Squawk on the Street Cramer's Morning Take: NVIDIA & Corning 10/29/25
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Oct 29, 2025 Jim Cramer discusses the ongoing tension between U.S. chip policy and China's Huawei, highlighting the geopolitical stakes involved. He dives into Corning's strong position in the data center market, revealing their decision to buy shares based on promising sales reports. The conversation offers insights into the future of key tech stocks and market dynamics.
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Geopolitics Reshaping Chip Supply
- Jim Cramer highlights geopolitical trade dynamics shaping chip supply and Chinese competition with Huawei.
- He frames the administration's stance as a pivot toward globalist trade tactics that could reshape tech access and supply chains.
Buying Corning After The Snapback
- Jeff Marks and Jim Cramer describe Corning's stock snapping back after a sell-off and their decision to buy shares.
- They recount buying shortly after the market opened and seeing a rapid move back toward the 52-week high.
Fiber's Role In Data Centers
- The hosts argue fiber will dominate future data center infrastructure and support Corning's upside.
- Jeff Marks points out hyperscale data center sales beat expectations, keeping the bullish thesis intact.