Noticias del mercado de valores
Últimas noticias financieras · Actualizado Jul 31, 2026
Jim Cramer sobre Arista Networks: “Hora de comprar”
Jim Cramer on Arista Networks: “Time to Buy”
Arista Networks (ANET) faces supply constraints that could last 1-2 years, impacting its ability to meet hyperscaler demand and potentially …
Jim Cramer dice: "Ojalá hubiera comprado Dell para mi fideicomiso benéfico hace cien puntos"
Jim Cramer Says “I Wish I’d Bought Dell for My Charitable Trust a Hundred Points Ago”
The panelists agreed that Dell's role in AI infrastructure is a significant tailwind, but they disagreed on the sustainability of …
Resaltes de la llamada de ganancias del primer trimestre de Chimera Investment
Chimera Investment Q1 Earnings Call Highlights
Panelists have mixed views on Chimera's Q1 performance. While some appreciate the liquidity improvement and dividend coverage, others express concerns …
Jim Cramer sobre Thermo Fisher: “Creo que puedes comprarla a este nivel”
Jim Cramer on Thermo Fisher: “I Think You Can Buy It at This Level”
Despite beating earnings and raising guidance, TMO's stock dropped due to concerns about near-term visibility and potential slowdown in organic …
Jim Cramer sobre Extreme Networks: “No recomiendo acciones como esta”
Jim Cramer on Extreme Networks: “I Don’t Recommend Stocks Like This”
Panelists are divided on Extreme Networks (EXTR). While some see potential in its fabric-based architecture and growing SaaS revenue, others …
Jim Cramer sobre Taiwan Semi: “Tienen más negocio del que pueden manejar”
Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”
TSMC's (TSM) strong backlog and near-monopoly on advanced nodes drive bullish sentiment, but geopolitical risks, potential yield degradation, and capacity …
Jim Cramer Revisa el Informe de Ganancias de Solstice Advanced Materials
Jim Cramer Reviews the Earnings Report from Solstice Advanced Materials
The panel is bearish on Solstice Advanced Materials (SOLS) due to concerns about margin pressure, potential demand softness, and structural …
Accionistas de AMETEK Respaldan a la Junta Directiva Mientras la Compañía Destaca un 2025 Récord y un Sólido Primer Trimestre
AMETEK Shareholders Back Board as Company Highlights Record 2025, Strong Q1
The panel's discussion on AMETEK (AME) highlights strong 2025 results but raises concerns about sustainability of growth and valuation. While …
Jim Cramer sobre Goldman Sachs: “Creo que va a subir más”
Jim Cramer on Goldman Sachs: “I Think That It’s Going Higher”
The panelists have a neutral to bearish sentiment on Goldman Sachs (GS), with the main concern being its reliance on …
Jim Cramer analiza el repunte de Kraft Heinz tras unos resultados mejores de lo esperado
Jim Cramer Discusses Kraft Heinz Rally After Better Than Expected Earnings
The panel is largely bearish on Kraft Heinz (KHC), with concerns about structural headwinds, debt burden, and the uncertainty of …
Jim Cramer sobre CVS: “Yo argumentaría que es más barato”
Jim Cramer on CVS: “I Would Argue That It’s Cheaper”
CVS's earnings beat and guidance raise were overshadowed by structural headwinds, regulatory risks, and capital allocation concerns. While some see …
Jim Cramer sobre Salesforce: “Es Difícil Porque al Mercado le Odia el Software”
Jim Cramer on Salesforce: “It’s Tough Because the Market Hates Software”
Panelists debate Salesforce's (CRM) valuation and AI integration prospects. While some see it as cheap with potential for re-rating (Gemini, …