Jim Cramer Urges Investors to Keep Faith in Apple Stock
Cramer backs Apple despite memory shortages and price hikes, pointing to strong yearly gains as reason for long-term confidence.
CNBC host Jim Cramer is urging investors not to panic over near-term headwinds facing Apple Inc. (NASDAQ: AAPL) and instead focus on the stock's broader performance trajectory. Despite mounting pressures in 2026, Cramer remains firmly bullish on one of his most frequently touted holdings.
Apple shares have climbed 35.8% over the past year and are up 14% year-to-date, a performance that Cramer argues reflects the company's enduring strength even as the broader tech sector navigates turbulence. Those gains stand out against a backdrop of significant supply-side disruption.
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The core problem weighing on Apple in 2026 is an industry-wide memory shortage triggered by surging demand from AI data center buildouts. With chipmakers diverting memory supply toward high-margin AI infrastructure, consumer electronics companies like Apple have been caught in a squeeze — forcing the Cupertino giant to raise prices on its products to protect margins.
Cramer's broader point is a familiar one from the veteran market commentator: short-term operational disruptions rarely derail companies with Apple's scale, brand loyalty, and ecosystem lock-in. The memory crunch is a real challenge, but analysts and bulls in Cramer's camp view it as cyclical rather than structural — the kind of headwind that a company with Apple's balance sheet can absorb while competitors stumble.
Whether retail investors heed that advice will likely depend on how long the memory shortage persists and whether Apple's price increases dampen consumer demand in an already cost-sensitive environment. Continue reading at Yahoo.
