Stocks · News reference
Cramer favors McKesson and Medtronic, while avoiding X-Energy and Cipher; he says Vishay is overpriced and advises waiting for a dip.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Filed: 2026-10-16 AccNo: 0001193125-26-424297 Size: 1 MB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 3.02: Unregistered Sales of Equity Securities Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
AI cloud debt concerns, a Gartner warning on neocloud providers and hot inflation data weigh on Cipher Digital stock.
Cipher Digital (CIFR) stock fell 25.7% this week after announcing an $850 million convertible debt offering and exchanging $165.9 million of existing notes for 40.7 million common shares. While the dilution concerned investors, the company's 20-year Barber Lake lease extension boosting contracted revenue to over $9 billion and its pivot toward high-performance computing infrastructure provide long-term growth potential. Analysts view the sell-off as a potential buying opportunity despite execution risks from construction cost overruns.
UBS analyst Kevin Caliendo maintains McKesson (NYSE:MCK) with a Buy and raises the price target from $1080 to $1200.
AbbVie and Pfizer are compared as healthcare investment options in 2026. AbbVie has successfully navigated patent cliff challenges with strong growth from Skyrizi and Rinvoq offsetting Humira losses, while Pfizer is rebuilding its pipeline around obesity drugs and awaiting key pipeline readouts. The article recommends AbbVie as the clearer choice for investors seeking current pharmaceutical exposure, though both companies face biosimilar competition and regulatory pressures.