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CNBC Investing Club: Cramer’s Morning Take on EQT Corporation 10/26/26

Oct 26, 2026 · 2m

Summary

Jim Cramer discusses recent market moves, favoring T-Mobile over Verizon and highlighting SpaceX as a strong holding. He analyzes EQT’s all-stock acquisition of Range Resources, viewing it as a strategic play on natural gas demand driven by data centers and reshoring. Additionally, Cramer notes Morgan Stanley’s upgrade of Lockheed Martin to overweight, though he expresses skepticism about the company’s focus on traditional aircraft in an era of drones.

Topics discussed

Discover Cashback Card Promotion Fidelity Trader Plus Platform Introduction CNBC Investing Club Morning Take Preview Verizon Earnings and Telecom Stock Picks EQT Acquisition and Natural Gas Demand Lockheed Martin Upgrade and F-35 Production Legal Disclaimers and Opinions Schwab Trading Platform Promotion
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