{
  "id": 8627359,
  "title": "Jim Cramer Said These 2 Stocks Were Sold Because Of A Rotation – But Is He Right?",
  "url": "https://urgent.news/2026/09/18/jim-cramer-said-these-2-stocks-were-sold-because-of-a-rotation-but-is",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-18T23:15:04.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-said-2-stocks-231504292.html"
  },
  "original_language": "en",
  "account": "Jim Cramer discussed Thermo Fisher Scientific (NYSE:TMO) shares' performance on his program, attributing their recent growth to a rotation of investors into other stocks. However, the shares had been down by 25% from the year's start until mid-May, showing a different trend. Cramer's assessment was based on discussions with Thermo Fisher Scientific executives, who felt the rotation into certain stocks had made the market listen to their strong business stories. Thermo Fisher Scientific's second-quarter earnings growth of 5% and 13% organic growth were cited as positive signs. However, the company's funding recovery for research and development, which is critical to its operations, has been a significant factor in its stock performance. Cramer's prediction was met with mixed reactions, with Deutsche Bank downgrading the shares to 'Hold' due to funding uncertainties. Becton, Dickinson and Company (NYSE:BDX), with its forward P/E multiple of 12.27 and higher adjusted operating margin, was compared to Thermo Fisher Scientific (NYSE:TMO) in the report.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}