Jim Cramer names companies and sectors poised to rally on the AI wave

Jim Cramer names companies and sectors poised to rally on the AI wave

CNBC’s Jim Cramer on Wednesday said artificial intelligence is going to be essential to big market rallies over the next few years. “This technological revolution is crossing all barriers, even potentially becoming the heart of our national security apparatus, so we’d be like ostriches with our heads in the sand if we don’t address it,” … Read more

How Jim Cramer learned to make the most of market sell-offs

How Jim Cramer learned to make the most of market sell-offs

Jim Cramer and Director of Portfolio Analysis Jeff Marks fielded a range of questions during the Club’s Annual Meeting on Saturday. Here’s a summary of their answers to some of the questions, including how to determine the number of shares to buy or sell and Jim’s advice on stock-picking for kids. 1. How do you … Read more

Here is Eli Lilly’s competitive edge in GLP-1 obesity drugs and Abbott’s secondary play

Here is Eli Lilly’s competitive edge in GLP-1 obesity drugs and Abbott’s secondary play

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. (We’re no longer recording the audio, so we can get this new written feature to members as quickly as possible.) Inflation relief: The stock market was … Read more

Here’s how I see the Fed’s rate-cut dilemma playing out

Here’s how I see the Fed’s rate-cut dilemma playing out

The following passage has been adapted from Jim Cramer’s opening monologue at Saturday’s annual meeting of the CNBC Investing Club. The single biggest issue we will be struggling with for the rest of the year is not how many Federal Reserve interest rate cuts we will have but whether the Fed can stand pat, or … Read more

The Fed’s rate hikes did little to slow our robust economy

The Fed’s rate hikes did little to slow our robust economy

Can’t stop won’t stop? OK, you will never confuse me for a rapper, but those are the four words that describe this economy right now. And as we walk into retail earnings hell — a period where too many retailers report all at once and the comparisons become odiously confusing, starting with Walmart and Home … Read more

2 out of 5 industrial stocks are at record highs. Here’s our post-earnings outlook

2 out of 5 industrial stocks are at record highs. Here’s our post-earnings outlook

Earnings season was not perfect for our industrial-focused portfolio companies, but we’re feeling pretty good about their prospects for the rest of the year. Shares of two of the five names finished Friday at all-time highs, and we belive the others show promise for patient investors. 1. Eaton Electrical power management company Eaton posted a … Read more

The market is in a sweet spot between Fed rate hikes and cuts, and a lot can happen

The market is in a sweet spot between Fed rate hikes and cuts, and a lot can happen

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. We’re no longer recording the audio, so we can get this new written feature to members as quickly as possible. Here’s Monday’s edition. If history is … Read more

Big Tech’s AI spending plans mean big things Nvidia, Broadcom, Eaton

Big Tech’s AI spending plans mean big things Nvidia, Broadcom, Eaton

A busy week of Big Tech earnings left us feeling more assured about our investments in Nvidia , Broadcom and Eaton as spending on artificial intelligence chips and data centers remain clear-cut priorities. The quarterly reports from Club holdings Alphabet , Microsoft , Meta Platforms and Amazon this week varied in overall quality, but a … Read more

Everything from health care to industrials

How Jim Cramer learned to make the most of market sell-offs

During the January Monthly Meeting this past Wednesday, we took questions directly from Investing Club members. Here are Jim Cramer’s and Director of Portfolio Analysis Jeff Marks’ responses. Their answers have been edited for clarity. 1. What is a good entry point for Eaton ? It doesn’t seem to want to go down! (Brian) Jim … Read more

The S&P 500 set a new record high. How our current Club stocks have fared since the last one

The S&P 500 set a new record high. How our current Club stocks have fared since the last one

The S & P 500 notched a record close Friday for the first time in more than two years — and over that time, no Club stock has performed better than Eli Lilly . The broad market index ended Friday’s session at 4,839.81, edging out its prior all-time high close of 4,796.56 set on Jan. … Read more