5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
CNBC’s Jim Cramer is set to host a semiconductor-focused Investing Club call Thursday. The article highlights NVIDIA, AMD, ASML, Lam Research, and Qualcomm with recent results and guidance, including NVIDIA Q1 FY27 revenue of $81.615B and Q2 FY27 revenue guidance of $91.0B, plus AMD Data Center revenue up 107% YoY to $6.7B.
How this was made
The 30-second read
Why it matters
The actionable content is the set of specific forward guidance and segment performance figures for NVDA, AMD, LRCX, ASML, and QCOM, which can drive near-term estimate revisions and momentum trading.
Market read
A multi-name AI semiconductors catalyst recap with forward guidance specifics, likely to reinforce bullish positioning into Thursday’s discussion.
What to watch
It does not quantify order backlog quality, customer concentration, or potential export/regulatory constraints that could offset AI capex optimism.
Background
The article frames five semiconductor stocks as likely discussion topics for Jim Cramer’s Thursday CNBC Investing Club call, citing recent earnings and guidance metrics.
Ticker impact
NVIDIA guided Q2 FY27 revenue to $91.0B with 75% non-GAAP gross margin, plus $80B buyback authorization and $119B supply commitments.
Bullish bias for near-term follow-through, with volatility risk if estimates or supply commitments disappoint.
The article provides specific forward guidance, margin, and buyback/supply numbers, which are direct drivers for valuation and sentiment.
AMD reported Q2 2026 revenue up 50.1% YoY, with Data Center revenue up 107% to $6.718B, and Q3 guidance around $13B.
Likely supportive for the stock versus peers, though the article notes a recent pullback.
The text includes concrete segment growth, operating income swing, and next-quarter revenue guidance, which are actionable for positioning.
Lam Research posted Q4 FY26 revenue of $6.72B (+30% YoY), EPS $1.82 beating consensus, and raised September-quarter revenue and EPS guidance.
Moderately bullish near-term, especially if investors extrapolate AI-driven capex into equipment demand.
The article provides beat details plus specific revenue and EPS guide ranges, which can move expectations.
ASML raised FY2026 revenue guidance to €43-45B and outlined capacity additions for low NA EUV, with gross margin guidance 54-56%.
Supportive for upside revisions in semicap estimates, with sensitivity to capacity execution.
The text includes explicit guidance ranges and a quantified capacity plan, both of which are key for forward demand modeling.
Qualcomm’s Q3 FY26 non-GAAP EPS was $2.21, missing consensus, while automotive revenue grew 61% YoY to $1.588B under a BMW chip supply deal.
Choppy bias: automotive narrative may cushion, but the EPS miss can cap upside until next prints.
The article gives both the miss and the automotive growth plus a named long-term BMW supply deal, creating competing signals.
Market effects
Reinforces AI capex strength across GPUs, semicap equipment, and leading-edge lithography, supporting broader semiconductors sentiment.
Primarily US-listed names, but ASML guidance can influence European semicap sentiment and supply-chain expectations.
AI infrastructure buildout signals continued global demand for compute and manufacturing equipment, affecting worldwide semiconductor demand forecasts.
Counterpoint
The piece is a curated Cramer-style watchlist, so it may over-weight narrative strength versus valuation risk and near-term estimate dispersion.
Key entities
- companyNVIDIA
Guided Q2 FY27 revenue to $91.0B with 75% non-GAAP gross margin, plus $80B buyback authorization.
- companyAdvanced Micro Devices
Reported Q2 2026 revenue up 50.1% YoY, with Data Center revenue up 107% to $6.718B, and Q3 guidance around $13B.
- companyLam Research
Posted Q4 FY26 revenue $6.72B (+30% YoY) and provided September-quarter revenue and EPS guidance ranges.
- companyASML
Raised FY2026 revenue guidance to €43-45B and outlined low NA EUV capacity additions for 2027 and beyond.
- companyQualcomm
Q3 FY26 EPS missed consensus, but automotive revenue grew 61% YoY and included a long-term BMW chip supply deal.
