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 Tuesday's key moments. 1. The stock market rose Tuesday on optimism that the Iran War could soon end. The Wall Street Journal reported President Donald Trump is willing to end the conflict without reopening the Strait of Hormuz. "That presents a lot of different opportunit...
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 Tuesday's key moments. 1. The stock market rose Tuesday on optimism that the Iran War could soon end. The Wall Street Journal reported President Donald Trump is willing to end the conflict without reopening the Strait of Hormuz. "That presents a lot of different opportunities," Jim Cramer said. "It makes it so the market has quite a different coloration." No matter what, the hope is that the outcome would result in lower oil prices, which Jim said will alleviate inflation concerns and make it easier for the Federal Reserve to cut interest rates later this year. If this happens, Jim said you'll want to buy rate-sensitive stocks like portfolio holding Home Depot or a homebuilder like Toll Brothers , which we don't own. "You'll want to buy anything home oriented, anything retail oriented," he said. Separately, AI computing leader Nvidia announced a new strategic partnership with custom chipmaker Marvell Technology . That news Tuesday morning is helping the broader sentiment around the artificial intelligence trade. 2. Palo Alto Networks shares are higher for the second day in a row. Jim said CEO Nikesh Arora has embarked on a "charm offensive" at a critical juncture for the company, as investors fear that AI will displace traditional cybersecurity providers and the software industry more broadly. Both Palo Alto and fellow Club name CrowdStrike got hammered last week on those fears. After buying $10 million worth of Palo Alto stock on Friday, Arora this week published a blog post titled "Weaponized Intelligence," in which he warned about the speed of artificial intelligence assisted attacks. No company is immune from that threat, Arora argued. He said the strategy is to "fight AI with AI." While our view has been that we want to coalesce around CrowdStrike, Jim said he believes Arora's argument and indicated he looks forward to speaking with him...
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
These five stocks each play a distinct role in powering the next wave of Artificial Intelligence, from pure-play AI cloud providers to mega-cap compounders.
These five stocks each play a distinct role in powering the next wave of Artificial Intelligence, from pure-play AI cloud providers to mega-cap compounders.
JasonDoiy/iStock Unreleased via Getty Images Loop Capital initiated coverage of seven fintech payment stocks with below ratings and price targets: Block ( XYZ ) — Buy, $75 price target (+2.52% to $58.47 around Tuesday noon) Visa ( V ) class A — Buy, $387 price target (-0.45% to $298.19 around Tuesday noon) Mastercard ( MA ) class A — Buy, $631 price target (+0.05% to $494.27 around Tuesday noon) J...
JasonDoiy/iStock Unreleased via Getty Images Loop Capital initiated coverage of seven fintech payment stocks with below ratings and price targets: Block ( XYZ ) — Buy, $75 price target (+2.52% to $58.47 around Tuesday noon) Visa ( V ) class A — Buy, $387 price target (-0.45% to $298.19 around Tuesday noon) Mastercard ( MA ) class A — Buy, $631 price target (+0.05% to $494.27 around Tuesday noon) Jack Henry & Associates ( JKHY ) — Buy, $197 price target (-0.20% to $156.12 around Tuesday noon) PayPal ( PYPL ) — Hold, $46 price target (+0.29% to $44.80 around Tuesday noon) Fiserv ( FISV ) — Hold, $62 price target (+0.11% to $54.59 around Tuesday noon) Toast ( TOST ) class A — Hold, $26 price target (-0.23% to $26.00 around Tuesday noon) "The average one-year stock performance ending 3/27/26 among this group is -26.8% and YTD this group is down an average of 19.1% vs. S&P500's being up 11.5% over the last year and down 7.0% YTD," said analyst Dominick Gabriele. "The significant reset in both expectations and valuation has us lean with a positive bias regarding the group as a whole," said Gabriele in the research note. "This doesn't mean the space is in the clear from high volatility, and we believe investors must be selective. A new beginning could materialize in the 2H26/2027, if investors believe once again that the stability in revenue growth, and thus EPS growth, for the space is dependable," added the note. More on related tickers PayPal Undervalued, But Checkout Weakness Limits Upside Amid Earnings Decline (Rating Downgrade) Visa Is In A Changing Environment With Opportunities And Risks Block: How A 40% AI Workforce Cut Unlocks Massive Margin Upside Mastercard looks to divest payments unit acquired in 2019 - report Raymond James downgrades Fiserv, Global Payments, Shift4 Payments
Alistair Berg Analyst Juxtaposed Ideas believes Apple’s ( AAPL ) resilient ecosystem and recent price moderation warrant an upgrade, while Danil Sereda has issued his first “Buy” rating on Coinbase ( COIN ) due to its expanding revenue base. Conversely, geopolitical volatility in the Middle East has prompted a move toward caution, resulting in downgrades for energy sector players Nabors Industries...
Alistair Berg Analyst Juxtaposed Ideas believes Apple’s ( AAPL ) resilient ecosystem and recent price moderation warrant an upgrade, while Danil Sereda has issued his first “Buy” rating on Coinbase ( COIN ) due to its expanding revenue base. Conversely, geopolitical volatility in the Middle East has prompted a move toward caution, resulting in downgrades for energy sector players Nabors Industries ( NBR ) and ConocoPhillips ( COP ). Upgrades Apple ( AAPL ): Upgrade Hold to Buy by Juxtaposed Ideas . The analyst notes that a recent selloff has improved the stock’s valuation, while the sticky iOS ecosystem and premium handset upgrading cycle provide a resilient outlook. “My optimism is attributed to their ability to command the premium iPhone pricing at a time of "super upgrade cycle," the increasingly sticky iOS ecosystem/the consistently growing Services segment, and the healthier balance sheet on a YoY basis.” Coinbase Global ( COIN ): Upgrade Bearish to Buy by Danil Sereda . The upgrade is driven by the company’s “Everything Exchange” strategy and the launch of crypto-backed mortgages, which significantly expand Coinbase’s total addressable market. “ The forward-looking valuation setup looks much better now compared to what we could witness a year ago...I like Coinbase's structural pivot to a wider revenue base, which is making it less dependent on cyclical crypto prices and effectively enlarging the addressable market. ” Downgrades Nabors Industries ( NBR ): Downgrade Bullish to Neutral by The Energy Realist . While the stock has doubled recently, the analyst cites increased geopolitical risks in Saudi Arabia and Kuwait as a primary reason to move to the sidelines. “The longer the war goes on, the greater the risk of impacted energy infrastructure and suspended drilling operations. As Nabors has bet big on the SANAD joint venture with Saudi Aramco and also has a presence in neighboring Gulf countries, this means a potentially significant EPS hit. Payments from cus...
winyoo08/iStock via Getty Images The iShares iBonds 2026 Tеrm High Yield and Incоme ETF ( IBHF ) is a spеcific type of bond ETF. Unlikе traditional bond ETFs that roll оver their hоldings indefinitely, IBHF has a fixеd mаturity dаte. All hоldings mаture within thе samе calеndar yеar, aftеr which thе fund is liquidаted and rеturns cаpital to investors — similar to hоlding аn individual bоnd directl...
winyoo08/iStock via Getty Images The iShares iBonds 2026 Tеrm High Yield and Incоme ETF ( IBHF ) is a spеcific type of bond ETF. Unlikе traditional bond ETFs that roll оver their hоldings indefinitely, IBHF has a fixеd mаturity dаte. All hоldings mаture within thе samе calеndar yеar, aftеr which thе fund is liquidаted and rеturns cаpital to investors — similar to hоlding аn individual bоnd directly. This structurе makes thеm attrаctive to invеstors whо wаnt the divеrsification of а fund but the prеdictability of а fixеd mаturity. iShаres iBоnds 2026 Term High Yield and Income ETF was issued on 11/10/2020. At the time of writing, the fund has close to $1.04 billion in assets under management. Its management fee is close to 0.35% (expense ratio 0.35%). The 5-year total return on NAV is close to 4.57%, and the 3-year total return is around 8.67%. As of 03/27/2026, there are 44,660,000 shares outstanding. IBHF portfolio characteristics (iShares site) Holdings IBHF has 241 holdings at the time of writing. The weighted average coupon of all is around 4.27%, and the effective duration is close to 0.38 years. The largest part of the fund is 16.07% in the "Consumer Cyclical" sector, 12.89% in the "Finance Companies," and 10.77% in "Communications." Sector allocation (iShares site) Almost all of the holdings (approximately 96.84%) have a maturity between 0 and 1 year, as you can see in the picture below. The weighted average maturity of IBHF is close to 0.39 years. 2.64% of the fund is in cash and derivatives. Maturity type (iShares) In the next screenshot, the credit quality of the fund is shown. The biggest percentages are in BBB-rated (34.02%) and BB-rated (45.79%). 7.56% of the holdings are B-rated, and 8.58% are CCC-rated. IBHF's holdings credit quality (iShares site) And here are the top 10 holdings of the fund: IBHF's top 10 holdings (iShares) IBHF's portfolio has an average weighted YTM of ~7.54%, which looks attractive for a short-term instrument with a maturity of 2...
Astrophysicist who studied the outer atmospheres of cool stars including the corona of the sun, visible during eclipses Dame Carole Jordan, who has died aged 84, was internationally renowned for her studies of the outer atmosphere of the sun and other cool stars. In 1994 she was appointed the first female president of the Royal Astronomical Society and she was a formidable advocate for women in sc...
Astrophysicist who studied the outer atmospheres of cool stars including the corona of the sun, visible during eclipses Dame Carole Jordan, who has died aged 84, was internationally renowned for her studies of the outer atmosphere of the sun and other cool stars. In 1994 she was appointed the first female president of the Royal Astronomical Society and she was a formidable advocate for women in science. When we glance at the sun we see a yellow zone at a temperature of 5,500C – the photosphere. When the light is spread out into all its wavelengths, myriad bright and dark lines appear, corresponding to electrons being emitted and absorbed by different atoms. The strongest lines in the visible spectrum come from a thin layer just above the visible surface, the chromosphere. Above this lies the corona, which extends for millions of kilometres and only becomes visible during eclipses. In this zone the temperature increases to 1 million degrees, and so the light and spectral lines mainly become visible at extreme ultraviolet (EUV) or soft X-ray wavelengths. Continue reading...
President Donald Trump’s Most Favored Nation (MFN) pricing policy for prescription medicines could be behind a growing trend among drugmakers to delay launches and withdraw their products in Europe, according to a new report. In May 2025, Trump signed an executive order directing the Department of Health and Human Services to implement the MFN policy in a bid to lower the U.S. prices of brand-name...
President Donald Trump’s Most Favored Nation (MFN) pricing policy for prescription medicines could be behind a growing trend among drugmakers to delay launches and withdraw their products in Europe, according to a new report. In May 2025, Trump signed an executive order directing the Department of Health and Human Services to implement the MFN policy in a bid to lower the U.S. prices of brand-name drugs to the levels in other developed countries. In a recent research report, market research firm GlobalData stated that the number of pharmaceutical launches in Europe has dropped 35% in the first 10 months since the introduction of International Reference Pricing (IRP), which was central to the MFN policy. The IRP models GENEROUS (GENErating cost Reductions fOr US Medicaid), GLOBE (Global Benchmark for Efficient Drug Pricing), and GUARD (Guarding US Medicare Against Rising Drug Costs) underpin the MFN policy. Many European countries are included in all three IRP models, which, according to GlobalData, could influence a company’s decisions on product launches, pricing strategy, and market prioritization, and even product withdrawals. “It is important to acknowledge that while other factors could have contributed to this drop, the trend could be seen as an early signal of the impact that the introduction of IRP in the US may have on European markets,” the research firm wrote. Average number of innovative medicines launches in Europe before and after MFN order (GlobalData) Additionally, the report suggests that during the ten months following Trump's executive order, the number of brands for which at least one pack has been withdrawn in the European market has risen 43% compared to the prior 10 months. While other reasons, such as production constraints, could contribute to withdrawals, the trend implies that the drugmakers could be facing a dilemma: whether to maintain access in lower-priced EU markets or ensure U.S. pricing integrity. Average number of brand withdrawals...
Nvidia's ( NVDA ) strategic investments in publicly traded companies over the past six months have totaled at least $18B as the tech titan continues to secure long-term partnerships while sustaining downstream supply and demand. The most recent, being announced today, was a $2B investment into Marvell Technology ( MRVL ). The two companies unveiled a strategic partnership to connect Marvell to the...
Nvidia's ( NVDA ) strategic investments in publicly traded companies over the past six months have totaled at least $18B as the tech titan continues to secure long-term partnerships while sustaining downstream supply and demand. The most recent, being announced today, was a $2B investment into Marvell Technology ( MRVL ). The two companies unveiled a strategic partnership to connect Marvell to the Nvidia AI factory and AI-RAN ecosystem through Nvidia's NVLink Fusion. Earlier this month, Nvidia revealed a $2B investment in the Dutch AI infrastructure provider Nebius ( NBIS ). T he partnership will help Nebius deploy more than 5 gigawatts of Nvidia systems by the end of 2030. Before that, Nvidia invested $2B each into the optical networking firms Lumentum ( LITE ) and Coherent ( COHR ). These will help the Jensen Huang-led company secure future access and capacity rights for advanced laser and optical networking products. In January, Nvidia invested $2B into CoreWeave ( CRWV ) to help the AI hyperscaler accelerate the buildout of over 5 gigawatts of AI factories by 2030. Nvidia ended 2025 with a massive $5B share purchase from Intel ( INTC ). "This historic collaboration tightly couples NVIDIA's AI and accelerated computing stack with Intel's CPUs and the vast x86 ecosystem—a fusion of two world-class platforms," Huang said. "Together, we will expand our ecosystems and lay the foundation for the next era of computing." Nvidia also invested $2B into Synopsys ( SNPS ) stock near the end of 2025 to integrate the strengths of Nvidia's AI and accelerated computing with Synopsys' engineering solutions. This is expected to enable research and development teams to design, simulate, and verify intelligent products with greater precision, speed, and at lower cost. In October, Nvidia announced a $1B investment in Nokia ( NOK ) to integrate each other's technologies, which will help them become frontrunners in AI-powered networking. Nvidia has also recently partnered with a wide ...