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☆ Investors look to lighten up on Big Tech stocks after their massive run this year
▼ + stars: | 2023-11-29 | by ( ) www.cnbc.com time to read: 1 min

Investors look to lighten up on Big Tech stocks after their massive run this yearJim Cramer and Jeff Marks of the CNBC Investing Club analyze the market tape, dissect the afternoon headlines and get you ready for the final — and most important — hour of trading.

Persons: Jim Cramer, Jeff Marks Organizations: Big Tech, CNBC

☆ Why Cramer thinks Foot Locker's surprising results are 'very encouraging'
▼ + stars: | 2023-11-29 | by ( Jeff Marks | ) 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. "I go back and forth with Mary Dillon as CEO," Jim Cramer said Wednesday, noting the footwear retailer's string of disappointing quarters. 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, Mary Dillon, Jim Cramer's, Jim Organizations: CNBC, Commerce Department, Treasury, Organization of, Petroleum, . West Texas

☆ Salesforce shares are deservedly rewarded after a stellar quarter and a rosy outlook
▼ + stars: | 2023-11-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Bottom line It was another terrific quarter from Salesforce with steady, double-digit revenue growth and a continued operating margin uplift, leading to a huge increase in earnings per share. Additionally, the topline growth story has some game to it, thanks to the surge in interest in its Data Cloud. By Cloud unit, the most exciting performance in the quarter came from the Data Cloud. Revenue growth accelerated to 22% from 16% in the prior quarter, and the company said it added 1,000 new customers in the quarter alone. Artificial intelligence is driving the interest in the Data Cloud, as more customers seek to use Mulesoft's integration technology to unlock data across legacy systems, cloud apps, and devices.

Persons: Salesforce, Marc Benioff, management's, Salesforce's headcount, Salesforce's, Jim Cramer's, Jim Cramer, Jim, Nicholas Kamm Organizations: Revenue, LSEG, CNBC, Salesforce, Economic, Washington, AFP, Getty Locations: Americas, Africa, Asia, headcount, Washington ,

☆ Why Cramer thinks Broadcom stock could climb to $1,200 a share
▼ + stars: | 2023-11-28 | by ( Jeff Marks | ) 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. "I like the acquisition very much," Jim Cramer said 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, Michael Lamach, Ingersoll, Gordon Haskett, Lamach, Jim Cramer's, Jim Organizations: CNBC, Treasury, Organization of, Petroleum, West Texas, Club, Broadcom, VMWare, Bank of America, Honeywell, Trane Technologies, Ingersoll Rand Locations: midmorning

☆ Stocks are choppy Tuesday as the market continues to digest its historic November rally
▼ + stars: | 2023-11-28 | by ( ) www.cnbc.com time to read: 1 min

Stocks are choppy Tuesday as the market continues to digest its historic November rallyJim Cramer and Jeff Marks of the CNBC Investing Club analyze the market tape, dissect the afternoon headlines and get you ready for the final — and most important — hour of trading.

Persons: Jim Cramer, Jeff Marks Organizations: CNBC

☆ We're shifting our industrial exposure by paring one stock to buy more of another
▼ + stars: | 2023-11-28 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

We are shifting our industrial exposure Tuesday afternoon by selling Emerson Electric on its slight gain and buying Eaton on today's dip. Historically when the market is overbought, we are hesitant about putting new money to work because an overbought market suggests the market has run up too far too fast and needs to digest gains. But selling one stock to buy another else keeps us cash neutral. We realize a loss of about 8% on Emerson stock purchased in December 2022. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer, Eaton, Emerson, Jim Cramer's, Jim, Spencer Platt Organizations: Emerson Electric, ETN, Emerson, CNBC, Traders, New York Stock Exchange, Getty Locations: Eaton, Eaton's, New York City

☆ Jim Cramer knocks down a new analyst sell rating on a medtech stock as shortsighted
▼ + stars: | 2023-11-27 | by ( Jeff Marks | ) 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. Wall Street was mixed Monday after the Dow , the S & P 500 and the Nasdaq finished higher for the fourth straight week. Jim Cramer took issue with the note, saying Monday that GEHC's body scan machines are key in the administration of a new class of Alzheimer's drugs. 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, Outperformance, Jim, Jim Cramer's Organizations: CNBC, Dow, Nasdaq, GE Healthcare, UBS

☆ We are selling shares in this mega-cap stock after its 180% return so far in 2023
▼ + stars: | 2023-11-27 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

We are selling 60 shares of Meta Platforms (META) at roughly $337.37. Following the trade, Jim Cramer's Charitable Trust will own 345 shares of META, decreasing its weighting in the portfolio to about 4% from 4.71%. Just like our sale of Alphabet shares earlier this morning , we are trimming our position in Meta Platforms (META) and raising cash in this deeply overbought market. Meta Platforms is the second-best performer in the S & P 500 this year, behind Nvidia (NVDA), with a gain of roughly 180%. 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 Cramer, Jim, Brendan Mcdermid Organizations: Meta, Nvidia, CNBC, Traders, New York Stock Exchange Locations: New York City, U.S

☆ An overbought market has prompted us to take profits on a top-performing stock
▼ + stars: | 2023-11-27 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Shortly after the opening bell, we will sell 175 shares of Alphabet (GOOGL) at roughly $136.28. Following the trade, Jim Cramer's Charitable Trust will own 700 shares of GOOGL, decreasing its weighting to 3.30% from 4.09%. We are starting the week by raising cash as the market is the most overbought we've seen in a long time. Any reading of 4% or more means the market is technically overbought (a reading of less than minus 4% means oversold). With this sale, we will realize a fantastic gain of about 360% on Alphabet stock purchased in July 2014.

Persons: Jim Cramer's, we've, We've, Jim Cramer, Jim, Brendan Mcdermid Organizations: CNBC, Traders, New York Stock Exchange Locations: New York City, U.S

☆ These three Club stocks are making new all-time highs Monday
▼ + stars: | 2023-11-27 | by ( ) www.cnbc.com time to read: 1 min

These three Club stocks are making new all-time highs MondayJim Cramer and Jeff Marks of the CNBC Investing Club analyze the market tape, dissect the afternoon headlines and get you ready for the final — and most important — hour of trading.

Persons: Jim Cramer, Jeff Marks Organizations: CNBC

☆ Why Jim Cramer sees upside for Salesforce amid the OpenAI, Microsoft drama
▼ + stars: | 2023-11-21 | by ( Jeff Marks | ) 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. "A lot of [OpenAI] diaspora could be going to Salesforce," Jim Cramer said Tuesday. At the same time, Nvidia stock made a new all-time high Monday, raising the stakes into the print. 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, Stocks, Sam Altman, Altman, Mark Benioff, Jim, Jim Cramer's Organizations: CNBC, Big Tech, Nasdaq, Treasury, West Texas, Nvidia Locations: China

☆ Investors buy up stocks near year-end giving a market boost to start the shortened trading week
▼ + stars: | 2023-11-20 | by ( Jeff Marks | ) www.cnbc.com time to read: 1 min

Investors buy up stocks near year-end giving a market boost to start the shortened trading weekJim Cramer and Jeff Marks of the CNBC Investing Club analyze the market tape, dissect the afternoon headlines and get you ready for the final — and most important — hour of trading.

Persons: Jim Cramer, Jeff Marks Organizations: CNBC

☆ Why investors should be skeptical of reports Apple is faltering in China
▼ + stars: | 2023-11-20 | by ( Jeff Marks | ) 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. Microsoft, which owns a roughly 49% stake in OpenAI, is the big winner here, according to Jim Cramer. 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, It's, OpenAI, Sam Altman, Wells Fargo, Jim Cramer's, Jim Organizations: CNBC, Treasury, of, Petroleum, West Texas, Apple, Starbucks, Street Journal, Huawei, Club, Microsoft Locations: U.S, China, OpenAI

AMZN mountain 2021-01-01 Amazon's stock performance since the start of 2021. CRM mountain 2021-01-01 Salesforce's stock performance since the start of 2021. DHR mountain 2021-01-01 Danaher's stock performance since the start of 2021. DIS mountain 2021-01-01 Disney's stock performance since 2021. SWK mountain 2021-01-01 Stanley Black & Decker's stock performance since the start of 2021.

Persons: It's, Eli Lilly, Salesforce, Bob Iger's, Emerson, Lal Karsanbhai, hasn't, tanked, Laxman Narasimhan, Stanley Black, Decker, –, Jim Cramer's, Jim Cramer, Jim, Michael Nagle Organizations: Federal Reserve, Dow Jones Industrial, Nvidia, Microsoft, Linde, LIN, Broadcom, Web Services, Walt Disney, Paramount, Warner Bros Discovery, Disney, Emerson, Emerson Electric, National Instruments, Google, Honeywell, Honeywell International, Technologies, Solutions, Meta, Reality Labs, Starbucks, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: U.S, Seattle, Danaher's, China

☆ How Danaher's new acquisition will boost earnings for the life sciences firm
▼ + stars: | 2023-11-17 | by ( Jeff Marks | ) 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, Danaher, Eli Lilly, Lilly, Jim Cramer's, Jim Organizations: CNBC, Treasury, West Texas, Coterra Energy, Club Locations: Germany, U.S

☆ Defensive stocks are not working in Friday's mixed market
▼ + stars: | 2023-11-17 | by ( Jeff Marks | ) www.cnbc.com time to read: 1 min

Defensive stocks are not working in Friday's mixed marketJim Cramer and Jeff Marks of the CNBC Investing Club analyze the market tape, dissect the afternoon headlines and get you ready for the final — and most important — hour of trading.

Persons: Jim Cramer, Jeff Marks Organizations: CNBC

☆ Here are three key takeaways from Microsoft's bullish AI event
▼ + stars: | 2023-11-17 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

During Microsoft's Ignite conference in Seattle this week, the software giant announced its foray into the AI processor market with two new chips , a deepening partnership with leading AI chipmaker Nvidia (NVDA), additional features for AI assistant 365 Copilot and more. Shares have since notched all-time highs , boosted by startup OpenAI — whose technology powers several of Microsoft's AI offerings — announcing its most powerful tool to date at the start of November. Here are the Club's top-three takeaways from Microsoft's Ignite conference, along with what Wall Street's saying about the event . The chief executive said generative AI could one day be " bigger than the internet, by far ," while announcing joint AI projects with Microsoft. Microsoft stock has been the best."

Persons: Maia, Jeff Marks, Jensen Huang, Jim Cramer, Jefferies, Goldman Sachs, Jim Cramer's, Jim, Satya Nadella, Sam Altman, Justin Sullivan Organizations: Microsoft, Club, Microsoft's Ignite, Nvidia, Foundry Service, CNBC Locations: Seattle, OpenAI, San Francisco , California

☆ Cramer says TJX Companies, Palo Alto Networks are buys at current levels
▼ + stars: | 2023-11-16 | by ( Jeff Marks | ) 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 I didn't have TJX, this is not a bad place to start a position," 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, Wells Fargo, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Walmart, Cisco Systems, CSC, Club, Palo Alto Networks, Treasury, West Texas, TJX Companies

☆ Stocks sell off Thursday as retail earnings show consumers are pressured in a tough economic climate
▼ + stars: | 2023-11-16 | by ( Jeff Marks | ) www.cnbc.com time to read: 1 min

Stocks sell off Thursday as retail earnings show consumers are pressured in a tough economic climateJim Cramer and Jeff Marks of the CNBC Investing Club analyze the market tape, dissect the afternoon headlines and get you ready for the final — and most important — hour of trading.

Persons: Stocks, Jim Cramer, Jeff Marks Organizations: CNBC

☆ Monthly Meeting Q&A with Jim Cramer on 20 stocks in everything from tech to industrials to drugs
▼ + stars: | 2023-11-16 | by ( Paulina Likos | ) www.cnbc.com time to read: +12 min

(Anthony) Jim Cramer: There were some China statistics that showed that the consumer was doing slightly better. (David) Jim Cramer: The roadblock is that the money is at the state level. (Narayan) Jim Cramer: " Own, don't trade" is about trying to keep us in a stock that otherwise we would trade out of. (Jim) Jim Cramer: First, I think we have to remember Ford actually has a lot of money on its balance sheet — a lot of cash. 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, Jeff Marks, Estee Lauder, Anthony, Jim Cramer, Wynn, It's, David, I'm, Narayan, it's, Steve Jobs, John, Tom Jorden, That's, Capex, Paul, Procter, Jim Farley, Jim, Ford, Shawn Fain, Farley, Donald, Larry Culp, He's, GEHC, Eli Lily, Louis, Lilly, Zepbound, We've, Alzheimer's, tirzepatide, hasn't, Edmundo, we've, haven't, Linde, Theresa, Jim Cramer Rob Kim Organizations: Investing Club, Club, Caterpillar, Amazon, Nvidia, Apple, Web Services, Natural Resources, Exxon, Procter, Gamble, United Auto Workers, GE Healthcare, Electric, GE, General, Merck, Drug Administration, Novo Nordisk, Linde, LIN, Trust, Barrick, CNBC Locations: China, reaccelerate, GEHC

☆ We're adding a transformed industrial stock to the portfolio with a small buy
▼ + stars: | 2023-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Following the trade, Jim Cramer's Charitable Trust will own 65 shares, representing about 0.50% of the portfolio. These multiyear themes are driving investment in the company's key markets, which are Commercial Buildings, Data Centers, Industrial, Residential Buildings, Utility, Aerospace, e-mobility, and Legacy Vehicle. By the way, artificial intelligence should be an additional tailwind to Eaton's Data Center business. AI data centers require both higher power and higher power density relative to traditional data centers, resulting in three times the electric content. One more theme benefitting Eaton's Data Center business is the need to generate electricity in a clean and sustainable way.

Persons: Jim Cramer's, Eaton, Jim Cramer, Jim Organizations: Eaton Corporation, Data Centers, Industrial, Aerospace, Data Center, Airbus, America's Boeing, Dubai Air Show, Boeing, Jim Cramer's Charitable, CNBC, NYSE Locations: Eaton, industrials, North America

☆ November Monthly Meeting: Cramer shares his lessons learned in 2023
▼ + stars: | 2023-11-15 | by ( Jeff Nash | Alison Conklin | ) www.cnbc.com time to read: 1 min

November Monthly Meeting: Cramer shares lessons learned in 2023 and where the market goes from hereFresh signs this week that the Federal Reserve may be finished raising interest rates is lifting stocks, including many in the portfolio. Some stocks have been worth sticking with, others less so. As we wind down into the final month of the year, Jim Cramer and Jeff Marks look back on the winners and losers and how they're positioning the portfolio for 2024.

Persons: Cramer, Jim Cramer, Jeff Marks Organizations: Federal

☆ Palo Alto's pullback on confusion around a key quarterly metric is a buying opportunity
▼ + stars: | 2023-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Bottom line What should we make of this Palo Alto Networks quarter? Palo Alto has two types of customers: ones that pay annually and others that pay upfront over three years. At the close of regular trading Wednesday, Palo Alto shares were up nearly 84% this year. Total revenue of $1.96 billion to $1.97 billion, with the midpoint of $1.97 billion in line with estimates. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: cybersecurity, we're, billings, Billings, there's, Nikesh Arora, haven't, We've, Arora, Jim Cramer, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Management, LSEG, billings, Alto, Billings, Palo Alto, Palo, Networks, CNBC Locations: billings, Palo, Alto, Palo Alto, Davos, Switzerland

Following Tuesday's trade, Jim Cramer's Charitable Trust will own 525 shares of EMR, decreasing its weighting in the portfolio to 1.61% form 1.84%. 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, Tuesday's outsized, Emerson, we'll, Jim Cramer, Jim, Emerson Electric's, Timothy Aeppel Organizations: Emerson Electric, Treasury, Federal, National, CNBC, Emerson Locations: Marshalltown , Iowa

☆ Cramer says these 4 stocks will benefit from the end of Fed's rate-hiking cycle
▼ + stars: | 2023-11-14 | by ( Jeff Marks | ) 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. "We've been big fans of what [Fed Chair] Jay Powell is doing and staying the course and our portfolio reflects that," Jim Cramer said 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, Stocks, We've, Jay Powell, Stanley Black, Decker, Morgan Stanley, James Gorman, they've, They're, Jim, We're, Jim Cramer's Organizations: CNBC, Federal, Treasury, Procter, Gamble, Nvidia, TJX Companies Locations: Homegoods

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