Jim Cramer’s CNBC Investment Club hosts a “Morning Meeting” livestream every weekday at 10:20 a.m. ET. A recap of Tuesday’s big moments. 1. Stocks fell on Tuesday, weighed down by a recent rise in U.S. Treasury yields amid concerns about continued inflation and high oil prices. The yield on the 30-year U.S. Treasury rose to more than 5.33%, the highest level in nearly 20 years, while West Texas Intermediate crude oil rose above $85 a barrel as negotiations between the U.S. and Iran remained stalled. Bond yields have fallen from these highs and were slightly in the red in late morning trading. However, this move did little to help the S&P 500, and especially the Nasdaq, mitigate significant losses during trading. As a result, the club holds approximately 13% cash and remains cautious in its use of funds. “13% means we think the market is going to fall,” Jim Cramer said. “We’re not going to spend money just because it’s going to be oversold. We’re looking for real price destruction.” Home Depot, the club’s name, was a bright spot on Tuesday morning, reporting better-than-expected profits and revenue. Jim called the quarter “excellent” and said the results were particularly encouraging given the difficult housing market. “If they can achieve this number in this environment, what would they do if we had a better environment?” he said. 2. TJX Companies, which owns the club, reported earnings Wednesday morning, and Jim remains bullish on the off-price retailer, which ranks behind TJ Maxx, Marshalls and HomeGoods. He said management has historically issued conservative guidance and subsequently delivered results near or above the high end of the outlook. Jim is particularly optimistic about HomeGoods, which he expects to continue to be a key growth driver. He also believes TJX’s value-oriented model could help the company continue to gain market share as consumers continue to make spending choices. TJX experienced many ups and downs in 2026. Stock prices closed at a record high in June, but have since fallen back. Year-to-date, the stock price has remained relatively flat. 3. Meta stock fell 2.5% on Tuesday as opening arguments began in a California lawsuit that claims the company’s Facebook and Instagram platforms foster addiction among teens and children. Earlier this month, Meta lost a lawsuit in New Mexico, forcing the social media giant to change some of its services and pay about $1 billion. Jim warned that the lawsuit could still impact on the club’s shares. “They’re going to lose every trial,” Jim said. He believes the case could eventually reach the Supreme Court, where broad legal protections for social media companies could be tested. Jim warned that the lawsuit was unlikely to resolve Mehta’s problems. “This is a very hot topic and it’s not going to be the final word.” 4. Stocks mentioned in rapid succession Tuesday at the end of the video were Klarna, Norwegian Cruise Line, Target, and the club names Costco and Micron. (Jim Cramer’s charitable trusts are Long HD, META, TJX, COST, MU. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in the charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, as well as our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
