We're encouraged by Wednesday's benign inflation data and strong neocloud earnings

Cnbc · Aug 12, 2026 · 486 words · By Paulina Likos

headphones Listen to the eFinder podcast briefing

Generate a natural audio summary of this story

Daily briefing

What to know about We're encouraged by Wednesday's benign inflation data and strong neocloud earnings

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Claims checked 9

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center83%

Right17%

6 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Why it matters

Stocks were modestly higher Wednesday on a subdued inflation report .

Common ground

Jim Cramer called the print "very benign," pointing to market odds going down to about 40% for an interest rate hike at the Federal Reserve's September meeting and 60% for a hold, according to the CME FedWatch tool.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: We're encouraged by Wednesday's benign inflation data and strong neocloud earnings?
What evidence would most clearly confirm or weaken the claim that If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/08/12/jim-cramer-breaks-down-his-latest-on-nvidias-pos…

fact_checkClaims Checked

eFinder analyzed this article and checked 9 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 5

cancel Disputed 2

info Single Source 2

check_circle

Claim 1: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

CORROBORATED

Multiple independent cross-references confirm the 72-hour waiting period rule if the stock was discussed on CNBC TV.

compare_arrows

cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/21/heres-what-cramer-wants-to-s…

compare_arrows

cross reference SUPPORTS — Jim waits 72 hours after issuing a trade alert before executing trades if he discussed the stock on CNBC TV
https://www.cnbc.com/2026/04/14/cramer-wants-to-trim-this-ma…

compare_arrows

cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…

+ 2 more evidence sources

cancel

Claim 2: “The broader market was also supported by strong infrastructure earnings beats from neocloud companies Coreweave and Nebius , whose shares surged 19% and 27%, respectively”

DISPUTED

While sources confirm both companies surged, the numbers conflict. One source says CoreWeave rose 19% and Nebius 27%, but another says CoreWeave jumped 24% and Nebius soared 27%.

menu_book

wikipedia NEUTRAL — An AI data center is a specialized data center facility designed for the computationally intensive tasks of training and running artificial intelligence (AI) and machine learning models. Unlike genera…
https://en.wikipedia.org/wiki/AI_data_center

menu_book

wikipedia NEUTRAL — Arkady Yuryevich Volozh (Russian: Аркадий Юрьевич Волож; born 11 February 1964) is a Russian billionaire businessman, technology entrepreneur, computer scientist, investor and philanthropist. His work…
https://en.wikipedia.org/wiki/Arkady_Volozh

menu_book

wikipedia NEUTRAL — The Nasdaq-100 is a stock market index made up of equity securities issued by approximately 100 (currently 101) of the largest non-financial companies listed on the Nasdaq stock exchange. The Nasdaq-1…
https://en.wikipedia.org/wiki/List_of_NASDAQ-100_companies

+ 3 more evidence sources

info

Claim 3: “Home Depot shares fell more than 2% after the home improvement retailer announced its CEO, Ted Decker, is taking a temporary medical leave of absence.”

SINGLE SOURCE

While evidence for claim 5 confirms Ted Decker is taking medical leave, there is no evidence provided in the search results or Wikipedia regarding the specific 2% drop in Home Depot shares.

menu_book

wikipedia NEUTRAL — Craig Menear (born c. 1958) is an American business executive. He serves as the chairman and is the former chief executive officer of The Home Depot.
https://en.wikipedia.org/wiki/Craig_Menear

menu_book

wikipedia NEUTRAL — Edward "Ted" Decker (born 1963) is an American businessman who since 2022 has been the CEO and president of the world's largest home improvement company, The Home Depot. He became the chairman of the …
https://en.wikipedia.org/wiki/Ted_Decker

menu_book

wikipedia NEUTRAL — The Home Depot, Inc. is an American multinational home improvement retail corporation which sells tools, construction products, appliances, and services including fuel and transportation rentals. Home…
https://en.wikipedia.org/wiki/Home_Depot

check_circle

Claim 4: “Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET.”

CORROBORATED

Multiple independent cross-references from CNBC confirm the exact timing and nature of the 'Morning Meeting' livestream.

menu_book

wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

menu_book

wikipedia NEUTRAL — This is a list of current and former on-air staff of the American business news channel CNBC.
https://en.wikipedia.org/wiki/List_of_CNBC_personalities

menu_book

wikipedia NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC

+ 5 more evidence sources

check_circle

Claim 5: “Jim Cramer's Charitable Trust is long NVDA, HD.”

CORROBORATED

Two independent cross-references confirm that Jim Cramer's Charitable Trust holds long positions in both NVDA and HD.

compare_arrows

cross reference SUPPORTS — Jim Cramer's Charitable Trust is long NVDA, TJX, and HD.
https://www.cnbc.com/2026/06/09/jim-cramer-debates-trimming-…

compare_arrows

cross reference SUPPORTS — Jim Cramer's Charitable Trust is long HD, GLW, and NVDA.
https://www.cnbc.com/2026/05/12/jim-cramer-dont-dump-this-ai…

check_circle

Claim 6: “The company said that Decker is expected to return in the next few months.”

CORROBORATED

Multiple independent web search results explicitly state that Home Depot CEO Ted Decker is taking a temporary medical leave and is expected to return within the next few months.

menu_book

+ 3 more evidence sources

check_circle

Claim 7: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

CORROBORATED

Multiple independent cross-references confirm the 45-minute waiting period rule for the charitable trust's portfolio.

compare_arrows

cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…

compare_arrows

cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/29/jim-cramer-says-nvidia-is-a-…

compare_arrows

+ 2 more evidence sources

info

Claim 8: “The July consumer price index saw both the headline and core rates come in as expected, with gains easing a bit from June.”

SINGLE SOURCE

The provided web search results discuss the month of July in general terms or unrelated products, but provide no data on the Consumer Price Index (CPI) for July.

travel_explore

web search NEUTRAL — The second half of the year commences in July. In the Southern Hemisphere, July is the seasonal equivalent of January in the Northern hemisphere. "Dog days" are considered to begin in early July in th…
https://en.wikipedia.org/wiki/July

travel_explore

web search NEUTRAL — July was named after Julius Caesar. The halfway point of the year is either on July 2 or in the night of July 1 - 2. July always begins on the same day of the week as April, and additionally, January …
https://simple.wikipedia.org/wiki/July

travel_explore

web search NEUTRAL — July offers innovative travel bags and suitcases for the modern explorer. Discover our collection of luggage and accessories designed to redefine your journey.
https://july.com/us/

cancel

Claim 9: “market odds going down to about 40% for an interest rate hike at the Federal Reserve's September meeting and 60% for a hold, according to the CME FedWatch tool.”

DISPUTED

Different sources report conflicting odds for a September rate hike: one source mentions 65.9%, another mentions 57% vs 39.9%, contradicting the claim's 40% hike/60% hold split.

menu_book

wikipedia NEUTRAL — Bitcoin (abbreviation: BTC; sign: ₿) is the first decentralized cryptocurrency. Based on a free-market ideology, bitcoin was invented in 2008 when an unknown person published a white paper under the p…
https://en.wikipedia.org/wiki/Bitcoin

menu_book

wikipedia NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is by far the world…
https://en.wikipedia.org/wiki/BlackRock

menu_book

wikipedia NEUTRAL — The federal funds rate is the interest rate at which depository institutions (banks and credit unions) lend reserve balances to other depository institutions overnight on an uncollateralized basis. Re…
https://en.wikipedia.org/wiki/Federal_funds_rate

+ 3 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.