiding Salesforce

What matters in this story

Nasdaq closes 1% higher as AI stocks rebound on strong earnings

How each ticker is affected

Track these names every morning.

Micron Is Up 221% in 2026 and Seagate Is Up 155%: Take Profits, or Hold On for the Ride?

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Jim Cramer: “Cheap Can Still Get Cheaper.” Why He's Still Avoiding Salesforce

What matters in this story

Next reads from the same story arc

Nasdaq closes 1% higher as AI stocks rebound on strong earnings

Jim Cramer: “Cheap Can Still Get Cheaper.” Why He's Still Avoiding Salesforce

What matters in this story

Next reads from the same story arc

Nasdaq closes 1% higher as AI stocks rebound on strong earnings

How each ticker is affected

Track these names every morning.

Micron Is Up 221% in 2026 and Seagate Is Up 155%: Take Profits, or Hold On for the Ride?

Nvidia's Jensen Huang joined on stage by robot ducks as he hails Europe's AI potential

Cognizant to Acquire DyFlex Solutions, Accelerating AI-Led Enterprise Transformation for SAP Clients in Australia and New Zealand

Steve Ballmer Is Worth $164 Billion, After Being Kicked Out Of Microsoft