Ideas
Oracle is constructive, room to recover.
Oracle's quarter was encouraging: cloud revenue rose 62%, OCI rose 121%, RPO reached $664B, it delivered 850 megawatts and more than 300k GPUs, the $20B ATM is finished, customer prepayments reduce net capex, and the stock trades at a low multiple. Cramer became more constructive and sees room to recover, though he might stay sidelined until after the election due political risk and still-worrisome free-cash-flow burn and OpenAI concentration.
Adobe is a short-squeeze candidate.
Adobe's positive growth and conservative forecast show a beaten-down enterprise software name can live to play again; Cramer expected the stock to finish up and called it a short-squeeze candidate.
Data-center suppliers and hyperscalers can rebound.
Cramer says positive Oracle and Adobe statements show data-center-focused enterprise hardware and software vendors plus hyperscalers can live to play again and benefit from hyperscaler capex; he names Vertiv, Cisco, Marvell, GE Vernova, Hewlett Packard Enterprise, Amazon, Alphabet, and Microsoft.
Apple has more upside on foldable demand.
Apple's new foldable iPhone demand could be off the charts, and after a strong post-product-introduction run, Cramer thinks the stock still has more upside.
Oil may be peaking unless conflict escalates.
Cramer thought oil fell on hopes that Gulf-Iran talks can produce a deal and allow crude to plummet; he sees oil peaking unless Iran attacks a carrier group or Houthi allies block the Red Sea, which would spike oil.
Salesforce AI product improves sales recognition.
Cramer owns Salesforce for the Charitable Trust and thinks its Agentforce AI platform can interrogate data to improve sales; he says investors are finally recognizing the product and AI-disruption fear is overdone.
Long-end Treasury yields may fall.
If the Fed hikes short rates, bond traders may reward the discipline by pushing long-end yields lower; Cramer thinks rates on the 30-year/long end of the Treasury will go down, not up.
Raise cash for possible 2018-style pullback.
Cramer sees eerie 2018-like risks from Fed tightening, high oil/inflation, and midterms, so he has trimmed winners and raised cash to mid-teens in the Charitable Trust, urges investors to get off margin, and wants cash ready to buy high-quality stocks on weakness; he does not say to sell everything.
Raise cash for possible 2018-style pullback.
Cramer sees eerie 2018-like risks from Fed tightening, high oil/inflation, and midterms, so he has trimmed winners and raised cash to mid-teens in the Charitable Trust, urges investors to get off margin, and wants cash ready to buy high-quality stocks on weakness; he does not say to sell everything.
Lennar needs lower rates to improve.
Cramer calls Lennar a great builder, but high Treasury yields and mortgage rates plus locked-in homeowners have crushed affordability and existing home sales are at a four-decade low; the stock needs rate relief or first-time homebuyer relief to improve.
Brinker analyst meeting should impress.
Brinker, the parent of Chili's, never fails to wow Cramer, and he expects the upcoming analyst meeting to be no exception.
Intuit can rebound after investor day.
Intuit is getting a bum rap from AI-disruption fears; Cramer thinks those fears are overdone and the coming investor day could produce a rebound like ServiceNow, Salesforce, and Adobe.
Meta could double long-term.
Cramer takes a three-to-five-year view and thinks Meta could double: it trades at a low multiple, lawsuits are largely behind it, management is strong, and it has AI, small-business, and personal-assistant opportunities.
Boeing rises if oil peaks.
Boeing is ready to go up because Cramer thinks oil may be peaking; the market incorrectly trades Boeing inverse to crude, since airlines need more fuel-efficient planes, so lower oil should help.
Buy AMD and Dell, two best stocks.
Cramer admitted on the club call that restrictions kept him from buying AMD and Dell, which he calls the two best stocks in this market; he says AMD is a fantastic stock and company with great CEO Lisa Su and says buy it. End of story.
DraftKings is too crowded; move on.
DraftKings and the online gambling group are too crowded and stretched; customer acquisition costs are rising, so even with a good CEO it is time to move on.
Buy McDonald's at current low level.
Cramer wants to buy McDonald's at its low level: the stock is down on beef costs, but management is trying to reinvent the business, is well-capitalized, and is less risky than at $300.
Jersey Mike's is better than McDonald's.
Jersey Mike's is better than McDonald's and has less risk, with terrific management under Charlie Morrison and the ability to open thousands of locations.
Buy some 10-year Treasuries at 5%.
With the 10-year Treasury yielding about 5%, Cramer thinks it is okay to allocate some money to bonds depending on age, while keeping exposure to common stocks because bonds alone will not compound enough.
Sphere is amazing despite management doubts.
Cramer thinks Sphere is amazing and that criticism of the Dolan management is overdone.
Avoid Honeywell Aerospace after credibility issues.
Cramer cannot recommend Honeywell Aerospace because its CEO repeatedly told Phil LeBeau things were going well when they were not, hurting credibility.
Nuclear power is a three-to-five-year theme.
Cramer is bullish on nuclear power adoption but says it is a three-to-five-year issue before real earnings and growth; he thinks Cameco is for real and likes BWXT a little more.
QXO feels wrong despite Brad Jacobs.
QXO feels very wrong to Cramer and is like Home Depot without the yield; Brad Jacobs has a winning record, but Cramer calls the stock a loser and does not want to bet against him.
This CNBC video, published September 11, 2026,
features Jim Cramer
discussing ORCL, ADBE, VRT, CSCO, MRVL, GEV, AMZN, HPE, GOOG, MSFT, AAPL, WTI, CRM, 30-year Treasury bonds, SPY, CASH, LEN, EAT, INTU, META, BA, DELL, AMD, DKNG, MCD, Jersey Mike's, TLT, Sphere, Honeywell Aerospace, BWXT, CCJ, QXO.
23 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
ORCL,
ADBE,
VRT,
CSCO,
MRVL,
GEV,
AMZN,
HPE,
GOOG,
MSFT,
AAPL,
WTI,
CRM,
30-year Treasury bonds,
SPY,
CASH,
LEN,
EAT,
INTU,
META,
BA,
DELL,
AMD,
DKNG,
MCD,
Jersey Mike's,
TLT,
Sphere,
Honeywell Aerospace,
BWXT,
CCJ,
QXO
