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☆ NFL Week 11 Sunday review: Steelers edge Ravens in classic, Lions continue best start in 90 years, Chargers hold on late
▼ + stars: | 2024-11-18 | by ( Ben Morse | Homero De La Fuente | ) edition.cnn.com time to read: +11 min

CNN —Week 11 saw late drama, blowout wins and surprising upsets as the 2024 NFL season’s playoff picture became a little bit clearer. Steelers edge Ravens in AFC North classicThe Pittsburgh Steelers and Baltimore Ravens have historically been the dominant forces in the AFC North. “Well, look, this morning I had no hatred in my heart,” Queen told NFL Network’s Cameron Wolfe after the game. (Steelers linebacker Nick Herbig) made a huge play, and it just came out of me playing football, all the emotions. Great team win,” Chargers head coach Jim Harbaugh exclaimed after the game.

Persons: Russell Wilson, Chris Boswell –, Boswell, Justin K, Lamar Jackson, Derrick Henry, Pittsburgh linebacker Patrick Queen, ” Queen, NFL Network’s Cameron Wolfe, “, Nick Herbig, …, Gene J, Jackson, Henry, Justin Tucker, John Harbaugh, ”, it’s, It’s, Jared Goff, Goff, Amon, Ra St, Brown, Jameson Williams, Gregory Shamus, Jahmyr Gibbs, David Montgomery –, ‘, Montgomery, Gibbs, Dan Campbell, ” Campbell, you’ve, David, Jamo, he’s, Jared, Carlos Osorio, Joe Burrow, Burrow, Ja’Marr Chase, Tee Higgins, Gregory Bull, Chase McLaughlin, Justin Herbert, miscues, Herbert, Ladd McConkey, JK Dobbins, Dobbins, Jim Harbaugh, Mary, Higgins, Derwin James Jr, ” Burrow, Harbaugh Organizations: CNN, AFC, Buffalo Bills, Kansas City Chiefs, Steelers, Ravens, AFC North, Pittsburgh Steelers, Baltimore Ravens, Steel City, Pittsburgh linebacker, NFL, ” Lions, Detroit Lions, Jacksonville Jaguars, Ford, Detroit, Lions, Jaguars, Sega, Detroit didn’t, New England Patriots, Super, Minnesota Vikings, Atlanta Falcons, Tennessee Titans, AP Chargers, Bengals, Los Angeles Chargers, Cincinnati Bengals, Chargers, Cincinnati, JK, ” Chargers, Green Bay Packers, Chicago Bears Jacksonville Jaguars, Detroit Lions Las Vegas Raiders, Miami Dolphins Los Angeles Rams, New England Patriots Cleveland Browns, New Orleans Saints Baltimore Ravens, Pittsburgh Steelers Minnesota Vikings, Tennessee Titans Indianapolis Colts, New York Jets Atlanta Falcons, Denver Broncos Seattle Seahawks, San Francisco 49ers Kansas City Chiefs, Buffalo Bills Cincinnati Bengals Locations: Steel, Baltimore, Los Angeles

☆ 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

☆ Stocks rebound — plus, we're raising our price target on a transforming AI play
▼ + stars: | 2024-11-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. 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, Richard Tobin, Tobin, cryogenics, we'll, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Dover, Club, Marshall Excelsior Company, SPS Cryogenics, Nvidia, Walmart, Viking Holdings, Jim Cramer's Charitable Locations: Dover

☆ Trump doubles down on provocative Cabinet picks as their fates hang in the balance
▼ + stars: | 2024-11-18 | by ( Stephen Collinson | ) edition.cnn.com time to read: +11 min

Not all of Trump’s picks are causing uproar. But in a conventional administration, controversies raging around at least four key Cabinet picks would be seen as a disaster. The president-elect’s son explains the planGaetz and several other Trump picks have caused consternation in some circles given the questions about their qualifications and past behavior. That’s what the American people want.”It would take a handful of Republican senators to block the most provocative Trump nominees early next year, given that Democrats are likely to vote en masse against them. If he’s qualified, he’s qualified.”Missouri Sen. Eric Schmitt said he believed Trump’s nominees would get confirmed.

Persons: Donald Trump, Matt Gaetz, Tulsi Gabbard, Pete Hegseth, Robert F, Kennedy Jr, Hegseth, Trump’s, Intrigue, Gaetz, —, Kennedy, Florida Sen, Marco Rubio, Trump, he’s, ” Johnson, South Dakota Sen, John Thune, Mike Johnson, CNN’s Jake Tapper, “, ” Sen, Adam Schiff, Jim Himes, they’re, Matt Gaetz —, Robert Kennedy, Tulsi, ” Trump, Donald Trump Jr, ”, Sen, Markwayne Mullin, “ I’ve, … I’ve, Matt, ” Missouri Sen, Eric Schmitt, Alabama Sen, Tommy Tuberville, Pennsylvania Sen, John Fetterman Organizations: CNN, Washington, Republican Senate, Office, Fox News, Florida Republican, of Justice, Department of Health, Human Services, Senate, Trump, South, Louisiana Republican, California Democrat, Democrat, House Intelligence, Sunday, Connecticut Democrat, CBS, Republican, Fox Business, Oklahoma Republican, Press, ” Locations: Gaetz, — Russia, Washington, Florida, South Dakota, “ State, Louisiana, United States, California, Connecticut, ” Missouri, Alabama, Pennsylvania

☆ NFL Week 11 top storylines: Chiefs-Bills, Ravens-Steelers and can Bears get right vs. Packers?
▼ + stars: | 2024-11-17 | by ( Mike Jones | ) www.nytimes.com time to read: +12 min

Mahomes vs. Allen, Round 8The NFL schedulers probably should have made this the Sunday night contest. The Bears rank seventh against the pass, have allowed only 18.6 points per game (seventh-best) and have 16 takeaways (also seventh). Foes do find it hard to run on Baltimore, which gives up an NFL-low 73.0 rushing yards per game. They are holding opponents to a league-best 13.1 points per game, and haven’t allowed more than 20 points in any game this season. So this matchup will be a good measuring stick for the Chargers’ defense, while proving whether Herbert and company can win in a shootout if necessary.

Persons: Justin Herbert, Joe Burrow, Allen, Patrick Mahomes, Josh Allen, Tyler, Mahomes, Travis Kelce, Kadarius Toney, Toney, Isiah Pacheco, Allen’s, Caleb Williams, Mike Dinovo, Matt Eberflus, Shane Waldron, Thomas Brown, Brown, William, Greenberg, Green, Williams, Jordan Love, Deshaun Watson, Mike Tomlin, Russell Wilson, Justin Fields, Arthur Smith, Fields, Wilson, Russ, Lamar Jackson, Flowers, Derrick Henry, Kyle Shanahan, Christian McCaffrey, Rust, McCaffrey, Mike Macdonald, Scott Galvin, Bo Nix, Jim Harbaugh’s, They’re, haven’t, Jim Harbaugh, they’re, Herbert, They’ve, Justin Casterline Organizations: NFL, Philadelphia, Eagles, NFC, Sunday, NFC North, Chicago, Green, AFC, Pittsburgh Steelers, Baltimore Ravens, San Francisco 49ers, Seattle Seahawks, Bills, Chiefs, Broncos, Atlanta Falcons, Chargers, Cincinnati Bengals, Kansas, Allen’s Bills, Bears, Chicago Bears, Packers, Detroit, AFC North, Ravens, Browns, Pittsburgh, Steelers, Washington, 49ers, Super, Tampa Bay Buccaneers, NFC West, Seattle, Cardinals, Seahawks, Thompson, AFC West, Los Angeles Chargers, Kansas City, Cincinnati, Bengals Locations: Washington, City, Windy City, Buffalo, Denver, Kansas City, Kansas, Carolina, Baltimore, Pittsburgh, Arizona, Francisco, Seattle

☆ 2024 NFL Week 11: Sunday’s standout games and what to look out for
▼ + stars: | 2024-11-17 | by ( Ben Morse | ) edition.cnn.com time to read: +10 min

CNN —Week 11 of the 2024 NFL season is here and the race for the playoff spots are beginning to heat up. ETIn any other week, a clash between two seven-win AFC North division rivals would be the standout match-up. But for us, it’s just a Week 11 for us.”Allen has won his last three regular season clashes against the Chiefs. Burrow and the offense haven’t struggled to score points this season but have had issues converting those points into wins. Sean M. Haffey/Getty ImagesFull Week 11 Sunday scheduleAway @ homeGreen Bay Packers (6-3) vs. Chicago Bears (4-5) – 1:00 p.m.

Persons: Lamar Jackson, Jackson, Derrick Henry –, Saquon Barkley, Terrance Williams, Mike Tomlin, Justin Fields, Russell Wilson, Wilson, ” Wilson, “ We’ve, Scott Taetsch, Patrick Mahomes, Josh Allen, Allen, “ You’re, ” Mahomes, “, I’ve, Josh, ”, Mahomes, Charlie Riedel, It’s, Greg Rousseau, A.J, Sean McDermott’s, they’ve, Kingsley Suamataia, Wanya Morris, Allen isn’t, we’ve, it’s, ” Allen, Andy Lyons, Joe Burrow . Burrow, hasn’t, Jim Harbaugh, – Tuli, Daiyan Henley –, Harbaugh, Jesse Minter, he’s, “ Ja’Marr Chase, Joe Burrow …, ” Minter, “ Burrow, that’s, Joe, Justin Herbert, Herbert, Sean M Organizations: CNN, Philadelphia Eagles, NFC East, Washington, Arizona Cardinals, Carolina Panthers, New York Giants, Tampa Bay Buccaneers, Baltimore Ravens, Pittsburgh Steelers, AFC North, Kansas City Chiefs, Buffalo Bills, Ravens, Acrisure, Cincinnati Bengals, NFL, AP, Steelers, Raiders, Jets, Giants, Pittsburgh, AFC, Bills, Chiefs, AFC Divisional, Denver Broncos, Kansas City, Sunday, New England Patriots, Green Bay Packers, Getty Images Cincinnati Bengals, Los Angeles Chargers, Bengals, Cincinnati, Chargers, Henley, LA, Chicago Bears, Jacksonville Jaguars, Detroit Lions, Vegas Raiders, Miami Dolphins, Los Angeles Rams, Cleveland Browns, New, New Orleans Saints, Minnesota Vikings, Tennessee Titans, Indianapolis Colts, New York Jets, Atlanta Falcons, Seattle Seahawks, San Francisco 49ers Locations: Pennsylvania, NFL.com’s, Pittsburgh, Buffalo, Los Angeles, New Orleans

☆ 5 things we're watching in the stock market in the week ahead
▼ + stars: | 2024-11-17 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

October retail sales, released Friday morning, came in slightly ahead of expectations, indicating a 0.4% monthly increase, versus a 0.3% increase expected. Disney's reported strong earnings and its stock advanced more than 16% for the week as a result. In the week ahead, we will get earnings from three Club names, including the highly anticipated quarter from Nvidia, and a couple of housing market-related updates. The Street is looking for Nvidia sales of $33.1 billion in its fiscal Q3 and earnings of 75 cents per share. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Donald Trump, Friday's, Jerome Powell, Powell, That's, YTD We're, we're, Jensen, Trump, Nvidia's, Stanley Black, Decker, Jim Cramer's, Jim Cramer, Jim, Angela Weiss Organizations: Dow, Nasdaq, Federal, Fed, Disney, Depot, Nvidia, TJX Companies, Home Goods, Blackwell, Palo Alto Networks, Home Depot, Stanley, Walmart, Viking Holdings, Sonoma, WSM, Baidu, PDD Holdings, Deere & Co, Warner Music Group, Intuit, Ross Stores, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: Maxx, U.S, China, Palo, VIK, Williams, New York City

☆ The hidden dangers of parabolic stock moves — and how to best handle them
▼ + stars: | 2024-11-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +12 min

People always ask me why I dislike parabolic moves. In other words, parabolic moves force you to be a trader. I will fight no one who wants to buy Palantir because I sense that one will be the last name to go down. But parabolic moves are intoxicating. If we just had the 10-year bond move to 5%, I wouldn't even bother addressing the hidden dangers behind parabolic moves.

Persons: —, it's, Nvidia disappoints, Elon Musk, Robert F, Kennedy Jr, that's, Buffett, Warren, didn't, Fox, Richard Nixon, there's, Jim Cramer's, Jim Cramer, Jim, Alex Karp, Stefani Reynolds Organizations: York Stock Exchange, Nvidia, GameStop, SpaceX, RFK Jr, Health, Human Services Department, Apple, Amazon, Fox News, Republicans, Justice Department, Nuclear ETF, Jim Cramer's Charitable, CNBC, U.S, Senate, Intelligence, Capitol, Washington , D.C, Afp, Getty Locations: There's, Washington, Washington ,

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

☆ Why Jim Cramer is nervous about Best Buy, plus a bright spot in this down market
▼ + stars: | 2024-11-15 | 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 was nervous about Best Buy , the electronics retailer expected to benefit from the refresh AI-powered PC cycle. 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, Trump, we're, Nextracker, Stocks, Berkshire Hathaway, Jim Cramer's, BBY Organizations: CNBC, Trump, Berkshire Locations: China, U.S, Alibaba

☆ We're overhauling our Bullpen watchlist — 3 stocks are gone, the rest stick around
▼ + stars: | 2024-11-15 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

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. A view of the New York Stock Exchange (NYSE) on Wall Street November 13, 2024, in New York City.

Persons: Jim Cramer, Jim, Brian Chesky, Trump, Marvell, Jim chalked, Matt Murphy's, we're, hasn't, Amgen's, it's, Jim Cramer's, Angela Weiss Organizations: Pepsico, RTX, Marvell Technology, Nvidia, AMD, Broadcom, Novartis, JPMorgan Healthcare, Dow Inc, Jim Cramer's Charitable, CNBC, New York Stock Exchange, AFP, Getty Locations: RTX, Russia, Ukraine, Swiss, China, New York City

☆ How we're thinking about Eli Lilly after Trump picked obesity-drug critic RFK Jr. to run HHS
▼ + stars: | 2024-11-15 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Shares of obesity drugmaker Eli Lilly fell more than 4% on Friday, extending a roughly 3% slide in Thursday's session. Ozempic is the posterchild of the fast-growing GLP-1 class, in which Novo Nordisk and Eli Lilly are currently the two dominant players. Bottom line Eli Lilly has been our favorite drug stock for years thanks to its stellar pipeline led by GLP-1s. But, at this point, Kennedy's nomination requires us to be more cautious on Eli Lilly in the near term. Eli Lilly and Company, Pharmaceutical company headquarters in Alcobendas, Madrid, Spain.

Persons: Eli Lilly, Donald Trump, Robert F, Kennedy Jr, Kentucky Sen, Rand Paul, Kennedy, Trump, Eli Lilly's, John F, Kennedy —, LLY, Eli Lilly's GLP, Jim Cramer, David Ricks, Lilly, It's, Jim, it's, Jim Cramer's, Cristina Arias Organizations: Republican, Department of Health, Human Services, HHS, and Drug Administration, Centers for Disease Control, Medicare, Medicaid, Senate, Democratic, GOP, Media, Novo Nordisk, Moderna, Pfizer, Deutsche Bank, GSK, White, CDC, Street Journal, GLP, Big Pharma, FDA, tirzepatide, CNBC, Company, Pharmaceutical Locations: Washington, Kentucky, Danish, U.S, Alcobendas, Madrid, Spain

☆ 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

☆ Quarterback clashes and spiraling squads: Five things to look out for in Week 11 of the NFL season
▼ + stars: | 2024-11-15 | by ( Andy Scholes | ) edition.cnn.com time to read: +5 min

CNN —It’s tough, tough times for some NFL fanbases as we enter Week 11 of the season. All of them had high hopes for this season but it has certainly not worked out that way. Ed Zurga/APThe Chiefs are 9-0 this season but could have easily lost to the Ravens, Bengals, Falcons and Broncos. Now or never for the JetsIt’s been a theme for weeks, but this Sunday’s game is an absolute must-win for the New York Jets. Jackson has been the AFC offensive player of the week for three weeks straight and his numbers are eye-popping.

Persons: CNN —, Allen, Patrick Mahomes, Josh Allen, Buffalo . Allen, Mahomes, Ed Zurga, Caleb Williams, Shane Waldon, Mike Dinovo, Thomas Brown –, –, Brown, Tory Taylor, Williams, Kyler Murray, Joe Camporeale, Anthony Richardson, benching, Joe Flacco, Aaron Rodgers, Jayne Kamin, Jim Harbaugh, Quarterback Justin Herbert hasn’t, Herbert, Joe Burrow, Burrow, Jackson’s, Jackson, Kevin Sabitus, Lamar Jackson, He’s, “, ” Jackson, he’s, weren’t, it’s, ” Organizations: CNN, NFL, The Cowboys, Jets, Browns, Kansas City Chiefs, Bills, Chiefs, Ravens, Bengals, Falcons, Broncos, Denver, OC, The Chicago Bears, USA, Sports, Reuters, Carolina Panthers, Bears, Carolina, Green Bay Packers, Green, New York Jets, Arizona Cardinals, Cardinals, Colts, Chargers, Tennessee Titans, Los Angeles Chargers, Quarterback, Football, Cincinnati Bengals, Baltimore Ravens, AFC, Pittsburgh Steelers, NFC, Steelers, “ Locations: Buffalo ., Chicago, Williams, New York, Arizona

☆ A tough week for stocks may soon force us to act. Here's where we would look to buy first
▼ + stars: | 2024-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Markets sink: Stocks are taking it on the chin Friday, capping off a week in which the S & P 500 fell about 2%. Bright spots : The two best-performing S & P 500 sectors this week are financials and energy. Health care was far and away the worst-performing group in the S & P 500. Next week: There's 11 companies in the S & P 500 reporting next week. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, There's, Donald Trump's, Jerome Powell, Trump, –, Morgan Stanley, Wells Fargo, Robert F, Kennedy Jr, Eli Lilly, we'll, Stanley Black, Decker, Jim Cramer's, Jim Organizations: CNBC, Traders, – BlackRock, Energy, Coterra Energy, Disney, Department of Health, Human Services, pharma, Nvidia, Walmart, Viking Holdings, TJX Companies, Palo Alto Networks, Target, Williams, Club, BJ's, Ross Stores, Baidu, PDD Holdings, GE Healthcare, Jim Cramer's Charitable Locations: Wells Fargo, Sonoma, Snowflake, Palo Alto

☆ Here's my playbook for how to invest in stocks during a Trump presidency
▼ + stars: | 2024-11-14 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

The Trust portfolio is what we use for the CNBC Investing Club. Back in April 2018, Trump ruled then-Twitter — now X and under the ownership of Trump efficiency czar Elon Musk . It was labeled "Trump stock" and a professional announcer, the deep-voice guy we used to use all of the time at the network, recorded it. I pushed the button whenever I was sure that a stock could somehow do well under the first Trump administration. There was no "Trump Stock," "Trump Stock" button pressing for Amazon that day.

Persons: Donald Trump, Trump, He's, Elon Musk, Lisa, Jeff Marks, Jeff, —, Mark Zuckerberg, Zuckerberg, Jim Cramer's, Jim Cramer, Jim, Republican Donald Trump, Andrew Kelly Organizations: Dow Jones, Trump, CNBC, Twitter, Amazon, Facebook, Meta, New York Stock Exchange, Republican, U.S Locations: Bahamas, Butler , Pennsylvania, U.S, New York City

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

☆ Here are our top 5 performing stocks since October's Monthly Meeting
▼ + stars: | 2024-11-14 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Overall, the S & P 500 jumped 2.4% since the last monthly meeting, while the Nasdaq and Dow climbed 4.5%, and 2%, respectively. Wells Fargo up 13.9% Ever since the Fed kicked off its monetary easing cycle with a jumbo 50-basis-point rate cut in mid-September, financial names have soared. Wells Fargo, which did take a hit one week ago, posted a record-high close Wednesday. Research analysts at Bank of America, for example, raised their price target on Wells Fargo Monday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: It's, Donald Trump, Dow, Wells Fargo, Morgan Stanley —, Morgan Stanley, Bank of America —, Wells, Trump, dinged, Morgan, Jim Cramer's, Jim Cramer, Jim, Stephani Spindel Organizations: Nasdaq, Big Tech, Club, Microsoft, Trump, Depot, Dow, Wall Street, Jefferies, Bank of America, Meta, Fed, Wall, Research, Wells, Palo Alto Networks, Jim Cramer's Charitable, CNBC, New York Stock Exchange Locations: Wells, BlackRock, CrowdStrike, Wells Fargo, Amazon, American, Manhattan, New York City, U.S

☆ Here's why investors are so excited about Disney's quarterly results
▼ + stars: | 2024-11-14 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Revenue in the fiscal fourth quarter totaled $22.57 billion, topping the $22.45 billion expected by analysts, according to estimates compiled by LSEG. And the good run should continue, with management forecasting earnings growth acceleration over the next couple of years. Roughly $15 billion in cash flow from operations vs. $14.8 billion expected, and about $8 billion in capital expenditures vs. $6.54 billion expected. That implies free cash flow of about $7 billion vs. $8.1 billion expected. In entertainment, the team forecasts double digit percentage growth in operating income, with 10% operating margin in its streaming businesses.

Persons: Robert Iger's, Iger, hasn't, Jim Cramer's, Jim Cramer, Jim, Mickey Mouse, Mouse, Gary Hershorn Organizations: Disney, Revenue, LSEG, Management, ESPN DTC, ESPN, DIS, Comcast, Netflix, Warner Bros Discovery, Paramount Global, Sports, CNBC, Magic, Walt Disney World, Corbis, Getty Locations: Florida, India, Orlando , Florida

☆ Home Depot is on the verge of an earnings rebound after quarterly beat and raise
▼ + stars: | 2024-11-12 | by ( ) www.cnbc.com time to read: +6 min

Home Depot on Tuesday delivered better-than-feared quarterly results and appears to be on the verge of an earnings rebound heading into 2025. Same store sales on a companywide basis were down 1.3%, while U.S. same store sales fell 1.2% versus the year ago period. HD YTD mountain Home Depot Year to Date Bottom line High interest rates and economic uncertainty still weigh on Home Depot. But same store sales — a key metric in the retail space that seeks to adjust sales results for new store opening or closings — while down from a year ago, did show improvement in the U.S and globally. Same store sales are expected to decline by about 2.5%, revised upward from the prior expectation of a 3% to 4% decline.

Persons: Patience, Edward Decker, Jim Cramer's, Jim Cramer, Jim, Sha Organizations: U.S, Home, Home Depot, Federal Reserve, Federal, Depot, CNBC, China News Service, Getty Locations: U.S, Comps, Arlington , Virginia, Sha Hanting

☆ Team Meta? Team Alphabet? A noted tech analyst weighs in and so does Jim Cramer
▼ + stars: | 2024-11-12 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

While keeping buy ratings on both stocks, Nathanson raised his firm's price targets on Alphabet and Meta. In support of giving Alphabet the edge, he sees faster revenue growth from Meta but at a higher cost. For one, Meta has consistently delivered revenue and earnings ahead of consensus, rooted in stron advertising revenue from AI advancements. Bottom line Jim Cramer sees merit in MoffettNathanson's buy calls on Alphabet and Meta and believes it is just about "time to buy both" of these AI and advertising leaders. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: It's, Michael Nathanson —, Craig Moffett, —, underperformance, Nathanson, Jim Cramer, Trump Donald Trump's, Jim Cramer's, Jim, Mark Zuckerberg, Sundar Pichai Organizations: MoffettNathanson Research, Facebook, Meta, Reality Labs, Labs, Google, Tech, Trump, CNBC, REUTERS Locations: Meta

☆ We're adding to our position in this stock that deserves more love from the market
▼ + stars: | 2024-11-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

Companywide comparable sales declined 1.3%, much better than the 3.1% decline expected, according to FactSet. In the United States, comparable sales fell 1.2%, the smallest decline in nearly two years. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer's, Hurricanes Helene, Milton, Jim Cramer, Jim Organizations: Home, Hurricanes, Home Depot, Federal, CNBC Locations: United States

☆ Honeywell jumps on activist push for a breakup. Here's our plan for the stock now
▼ + stars: | 2024-11-12 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

The news Activist hedge fund Elliott Management on Tuesday disclosed a more-than-$5 billion stake in Honeywell —arguing the industrial conglomerate should consider a breakup. Elliott's position in Honeywell is its largest ever in a single stock, according to Bloomberg News, which first reported the activist's plans. The crux of Elliott's plan is a separation of Honeywell's aerospace and automation businesses into standalone companies. Honeywell's stock is up nearly 32% over the past five years compared with a 92% gain for the broader S & P 500 . Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer isn't, Elliott, Honeywell —, Stacey Jones, Vimal Kapur, Jim, Honeywell, we've, We've, Jim Cramer's, Jim Cramer Organizations: Honeywell, Elliott Management, Bloomberg News, CNBC, Carrier, Wall, Robotics, Honeywell Intelligrated

☆ Here's why Jim Cramer is hesitant to buy this AI chip stock right now
▼ + stars: | 2024-11-12 | 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 management has anything positive to say about the highly profitable segment, it "would really move the stock," Jim 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, we've, Jim, Evercore, Stocks, Bristol Myers, Shopify, Tyson, Okta, Jim Cramer's Organizations: CNBC, Club, Home Depot, Citigroup, Analysts, Broadcom, Google, Nvidia, Disney, Evercore ISI, Netflix

☆ Bonds grab the wheel — plus, more activist news and a profit warning tied to tariffs
▼ + stars: | 2024-11-12 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

But it shows how the stock market begins to get a little skittish whenever bond yields surge like this. We've seen that dynamic rear its head from time to time during the rise in bond yields that began in September. 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, Elliott, ValueAct, Stanley Black, Decker, Trump, Donald Trump, CyberArk, Jim Cramer's, Jim Organizations: CNBC, ., Morning, Elliott Management, Honeywell, Meta, Management, Mizuho Securities, Club, Spotify, Occidental Petroleum, Skyworks, Jim Cramer's Charitable Locations: Meta, China

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