Jim Cramer commented on the financial health of chip companies, noting that he exited Broadcom due to financing plans while defending Nvidia against critiques.

The entities involved

• Broadcom →

  American semiconductor manufacturer

  • Broadcom secures multi-year AI compute agreements with Meta and OpenAI, while also assisting Google with advanced chip designs.Mon 15:40
  • Nvidia, Broadcom, Marvell Technology, AMD, and Qualcomm are currently competing in the high-stakes AI chip market.Mon 15:32
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
• Jim Cramer →

  American stockbroker, television personality, author

  • Jim Cramer offers market commentary on Target Corporation's performance.Sun 22:26
  • Mastercard is noted to be benefiting from the economic tailwinds of Trump-era tariffs and onshoring policies.Sun 15:21

Related events

• Jim Cramer argues that Nvidia's valuation is currently absurd as competitors AMD and Broadcom develop alternatives to Nvidia's technology.Sep 2
• Jim Cramer suggests that Nvidia needs to implement a massive buyback program for its stock.Sep 2
• Jim Cramer discussed Broadcom's company guidance regarding payout increases on September 1, 2026.Sep 3
• Nvidia announced a $13 billion acquisition of Hugging Face, while Jim Cramer discussed Nvidia's competitive strategy against AMD and Broadcom.Sep 4
• Jim Cramer recommended buying stock for both CrowdStrike and Nvidia on September 26, 2026.Sat 09:53