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☆ Meta's huge AI investment is expected to boost returns and ease investor spending concerns
▼ + stars: | 2024-06-20 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

META YTD mountain Meta stock performance year-to-date. Riding the tech and AI trade, Meta shares closed at a record high of $527 each on April 5. Like Meta, the Google parent is using AI to enhance its consumer platforms and the potential for more advertising dollars . THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: KeyBanc, Meta, Jeff Marks, Jim Cramer's, Jim Cramer, Jim, Omar Marques Organizations: Facebook, Meta, Gmail, Google, CNBC, Lightrocket, Getty Locations: Meta

☆ Honeywell makes a deal to strengthen a core business but fails to address a key risk
▼ + stars: | 2024-06-20 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The chipmaker stock reached all-time highs as well, up more than 2.5%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jeff Marks, chipmaker, Jim Cramer's, NVDA, Jim Organizations: CNBC, Nvidia, Philadelphia, Broadcom, Microsoft, Honeywell, CAES Systems

That's pushed tech heavyweights and Club names such as Apple , Nvidia , Microsoft and Broadcom higher and the S & P 500 to record highs along with them. The market-cap weighted S & P 500, which we report on all time, has gained more than 4% since May 30. But, a version of the index that assigns each company the same influence, known as the S & P 500 Equal-Weight , has advanced only around 1%. The divergence helps explain why our trusted momentum indicator, the S & P Short Range Oscillator , has been closer to oversold territory than overbought during the run higher. Recent years haven't been so kind to them, with the stock underperforming the S & P 500 considerably over the past three years.

Persons: That's, Morgan Stanley, Wells, Banks, Abbott, We've, Lingo, Stanley Black, Decker, DuPont, DuPont —, Ed Breen, Lori Koch, Vimal Kapur, Jim Cramer, Darius Adamczyk, haven't, Jim Cramer's, Jim, Johannes Eisele Organizations: Apple, Nvidia, Microsoft, Broadcom, Wall Street, Federal, Abbott, Abbott Labs, Mizuho Securities, DuPont, Honeywell, Systems, Jim Cramer's Charitable, CNBC, New York Stock Exchange, Wall, Afp, Getty Locations: Dover, Wells Fargo, Missouri, Abbott's, U.S, Decker, New York City

☆ Nvidia gives up gains — plus, what's behind another rough day for Danaher
▼ + stars: | 2024-06-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Pain for Danaher: Danaher is having another rough day, falling more than 3%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Sartorius, Danaher, it's, There's, we'll, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Nvidia, Broadcom, Investors, Bank of America, P Global, Manufacturing, PMI, Jim Cramer's Charitable Locations: Europe

☆ JPMorgan raises its EPS estimates for Apple, says stock could rise another 13%
▼ + stars: | 2024-06-18 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. "We don't want to be too greedy after a parabolic move," said Jeff Marks, the CNBC Investing Club's director of portfolio analysis. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jeff Marks, We're, Jim Cramer's, MSFT, DOV, Jim Organizations: CNBC, Broadcom, JPMorgan, Apple's Worldwide, Conference, Wall Locations: U.S, Dover

☆ We're trimming an AI winner and putting some of the proceeds into a data center power play
▼ + stars: | 2024-06-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Shortly after the opening bell, we'll be selling 10 shares of Broadcom at roughly $1,853 and buying 55 shares of Dover at roughly $179. AVGO YTD mountain Broadcom YTD Adding to the enthusiasm was the announcement of a 10-for-1 forward stock split, which came on the heels of one from our other chip name Nvidia . DOV YTD mountain Dover YTD We'll put more than half of the Broadcom sale proceeds to scale further into Dover, which also benefits from the data center infrastructure investment cycle. That data center energy play is also why we're in electrical component and power management giant Eaton . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer's, DOV, DOV YTD, We'll, Nvidia's Blackwell, ETN DOV, Jim Cramer, Jim Organizations: Broadcom, Dover, VMware, Nvidia, Products Company, CNBC Locations: Dover, Eaton

☆ 10 things to watch in the stock market Tuesday including Nvidia price-target hikes
▼ + stars: | 2024-06-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

JPMorgan boosted its price target on shares of Apple to $245 each from $225 after the firm raised iPhone volume expectations in 2025 and 2026 due to artificial intelligence upgrades. More price-target hikes for Nvidia : Wells Fargo went to $155 a share from $125 at Wells Fargo while Rosenblatt Securities went to $200 from $140. Piper Sandler called the sell-off in Celsius Holdings overdone and reiterated its $90 price target and buy-equivalent rating. Meanwhile, Stifel increased its price target on the memory chipmaker's stock to $165 a share from $145 ahead of earnings June 26. Netflix 's price target raised to $750 a share from $700 by analysts at Loop Capital.

Persons: Wells Fargo, Piper Sandler, Kroger, Lennar, Netflix's, Jim Cramer's, Jim Cramer, Jim, Nvidia Piper Sandler, Merck Micron Lennar Piper Sandler Organizations: JPMorgan, Apple, Nvidia, Rosenblatt Securities, Holdings, BMO Capital, Kroger, Albertsons, Merck, Food and Drug Administration, Investors, Micron, Bank of, Netflix, Loop, NFL, Jim Cramer's Charitable, CNBC, Holdings BMO Capital, Merck Micron Locations: Wells, Bank of America's, Miami, U.S

☆ Nvidia swipes the crown from Microsoft — plus, the fuel for Best Buy's latest move higher
▼ + stars: | 2024-06-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Up next: There's not a whole lot expected to happen on Wall Street over the next 24 hours. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Eaton —, There's, we'll, we're, Jim Cramer's, Jim Organizations: CNBC, Nvidia, Apple, Microsoft, Broadcom, Energy, Boeing, UBS, Accenture, Kroger, Olive Garden, Darden, Jim Cramer's Charitable Locations: Wells, Dover, U.S

☆ CNBC's Investing Club on how to manage your portfolio so you stay diversified
▼ + stars: | 2024-06-17 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC's Investing Club on how to manage your portfolio so you stay diversifiedCNBC's Jim Cramer and Jeff Marks, director of portfolio analysis for the CNBC Investing Club, discuss the different ways investors can make sure their portfolios are diversified enough.

Persons: Jim Cramer, Jeff Marks Organizations: CNBC

☆ Constellation is on pace for its best day of the year — here's what may be fueling the rally
▼ + stars: | 2024-06-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Constellation rebounds: There's a strong move happening in Constellation Brands for reasons that are not entirely clear. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Eli Lilly, donanemab, CNBC's Sara Eisen, Michael Dell, Jim Cramer's, Jim Organizations: CNBC, Markets, Nasdaq, Nvidia, Apple, Broadcom, Club, Honeywell, Energy, Drug Administration, Constellation Brands, Jefferies, Modelo, Corona, Dell Technologies, UBS, Jim Cramer's Charitable Locations: U.S

☆ 10 things to watch in the stock market Monday on a holiday-shortened week
▼ + stars: | 2024-06-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

For the week: The tech-heavy Nasdaq gained 3.2%, while the S & P 500 rose 1.6% and the Dow fell 0.5%. The analysts raised their price target to $106 per share from $85. There were several price target bumps on Micron ahead of earnings next week on June 26. Nike price target was lowered to $114 per share from $116 at Morgan Stanley. Citigroup price target was increased to $66 per share from $63 by RBC Capital.

Persons: Wedbush's Ives, Toll, Goldman Sachs, Morgan Stanley, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Dow, Fed, Citi, UBS, Microsoft PT, Microsoft, Apple, Union Pacific, Loop, Autodesk, Wall Street, Micron, Bank of America, PT, Nike, Citigroup, RBC Capital, Jim Cramer's Charitable, CNBC, Dow Nasdaq, Microsoft Apple, Union Pacific Activist Investor, Micron Nike Citigroup

☆ Disney is rallying after a big box office win — here's when we'd buy more shares
▼ + stars: | 2024-06-17 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. After closing at a record Thursday, the S & P 500 lost just 0.04% in Friday's session. The divergence between tech and many other sectors in the S & P 500 is apparent in the S & P Short Range Oscillator, our trusted momentum indicator that we use to take the pulse of the market. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jeff Marks, Marks, Disney's, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Dow Jones, Broadcom, Disney, Marvel Locations: China

☆ Analysts say to buy Best Buy stock for an AI device upgrade boost and a whole lot more
▼ + stars: | 2024-06-17 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Coming on Tuesday, Microsoft plans to start selling new AI-enabled laptops at Best Buy, with roughly 40% of Copilot+ PCs exclusive to the retailer. We think that high-end offerings like these will give Best Buy a much-needed boost in sales and later for its stock price, too. In Monday's note to clients, the analysts also said that Best Buy can get a "volume benefit from lowering prices on previous models of the same product." That's a key reason why we first initiated our position in Best Buy earlier this year. People walk past a Best Buy store in Manhattan, New York City, November 22, 2021.

Persons: I'm, it's, Jeff Marks, Marks, we've, Jim Cramer's, Jim Cramer, Jim, Andrew Kelly Organizations: UBS, CNBC, Club, Microsoft, Federal, 1Q Locations: Friday's, Manhattan , New York City

☆ How Apple, Microsoft and 3 other tech giants can make money with AI geared to consumers
▼ + stars: | 2024-06-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +10 min

(Expected AI-driven device upgrades from Apple, Microsoft, and other personal tech makers is the reason we're invested in Best Buy . Microsoft, Apple and fellow Club name Nvidia have all eclipsed $3 trillion market values — and have been wrestling for the top spot as the most valuable U.S. company. META YTD mountain Meta Platforms (META) year-to-date performance Meta Platforms is monetizing consumer interest in AI by boosting user engagement. The Meta AI generative artificial intelligence assistant is currently free to use. AMZN YTD mountain Amazon (AMZN) year-to-performance Comparable to Meta, Amazon offers AI to consumers for free to increase engagement on its dominant e-commerce platform.

Persons: Tim Cook, Siri, Apple, WWDC, Piper Sandler, Jim Cramer, Bard, Missteps, Jim, Jim Cramer's, Eugene Mymrin Organizations: Apple, Apple Intelligence, Developer Conference, Microsoft, Services, Cook, Co, AI Party, Bloomberg, Microsoft's, Computing, Club, Nvidia, Gmail, Google, ChatGPT, Facebook, Citi, Meta, Amazon, Amazon Web Services, CNBC Locations: China, Cupertino, U.S

☆ The 4 key things we're watching in the stock market this holiday-shortened week
▼ + stars: | 2024-06-15 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Also helping was the 8.5% rally in portfolio heavyweight Nvidia following its 10-for-1 stock split on Monday. Within the Club this week, we heard from Broadcom , which reported strong quarterly results and announced its own 10-for-1 stock split. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Economists, Jerome Powell, financials, That's, Here's, FactSet, Lennar, LEN, Jabil, Smith, Jim Cramer's, Jim Cramer, Jim, Brendan McDermid Organizations: Nasdaq, Dow Jones, Wednesday, PPI, Apple, Broadcom, Oracle, Adobe, Nvidia, Investors, Housing, Monday, Darden, Olive Garden, Longhorn, U.S, Accenture, Kroger, KR, Wesson, Jim Cramer's Charitable, CNBC, Federal Reserve, New York Stock Exchange Locations: U.S, Olive, New York City

☆ Jim Cramer says he would take profits in our big AI winner of the week. Here's why
▼ + stars: | 2024-06-14 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. After a more-than-20% surge this week on the back of a strong earnings report, Jim Cramer said he would sell some Broadcom on Friday if not for our restrictions. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jeff Marks, Jim, Jim Cramer's Organizations: CNBC, Nvidia, Broadcom, Apple, Microsoft, there's, GE Healthcare, Palo Alto Networks, Club, DuPont de Nemours, JPMorgan, Companies Locations: AVGO

☆ The AI trade dominated this week — here's how we're responding to the market divergence
▼ + stars: | 2024-06-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Market check: Stocks are trending lower Friday, a day after the S & P 500 and Nasdaq closed at a new record high. At nearly $800 billion following its earnings-driven surge this week, Broadcom is among the 10-most valuable companies in the S & P, too. Just like the Dow has lagged the S & P and tech-heavy Nasdaq, most of our Club-owned Dow names have been laggards. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Dow, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Broadcom, Nvidia, Apple, Microsoft, Palo Alto Networks, DuPont, Dow Jones, Dow, Honeywell, Procter & Gamble, Disney, New York Stock Exchange, Jim Cramer's Charitable Locations: Palo Alto

☆ We're locking in a big gain on a tech stock that erased most of a recent sell-off
▼ + stars: | 2024-06-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Palo Alto Networks has had a strong week, rallying more than 5% to trade back near its highest levels since before the stock's dramatic February sell-off . Still, we think it's prudent to lock in some gains on Palo Alto considering Wall Street's recent attitudes toward the company. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer's, It's, Jim Cramer, Jim Organizations: Palo Alto Networks, Palo, Broadcom, VMware, CNBC Locations: Palo, Palo Alto

☆ We're picking up more shares of an industrial stock on weakness pre-breakup
▼ + stars: | 2024-06-14 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Following Friday's trade, Jim Cramer's Charitable Trust will own 1,125 shares of DD, increasing its weighting in the portfolio to 2.7% from 2.5%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer's, Stocks, Ed Breen, Jim Cramer, Jim Organizations: DuPont, DD, Treasury, Electronics, CNBC Locations: Nucor

☆ Jim Cramer touts Adobe's place in AI race — plus, his latest thoughts on bank stocks
▼ + stars: | 2024-06-14 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +2 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Twilio : Shares dropped more than 2.5% after Morgan Stanley downgraded the communications software maker's stock to a hold-equivalent rating. The Investing Club owns Palo Alto Networks . Morgan Stanley is the other financial in the portfolio. "Morgan Stanley is more problematic to me," given the positioning of rival Goldman Sachs , Cramer said.

Persons: Jim Cramer's, They've, Jim Cramer, Morgan Stanley, Cramer, Keefe, Goldman Sachs Organizations: CNBC, Club, Wynn, Resorts, CNBC Investing, JPMorgan, Investing Club, Palo Alto Networks, Bank of America, Investing Locations: U.S, Carolina, Wells, Fargo

☆ Here are 9 stocks that can benefit from Fed interest rate cuts
▼ + stars: | 2024-06-13 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Housing We see Stanley Black & Decker as a major beneficiary of Fed rate cuts due to its link to the housing market. On the one hand, lower rates mean a bank like Wells Fargo makes less money on the money it lends. Biotech Danaher should also see some benefit as lower rates lead to improved funding dynamics for biotech companies. Like in housing, monthly payments become far more manageable at lower rates, and therefore affordability and demand, stand to increase. Salesforce , which has also highlighted more measured deal activity, might not benefit as much from lower rates.

Persons: Jerome Powell, Stanley Black, Decker, Stanley, That's, Wells, Morgan Stanley, SVB, Ford, We're, Jim Cramer's, Jim Cramer, Jim, David Paul Morris Organizations: Nasdaq, CNBC, Fed, Biotech, Silicon Valley Bank, Ford, Palo, Networks, Microsoft, Jim Cramer's Charitable, Bloomberg, Getty Locations: Wells, Wells Fargo, Silicon Valley, Colma , California

☆ Here's why Danaher shares fell 4% on Thursday — a week after hitting record highs
▼ + stars: | 2024-06-13 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks little changed: Markets were mixed to lower Thursday following a rally to new record highs Wednesday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Danaher, Tony Hunt, Repligen, Stifel, we'll, Jim Cramer's, Jim, Andrew Kelly Organizations: CNBC, Treasury, Broadcom, Jim Cramer's Charitable, New York Stock Exchange Locations: financials, Michigan, New York City, U.S

☆ This portfolio chip stock is the second-best AI play behind Nvidia
▼ + stars: | 2024-06-13 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. "Behind Nvidia, it's the second-best way to play AI in the chips space," said Jeff Marks, the Club's director of portfolio analysis. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Jerome Powell, Jeff Marks, Eli Lilly, Lilly, Jim Cramer's, Jim Organizations: CNBC, Broadcom, Management, Michigan, Club, Novo Nordisk, Bloomberg

☆ Broadcom surges to a record after earnings. 3 reasons why the stock can go even higher
▼ + stars: | 2024-06-13 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Broadcom surged more than 12% to a record high Thursday following an excellent fiscal second-quarter earnings report on Wednesday night . The other part of Broadcom's AI business is selling products like Ethernet switches that help stitch together servers inside data centers. AVGO 1Y mountain Broadcom's stock performance over the past 12 months. Tan said on the call Wednesday that customer — aka Apple — is all of Broadcom's wireless business. Wall Street estimates for Broadcom's wireless business will need to rise to reflect the increased iPhone demand we expect to see.

Persons: —, Hock Tan, Tan, Jim Cramer's, Jim Cramer, Jim, Justin Sullivan Organizations: Broadcom, Nvidia, Apple, Apple Intelligence, America, VMWare, CNBC, Getty Locations: San Jose , California

☆ Jim Cramer says it's still too early to buy Nike — but he likes these 3 stocks
▼ + stars: | 2024-06-13 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +1 min

Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. Shares added more than 2%. "I like the stock very much," Jim Cramer said, acknowledging that CEO Michael Hsu has needed to implement needed to cut costs as part of a business reorganization. Nike : Shares added 0.4% after analysts at Deutsche Bank resumed coverage of the athletic footwear and apparel maker with a buy rating. "I would be very careful" with Nike's stock, Cramer said.

Persons: Jim Cramer's, Jim Cramer, Michael Hsu, Cramer, Dave, Joey Chestnut, Takeru Kobayashi Organizations: CNBC, Club, Clark : Bank of America, CNBC Investing Club, Procter, Gamble, Nike, Deutsche Bank, Netflix, Cola, Citigroup

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