Jim Cramer:英特尔遭遇残酷的板块轮动
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1. News • 4 minutes ago Wall Street is looking for follow-through on the AI trade heading into earnings season (https://finance.yahoo.com/markets/article/market-is-becoming-more-discerning-wall-street-weighs-next-catalyst-for-ai-trade-114052280.html?.tsrc=fin-notif)
2. News • 13 hours ago The PC market is headed for trouble, and you can blame the memory crisis (https://finance.yahoo.com/technology/article/the-pc-market-is-headed-for-trouble-and-you-can-blame-the-memory-crisis-124253089.html?.tsrc=fin-notif)
3. News • 15 hours ago President Trump's claims that gas prices are falling collide with pump prices rising for the first time in weeks (https://finance.yahoo.com/economy/article/trumps-claims-that-gas-prices-are-falling-collide-with-pump-prices-rising-for-the-first-time-in-weeks-172358526.html?.tsrc=fin-notif)
4. Breaking News • 15 hours ago The complaint alleges a coordinated effort to steal Apple's trade secrets, escalating tension between the two companies. (https://finance.yahoo.com/technology/ai/articles/apple-sues-openai-two-former-202836629.html?.tsrc=fin-notif)
5. News • 16 hours ago US stocks rose to cap a volatile week as SK Hynix stock popped in its US debut (https://finance.yahoo.com/markets/live/stock-market-today-friday-july-10-dow-sp-nasdaq-113921604.html?.tsrc=fin-notif)
6. News • 19 hours ago Fed's message to Congress: We will bring down inflation (https://finance.yahoo.com/economy/policy/article/feds-message-to-congress-we-will-bring-down-inflation-160111719.html?.tsrc=fin-notif)
7. Breaking News • 21 hours ago Chip giant SK Hynix jumps 14% in US market debut (https://finance.yahoo.com/technology/article/chip-giant-sk-hynix-jumps-14-in-us-market-debut-193700352.html?.tsrc=fin-notif)
8. News • 21 hours ago A record number of tech stock insiders are buying their own shares (https://finance.yahoo.com/markets/article/a-record-number-of-tech-stock-insiders-are-buying-their-own-shares-in-2026-133810825.html?.tsrc=fin-notif)
9. News • 22 hours ago Trump refuses to sign major housing affordability bill. It's about to become law anyway. (https://finance.yahoo.com/real-estate/article/trump-refuses-to-sign-major-housing-affordability-bill-in-protest-its-about-to-become-law-anyway-100000072.html?.tsrc=fin-notif)
10. News • 23 hours ago US stocks wavered as investors looked ahead to SK Hynix's mega US IPO (https://finance.yahoo.com/markets/live/stock-market-today-friday-july-10-dow-sp-nasdaq-113921604.html?.tsrc=fin-notif)
11. News • yesterday Nasdaq's hottest winners just fell behind (https://finance.yahoo.com/markets/article/nasdaqs-hottest-winners-just-fell-behind-chart-of-the-day-100000829.html?.tsrc=fin-notif)
12. News • yesterday SK Hynix is set to go public Friday after pricing its US share sale at $149 per ADS, targeting a roughly $28 billion raise (https://finance.yahoo.com/technology/article/sk-hynix-to-price-us-ipo-at-149-per-depository-share-report-193700352.html?.tsrc=fin-notif)
13. News • yesterday Marc Andreessen, a former Walmart CEO, and a former Bank of England governor are among those tapped to help overhaul the Fed (https://finance.yahoo.com/economy/policy/article/fed-chairman-warsh-announces-task-force-heads-203423866.html?.tsrc=fin-notif)
14. News • yesterday The Nasdaq led markets higher as chip stocks rebounded and oil fell (https://finance.yahoo.com/markets/live/stock-market-today-thursday-july-9-us-strikes-iran-223149196.html?.tsrc=fin-notif)
15. News • yesterday Strait of Hormuz traffic is near a standstill again, but analysts say 'the world has adapted' (https://finance.yahoo.com/markets/article/strait-of-hormuz-traffic-is-near-a-standstill-again-but-analysts-say-the-world-has-adapted-164641420.html?.tsrc=fin-notif)
16. News • yesterday Wall Street's next AI trade is smaller than a grain of rice (https://finance.yahoo.com/markets/article/wall-streets-next-ai-trade-is-smaller-than-a-grain-of-rice-one-big-idea-100100993.html?.tsrc=fin-notif)
17. News • yesterday The 'Magnificent 7' stocks are trading at their cheapest valuation in more than a decade (https://finance.yahoo.com/markets/article/the-magnificent-7-stocks-are-trading-at-their-cheapest-valuation-in-more-than-a-decade-131922532.html?.tsrc=fin-notif)
18. Breaking News • yesterday US stocks edge higher as focus turns to AI and US-Iran hostilities flare up (https://finance.yahoo.com/markets/live/stock-market-today-thursday-july-9-us-strikes-iran-223149196.html?.tsrc=fin-notif)
19. News • 2 days ago Thanks to a quirk of constitutional law, a major housing affordability bill could become law without Trump's signature. (https://finance.yahoo.com/real-estate/article/a-major-housing-affordability-bill-is-about-to-become-law-even-without-trumps-signature-100000072.html?.tsrc=fin-notif)
20. News • 2 days ago A major IPO and a crucial test for the chip trade lands Friday. Here's what to expect. (https://finance.yahoo.com/technology/article/sk-hynix-ipo-to-give-us-investors-bigger-bite-of-the-memory-pie-as-shortages-persist-193700352.html?.tsrc=fin-notif)
21. News • 2 days ago Nvidia stock hasn’t been this cheap since before the AI boom. Here’s what analysts say about buying the dip. (https://finance.yahoo.com/markets/article/nvidias-1-trillion-rout-do-you-buy-or-sell-the-stock-here-190000970.html?.tsrc=fin-notif)
22. Breaking News • 2 days ago SpaceX stock hits new low, falling below IPO opening price (https://finance.yahoo.com/markets/stocks/article/spacex-hits-all-time-low-dips-below-ipo-opening-price-as-rival-blue-origin-seeks-new-funding-155049263.html?.tsrc=fin-notif)
23. News • 2 days ago The Dow and S&P 500 retreated as oil jumped amid renewed US-Iran tensions (https://finance.yahoo.com/markets/stocks/live/stock-market-today-wednedsay-july-8-dow-sp-nasdaq-fall-oil-rise-230111117.html?.tsrc=fin-notif)
24. News • 2 days ago Bond yields jump as surging oil prices spark renewed inflation fears (https://finance.yahoo.com/markets/article/bond-yields-jump-as-surging-oil-prices-spark-renewed-inflation-fears-155546872.html?.tsrc=fin-notif)
25. News • 2 days ago The major indexes sank to session lows as US-Iran tensions flared, pushing oil higher (https://finance.yahoo.com/markets/stocks/live/stock-market-today-wednedsay-july-8-dow-sp-nasdaq-fall-oil-rise-230111117.html?.tsrc=fin-notif)
26. News • 2 days ago Trump muses about taking over Kharg Island, new blockade in Strait of Hormuz (https://finance.yahoo.com/markets/article/we-may-just-do-it-without-a-deal-trump-muses-about-new-blockade-in-strait-of-hormuz-taking-over-kharg-island-144455155.html?.tsrc=fin-notif)
27. News • 2 days ago US stocks fell after Trump declared the US-Iran ceasefire 'over' (https://finance.yahoo.com/markets/stocks/live/stock-market-today-wednedsay-july-8-230111117.html?.tsrc=fin-notif)
28. News • 2 days ago Oil prices jump as Trump says US-Iran deal is 'over' (https://finance.yahoo.com/markets/article/oil-prices-jump-as-trump-says-us-iran-deal-is-over-125954818.html?.tsrc=fin-notif)
29. News • 3 days ago Big Tech is dodging the chip stocks wipeout (https://finance.yahoo.com/markets/article/big-tech-is-dodging-the-chip-stocks-wipeout-alphacheck-100000687.html?.tsrc=fin-notif)
30. News • 3 days ago SpaceX drops below its IPO price and enters post-honeymoon faith phase (https://finance.yahoo.com/technology/article/spacex-stock-now-enters-the-post-honeymoon-faith-phase-002636880.html?.tsrc=fin-notif)
31. News • 3 days ago Live trading at the Texas Stock Exchange in Dallas is set to start on Friday, July 10. (https://finance.yahoo.com/markets/stocks/articles/texas-stock-exchange-live-dallas-163127390.html?.tsrc=fin-notif)
32. News • 3 days ago The Trump administration wants its websites to be shiny. An Airbnb founder is helping. (https://finance.yahoo.com/economy/article/the-government-wants-its-websites-to-be-as-shiny-as-silicon-valleys-an-airbnb-founder-is-helping-153012092.html?.tsrc=fin-notif)
33. News • 3 days ago After approximately three weeks in public markets, SpaceX's stock price is roughly in line with where it began trading. (https://finance.yahoo.com/markets/stocks/article/spacex-stock-drops-despite-flood-of-bullish-wall-street-ratings-153809443.html?.tsrc=fin-notif)
34. News • 3 days ago The Dow, S&P 500, and Nasdaq retreated as chip stocks sank and oil spiked (https://finance.yahoo.com/markets/live/stock-market-today-sp-500-nasdaq-futures-slip-after-samsung-results-spark-chip-sell-off-223015294.html?.tsrc=fin-notif)
35. News • 3 days ago Micron, Samsung, SK Hynix drag memory stocks into a bear market (https://finance.yahoo.com/markets/article/micron-samsung-sk-hynix-just-dragged-memory-stocks-into-a-bear-market-154549356.html?.tsrc=fin-notif)
36. News • 3 days ago Consumers dread rising healthcare and rent costs, New York Fed survey finds (https://finance.yahoo.com/economy/article/consumers-dread-rising-healthcare-rent-costs-new-york-fed-150000217.html?.tsrc=fin-notif)
37. News • 3 days ago Wall Street floods SpaceX with bullish ratings as quiet period ends (https://finance.yahoo.com/markets/stocks/article/wall-street-floods-spacex-with-bullish-ratings-as-quiet-period-ends-153809443.html?.tsrc=fin-notif)
38. News • 3 days ago Your retirement savings will likely be invested in SpaceX sooner or later. Here's what to know. (https://finance.yahoo.com/news/as-spacex-joins-the-nasdaq-100-its-stock-could-show-up-in-your-401k-heres-what-to-know-110835130.html?.tsrc=fin-notif)
39. News • 4 days ago The world's largest IPO is entering the Nasdaq-100 after only 15 trading days. Here's what that means. (https://finance.yahoo.com/markets/article/spacex-is-entering-the-nasdaq-100--heres-what-it-could-mean-for-the-stock-chart-of-the-day-100000973.html?.tsrc=fin-notif)
40. News • 4 days ago Cybersecurity stocks are pushing toward record highs as AI concerns fade (https://finance.yahoo.com/markets/article/softwares-strongest-pocket-is-back-near-records-chart-of-the-day-165443761.html?.tsrc=fin-notif)
41. News • 4 days ago Here's how Michael Saylor's Strategy may have helped soften the bitcoin sell-off (https://finance.yahoo.com/markets/crypto/article/michael-saylors-strategy-may-have-saved-bitcoin-from-a-bigger-sell-off-a-balancing-force-in-the-market-154525468.html?.tsrc=fin-notif)
42. News • 4 days ago Here's how Michael Saylor's Strategy may have saved bitcoin from a bigger sell-off (https://finance.yahoo.com/markets/crypto/article/michael-saylors-strategy-may-have-saved-bitcoin-from-a-bigger-sell-off-a-balancing-force-in-the-market-154525468.html?.tsrc=fin-notif)
43. News • 4 days ago Markets cheered the US-Iran ceasefire, but a lasting deal is still a 'coin flip' (https://finance.yahoo.com/markets/article/why-the-us-iran-peace-deal-remains-the-key-market-risk-factor-for-the-rest-of-the-year-171351504.html?.tsrc=fin-notif)
44. News • 4 days ago The Dow climbed above 53,000, while tech drove gains for the Nasdaq and S&P 500 (https://finance.yahoo.com/markets/stocks/live/stock-market-today-monday-july-6-nasdaq-sp-rise-225645420.html?.tsrc=fin-notif)
45. News • 4 days ago The Nasdaq led US stocks higher as AI jitters eased (https://finance.yahoo.com/markets/stocks/live/stock-market-today-monday-july-6-225645420.html?.tsrc=fin-notif)
46. News • 5 days ago Surprising bull market wrinkle could drive stocks even higher (https://finance.yahoo.com/markets/article/this-surprising-wrinkle-in-the-2026-bull-market-could-drive-stocks-higher-120223653.html?.tsrc=fin-notif)
47. News • 5 days ago Markets look for signs of a rate hike this year, and investors are preparing for the beginning of earnings season (https://finance.yahoo.com/economy/article/rate-hike-readjustment-and-ai-hardware-momentum-what-to-watch-this-week-160059243.html?.tsrc=fin-notif)
48. News • 5 days ago The Strait of Hormuz has reopened. Here's why that might be a problem for the oil market (https://finance.yahoo.com/markets/article/the-strait-of-hormuz-has-reopened--why-that-might-be-a-problem-for-the-oil-market-chart-of-the-day-145149603.html?.tsrc=fin-notif)
49. News • 5 days ago Wall Street sees more upside in stocks for the second half of 2026 (https://finance.yahoo.com/markets/article/its-a-bull-market-wall-street-sees-more-upside-in-stocks-for-the-second-half-of-2026-120220657.html?.tsrc=fin-notif)
50. News • 5 days ago AI bubble fears, the endless K-shaped economy, and insane hyperscaler capex spending kick off the summer (https://finance.yahoo.com/markets/article/ai-bubble-fears-the-endless-k-shaped-economy-and-insane-hyperscaler-capex-spending-123000856.html?.tsrc=fin-notif)
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Intel (INTC) Was A Brutal Rotation, Says Jim Cramer
Ramish Cheema
Sat, July 11, 2026 at 8:54 AM EDT 2 min read
• INTC -2.40% (https://finance.yahoo.com/quote/INTC/)
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks (https://www.insidermonkey.com/blog/jim-cramer-insisted-recent-ai-chip-selloff-wasnt-a-bottom-discussed-these-17-stocks-1796345/). Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over the year and year-to-date, the stock is up by 343% and 165%, respectively. However, in July, Intel Corporation (NASDAQ:INTC)'s stock is down by 23%. On June 29th, Cantor Fitzgerald raised the share price target to $150 from $90 and kept a Neutral rating on the shares. As part of its coverage, the financial firm remarked that Intel Corporation (NASDAQ:INTC) at the center of a generational semiconductor cycle driven by the booming demand for AI chips. Cramer discussed the recent movement in the shares and cautioned against reading into the dip too much:
"GEV, CAT, INTC–no top just a brutal rotation"
https://s.yimg.com/lo/mysterio/api/2DD1EAE455A9BB2AD862C474F32CAD0D2159C0AC65C77055874F9E2E50B6ABD2/subgraphmysterio/resizefit_w960;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Finsidermonkey.com%2Fc733024354f85bf66c2873d40a34fc49
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer
Aoris Investment Management discussed Intel Corporation (NASDAQ:INTC) in itsQ1 2026 investor letter (https://www.insidermonkey.com/blog/intel-corporation-intc-lagged-behind-tech-shifts-1787434/):
"Customer needs evolve, and good businesses evolve with them. Those that don't are more vulnerable to technological change.Intel Corporation(NASDAQ:INTC) perhaps knew more about microprocessors than anyone two decades ago, but it was rigid and inflexible in its thinking. With its belief that what matters most is the computational power of its chips, it missed the rising importance of battery life and with it, the vast opportunity in mobile phones."
While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thehttps://www.insidermonkey.com/blog/three-megatrends-one-overlooked-stock-massive-upside-1548959/best short-term AI stock (https://www.insidermonkey.com/blog/three-megatrends-one-overlooked-stock-massive-upside-1548959/).
• *READ NEXT:****33 Stocks That Should Double in 3 Years (https://www.insidermonkey.com/blog/33-stocks-that-should-double-in-3-years-1709437/)and****Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy** (https://www.insidermonkey.com/blog/cathie-wood-2026-portfolio-10-best-stocks-to-buy-1716175/).
Disclosure: None. Follow Insider Monkey on Google News (https://news.google.com/publications/CAAqLQgKIidDQklTRndnTWFoTUtFV2x1YzJsa1pYSnRiMjVyWlhrdVkyOXRLQUFQAQ?hl=en-US&gl=US&ceid=US%3Aen).
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