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. The S & P 500 edged slightly higher Tuesday as investors awaited quarterly earnings releases after the close from influential tech companies. The broad stock gauge on Monday posted its best session in over a month. The Nasdaq Composite added 0.5% Tuesday, while the Dow Jones Industrial Average also was in the green. Club holding Danaher was the portfolio’s biggest gainer Tuesday, jumping nearly 7% after a better-than-expected second-quarter earnings report. We’ll have a full analysis out later Tuesday on the life science giant’s results. Alphabet will kick off megacap tech earnings after the close Tuesday. After a strong beat on the top line and bottom line last quarter, we’re hoping to see continued momentum in revenues for Google Search, particularly given questions on whether generative AI services pose a threat to traditional search engines. Jim Cramer said YouTube will be a focus, as well. “If they finally get their act together and talk about the NFL … then I think you’ll really have a dynamite stock.” he said, referencing the streaming platform’s deal with the sports league. Shares of the company are up 0.2% Tuesday. Walt Disney stock declined 3% on renewed concerns around the company’s theme-park business. This follows CNBC-parent Comcast’s quarterly earnings on Tuesday, which missed revenue estimates due to weakness in theme parks and film studios. However, Comcast’s results are not thesis-changing for the Club because Disney in May warned about a normalization in attendance. And that’s been one factor weighing on the stock in recent months. We will wait to hear from management during quarterly results next month. (Jim Cramer’s Charitable Trust is long DIS, GOOGL, DHR. 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.
Disney slides on theme-park concerns. That should not be a surprise
