Here’s a rapid-fire update on our 33-stock portfolio, including Cramer’s 6 favorites to buy
Jim's current faves include three tech names and a bank stock.
TL;DR
- Jim Cramer identified six favorite stocks to buy now, emphasizing selective AI exposure.
- The article reviews the CNBC Investing Club's 33-stock portfolio, discussing individual stock performance and outlooks.
- Key stocks mentioned include Kimberly Clark, Bank of New York, Intel, Micron, Meta, and FedEx as current buys.
- Tech and AI-related names like Nvidia, GE Vernova, Eaton, Qnity, Amazon, Alphabet, Microsoft, CrowdStrike, Palo Alto, Salesforce, Apple, and Broadcom are discussed.
- Other sectors covered include financial institutions (Capital One, Wells Fargo, Goldman Sachs), healthcare (Cardinal Health, Johnson & Johnson, Eli Lilly), industrials (Boeing, DuPont, Home Depot, FedEx Freight, Linde, Honeywell), and consumer discretionary (Starbucks, TJX Companies, Costco).
- Cramer highlights Meta as his favorite among the Magnificent 7 and emphasizes Nvidia as an 'own-it, don't-trade' stock.
- The update also touches on lessons learned from the recent exit of Corning.