Friday, October 16, 2026

Among The Big Five -- India Is The Real Sleeper -- October 16, 2026

Locator: 51962INDIA.

WTI: $98.24.

Cramer's first hour. Jim Cramer has the hour off. His chair occupied by Sara Eisen.  

AI debt fears fuel tech volatility: these fears continue to be the story. 

Going forward: there is so much talk about China that many folks are missing the much bigger story. The bigger story -- the country that is the real sleeper: India. 

We don't need to re-hash what India is doing among countries around the world but population? How does India compare with China?  

India is the world's most populous country, with a population of about 1.48 billion, while China has 1.41 billion people. India has roughly 63.7 million more people (about 4.5% more) than China's.

Time to take a deeper dive into India vs South Korea, Taiwan, and Japan. 

Link here. Link: https://share.google/aimode/gPZa4D2znwrBZsD2S. 

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The Eisenhour

John Ternus, Apple CEO, on cover of Time magazine -- invention of the year.

  • Time considers Apple's first foldable smartphone, the iPhone Duo, to be one of its Best Inventions of 2026. The feature highlights new Apple CEO John Ternus on the cover and details the engineering behind the device's custom hinge and nanotexture display. 
  • Homeview really surprised the average tech consumer. Won't make much money for the company, but will incrementally add more cash from services. 

Coke: KFC switches to Coke (KO). Ends relationship with Pepsi. Stock appreciation over five years:

  • KO: over five years, up 71%.
  • PEP: over five years, down 18%. 

Banks: today, up significantly. BNY up 2.6% at the open. 

Netflix struggling. After ten years is now replacing its content chief hoping to engage viewers.