Jim Cramer highlighted a potential comeback in technology stocks outside the usual leaders like Nvidia and Microsoft, pointing to companies such as AMD, Arista Networks, and Oracle showing strength. Gains in Broadcom and Micron also suggest a shift toward new tech winners. However, Cramer warned of risks including opposition to data center development and geopolitical tensions from the Iran war, which could hinder a sustained recovery. He advises caution and waiting for stronger market confirmation before heavily investing in tech again.
Jim Cramer's focus on tech stocks beyond the usual giants aligns with notable gains seen on Pluang as of Nov 04, 2026 07:11 WIB. AMD surged 10.60% to USD 516.32, though still below its 52-week high of USD 649.42. Arista Networks climbed 13.06% to USD 185.57, approaching its 52-week peak of USD 216.74, while Oracle rose 5.47% to USD 125.61, well below its 52-week high of USD 257.85. These moves highlight varied momentum among emerging tech names compared to their historical ranges.
Advanced Micro Devices (AMD) reported strong Q3 results, surpassing revenue and earnings per share expectations, driven by robust growth in its Data Center segment. The company's strategic partnerships with AI leaders and the launch of its Helios pla...
Advanced Micro Devices (AMD) reported a strong Q3 with 45% revenue growth, led by a 97% jump in its data center business, which now accounts for two-thirds of total revenue. This growth helped expand margins and operating leverage. Management expects...
Advanced Micro Devices (AMD) reported a strong Q3 with 45% year-over-year revenue growth, driven by a 97% surge in data center revenue that helped expand margins. The company also exceeded its Q4 revenue guidance of $17 billion. However, free cash fl...
Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans ...
AMD, Arista Networks, and Supermicro are set to report earnings after a tough month that saw their stocks fall sharply due to concerns over AI demand and memory costs. Despite strong year-to-date gains, recent declines have raised questions about the...
