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 Tuesday’s key moments. 1. The S & P 500 and Nasdaq were down Tuesday as Big Tech was pressured following CoreWeave’s quarterly results Monday evening. The AI infrastructure provider disappointed investors after lowering its revenue outlook. Shares of CoreWeave plunged around 14%. Regarding the broader AI trade, Jim said, “I’m getting antsy about the fact that there’s too much borrowed money now starting to go into the data center.” However, Jim is not currently advocating changes to the portfolio. Wall Street also focused on soft labor market data after ADP’s payroll tracker showed a weekly decline of 11,250 jobs on average for the four weeks ending Oct. 25. 2. Linde shares were up over 1% Tuesday after UBS upgraded the industrial gas giant to a buy from a hold-equivalent rating. The analysts, who cut their price target to $500 from $507, said that earnings-per-share growth in 2026 will be a positive catalyst for Linde. This is a reassuring call for the recently lagging Club holding. After all, Linde’s pricing power has allowed the company to deliver earnings beats quarter after quarter despite the macroeconomic backdrop. 3. Nvidia stock shed around 3% on Tuesday after SoftBank announced that it sold its entire stake in the chipmaker. Weakness among AI-related names didn’t help investor sentiment, either. The sale of Nvidia stock is a source of cash that will be used to fund SoftBank’s whopping $22.5 billion investment in OpenAI, CNBC reported Tuesday. The news doesn’t make us concerned about Nvidia. We maintain our “own, don’t trade” thesis on shares. Instead, it adds to our aforementioned caution around mounting debt from the AI data center boom. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: CoreWeave, Paramount Skydance , Amgen , Dutch Bros , and Coterra Energy. On Wednesday at 6:30 p.m. ET, Jim will be signing copies of his new book, “How to Make Money in Any Market,” at the Atlantic Avenue Barnes & Noble in Brooklyn. (Jim Cramer’s Charitable Trust is long NVDA, LIN. 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.
https://www.cnbc.com/2025/11/11/analysts-call-this-lagging-stock-a-buy-plus-whats-behind-nvidias-decline.html
