Cramer Spotlights Comerica–Fifth Third Merger, Backs Ford and Palantir, Says Amazon Event Could Matter

Overview

• Cramer praised Comerica’s merger with Fifth Third, noting the combined bank would rank ninth in the U.S. with about $288 billion in assets and calling Fifth Third the stronger franchise in the pairing.
• He said Palantir shares could “burst right through” after the company denied a Reuters report alleging vulnerabilities in its Army software, highlighting buyers returning following the denial.
• He recommended buying Ford, arguing CEO Jim Farley has the company positioned to benefit from growing hybrid demand after EV credit changes and pointing to upcoming product catalysts.
• He said an upcoming Amazon event could matter and reiterated his view that Amazon is an underrated AI story, acknowledging investor sentiment has been lukewarm this year.
• He welcomed Verizon’s decision to name Dan Schulman as CEO, saying the company has underperformed and expressing confidence that Schulman would push for better results.