Cramer says higher rates are splitting the market in two — and AI stocks have a big advantage
- ID
- 33011
- Status
- summarized
- Published
- 08 Oct 2026, 6:22 AM
- Fetched
- 08 Oct 2026, 7:22 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/10/07/jim-cramer-spacex-wall-street-bull-case.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 08 Oct 2026, 7:23 AM
- Tags
- Audience
- saas_founders
What happened
In a Mad Money segment, Jim Cramer argued that rising borrowing costs are splitting the market into credit-constrained companies and AI businesses he sees as largely insulated. The trigger was Wednesday's $39 billion 10-year Treasury auction, which drew strong demand but followed the benchmark 10-year yield briefly touching 5.365%, its highest since April 2002; stocks closed lower. Cramer cited SpaceX as an example of an AI-linked company able to raise capital on attractive terms despite higher rates.
Why it matters
This is investor commentary, not a technical or product change, and it gives builders nothing to act on directly. The only hard numbers are the 5.365% 10-year yield and the $39B auction size; if you are planning a raise or a debt-funded infrastructure commitment, that yield level is the concrete input to watch, but the article offers no evidence on how private or Southeast Asian fundraising terms are actually moving.
Discussion angle
Public-market AI names being described as rate-insulated is a claim about listed equities — does anyone have real evidence that private or SEA startup fundraising terms are decoupling from rate moves the same way, or is that just narrative transfer?