AI disruption fears rock software stocks again. How Jim Cramer is navigating the sell-off
CNBC's Jim Cramer said the sell-off in software reflects a shift in how investors value future growth rather than a collapse in earnings.

CNBC's Jim Cramer said the sell-off in software reflects a shift in how investors value future growth rather than a collapse in earnings.
The "Mad Money" host said "the constant barrage of negativity" can result in investors missing buying opportunities.
AMD, Alphabet and Amazon are among the heavyweight companies reporting earnings in the week ahead.
It's all about the price-to-earnings multiple, Cramer said, describing the figure as the "secret sauce" of a stock's price.
Shares of Microsoft fell almost 10% Thursday while Meta jumped roughly 10% after earnings from both tech giants Wednesday.
"Shortages are true north" for investors, CNBC's Jim Cramer said Wednesday.
Cramer says avoid buying Micron, Western Digital, Seagate and Sandisk stocks right now.
President Donald Trump is a force to be reckoned with in the stock market — but whether he's helping or hurting companies depends on where they sit.
"The fundamentals that have pushed gold up are still there," Agnico Eagle CEO Ammar Al-Joundi told Jim Cramer.
"Stocks don't go down because people are in a bad mood," CNBC's Jim Cramer said Monday.
Cramer on Friday also named which stocks investors should consider buying after earnings.
"I think that the money will ultimately flow back to most" of the Magnificent Seven stocks, CNBC's Jim Cramer said.
"You should get plenty of good buying opportunities over the next three years," CNBC's Jim Cramer said Wednesday.
CNBC's Jim Cramer said Tuesday he's worried about frothiness in certain pockets of the market.
As shares of Micron headed higher on Friday, CNBC's Jim Cramer explained why he thinks chip stocks still have room to run.
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
CNBC's Jim Cramer walked investors through next week on Wall Street.
CNBC's Jim Cramer on Thursday praised Morgan Stanley and Goldman Sachs.
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
CNBC's Jim Cramer reviewed Thursday's market action.
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
CNBC's Jim Cramer on Wednesday parsed earnings results from major banks.
CNBC's Jim Cramer parsed Wednesday's session.
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.