Jim Cramer and the CNBC Investing Club delve into Tuesday's market action, analyzing the impact of President Trump's trade policies, Salesforce's strategic layoffs, and Nvidia's strong performance. Cramer provides insights on Alphabet's upcoming earnings, expresses confidence in Salesforce's long-term prospects, and emphasizes the importance of AI investments in navigating the evolving market landscape.
CNBC Investing Club with Jim Cramer held its daily 'Morning Meeting' livestream on Tuesday at 10:20 a.m. ET, discussing key market movements and providing insights on specific stocks. The market opened with volatility, reacting to President Donald Trump's trade actions. While tariffs on Mexico and Canada were delayed, a 10% tariff on Chinese imports went into effect, leading to retaliatory tariffs from China and an antitrust investigation against Alphabet .
Palantir led the charge on Tuesday, surging 25% following a strong earnings report and revenue forecast. Alphabet, despite a nearly 2% gain, remains under scrutiny for its AI model, Gemini, which competes with its core search engine. Investors will closely watch advertising revenue, cost discipline, and cloud performance in Alphabet's upcoming earnings report.Salesforce announced layoffs of over 1,000 employees but simultaneously plans to hire salespeople specializing in AI, indicating a commitment to cost control while capitalizing on the growing AI market. Jim Cramer believes the stock should have responded more positively to the news, viewing the layoffs as a sign of efficiency and a strategic investment in AI. Nvidia's shares rose 3%, driven by Bank of America's bullish outlook and expectation of a reaffirmed 2025 growth target. Cramer, while maintaining a long-term positive view, urges investors to monitor the impact of cost-efficient AI models like DeepSeek on Nvidia's future earnings. The 'rapid fire' segment at the end of the video covered PepsiCo, Merck, Pfizer, Estee Lauder, and PayPal
Finance Technology CNBC Investing Club Jim Cramer Stock Market Trade War AI Salesforce Alphabet Nvidia Earnings Report
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