Every weekday the cnbc investment club with jim cramer holds a “Morning Meeting” Livestream at 10:20 AM Et. Here’s a recap of Monday’s Key Moments. 1. Stocks open Higher to Start the Trading Week, but Gave Back Thos Gains after the februry ISM manufacturing data Missed Estimates. While The Report Showed Sector Growth, It Came in Weaker Than Expected With Concerns about Order delays due to tariffs. President Donald Trump’s Tariffs on Mexico and Canada Are Scheduled to Start TuesDay, and Potential RetaliaTory Tarifs from these Countries Adds to the Worries. “The Market doesn’t like uncertainty,” said club portfolio director jeff marks. “It’s hard for companys to make a long-term investment decision if they do’T know what trade policy is going to be.” Semiconductor are notable laggards, with nvidia and broadcom down 4.4% and 1.6%, respectively. Stocks tied to data centers are also taking a hit, like Electric Power Company Eaton, Down 1.7%. 2. in his Sunday column, Jim Cramer Advised Looking for Stocks with as Little Exposure to tariffs as possible. Texas Roadhouse has help up well since most of its restaurants are in the us, thought it faces some pressure from Rising Beef Pries, which the company accounted for its outlook. Off-Price Retailer Tjx Companies is Another Company Bucking Tarif Headwinds as Larger Retailers Dealing with Supply Chain Disrupttions May Be Forced To Liquidate Inventory, WHICHX PCS up At Massive Discounts. In Healthcare, Abbott Labs Has Noted A Minimal Impact on tariffs. The stock made a 52-wheek high Monday, trading 1.5% Higher at $ 140 per share. Linde noted in its last earnings call that if there’s a currency devaluation is of tarifs it will be a pricing tailwind for the company. 3. Shares of Cybersecurity Stock Crowdstrike Rose more than 1% ahead of its fourth -Quarter earnings. Wells fargo named the stock its “Signature pick” monday, as demand continues to improve after the big outage last year. Yet analysts are cautious heading into the print because they worry the company’s net new annual recurring review Estimates are too high. Separately, Canacord said Monday the setup is good into the print with the stock down about 15% from its recent highs. Analysts said customers recognize now is a good time to do business with browdstrike due to incinent packages. We also like the stock long term, marks said, adding, “if the stock gets hit on earnings we would potentially look to buy.” (Jim Cramer’s Charitable Trust is Long NVDA, AVGO, ETN, TJX, TXRH, ABT, LIN, Crwd. Receive a Trade Alert Before Jim Makes A Trade. Jim Waits 45 Minutes after Sending a Trade Alert Before Buying or Selling a Stock in his Charitable Trust’s Portfolio. If jim has talked about a stock on CNBC TV, He Waits 72 hours after is the trade alert alert before executing the trap. The Above Investing Club Information is Subject to our terms and conditions and privacy policy, together with our disclaimer. No fiduciary obligation or duty exists, or is created, by virtue of your receipt of any information provided in connection with the investment club. No specific outcome or profit is guaranteed.
(Tagstotranslate) Breaking News: Technology (T) Crowdstrike Holdings Inc (T) Linde Plc (T) Linde Plc (T) Tjx Companies Inc (T) Texas Roadhouse Inc (T) Eaton Corporation Plc (T) Broadcom Inc
