Ideas
New iPhone cycle looks very strong.
Cramer came away highly positive from Apple's iPhone 18 launch and foldable Duo preview: the iPhone 18 has much-improved battery life and pro-grade photos, while the Duo is revolutionary with no visible crease, a superior screen, and a book-like display. He plans to buy the Duo as a second phone and argues that analysts complaining about high prices because of DRAM costs are missing carrier subsidies, so Apple's product cycle should remain strong.
Okta can secure AI agents.
Cramer calls Okta's upcoming analyst meeting the most consequential and positive of the week, based on CEO Todd McKinnon's explanation that identity verification can extend to AI agents. Because Okta can identify and track each agent, it can provide visibility and control and stop rogue-agent attacks, making it a practical cybersecurity solution for AI risk.
Rate hikes hurt homebuilder earnings.
Cramer expects KB Home's earnings to be another lousy homebuilder report because the Fed is raising rates, which he calls the bane of the housing market. He compares it to weak Lennar results and sees no reason for KB Home to do well in this rate environment.
SMB momentum favors Cintas and Paychex.
Cramer says Cintas and Paychex are both important to small- and medium-sized businesses and are heading into earnings with a full head of steam. He argues the SMB segment remains the hottest part of the economy and historically is not hurt by the first rate hike.
High dividend yield signals trouble.
Cramer sees General Mills' 6.72% dividend yield as a red flag rather than an attraction, because input costs and processed-food pressures are hurting the stock. He says he cannot recommend it.
Brinker has stronger plan than Darden.
Ahead of Darden's earnings, Cramer says Olive Garden is a gold mine but he prefers Brinker International because it has a smaller, stronger game plan and an $11 special that is very good.
Younger memberships and stock weak.
Cramer is cautious on Costco ahead of earnings: the stock is acting poorly, it has not been a good club name, and the company is having trouble getting younger people to sign up. Younger shoppers prefer online, lack large houses, and miss the in-store experience that differentiates Costco.
Micron remains incredibly cheap; don't sell.
Cramer tells a longtime Micron holder not to sell, calling Micron incredibly cheap at about 13 times earnings, or maybe six times next year's earnings, and noting he holds a giant Micron position in the charitable trust.
Robinhood captures generational wealth transfer.
Tenev says Robinhood is built on the idea of ownership and is positioned for the accelerating transfer of more than $100 trillion from older to younger generations. Active traders are the engine that brings customers in, and Robinhood then deepens relationships through retirement accounts with a 3% match, credit cards, prediction markets, tokenization, and Trump accounts. He expects prediction markets to diversify beyond sports and become a broad way to monetize views on crypto legislation, Fed rates, and other events.
Copper setup favors selling.
Cramer, relying on Larry Williams' charts and commitments-of-traders data, says copper is extremely overvalued, commercial hedgers are heavily net short while speculators are crowded long, hyperscalers are substituting fiber for copper, and Fed tightening is a headwind. The 300-day cycle is rolling over and a failed breakout makes the setup bearish; he would sell copper, FCX, and Southern Copper on Monday.
Industrial AI drives Siemens growth.
Busch says Siemens combines the real and digital worlds, using industrial AI and digital twins to design, manufacture, and operate factories without hallucinations on the shop floor. Siemens already automates roughly every third production line globally, holds valuable engineering data through its PLM software, and is growing in the U.S. across digital industries, smart infrastructure, rail, and electrification, with the U.S. as its fastest-growing market and a major investment destination.
Rate hikes hurt Rocket Mortgage.
Cramer cannot recommend Rocket Mortgage because rate hikes are the worst thing for mortgage originators. He notes the stock may have priced in one hike, but not the multiple hikes that could be coming, so the risk/reward is unfavorable.
Navitas is good spec, not great.
Cramer views Navitas Semiconductor as a good speculative semiconductor idea because of its Nvidia partnership, but not a great one because the company is not making money. He is reluctant to recommend unprofitable companies during a rate-hike cycle.
This CNBC video, published September 19, 2026,
features Jim Cramer, Vlad Tenev, Roland Busch
discussing AAPL, OKTA, KBH, CTAS, PAYX, GIS, EAT, COST, MU, HOOD, COPPER, FCX, SCCO, SIEMENS, RKT, NVTS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Vlad Tenev,
Roland Busch
· Tickers:
AAPL,
OKTA,
KBH,
CTAS,
PAYX,
GIS,
EAT,
COST,
MU,
HOOD,
COPPER,
FCX,
SCCO,
SIEMENS,
RKT,
NVTS
