The S & P 500 closed lower on Friday but slightly higher for the week. It briefly topped 7,000 for the first time ever Wednesday. There was no storage of news: Ten portfolio names, including three of our megacaps, reported earnings throughout the week; the Federal Reserve held interest rates steady on Wednesday; software stocks…
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of…
Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet,…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were mostly lower Tuesday as investors digested the latest consumer inflation data , big bank earnings , and rising geopolitical tensions overseas. The financials were…
Cybersecurity stocks were soaring Wednesday — for both fundamental and technical reasons — following a rough performance in the final weeks of 2025. The big question: Is the bottom in? Shares of Club names CrowdStrike and Palo Alto Networks were each up roughly 4.5% in the third session of an early 2026 rally. Despite the…
For investors looking for a cybersecurity comeback story, Palo Alto Networks may be quietly writing one. 2025 performance: 1.2% Forward price-to-earnings multiple: 43.7 versus a five-year average of 53, according to FactSet data. Our rating: Buy-equivalent 1 Our price target: $225 a share PANW YTD mountain PANW stock performance YTD. With a roughly 1% gain…
The stock market broke records during the holiday-shortened trading week. The S & P 500 hit an all-time intraday high Friday but closed slightly lower. Nevertheless, the index rose 1.4% last week, padding an almost 18% year to date advance. Economic data last week lifted investor spirits, with weekly jobless claims, as well as third-quarter…
Palo Alto Networks will migrate key internal workloads to Google Cloud as part of a new multibillion-dollar agreement, the companies announced Friday. The companies said the deal is an expansion of their existing strategic partnership and will deepen their engineering collaboration. Palo Alto Networks is now using Google’s Gemini artificial intelligence models to power its…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves : Stocks were solidly higher Friday afternoon, with the gains in the S & P 500 pushing the index into positive territory for the…
During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven currently unfashionable names that Jim…
