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. Stocks are little changed to start the shortened trading week, with the Nasdaq , the S & P 500 , and the Dow all trading near their flatlines. The Dow and S & P 500 are coming off their fourth losing week of the last five, while the Nasdaq just posted its fifth straight negative week. The sell-off has been driven by persistent instability in software names including Salesforce , CrowdStrike , Palo Alto Networks , and ServiceNow . That weakness is broadening into the mega-cap tech trade on Tuesday, with Alphabet down 1.6%, Microsoft down 1.2%, and Meta down 0.5%. Jim Cramer wrote two columns on the market’s recent pullback – one focused on the AI trade and the other on keeping the faith in Nvidia despite all the rising competition noise. Shares of Nvidia were down more than 1% on Tuesday. 2. Two key rising stocks on Tuesday are Apple and Wells Fargo . Apple shares are up 1.4%, likely because it’s seen as an “AI taker”: the iPhone maker doesn’t need to make massive capital expenditures to build AI models, which would eat into its free cash flow; instead, it has partnered with Alphabet to power its AI features. By comparison, Meta, Microsoft, Amazon, and Alphabet plan to spend tens of billions of dollars on AI, which is expected to result in flat or only slightly positive free cash flow. Wells Fargo is up 1.3%, bolstered by strength in the financials sector. The stock is recovering from last week’s more than 7% drop. 3. Within the software sell-off, shares of both of our cybersecurity stocks, Palo Alto and CrowdStrike , are down roughly 2% and 5%, respectively. We aren’t fazed, as long-term demand for their cybersecurity solutions remains high. Our last CrowdStrike buy was on Feb. 3. We’d potentially look to buy more if the stock falls further. Palo Alto is set to report earnings after the bell on Tuesday. The company will need to deliver strong results to shake off the AI-disrupting software narrative on cybersecurity. (Jim Cramer’s Charitable Trust is long CRWD, PANW, NVDA, DHR, AAPL, and WFC. 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/2026/02/17/we-may-buy-more-of-a-stock-that-has-been-pulled-into-the-software-sell-off.html
