Stocks are hitting records despite surging yields. Cramer explains why

Source: www.cnbc.com · Section: business-tech · Bias: Center · Published: Mon, 05 Oct 2026 22:18:13 GMT

CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.

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The same story across the political spectrum (12 sources)

Left: AI companies hold off on embracing Trump’s ‘super intelligence’ rebrand — www.washingtonexaminer.com
Left: Microsoft’s blazing stock comeback isn’t even close to being over, analyst says — www.marketwatch.com
Left: The case for Nvidia’s stock to march even higher after clinching its first record high in months — www.marketwatch.com
Left: OpenAI executive Jason Kwon to face grilling at parliament about AI hacking Australians’ private data — www.theguardian.com
Center-Right: Trump's economic tightrope messaging of strong economy, high prices — www.axios.com
Center: Satya Nadella reinvented Microsoft once. Can he do it again in the AI era? — www.cnbc.com
Center: Nvidia’s $20bn licensing deal with Groq faces lawsuit from jilted engineers — www.ft.com
Center: ‘Pull the plug’: protesters resort to direct action against AI firms — www.theguardian.com

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