The Nasdaq dipped Friday, led by semiconductor stocks like Micron and Intel. SK Hynix's Nasdaq debut is noted. Intel, a favorite stock, is down 10% this week but management's long-term vision for AI and manufacturing is supported. Wells Fargo, Goldman Sachs, and Johnson & Johnson report earnings next week.
Jim Cramer's CNBC Investing Club recapped Thursday's market activity, noting a tech sector divide, Meta's AI spending concerns, and Honeywell Aerospace's post-spin-off volatility. Cramer remains bullish on key holdings like Intel and Meta.
Jim Cramer's CNBC Investing Club recap: Stocks fell amid Iran tensions, impacting airlines and banks. Broadcom shares rose on Apple partnership details. Old Dominion Freight Line upgrade viewed positively for FedEx Freight. Cramer urged discipline and avoiding greed.
Jim Cramer's CNBC Investing Club recap highlights a market downturn led by tech stocks, with a rotation towards healthcare and financials. Cramer advises buying strong companies hit hardest by the sell-off, noting positive movement in healthcare giants like J&J and Eli Lilly, and potential for Wells Fargo and Capital One in financials.
Jim Cramer's CNBC Investing Club recapped Monday's market activity, highlighting the S&P 500 and Nasdaq gains, Broadcom's extended partnership with Apple, and Qnity's stock surge. Cramer expressed optimism for Qnity's future performance.
Jim Cramer's CNBC Investing Club exited Nike after a 40% loss, preferring FedEx Freight. Salesforce shares rose on an upgrade, but Cramer favors Micron. The S&P 500 opened higher, while the Nasdaq faced pressure from semiconductor profit-taking.
Stocks were mixed Monday as investors assessed Iran war talks and awaited inflation data. Intel shares rose on a new hire for its foundry business, and Qnity stock continued its rally, benefiting from semiconductor design shifts.
Jim Cramer's Investing Club recapped Tuesday's market, noting SpaceX's rally, Intel's share drop creating a buying opportunity, and ongoing concerns with Salesforce's performance despite an AI acquisition. The club added to its Intel position.
Jim Cramer's Investing Club recap highlights market gains driven by semiconductor stocks, overshadowing US-Iran tensions and inflation data. The upcoming SpaceX IPO is seen as a major market influencer, with analysts setting high price targets. Honeywell's planned breakup and its automation segment's potential are also discussed.
Jim Cramer's Investing Club noted a stock market rotation on Thursday, moving from AI hardware to healthcare and financials. Goldman Sachs hit an all-time high, while CrowdStrike saw a dip despite strong earnings.
Jim Cramer's Investing Club recap: Stocks fell Wednesday as oil neared $95/barrel amid US-Iran tensions. Financials and AI/tech stocks lagged. Cramer discussed Palo Alto Networks, CrowdStrike, and initiated a new position in Intel, while remaining bullish on Broadcom.
Jim Cramer expressed skepticism about the AI trade's parabolic moves despite the S&P 500 reaching record highs. He discussed Alphabet's stock drop due to its $80 billion AI funding plan and Palo Alto Networks' high expectations ahead of earnings.
Jim Cramer's CNBC Investing Club recapped Monday's market activity, noting lower stock openings due to rising oil prices and geopolitical tensions with Iran. Nvidia surged on new AI initiatives, while FedEx split into two entities, with Cramer optimistic about both. Other stocks discussed included Berkshire Hathaway and Yum! Brands.
Jim Cramer's Investing Club discussed stock market shifts, with software outperforming hardware. They bought TJX Companies on a pullback and discussed Home Depot's upcoming earnings, attributing its stock weakness to broader housing concerns.
The CNBC Investing Club discussed Friday's market decline driven by tech weakness and higher Treasury yields. Key points included the U.S.-China summit's lack of breakthroughs, impacting Boeing and Nvidia, and trading insights on Arm Holdings, Salesforce, and ServiceNow.
US stocks retreated after a hotter-than-expected inflation report, though the Nasdaq rose on tech rebounds. Nvidia gained 2% on optimism over CEO Jensen Huang's China trip with President Trump, while Boeing could see a major aircraft order from China. Qnity Electronics pulled back slightly after a strong earnings-driven surge.
Jim Cramer discusses the current market reversal, Home Depot vs Lowe's, and Nvidia's earnings ahead of its report next week.
The S&P 500 reached a new intra-day high on Friday, driven by Apple gains following the tech giant's strong quarterly report with revenue of $111.2 billion, up 17% year-over-year. Jim Cramer called it 'the comeback of the Mag Seven,' noting Apple's installed base exceeded 2.5 billion active devices. Eli Lilly also jumped 3% after a nearly 10% post-earnings rally Thursday, with revenue surging 56% to $19.8 billion. Oil prices fell on news of an updated Iran peace proposal.
The S&P 500 was flat ahead of the Federal Reserve's interest rate decision, likely Jerome Powell's last meeting as Fed chair, with Kevin Warsh expected to take over in May. Jim Cramer expressed concern about rising bond yields and oil prices threatening rate cuts, impacting Home Depot. Microsoft earnings after the close represent a battleground, with Cramer worried about the company's response to Copilot concerns. Despite Corning's post-earnings decline, Cramer sees an opportunity to add ahead of upcoming investor events.
The S&P 500 fell from its record high Tuesday as a Wall Street Journal story on OpenAI's business performance weighed on the AI complex. Jim Cramer explained the pullback is exactly why he advises taking profits on parabolic moves, calling it an opportunity for investors who recently trimmed big winners. Arm Holdings dropped 8.5% following Monday's 8% decline, with Jim suggesting investors could start building positions if the stock declines further. Starbucks reports after Tuesday's close with expectations for positive comparable-store sales but margin concerns remain.
Stocks mostly higher Friday with Nasdaq leading chip rally for 18th straight day, powered by Intel's strong quarter. Jim Cramer expressed concern about tech-heavy market breadth and oil's drag on capital rotation. DOJ dropped criminal probe of Fed Chairman Jerome Powell, clearing path for Kevin Warsh confirmation. Ahead of earnings, Cramer recommended Corning and called Meta a 'screaming buy' while defending Microsoft.
Stocks were little changed as the S&P 500 and Nasdaq resumed their upswing to record highs. Jim Cramer discussed the rotation from software to hardware following ServiceNow's 17% post-earnings plunge, which cited Iran war as a drag on subscription revenue. Newest Club pick Arm jumped roughly 6% to new all-time highs, up 20% since initiation three days ago, though Cramer expressed concern about CEO Rene Haas' expanded role at SoftBank. Procter & Gamble rose over 1% ahead of Friday earnings.
The stock market turned lower after Tuesday's Morning Meeting, with oil rising about 4% to $93/barrel ahead of the Iran war ceasefire agreement. President Trump said the US will 'end up with a great deal' with Iran. CrowdStrike received a buy-equivalent upgrade from KeyBanc with a $525 price target, while Capital One reports earnings after the closing bell. The Club initiated a position in Arm Holdings on Monday.
The CNBC Investing Club reviewed market movements influenced by Middle East news and specific stock performances. While the S&P 500 saw a slight increase, Jim Cramer advised caution on Starbucks despite an upgrade and noted Nike's downgrade, emphasizing patience and a 'show me' approach for investors.
