Jim Cramer provides daily rapid-fire analysis of stocks featured in non-portfolio news on CNBC Investing Club. Dell: The tech giant best known for its personal computers had a blowout quarter thanks to huge demand for its artificial intelligence servers. The stock price rose more than 25%, or about $25 per share. Jim Cramer said Friday that “this will rise another 30 points” over time New York Community Bancorp: Bank reveals “significant weaknesses” in loan supervision, misses loan application deadlines Share prices fell more than 20% after the company’s annual report. Jim said there were “significant weaknesses in the Fed’s acceptance” of Signature Bank’s failed transfer to NYCB. Keurig Dr Pepper: The company announced that JAB Holding will sell up to 100 million shares. KDP plans to buy back 35 million of those units. Jim said JAB’s sales may be due to the realization that weight-loss drugs like Eli Lilly’s Zepbound “soft drinks that contain GLP-1 don’t taste good.” Zscaler: The cybersecurity stock’s stock price was down about 8%. Despite the win and the raise, Zscaler had “billing issues similar to the last quarter in Palo Alto,” Jim said. But like the club’s name, Palo Alto Networks, Jim said he plans to ignore the billing issue. Microsoft: Elon Musk has sued OpenAI and CEO Sam Altman, accusing them of violating the company’s mission by putting profit over humanity. Kramer said he doesn’t care about private companies, but would be careful when partnering with a publicly traded company like Microsoft. “I think this case has merit and will be heard,” he added. “They can win.” Microsoft is a financial backer and partner of OpenAI.
