Jim Cramer - Mad Money

They reported a terrific quarter today, talking about rising demand. Shares climbed at first, but the sector, including SK Hynix sank, and ASML shares still tumbled 4% today. Stay in the game.

Sell? You kidding me? This is a winner in this environment. Pray it falls a few more bucks before adding more, even at 40x PE.

Yesterday, they reported a revenue miss but an earnings beat at 13% earnings growth. Net interest income was light, and net interest margin was stable and came in higher than expected, slightly (they've missed this 9 of the last 10 quarters). Numbers grew in investment banking though the trading and wealth management businesses came up short. Cost controls remain, though. Shares fell 3% yesterday, so he'd buy on this pullback.

They just reported a clear top and bottom line miss, though net interest income beat. The non-interest income and asset management missed. Expenses rose faster than revenue. Shares fell at first, but recovered when management offered a a positive forecast. Overall, results were mixed but the outlook makes this a winner.

It just reported. The CEO has turned around the company the last few years and shares have rallied like crazy. Citi posted a clean top and bottom line beat with earnings up 27% year over year. Net interest income beat, but non-interest income missed. This was Citi's best Q3 revenue in a decade, and they raised their full-year net interest guidance. But shares fell 5.6% yesterday and down 1.8% today. Can't explain the decline, but he suspects it was punished for its outperformance recently. He still believes in Citi's turnaround.

It was hit with a $1.2 billion fine for money laundering. They just reported a top and bottom line miss with earnings down 13% the past year. Net interest income and non- both missed. Investment banking fees fell 11%, sales and trading -5% and commodities and fixed income -17%. Not a good quarter.

This has sunk a lot since last July, sinking from $1,154 to under $894 before yesterday when it reported. They reported a monster top and bottom line beat, 23% revenue growth, and 39% earnings growth. Global markets and banking revenues were up 32%, investment banking fees 21%, and equity revenues up 72%. Though fixed income, commodities and currencies was flat (for every bank too). Asset and wealth management was stable, up 10% from the previous quarter. Expenses were better than expected. GS benefitted from the data centre build out though M&A is slow. And yet, shares were down yesterday and today (by 1.5%). Market skeptics feel the boom time is over, though he disagrees.

After reporting, shares fell 1.8% and down 2.8% today. They just reported: revenues beat, investment and trading were up 18%, also beating, equities were strong, though fixed income missed. Wealth management grew 10% and beat, and investment beat though fell 12%. Problem is, investors are worried about inflation.

It sells at 10x PE. Not a fan, though he likes the CEO.

It's recovered 71% after a brutal 2025, including a bump last August on reports on a takeover. At the end of August, they reported a strong quarter. Yesterday's analyst day saw them re-affirm financial targets, including their Anthropic partnership. It's foolish to think that AI would make WDAY obsolete. In fact, WDAY bought an AI company to integrate into their services.

It's losing too much money, and rates are going up which doesn't help.

It's valued too high now. Wait for a 10% drop.

It's good at a 15x PE. After spending time in the $80's, it will go up.

It's losing a lot of money.