Every week, the CNBC Investing Club with Jim Craermer released an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market: The stock is well more than Wednesday and there are some good news and some good news on the inflation front. The consumer price index report for February became slightly cooled compared to expectations, which increased by 2.8% year -on -year. Although the Federal Reserve is unlikely to adjust the policy in its upcoming meetings in March and May, the latest data makes the market feel better about inflation, and the expectations of possible cuts in June are increasing. For the second session in one row, some beaten-down take stocks are the strongest bouncing. NVidia, Crowdastrik and broadcom are some of the largest beneficiaries in the portfolio. Our financial forests are also bouncing, led by our latest stock. We took a stake last Thursday and made additional purchases on Friday, Monday and Tuesday. Dented Defense: On the other hand, the Bloom has come away from the roses for those defensive, non-economicly sensitive stock, which used to bid in the previous week such as proctor and gamble. P&G shares are about 4% below in the last two days, including Wednesday’s steps. Consumer staple is the worst performing area ever in Wednesday’s session, followed by health care. We are indicating that these rallies were unstable, which is why we have booked profits in relative power in Bristol Myers Squib, Abbut Laboratories (twice), Linde and GE Healthcare. If the tariff talks become more aggressive or if there is dull economic data then the rotation can flip back. But those sales helped us re-fill our cash situation and maintain our flexibility as we made opportunistic purchases in technology, financial and discretionary-based stocks. In addition to purchasing the above Capital One One, we have so far chosen more shares of Crowdastric, Goldman Sachs, Disney, TJX companies and Texas Roadhouse. Tech Talk: The headlines involved in our two tech veterans attracted our attention this afternoon. First, the Federal Trade Commission asked a judge to delay a case against Amazon on alleged misleading practices related to prime due to lack of budget and staff. Meanwhile, Google of the alphabet announced a pair of AI models centered on robotics. The region, sometimes called physical AI, is an increasing area of focus for many technical companies including NVidia. We hope that NVIDIA talks about its long -term opportunity in physical AI at its Hot Aptied GTC conference next week. Next: No companies in the portfolio are prescribed to report. After closing on Wednesday, we will see earnings from Adobe, Sentinelon, Crown Castle and American Eagle. Opening Bell is the only notable company reporting dollar general before Thursday. On the economic data side, we would like to see if the report of wholesale inflation – known as the manufacturer price index – CPI comes into quiet like a report. In addition, a weekly eye will be released on the initial unemployed claims. Mark your calendar: Our monthly meeting for March will be closed in Noon ET on Thursday. (See here for a complete list of shares in the charitable trust of Jim Kramer.) As a customer of the CNBC Investing Club with Jim Cramer, you will receive a trade alert before the gym. The Jim waits 45 minutes after buying or sending a trade alert before buying or selling a stock in its charitable trust portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after issuing a business warning before executing the business. The information of the above investment club is subject to our terms and conditions and privacy policy, along with our replication. Based on the receipt of any information provided in relation to the investment club, no obligation or duties exist, or are created. No specific results or benefits are guaranteed.
Every week, the CNBC Investing Club with Jim Craermer released an actionable afternoon update, just in time for the last hour of trading on Wall Street.
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