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Berita keuangan terbaru · Diperbarui Jul 31, 2026
Jim Cramer tentang Arista Networks: “Waktunya Beli”
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 Berkata “Saya Berharap Saya Membeli Dell untuk Dana Amal Saya Seratus Poin Lalu”
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 …
Sorotan Panggilan Pendapatan Kuartal I 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 tentang Thermo Fisher: “Saya Tahu Anda Dapat Membelinya pada Level Ini”
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 tentang Extreme Networks: “Saya Tidak Merekomendasikan Saham Seperti Ini”
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 tentang Taiwan Semi: “Mereka Punya Lebih Banyak Bisnis Daripada yang Bisa Ditangani”
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 Mengulas Laporan Pendapatan 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 …
Pemegang Saham AMETEK Mendukung Dewan Direksi Seiring Perusahaan Menyoroti Rekor 2025, Q1 yang Kuat
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 tentang Goldman Sachs: “Saya Pikir Akan Naik Lebih Tinggi”
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 Membahas Reli Kraft Heinz Setelah Pendapatan Lebih Baik dari Perkiraan
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 tentang CVS: “Saya Berpendapat Bahwa Harganya Lebih Murah”
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 tentang Salesforce: “Ini Sulit Karena Pasar Membenci Perangkat Lunak”
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, …