economy

Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite name to buy

Jim Cramer and Jeff Marks covered their latest thinking on all of the Investing Club's stocks during the June Monthly Meeting.

Here’s our monthly update on all 35 portfolio stocks, including Cramer's favorite name to buy

TL;DR

  • Jim Cramer's favorite stock is Intel, citing its growth in data center CPUs and third-party manufacturing prospects.
  • The 'Magnificent Seven' may see a re-ordering with potential newcomers like SpaceX, Anthropic, and OpenAI.
  • Analysis of tech stocks includes Alphabet, Apple, Nvidia, Amazon, Meta, Microsoft, Salesforce, Arm Holdings, Broadcom, Corning, and Qnity Electronics, with varying outlooks.
  • Companies in healthcare like Cardinal Health and Eli Lilly, financials such as Capital One and Goldman Sachs, and industrials like GE Vernova and Honeywell are also reviewed.
  • The discussion covers consumer stocks including Starbucks, Costco, Home Depot, TJX Companies, and Nike, as well as logistics firms FedEx and FedEx Freight.

Weiter zum Originalartikel