Applovin ($APP) podcast mentions
Per Ticker.id: 6 Applovin ($APP) mentions across 3 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-01.
Next, AppLovin, once a favorite of the momentum crowd for its ability to connect advertisers with the right audiences, had the field of in-app advertising all to itself until Android came in and wrecked the story, leading the stock to fall 44%. Now it's still a $94 billion company. That's just way too much market cap for me. Hey, then there's a great one, Corning. It fell almost 40%. Now, this one's misleading because it spiked from $88 at the beginning of the year to $255 at the end of the previous quarter. So Corning stripped down to $154 last quarter was pure profit-taking. We had a big moment this one for the Chappell Trust because we visited Corning factory where they make the glass for Apple, Howard Springs, Kentucky. From that trip, I became certain that fiber is the future of the data center, not copper. So I'd happily buy this one back if it ever dips again, which it doesn't seem to want to. What about the Nasdaq 100, which finished up 2.47%? The gains here don't offer much insight, sadly. Bitcoin finally rallied and took that, and that took strategy.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/1/26 · 2026-10-01Remember, you used to be MicroStrategy, a levered Bitcoin repository, up 76%. Now, look, if you like Bitcoin, I got an idea. Buy Bitcoin. I already covered Palantir. Workday rallied 56%. Cloud software cohort came roaring back and we got some takeover chatter. We know that cybersecurity is incredibly important. We own CrowdStrike for the Chappell Trust. I'm feeling real good about it because it rallied 39%. Losers. All right, there's that AppLovin again, down 44%. But here's another one, one that I buy, KLA Corp, semiconductor capital equipment maker. We have a widespread chip shortage that can't be solved without KLA, hence what we saw today with Micron. Crazy, its stock's down 35%. Then there's Rocket Lab, off 31%. Some delays, some dilution, lower margins can even bring down rocket stocks. You want rockets? SpaceX. In the end, I think the best lessons from the third quarter came from the 30 stocks in the Dow Jones Industrial Average, which finished down 2.7%. The winner was Salesforce, up 46.5%. This is another SaaSpocalypse survivor.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/1/26 · 2026-10-01