'I Don't Know John Ternus,' Jim Cramer Says — but He Trusts Tim Cook's Word on Apple's Next CEO - Apple (
Jim Cramer recommended buying Cisco (CSCO) after its strong Q4 2026 results and conservative FY 2027 guidance. Apple (AAPL) remains a good buy, he said, despite an upcoming CEO transition. Apple's event on Sept. 9 will introduce John Ternus as CEO. Vale (VALE) was downgraded by B of A Securities. ERock (EROC) reported better-than-expected Q2 results, but Cramer prefers CoreWeave (CRWV).
How this was made
The 30-second read
Why it matters
Provides limited actionable insight; most information repeats known earnings or scheduled events.
Market read
Minor relevance; primarily opinion and price snapshots without fresh corporate disclosures.
What to watch
Apple’s upcoming product announcements could outweigh CEO transition talk.
Background
The article is a commentary segment from CNBC’s Mad Money Lightning Round, featuring analyst opinions and brief price recaps.
Ticker impact
Cramer recommended buying Cisco after its better‑than‑expected Q4 2026 results and raised guidance.
Potential modest upside in intraday trading.
Guidance above consensus and analyst endorsement suggest near‑term buying pressure.
Cramer called Apple a "good buy" ahead of its September 9 event and new CEO transition.
Limited short‑term move; watch event for direction.
Commentary repeats existing expectations; no fresh data.
Cramer mentioned using Vale shares to hedge against inflation.
Unlikely to affect price materially.
Commentary does not introduce new information about Vale.
Cramer discussed ERock's better‑than‑expected Q2 results and dismissed it in favor of CoreWeave.
Possible short pressure.
Earnings beat is factual, but analyst sentiment is unfavorable.
Cramer suggested CoreWeave as the preferred play over ERock.
Potential upside if investors follow recommendation.
Analyst recommendation can move small‑cap stocks.
Market effects
Tech earnings and CEO transition may influence broader hardware and software stocks.
US market sentiment modestly affected by mixed analyst commentary.
Limited; no macro or geopolitical drivers.
Counterpoint
Cramer’s bullish take on Cisco may be overstated given broader market caution.
Key entities
- AnalystJim Cramer
Host of Mad Money, offering stock recommendations.
- ExecutiveTim Cook
Apple CEO, referenced for endorsement of new CEO.
