Mad Money w/ Jim Cramer 10/7/26

Cramer says AI/data-center stocks now trade immune to Treasury-auction and credit-market stress that still governs the rest of corporate America.

• Two-tier credit market: Cramer says AI/data-center names (chips, power, cybersecurity) are insulated from Treasury auction jitters while old-economy sectors (finance, autos, retail, entertainment) remain fully credit-correlated; he cites SpaceX seeking a $40 billion loan to buy NVIDIA chips at near-Treasury rates versus Skydance's battered 8% bonds.
• Levi Strauss beats, raises guide: CEO Michelle Goss reported ~5% organic growth, 6% wholesale growth, 13% China growth, and said U.S./Europe DTC weakness already reversed to positive in Q4.

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