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 Thursday’s key moments. 1. Stocks were largely higher Thursday. Both the S & P 500 and Nasdaq hit new all-time highs, led by gains in Alphabet after an earnings beat. This comes on the heels of the S & P 500’s record-high close Wednesday after President Donald Trump announced a new trade agreement with Japan. There are also reports that the European Union may also be closing in on a deal with the U.S. “I would not trust a negative view of this market, because there are signs of great positivity,” said Jim Cramer. 2. Shares of Honeywell fell Thursday despite quarterly beats on the company’s top and bottom lines. Honeywell also raised guidance. The Club stock 5% decline is “just disrespectful,” said Jeff Marks, director of portfolio analysis for the Club. Meanwhile, fellow portfolio name Dover was taking a 2.5% hit following solid earnings. Jim said the stock “should be up four to five [dollars],” considering that most of the metrics are “better.” Jim said the pullbacks in both stocks are buy opportunities for new investors. 3. Alphabet raised its outlook on capital expenditure by $10 billion to $85 billion. Alphabet said the new outlook reflects an additional investment in servers and an acceleration in the pace of data center construction to meet cloud customer demand. The company is looking to raise its capex again in 2026, citing customer demand and growth opportunities. This is a positive read-through for our semiconductor stocks, Broadcom and Nvidia , which were both higher Thursday. 4. Stocks covered in Thursday’s rapid fire at the end of the video were Tesla , Alphabet , UnitedHealth , ServiceNow , and Chipotle . (Jim Cramer’s Charitable Trust is long AVGO, DOV, HON,NVDA. 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.
