Nasdaq futures outperformed while S&P 500 and Dow futures stayed roughly flat ahead of the first Federal Reserve meeting led by Chair Kevin Warsh, with rates widely expected to remain unchanged.
Broadcom drew one of Cramer's strongest calls after JPMorgan said it would be an aggressive buyer and dismissed talk of delays or cancellation for Google's ninth-generation TPU co-designed with the chipmaker.
Citi added to the chip optimism by lifting targets on Applied Materials, Lam Research and KLA, arguing wafer-fab equipment spending could hit $250 billion in 2028 as TSMC and memory capacity stays tight.
Intel's new 18A-P process entered production with 9% higher performance or 18% lower power than its predecessor, a step Cramer said could help win Apple as a foundry customer.
Elsewhere, Wells Fargo raised Cummins' target to $874 on data-center power demand, kept a buy on FedEx despite a noisy outlook tied to its freight spin-off, and Citi opened a 30-day upside catalyst watch on RTX.