Jim Cramer Likes Founder Of AI Company, But Stock Is 'Losing A Fortune' And There's 'Too Much Hype There'
Portfolio Pulse from Lisa Levin
Jim Cramer shared his opinions on several stocks during CNBC's 'Mad Money Lightning Round.' He expressed optimism for HubSpot (HUBS) and CrowdStrike (CRWD), caution for New York Community Bancorp (NYCB) and Albemarle Corporation (ALB), and skepticism for Chewy (CHWY) due to competition from Amazon (AMZN). He was not favorable towards Sarepta Therapeutics (SRPT) and C3.ai (AI) due to financial losses and hype. Cramer saw potential in Leonardo DRS (DRS) and recommended US Bancorp (USB) for those interested in regional banks. He also mentioned concerns about Brown-Forman Corporation (BF-B) related to potential trials for heavy drinkers.
November 15, 2023 | 2:03 pm
News sentiment analysis
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NEGATIVE IMPACT
Cramer is critical of C3.ai's performance and financial losses, despite liking the founder, due to excessive hype and hope.
Cramer's critique of C3.ai's financial performance and the hype surrounding it could lead to negative investor sentiment and a drop in stock price.
CONFIDENCE 75
IMPORTANCE 75
RELEVANCE 80
NEGATIVE IMPACT
Cramer believes lithium prices are falling and sees Albemarle Corporation as not being in the right place currently.
Cramer's prediction of declining lithium prices could negatively impact Albemarle's stock as investors may expect reduced profitability.
CONFIDENCE 70
IMPORTANCE 65
RELEVANCE 70
NEGATIVE IMPACT
Cramer sees Brown-Forman as a good company but warns of potential risks if trials for heavy drinkers emerge.
Cramer's concern about potential trials affecting heavy drinkers could create uncertainty among investors, possibly impacting Brown-Forman's stock negatively.
CONFIDENCE 65
IMPORTANCE 55
RELEVANCE 60
NEGATIVE IMPACT
Cramer is cautious about New York Community Bancorp, citing a tough environment despite lower rates.
Cramer's negative view on the banking environment could lead to bearish sentiment among investors, potentially affecting NYCB's stock negatively.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Cramer is avoiding Sarepta Therapeutics due to its significant financial losses and history of disappointing investors.
Cramer's negative stance on Sarepta Therapeutics, highlighting financial losses, could deter investors and pressure the stock price.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 75
NEUTRAL IMPACT
Amazon's competitive presence in the market is acknowledged by Cramer as a challenge for Chewy's growth prospects.
Amazon is not the focus of Cramer's analysis, but its role as a competitor to Chewy is noted, which could have a neutral impact on its stock.
CONFIDENCE 65
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Cramer is uncertain about Chewy's upside due to competition from Amazon, despite acknowledging the stock is bottoming.
While Cramer notes Chewy's stock is bottoming, the competition from Amazon may limit investor enthusiasm, leading to a neutral impact.
CONFIDENCE 65
IMPORTANCE 55
RELEVANCE 60
POSITIVE IMPACT
Cramer remains a supporter of CrowdStrike and its leadership, believing the company will continue to perform well.
Cramer's endorsement of CrowdStrike's performance and leadership could bolster investor confidence, potentially lifting the stock price.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Cramer is positive about the prospects of Leonardo DRS, indicating a belief in the company's future performance.
Cramer's positive outlook on Leonardo DRS's prospects could encourage investor confidence, potentially leading to an uptick in the stock price.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 65
POSITIVE IMPACT
Jim Cramer is optimistic about HubSpot, likening it to a 'mini-Salesforce' with incredible growth, and anticipates the stock will rally.
Cramer's positive outlook on HubSpot's growth could influence investor sentiment and drive short-term buying interest.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Cramer recommends US Bancorp for those interested in regional banks, suggesting it's a solid choice in the sector.
Cramer's recommendation of US Bancorp as a solid regional bank could attract investor interest, potentially boosting the stock price.
CONFIDENCE 70
IMPORTANCE 65
RELEVANCE 70