On weekdays, the CNBC Investment Club with Jim Claimer will hold a “Morning Conference” live stream at 10:20 am. This is the important moment of Friday. 1. The stock rose on Friday because the strong income from the technical name of the mega cup helped to shake the tough week. Meta Platform S’BlockBuster Quarter, Week and Apple’s solid results were late on Thursday, and Jim Cramer observed many techniques, “giving shine.” Its strengths helped to erase the loss of the Monday, which was caused by DeepSeek’s low -cost AI model and NVIDIA, etc. The gym remains bullish in NVIDIA, but he said he is considering trimming without restricting transactions. 2. Apple rose 1 % on Friday after posting a beat that exceeded expectations on the upper line and bottom line. In a private interview with CEO’s Tim Cook, the gym said he felt confident in the Apple’s trajectory. Despite the decrease by iPhone’s sales by 1 % and China’s revenue decreased by 11 %, Apple’s AI -driven Apple Intelligence appears to be Gamechanger. Cook pointed out the strong demand for iPhone with new features, suggesting that if a model equipped with AI gains traction in China, sales should be improved. 3. Eaton shares slided 3 % on Friday, despite the solid revenue report. The sale was promoted by the concern that low -cost AI models could reduce the demand for data centers that were an important market for Eaton. However, the company’s outlook was wonderful. Eaton has emphasized strong demand for hypersola and the pipeline of a project that promotes growth over many years. Jim also reminded the members that Eaton is a company that develops business with five mega trends. One of them is the data center. ” Jim said these three other trends -modernization, by -products, and repetitions of the grids are in line with the changes in policy under the Trump administration. 4. At the end of the video, the stock covered by the rapid fire on Friday was outdoors of Chevron, Pass, Wal Green, Abbaby, and Deckers. (Jim Cramer’s charity trust is a long meta, AAPL, NVDA, ETN. See here for the complete list of stocks.) As a member of Jim Cramer and CNBC Investing Club, JIM before trade. You will receive a trade warning. The gym waits 45 minutes after sending a trade alert before purchasing or selling stocks in a charity portfolio. If the gym talks about shares on CNBC television, he will wait 72 hours after issuing a trade alert before doing business. The above investment club information is subject to the Terms of Use and Privacy Policy, along with the disclaimer. There is no duty or duty of the trustee by receiving the information provided in the investment club. Certain results and profits are not guaranteed.
Crammer breaks his latest thoughts about large high -tech profits and NVIDIA
By NvidiaDaily
