On every working day, Jim Cramer’s CNBC Investment Club will release a homestead, which is a feasible afternoon update, just to catch up with the last hour of Wall Street trading. Market update: Stocks move away from their conferences and strive to maintain benefits. The S & P 500 Standard S 标 (S & P 500) has a small amount once a week, and most of the losses have been restored to the selling of Deepseek on Monday. Most of the time on Friday, the market is in the coastal areas in the coastal areas. This is obviously the optimistic emotion of President Donald Trump will postpone tariffs. There is nothing official, and there are many arguments that Trump will be hard or trade. However, when the White House press secretary Karoline Leavitt said that the president plans to impose a 25 % tariff on Mexico and Canada from February Saturday, and around 1:15 pm Eastern United States, the market It is clear that around 1:15 pm in the United States is clear. 1. The news triggered the callback of the two most sensitive stocks in the investment portfolio: Stanley Black & Decker and Constellation Brands. The winners of this week: The best -performing department is communication services. Due to the rotation and value of the market from growing stocks, the other three performances are better than medical care, finance and staple food. One of the big income this week is the meta platform. Because market expects it will become an important beneficiary of open source and low -cost AI models, the stock is very powerful throughout the week. The company also reported strongly in the fourth quarter. The Royal Caribbean Royal and Norwegian Cruises also has other income yields for IBM and Cruise Lines. Starbucks also spent a pleasant week on some encouraging data points about its turnover. Then the solar tracker company Nextracker. It is not in the Standard Purcera 500 index, but if it is, it will be the biggest profitable. Loser: The biggest losses are AI infrastructure stocks. DEEPSEEK News hit chip stocks such as NVIDIA, BRODCOM and Micron; network and server companies Arista Networks and Dell; electrical equipment and power generation names, such as Eaton and Ge Vernova; and public business constellation energy and long -term views. Focus on NVIDIA for a while. Although we pay attention to the potential of the low -cost model of the customer digestion DeepSeek on Thursday, a report released by SemiaalitySision on Friday shows that Deepseek may not be as effective as the company’s capital expenditure. According to the analysis of the report, Deepseek’s total server capital expenditure was about 1.6 billion US dollars, far greater than what they claimed. If the report is true and is likely to be like this, then this story will be a serious overthrow of this week, that is, less calculation required for AI, which makes this week’s selling may be exaggerated. In addition to AI, one of the unfavorable income promoters after announced that it will be reduced from the largest customer Amazon’s plan. Danaher is the loser in medical care. In view of the more optimistic appearance of Theermo Fisher, this is really a surprise. At the end of Danaher, this is likely to be conservative, but Cramer said he was frustrated by the complaint of management. Walgreens shared sinking on Friday after the announcement of the quarterly dividend. In the retail industry, Decker Outdoor shares decreased after providing a guidance that exceeded expected. Finally, energy also experienced a difficult week. Next week: We will be close to the busiest week of the income season, about a quarter of the Standard S & P 500 index, and eight companies in the investment portfolio of the plan. In terms of data, we will see ISM manufacturing and services and usual work data, and the monthly non -farm wage report on Friday will reach its peak. (Jim Cramer’s Charitable Trust, Jim Cramer’s Chardling.) As a subscriber for the CNBC Investment Club of Jim Cramer, you will be in Jim. (JIM) The trade alert was received before the transaction. Gim waited 45 minutes after issuing a trade alert, and then purchased or sold stocks in the investment portfolio of his charity trust company. If Jim talked about a stock on CNBC TV station, 72 hours after the transaction issued a trade alarm. The above -mentioned investment club information complies with our terms, conditions and privacy policies, and our free statement. Because you receive any information related to investment clubs, there is no obligation or responsibility for the creation of trust. Specific results or profits cannot be guaranteed.
META PLATFORMS Inc. CEO Mark Zuckerberg worked on the Meta Connect at META Connect in Menlo Park, California on September 25, 2024.
Bloomberg | Bloomberg | Getty image
On every working day, Jim Cramer’s CNBC Investment Club will release a homestead, which is a feasible afternoon update, just to catch up with the last hour of Wall Street trading.
