Jim Cramer has recently altered his encouraging stance on Apple and Nvidia, historically viewed as "own, not trade" stocks. With ongoing U.S.-China trade tensions, particularly the impact of tariffs imposed by President Trump, these companies are facing heightened risk. While Cramer maintains long-term confidence in both stocks, he acknowledges that the tariff situation complicates their ownership. This cautious view may unsettle long-term investors, however, the companies' potential tied to emerging AI opportunities remains significant.
Jim Cramer has expressed a more cautious stance on Apple and Nvidia, urging investors to consider risks from the U.S.-China trade war despite his long-term faith in their potential.
Cramer's shift signals heightened anxiety surrounding China-exposed stocks, suggesting that while he believes in Apple and Nvidia, the tariff implications make them tougher to own.
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