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 Friday’s key moments. 1. Stocks were higher to end the week Friday, with the S & P 500 and Nasdaq on pace for their fifth positive session. The moves are benefitting large stocks including Amazon , Microsoft , and Apple . “I like what we’re doing because we stuck with the big caps,” Jim Cramer said Friday, adding the portfolio is well-positioned going forward. The market is also debating how much the Fed will cut interest rates at next week’s meeting. Jim said that lower rates are a windfall for housing-related stocks such as Club names Home Depot and Best Buy . 2. Shares of GE Healthcare edged lower Friday after GE Aerospace , which owns part of GEHC, is using its shares to pay off some debt through a secondary offering that was priced at $86. The company initially planned to sell 10 million shares but increased it to 15 million. The transaction is not dilutive to GEHC shareholders. GE Aerospace has periodically monetized its stake in GE Healthcare, which it retained partial ownership of following the 2023 spinoff. “When you have a new deal, it smashes the stock,” Jim said. “I don’t like the way any of this has been handled,” he added. We are not surprised the transaction pushed the stock lower so it doesn’t impact our investment thesis. 3. Semis had a strong rebound this week after Oracle ‘s strong quarter and then its investor day. The software giant raised guidance for 2026 and their above-consensus outlook for 2029 was a bullish signal on cloud growth and AI tailwinds. That’s a positive for Club name Nvidia , which is getting a do-over . A related market theme that Jim addressed is the buildout of data centers to handle the computing power needed for artificial intelligence workloads. Jim said that’s a win for two Club industrials: Dover for its cooling systems and Eaton for “plumbing,” its power components and electrical systems. 4. Stocks covered in Friday’s rapid fire at the end of the video were: RH , Adob e, Boeing , Halliburton and Uber . (Jim Cramer’s Charitable Trust is long HD, BBY, GEHC, 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.
