undefined | We're trimming our stake in an AI winner to take advantage of great prices

We are trimming our position in Eaton, selling 25 shares at roughly $384.30 each. The sale reduces Jim Cramer’s Charitable Trust holding to 225 shares (about 2.40% of the portfolio, down from 2.67%). The decision comes as the market rallied on Wednesday, offering an attractive exit point for a stock that has already delivered a 65% gain since it was bought in December 2023.

The move is also driven by broader geopolitical concerns. While the U.S.–Iran cease‑fire is expected to hold for only two weeks, there remains a risk that tensions could flare again—especially after reports that Iran halted passage through the Strait of Hormuz in response to Israel’s strikes on Lebanon. By locking in profits now, the trust safeguards against a potential market sell‑off if the situation escalates.

For CNBC Investing Club subscribers, this trade will appear as a trade alert before Jim Cramer actually executes it. He typically waits 45 minutes after issuing an alert and, if the stock has been discussed on CNBC TV, an additional 72 hours before the trade is carried out. The club’s disclosures note that no fiduciary duty is created by the information provided.

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#jimcramer #eaton #investingclub #u.s. #iran

undefined | Jim Cramer's top 10 things to watch in the stock market Tuesday

Jim Cramer opened his “Top 10 things to watch” for Tuesday, April 7 by flagging the lingering geopolitical risk around President Trump’s 8 p.m. ET deadline for Iran to reopen the Strait of Hormuz. The market is nervous, with the S&P 500 poised for a lower open after four consecutive days of gains, as investors weigh the possibility of escalations that could affect oil supply and broader sentiment.

The rest of the list focused on corporate developments. Broadcom announced two wins—an agreement to manufacture future Google AI chips through 2031 and an expanded compute deal with Anthropic—potentially restoring its stature as a chip leader. Wells Fargo raised its Intel price target to $55, citing upside from server‑CPU demand, while Morgan Stanley downgraded Arm to “hold” but nudged its target up to $150, acknowledging the rally around Arm’s CPU push for generative AI. U.S. lawmakers are again targeting Dutch semiconductor equipment maker ASML to block Chinese access to deep‑ultraviolet lithography tools, even as its more advanced EUV machines are already restricted. Reddit earned a “hold” rating and $149 target from Wells Fargo, suggesting modest upside despite a 50 % drop from its January peak. Banks faced pressure as JPMorgan trimmed targets ahead of earnings, and UBS upgraded Morgan Stanley to “buy,” while Seaport sharply downgraded several home‑builder stocks amid a sluggish spring selling season and rising mortgage rates.

Health‑insurance shares surged after the Trump administration lifted Medicare Advantage reimbursement rates for 2027, making CVS and UnitedHealth attractive bets. Conversely, Visa’s price target was cut to $375 from $425 by Baird, reflecting concerns that payment‑processor stocks have been hit by AI‑related disruption fears. Cramer closed by inviting readers to join his free “Top 10 Morning Thoughts” newsletter and reminded subscribers of the Investing Club’s trade‑alert rules—waiting 45 minutes after an alert and 72 hours after a TV mention before executing a trade.

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#jimcramer #presidenttrump #iran #s&p500 #broadcom

US Top News and Analysis | We're booking some big profits in one stock and buying more shares in another

We're making two trades. We are selling 20 shares of Goldman Sachs at roughly $866 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 185 shares of GS, decreasing its weight in the portfolio to 4.65% from 5.11%. In addition, we are buying 50 shares of Alphabet at roughly $298. Following the trade, the Trust will own 350 shares of GOOGL, increasing its weight in the portfolio to 3% from 2.57%. We added to Goldman Sachs twice on its mid-March pullback here and here, and are already up roughly 9% on average from those purchases. The combination of those additional shares and the stock's rally off its March lows pushed this position to a more than 5% weight in the portfolio. Historically, we manage the Charitable Trust in a way that prevents any single position from becoming too large, with an over 5% threshold being the general guideline for when we take action and right-size the position.

This isn't a change-in-thesis downgrade, but with bank earnings coming around the corner, we're making the trade to start the week and moving our rating back to a hold-equivalent 2. From this sale, we will realize a gain of about 55% on the stock purchased in December 2024. We're taking most of the sale proceeds from Goldman to further build up and lower our average cost basis in Alphabet. The stock has been volatile over the past two months — and a few weeks ago, it was hit hard after Alphabet and Meta Platforms were found negligent in a social media addiction trial. Both have since recovered. While there's a lot of noise surrounding the so-called Magnificent Seven stocks, our positive long-term thesis regarding Alphabet's AI leadership remains unchanged.

More recently, a note by analysts at Wells Fargo on March 26 highlighted how they think that Broadcom licensing TPUs to Anthropic could add an additional $2.5 billion and $7.5 billion of incremental high-margin revenue to Google Cloud in 2026 and 2027. Those figures are a drop in the bucket compared to the $470 billion and $541 billion analysts expect Alphabet to generate in those years, according to FactSet. However, this new revenue stream is representative of the compute advantages Alphabet has over its peers, and compute is the most precious commodity in the AI race. (Jim Cramer's Charitable Trust is long GS, GOOGL, AVGO. 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.

Read more: https://www.cnbc.com/2026/04/06/were-booking-some-big-profits-in-one-position-and-buying-more-shares-in-another.html

#goldmansachs #jimcramer #alphabet #magnificentseven

"We have some positive stories."
#jimcramer on #CNBC this morning regarding corporate stocks.

I wouldn't call unregulated #securitiesfraud a positive story because the story is not over until #DOJ is focused on the crime.

Corporate has no idea what's coming.
#NoKings