Every weekday, the CNBC Investment Club with Jim Kramer will hold a live stream of “Morning Meeting” at 10:20am. Here’s a summary of Tuesday’s key moments. 1. The S&P 500 was basically a flat Tuesday, but the Broad Equity Index was still hovering near record highs. Stocks gathered last week after President Donald Trump did not immediately implement mutual tariffs on his US trading partners. On Tuesday, stocks faced a rise in interest rates, with the Treasury yield rising to more than 4.5% in 2010. Meanwhile, after Warren Buffett’s Berkshire Hathaway revealed he owned the shares at the end of 2024, he relied on the pre-market bump of 7% to quit his position at Beermaker Constellation Brands. – The company faces slower demand for beer, struggling wine and spirit business, as it faces uncertainty in tariffs. “I thought they would take advantage of having the best beer name, but they dropped the ball,” admitted Jim Cramer. Make sure to mark the calendar for your Investment Club monthly meeting at noon ET on Thursday. 2. Jim highlighted two club stocks as a purchase on Tuesday, including custom AI chip maker Broadcom. Jim said “we need to buy Broadcom here” as stocks fell more than 2% on Tuesday. The stock, which has skyrocketed by 82% over the past year, is in the spotlight following a recent report in the Wall Street Journal, which stated that Broadcom is in informal consultations regarding the purchase of Intel’s chip design business. The second share Jim will buy is Bristol Myers Squibb. He said he “want to just keep buying” for the new Cobenfy franchise that deals with adult schizophrenia. Bristol Myers may be considered unfavourable after his income report earlier this month, but he said the stocks are “great (dividend) yields, good management, buy it.” 3. Nvidia has almost completely recovered the losses from the Deepseek-driven sale that began in late January, trading more than 1% higher on Tuesday. In light of Deepseek’s more efficient AI model, Jim initially worried about deep clients of Nvidia, which operates data centers, which are so-called hyperscalers such as Microsoft and Alphabet. That high-end AI chip. However, when Amazon reaffirms its AI investment plans along with fourth quarter revenues, Jim said “the bear incident is over.” Jim added that he plans to discuss Nvidia longer at his monthly meeting on Thursday. 4. The inventory covered in Tuesday’s rapid fire at the end of the video was Intel, Charles Schwab, Merck, Medtronic and Snowflake. (Jim Kramer’s Charitable Trusts are long AVGO, BMY, NVDA, AMZN, MSFT. See here for a full list of stocks.) As a subscriber to the CNBC Investment Club with Jim Kramer, trade before Jim makes it. I’ll receive a warning. Trade. Jim waits 45 minutes after sending a trade alert before purchasing or selling stocks in the Charitable Trust portfolio. If Jim talks about stocks on CNBC TV, he will wait 72 hours after issuing a trade alert before running the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with the disclaimer. Due to receiving information provided in connection with the Investment Club, there is no obligation or obligation of the fiduciary. No specific outcomes or benefits are guaranteed.
Jim Kramer says he will buy these two portfolio stocks and also buy his latest ideas about Nvidia
By NvidiaDaily
