CNBC’s Jim Cramer says investors are in a tricky position due to individual stocks with unusual narratives driving market trends. He notes that expensive stocks continue to rise despite poor performance, while solid companies are overlooked by Wall Street. Short sellers often get steamrolled when positive news about business is released. Notable examples include Palantir and Arista Networks, which were propelled higher after short sellers turned bullish.
Cramer also highlights Disney, Honeywell, and DuPont as stocks that seem to “go begging” despite lack of attention-grabbing narratives. Despite solid quarterly results, investors may not take notice until these companies meet their breakup plans. Cramer believes that in this market, negativity can sometimes be a catalyst for buying, rather than a reason to avoid a stock.
Source: https://www.cnbc.com/2025/08/06/cramer-on-wednesday-action-we-have-a-market-thats-all-over-the-map.html