Mad Money w/ Jim Cramer 10/8/26

Diversification beyond AI/data-center stocks protected portfolios when an OpenAI revenue scare hit the whole AI complex.

• OpenAI revenue scare: An FT report suggested OpenAI's revenue could run roughly $20 billion below expectations, triggering a sharp selloff in NVIDIA, Broadcom, Google and the AI complex; Cramer says he got no confirmation it's accurate.
• Diversification saved the day: While AI/data-center names got crushed, Home Depot jumped over 3% (up $9) after the 30-year Treasury auction eased rate fears, and McDonald's traded near $131 at 17.2x forward earnings, a discount versus its historical mid-20s multiple.

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