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. Stocks ticked higher Tuesday, even as investors try to determine the impact of Chinese AI startup DeepSeek’s lower-cost AI model on the broader market. The tech-heavy Nasdaq advanced nearly 1% while the S & P 500 and the Dow each rose 0.5%. Leading AI player Nvidia saw a modest rebound of 1.6% after plummeting 13% Monday over concerns that its hyperscaler customers may be overspending on the company’s chips. It’s still unclear whether the stock fell too far. Jim Cramer prefers to wait for the smoke to clear before making a move on it. 2. Despite Monday’s market panic, stocks are still in overbought territory. We’re using this environment to make some trims. We cut back our position in GE Healthcare Monday, using the market rotation into the sector to our advantage. Jim isn’t “fond of the position” and expects management to issue a cautious guide for 2025. We also trimmed Danaher and downgraded our rating to a hold-equivalent 2. We added to our position five times since October and we’re now carrying too much stock as shares have climbed nearly 9% over the past month. Danaher reports earnings Wednesday morning. 3. The Club stocks reporting earnings Tuesday after the bell are Starbucks and Nextracker . Jim is looking to assess CEO Brian Niccol’s plan to turnaround the international coffee giant. We expect the results to be bad, so our focus will be on how Niccol plans to get U.S. sales back on track. The key watch item for solar stock Nextracker are its backlog and timeline for converting it to revenues. Jim likes the company but expressed caution over President Trump’s policies which “could turn on any alternative energy, at any given moment and that’s going to put us in a difficult position,” he explained. Shares of both Starbucks and Nextracker have had a nice year-to-date runs: Starbucks is 9.6% while Nextracker is up 10.6%. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: RTX Corp , General Motors , Lockheed Martin , and Boeing . (Jim Cramer’s Charitable Trust is long NVDA, GEHC, DHR, SBUX, NXT. 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.
