Jim Cramer Says $100 Billion Scares Trigger Irrational Stock Sales
Updated
Updated · CNBC · Sep 13
Jim Cramer Says $100 Billion Scares Trigger Irrational Stock Sales
1 articles · Updated · CNBC · Sep 13
Summary
Jim Cramer argued investors are repeatedly scared into dumping stocks by negative headlines that overstate risks and ignore outcomes that later prove far less damaging.
His main examples were late-2025 private-credit panic around Blackstone and Blue Owl, and enterprise-software fears tied to AI disruption, which he said ultimately created bargain stock prices rather than lasting collapse.
Cramer also cited Meta, where settlement fears once ran as high as $100 billion before a reported $13 billion-$18 billion deal over 10 years, and said media still pushed a harsher "tobacco moment" narrative.
He pointed to JPMorgan's 2025 warning after a $170 million Tricolor charge as another case where broader credit contagion never materialized, saying investors sold on fear that later looked misplaced.
Cramer said the latest scare is around AI agents, suggesting some warnings may also serve corporate or legal agendas, and urged investors to question narratives before selling.