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Cramer favored ET, PANW and CRWD over SentinelOne, advised waiting on Corning, called GEMI speculative, and supported holding Aveanna.
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Filed: 2026-10-02 AccNo: 0001193125-26-412540 Size: 236 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
Jim Cramer said that investors seeking exposure to the AI boom could look to major technology companies that have several avenues to gain from AI.
Dan Ives names Nvidia, Microsoft, Palantir, Apple & CrowdStrike his 'Top 5 Tech Plays into 2027' amid a massive $4 trillion spending wave.
The S&P 500 hit a record high Tuesday, but only 15 of its 504 stocks did too. The median member trades 25% below its own peak.
The S&P 500 reached new all-time highs on October 6, 2026, climbing 0.85% to 7,840 as falling oil prices eased inflation concerns. Nuclear stocks surged following a Constellation Energy deal with Google, while semiconductor stocks like Marvell Technology jumped over 7% on strong investor day guidance. Memory stocks declined amid reports of Toshiba's market expansion plans.
The U.S. expansion is 78 months old. Comfort Systems, Bloom Energy and Nvidia lead the S&P 500, as the AI buildout rewarded builders over the megacaps.