Cramer points to further gains for Qnity after 85% rally

Qnity shares rose more than 6% on Monday as semiconductor-linked stocks recovered from the prior week’s sell-off, according to CNBC’s Investing Club with Jim Cramer. The move added to a 2026 advance of about 85% for Qnity, which last reached record highs in late June.

Cramer told CNBC Investing Club members that he thinks Qnity is “headed to all-time highs,” citing the market’s ability to value the company more directly after its separation from DuPont, another Investing Club holding. CNBC said Qnity supplies chemicals and materials used in chip production, giving it exposure to demand tied to the semiconductor cycle and artificial intelligence infrastructure.

Deutsche Bank also contributed to the positive tone around the stock. According to CNBC, the bank projected 15% revenue growth for Qnity this year, above management’s guidance of 11%. Analysts linked their view to the company’s role in supplying inputs for chip manufacturing.

Chip supply chain draws renewed attention

Qnity’s gains came during a broader rebound in chip-related shares after weakness in the previous week, CNBC reported. Semiconductor manufacturing relies on specialist materials and chemicals at multiple stages, from wafer processing to packaging. Suppliers can benefit when chipmakers increase production capacity or when advanced chips require more complex inputs, though their results remain exposed to swings in end-market demand and customer spending.

The CNBC Investing Club recap also highlighted Broadcom’s expanded relationship with Apple. Broadcom said it would extend its partnership with Apple through 2031 to build and supply custom chips for the iPhone maker. Cramer called the announcement “terrific news” for both companies, according to CNBC.

CNBC reported that Broadcom shares gained roughly 4% and Apple shares rose about 1% following the announcement. Cramer said the agreement helps Broadcom retain a large chip customer, while Apple gains added supply-chain resilience. CNBC also said the arrangement was positive for Apple’s artificial intelligence work.

Major indexes mixed after last week’s rally

In the wider market, the S&P 500 and Nasdaq Composite traded higher on Monday, extending gains from the previous week, according to CNBC. The Dow Jones Industrial Average moved lower after briefly rising above 53,000 for the first time.

CNBC said President Donald Trump rang the opening bell for the New York Stock Exchange and Nasdaq from the Oval Office to mark the launch of Trump Accounts, described by CNBC as a new investment vehicle for children. Cramer said the accounts could improve financial literacy and provide additional support for equities if eligible recipients are reached.

The Investing Club also said its rapid-fire segment covered Solstice Advanced Materials, T-Mobile, Qualcomm, Lockheed Martin and Datadog. CNBC disclosed that Cramer’s Charitable Trust holds positions in Datadog, Qnity, Apple and Broadcom.

CNBC said Investing Club subscribers receive trade alerts before Cramer makes transactions in the Charitable Trust portfolio, and that he waits 45 minutes after an alert before trading. If he has discussed a stock on CNBC television, the stated waiting period is 72 hours after the alert.

This story draws on original reporting from CNBC.