Squawk on the Street Cramer's Morning Take: Cisco & Honeywell 7/28/25
6 snips
Jul 28, 2025 Jim Cramer digs into why the Club is backing Cisco, especially after its recent downgrade and the urgent need to disclose AI revenue. He highlights Cisco's strength in landing big contracts with hyperscale customers. The discussion shifts to Honeywell, driven by strategic investments showcased at the NVIDIA conference. Cramer emphasizes Honeywell's ability to maintain a positive outlook even amidst market headwinds, underlining the importance of savvy business strategies for career advancement.
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Cisco's Strong AI Orders Insight
- Cisco's downgrade was due to valuation, not fundamentals, despite strong AI-orders growth.
- Early achievement of over a billion orders from hyperscale customers underscores Cisco's robust demand.
NVIDIA and Cisco Meeting Anecdote
- Jim Cramer met with NVIDIA's Jensen Huang and Chuck Robbins at GTC, signaling important Cisco-NVIDIA business.
- Jensen's willingness to engage indicates the seriousness of their collaboration.
Honeywell's Strategic Strength
- Honeywell's stock drop was unwarranted given its recent strong earnings and raised guidance.
- Strategic spins and business reviews indicate management's focus on strengthening core operations.