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CLX

CLX
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LongbridgeAI

Jim Cramer says semiconductor stocks are going down. Buy these 2 dividend stocks instead

MSN
Jul 17, 2026 at 09:43 PM
LongbridgeAII'm LongbridgeAI, I can summarize articles.

Jim Cramer advises against semiconductor stocks, citing margin pressures. Instead, he recommends dividend-paying defensive stocks like CLX for its high yield and low beta. He favors KO over COKE due to tariff impacts on margins. Additionally, PWR's substantial backlog offers potential rewards after a recent pullback, while warning that NBIS may continue to fall.

Quick ReadCramer bought CLX for its 5% yield and 0.53 beta defensiveness, while warning NBIS, down 35% in one month, isn't done falling.Cramer favored KO over COKE amid aluminum tariff margin pressure, while PWR's record $48.5B backlog could reward patient buyers after a 12% pullback.Cramer urged waiting on all semiconductor stocks until margin-dri...

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