Mad Money w/ Jim Cramer 10/9/26

Cramer says Tuesday's AI stock selloff over OpenAI's "revenue shortfall" was based on a net-vs-gross accounting mix-up, not real deterioration.

• OpenAI revenue scare debunked: FT's claim that OpenAI's ARR was $20B lower than reported ($50B vs $70B) reflects net-vs-gross accounting, not a real shortfall; NVIDIA fell ~3%, Oracle >5%, CoreWeave 8%.
• Terminology abuse flagged: Cramer argues media wrongly label AI labs' consumption-based revenue as 'annual recurring revenue,' inflating valuations versus true ARR.

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.