We recently published 14 Stocks Jim Cramer Talked About. Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer talked about. Even though Apple Inc. (NASDAQ:AAPL)’s shares have remained muted, Cramer has continued to defend the stock. The shares are down by 8.3% year-to-date. UBS recently discussed the stock as it kept a Neutral rating and a $280 share price target. The investment bank pointed o...
We recently published 14 Stocks Jim Cramer Talked About. Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer talked about. Even though Apple Inc. (NASDAQ:AAPL)’s shares have remained muted, Cramer has continued to defend the stock. The shares are down by 8.3% year-to-date. UBS recently discussed the stock as it kept a Neutral rating and a $280 share price target. The investment bank pointed out that Apple Inc. (NASDAQ:AAPL) could benefit from iPhone strength as it heads into its upcoming earnings. UBS added that it expects iPhone sell-through for December to sit between 84.5 million to 85 million units to mark as much as a 13% annual growth. Goldman Sachs reiterated an Outperform rating and a $330 share price target. The bank commented that Apple Inc. (NASDAQ:AAPL) continues to benefit from strong consumer demand, particularly for the iPhone. As for Cramer, he continues to believe that the firm’s Services business is performing well. The CNBC TV host holds the opinion that it is better to own rather than trade Apple Inc. (NASDAQ:AAPL)’s shares. In this appearance, he linked the share price weakness with cost control: Jim Cramer Reveals Why Apple (AAPL) Stock is Struggling “Now Apple’s been going down, because Apple’s perceived to be, somebody has to eat the margin.” While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
We recently published 14 Stocks Jim Cramer Talked About. Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer talked about. Even though Apple Inc. (NASDAQ:AAPL)’s shares have remained muted, Cramer has continued to defend the stock. The shares are down by 8.3% year-to-date. UBS recently discussed the stock as it kept a Neutral rating and a $280 share price target. The investment bank pointed o...
We recently published 14 Stocks Jim Cramer Talked About. Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer talked about. Even though Apple Inc. (NASDAQ:AAPL)’s shares have remained muted, Cramer has continued to defend the stock. The shares are down by 8.3% year-to-date. UBS recently discussed the stock as it kept a Neutral rating and a $280 share price target. The investment bank pointed out that Apple Inc. (NASDAQ:AAPL) could benefit from iPhone strength as it heads into its upcoming earnings. UBS added that it expects iPhone sell-through for December to sit between 84.5 million to 85 million units to mark as much as a 13% annual growth. Goldman Sachs reiterated an Outperform rating and a $330 share price target. The bank commented that Apple Inc. (NASDAQ:AAPL) continues to benefit from strong consumer demand, particularly for the iPhone. As for Cramer, he continues to believe that the firm’s Services business is performing well. The CNBC TV host holds the opinion that it is better to own rather than trade Apple Inc. (NASDAQ:AAPL)’s shares. In this appearance, he linked the share price weakness with cost control: Jim Cramer Reveals Why Apple (AAPL) Stock is Struggling “Now Apple’s been going down, because Apple’s perceived to be, somebody has to eat the margin.” While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
We recently published 14 Stocks Jim Cramer Talked About. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the largest memory chip manufacturers in the world. Its position in the industry, courtesy of the ability to manufacture advanced memory chips, has enabled the firm to carve out a key position for itself in the AI e...
We recently published 14 Stocks Jim Cramer Talked About. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the largest memory chip manufacturers in the world. Its position in the industry, courtesy of the ability to manufacture advanced memory chips, has enabled the firm to carve out a key position for itself in the AI ecosystem. Consequently, Micron Technology, Inc. (NASDAQ:MU)’s shares are among the top performers on the market and are up by 279% over the past year. Cramer also frequently discusses the firm in his morning appearances. One factor that has crossed his radar is the memory shortage, which has benefited Micron Technology, Inc. (NASDAQ:MU). The CNBC TV host has ardently pointed out how he was enthusiastic about the firm even before its CEO. The shortage was also on TD Cowen’s mind recently, as it raised the share price target to $450 from $300 and kept a Buy rating. In this appearance, Cramer discussed a facility that Micron Technology, Inc. (NASDAQ:MU) is building to meet the shortage: Jim Cramer Says Micron (MU) Ceo Is "Doing an Amazing Job" “Take a listen to what happened with Micron, with Sanjay Mehrotra. They’re building a plant that is going to make it so that they can meet demand. But that plant doesn’t come due until 2030. Now I think Sanjay’s doing an amazing job.” While we acknowledge the potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
We recently published 14 Stocks Jim Cramer Talked About. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the largest memory chip manufacturers in the world. Its position in the industry, courtesy of the ability to manufacture advanced memory chips, has enabled the firm to carve out a key position for itself in the AI e...
We recently published 14 Stocks Jim Cramer Talked About. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the largest memory chip manufacturers in the world. Its position in the industry, courtesy of the ability to manufacture advanced memory chips, has enabled the firm to carve out a key position for itself in the AI ecosystem. Consequently, Micron Technology, Inc. (NASDAQ:MU)’s shares are among the top performers on the market and are up by 279% over the past year. Cramer also frequently discusses the firm in his morning appearances. One factor that has crossed his radar is the memory shortage, which has benefited Micron Technology, Inc. (NASDAQ:MU). The CNBC TV host has ardently pointed out how he was enthusiastic about the firm even before its CEO. The shortage was also on TD Cowen’s mind recently, as it raised the share price target to $450 from $300 and kept a Buy rating. In this appearance, Cramer discussed a facility that Micron Technology, Inc. (NASDAQ:MU) is building to meet the shortage: Jim Cramer Says Micron (MU) Ceo Is "Doing an Amazing Job" “Take a listen to what happened with Micron, with Sanjay Mehrotra. They’re building a plant that is going to make it so that they can meet demand. But that plant doesn’t come due until 2030. Now I think Sanjay’s doing an amazing job.” While we acknowledge the potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Taiwan Semiconductor Manufacturing will benefit from the same tailwinds in 2026 as it did in 2025. In January 2025, I predicted that Taiwan Semiconductor Manufacturing (TSM +2.21%) would rocket higher throughout the year. That prediction ended up being dead-on, as the stock soared nearly 54% higher throughout 2025. That's an impressive one-year return for the computer chip manufacturer and it woul...
Taiwan Semiconductor Manufacturing will benefit from the same tailwinds in 2026 as it did in 2025. In January 2025, I predicted that Taiwan Semiconductor Manufacturing (TSM +2.21%) would rocket higher throughout the year. That prediction ended up being dead-on, as the stock soared nearly 54% higher throughout 2025. That's an impressive one-year return for the computer chip manufacturer and it would cause some investors to hesitate on the stock, thinking it has already had its run. But I'm not ready to give up on TSMC's stock yet. Almost everything that I discussed in that article in early 2025 is still relevant today, and even if you missed out on 2025's run, I think that TSMC is well-positioned to deliver similar results in 2026. AI spending is still occurring at a high level The main case in my 2025 prediction is that TSMC is in a critical spot for the artificial intelligence buildout. While companies like Nvidia or Advanced Micro Devices may grab most of the headlines, the reality is that these companies are fabless chip companies. That means they design the chip, but they have no part in the manufacturing process. One of the key members of this process is TSMC, which actually makes the chips. TSMC is so dominant in this space that there is relatively little competition, and it has captured the majority of the market share in the production of cutting-edge chips. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( 2.21 %) $ 7.24 Current Price $ 334.61 Key Data Points Market Cap $1.7T Day's Range $ 331.46 - $ 337.12 52wk Range $ 134.25 - $ 351.33 Volume 521K Avg Vol 13M Gross Margin 59.02 % Dividend Yield 0.92 % So, when you hear about Nvidia or AMD doing well, or a new data center going up, you can pretty much assume TSMC is also doing well. That's exactly what happened in 2025, and is expected to happen in 2026. In the fourth quarter, TSMC's revenue rose 26% year over year in U.S. dollars -- a strong sign that its clients are still buying as ma...
Key Points TSMC's stock price rose almost 54% in 2025. Management expects strong growth for 2026. 10 stocks we like better than Taiwan Semiconductor Manufacturing › In January 2025, I predicted that Taiwan Semiconductor Manufacturing (NYSE: TSM) would rocket higher throughout the year. That prediction ended up being dead-on, as the stock soared nearly 54% higher throughout 2025. That's an impressi...
Key Points TSMC's stock price rose almost 54% in 2025. Management expects strong growth for 2026. 10 stocks we like better than Taiwan Semiconductor Manufacturing › In January 2025, I predicted that Taiwan Semiconductor Manufacturing (NYSE: TSM) would rocket higher throughout the year. That prediction ended up being dead-on, as the stock soared nearly 54% higher throughout 2025. That's an impressive one-year return for the computer chip manufacturer and it would cause some investors to hesitate on the stock, thinking it has already had its run. But I'm not ready to give up on TSMC's stock yet. Almost everything that I discussed in that article in early 2025 is still relevant today, and even if you missed out on 2025's run, I think that TSMC is well-positioned to deliver similar results in 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » AI spending is still occurring at a high level The main case in my 2025 prediction is that TSMC is in a critical spot for the artificial intelligence buildout. While companies like Nvidia or Advanced Micro Devices may grab most of the headlines, the reality is that these companies are fabless chip companies. That means they design the chip, but they have no part in the manufacturing process. One of the key members of this process is TSMC, which actually makes the chips. TSMC is so dominant in this space that there is relatively little competition, and it has captured the majority of the market share in the production of cutting-edge chips. So, when you hear about Nvidia or AMD doing well, or a new data center going up, you can pretty much assume TSMC is also doing well. That's exactly what happened in 2025, and is expected to happen in 2026. In the fourth quarter, TSMC's revenue rose 26% year over year in U.S. dollars -- a strong sign that its clients are still buying as many chips as they can get their hands...
Justin Paget/DigitalVision via Getty Images The term the past is prologue is often important for investors. While history seldom repeats itself, obviously, historical events usually set the stage for the future. In order to invest for the future, people need to have an understanding of what has happened in the past. Even though the recent annual rate of inflation of 2.7 percent came in ahead of th...
Justin Paget/DigitalVision via Getty Images The term the past is prologue is often important for investors. While history seldom repeats itself, obviously, historical events usually set the stage for the future. In order to invest for the future, people need to have an understanding of what has happened in the past. Even though the recent annual rate of inflation of 2.7 percent came in ahead of the Fed 's stated target of 2 percent , the central bank is likely to continue to ease rates with job growth slowing and middle- and low-income consumers still struggling with high prices and above-average debt levels. The current, more dovish rate cycle should remain for some time. Two sectors that should benefit significantly from what is likely to be an extended cycle of lower rates are the utility and infrastructure industries. These sectors tend to carry more debt and also often be more capital intensive; lower borrowing costs usually give companies in these industries significantly more financial flexibility. One of the better-performing investments that is focused on the utility and infrastructure sectors is the Cohen & Steers Infrastructure Fund ( UTF ). UTF is also a leveraged fund that relies in part on variable rate financing to provide investors with additional income while maximizing total returns as well. Data by YCharts The Cohen & Steers Infrastructure Fund has offered investors total returns of 228.1 percent over the last 10 years, while the S&P 500 ( SPY ) has offered investors total returns of 327 percent during this same time period. Still, has significantly underperformed the S&P 500 for much of the last 3 years as rates remained higher. Data by YCharts UTF offered investors total returns of 27 percent over the last 3 years, while the S&P 500 offered investors total returns of 81 percent during this same time period. I last wrote about the Cohen & Steers Infrastructure Fund in April of 2025, when I upgraded the investment to a hold . I am upgrading this i...