Schneider Electric reported record quarterly sales and strong 2026 guidance, boosted by surging demand from AI data centers. ...

Core Viewpoint - The share prices of small quantum computing companies have surged recently, but investor sentiment has turned cautious due to concerns over tech stock overexposure, geopolitical risks, and tariffs. A recommended strategy for investors is to consider Alphabet as a stable investment in the quantum computing space. Group 1: Alphabet's Position in Quantum Computing - Alphabet is making significant advancements in quantum computing, having released the Willow chip in 2024, which reduces quantum computing error rates substantially [5] - The company is progressing through a defined roadmap with six milestones, currently at the third milestone, aiming to build a large, error-corrected one-million-qubit quantum computer [6] - Alphabet's established presence in technology allows it to invest heavily in emerging tech without needing immediate returns, as evidenced by its financial success with $2.87 in earnings per share and $102 billion in sales for Q3 2025 [7] Group 2: Alphabet's Broader Technological Leadership - Alphabet is a leading player in artificial intelligence (AI), with 750 million monthly active users of Google Gemini and a recent multibillion-dollar deal to provide the AI model for a new version of Apple's Siri [8] - In the autonomous vehicle (AV) sector, Alphabet's Waymo self-driving car service is operational in six U.S. cities and plans to expand to over a dozen by the end of the year, positioning itself well to capitalize on the opening commercial market [9]

Rambus Inc. (NASDAQ:RMBS) is one of the stocks that was on Jim Cramer’s radar recently. When a caller asked about the stock, Cramer remarked: Oh, yeah, Rambus has not kept pace. It’s not kept pace with the others. I think you could, in that space, I do prefer Texas Instruments. I think that they are a better buy as is Analog Devices. Photo by Adam Nowakowski on Unsplash Rambus Inc. (NASDAQ:RMBS) develops memory interface chips and silicon IP that help systems move and secure data more efficiently. Dur ...

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks that was on Jim Cramer’s radar recently. A caller inquired if it was time to “dip a speculative toe in the water,” and here’s what Cramer had to say in response: No, I’ll tell you the truth. I mean, I would rather have you, if you’re going to do that, buy Dell. Although Dell is about to report on the 26, but Super Micro is in my no-fly zone. I’m sorry. Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels S ...

Vertiv Holdings Co (NYSE:VRT) is one of the stocks that was on Jim Cramer’s radar recently. Starting the lightning round, a caller inquired about the stock, and Cramer commented: Well, Vertiv’s the best one. No, Vertiv’s the best. I love Vertiv. That’s, of course, the chairman of that is Dave Cote. It just had a very big jump, so it might pull back because the market’s gotten ugly. But just be aware, it’s a very good company. Stock market data. Photo by Burak The Weekender on Pexels Vertiv Holdings Co ...

Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks that was on Jim Cramer’s radar recently. When a caller inquired about the stock during the episode, Cramer said: Here’s my problem with Robinhood. It sells at 30 times earnings, but it has way too much business that I think is crypto. And until they get so that the balance is less crypto and more say equities and bonds, I think it’s going to be too volatile, and it’s going to trade like Bitcoin. Photo by Adam Nowakowski on Unsplash Robinhood M ...

Company Overview - Snowflake Inc. (NYSE:SNOW) provides a cloud platform that enables organizations to consolidate their data for analysis, application development, information sharing, and AI-driven business solutions [2]. Market Sentiment - Jim Cramer highlighted Snowflake as a stock to watch, indicating that it may become too cheap to ignore as earnings reports from major enterprise software companies are released [1]. - Cramer expressed surprise at the negative market reaction to Snowflake's recent quarterly performance, suggesting that the quarter was not as bad as perceived and reaffirmed confidence in the company's CEO, Sridhar Ramaswamy, labeling the stock as a buy [2]. Investment Considerations - While Snowflake is recognized for its potential as an investment, there are opinions suggesting that other AI stocks may present greater upside potential with less downside risk [3].

Core Insights - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is currently viewed as an expensive stock despite its strong business fundamentals, particularly in the context of AI's impact on cybersecurity [1] - The company provides cloud-based cybersecurity solutions, protecting endpoints, cloud systems, identities, and data [3] Investment Perspective - There is a belief that while CrowdStrike has potential, other AI stocks may offer greater upside potential and lower downside risk [4]

Group 1 - Cadence Design Systems, Inc. (NASDAQ:CDNS) is recognized for its AI-powered software and hardware used in designing complex electronic systems, including chips and Printed Circuit Boards [2][3] - The company is considered a critical player in the semiconductor industry, providing essential tools for designing chips that power advanced technologies such as smartphones, computers, autonomous vehicles, and AI systems [3][4] - Cadence has shown resilience in the market, with its stock rallying after strong quarterly performance, indicating a potential floor for its valuation amidst competitive threats from AI [1][2] Group 2 - Rothschild & Co Wealth Management highlighted Cadence as a recent investment, emphasizing its role in providing tools necessary for chip design in today's technology landscape [2] - The company is viewed as a durable, high-quality compounder in a structurally growing industry, aligning with investment strategies focused on long-term growth [3] - While Cadence is not as widely recognized as other tech giants, its software is deemed essential for the development of cutting-edge chips, which are foundational for modern AI applications [4]

Core Viewpoint - Take-Two Interactive Software, Inc. is viewed positively by Jim Cramer despite recent challenges posed by Google's Project Genie, which has negatively impacted the gaming industry [1][3]. Company Performance - Take-Two Interactive is known for popular games such as Grand Theft Auto, Red Dead Redemption, and BioShock [3]. - The company reported solid quarterly results and a strong full-year forecast, with the highly anticipated Grand Theft Auto VI set to release in November [3]. - Despite these positive indicators, the stock experienced a decline of over 5% on the day of the report, following a significant drop earlier in the week [3]. Industry Context - The gaming industry has faced a sell-off due to fears of disruption from artificial intelligence, particularly following the announcement of Google's Project Genie, which allows users to create video games using AI [1][3]. - The negative sentiment has affected various companies within the gaming sector, including Roblox, Unity Software, and AppLovin, in addition to Take-Two Interactive [1].