Jim Cramer is cooling on Alphabet as antitrust headwinds mount, rotating capital away from pure software into physical AI infrastructure and industrial hardware.
PepsiCo has trimmed its sales forecast as inflation-weary shoppers finally reject higher snack prices. Between Frito-Lay volume declines and persistent grocery aisle sticker shock, the beverage and snack titan is seeing its pricing power reach a ceiling.
Camila Henry • Oct 12, 2026 • 4m read
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