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Thursday, September 26, 2024: The Club breaks down earnings from this chipmakerGo behind the scenes with Jeff Marks of the CNBC Investing Club as he talks candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how The Club decides when, and if, to take action on stocks.
Persons: Jeff Marks Organizations: CNBC, Club, Trust
Wednesday, September 25, 2024: The Club is trimming this social media holdingGo behind the scenes with Jeff Marks of the CNBC Investing Club as he talks candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how he decides when, and if, to take action on stocks.
Persons: Jeff Marks Organizations: CNBC, Club, Trust
Markets: The S & P 500 has slipped into the red since the Morning Meeting. By the way, since the Sept. 6 close, the S & P 500 jumped nearly 6%, closing at a record 5,732 on Tuesday. 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, Salesforce, Meta, Dana her, it's, oversold, Mark Zuckerberg, Zuckerberg, Thursday's, Jim Cramer's, Jim Organizations: CNBC, ., Nasdaq, Nvidia, Meta, Microsoft, West Texas, Apple, Micron, Jefferies, Accenture, CarMax, Costco, Jim Cramer's Charitable Locations: China, Menlo Park , California
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The Club stock kicked into high gear Tuesday on a Barron's report that CEO Jensen Huang completed a predetermined stock trading plan. 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, Jensen Huang, Wednesday's, Jeff Marks, it's, Jim Cramer's, Jim Organizations: CNBC, Treasury, Nvidia, Club, Micron, Apple, Wall Street, Apple Intelligence
Top 10 things to watch Wednesday, Sept. 25 — Today's newsletter was written by the Investing Club's director of portfolio analysis, Jeff Marks. 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: Jeff Marks, Morgan Stanley's, Adam Jonas, Jonas, Tyson Food, Piper Sander, KeyBanc, they've, Wells, Baker Hughes, Halliburton, SLB, Baird, Gabrielle Fonrouge, Expedia, Cowen, Oppenheimer, Jim Cramer's, Jim Cramer, Jim Organizations: Club, Nvidia, Micron, U.S, Ford, General Motors, Hewlett Packard Enterprise, Barclays, Juniper Networks, Micro, Dell Technologies, Union Pacific, Department, Google, Jim's, Jim Cramer's Charitable, CNBC Locations: U.S, China
The Chinese central bank's largest stimulus measures since Covid should provide the world's second-largest economy with a much-needed boost, which should help our portfolio companies doing business there. The Club has a broad range of companies with significant sales exposure to China, and some with none. Here's a look at the percentages in our 32 stock portfolio, as well as recent earnings call commentary, about the business climate and the potential in China. On the industrial side, DuPont has the most China exposure because of its electronics and water businesses. Eaton and Dover don't have nearly as much China exposure.
Persons: Donald Trump, Kamala Harris, Biden, Colette Kress, Tim Cook, Brian Niccol, Gamble, Andre Schulten, Peter Arduini, Lori Koch, Stanley Black, , Jeff Marks, Jim Cramer's, Jim Cramer, Jim, Peng Organizations: People's Bank of China, Wall, Commodities, Republican, House, Democratic, Trump, Broadcom, Nvidia, AMD, Nvidia's, Apple, Starbucks, Investors, Huawei, Jefferies, Consumer, Procter, Barclays, GE Healthcare, GE, DuPont, Banking, Coterra Energy, Investing, Jim Cramer's Charitable, CNBC Locations: Asia, China, America, U.S, Eaton, Dover, People's Republic of China
China related stocks were on the move Tuesday after the People's Bank of China said it will cut interest rates. What the Jefferies downgrade misses is the market is giving Starbucks a pass as Niccol builds his team and makes changes. Truist downgraded Club holding Costco to a hold rating ahead of earnings, which are out after Thursday's close. The analysts still have a hold-equivalent rating on Club holding Home Depot but boosted their price target to $400 per share. China related stocks were on the move Tuesday after the People's Bank of China said it will cut interest rates.
Persons: Brian Niccol, Chipotle, Jefferies, Truist, Salesforce, Piper Sandler, Oppenheimer, Regeneron, Eli Lilly, Pinterest, , Jeff Marks, Jim Cramer's, Jim Cramer, Jim Organizations: People's Bank of, Starbucks, Jefferies, Costco, Walmart, Analysts, Barclays, Constellation Brands, Oppenheimer, Justice Department, Visa, Bloomberg, Jim Cramer's Charitable, CNBC Locations: China, People's Bank of China, Japan
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, We're, Jefferies, Brian Niccol, Piper Sandler, Jeff Marks, Jim Cramer's, Jim Organizations: CNBC, Dow Jones, Nasdaq, GE Healthcare, Danaher, DuPont, Starbucks Locations: China, DHR
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. 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. 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.
Persons: Jim Cramer, we've, Jensen Huang, Huang, Oppenheimer, , We've, Cintas, Jim Cramer's, Jim Organizations: CNBC, China, Tech, Nvidia, Devices, Broadcom, Jim Cramer's Charitable
Tuesday, September 24, 2024: Here's which Club holdings have the most exposure to ChinaGo behind the scenes with Jeff Marks of the CNBC Investing Club as he talks candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how The Club decides when, and if, to take action on stocks.
Persons: Jeff Marks Organizations: China Go, CNBC, Club, Trust Locations: China
The White House wants to close a trade loophole exploited by Chinese discount e-retailers — a move that would have a ripple effect on at least two of our portfolio stocks: Amazon and Meta Platforms. The de minimis exemption has allowed Chinese e-commerce giants, particularly low-cost Temu and Shein, to flourish. Temu has risen in popularity in the U.S. for selling items directly from Chinese merchants at massive discounts. Temu is generally seen as a growing competitor to Amazon since its prices are often lower. Meta challenges On the other hand, the trade shift could present a challenge for Meta, which relies on advertising from e-commerce platforms.
Persons: Harris, hocking, Temu, it's, Jeff Marks, Shein, Meta, Jim Cramer's, Jim Cramer, Jim Organizations: Biden, Harris Administration, Amazon, Deutsche Bank, Deutsche Bank analysts, JPMorgan, Services, Meta, Management, CNBC, Getty Locations: U.S, China, Temu
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. 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: It's, Dow, Jim Cramer's takeaways, Cowen, Bernstein, Davidson, Dr Pepper, Morgan Stanley, Jim Cramer's, Jim Cramer, Jim Organizations: Micron, Jefferies, Costco, Nasdaq, Intel, Qualcomm, Apollo Global Management, JPMorgan, Nike, Dow, General Motors, Microsoft, Club, Holdings, Bank of America, Citi, Apple, Barclays, Constellation Energy, Jim Cramer's Charitable, CNBC Locations: San Francisco
Monday, September 23, 2024: The Club says not to trade this tech giant after its recent product releaseGo behind the scenes with Jeff Marks of the CNBC Investing Club as he talks candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how The Club decides when, and if, to take action on stocks.
Persons: Jeff Marks Organizations: CNBC, Club, Trust
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The Dow closed Friday at a record while the S & P 500 did so Thursday . Despite a slight dip in the S & P 500 Friday, the S & P Short Range Oscillator moved further into overbought territory at 7.3%. 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 Cramer's, Morgan Stanley, Goldman Sachs, Jim, Jeff Marks, Jeff Organizations: CNBC, Dow, Health, Intel, Qualcomm, Bloomberg News, Apollo Global Management, Apple, Barclays, JPMorgan, Citigroup Locations: U.S
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. After struggling near the open, consumer staples is making a push higher on the daily S & P 500 sector leaderboard. 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, There's, We're, Piper Sandler, Brown, Forman, Eli Lilly, Lilly, Jim Cramer's, Jim Organizations: CNBC, ., Constellation Brands, Corona, Modelo, Sunday, Abbott Laboratories, GE Healthcare, Novo Nordisk, Apple, Microsoft, Nvidia, Broadcom, Motors, Starbucks, Thor, Philadelphia Federal, Conference, Richmond, Jim Cramer's Charitable
Recall, that we initially had a view that competitors like Club name Palo Alto Networks would take advantage of this event to pitch their products. Sure the quarter was good because Palo Alto has a great product and value proposition, but it didn't suggest a massive departure from CrowdStrike. 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, Dow, It's, Eli Lilly, LLY's, Eli Lilly's, isn't, Jim Cramer's, Jim Organizations: CNBC, ., Novo Nordisk, Deutsche Bank, Palo Alto Networks, Palo Alto, Palo, KB, Micron, Jefferies, Costco, Jim Cramer's Charitable Locations: Palo
Friday, September 20, 2024: Cramer says he won't sell this 'well-run' wholesale retailerGo behind the scenes with Jim Cramer and Jeff Marks of the CNBC Investing Club as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how they decide when, and if, to take action on stocks.
Persons: Cramer, Jim Cramer, Jeff Marks Organizations: Go, CNBC, Trust
Thursday, September 19, 2024: Cramer says he's considering swapping this Big Bank for anotherGo behind the scenes with Jim Cramer and Jeff Marks of the CNBC Investing Club as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how they decide when, and if, to take action on stocks.
Persons: Cramer, Jim Cramer, Jeff Marks Organizations: Bank, CNBC, Trust
The S & P 500 gave up post-Fed gains Wednesday and closed modestly lower. Morgan Stanley should have a decent pop when trading opens because lower interest rates should boost parts of its business , including investment banking. MS YTD mountain Morgan Stanley YTD We thought Morgan Stanley's share price was too low to sell when we held our September Monthly Meeting last week. Based on premarket prices, Morgan Stanley shares were hovering around $101, representing a much better level to take some off. One more factor behind our trim is that the S & P Short Range Oscillator remained in overbought territory after Wednesday's close.
Persons: Morgan Stanley, Jim Cramer's, Stocks, Morgan Stanley's, Goldman Sachs, Morgan Stanley YTD, We'll, Jim Cramer, Jim Organizations: Federal Reserve, CNBC
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. Salesforce was having a strong session as well, taking in stride the late-day Wall Street Journal report that Disney will no longer use Salesforce-owned Slack after a data hack. 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. 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.
Persons: Jim Cramer, Dow, Jim Cramer's, Lisa Su, Salesforce, Slack, Procter & Gamble, Jim Organizations: CNBC, Federal Reserve, Nasdaq, Tech, Devices, Journal, Disney, Barclays, Treasury, Procter, Fed, FedEx, Jim Cramer's Charitable Locations: Procter &
The Fed was widely expected to lower short-term interest rates, but the 25 basis points versus 50 debate raged right up until the announcement. Mortgage rates: We talked last week during our September Monthly Meeting about how housing activity can start to pick up when mortgage rates fall off their cycle highs to somewhere in the range between 5% and 6.5%. However, what the data shows is how sensitive activity is to every dip in mortgage rates. 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, Jerome Powell, Stanley Black, Decker, Mortgage Banks, Jim Cramer's, Lisa Su, Oliver Garden, Jim Organizations: CNBC, ., Federal Reserve, Stanley, Mortgage, Micro, LongHorn, Darden, Jim Cramer's Charitable
Wednesday, September 18, 2024: Cramer warns not to judge this tech giant with old metricsJim Cramer and Jeff Marks of the CNBC Investing Club discuss the AI strategy of this enterprise software firm. Plus, they weigh in on this tech giant's upcoming product release cycle. And finally, they discuss this global coffee retailer's competition in China and turnaround plans in the United States.
Persons: Cramer, Jim Cramer, Jeff Marks Organizations: CNBC, Club Locations: China, United States
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. Muted session: U.S. stocks were flat Tuesday after the S & P 500 briefly made a new all-time high in the session. 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, hasn't, We're, Marc Benioff, Mills, Jerome Powell, Jim Cramer's, Jim, Kevin Mohatt Organizations: CNBC, Procter, Procter & Gamble, Jim Cramer's Charitable, U.S . Federal, Federal, Committee Locations: Procter &, San Francisco, Washington , U.S
Faster delivery is prompting more and more people to turn to Amazon to buy paper towels and other everyday items. The growing prevalence of one- and same-day delivery has made Amazon a much more convenient to place to shop for everyday essentials. "If people buy everyday essentials on Amazon, they're more likely to buy other products too," said Jeff Marks, the Club's director of portfolio analysis. This added convenience in ordering everyday essentials from Amazon comes at a challenging time for physical retailers known for selling those same products. The company likes "to be in the consideration set for consumers" in the everyday essentials since it helps drive market share gains, Olsavsky said.
Persons: , it's, Jeff Marks, Andy Jassy, Jassy, Gil Luria, Davidson, We've, Jim Cramer, Amazon's, Brian Olsavsky, Olsavsky, Wells, Ken Gawrelski, Gawrelski, Morgan Stanley, we're, Davidson's Luria, Luria, Jim, Jim Cramer's, Angus Mordant Organizations: Walgreens, CVS, Aid, D.A, Amazon, CNBC, Bloomberg, Getty Locations: Target, North America, New York
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. Debating P & G: We remain torn over traditional slowdown stocks like Procter & Gamble and other defensive consumer stocks. 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're, Morgan Stanley, Wells, Wells Fargo, It's, we've, Hock Tan, Rene Haas, Jim Cramer's, Jim, Charlie Scharf, Patrick T, Fallon Organizations: CNBC, Apple, Apple Intelligence, Micron, Currency, Procter, Gamble, Colgate, Palmolive, Broadcom, Arm, Jim Cramer's Charitable, Milken Institute Global Conference, Afp, Getty Locations: stock's, Wells Fargo, Beverly Hills , California
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