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☆ What Google’s antitrust defeat means for the search giant and its partner Apple
▼ + stars: | 2024-08-06 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

The antitrust ruling against Google may not be the lose-lose scenario for the search giant and its key partner Apple that some are predicting. At the heart of the case is Google's exclusive relationship with device makers to be the default search engine on their screens. Google paid Apple $20 billion in 2022 alone for the privilege, according to recent court documents. AAPL YTD mountain Apple (AAPL) year-to-date performance "By collateral damage of course, this is negative for Apple," Jim said. Bank of America analysts tried to assuage Apple investors' concerns around services revenues.

Persons: Sherman, Kent Walker, Walker, Jim Cramer, Jim, —, Jim Cramer's, Jason Alden Organizations: Google, Apple, Barclays, Firefox, Yahoo, Bank of America, CNBC, Bloomberg, Getty Locations: U.S

The epicenter is Japan," Jim said during the Club's Morning Meeting. However, significant changes in the currencies can "force you to unwind the trade," Jim explained. 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, we'll, Jim, Wells Fargo, we're, It's, Morgan Stanley, Stanley Black, Jim Cramer's, DOV Organizations: CNBC, Overseas, Nikkei, U.S ., U.S, Nextracker, Microsoft, Treasury, Energy, Uber Technologies, Caterpillar, Super Micro, Corp, NXT Locations: Japan, U.S, Dover, DuPont, Wells

☆ Why Wells Fargo is the most attractive bank stock as the sell-off continues
▼ + stars: | 2024-08-05 | 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. 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, Warren Buffett's Berkshire Hathaway, Buffett, Jim, We're, Wells, Jim Cramer's Organizations: CNBC, Dow Jones Industrial, Big Tech, Apple Locations: Wells Fargo, Wells

☆ Jim Cramer urges investors to buy stocks as the market sinks in worst day in 2 years
▼ + stars: | 2024-08-02 | by ( Paulina Likos | ) 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. "This company is in such great hands that you have to buy some stock here," Jim advised investors. 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, Stocks, Apple, Thursday's, there's, Jim, Eaton, Morgan Stanley, Jim Cramer's Organizations: CNBC, Nasdaq, Apple, Services, AMD Locations: Philippines, India, Indonesia, Wells Fargo

☆ Eli Lilly bucks the down market on a case for wider coverage of its weight-loss drug
▼ + stars: | 2024-08-01 | by ( Paulina Likos | ) 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. For the rest of the market, Jim noted "pockets of weakness" in the consumer discretionary and industrials sectors. 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, Stocks, Jim, Eaton, it's, Eli Lilly, Jim Cramer's Organizations: CNBC, Federal Reserve, Meta, Facebook, Apple, Medicare, Novo Nordisk Locations: Eaton, U.S

☆ Nvidia stock's recent decline may present a buying opportunity for some investors
▼ + stars: | 2024-07-30 | by ( Paulina Likos | ) 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. If he can do this "he's got a good stock," Cramer said. 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, Stanley Black, It's, Cramer, Jim, Laxman Narasimhan's, he's, Elliot Management, Jim Cramer's Organizations: CNBC, Decker, Procter, Gamble, SWK, Nvidia, Meta, Microsoft, Starbucks

☆ P&G stock deserves to be down after a messy quarter — but not by this much
▼ + stars: | 2024-07-30 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +9 min

Despite that, P & G had a spotty quarter, which could give fuel to investors worried that a deterioration in the consumer would make its guidance harder to achieve. Nevertheless, P & G still fills an important role in a diversified portfolio, and its business is on solid footing. That includes North America, where organic sales grew 4%, and Europe, where organic sales increased 2% despite a difficult 12% comparison in the year-ago period. That helps explain how you get organic sales in China down 9%, albeit a slight sequential improvement from the 10% drop in the third quarter. It saw a mid-single digit decrease in organic sales because of market-share losses for its Luvs diapers.

Persons: Gamble, Stanley Black, Decker, Procter, Jim Cramer, Andre Schulten, Jon Moeller, Jim, it's, Jim Cramer's, Andrew Kelly Organizations: Procter, Revenue, LSEG, Procter & Gamble, Colgate, Palmolive, Unilever, Federal Reserve, SK, Care, CNBC Locations: U.S, Western Europe, North America, Europe, China, Japan, Middle, Manhattan , New York City

☆ Jim Cramer's advice on Abbott Labs stock after a nearly $500 million baby formula verdict
▼ + stars: | 2024-07-29 | by ( Matthew J. Belvedere | ) 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. Jim Cramer said Monday these are "going to be impactful situations." 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, Thursday's, Jim, Abbott, Jim Cramer's Organizations: CNBC, Microsoft, Apple, Bloomberg, iPhone, Abbott Laboratories, Jim Cramer's Charitable

☆ Jim Cramer slams Ford on post-earnings plunge, says lack of buyback is outrageous
▼ + stars: | 2024-07-25 | by ( Paulina Likos | ) 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. What we've been seeing in the market lately is a "classic pullback," Jim Cramer said Thursday. 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, Russell, Ford, management's, Jim, We're, Jim Cramer's Organizations: CNBC, Nasdaq, Nvidia, Ford Pro Locations: Wednesday's

☆ The biggest winner from Tesla and Alphabet earnings? Jim Cramer says it's Nvidia
▼ + stars: | 2024-07-24 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

What we learned from Tesla and Alphabet earnings gave us reasons to remain upbeat about Nvidia shares despite another brutal tech sell-off . Nvidia was the "big winner" Tuesday evening, Jim Cramer said Wednesday on CNBC. The Club stock was down only 3% at the time of Jim's comments. Following an earnings miss that pressured Tesla stock, CEO Elon Musk sang Nvidia's praises. 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, Tesla, Elon Musk, Musk, we've, ChatGPT, Musk's, Sundar Pichai, Pichai, Nvidia's, Blackwell, Jim, Jim Cramer's, Jensen Huang, Cheng Organizations: Nvidia, CNBC, The Club, Nasdaq, Microsoft, Devices, Google, Management, Club, AFP, Getty Locations: Taipei

☆ Alphabet's earnings sell-off is unwarranted. Here's how Jim Cramer would approach the stock now
▼ + stars: | 2024-07-24 | by ( Paulina Likos | ) 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. Jim Cramer called out the decline in U.S. government bond yields, saying it points to signs that "the economy is weakening." 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, Jim, Ford, Estee Lauder, Cramer, Jim Cramer's Organizations: CNBC, Apple, Google, RBC Capital

☆ Activist pressure at Starbucks is the jolt the coffee giant needs to shake its slump
▼ + stars: | 2024-07-22 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

Elliott Management's stake in Starbucks is exactly the jolt the struggling coffee stock needs to return to its winning ways. The well-known activist hedge fund has taken a significant position in Starbucks and is in discussions with the company on ways to improve its depressed stock price, The Wall Street Journal reported Friday afternoon. "I think Starbucks is a very big buy here because of Elliott," Jim Cramer said Monday on CNBC. SBUX YTD mountain SBUX stock performance year-to-date. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Elliott Management's, Jim, Elliott, Jim Cramer, …, Paul Singer, Laxman Narasimhan, Marc Benioff, Newlands, Laxman, BTIG, TD Cowen, Jim Cramer's, Beata Zawrzel Organizations: Starbucks, Street, CNBC, Constellation Brands, Modelo, Nurphoto, Getty Locations: North America, Sluggishness, China, Seattle, U.S, Krakow, Poland

☆ Why we're brushing off Wall Street's concerns about Advanced Micro Devices
▼ + stars: | 2024-07-22 | 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. Meanwhile, the Wall Street analysts argued that hedge funds have become more bearish on fellow portfolio name Advanced Micro Devices . 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, clawing, Estee Lauder, Joe Biden, Kamala Harris, Harris, Biden, Donald Trump, Jim, She's, Jim Cramer's Organizations: CNBC, Club, Nvidia, Apple, Microsoft, Citigroup, Broadcom, VMware, Wall Street, Devices, Citi, AMD Locations: Silicon Valley

☆ Meta eyes a small stake in Ray-Ban maker. Why Jim Cramer says it's a big deal
▼ + stars: | 2024-07-18 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

The companies have partnered on the Ray-Ban Meta smart glasses for years, with the second-generation frames going on sale in October 2023 and by all accounts exceeding expectations. "Taking that stake in EssilorLuxottica [would be] a very big deal," Jim Cramer said Thursday on CNBC, noting how strong demand for the Ray-Ban Meta glasses have been. The second-gen Ray-Ban Meta smart glasses incorporate the tech firm's artificial intelligence assistant, MetaAI, which enables wearers to ask questions about their surroundings and get answers. This is a hand-over-fist production" for Ray-Ban Meta glasses, Jim said Thursday. Ray-Ban Meta Smart Glasses 2nd generation at a Meta Platforms event in San Francisco, California, US, on Sept. 18, 2023.

Persons: Ray, cautioning, Meta, Jim Cramer, Meta's, Mark Zuckerberg, Zuckerberg, Jim, we'll, Jim Cramer's, David Paul Morris Organizations: Financial Times, Street, Meta, Ray, CNBC, Reality Labs, Bloomberg, Getty Locations: France, EssilorLuxottica, San Francisco , California

Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Costco : While Costco gets nearly 7% of its sales from China, Jim said it's unlikely its business would be threatened by geopolitics given the company's popularity in the country. Constellation Brands : There's no doubt that the Modelo and Corona parent is a less attractive stock under Trump compared with Biden. 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.

Persons: Jim Cramer's, Jim, Donald Trump, Abbott's, Reckitt Benckiser, we're, there's, it's, Biden, Dupont, Trump, Walt Disney, Nelson Peltz, Jim said, Estee Lauder, Eaton, Honeywell's, Washington that's, Eli Lilly, Roche, Eli Lilly's, Lilly, Sen, J.D, Vance of, Morgan Stanley, ChatGPT, chipmaker, Laxman Narasimhan, Stanley Black, Decker, rightsizing, Wells, Wynn, he's, Jim Cramer, Brendan McDermid Organizations: Jim Cramer's Charitable Trust, CNBC, Trump, Abbott Laboratories, AMD, Broadcom, VMWare, Costco, Coterra Energy, White, Bloomberg, Federal, Motors, Ford, GE Healthcare, Big Tech, Honeywell, Air Products, Linde, Meta, Microsoft, Investors, OpenAI, Republican, Palo Alto Networks, Palo, Procter & Gamble, Biden, Constellation Brands, Modelo, The, TJX, Wynn Resorts, Club, Jim Cramer's Charitable, Traders, New York Stock Exchange Locations: China, Dover, U.S, Washington, Vance of Ohio, Meta, Taiwan, Israel, Gaza, Corona, Wells Fargo, Macau, New York City

☆ Why Wells Fargo shares will rise once the Fed starts cutting interest rates
▼ + stars: | 2024-07-15 | 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. Jim Cramer said Wells is a portfolio stock that will rise once the Federal Reserve lowers rates, leading to a rebound in the bank's interest-based revenues. 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, Donald Trump, Morgan Stanley, Monday's, clawing, Wells, Jim, Jim Cramer's Organizations: CNBC, Dow Jones Industrial, Abbott Laboratories, Companies, Wells, Federal, Costco Wholesale, Costco Locations: Wells Fargo, Wells, U.S, Canada

☆ Jim Cramer says buy the plunge in Macy's — plus his thoughts on 4 more stocks
▼ + stars: | 2024-07-15 | 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. Macy's : Shares tumbled 13% after the retailer announced it was ending buyout talks with an activist investor group. "This is a good chance to buy Macy's," said Jim, who has generally been positive on CEO Tony Spring's turnaround plan. Cleveland-Cliffs : Shares were roughly flat after the company announced a deal to buy Canadian steelmaker Stelco for $2.8 billion. Jim noted that Cleveland-Cliffs says the acquisition is immediately additive to earnings per share, "which means buy it."

Persons: Jim Cramer's, Goldman Sachs, —, Jim Cramer, Jim, Tony Spring's, there's Organizations: CNBC, Club, Nasdaq, Nvidia, Electronic Arts, Citigroup, AMD Locations: Cleveland

☆ Here's why the cooler consumer inflation we wanted flipped the stock market on its head
▼ + stars: | 2024-07-11 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

It also gave investors the green light to rotate out of this year's tech winners and into rate-sensitive stocks. In other words, we're right back to the market expecting as many as three cuts by the end of the year. 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: Jim Cramer, toolmaker Stanley Black, Decker, Jim, Price, That's, We've, we've, Jim Cramer's, Eric Thayer Organizations: Federal Reserve, CNBC, PPI, Walmart, Costco, PepsiCo, CPI, U.S, Nasdaq, Jim Cramer's Charitable, Aldi, Bloomberg, Getty Locations: Alhambra , California

☆ Starbucks' plan for stock gains includes more than just discounts and value combos
▼ + stars: | 2024-07-07 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

He needs to execute better," Jim Cramer stressed, referring to Starbucks CEO Laxman Narasimhan, during the Investing Club's June Monthly Meeting . Then in mid-June, Starbucks launched its limited-time "Pairings Menu," which includes a $5 coffee-and-croissant combo and a $6 coffee-and-breakfast-sandwich deal. Order up Jefferies' Barish also raised questions about Starbucks' menu innovations, arguing its updated drink options are not driving sales as much as hoped. 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: it's, Jim Cramer, Laxman Narasimhan, Jim, Rachel Ruggeri, Burger King, Jefferies, Andy Barish, Barish, TD Cowen, Cowen, Edward Lewis, Lewis, they're, Narasimhan, Ruggeri, Berry, Long, We've, Jim Cramer's, Spencer Platt Organizations: Starbucks, Taco Bell, Street, CNBC, Getty Locations: North America, Israel, Gaza, China, Burger, Manhattan, New York City

☆ Why Jim Cramer wants to buy more Disney — plus Wall Street praises our newest stock
▼ + stars: | 2024-06-28 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 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. Disney on radar: Shares of Club name Disney dropped 3% on Friday, breaching the $100 level that Jim Cramer has in recent weeks identified as a favorable price to buy more stock. Solar praise: Analysts at Susquehanna offered upbeat commentary Friday on our newest stock: Nextracker , which joined the portfolio a day earlier . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Disney Cruise Line's Disney Dream is seen docked in Port Canaveral, Florida, on July 30, 2021.

Persons: Jim Cramer, Dow, Jim, Jim's, Donald Trump's, Trump, Cramer, Jerome Powell, he's, Powell, Joe Biden, Morgan Stanley, Jim Cramer's, Joe Burbank, Mark Gauert Organizations: CNBC, ., Federal, Nasdaq, Dow Jones, Nike, Dow, Nvidia, Apple, Broadcom, Disney, House, Trump, Susquehanna, Microsoft, Jim Cramer's Charitable, Disney Cruise, Orlando Sentinel, Tribune, Service, Getty, Sun Sentinel Locations: U.S, Nextracker, Wells Fargo, Port Canaveral , Florida

Here's a rapid-fire update on all 33 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Best Buy : Jim said Best Buy's pullback in recent days has created a buying opportunity in the electronics retailer. Salesforce : The stock has in recent weeks clawed back some of its post-earnings plunge , even before Thursday's 6% surge. Wynn Resorts : Wynn is another stock in the portfolio that, it's become increasingly clear, trades based on its exposure to China. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Jim, Wall, Abbott, Johnson, We're, haven't, it's, Walt Disney, Estee Lauder, levered, Eli Lilly, Lilly, Morgan Stanley, Goldman Sachs, OpenAI, Jensen Huang, Nikesh Arora's, Stanley Black, Decker, TJX, We've, Wells, Charlie Scharf poaches, Wynn, Jim Cramer, Michael M Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Abbott Laboratories, Prime, Web, Broadcom, VMWare, Costco Wholesale, Costco, Coterra Energy, DuPont, Walt, Disney, Nvidia, Ford Motor, Ford, Blue, Motors, GE Healthcare, GE, Management, Honeywell, Linde, Microsoft, Palo Alto Networks, Procter & Gamble, Constellation Brands, Modelo, Corona, Fed, TJX, JPMorgan, Wynn Resorts, Wynn, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: China, Covid, Dover, Eaton, Palo Alto, U.S, Wells Fargo, Las Vegas

☆ Why Apple's focus on AI privacy could help fuel the next iPhone upgrade cycle
▼ + stars: | 2024-06-26 | by ( Morgan Chittum | ) 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. Apple shares jumped 2% Wednesday after Rosenblatt Securities upgraded the iPhone maker to a buy rating from hold. 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, Cantor Fitzgerald, Jim, Tim Cook, Morgan Stanley, Wells, Jefferies, Jim Cramer's Organizations: CNBC, Nasdaq, Big Tech, Apple, Nvidia, Rosenblatt Securities, Federal Locations: Wells Fargo

☆ Amazon can keep its record run going due to a major catalyst — and it's not the cloud
▼ + stars: | 2024-06-26 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

BofA called out the importance of Amazon's retail margin because it has generated more estimated outperformance than its cloud business Amazon Web Services (AWS). Add on same-day delivery, Jim asked, rhetorically, "Why would you go to the store on the way home when it's at your home." Fifty-one percent of respondents, a survey record, said they opted for Amazon's same-day delivery option. Based on these results, Evercore believes Prime same-day delivery is a "multiplier to purchase frequency and overall spend." The latest Wall Street analysis and thoughts from Jim support the idea of further room for Amazon stock to run higher.

Persons: BofA, Amazon's, Andy Jassy, Jassy, Jim, Evercore, Jim Cramer's, Jim Cramer, Michael M Organizations: U.S, Bank of America, United Parcel Service, FedEx, Web Services, Amazon, Walgreens, Logistics, Adobe Analytics, Club, CNBC, Santiago, Getty Locations: U.S, New York City

☆ DuPont draws suitors for its water unit, plus what's driving Eli Lilly's bounce
▼ + stars: | 2024-06-25 | by ( Morgan Chittum | ) 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. Jim Cramer argued that the market's been too focused on the AI darling. 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, Jim, Eli Lilly, Novo Nordisk's Wegovy, Mounjaro, Ozempic, Jim Cramer's Organizations: CNBC, Nasdaq, Nvidia, DuPont, Bloomberg, Novo Nordisk's, Club Locations: China, LLY

☆ We're not ready to echo Goldman's call to buy Disney — here's why
▼ + stars: | 2024-06-25 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Disney picked up an endorsement from a top Wall Street firm — but Jim Cramer said the analysts' reasons to buy are not enough to drive the stock higher. Goldman Sachs initiated coverage of Disney with a buy rating and $125-per-share price target, implying more than 22% upside from where the stock closed Monday. In addition to recommending Disney, analysts started coverage of Fox and Comcast , the parent company of CNBC, with buy ratings. The firm sees Disney as the best-positioned rival to streaming leader Netflix and predicted steady progress on profitability ahead. A sign welcomes visitors near an entrance to Walt Disney World on February 01, 2024, in Orlando, Florida.

Persons: Jim Cramer, Goldman Sachs, Jim, Goldman, Nelson Peltz's, we're, Bob Iger's, We're, hasn't, Jim Cramer's, Joe Raedle Organizations: Disney, ESPN, —, Fox, Comcast, CNBC, Hulu, Sports, Entertainment, Netflix, Walt Disney World, Getty Locations: Orlando , Florida

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