Microsoft · CNBC Technology
Here's our monthly update on all 31 portfolio stocks, including 3 on the buy list
Compiled by KHAO Editorial — aggregated from 1 outlet. See llms.txt for citation guidance.
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Jim Cramer gave his latest thinking on all 31 stocks owned by the CNBC Investing Club, including Nvidia, Apple, and Microsoft.
Key facts
- Lilly's leadership in GLP-1 treatments remains a major advantage, and its new GLP-1 pill is a game-changer
- If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade
- The whole company is worth a tad less than $150 billion right now
- 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
Summary
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, punctuating its dramatic comeback from the Iran war sell-off. The team convened on March 27, a Friday, and the following Monday brought one more day of selling. Throughout the war, Jim has urged investors to stay calm and stay invested. Honestly, who would've seen this rally coming on the day of their March call? But the market is doing its best to refocus on what companies are doing and saying as first-quarter earnings season ramps up. Now, let's get into what Jim and Jeff had to say, going in the order they discussed them.
They're giving Hill one more at bat. The tech heavyweights Apple : Smartphone momentum in China appears to be continuing, and the forthcoming launch of a Google Gemini-infused Siri is a powerful combo.