Jim Cramer explains how younger buyers are driving market action
"Long story short, these younger investors reward bold behavior," he said. "They punish companies like Apple, which seems to have an aversion to being bold and, instead, like to buy back stock. That's anathema to these younger buyers — to them, buying back stock is what you do when you've run out of ideas."
According to Cramer, there is "a whole host of stocks that are roaring on what can only be described as a re-valuation of growth or animal spirits." For example, he said, younger investors like Robinhood because it's using blockchain to trade stocks in private companies — an idea that some more experienced investors find questionable. But to "fresher-faced buyers," the development seems like clever financial engineering that should be encouraged. Robinhood finished Monday up 12.77% and hit a new 52-week high.
He also listed Reddit, DoorDash, Cava and Palantir as stocks that have garnered support from newer investors, saying it's possible they could yield immense earnings some day. Reddit could become the next Meta, Cramer suggested, saying the online forum has strong advertising capabilities. DoorDash, too, he continued, could turn out to be "an advertising power house."
Cramer said that younger investors are less concerned about the Federal Reserve's next move. He also suggested that Wall Street more broadly is in an "idea market" that focuses on the power of individual stocks — instead of an environment dominated by hedge funds where investors primarily look to the Fed.
"We're now in a story-dominated market, even as the coverage is still all about the next quarter point from the Fed and what the hedge funds are doing about it," he said. "I say that's for the institutions trying to beat the indices by a percent or two. That's not worth it anymore. These days, they are about people trying to get rich with ideas. Who's right? Easy, those who embrace stocks, not indices."
Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter.Disclaimer The CNBC Investing Club Charitable Trust owns shares of Meta.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
31 minutes ago
- Yahoo
Jim Cramer drops blunt eight-word verdict on rising tech stock
Jim Cramer drops blunt eight-word verdict on rising tech stock originally appeared on TheStreet. Jim Cramer, host of CNBC's popular TV show "Mad Money," isn't known for shying away from sharing his opinionated takes on the markets. Whether a stock is decades old or newly launched, nothing escapes his close scrutiny. Cramer recently dropped his bold verdict on Circle Internet Group (NYSE: CRCL). "Circle is one the red hot griddle tonight," the veteran analyst wrote on X on June 30. Circle is a prominent crypto company that issues the USDC stablecoin. A stablecoin is a type of cryptocurrency that tries to maintain a stable value, unlike traditionally volatile cryptocurrencies such as Bitcoin. Pegged 1:1 to the U.S. dollar, Circle's USDC is the second-largest stablecoin behind Tether's USDT. With a market cap of $61.39 billion, USDC accounts for nearly 25% of the total stablecoin market cap of $253.65 billion, as per DeFiLlama. Join the discussion with CryptoWendyO on . Founded in 2013, Circle went public on June 5, 2025, as it opened at $69 on the New York Stock Exchange (NYSE), around 125% higher than the IPO price of $31. As the U.S. Senate passed the stablecoin regulation-related GENIUS Act on June 17, the stock skyrocketed 30% to around $200 the next day. The stock has not escaped Cramer's scrutiny, who last week said Circle "has a bright future in the red-hot Stablecoin market." In fact, analysts at the brokerage firm Bernstein have granted an outperform rating and a price target of $230 to the CRCL stock. "We view CRCL as an investor must-hold, to participate in the new internet-scale financial system built for the next decade," analysts led by Gautam Chhugani wrote. The CRCL stock closed at $181.29 on June 30, up 0.48% a day. Jim Cramer drops blunt eight-word verdict on rising tech stock first appeared on TheStreet on Jun 30, 2025 This story was originally reported by TheStreet on Jun 30, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Cloudflare Blocks AI Bots by Default
Cloudflare (NYSE:NET) slides 6.6% after announcing it will block AI crawlers by default and give publishers control over content access. The move makes Cloudflare the first major internet infrastructure provider to require permissionor compensation via its private-beta pay per crawl featurebefore automated bots can scrape data for AI training or inference. Warning! GuruFocus has detected 4 Warning Sign with NET. Under the new settings, site owners can whitelist specific crawlers, designate their purpose, and enforce usage terms, putting creators back in the driver's seat amid surging AI demands. CEO Matthew Prince warned that unchecked scraping threatens a free and vibrant Internet, and said the policy shift safeguards the future by balancing innovation with creator rights. He noted that pay-per-crawl lets publishers charge AI firms for access, though it's limited to trusted partners in beta today. Reddit (NYSE:RDDT) co-founder Steve Huffman backed the change, calling for transparency on crawler identities and intent. Cloudflare also published a supporter list spanning more than 20 media and tech organizationsincluding The Associated Press, The Atlantic, BuzzFeed, TIME and Universal Music Groupunderscoring broad industry demand for a permission-based model. The timing coincides with rising tensions over AI's use of unlicensed content: recent estimates suggest AI crawlers have ingested billions of web pages without attribution or compensation. By defaulting to block, Cloudflare shifts the burden to AI companies to negotiate access terms and could spark similar moves by competitors. While the policy may slow some data collection, Cloudflare believes most publishers will see revenue upside from licensing fees and stronger IP protections. This article first appeared on GuruFocus. Sign in to access your portfolio
Miami Herald
an hour ago
- Miami Herald
Amazon CEO makes a seemingly impossible promise
Twenty years ago, if you needed something fast, you had two options at your disposal: drive to a store to get it, or pay a high price to FedEx for overnight shipping. Amazon saw an opportunity in that and launched its Amazon Prime subscription service, which hinged on the promise of the fastest shipping America had ever seen. Don't miss the move: Subscribe to TheStreet's free daily newsletter Most items showed up in two days or less, which not only amazed customers, but also tapped into the rush of impulse buying. It was easy, "free" (as long as you subscribed to Amazon Prime, that is), and unlike anything else out there. Related: An unpleasant change is coming to Amazon Prime Amazon Prime memberships hit 180 million in March 2024, and even though it flattened after the pandemic for a while, it had since recovered - an impressive feat, as the program is now 20 years old. But Amazon has never been a company to remain content, even when its achieving things no other company has done. CEO Andy Jassy made that clear during a recent interview, disclosing that his next goal for the e-commerce company is to turn up the volume on what it's already done. In an interview with CNBC's Jim Cramer on June 30, Cramer asked Jassy about the company's plans to use robots to make deliveries, thereby speeding up the process. More Retail: Huge retail chain suddenly closing hundreds of storesMajor retailer scores huge benefit from Joann bankruptcyHome Depot, Target, Ulta and more strike back at retail crime "I don't think we need a robot to be able to cut it down," Jassy told Cramer. "I think with what we're doing with Prime Air, which is our drones project which we've made so much progress on the last couple years, I actually believe we'll be able to get items to people inside of an hour, and maybe even as quickly as 30 minutes." Related: Amazon shuts down another key business location Jassy did pivot back to Cramer's original robot question, though, saying he does foresee a future where robots are involved in delivery. "I do believe over time, especially as we expand the use of robotics in our fulfillment network, that we will have robots that will help do delivery and transportation," he continued. While Amazon's use of drones for delivery may seem like a new thing, it's actually a project that's been around since Jeff Bezos was CEO. Amazon first announced plans to use the technology in 2013. Amazon took its time on developing the process, finally obtaining FAA approvals and launching drone deliveries in 2022 in Lockeford, Calif., and College Station, Texas. Amazon also aims to launch delivery in San Antonio, Texas, by the end of the year. Amazon also revealed in mid-June that it's added a total of 750,000 robots across its operations network since 2012. In a recent press release about adding faster delivery to rural areas, Amazon made it clear that it's not done picking up speed - and it's ready to run even faster. "After delivering to Prime members at record-breaking speeds in 2023 and 2024, we are continuing to innovate to deliver even faster in 2025. So far this year, the number of items delivered the same or next day in the U.S. increased over 30% compared to the same period last year," the release said. Related: Why beauty will be the beast of Amazon Prime Day deals The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
