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Leaked images show new colors and a moved power button for Amazon's next entry-level KindleMeta’s Muse AI shared a YouTuber’s address with a stranger, creator saysAmazon Opens Early October Prime Day Deals Before Oct. 6 EventSteelSeries unveils Rival Pro and Sensei Pro gaming mice with UWB and swappable batteriesRugOne Xsnap 7 Pro Pairs Rugged Phone With Detachable Action Camera at $999iOS 27 Upgrades Reminders With Apple Intelligence and a Rebuilt Metadata Editor
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Cramer Flags Anthropic IPO Filing, OpenAI Model Delay, Oura Postponed Listing

CNBC's Jim Cramer flagged Anthropic's IPO filing, OpenAI's model delay and Oura's postponed listing Tuesday.

AI News Feed · 2026-09-29 23:40

On oil, Cramer said Iran is on its last economic legs because of the oil embargo, a story The Wall Street Journal is pushing. He said that helps explain lower crude prices and calm bond yields, a combination that supports stocks and had the S&P 500 heading for a higher open. The index failed to make it out of the red on Monday as oil reversed sharp early gains and settled modestly lower.

Cramer said Reuters got a look at Anthropic's S-1 before its official release. He said the filing is filled with potential calamities from artificial intelligence and warns of 'existential risk to humanity.' The company's revenue grew 12-fold last year, and it plans to spend $518 billion on cloud computing and AI infrastructure in the coming years. The IPO is expected in November.

OpenAI's developer day is Tuesday in San Francisco. Cramer said the ChatGPT creator disclosed Monday night that it shelved plans to release a new model, GPT-6.1 Astra, to establish stronger safeguards. The model was not performing well enough on 'alignment,' or behaving in a safe way humans want, and 'scope authorization,' or adhering to its permissions for tasks, he said. The move follows the AI safety debate Anthropic's Dario Amodei sparked earlier this month.

Smart ring maker Oura postponed its initial public offering on the Nasdaq despite strong demand because of uncertainty in the IPO market, according to Cramer. The Nasdaq 100 was only 1.5% from its record close on Sept. 22. Oura had been looking to raise $2.2 billion, and Bloomberg reported last week the deal was four times oversubscribed. Goldman is co-leading the deal. Cramer called the postponement disappointing and said it raises questions about the asset class.

Cramer said Meta should be viewed not only as a consumer company but also as an enterprise one, citing the power of its new Muse agent. A day after poaching MongoDB's CEO to lead its new enterprise push, Meta launched Muse for Small Business. With 200 million small businesses already on its platforms, Cramer said there is a natural fit. Meta President Dina Powell McCormick is scheduled to appear on 'Mad Money' Tuesday night.

Deutsche Bank upgraded Netflix to buy from hold, a call Cramer said he had been waiting for. The stock has been a horrendous performer since last summer, down 48% from its record close in June 2025, according to Cramer. Deutsche Bank argued concerns about U.S. engagement trends are overblown, especially given Netflix's international momentum and large overseas runway. The bank was also positive on Netflix's platform push, including podcasts, video games and other distribution partnerships.

Boeing sold off Monday after disclosing a software glitch and a delay to 737 Max 10 certification. Cramer asked whether the stock can stabilize Tuesday. The FAA is looking into whether the glitch is a safety issue. Bank of America argued the cash flow hit from the Max 10 delay is manageable, but Cramer said he is beginning to worry about credibility. He owns the stock for the CNBC Investing Club and said he would wait until $180 to buy more. He added that the aerospace sector is awful right now.

Bank of America raised its price target on Johnson & Johnson to $278 from $263 while keeping a neutral rating into third-quarter earnings. Analysts increased their long-term sales estimate for Icotyde, J&J's new pill for psoriasis and potentially other indications, to peak sales of $4.5 billion from $2.4 billion. Cramer said he thinks it will be much bigger than that. J&J is a CNBC Investing Club name.

Nvidia was slightly higher Tuesday, looking to build off Monday's 1.7% advance on its massive buyback announcement. Cramer said the company now has $235 billion of firepower. He said all indications are that the repurchases will be active, not passive or simply a percentage of volume, and not anti-dilution. He compared the potential to Apple's capital allocation plan, which retired about 40% of the stock during former CEO Tim Cook's tenure.

Bank of America reinstated coverage of Hinge Health with a buy rating and a $110 price target, implying 19% upside from Monday's close. Cramer said analysts see multiple ways for the digital physical therapy company to keep growing, including new product adoption and higher member participation. He said he has been impressed by the company, whose CEO Daniel Perez has appeared on 'Mad Money' several times.