CNBC Investing Club: Cramer’s Morning Take on Micron 9/30/26

Cramer says NVIDIA must break its old high and watches Micron's 2031 demand-visibility guidance, while Boeing's $20B win is offset by strike and FAA risk.

• Buying the dip selectively: Cramer says the club is buying oversold names but isn't ready to say "buy everything."
• Market breadth diverges: The S&P is near its all-time high but the average stock is underperforming, driven by mega-caps like Meta, Microsoft, and NVIDIA.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.