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 Friday’s key moments. 1. U.S. stocks were mostly higher on Friday. The S & P 500 was on the right track for a fifth positive week in a row. The broad market index topped 5,000 again Friday after doing so Thursday but just missing it on the close. “That’s something now we have to have fun,” Jim Cramer said. “That is a remarkable [run].” Investors also mulled over more quarterly earnings and upbeat economic data. Excellent news for investors: December’s inflation reading was even lower than first reported. 2. GE Healthcare CEO Peter Arduini told Jim on “Mad Money” on Thursday evening about how the corporate is integrating artificial intelligence into MRI, CT, and ultrasound machines. These efforts can’t only improve productivity, but customers are willing to pay more for the advanced offerings, Arduini said. This is nice news for GE Healthcare’s margins, too. Jim said the corporate was previously “cash-starved” and “not focused” before separating from General Electric last yr. That is all changing. Jim said that management’s give attention to research and development and AI appears to be paying off. 3. Nvidia shares climbed nearly 3% to a different all-time high Friday on media reports that the corporate is moving into the custom chip design business. This could possibly be each an offensive and defensive move for the Club holding. The brand new unit gives Nvidia a bit of what some analysts estimate to be a $20 billion per yr market, while also protecting against cloud computing firms who’re looking for alternatives to their pricey H100 chips. 4. An Nvidia move into chip design could put some pressure on Broadcom , one other Club name. Broadcom is a dominant player within the industry, with key customers including fellow portfolio holdings Alphabet ‘s Google, Meta Platforms and Microsoft . These are all firms that Nvidia has been reportedly talking to. Still, we’re not jumping to any conclusions yet until now we have more information. (Jim Cramer’s Charitable Trust is long GEHC, NVDA, META, MSFT, GOOGL, AVGO . See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you’ll 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 a couple of 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.
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