6 things from my San Francisco trip reveal AI stock winners
It’s time for some of my reflections on a week in San Francisco talking to dozens of executives and workers in tech. It was a grueling trip, but a necessary …
Dover Corp
We ranked Q2 earnings from 30 portfolio stocks from great to ugly
It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on …
Top 5 stocks in a downbeat market since the August Monthly Meeting
It’s been a topsy-turvy stock market since the Club’s August Monthly Meeting. The S & P 500 jumped 1.8% over the period, while the Dow Jones Industrial Average and Nasdaq …
Buy levels for DuPont, Dover, Eaton that benefit from AI, sector trends
The artificial intelligence trade is not just for traditional tech companies. We have three industrial stocks in the portfolio that will keep getting more and more business as AI proliferates …
Nvidia lifts other corners of the market, and Disney moves closer to checking another big box for investors
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. Markets …
On paper the market should be great, not on edge. That’s the opportunity
When I look at Thursday’s rally, I am beginning to realize that we have become so binary and so up close that we have lost our ability to think about …
After a busy week of trades, we’re looking to some key inflation data
It was another volatile week for stocks, but Wall Street ultimately finished lower again. The market experienced a sharp sell-off Monday on recession concerns, which led the S & P …
Why the stock market plunged Friday, and the buys we made in response
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. Forceful …
An ugly earnings report from a competitor is good news for Abbott Labs
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. Stocks jumped Friday as Wall …
Tech stocks tank as profit-taking persists. Here’s why Abbott stands out among the wreckage
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. Markets …