CNBC Investing Club with Jim Cramer's Morning Meeting Recap for Thursday. The video covers key market movements, earnings reports from Eli Lilly, Bristol Myers Squibb, Honeywell, and Linde, and a preview of Amazon's after-hours earnings release.
Every weekday at 10:20 a.m. ET, the CNBC Investing Club with Jim Cramer hosts a 'Morning Meeting' livestream. This recap highlights the key takeaways from Thursday's session.Stocks generally traded higher on Thursday, extending a three-day winning streak as investors shrugged off tariff worries. Market sentiment shifted towards optimism fueled by strong performance in the technology sector, particularly Big Tech. Nvidia shares edged up 1.
3% as hyperscalers ramp up investments in artificial intelligence, although the stock is still recovering from last week's decline triggered by the DeepSeek incident. Friday's focus will be on the January jobs report, which could influence the Federal Reserve's projected two rate cuts for 2025.The CNBC Investing Club witnessed a flurry of earnings reports from its member companies. Four stocks in particular, Eli Lilly, Bristol Myers Squibb, Honeywell, and Linde, released their quarterly results. Subscribers received in-depth earnings analyses via text and email throughout the day. During the Morning Meeting, Jim Cramer provided his immediate insights on each report. He expressed a positive outlook on Lilly, recommending against selling the stock. For Bristol Myers, he advised aggressive buying, while Honeywell and Linde warrants a more cautious approach, with Cramer suggesting a wait-and-see stance for Linde after a recent price surge.Amazon's upcoming earnings report after the market close is a significant event for investors. Key metrics under scrutiny include e-commerce sales, margin improvement resulting from cost-cutting initiatives, and the growth of Amazon Web Services (AWS). Capital expenditures will also be closely watched, as analysts assess whether Amazon will maintain its aggressive pace of AI investments, similar to other hyperscalers like Meta, Alphabet, and Microsoft. This trend could benefit chip stocks like Nvidia and Broadcom. Jim Cramer is also particularly interested in the latest iteration of Alexa, which boasts enhanced AI capabilities. Amazon stock climbed 1.7% on Thursday ahead of its report.In a rapid-fire segment at the end of the video, Jim Cramer provided brief commentary on Ford Motor, Arm Holdings, and Ralph Lauren. (Jim Cramer's Charitable Trust holds positions in NVDA, LLY, BMY, HON, LIN, AMZN. A complete list of holdings is available here.) CNBC Investing Club subscribers receive trade alerts before Jim executes any trades. He adheres to a 45-minute waiting period after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim discusses a stock on CNBC TV, he observes a 72-hour waiting period after issuing a trade alert before making the trade. Please remember that the information provided by the CNBC Investing Club is subject to our Terms and Conditions, Privacy Policy, and Disclaimer. Receiving any information related to the Investing Club does not create a fiduciary obligation or duty. No specific outcome or profit is guaranteed
Finance Investing CNBC Investing Club Jim Cramer Stock Market Earnings Reports Amazon AI Investments Federal Reserve
United States Latest News, United States Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
CNBC Investing Club Morning Meeting Recap: Tariff Uncertainty, Danaher and Eli Lilly PreannouncementsCNBC Investing Club's Tuesday Morning Meeting discussed market reactions to cooler-than-expected December wholesale prices and ongoing tariff uncertainty. Jeff Marks highlighted the potential positive impact of a gradual tariff implementation on stocks with manufacturing ties to China, Mexico, and Canada. The meeting also covered preannouncements from Danaher and Eli Lilly, with Danaher showing flat revenue guidance while Eli Lilly missed expectations. Tech stocks, including Broadcom and Salesforce, saw gains, driven by positive analyst calls.
Read more »
CNBC Investing Club with Jim Cramer: Morning Meeting Recap - January 4, 2023CNBC Investing Club with Jim Cramer recap of key moments from Wednesday's 'Morning Meeting' livestream. Stocks rallied on news of a large AI infrastructure project, boosting tech stocks like Microsoft and Nvidia. Jim Cramer weighs in on the potential of AI, discusses his outlook on various portfolio stocks, including Microsoft, Alphabet, and Disney, and highlights his 'buy' recommendations for Meta and Amazon.
Read more »
CNBC Investing Club with Jim Cramer: Wednesday's Market RecapJim Cramer reviews Wednesday's market action, highlighting weakness in tech and quantum computing, a positive outlook for GE Healthcare, and his desire to buy more Disney shares.
Read more »
CNBC Investing Club with Jim Cramer: Stocks Sell Off, Home Depot Rallies, Constellation Brands DropsJim Cramer discusses key market movements, including the impact of a strong December jobs report on Fed rate expectations. He also highlights Home Depot's resilience amidst the market downturn and analyzes Constellation Brands' disappointing earnings report.
Read more »
CNBC Investing Club: Fundamentals Over Speculation and Seasonal TrendsJim Cramer emphasizes a long-term investment strategy based on fundamentals for the CNBC Investing Club portfolio. He criticizes speculation and relying on seasonal trends like the 'Santa Claus rally' or 'January effect' as unreliable predictors of market performance. The article highlights the importance of analyzing companies and management teams rather than chasing short-term momentum.
Read more »
CNBC Investing Club with Jim Cramer: Bristol Myers Squibb, DuPont Spinoff, and AI Chip DemandJim Cramer highlights Bristol Myers Squibb as a potential top stock for 2025, discussing the company's promising schizophrenia drug and other potential applications. DuPont accelerates its spinoff timeline, while Cramer expresses a preference for selling Honeywell shares. Taiwan Semiconductor Manufacturing's strong AI chip revenue projections benefit Club holdings Nvidia and Broadcom.
Read more »