We recently explored a list of stocks that Jim Cramer discussed, focusing on how International Business Machines Corporation (NYSE:IBM) compares to others. Cramer shared his thoughts on the current market dynamics during a CNBC broadcast. Despite concerns from various sources, he noticed that the S&P index remained steady. Cramer emphasized a positive sentiment surrounding the President’s strategies for business, suggesting that the market isn’t as precarious as some claim.
He pointed out that when the President makes strong statements about trade, other countries often respond with a willingness to negotiate, indicating that these strategies might be working. Cramer questioned why investors might consider selling stocks, asserting that skepticism about the President’s approach could drive such decisions. However, he vocalized his belief in the current successes seen in the market.
Cramer also addressed a note from JPMorgan regarding potential unfriendliness towards businesses. He argued that deregulation is something many businesses want and are receiving, even if the timing wasn’t perfect. Cramer’s reflections show a mixed perspective on the administration’s business policies, acknowledging that while there might be a perception of anti-business sentiment, there are significant positive shifts happening.
Interestingly, he noted his surprise at the President’s approach towards China, as he expected more severe tariffs, which did not materialize. This indicates a more diplomatic stance than expected, leaving room for potential agreements.
Cramer mentioned, “If you’re China, you’re likely seeing that this administration wants a deal.”
As for IBM, it’s one of the oldest tech firms, and it has adapted successfully over time. The company has transitioned from personal computing to enterprise software and semiconductor design, thriving in the AI era. IBM’s stock saw a 39% increase over the past year, showcasing its robust recovery, especially after reporting substantial earnings in its AI software segment.
Cramer praised IBM, stating, “They had a remarkably good quarter. Their focus on software is yielding results.”
IBM ranks 11th on Cramer’s list. While he sees its potential, he believes some AI stocks could yield quicker returns. If you’re interested in exploring promising AI investments, there are options available that may outperform IBM at a more attractive price.
In conclusion, Jim Cramer’s insights provide a valuable perspective on navigating investments in a rapidly changing market landscape. Understanding how large firms like IBM are adapting can help inform investment decisions in the tech sector.
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Jim Cramer, Squawk on the Street, International Business, China, President Trump, Peter Navarro
