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☆ 2 health stocks are buys. They've been beaten up enough on Trump's RFK Jr. pick for HHS
▼ + stars: | 2024-11-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Following Monday's trade, Jim Cramer's Charitable Trust will own 550 shares of DHR, increasing its weighting to roughly 3.6% from 3.4%. Since the election, Danaher shares have fallen from $250 each to $230 while Eli Lilly shares have dropped from $806 to $720. LLY YTD mountain Eli Lilly YTD Eli Lilly shares fell from $903 to $846 after a disappointing third-quarter report where inventory destocking of its fast-selling GLP-1 medications caused the company to miss estimates and lower full-year guidance. But the possible appointment of RFK Jr. has created a whole host of uncertainty for Eli Lilly and the drug stocks at large. If you look out to 2026, Lilly shares are trading at roughly 24 times.

Persons: Jim Cramer's, Donald Trump, Robert F, Kennedy Jr, We're, Danaher, Eli Lilly, Bioprocessing, Eli Lilly's, Lilly, Jim Cramer, Jim Organizations: DHR, Care Sector Fund, Department of Health, Human Services, RFK Jr, National Institutes of Health, HHS, CNBC Locations: Danaher

That's sure to result in increased volatility for the companies in our portfolio exposed to China, the world's second-largest economy. Consumer-dependent stocks Apple and Starbucks may be the most at risk given they are more discretionary versus the aforementioned names. At the Club, Jim has bestowed his "own it, don't trade it" designation on only those two stocks, Apple and Nvidia. AAPL YTD mountain Apple YTD Furthermore, while China growth may be tempered, Apple is aggressively looking to grow its presence in India — both on the consumer side and product manufacturing side of its business. Bottom line The risks for companies that do business in China have certainly increased following Trump's presidential election win.

Persons: Donald Trump, Jim Cramer, Joe Biden, Jensen Huang, Leonardo da Vinci, Lisa Su, Su, Tim Cook, Trump, Jim, China —, Brian Niccol, Niccol, we're, Jim Cramer's, Xi Jinping, Kevin Lemarque Organizations: Devices, Nvidia, GE Healthcare, Apple, AMD, Trump, Club, Bloomberg, U.S, Starbucks, Yum Brands, China, Taco Bell, Chipotle, Jim Cramer's Charitable, CNBC Locations: we're, China, U.S, India, Vietnam, Osaka, Japan

☆ Billionaire investors were torn on Alphabet, Amazon. How they traded 5 portfolio stocks
▼ + stars: | 2024-11-15 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Club holdings Alphabet and Amazon found themselves on the fault line. Battleground tech GOOGL YTD mountain Alphabet (GOOGL) year-to-date performance Third Point, the hedge fund run by Dan Loeb, sold its entire nearly $333 million position in Alphabet last quarter. Third Point trimmed its Amazon holdings by nearly 28%. A fund's holdings may very well have changed by the time the previous quarters' filings are revealed. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Wall, Dan Loeb, David Tepper, Seth Klarman, Philippe Laffont's Coatue, Bill Ackman's Pershing, Daniel Sundheim, Coatue, Donald Trump's, Eli Lilly, Jim Cramer's, Jim, Jim Cramer, Sebastien Bozon Organizations: Management, Group, D1, Amazon, Big Tech, Nasdaq, Health, D1 Capital, GE Healthcare, Jim Cramer's Charitable, CNBC, AFP, Getty Locations: 13Fs, Danaher

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. This time around, Trump's tariff proposals on Chinese imports could help Amazon in its competition against low-price online sellers Temu and Shein. Salesforce : Not a Trump stock, but it wasn't a Kamala Harris stock either. Constellation Brands : The Mexican beer importer has been punished on fears about what Trump's tariff and immigration proposals could do to its business. 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's, Trump's, Abbott, Trump, Hock Tan, Tan, We'll, it's pricier, Morgan Stanley, Wells, Kamala Harris, Agentforce, That's, Biden, Dover, Eaton's, Elon, Waymo, JD Vance, we've, Linde, that's, Eli Lilly, Robert F, Kennedy Jr, Kennedy, Lilly, Mark Zuckerberg, Zuckerberg, Goldman Sachs, shouldn't, Nextracker, Brian Niccol, Niccol, Stanley Black, Decker, TJ Maxx, Wells Fargo, Jim Cramer Organizations: Jim Cramer's Charitable Trust, CNBC, Abbott Laboratories, Abbott Labs, White, Biden, AMD, Trump, Wednesday, Broadcom, VMWare, BlackRock, Costco, Coterra Energy, Coterra, DuPont, Disney, GE Healthcare, GE Aerospace, Google, Honeywell, Elliott Investment Management, Linde, Microsoft, Big Tech, Apple, Meta, Financial Times, Nvidia, Palo Alto Networks, Yum Brands, Taco Bell, Constellation Brands, Management, TJX, Marshalls, Jim Cramer's Charitable Locations: China, India, Missouri, Wells Fargo, BlackRock, Shanghai, Dover, U.S, Palo, HomeGoods

In just one hour, nearly a month’s worth of rainfall inundated the city of Malaga, in Spain’s Andalusia region, according to the country’s meteorological agency AEMet. The southern Spanish province picked up roughly 100 millimeters (4 inches) of rain so far on Wednesday, 78 millimeters (3 inches) of which fell within an hour. The Malaga City Council issued evacuation orders Wednesday near the Campanillas River due to the risk of overflowing. The coastal area of Valencia province has now been issued a red weather warning for Thursday. The City Council of Valencia announced that school activities are suspended throughout Valencia city and its districts this Wednesday and Thursday to avoid risks.

Persons: Antonio Sanz, Billie Jean King, Transport Óscar Puente, Carlos Mazón’s Organizations: CNN, Malaga City, Ministry of Transport, Sustainable Mobility, Billie Jean King Cup, Authorities, Spain’s, Transport, City Council of Valencia Locations: Spain, Valencia, Malaga, Andalucia ., Spain’s Andalusia, Spanish, Andalusia, Catalonia, Madrid, Poland, Granada, Tarragona, Seville, Cádiz, Huelva

☆ 11 surprising things from this earnings season, including my favorite stock so far
▼ + stars: | 2024-11-03 | by ( Jim Cramer | ) www.cnbc.com time to read: +17 min

Horton makes the most sense as a Kamala Harris stock because of a promised $25,000 toward a first home. I don't know if either candidate can pull off huge tariffs (Trump) or a credit (Harris). Here are eleven surprising things about this earnings season that you can store up and pull out when the election is confirmed. The deficit will begin to hurt the stock market hard next year even if the economy continues to cool. Away from the hyperscalers, I like Marvell , where CEO Matt Murphy bought $1 million worth of stock in the open market.

Persons: beckons, Joe Biden, Biden, Donald Trump, D.R, Horton, Kamala Harris, Harris, let's, Let's, Trump, haven't, Myers, Abbvie, Eli Lilly, Anat Askenazi's, Abbott, neonatologists, Reckitt, Jim Hurst, Danaher, Jason Hollar, It's, Amgen, That's, Estee Lauder, Parker, Pat Gelsinger's, He's, Matt Murphy, Jim Cramer's, Jim Cramer, Jim, David Paul Morris Organizations: U.S, NBC News, White, Ford Motor, Trump, Costco, Volkswagen, Bankers, Banco Santander, Apple, Amazon, GE Vernova, U.S ., Treasury, Merck, NEC, FDA, CDC, NIH, GE Healthcare, Cardinal Health, NPC, Nvidia, Caterpillar, Linde, Devices, heaven's, Intel, Marvell, Micron, Arista, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: Europe, Germany, China, Portugal, Ireland, Italy, Greece, Spain, It's, Santander, —, Bristol, U.S, Taiwan, Eaton, Dover, Norwegian, Caribbean, San Francisco

☆ We're buying this stock for the second time this week, taking advantage post-earnings selling
▼ + stars: | 2024-10-31 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Following Thursday's trade, Jim Cramer's Charitable Trust will own 525 shares of DHR, increasing its weighting to 3.67% from 3.5%. With expectations more reasonable, Danaher is in a better position to beat next year, which should lead to a higher stock price. Our Club price target on Danaher is $305 per share, a tad higher than Wolfe's, and it implies 26% upside to Wednesday's close. 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, Danaher, Wolfe, Jim Cramer, Jim Organizations: DHR, Wolfe Research, CNBC Locations: Danaher

☆ Here are Thursday's biggest analyst calls: Meta, Coinbase, Microsoft, Robinhood, Wingstop, Target & more
▼ + stars: | 2024-10-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are the biggest calls on Wall Street on Thursday: Goldman Sachs reiterates Microsoft as buy Goldman says the stock remains extremely attractive following earnings on Wednesday. Bank of America reiterates as Meta as buy Meta remains a "top AI pick" following earnings on Wednesday. Deutsche Bank downgrades Kraft Heinz to hold from buy Deutsche says it sees "reduced growth" following earnings. BTIG upgrades Wingstop to buy from neutral BTIG said investors should buy the dip following earnings on Wednesday. "We are upgrading shares of Wingstop to Buy from Neutral with a $370 price target following the post-earnings selloff in shares yesterday."

Persons: Goldman Sachs, Goldman, Al, Oppenheimer, Wolfe, Bernstein, it's, JPMorgan downgrades Brinker, Morgan Stanley downgrades Biogen, Morgan Stanley, Deutsche Bank downgrades Kraft Heinz, KBW, Wells, Wells Fargo, L3Harris Organizations: Microsoft, Bank of America, Meta, JPMorgan, Chili's, Corp, Deutsche Bank, Deutsche, Walmart, Technologies, of America Locations: Robinhood, 4Q24, OW

☆ We're making a flurry of trades: Buying 2 beaten-up stocks, taking profits in another
▼ + stars: | 2024-10-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

We're also buying 25 shares of Danaher at roughly $243.21 and 25 shares of Constellation Brands at $236.36. We're locking in profits in Best Buy based on a theme developing this earnings season. We're taking the Best Buy sale proceeds to pick up shares in two stocks that have been beaten up post-earnings: Danaher and Constellation Brands. As noted in Monday's Homestretch , Danaher stock last week suffered its worst weekly performance since 2020. NEW YORK, NEW YORK - OCTOBER 16: Traders and others work on the New York Stock Exchange (NYSE) floor in New York City.

Persons: Jim Cramer's, We're, D.R, toolmaker Stanley Black, Danaher, Jim Cramer, Jim, Spencer Platt Organizations: Constellation Brands, Club, Corona, Constellation, CNBC, NEW, Traders, New York Stock Exchange, Getty Locations: Danaher, Horton, Monday's, bioprocessing, Modelo, Mexico, New York City

☆ This is Cramer's favorite stock even though it's down 10% since earnings last week
▼ + stars: | 2024-10-29 | 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. Shares of Stanley Black & Decker were pairing some of their post-earnings losses since the Morning Meeting was recorded — down about 9% now. 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, Larry Fink, bode, Stanley Black, Decker, Jim, Danaher, Horton, Jim Cramer's Organizations: CNBC, Big Tech, Club, BlackRock, Home, VF Corp, Pfizer, AMD Locations: Riyadh, Saudi Arabia

☆ Oil sell-off fuels stock gains — plus, AMD earnings loom and CrowdStrike counters Delta lawsuit
▼ + stars: | 2024-10-28 | by ( Jeff Marks | ) 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. We would be surprised if CEO Lisa Su provided 2025 AI chip sales guidance. 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, Lisa Su, Raymond James, George Kurtz, Delta, Stanley Black, Decker, Hubbell, Jim Cramer's, Jim Organizations: CNBC, ., West Texas, AMD, Intel, Air Lines, Microsoft, Atlanta, Ford Motor, Cadence Design Systems, Corp, PayPal, Pfizer, Royal Caribbean Cruises, Jim Cramer's Charitable Locations: Israel, Corning

☆ Tech is the star Friday, and why we'd be buyers of the dip on CrowdStrike
▼ + stars: | 2024-10-25 | 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. 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, Carahsoft, George Kurtz, We'll, Stanley Black, Decker, Eli Lilly, Eaton, Brian Niccol's, It's, we'll, Jim Cramer's, Jim Organizations: CNBC, ., Nasdaq, Communication, Newmont Corporation, Nucor, Universal Health Services, HCA Healthcare, Bloomberg, Carahsoft Technology, Internal Revenue Service, IRS, Bloomberg News, Microsoft, Club, Nvidia, Devices, GE Healthcare, Nextracker, Linde, Coterra Energy, Starbucks, Federal, Boeing, Jim Cramer's Charitable Locations: U.S, China

☆ Industrial AI play Dover falls on a noisy quarter. Here's why we'd buy the dip
▼ + stars: | 2024-10-24 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +8 min

Dover on Thursday reported weaker-than-expected third-quarter results, pressuring shares of the industrial conglomerate with ties to AI data centers. Dover Why we own it : We own Dover as an industrial turnaround story with exposure to mega-themes, most notably the data center buildout to support artificial intelligence computing. That created headlines that implied Dover cut its full-year guidance, but in reality executives warned in advance that sales growth and earnings projections would be altered. To be sure, we are restricted from trading Dover's stock for the next 72 hours because Jim Cramer on Thursday mentioned the company on CNBC TV. Dover considers those areas its "growth platforms," and their increasing share of the portfolio carries positive implications for Dover's margins.

Persons: We're, Ingersoll Rand, Dover, Richard Tobin, Tobin, Jim Cramer, DOV, Dover's, —, Danaher, Jim Cramer's, Jim, Jason Marz Organizations: IDEX Corp, Management, CNBC, Dover, Mizuho Securities, Club Locations: Dover, Veralto, Europe

☆ 'Magnificent Seven' stocks are a bright spot Tuesday as the market bounces off its lows
▼ + stars: | 2024-10-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Mag 7: A bright spot in Tuesday's uneven tape is the "Magnificent Seven" stocks. Apple may be down off Verizon' s earnings and Nvidia also is a little lower, but both Club stocks closed at new highs Monday. 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, Nucor, Danaher, outlooked, We're, Larry Culp, Baker Hughes, Jim Cramer's, Jim Organizations: CNBC, ., GE Aerospace, Club, Apple, Verizon, Nvidia, Microsoft, Meta, Seagate Technology, chipmaker Texas, Enphase Energy, GE, Boston Scientific, Jim Cramer's Charitable Locations: Danaher

☆ Earnings season is getting chaotic — plus, Jim Cramer sees a great opportunity in Disney
▼ + stars: | 2024-10-22 | 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. Investors also are grappling with the beginning of a "chaotic" period in earnings season, Jim Cramer said. "I think this is a great opportunity to buy the stock of Disney," Jim said, highlighting improvements to its ESPN and movie business despite theme-park weakness. 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, Danaher, Jim, Jensen, Huang, buildouts, Morgan Stanley, James Gorman, Bob Iger, Stocks, Jim Cramer's Organizations: CNBC, Treasury, Nvidia, Disney, ESPN, GE Aerospace, RTX Corp, General Motors, Verizon Communications Locations: Mumbai, India

☆ Stocks making the biggest moves premarket: Cheesecake Factory, Sherwin-Williams, 3M and more
▼ + stars: | 2024-10-22 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

SAP — U.S.-listed shares of the enterprise software provider gained more than 3% after the company posted a third-quarter earnings and revenue beat. GE Aerospace reported adjusted revenue of $8.94 billion, while analysts had estimated $9.02 billion, according to LSEG. 3M — Shares of the industrial company rallied 5% after 3M posted third-quarter earnings of $1.98 per share on revenue of $6.07 billion. Despite this, the company posted a third-quarter adjusted earnings and revenue beat. Sherwin-Williams reported adjusted earnings of $3.37 per share, lower than a StreetAccount estimate of $3.55 per share.

Persons: LSEG, AppLovin, Rob Sanderson, Nucor, Danaher, Sherwin, Williams, — CNBC's Sean Conlon, Michelle Fox, Alex Harring, Fred Imbert, Hakyung Kim, Sarah Min, Jesse Pound Organizations: JCP Investment Management, General Motors, GM, SAP — U.S, SAP, GE Aerospace, Citi, U.S, Loop Locations: Utah

☆ Street note lifts cybersecurity stocks, supports our call to own two names in sector
▼ + stars: | 2024-10-21 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The analyst raised its price target on Palo Alto Networks to $446 (a new Street high) from $421, Check Point Software to $183 from $170, and Fortinet to $105 from $69 while naming it a top pick. There was no action on recent portfolio addition CrowdStrike because the note's focus was on network security. The Morgan Stanley note reinforces our decision to own both Palo Alto Networks and CrowdStrike. With Palo Alto Networks, it's a couple of quarters away from the beginning of a product refresh cycle. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Jim Cramer, Bonds, Morgan, CrowdStrike, Morgan Stanley's, Morgan Stanley, Lockheed Martin, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: CNBC, Federal Reserve, Palo Alto Networks, Alto, Security, Logitech, Zions Bancorp, GE Aerospace, Verizon, GM, Jim Cramer's Charitable Locations: Treasuries, Palo, Davos, Switzerland

☆ Here are the 5 things that could move the stock market in the week ahead
▼ + stars: | 2024-10-20 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Earnings drove the stock market higher — can they do it again in the week ahead? But he acknowledged that timing is key because our portfolio discipline mandates that we consider lightening up our stock exposure in an overbought market. In fact, AMD was our worst-performing stock for the entire week, losing more than 7% following the prior week's 1.8% slide. Energy was the worst sector of the week for the market as oil prices sank. In the week ahead, housing numbers are the main draw on the economic front.

Persons: Jim Cramer, ASML, Morgan Stanley, WTI, industrials, We're, Sartorius, Danaher, we're, Stanley Black, Lockheed Martin, Philip Morris, Clark, Baker Hughes, Lam, DOV, CARR, Davidson, Northrop, Edwards Lifesciences, Jim Cramer's, Jim, Stocks, Tuesday's, Spencer Platt Organizations: Dow, Nasdaq, Netflix, Modelo, Corona, Constellation Brands, Taiwan Semiconductor Manufacturing Company, Nvidia, AMD, Broadcom, Club, Abbott Laboratories, Energy, Texas, Honeywell, Danaher, Federal Reserve, Treasury, SAP, Logitech, Verizon, General Motors, GE Aerospace, GE, Lockheed, Quest Diagnostics, Norfolk Southern, Polaris, Seagate Technology, Texas Instruments, Canadian National Railway Company, Boeing, GE Vernova, Fisher, Boston, General Dynamics, Hilton, Lam Research, Business Machines, IBM, Newmont, Viking Therapeutics, Vista Energy, Mattel, O'Reilly Automotive, Whirlpool, American Airlines, United Parcel Service, Southwest Airlines, Tractor Supply Company, Carrier Global, Dow Chemical, DOW, Harley, Union Pacific, Valero Energy, Hasbro, Northrop Grumman, Ryder, Boyd Gaming, Western, Boston Beer Company, York Community Bancorp, Colgate, Palmolive, Newell Brands, Jim Cramer's Charitable, CNBC, NEW, Traders, New York Stock Exchange, Getty Locations: BlackRock, CrowdStrike, U.S, Dover, Freeport, McMoRan, Kimberly, Norfolk, Las, ORLY, VALE, New York City

☆ Cramer's week ahead: Earnings from Boeing, Tesla, IBM and T-Mobile
▼ + stars: | 2024-10-18 | by ( Julie Coleman | ) www.cnbc.com time to read: +3 min

With Wall Street rolling into the thick of earnings season, CNBC's Jim Cramer on Friday told investors what market-moving action to keep an eye on next week, including reports from Boeing , Tesla , IBM and T-Mobile . On Tuesday, a slew of big names will report, including General Motors , Danaher , RTX and GE Aerospace . Cramer said the automaker could be a bargain, even as many on Wall Street are pessimistic about its earnings. IBM , Tesla , Lam Research and T-Mobile will report after close. Friday brings earnings from Colgate-Palmolive , and Cramer said he thinks Wall Street will love the stock but that such fondness is "way overdone."

Persons: CNBC's Jim Cramer, Cramer, Clark, Vertiv's, Elon Musk, Lam, Decker Organizations: Boeing, Tesla, IBM, Mobile, SAP, General Motors, GE Aerospace, Texas Instruments, Texas, Lam Research, Southwest Airlines, Honeywell, UPS, Carrier, Colgate, Palmolive Locations: Norfolk Southern

☆ Cramer sees 'nirvana moment' for the market and sorts through the big stock movers
▼ + stars: | 2024-10-18 | 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. 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, Jim, overbought, —, Honeywell, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, Netflix, Nvidia, Broadcom, Devices, Apple, Honeywell, American Express, Procter, Gamble, CVS Locations: China, Dover

☆ S&P 500 eyes another record close — plus, our 2 health-care stocks that defied the group
▼ + stars: | 2024-10-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Markets: The S & P 500 is on pace for another record close and its sixth straight positive week. Financials also continued their strong run this week thanks to strong earnings from banks such as Club holding Morgan Stanley and other financial services companies. 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, Financials, Morgan Stanley, Danaher, we'll, Jim Cramer's, Jim Organizations: CNBC, ., ASML Holdings, Taiwan Semiconductor Manufacturing Company, Nvidia, bellwether, Abbott Laboratories, UBS, Mizuho, . Energy, Texas, OPEC, International Energy Agency, Coterra Energy, Dow Jones, Dover, Honeywell, Jim Cramer's Charitable

☆ Best Buy and Danaher are on the move Thursday — here's what is behind their different fates
▼ + stars: | 2024-10-17 | 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 said he has previously debated selling some Danaher shares around their current levels of $275 but now he has "cold feet." 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, Sartorius, Stocks, Jim Cramer's Organizations: CNBC, Nasdaq, Dow Jones, Commerce Department, Nvidia, Broadcom, Club, CSX, Elevance, AMD Locations: Blackstone

☆ Hedge fund manager Daniel Loeb believes Trump's chances are increasing and he's betting accordingly
▼ + stars: | 2024-10-17 | by ( Sean Conlon | ) www.cnbc.com time to read: +3 min

Third Point's Daniel Loeb believes the odds are rising that former President Donald Trump will win the U.S. presidency this November over Vice President Kamala Harris and the influential hedge fund manager is increasing positions that would benefit under a Republican administration and Congress. But Loeb in his quarterly missive said he was increasing both "stock and option purchases" to bet on the Trump win scenario. Loeb is not alone on Wall Street in making those bets with JPMorgan most recently highlighting gains in bank stocks and the U.S. dollar as signs more investors see a Republican win. The fund gained 4% last quarter, according to the letter, also trailing the market. But he sees the improvement in market breadth that began in the third quarter continuing, especially under a Republican administration.

Persons: Point's Daniel Loeb, Donald Trump, Kamala Harris, ", Loeb, Harris, missive, Biden, CNBC's Scott Wapner Organizations: U.S, Republican, CNBC, Biden, NBC, Trump, JPMorgan Locations: U.S, Danish

Here's a rapid-fire update on all the stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Broadcom: Of course, we love the company's AI business — both its custom silicon solutions for companies such as Alphabet and its networking chips that help stitch data centers together. Stanley Black & Decker: Jim said that this stock is the "most significant beneficiary" from lower rates in the entire portfolio. 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, there's, Lisa Su, Wells, Salesforce, CrowdStrike, it's, we've, Walt Disney, —, Eaton, we're, Kamala Harris, Harris, Jim's, Linde, Eli Lilly, Lilly isn't, That's, Morgan Stanley, Goldman Sachs, D.A, Satya Nadella's, Palo, cybersecurity, Brian Niccol, We're, Stanley Black, Decker, TJX, Charlie Scharf, Wells Fargo's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple Intelligence, Abbott Laboratories, Devices, AMD, Nvidia, Broadcom, Apple, Federal Reserve, Costco Wholesale, Costco, Coterra, DuPont, Disney, ESPN, GE Healthcare, Democratic, Biden, Honeywell, Linde, Adobe, Microsoft, Davidson, Palo Alto Networks, Constellation Brands, Modelo, Corona, TJX, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: Wells Fargo, BlackRock, Dover, Eaton, China, U.S, Chipotle, New York City

☆ These 5 portfolio stocks outperformed the market's incredible run since our September Monthly Meeting
▼ + stars: | 2024-10-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

We did hold onto our rate-sensitive names like Wells Fargo and Morgan Stanley , which were among the best performers since the last Monthly Meeting. Morgan Stanley: 16.2% Following the Fed's decision, shares advanced as investors became more optimistic about a soft landing for the U.S. economy. Morgan Stanley benefits from lower rates — and, in turn, a better economy — because it can usher in more Wall Street dealmaking such as initial public offerings and mergers and acquisitions. That's because the Club has been debating exiting Morgan Stanley altogether for a potentially better investment banking rebound play like Goldman Sachs. Morgan Stanley reiterated its buy-equivalent rating on Oct. 10, arguing that Eaton has a positive setup into earnings season.

Persons: It's, Wells, Morgan Stanley, Morgan, Goldman Sachs, Morgan Stanley's, Salesforce, Marc Benioff, Piper Sandler, Guggenheim, Meta, Eaton, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Dow Jones Industrial, Dow, Procter, Gamble, Meta, Fed, Northland Capital Markets, UBS, Citigroup, Analysts, JPMorgan, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: U.S, Wells Fargo, Salesforce, Eaton, Tuesday's, Northland

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