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.

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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