tech

December 18, 2025

Jim Cramer's top 10 things to watch in the stock market Thursday

Stocks were bouncing this morning after a cooler-than-expected reading on consumer inflation.

Jim Cramer's top 10 things to watch in the stock market Thursday

TL;DR

  • Stocks are bouncing after a cooler-than-expected consumer inflation reading, with bond yields sliding.
  • The Nasdaq fell sharply yesterday as the AI trade was impacted, with Micron jumping 14% after beating estimates and raising guidance.
  • OpenAI is reportedly seeking tens of billions of dollars at a valuation of about $750 billion.
  • Tesla's recent performance is linked to self-driving and robots, not cars.
  • ServiceNow completed a stock split but has not recovered since a downgrade citing AI threats to SaaS companies.
  • Homebuilder Lennar was downgraded to a sell, with house prices returning to 2019 levels.
  • GE Vernova received an upgrade to buy from hold, but has struggled to maintain price increases.
  • Dow stock Sherwin-Williams was upgraded to buy, with analysts seeing a better setup in 2026.
  • PayPal was downgraded to a sell, predicting sluggish growth ahead, impacting the fintech complex.

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