Jim Cramer sees signs of life in tech stocks — but not from the usual winners
- ID
- 42803
- Status
- summarized
- Published
- 04 Nov 2026, 7:58 AM
- Fetched
- 04 Nov 2026, 8:53 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/11/03/jim-cramer-sees-signs-of-life-in-tech-stocks-but-not-from-the-usual-winners.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 1.5
- Created
- 04 Nov 2026, 8:53 AM
- Tags
- Audience
- saas_founders
What happened
In his Nov 3, 2026 Mad Money segment, Jim Cramer said tech is "trying to make a stand" but not via the stocks that led the last few years, naming AMD and Arista Networks — both of which reported strong quarterly results after Tuesday's bell — plus Oracle as possible new leaders, with Broadcom and Micron gains lifting the major averages. He cautioned that uncertainty around data center development and the Iran war could undercut a sustained recovery. The excerpt is truncated mid-sentence at the Oracle reference and contains no figures, guidance, pricing, or product detail.
Why it matters
There is nothing here to change a build, a bill, or a roadmap: no product, version, price, policy, or benchmark is disclosed — only stock-picking commentary naming AMD, Arista, Oracle, Broadcom, and Micron. The one thread a builder could track is Cramer's caution about data center development uncertainty, which is a capex signal for GPU and inference capacity, but the text gives no numbers to act on, so treat this as sentiment, not data.
Discussion angle
Cramer's only substantive risk flag was data center development uncertainty — worth a two-minute check on whether anyone in the room has seen AI inference or GPU pricing shift recently, rather than debating the stock calls themselves.