Thursday, June 25, 2026

Cramer's First Hour -- Thursday -- June 25, 2026

Locator: 51052MARKET.

Most surprising headline:

This really begs the question! The marketing chief was the scapegoat for an amazingly bad decision by the CEO who had the support of the board of directors? See this post.

Memory shortage: the current DRAM and NAND flash shortage is overwhelmingly driven by large data centers (LDCs). The rapid build-out of artificial intelligence infrastructure and cloud computing has led to a structural reallocation of manufacturing capacity, causing severe supply constraints and surging prices for consumer devices.

Anticipation: 

Apple: raises prices on many items -- significantly. AAPL down $12; down 4%.

  • inflation
  • memory shortage 
 Tim Cook announced his retirement just in time. Was he asleep at the wheel on this one? 

MU: right now, up 200 points. 

  • memorty shortage will go on longer than expected 
  • it appears CNBC finally getting exited about this 

CAT: accounts for 200 points of the jump in the Dow in early trading. 

Wash: GDP up more than expected; inflation up more than expected. 

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