AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over
Published . Updated .
CNBC’s Jim Cramer said AMD’s run isn’t over, arguing the rise of agentic AI will drive significant demand for the company’s high-end CPUs.
Directly affected
- AMD Advanced Micro Devices
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
CNBC’s Jim Cramer said AMD’s run isn’t over, arguing the rise of agentic AI will drive significant demand for the company’s high-end CPUs.
Source: CNBC Top
Price since this story was published: SuperX AI Technology (SUPX)
Since the first closing price after “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is +0.29% over the same days, a -3.11% difference versus the market.
Disclosure records for SuperX AI Technology (SUPX) within two months of 28 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 31 days before publication, inside 60 days. The filing is listed beside the story “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 35 days before publication, inside 60 days. The filing is listed beside the story “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around SuperX AI Technology (SUPX)
Companies carried with this story
- SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
In “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over.” Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SuperX AI Technology (SUPX)
“AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over” (28 Sep 2026) reaches SuperX AI Technology (SUPX) through this story.
What ties SuperX AI Technology (SUPX) to the headline is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, American Battery Technology (ABAT): GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the SuperX AI Technology (SUPX) price range
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
A simple score for SuperX AI Technology (SUPX)
46 out of 100
“AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.