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☆ A big cloud hangs over Big Tech earnings: Is all this AI spending worth it?
▼ + stars: | 2024-07-30 | by ( Paulina Likos | ) www.cnbc.com time to read: +7 min

In his Sunday column , Jim Cramer wrote that these earnings reports will test that rotation narrative. Another way to help "take the sting away" is management teams providing a rationale behind the spending, Jim also wrote Sunday. Alphabet's second-quarter capex of $13.2 billion was up 91% year over year and higher sequentially from $12 billion in the first quarter. Alphabet's full-year capex spending is expected to total nearly $50 billion, according to estimates compiled by FactSet. Investors fretting about AI spending is not entirely new.

Persons: –, Jim Cramer, Jeff Marks, Jim, Alphabet's, Sundar Pichai, FactSet, Apple, Meta's, Goldman Sachs, Jim Covello, Covello, Jim Cramer's Organizations: Big Tech, Microsoft, Apple, KeyBanc, Markets, Google, Meta, stoke, Wall Street, Wedbush Securities, CNBC, Bloomberg, Getty Locations: capex

☆ Starbucks' turnaround takes an encouraging step forward. Here's what we what to see next
▼ + stars: | 2024-07-30 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Starbucks Why we own it : Starbucks has one of the most recognizable brands of any restaurant. Like Starbucks, McDonald's has had a challenging 2024 and the company reported uninspiring results — missing on revenues, same-store sales, and earnings per share. Quarterly commentary Comparable store sales in North America — a key restaurant industry metric — fell 2%, slightly beating estimates of a 2.2% drop forecasted by Wall Street analysts, according to FactSet. In Starbucks' international segment, comparable store sales fell 7%, missing estimates of a 5.1% decline. A Starbucks store stands in Manhattan on January 30, 2024 in New York City.

Persons: Elliott, Elliott Management's, Dunkin, McDonald's, We'd, Laxman Narasimhan, We're, Narasimhan, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: Starbucks, Revenue, Elliott Management, Bros, McDonalds, Citi, Wall Street, CNBC, Getty Locations: China, North America, U.S, East, Southeast Asia, Europe, Manhattan, New York City

☆ Our Mexican beer powerhouse is down on a rival's troubles — so we're buying the dip
▼ + stars: | 2024-07-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

We're buying 50 shares of Constellation Brands at roughly $246 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 375 shares of STZ, increasing its weighting in the portfolio to 2.8% from 2.46%. Shares of Mexican beer maker Constellation Brands were down 3% on Monday after Heineken reported weaker-than-expected earnings. We're also upgrading Constellation stock back to our buy-equivalent 1 rating . 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, Heineken, Bill Newlands, Newlands, Heineken doesn't, Jim Cramer, Jim Organizations: Constellation Brands, STZ, Heineken, Constellation, Asia Pacific, CNBC Locations: China, Modela, Europe, Americas, Asia Pacific, Africa, Middle, United States

☆ We're making a flurry of moves: trimming 2 stocks and buying 2 others that have lagged
▼ + stars: | 2024-07-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Shortly after the opening bell, we will be selling 100 shares of Danaher at roughly $274.13. In addition, we will be selling 20 shares of Salesforce at roughly $264.89. We indicated this sale last Friday after the stock hit $275 – a profit-taking level Jim identified during our July Monthly Meeting. 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: We're, Jim Cramer's, Jim, Elliott, Elliott Management's, Jim Cramer Organizations: Disney, Starbucks, Elliott Management, CNBC Locations: Danaher, Salesforce

☆ We're encouraged by Abbott stock trading but discouraged by moves in Honeywell
▼ + stars: | 2024-07-29 | 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, There's, Nvidia —, Russell, Dow, Robert Ford, Abbott, we're, Stanley Black, Decker, Elliott, Jim Cramer's, Jim Organizations: CNBC, Microsoft, Nvidia, Nasdaq, Abbott Laboratories, Honeywell, Bloomberg, Quantinuum, Procter & Gamble, Stanley, Devices, Starbucks, Elliott Management, Jim Cramer's Charitable

☆ Friday, July 26, 2024: The Investing Club breaks down why they bought more of this consumer staple
▼ + stars: | 2024-07-26 | by ( ) www.cnbc.com time to read: 1 min

Friday, July 26, 2024: The Investing Club breaks down why they bought more of this consumer stapleJeff Marks discusses the strong move higher for this consumer staple stock. He also weighs in on the moves in this energy stock. Finally, he talks about the cut guidance from this industrial stock.

Persons: Jeff Marks

☆ Search competition fears hit Alphabet stock yet again. We see no reason to join the sellers
▼ + stars: | 2024-07-26 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

ChatGPT creator OpenAI on Thursday announced a prototype of its search engine, SearchGPT, in an effort to directly compete with Google Search. "Not really seeing any decline in web traffic away from web search" despite the popularity of AI chatbots," Marks said Friday. Alphabet's efforts to incorporate generative AI into Google Search — dubbed "AI Overviews" — are resonating with users, CEO Sundar Pichai said on the conference call. He added that people are looking for help with complex topics are engaging more and keep coming back for AI Overviews. To be sure, the AI threats to Google Search is not the only question on Alphabet investors' minds.

Persons: OpenAI, Jeff Marks, It's, Marks, OpenAI's SearchGPT, Bing, That's, Rosenblatt, Alphabet's, Sundar Pichai, Pichai, There's, Jim Cramer's, Jim Cramer, Jim, Idrees Abbas Organizations: Google, Microsoft, Nasdaq, Investor, Rosenblatt, Bing, Bank of America, Citigroup, Citi, Management, CNBC, Getty

☆ 10 things to watch in the stock market Friday after a tumultuous week
▼ + stars: | 2024-07-26 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

The data didn't sway the market odds on the Fed cutting interest rates three times this year, starting in September. The industrial conglomerate raised its full-year outlook. Two of the Club's industrial names, Honeywell and Dover , reported earnings this week with mixed fortunes for their stocks. Dexcom shares plunged more than 35% after the medical device company missed on revenue and cut its full-year outlook. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Bristol Myers, Abbott, Skechers, Lockheed Martin, L3Harris, Japan's Eisai, Eli Lilly, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Federal, Transportation, Electronics, Honeywell, Colgate, Palmolive, Abbott Laboratories, Libre, Deutsche Bank, Lockheed, EU, Novo Nordisk, Jim Cramer's Charitable, CNBC Locations: Dover

☆ We're making lots of trades: 2 sales and 1 buy — plus, we're recommending 1 other buy
▼ + stars: | 2024-07-25 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

We're making a couple of small sales and a buy Thursday — trimming two positions currently benefiting from the broadening out trade and buying another on recent weakness. SWK YTD mountain Stanley Black & Decker YTD With earnings approaching and both stocks higher since their last reports, we're trimming these stocks just in case trends have not improved. On Stanley Black & Decker, we will realize a small loss of about 4% on stock purchased in the summer of 2023. 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, Stanley Black, Decker, Linde, Eaton, there's, Jim Cramer, Jim Organizations: Linde, LIN, Stanley, Federal, Broadcom, CNBC Locations: Eaton, ETN, North America

☆ Here's a sell-off strategy to take advantage of the painful market rotation out of tech stocks
▼ + stars: | 2024-07-25 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 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. Those are our only "own, don't trade" stocks, and they may hold the key to the rest of tech. 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, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Apple, Nvidia, Club, Broadcom, AMD, Juniper Networks, Digital Realty Trust, Boston Beer, Bristol, Myers, Charter Communications, Colgate, Fed, Jim Cramer's Charitable Locations: Dexcom, Sketchers, Texas

☆ Tech stocks tank as profit-taking persists. Here's why Abbott stands out among the wreckage
▼ + stars: | 2024-07-24 | by ( Jeff Marks | ) www.cnbc.com time to read: +5 min

Markets slide: Wall Street is in sell-off mode Wednesday, with about three decliners for every advancer on the NYSE. Leaning into experiential shopping and personalization can help Best Buy fend off competition from retail heavyweights Amazon and Walmart . 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, Vertiv, we've, Louis, Ford, Dr, Pepper, Jim Cramer's, Jim Organizations: CNBC, NYSE, Nasdaq, Club, Amazon, Walmart, Abbott Laboratories, Ford, IBM, Vegas Sands, Whirlpool, Honeywell, Carrier, Jim Cramer's Charitable Locations: CNBC.com, St, Vegas, WM, Dover, AbbVie

☆ We're slashing our rating on Ford after the automaker's old issues come back to haunt it
▼ + stars: | 2024-07-24 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

However, Ford went 0 for 2 on Wednesday as an old enemy in warranty expenses returned to bite the Blue Oval. And it's an even more unfortunate setback because Ford management said on its April earnings call that the company has made "real progress" on its goal of making better vehicles. The best story at Ford remains Ford Pro , the unit that houses the company's fleet and commercial vehicles. But last quarter management said the business was tracking toward the higher end of the range, and that no longer appears to be the case. The new Ford F-150 truck goes through the assembly line at the Ford Dearborn Plant on April 11, 2024 in Dearborn, Michigan.

Persons: FactSet ., Motors, Ford, Morgan Stanley, Adam Jonas —, JD Power's, It's, Jim Farley, Jim Cramer's, Jim Cramer, Jim, Bill Pugliano Organizations: Ford, LSEG, FactSet, General Motors, Tesla, Ford Model, Revenue, Ford Pro, Super Duty, CNBC, Ford Dearborn Plant, Getty Locations: Ford, management's, Dearborn , Michigan

☆ Why we like this wait-and-see market — plus, our latest thinking on 3 portfolio names
▼ + stars: | 2024-07-23 | 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. One could say Wall Street is in wait-and-see mode ahead of earnings from the megacap tech stocks that start after the bell with Club holding Alphabet . 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, Dover, Baird, China –, Estee Lauder, Ike Perlmutter, Nelson Peltz, We're, Perlmutter, he's, Peltz, Jim Cramer's, Jim Organizations: CNBC, Marshall Excelsior Company, Clean Energy, Marshall Excelsior, Nike, Burberry, Richemont, Swatch, Disney, Street, Enphase, Texas Instruments, Chubb, Seagate, Vertiv, GE Vernova, Boston Scientific, Jim Cramer's Charitable Locations: Michigan, Dover, China, Europe, U.S, Japan, Asia, Enphase Energy

☆ We're trimming an embattled stock to avoid a cardinal sin in portfolio management
▼ + stars: | 2024-07-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Shortly after the opening bell, we will be selling 195 shares of Estee Lauder at roughly $99.05. Following the trade, Jim Cramer's Charitable Trust will own 330 shares of EL, decreasing its weighting to about 1% from roughly 1.6%. And now with our trusted S & P Short Range Oscillator still overbought at 4.88%, we believe it is only right to trim a loser in Estee Lauder . And that's how we are thinking about Estee Lauder right now. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Estee Lauder, Jim Cramer's, We've, Estee, it's, Locker, Jim, Jim Cramer Organizations: Meta, Palo Alto Networks, TJX Companies, Bausch Health, Devices, CNBC Locations: Wells Fargo, Estee Lauder, China, U.S

☆ Dover wisely shuffles its portfolio — and why we're upgrading a struggling consumer stock
▼ + stars: | 2024-07-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

M & A moves: Club holding Dover said Monday it will sell its Environmental Solutions Group business to Terex Corporation for $2 billion in cash. 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, Russell, We're, Terex, Dover didn't, we're, Elliott, Danaher, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Nasdaq, Dover, Environmental Solutions Group, Terex Corporation, buybacks, Honeywell, Starbucks, Street, Elliott Management, Semiconductors, Cadence Design Systems, Spotify, United Parcel Services, GE Aerospace, GM, HCA Healthcare, Jim Cramer's Charitable Locations: Dover, Nucor, Cleveland, Freeport, McMoRan

☆ Cybersecurity stock Palo Alto could benefit from CrowdStrike's outage woes
▼ + stars: | 2024-07-22 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

Those customers could go to cybersecurity rival — and Club holding — Palo Alto . Palo Alto shares have yet to see much of a bounce on the news, up just 2.7% since Thursday's close. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance We're long-term bullish on Palo Alto because of its stellar leadership with CEO Nikesh Arora at the helm, along with the company's dominance in its respective market as the only real soup-to-nuts cybersecurity play. It's CrowdStrike.. and Palo Alto, which with this 'platformization' strategy has started to do better," Cramer said. We currently have a 2 rating on Palo Alto shares and a price target of $360.

Persons: CrowdStrike, BTIG, Jeff Marks, Oppenheimer, Jim Cramer, Nikesh Arora, Jim, Cramer, Jim Cramer's Organizations: Palo, —, Microsoft, Fortune, Guggenheim Securities, Scotiabank, Palo Alto Networks, Palo Alto, CNBC, Getty Locations: Palo Alto, Palo

☆ Friday, July 19: The Club thinks this cybersecurity stock could rise after the global IT outage
▼ + stars: | 2024-07-19 | by ( ) www.cnbc.com time to read: 1 min

Friday, July 19: The Club thinks this cybersecurity stock could rise after the global IT outageGo 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: Jim Cramer, Jeff Marks Organizations: Go, CNBC, Trust

☆ 10 things to watch in the stock market Friday, including tech rotation and Eli Lilly approval
▼ + stars: | 2024-07-19 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

10 things to watch Friday, July 19 Can tech stocks and the overall market stabilize to end the week? That's what to watch after a brutal week for the "Magnificent Seven," which fell victim to a rotation away from 2024 winners. PPG Industries lowered its organic sales growth outlook, putting pressure on the stock. The credit card giant, known for its affluent customer base, also lifted its 2024 earnings outlook. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: CrowdStrike, Piper Sandler, Halliburton, SLB, Eli Lilly, Morgan Stanley, Bill Newlands, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Palo Alto Networks, Netflix, JPMorgan, PPG Industries, American Express, Novo Nordisk, Arm Holdings, Barclays, Molson Coors, Constellation Brands, Modelo, Corona, Jim Cramer's Charitable, CNBC Locations: Palo, China

☆ How CrowdStrike's stumble could impact our cybersecurity stock Palo Alto
▼ + stars: | 2024-07-19 | 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. Shares of Club holding Palo Alto Networks rose more than 1% Friday after an update from its cybersecurity rival CrowdStrike caused a widespread IT outage across the globe. 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, CrowdStrike, Nikesh Arora, Jeff Marks, Jeff, Eli Lilly, Jim, Lilly, Roche, Eli Lilly's, Jim Cramer's Organizations: CNBC, Nasdaq, Dow Jones, Palo Alto Networks, Palo Alto, Novo Nordisk Locations: Danish

Much of the week was dominated by the market rotation out of 2024 technology winners into small caps and value stocks. Sector scoreboard: Energy, financials, and real estate were the three big S & P 500 sector winners during the uneven week. 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, advancers, Donald Trump, Bill Newlands, we've, it's, We've, Newlands, there's, Trump, Danaher, Jim Cramer's, Jim, Michael M Organizations: CNBC, ., Nasdaq, Dow Jones, New York Stock Exchange, Trump, Communication, Constellation Brands, Corona, Modelo, Republican, Constellation, Ford, Honeywell International, Dover, Fed, Jim Cramer's Charitable, Traders, Santiago, Getty Locations: Real, China, Chipotle, U.S

☆ We're buying more of this chipmaker that's been overly punished in the tech sell-off
▼ + stars: | 2024-07-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Following the trade, Jim Cramer's Charitable Trust will own 350 shares of AMD, increasing its weighting to 1.63% from 1.4%. There's also been a rotation out of secular growth and AI stocks and into companies that benefit more from future interest rate cuts. And due to this week's sell-off, AMD shares are now trading around their lowest levels since May. 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, Wednesday's, Biden, Donald Trump, There's, Let's, It's, We've, Lisa Su, Jim Cramer, Jim Organizations: AMD, Taiwan Semiconductor Manufacturing Company, Republican, CNBC Locations: China, Taiwan

☆ We're upgrading Eli Lilly after an overdone sell-off on competition fears
▼ + stars: | 2024-07-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 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. Upgrading Lilly: Shares of Eli Lilly have been hit hard since making a new closing high on 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, Eli Lilly, Roche, there's, Lilly, we'll, Jim Cramer's, Jim Organizations: CNBC, Nasdaq, Energy, Nvidia, Lilly, Novo Nordisk, Netflix, PPG Industries, American, Halliburton, Jim Cramer's Charitable Locations: Swiss

☆ Here's why Nextracker and Constellation Brands are tumbling — and where we stand on both stocks now
▼ + stars: | 2024-07-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Election risk: While a potential Trump presidency is sending shares of banks, oil and gas, and health insurance stocks higher, some groups face political risk. Shares of the Mexican beer maker are falling about 3% on concerns about tariffs and a tougher stance on immigration under a Trump presidency. Nextracker and Constellation are the two worst-performing Club stocks Monday. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Russell, Donald Trump, Trump, Morgan Stanley, We'll, Charles Schwab, Jim Cramer's, Jim Organizations: CNBC, Trump, —, Microsoft, Constellation Brands, Management, Bank of America, PNC, UnitedHealth, Jim Cramer's Charitable Locations: U.S

☆ We're buying back into a chipmaker that offers a new reason to own it
▼ + stars: | 2024-07-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

Shortly after the opening bell, we will be initiating a position in Advanced Micro Devices , buying 150 shares at roughly $184.35. Following the trade, Jim Cramer's Charitable Trust will own 150 shares of AMD, representing 0.80% of the portfolio. In his Sunday column, Jim called this the new reason to own AMD. 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, MI300X, Lisa Su, Su, —, Ben Reitzes, Jim Cramer Organizations: Devices, AMD, Charitable Trust, Broadcom, VMWare, Oracle, Club, Microsoft, Micron, Taiwan Semiconductor Manufacturing Company, Nvidia, Silo, Melius, FactSet, IDC, Gartner, CNBC Locations: Europe, Wednesday's Homestretch

☆ Monday, July 15, 2024: The Club is buying a small position in this chipmaker
▼ + stars: | 2024-07-15 | by ( ) www.cnbc.com time to read: 1 min

Monday, July 15, 2024: The Club is buying a small position in this chipmakerGo 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: Jim Cramer, Jeff Marks Organizations: CNBC, Trust

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