Observed Signal · Oct 29, 2026 · Earnings Report · Source: CNBC Technology · Impact: 2/5 · Sentiment: Positive
Cramer Sees Opportunity Amid Tech Turmoil, FedEx Holiday Win
In the CNBC Investing Club's Morning Meeting, Jim Cramer identified buying opportunities amid a broad tech selloff triggered by disappointing Alphabet earnings, despite Microsoft's strong quarter and Azure growth. He praised Microsoft's AI expansion and financial discipline while criticizing indiscriminate selling. Eli Lilly surged to an all-time high after a beat-and-raise quarter, with Cramer highlighting efforts to improve treatment tolerability and the Medicare GLP-1 Bridge program's success. FedEx reported better-than-expected results but issued a softer Q4 forecast due to higher costs; Cramer predicted FedEx would surpass UPS in the holiday season and expressed confidence in margin improvements by 2027. Amazon and Intel were set to report earnings after the bell.
This is a daily market recap from Jim Cramer, focusing on stock movements and earnings for tech and logistics companies. While it provides insight into investor sentiment, it is not directly related to AdTech/MarTech innovations or major platform changes. It does mention Alphabet and Microsoft, which are relevant to the advertising ecosystem, but the article's primary focus is on stock trading advice and general market analysis, not advertising technology developments.
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Key Takeaways & Evidence Grounding
- Alphabet's shares tumbled after missing revenue expectations, with Search underperforming for a second straight quarter.
- Microsoft's Azure revenue growth accelerated; the company delivered a strong quarter despite the tech selloff.
- Eli Lilly shares hit an all-time high after a beat-and-raise quarter, driven by demand for its obesity and diabetes drugs.
- FedEx reported better-than-expected quarterly results but gave a softer-than-expected fourth-quarter forecast.
- Jim Cramer predicted FedEx would surpass rival UPS during the holiday shipping season.
- Amazon and Intel were scheduled to report earnings after the bell.
Connected Companies & Entities
7 Entities mapped“FedEx reported better-than-expected quarterly results Wednesday and raised its full-year earnings outlook.”
“Alphabet tumbled after missing revenue expectations, despite strong growth in Google Cloud.”
“Microsoft initially higher, succumbed to the tech selloff despite delivering a strong quarter.”
“Eli Lilly shares surged to an all-time high Thursday after a strong beat-and-raise quarter.”
“Jim predicted FedEx will surpass rival UPS for the first time.”
“After the bell, Amazon and Intel report earnings.”
“After the bell, Amazon and Intel report earnings.”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Cramer: Buy Nvidia, Trim Arm, FedEx Has 30% Upside
A CNBC Investing Club recap of Jim Cramer’s Morning Meeting on May 21, 2026, covered market moves and trade calls. Stocks fell after U.S. oil topped $100, weighing on sentiment. Cramer characterized Nvidia’s post‑earnings pullback as a buying opportunity for gradual position building. Nvidia’s earnings call highlighted demand for an Arm‑based Vera CPU and management projected roughly $20 billion in CPU‑related revenue, which helped lift Arm Holdings shares. After a strong run in Arm, Cramer recommended taking some profits. Citi reinstated a buy rating on FedEx with a $443 price target and noted a freight spinoff effective June 1; Cramer said FedEx could reach $500 (~30% upside) and the Investing Club began a FedEx position earlier in the week. Other stocks briefly discussed included Walmart, Ralph Lauren, Deere and Intuit.
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.
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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