Jim Cramer

3. Starbucks This is a company that is no longer on the mend. It is starting to take it to the competition that we all thought was going to eat its lunch … A week ago we started hearing about this Chipotle merger nonsense and the stock sunk like a stone. Then CEO Brian Niccol denies it to me this weekend and says that the great numbers from the last quarter are continuing just like he said on the quarterly conference call. And then it does nothing? How the heck is that possible? This company doesn’t build data centers and it doesn’t need its multiple to expand. It can just blow out the numbers and send its stock higher all by itself. And that’s just what I think will happen.”

2. Intel “The dialogue about Intel had been about all those CPUs the world needs to handle the robots, the agents, self-driving cars. That dialogue has disappeared entirely even as the demand for the CPUs hasn’t. Now all people want to do is sell Intel because they think it is expensive without any real earnings. I am steadfast that Intel will be a winner, I also like their foundry strategy. But I am pushing out my timeframe and am going to hold off buying any more Intel until the low 80s.”

1. Apple “Apple’s an oddity. It hit an all-time high yesterday as we are one day away from when we can pre-order the Duo. When I experimented with this two-sided, seamless phone … I was blown away. I will go to Costco to buy many Duos as presents, the cost will be fine. I bet it’ll be heavily subsidized by T-Mobile … I will never get used to watching something while talking to someone on the same device. We don’t have to worry about data center buildouts with Apple. Their heft, their numbers, their scale makes their audience worth paying for. And that’s why Alphabet has done just that.”

CNBC's Jim Cramer weighed in on each stock in the Investing Club portfolio during Thursday's Monthly Meeting. Follow along this thread for his top three highlights. Sign up for the Club: cnb.cx/3SN6cPO

1. Nvidia "Sometimes, this stock feels cursed. But I am not going to give up on Nvidia, on Jensen Huang, on his vision or his products. And I am confident that almost every deal he has done will pay off in better relationships and big profits. My recommendation for a half-trillion dollar buyback goes unheeded, but it would demonstrate a level of conviction that is much needed right here. At 14x earnings, Nvidia’s stock is the best investment Jensen Huang can make."

CNBC's Jim Cramer weighed in on each stock in the Investing Club portfolio during Thursday's Monthly Meeting. Follow along this thread for his top three highlights. Sign up for the Club: cnb.cx/3SN6cPO

TOMORROW: Micron is investing more than $250 billion on advanced memory manufacturing and R&D across the U.S., creating over 90,000 jobs. CEO Sanjay Mehrotra joins CNBC’s Jim Cramer for an exclusive interview from the company's R&D fab in Boise, Idaho. Tune in to “Mad Money” Thursday at 6 p.m. ET.

Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares cnbc.com/2026/08/19/marvell-…

Want to unlock more of Jim Cramer's market insights? Sign up for the CNBC Investing Club to get full details on each stock Cramer discussed in today's Monthly Meeting: cnb.cx/3SN6cPO

3. Data center exposure "We have more data center exposure than some would think is safe, but I don’t see any end yet to the buildout. I think there’s much more to come. That’s why we like Eaton and GE Vernova so much. GE Vernova takes natural gas and turns it into electricity and either passes it on to Eaton for transmission or sends it right into the center itself. They are partners and competitors."

2. Apple "We aren’t trading it, but my fondness for Tim Cook is so great that it will be difficult for me to be as confident with a new CEO. Don’t yet make a judgment on that as I think that there are only two business people in this world I trust more than all others: Jensen Huang and Tim Cook."

1. The market "Lots of people are yammering about how the 30-year Treasury sports the highest interest rate in 19 years. True. But oil is behind so much of inflation that it’s too murky to figure what the rate should be. The fact is profits, my barometer, are pretty darned fantastic. The consumer is strong. Spending is fine, not excessive. And we have the most amazing transformational economy I have ever seen, one that involves artificial intelligence that is revolutionizing everything. As long as these two themes continue working we will do just fine."

CNBC's Jim Cramer weighed in on all 32 stocks in the Investing Club portfolio during Thursday's Monthly Meeting. Follow along this thread for his top three highlights. Sign up for the Club: cnb.cx/3SN6cPO

HAPPENING NOW: CNBC's Jim Cramer shares an update on all 32 stocks in the Investing Club portfolio in today's Monthly Meeting. Join the Investing Club to watch live: cnb.cx/3SN6cPO

Want to unlock more of Jim Cramer's market insights? Sign up for the CNBC Investing Club to get full details on each stock Cramer discussed in today's Monthly Meeting: cnb.cx/3SN6cPO

3. Home Depot “And then there’s the stock that lies in the fate of Fed Chairman Kevin Warsh: Home Depot. The one that I thought would be at $400 with some rate cuts and not $300 with some rate hikes. It hasn’t lost its ability to make a lot of money."

2. FedEx Freight “We like FedEx Freight because the business, as brother JB Hunt would tell you, is finally getting out of a bruising downturn … I’m sorely tempted to buy more.”

1. Intel “I think that the next great wave of demand will be from the less intellectually propertied Intel, which has a triple play going for it.”

Jim Cramer: Here's my rule for protecting profits after parabolic stock rallies cnbc.com/2026/07/16/jim-cram…

HAPPENING NOW: CNBC's Jim Cramer gives an update on all 34 stocks in the Investing Club portfolio. Join the Investing Club to watch live: cnb.cx/3SN6cPO