Observed Signal · Aug 4, 2026 · Earnings Report · Source: CNBC Technology · Impact: 2/5 · Sentiment: Positive
Cramer on next move after tech stock rallies
CNBC Investing Club host Jim Cramer recapped a morning meeting after markets rallied on strong corporate earnings and easing Middle East tensions. Treasury Secretary Scott Bessent said the U.S. is in talks with Iran and a deal to reopen the Strait of Hormuz could come imminently, sending oil lower. AI and data-center stocks extended gains; Cramer said Intel is "finally flying" and remains his preferred AI play. Boeing rose after a BNP Paribas upgrade, falling oil prices and FAA certification of the 737 Max 7. Microsoft continued gains while Amazon fell 2.5% after founder Jeff Bezos disclosed plans to sell roughly $4 billion of stock. Several other names were noted in a rapid-fire segment, and Cramer’s Charitable Trust holds AMZN, BA, INTC and MSFT.
Market commentary highlighting earnings-driven rallies, AI/data-center strength, and notable corporate actions (Bezos stock sale, FAA certification) — relevant to investors but not a major industry-shifting AdTech/MarTech development.
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Key Takeaways & Evidence Grounding
- Stocks rose Tuesday as strong corporate earnings and easing tensions in the Middle East sent the S&P 500 and Dow Jones Industrial Average to intraday highs.
- Treasury Secretary Scott Bessent said the United States is in talks with Iran and a deal to reopen the Strait of Hormuz could come "today or tomorrow," and West Texas Intermediate crude fell to roughly $76 a barrel.
- Jim Cramer said Club holding Intel is "finally flying" and is still his favorite way to play the AI trade.
- BNP Paribas double-upgraded Boeing to outperform, and the Federal Aviation Administration certified the 737 Max 7; Boeing shares were on track for their highest close since May 13.
- Microsoft was on track for a fifth straight day of gains while Amazon slipped 2.5% after founder Jeff Bezos disclosed plans to sell roughly $4 billion of stock; Microsoft and Amazon surged 27% and 17% respectively since their recent earnings.
Connected Companies & Entities
10 Entities mapped“Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET....”
“Jim said Club holding Intel is “finally flying” and is still his favorite way to play the AI trade....”
“Shares of Club name Boeing were on track for their highest close since May 13 after three positive developments reinforced the company’s tur...”
“BNP Paribas also double-upgraded Boeing to outperform after maintaining a bearish rating on the stock since November 2025, citing improving ...”
“Microsoft was on track for a fifth straight day of gains, while Amazon slipped 2.5% after founder Jeff Bezos disclosed plans to sell roughly...”
“Microsoft was on track for a fifth straight day of gains, while Amazon slipped 2.5% after founder Jeff Bezos disclosed plans to sell roughly...”
“Stocks covered in Tuesday’s rapid fire at the end of the video were: Caterpillar , Palantir , Merck , Pfizer , McDonald’s , and Danaher ....”
“© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company....”
“Stocks covered in Tuesday’s rapid fire at the end of the video were: Caterpillar , Palantir , Merck , Pfizer , McDonald’s , and Danaher ....”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Cramer: Tech Earnings Week to Test AI-Fueled Rally
CNBC’s Jim Cramer said the market’s recent rally — led by data-center and AI-related stocks — has driven the S&P 500 and Nasdaq Composite to record highs and warned that a packed week of tech earnings will determine whether the surge can continue. He outlined a day-by-day slate of corporate reports (Verizon, Nucor, Corning, Robinhood, Bloom Energy, Starbucks, Microsoft, Amazon, Meta, Alphabet, Eli Lilly, Apple, Sandisk, Western Digital, Chevron and Exxon) and highlighted areas investors should watch, including data-center demand, AI product metrics (e.g., Microsoft’s Copilot), memory shortages benefiting Sandisk/Western Digital, and macro considerations tied to the Federal Reserve. Disclosure: Cramer’s Charitable Trust owns shares in several of the companies named in the piece.
Cramer: Look beyond tech amid AI uncertainty
Jim Cramer advised investors to reduce exposure to technology stocks amid heightened uncertainty in the AI trade, recommending putting new money into high-quality companies outside tech for lower volatility. He named financials and industrials such as Goldman Sachs, Wells Fargo, FedEx, FedEx Freight, Honeywell and Boeing as attractive alternatives and said his CNBC Investing Club Charitable Trust owns those names. Cramer said he remains bullish on long-term AI chip leaders Nvidia and Intel, calling Nvidia dominant in data centers and describing Intel as a "triple play" because of its CPU, packaging and foundry businesses. He is waiting for a broader washout in technology before adding meaningfully to the sector.
Cramer Recommends Amazon and Nvidia After Big Tech Earnings
Published April 30, 2026, this CNBC Investing Club recap covers Jim Cramer’s Morning Meeting reaction to a busy night of Big Tech earnings. Cramer named Amazon as a buy after mixed results from the hyperscalers — Alphabet, Amazon, Microsoft and Meta Platforms — noting Alphabet was the only gainer and Meta the worst performer. He described the recent drop in Nvidia shares as “fear talking,” urged holders not to sell, and suggested investors without a position could consider buying Nvidia ahead of its upcoming report. The piece also highlights market breadth: the S&P 500, Nasdaq and Dow were tracking strong monthly gains, and mentions hyperscalers’ investments in custom silicon (Google’s TPUs, Amazon’s Trainium).
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