Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. Stocks were slightly higher Tuesday, encouraged by a rebound in bitcoin . The cryptocurrency rose 6%, trading back above $90,000. But bitcoin was still down nearly 30% from its October all-time high of just over $126,000. Elsewhere, tech names like Oracle and portfolio holding Nvidia also supported Tuesday’s market after the prior session’s overall declines. 2. Investors “got to go buy Meta right now,” said Jim Cramer on Tuesday, as the stock traded almost 20% down from its record-high close of $790 back in August. The reason? The Wall Street Journal reported that OpenAI CEO Sam Altman issued a “Code Red” company-wide memo, stating a shift to boost ChatGPT capabilities due to mounting pressure from Google, which last month launched Gemini 3. Altman also said there would be a pause on other initiatives, including advertising, which is Meta’s bread and butter. “The most vulnerable opponent of OpenAI was Meta, because if you get social right, you could take share from Meta,” Jim said. Meta is a Club stock and one of the so-called Magnificent Seven megacaps. 3. Club holding CrowdStrike was up roughly 1.5% ahead of Tuesday evening’s earnings. “The one thing we haven’t seen since the outage is the blow-away quarter,” Jim said. The Club will be paying attention to the cybersecurity firm’s accelerating annual recurring revenue growth. Jeff Marks, director of portfolio analysis for the Club, cites this as the reason Wells Fargo named the company a Q4 tactical idea in October. “These cyber stocks have a history of pulling back on earnings, but then you buy it, because they do tend to snap back,” Jeff said. “That’s why we bought Palo Alto after the last quarter.” 4 . Stocks covered in Tuesday’s rapid fire at the end of the video were: Signet Jewelers , Credo Technology , Cloudflare , Disney , and Dell Technologies . (Jim Cramer’s Charitable Trust is long META, CRWD, PANW. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will 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 issuing the trade alert before executing the trade. 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 INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
