Jim Cramer champions Apple and Nvidia, urging investors to hold quality growth stocks amid market highs and skepticism.
As Apple and Nvidia continued their strong performances, CNBC’s Jim Cramer made a compelling case for holding high-quality individual stocks over frequent trading. Speaking on Monday, Cramer highlighted Apple and Nvidia as prime examples of how long-term investments in exceptional companies can deliver outsized returns—especially when investors avoid the pitfalls of emotional trading. “The market is showing once again that individual stocks are where the biggest money is,” Cramer said. “If you’ve got the patience to stay the course and resist the urge to buy high and sell low—what I call the endless trading trap—you can truly benefit.” Stock indexes closed at record highs on Monday, with the Dow Jones Industrial Average rising 0.14%, the S&P 500 gaining 0.44%, and the Nasdaq Composite climbing 0.70%. Nvidia led the rally, surging 3.93% to hit a new 52-week high, fueled by news that the company plans to invest up to $100 billion in OpenAI as part of a major data center expansion. The announcement was widely interpreted as a vote of confidence in the future of artificial intelligence, boosting investor sentiment across the tech sector. Apple also posted strong gains, closing up 4.31%, driven by the successful launch of its latest iPhone lineup. Analysts noted robust demand, particularly in key markets, and cited positive early sales trends. Cramer pointed to comments from outgoing T-Mobile CEO Mike Sievert, who revealed that iPhone sales through his company are at “all-time record highs,” underscoring the enduring strength of Apple’s ecosystem. Despite recent concerns about Apple—ranging from questions about the innovation of the upcoming iPhone 17, potential tariff impacts, weakening demand in China, and the company’s AI roadmap—Cramer argued that each of these fears has been proven unfounded so far. “The skepticism is fading,” he said, reaffirming his long-standing belief in Apple’s unique product strategy, brand loyalty, and technological leadership. He also addressed concerns about Nvidia’s exposure to China amid escalating U.S.-China tensions. While some investors have worried about the chipmaker’s international business, Cramer highlighted the OpenAI partnership as a game-changer, signaling Nvidia’s central role in the AI infrastructure revolution. “This isn’t just a deal—it’s a strategic alliance that could define the next decade of computing,” he said. Cramer concluded by warning against short-term trading behavior, stating that consistent market gains are difficult to achieve when investors constantly move in and out of positions. “It’s incredibly difficult to make money in any market if all you’re doing is trading,” he emphasized. Nvidia did not comment on the remarks. Apple declined to respond to requests for comment.