Cramer and major funds mentioned in quick succession, Micron, Element, and Intel in focus
Jim Cramer mentioned several stocks in succession on 2026 year 7 month 11 day, and on 2026 year 7 month 12 day, Micron (MU) was listed in D.E. Shaw’s holdings as a top AI-related position. His remarks on television and hedge fund holdings are closely watched by investors as stock-specific news.

In D.E. Shaw’s latest holdings, Micron (MU) appeared as a top AI-related position. Holdings by major investors can affect supply and demand for individual stocks, so they are important.
On 2026 year 7 month 11 day, Jim Cramer said on air that Element Solutions (ESI) was a “quite important company.” In that remark, he mentioned the company name directly.
On the same day, Cramer revealed one company he thinks is better than Micron (MU). The company name was said to have been disclosed on the broadcast.
Kramer also explained the background behind Amazon's (AMZN) stock move. The specific explanation was confirmed to have been presented on the broadcast.
Regarding Boeing (BA), he said he was impressed by the stock's 'catch-up move.' The time of the remark was 2026 year 7 month 11 day.
Regarding Intel (INTC), he noted that there had been a 'brutal rotation.' This remark also came on 2026 year 7 month 11 day.
The Micron-related holdings filing was confirmed in a report on 2026 year 7 month 12 day. The holdings details are said to have been listed in the relevant holdings report.
Sources: Yahoo Finance
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