CNBC’s Investing Club with Jim Cramer held its weekly “Morning Meeting” livestream on Friday at 10:20 a.m. ET. Here are the key moments from this week’s session.
Jim Cramer noted that stocks are mixed, supported by easing US-China trade tensions and declining bond yields. He advised focusing on non-traded stocks to mitigate potential Trump-Xi Jinping-related risks. Bond yields fell to 4.26%, down from Monday’s close of 4.4%.
Meta Platforms saw significant gains, partly due to Alphabet’s strong quarterly report, which beat ad revenue expectations. Alphabet also maintained its $75 billion capital expenditure budget, supporting AI infrastructure trade. Nvidia shares rose despite Morgan Stanley lowering its price target.
Jim Cramer also recommended booking profits from Nvidia earlier this month and reducing position size after trading restrictions were lifted. The CNBC Investing Club covers stocks such as Intel, Abbvie, Colgate, Lowe’s, and T-Mobile in Friday’s session.
Source: https://www.cnbc.com/2025/04/25/what-alphabets-earnings-mean-for-meta-platforms-and-our-ai-chip-stocks.html