On CNBC's Mad Money Lightning Round, Jim Cramer recommended buying ZIM Integrated Shipping Services, citing Middle East tensions and a 14% yield. He also expressed bullish sentiment on BlackBerry's auto technology and Quantinuum's IPO (Honeywell spin-off), while recommending investors cut losses on Power Solutions International due to poor quarterly results.

The global Mass Notification System (MNS) market is expected to grow from $28.88 billion in 2025 to $80.44 billion by 2030, with a CAGR of 22.7%. Growth is driven by stringent regulatory requirements, cloud deployment acceleration, and the dominance of voice communication. North America leads the market while Asia Pacific shows the fastest growth. Key players are enhancing offerings with advanced technologies to meet compliance and safety mandates.

US equities rallied post-Memorial Day with strong AI and small-cap leadership, as de-escalation hopes in the US-Iran conflict drove oil prices lower. Micron Technology surged 18% to cross $1 trillion market cap on a UBS price target hike, while quantum computing and space stocks rallied on government funding and SpaceX IPO anticipation. The Nasdaq rose 1.11% and Russell 2000 jumped 1.74%, though the Dow declined 0.19% as defensive sectors unwound.

Nokia and BlackBerry, once decimated by Apple's iPhone, are experiencing a resurgence in 2026 driven by AI infrastructure demand and Nvidia partnerships. Nokia received a Bank of America upgrade to Buy with a strong price target, while BlackBerry's QNX operating system is being integrated with Nvidia's AI platforms. Both companies have reinvented themselves as infrastructure providers rather than consumer device makers, with Nokia up 105% YTD and BlackBerry up 58%, significantly outperforming Apple's 8% gain.

BlackBerry has successfully transitioned from a legacy hardware manufacturer to a software-as-a-service provider, with its QNX real-time operating system becoming the automotive industry standard embedded in over 275 million vehicles. The company reported strong Q4 earnings with 10.1% year-over-year revenue growth and a $950 million design-win backlog, while expanding into new markets through strategic partnerships with NVIDIA and NATO. However, insider selling and rising short interest present counterbalancing risks to the recent 60% stock surge.

BlackBerry stock surged over 13% on Monday following two major announcements: an expanded collaboration with Nvidia to integrate QNX operating system with Nvidia's IGX Thor edge AI computer, and a deal with Chinese EV manufacturer Leapmotor to use QNX as a key software solution for its D19 electric SUV. These deals strengthen QNX's reputation as a reliable technology provider for edge computing and AI applications.

BlackBerry stock surged 13.17% to $5.50 following news of expanded QNX integration with Nvidia's IGX Thor edge AI platform. The partnership enables QNX to diversify into regulated environments including autonomous robots, surgical robots, and medical imaging. BlackBerry has achieved GAAP profitability and QNX has grown sales and backlog by 10% and 23% annually since 2022.

Ontario Defence Association (ODA), a new not-for-profit organization, was formally established to coordinate the province's $5 billion defence industrial base with national priorities. The ODA aims to align Ontario's 300+ defence companies and 13,000 workers across land systems, aerospace, maritime, and digital defence with federal procurement opportunities and strengthen supply chain resilience.

BlackBerry stock fell 13.7% despite beating Wall Street's earnings expectations with Q3 revenue of $141.8M and adjusted EPS of $0.05. The company raised its lower-end full-year guidance but left top-end targets unchanged, disappointing investors who expected more bullish outlooks. With the stock trading at 48x trailing earnings and year-over-year revenue declining, the market interpreted the results as a 'sell the news' moment, focusing on slowing momentum in key metrics rather than the earnings beat.

The Automotive Hypervisor Market is projected to grow from $171 million in 2022 to $566 million by 2027, with a 27.0% CAGR, driven by increasing demand for ECU consolidation and advanced automotive safety features.

The cybersecurity landscape is evolving with quantum computing threats, prompting companies to develop quantum-safe encryption solutions and secure communication platforms to protect against emerging cyber risks.

BlackBerry's stock fell over 5% after TD Cowen analyst Daniel Chan resumed coverage with a neutral recommendation and $5 price target, citing concerns about recent stock price appreciation despite potential business pivot opportunities.