The CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream every weekday at 10:20 a.m. ET. On a recent Monday, U.S. stocks were trending lower, with gains concentrated in the materials and energy sectors while technology lagged behind. This was good news for Club holdings Coterra Energy and DuPont de Nemours, which were up 1.5% and 0.5% respectively. European regulators had opened an investigation into Meta Platforms, Apple, and Alphabet, which weighed down shares of each. Jim Cramer advised investors not to panic and to wait for more information regarding the probe. Walt Disney stock climbed more than 2% on Monday after receiving bullish Wall Street research, with Barclays upgrading shares to a buy-equivalent rating and raising the price target to $135 per share.
Melius Research touted Apple stock on Monday, noting that the company’s forthcoming generative artificial intelligence services would lead to more upgrades and drive a “super cycle” in 2025. While the Club agreed that AI will boost sales over time and enhance the user experience, Jim Cramer cautioned against overly aggressive predictions. Apple shares continued to decline amid ongoing regulatory issues, including a lawsuit from the Department of Justice. Despite this, Jim recommended buying Apple stock for those who don’t already have it. As a subscriber to the CNBC Investing Club with Jim Cramer, members receive trade alerts before Jim makes a trade. Jim follows specific guidelines for executing trades, waiting 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio, and waiting 72 hours after discussing a stock on CNBC before executing a trade.
The content of the CNBC Investing Club with Jim Cramer is subject to terms and conditions, privacy policy, and a disclaimer. There is no fiduciary obligation or duty created by receiving information from the Investing Club, and no specific outcome or profit is guaranteed. While the Club has certain holdings such as AAPL, META, GOOGL, CTRA, DD, DIS, members are advised to make their own investment decisions based on the information provided. Jim Cramer emphasized the importance of prudent portfolio management, such as trimming positions after significant stock price increases, as was the case with Disney’s recent run-up. Despite adjusting positions, the overall thesis on a company may remain unchanged, as in the case of Disney becoming the Charitable Trust’s largest position. The CNBC Investing Club with Jim Cramer aims to provide valuable insights and guidance to help members navigate the stock market effectively.
Overall, the recent Morning Meeting livestream with Jim Cramer covered various key moments in the stock market, including trends in U.S. stocks, updates on specific company holdings, and bullish Wall Street research on certain stocks. While regulatory issues were affecting companies like Meta Platforms, Apple, and Alphabet, Jim Cramer advised investors to remain calm and wait for more information. Analysts’ projections on future stock performance, such as a potential “super cycle” for Apple in 2025, were discussed, with Jim offering cautious optimism. The process for executing trades within the Investing Club, including trade alerts and waiting periods, was outlined to ensure members have a clear understanding of how decisions are made. By following guidelines and staying informed, CNBC Investing Club members can make informed investment decisions and benefit from the expertise and insights shared by Jim Cramer.
