Every day of the week, the CNBC investment club with Jim Cramer holds a “morning meeting” live at 10:20 am. Here is a summary of Thursday’s key moments. 1. Wall Street is mixed Thursday after a lively withdrawal of actions on Wednesday. On Wednesday, the drop in the market was accelerated by the comments of the president of the Federal Reserve Jerome Powell, who tempered the expectations of a short -term drop in interest rates. Powell is looking for clarity on pricing impacts before making adjustments, a decision that prompted President Donald Trump to attack Powell on social networks. While investors generally love lower interest rates, Jim Cramer said it was a mistake to push them for them. “The market should want price stability,” he said. On the latest fees, Trump said on Truth Social that he had had productive communication with Mexico, Japan and Italy. 2. Club Stock Eli Lilly jumped more than 14% on Thursday after the drug manufacturer won a large victory for his oral orforglipron GLP-1 in a late stadium test. The data contained in Lilly’s press release suggest that the drug provides injection type efficiency and security, but thanks to a daily pill, analysts said. CEO David Ricks is expecting the drug obtaining the approval of the Food and Drug Administration for obesity in early 2026. “This is excellent news,” said Jeff Marks, director of the portfolio for the club, but we will also have to wait for the impact of tariff clarity on pharmaceutical products. 3. Taiwan semiconductor manufacturing co. said positive results in the first quarter and published income forecasts in the second quarter that beat Wall Street estimates. The company, which makes chips for NVIDIA, Broadcom and Apple club names, said they had noticed any change in consumer behavior and left its annual intact income forecasts. TSMC also expects the revenues of AI accelerators to be more than double in 2025, and it left its prospects for unchanged capital expenses. Jeff said that the company’s figures and comments are a “good reading” for Nvidia. While TSMC actions were slightly positive on Thursday, Nvidia’s actions fell for a second consecutive day. During our monthly meeting on Wednesday, Jim explained that he had decided to withdraw his mantra “IT, do not negotiate it” on the actions of Nvidia and Apple. 4. The actions covered in the rapid fire from Thursday to the end of the video were: Unitedhealth Group, American Express, Dr. Horton and CSX. (Jim Cramer’s Charitable Trust is long lly, NVDA. See here for a full list of actions.) As abonted at CNBC Investing Club with Jim Cramer, you will receive a commercial alert before Jim is doing a business. Jim is waiting for 45 minutes after sending a commercial alert before buying or selling a stock in the portfolio of his charitable trust. If Jim spoke of a stock on CNBC TV, he waits 72 hours after issuing the commercial alert before running the trade. The above information of investment clubs is subject to our terms and conditions and our privacy policies, as well as our warning. No obligation or fiduciary duty exists, or is created, due to your reception of the information provided in relation to the investment club. No specific result or profit is guaranteed.
The solid profits of TSMC are not enough to give the Nvidia shares an essential shock
