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Here’s our monthly update on all 31 portfolio stocks, including 3 on the buy list

April 16, 2026 by Admin
Here’s our monthly update on all 31 portfolio stocks, including 3 on the buy list

The CNBC Investing Club held its April Monthly Meeting on Thursday, with Jim Cramer and Jeff Marks, director of portfolio analysis, hashing it out on each stock in the portfolio. The confab came a day after the S & P 500 closed at its first record high since late January, …

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Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio

February 27, 2026 by Admin
Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio

On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the …

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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

February 15, 2026 by Admin
The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who …

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These 4 turnarounds are making headway – plus, updates on our 30 other stocks

January 22, 2026 by Admin
These 4 turnarounds are making headway – plus, updates on our 30 other stocks

Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer …

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I talked to many health CEOs out West and see big things for drug stocks

January 18, 2026 by Admin
I talked to many health CEOs out West and see big things for drug stocks

We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That’s my chief takeaway from meeting with …

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How the AI data center bubble story is playing out inside one booming energy stock

January 11, 2026 by Admin
How the AI data center bubble story is playing out inside one booming energy stock

Bloom Energy power storage equipment, San Ramon, California. Smith Collection | Gado | Archive Photos | Getty Images A million bubbles were swirling inside each glass of Champagne poured on New Year’s Eve — which seems about like the number of times artificial intelligence bubbles have been mentioned by tech …

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Forget all the bubble talk — here’s why you need to own AI stocks in 2026

January 4, 2026 by Admin
Forget all the bubble talk — here’s why you need to own AI stocks in 2026

I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the stocks of companies tied to generative artificial intelligence and accelerated computing: They will dominate in 2026, just as they have since ChatGPT came on the scene four years ago. I want to …

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Here are 5 bear cases for Nvidia — and why each one of them is wrong

December 21, 2025 by Admin
Here are 5 bear cases for Nvidia — and why each one of them is wrong

Remember Nvidia? I want to do the unthinkable: give you the rap on Nvidia spouted by the myriad short sellers who seem to want to break this company’s stock and its intellectual property abilities. It’s daunting and, to some degree, beleaguering even for me, its principal supporter in the media. …

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Here’s an update on all 34 portfolio stocks, including 7 out-of-favor names to buy

December 12, 2025 by Admin
Here’s an update on all 34 portfolio stocks, including 7 out-of-favor names to buy

During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven …

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Jim Cramer calls out 3 stocks to buy in his monthly update of every name in the portfolio

November 13, 2025 by Admin
Jim Cramer calls out 3 stocks to buy in his monthly update of every name in the portfolio

“Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of terrific growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center, …

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