Cramer: Retailers, chipmakers and autos are feeling the pain of China exposure

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Cramer: Retailers, chipmakers and autos are feeling the pain of China exposure
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'I just want you to know what you own so you're not surprised when this pattern continues,' Jim Cramer says.

, however, reported "great numbers" on Wednesday that calmed investors' worries about tariff impact, Cramer said. The stock rallied 8% during the session.

"The pattern here is that Target will get multiple upgrades tomorrow. [The] stock should keep flying ... while Kohl's is more likely to languish," he said. "That said, at these levels I do think Kohl's is too cheap to ignore."'s stock price also took a hit, pulling back nearly 2%.

One oasis in the market: the cloud sector, which has no business with China, Cramer said. The cohort is in position to keep rising, as

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