Jim Cramer's top 10 things to watch in the stock market Thursday
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- Texas Instruments shares jump >10% premarket after Q2 guidance and 90% YoY data‑center revenue growth.
- ServiceNow stock slides ~14% premarket post‑earnings, with price targets cut to $85 (KeyBanc) and $135 (Jefferies).
- IBM shares fall >7% as Q1 revenue growth slows to 9% and AI competition from Anthropic’s Opus 4.7 raises concerns.
- Intel shares rise ~2% premarket after Tesla announces it will be the first major customer for Intel’s 14A process.
- Lam Research beats earnings and guides strong Q2, but its stock stalls after a 55% rally in 2026.
Why it matters: Investors in Texas Instruments gain from a >10% premarket jump as its data‑center revenue surges 90% YoY, while ServiceNow shareholders lose as the stock slides ~14% after earnings disappointments, tightening capital allocation for its AI spend.
