CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26

Cramer favors buying Goldman Sachs into earnings and prefers software names like Salesforce and ServiceNow over battered chip stocks like Intel and Micron.

• Goldman Sachs buy call: Cramer recommends buying Goldman Sachs ahead of bank earnings, noting it's up only 1.7% for the year despite a big recent move.
• Wells Fargo also in focus: Wells Fargo and Goldman kick off bank earnings; Cramer cites a Morgan Stanley upgrade on Wells last week pointing to NIM stabilization and undervalued ROTCE improvement.

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.