Mad Money w/ Jim Cramer 10/6/26

Cramer says AI-linked stocks are driving virtually all market gains, with CVS and ON Semiconductor offering value amid AI-adjacent overhangs.

• AI as the only game: Cramer says AI-related names are driving nearly all market gains; Dow +253, S&P +0.58%, Nasdaq +0.45%, with non-AI sectors stuck absent falling rates/inflation.
• Three camps framework: He rejects the dot-com-bubble view, likes 'secular growth' reasoning (Constellation Energy +12% on a 20-year nuclear deal with Google; Vistra, GE Vernova also rallied), but favors a third 'what could possibly go right' lens on Meta, Microsoft, AMD, Intel, CrowdStrike.

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.