Squawk on the Street Cramer’s Morning Take: Cisco 12/18/25
5 snips
Dec 18, 2025 Jim Cramer dives into why Cisco stands strong amidst rising input costs, calling it a must-watch stock. He explores Micron's robust demand and its ripple effects on other tech companies. Cramer analyzes the implications of OpenAI's $750 billion fundraising efforts and how this could shape the tech landscape. He also raises intriguing questions about who really pays for costly chips and discusses the mixed market effects of memory shortages, particularly their contrasting impacts on companies like NVIDIA and Broadcom.
AI Snips
Chapters
Transcript
Episode notes
Micron's Pricing Is Pressuring Customers
- Micron's strong sales act like a tax on the tech ecosystem by raising input costs for customers.
- Jim Cramer links Micron's pricing power to pressure on Apple, Dell and some chip customers.
DRAM Prices Help Some, Hurt Others
- High DRAM and memory prices help NVIDIA but hurt Broadcom and others exposed to memory costs.
- Cramer notes demand exceeds supply and memory remains a headwind for some chipmakers.
Watch Cisco As A Buy Candidate
- Watch Cisco closely because management has mitigated input-cost pressure.
- Cramer calls Cisco a very strong stock at current levels and suggests it's a buyer opportunity.