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 Wednesday’s key moments. 1. The broader market rebounded Wednesday, with the S & P 500 and Nasdaq attempting to snap their four-day losing streaks. The Dow was on pace for its third straight winning session. Defensive sectors like consumer staples and health care were laggards as consumers expressed less optimism in regards to the U.S. economy. On the patron discretionary side, Club stock TJX Firms jumped greater than 3% after the off-price retailer delivered a powerful quarter and what was viewed as conservative guidance. Jim Cramer called TJX the “ultimate value stock.” Club members should watch their texts and emails on Wednesday afternoon for our TJX earnings evaluation 2. The essential event on Wednesday is Nvidia , which reports earnings after the stock market closes. Shares of the AI chip leader jumped greater than 4.5% ahead of the discharge, which might break a fairly rough three-session losing streak. The Club name’s quarterly results and guidance could determine the trajectory of the market Thursday and beyond. Jim wants to listen to that DeepSeek’s AI model claims won’t hurt business. Salesforce , one other Club holding, delivers earnings Wednesday evening as well. Jim will likely be on the lookout for updates on how Agentforce is selling. Salesforce shares rose 1.5% ahead of the numbers. As of Tuesday’s close, the stock dropped five sessions in a row. 3. Eli Lilly caught a positive catalyst call from JPMorgan ahead of its Phase 3 readouts for its oral GLP-1 type 2 diabetes drug within the second quarter and obesity within the third quarter. The analysts see a good risk-reward into these events with shares up 10% of their base case against a low probability downside. Eli Lilly Wednesday announced plans to take a position at the very least $27 billion to construct 4 latest manufacturing plants within the U.S. That brings the corporate’s total expansion commitment to greater than $50 billion since 2020. “The opposite corporations just do not have the firepower to do this,” Jim explained. Shares of Eli Lilly got a 1% bump on the news, bucking modest weakness within the health-care sector. 4. Stocks covered in Wednesday’s rapid fire at the tip of the video were: Lowe’s , Cava , Sempra , and General Motors . (Jim Cramer’s Charitable Trust is long TJX, NVDA, CRM, LLY. 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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