CNBC Investing Club: Cramer’s Morning Take on Qnity 5/12/26

SPEAKER_1 (0:00)

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Jim Cramer (1:00)

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.

In the meantime, we do own a stock that is doing incredibly well that we should mention, which is CUNITY. And this is something I know, Jeff, you spend a huge amount of time on CUNITY. This is a spin-off of DuPont. It's a reminder of what happens if you're patient in these breakups.

Jeff Marks (1:43)

Oh, absolutely. And some of the early notes on CUNITY at the beginning of the year were saying how this could be kind of like the next GE-Vernova spin-off where it just, it spins off from its parent company and, you know, doubles in the year that follows, and we're seeing that now. With the healthy beaten raise here, revenue and adjusted EPS much bigger than expected. A 16-cent beat, but they raised the full year outlook by 22 cents. So you'll love to see that, where they raised the full year by more than the beat. That's just strength.

On the call, management framed this narrative of how Moore's Law means shrinking transistors to improve performance and power. That has been the previous dynamic. It's changed. The new era is about stacking chips to unlock this new era of computing. And this shift from shrink to stack increases the importance of materials integration. And that's why Unity is thriving in the AI era here, with organic sales up 17 percent in the quarter.

Jim Cramer (2:51)

I find that people forgot about this. When I look at the coverage, almost all the firms are smaller.

Deutsche Bank has some coverage that are buying on it. And Goldman has it. But, you know, this is... No one really cares about this thing, except for the people who are buying, Jeff. And they're buying really furiously.

Jeff Marks (3:12)

Yeah, it's like one of the best performing stocks in the S&P 500 that never gets talked about. You never see much coverage on air or anything.

But, you know, we identified a hidden gem within DuPont, which is also doing well. And it's been a nice reward this year, with the stock up about 97%.

SPEAKER_5 (3:36)

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 (4:08)

Trading at Schwab is powered by Ameritrade, giving you even more specialized support than ever before. Like access to the trade desk, our team of passionate traders ready to tackle anything from the most complex trading questions to a simple strategy gut check. Need assistance? No problem. Get 24-7 professional answers and live help and access support by phone, email and in-platform chat. That's how Schwab is here for you to help you trade brilliantly.

Learn more at schwab.com/trading.