CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26

Cramer views SpaceX's reported $40 billion NVIDIA chip-buying push as live proof of Jensen Huang's compute-leasing model, bullish for NVIDIA.

• Bond market as signal: Cramer flags the 1 p.m. $39 billion 10-year note auction as a key catalyst—if yields fall and bonds rally afterward, stocks could see a 'rip-roaring rally.'
• Yields already elevated: The 10-year touched 5.35% and the 30-year hit 5.7% earlier in the session, though both were off their highs by morning.

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.