Wednesday, February 4, 2026

Cramer's First Hour -- First Ten Minutes -- February 4, 2026

Locator: 49907CRAMER.

ApplePay obliterated PayPal -- and ApplePay is so superior to PayPal will have to make major changes to recover. Personally, I don't see it.  

Investing: for the extended family, not for the general public; this is not an investment site -- this is the only way I can get information out to extended family quickly -- 

  • Oracle (ORCL): down again today, significant drop; I bought more shares
  • across the portfolio: fully invested;
  • factoid of the day -- the guy who co-founded SanDisk is now CEO of Micron --

Cramer: lots of "good stuff" over at Corning.

Sweeping layoffs beginWashington Post. Link here.

Ford: January sales down 5.3% year/year; Phil LeBeau blows it off; blames it on the storm.

ADP: came in at 22K, well below forecast of 45K;

  • multi-millionaire Fed members don't feel the pain;
  • it gets tedious. 

Tetanus vaccine: booster -- every 30 years!

AWS: has never retired a Nvidia A100GPU -- demand is so great. Link here. Despite the chip being six years old.

Bananas: price around the world, 513 cities. Link here

  • per pound:
    • NYC, NY: $1.10
    • Dallas, TX: 75 cents
    • Albany, NY: 65 cents 
    • Raleigh, NC: 57 cents