CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26

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1:02Jim Cramer here to share a short preview of my take on the market from today's members-only CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day at 1020 a.m. Visit CNBC.com slash morning take to sign up today. That's one word, morning take. Well, George Kurtz, CrowdStrike, they were the biggest gainer in the S &P 500 yesterday. Palo Alto Networks was a close second there. And yeah, my takeaways from George is that, him explaining there needs to be another layer of cybersecurity to monitor the agents while they operate. Still kind of reeling from that hugging face incident where the agents went rogue and tried to cover their tracks.

1:53Portfolio-wise, we did nibble on some Micron shares yesterday as the group showed signs of stabilization. Yeah, I mean, today Intel files its Altera comment. Look, I think Intel's still a buy. I think Micron's still a buy. I just want to start with those. Obviously, the Corning, there was some fortuitous timing because it turned out the Corning's doing this at the market sale for$2 billion. Those are the kiss of death. We saw it for Oracle. We actually saw it for AMC. When you do these, every time the stock lifts, you bring out sellers. So I want people to be very careful until they're done their sell program.

2:31And it's certainly, I would say, George Kurtz would tell you, again, if these companies have a problem, they should address the problem. They should put some money toward it instead of just having people just say, you know, whatever they want. Jensen Wong in the all in conference was asked about, are you allowed to say whatever you want on letter X? And he says, externally, what you do is what's done internally. And he doesn't really know what those guys are doing, but he does say, listen, what we're addressing is all these things. And we think about this all the time and where the others should do the same.

3:05So it was really kind of a there was a kind of a sense of a little bit wistful sense of, guys, why are you ruining this? Why should you just spend more money or slow down individually? And it's kind of where I come out. All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates, and may have been previously disseminated by Kramer on television, radio, internet, or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Kramer.

3:37The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment, or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com forward slash investing club disclaimer. Something amazing is happening. Despite a citywide blackout, this company is still up and running. That's because CDW deployed and managed a cost-effective Eaton Triplight Series SmartPro UPS to safeguard equipment easily and reliably. Keep the power on and protect your IT equipment from electrical challenges. Triplight by Eaton and CDW.

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