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 Thursday’s key moments. 1. Stocks were mostly higher Thursday, extending a three-day winning streak as markets brushed off tariff concerns. Investors are instead focusing on momentum in Big Tech. Nvidia pushed 1.3% higher as hyperscalers ramp up their AI investments, although the stock is still recovering from last week’s DeepSeek-driven drop. On Friday, the market will key in on the January jobs report, which could help determine whether the Federal Reserve lives up to its two-rate cut projection for 2025 or not 2. It’s been a huge day for Club stock earnings. Four of them reported: Eli Lilly , Bristol Myers Squibb , Honeywell , and Linde . Throughout the day, check your texts and email inboxes for our earnings analyses. But on the Morning Meeting on Thursday, Jim Cramer gave his quick views. Lilly: “I would not sell this stock.” Bristol Myers: “You have to stand there and buy it hand over fist.” Honeywell: “At this price, I’m a buyer.” On Linde, Jim suggested, it was a wait and see after a nice bump off the recent bottom. 3. When Amazon reports after the bell, we’re focused on a few key metrics: e-commerce sales, margin improvement from cost-cutting, and cloud growth in Amazon Web Services (AWS). Capital spending is another hot topic. Will Amazon keep its aggressive AI investment pace like other hyperscalers Meta , Alphabet and Microsoft ? If so, that could be a tailwind for chip stocks like Nvidia and Broadcom . Jim is also watching the newest iteration of Alexa, which has more advanced AI capabilities. Amazon stock climbed 1.7% Thursday ahead of its report. 4. Stocks covered in Thursday’s rapid fire at the end of the video were: Ford Motor , Arm Holdings , and Ralph Lauren . (Jim Cramer’s Charitable Trust is long NVDA, LLY, BMY, HON, LIN, AMZN. 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.
4 portfolio names reported earnings. Cramer tells us which are buys