Geopolitics Alpha

Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock

Published . Updated .

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Directly affected

  • MU Micron Technology

    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

  • AMD AMD

    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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MU———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Source: CNBC Top

The price since 1 Oct 2026: Brookstone Growth Stock Etf (BAMG) versus the S&P 500

Since the first closing price after “Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock,” Brookstone Growth Stock Etf (BAMG) is -0.77%. The S&P 500 fund (SPY) is -0.40% over the same days, a -0.38% difference versus the market.

BAMG
SPY

Who gains and who loses around Brookstone Growth Stock Etf (BAMG)

Companies tied to this story

  • BAMG Brookstone Growth Stock Etf

    In “Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    For “Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • EMC Global X Emerging Markets Great Consumer Etf

    Global X Emerging Markets Great Consumer Etf (EMC) is linked, with no stored direction, medium confidence in the 1 Oct 2026 story “Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock.” Reason on file: GA selected EMC as a RELATED security because its canonical security name directly matches this event's themes: great. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Brookstone Growth Stock Etf (BAMG)

The 1 Oct 2026 story “Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock” names Brookstone Growth Stock Etf (BAMG) because of this story.

The link for Brookstone Growth Stock Etf (BAMG) is this: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Brookstone Value Stock Etf (BAMV) is here too. Its reason reads: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. 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 Brookstone Growth Stock Etf (BAMG) price range

BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. BAMV traded between 36.14 and 38.33 across 18 sessions. The latest close on file is 36.79. EMC traded between 35.03 and 38.41 across 12 sessions. The latest close on file is 35.03.

How strong the case is around Brookstone Growth Stock Etf (BAMG)

27 out of 100

“Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock” scores 27 out of 100. The score uses 1 sources, and 3 linked companies.