Jim Cramer Discussed 12 Stocks and Macroeconomic Conditions

Macroeconomic Overview - The yield on the 10 Year Treasury reached 4% first, briefly dipped below 4% to a 52-week low of 3.88 in April, and is currently around 4.15% [2] - Job growth has significantly slowed from over 100,000 jobs added per month in early 2025 to approximately 17,000 jobs per month from June to November, indicating a negative outlook for a tight labor market [3] - Corporate earnings expectations for 2026 have increased from a projected 12% growth to nearly 14%, suggesting a positive trend in earnings growth which is crucial for stock performance [4] Company Insights - NVIDIA Corporation (NASDAQ:NVDA): Despite being impacted by a ban on selling AI chips to China, NVIDIA's stock is up more than 36% for the year. The company is expected to benefit if it can ship its H200 chips to China in the spring [9] - Apple Inc. (NASDAQ:AAPL): The company has successfully navigated tariffs through significant domestic investments, maintaining its status as a "buyback monster" with a 33.7% reduction in share count since 2015. The stock has appreciated 933% over the same period [10]