On Thursday, the CNBC Investing Club with Jim Cramer held its “Morning Meeting,” noting a strong start to 2024 with the S&P 500, Nasdaq, and Dow all rising, although Tesla’s shares fell about 6% due to disappointing delivery numbers. Cramer mentioned trimming the Club’s Nvidia position, marking the first sale in a year, and reiterated the investment discipline learned from past experiences. JMP Securities downgraded Alphabet over antitrust concerns, though Cramer advised against immediate action on the stock. The meeting also covered stocks including Cloudflare, RTX, and Lockheed Martin, highlighting the club’s investment strategy.
