CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26

SPEAKER_1 (0:01)

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SPEAKER_2 (0:30)

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Jim Cramer (0:59)

Jim Cramer here to share a short preview of my take on the market from today's Members Only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 10 20 a.m. Visit cnbc.com/morningtake to sign up today. That's one word, morning take.

Jeff Marks (1:21)

Well, George Kurtz, CrowdStrike, they were the biggest gainer in the S&P 500 yesterday. Palo Alto Networks was a close second there. And yeah, my takeaway is from George is that him explaining there needs to be another layer of cybersecurity to monitor the agents while they operate, still reeling from that hugging face incident where the agents went rogue and tried to cover their tracks.

Portfolio-wise, we did nibble on some micron shares yesterday as the group showed signs of stabilization.

Jim Cramer (1:56)

Yeah, I mean, today, Intel files its Altera comment. Look, I think Intel's still a buy.

I think Micron's still a buy. I just want to start with those. Obviously, the Corning, there was some fortuitous timing because it turned out the Corning's doing this at the market sale for $2 billion. Those are the kiss of death. We saw it for Oracle. We actually saw it for AMC.

When you do these, every time the stock lifts, you bring out sellers. So I want people to be very careful until they're done their sell program.

And it's certainly, I would say, George Kurtz would tell you, again, if these companies have a problem, they should address the problem. They should put some money toward it instead of just having people just say, you know, whatever they want. Jensen Wong in the All In Conference was asked about, are you allowed to say whatever you want on letter X? And he says, externally, what you do is what's done internally. And he doesn't really know what those guys are doing, but he does say, listen, what we're addressing is all these things. And we think about this all the time. And where the others should do the same. So it was really kind of a, there was a kind of a sense, a little bit wistful sense of, guys, why are you ruining this? Why don't you just spend more money or slow down individually? And it's kind of where I come out.

SPEAKER_5 (3:16)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

SPEAKER_2 (3:48)

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