Jim Cramer’s CNBC Investment Club hosts a “Morning Meeting” livestream every weekday at 10:20 a.m. ET. A recap of Thursday’s key moments. 1. The Nasdaq fell on Thursday as investors moved away from tech stocks. Meanwhile, the Dow Jones Industrial Average rose and the S&P 500 index was little changed. Jim Cramer advised investors not to take sudden action right now, explaining that markets often exhibit “strange patterns” that don’t last long during the first full trading week of the year. “Now is not the time to make big bets,” he added. 2. Cantor Fitzgerald upgraded Club Holding Alphabet from Hold to Buy and raised its price target from $310 to $370 per share. Analysts said parent company Google has “the most powerful footprint across multiple layers of the AI technology stack,” citing the success of Gemini, the company’s large-scale language model and related AI assistant. This is another reason why I’m thrilled to have added Alphabet back into my portfolio last month. 3. Texas Roadhouse stock is off to a strong start to 2026 after a disappointing 2025, up nearly 8% year-to-date. But this rally may be short-lived as the same problem that plagued stocks last year remains a concern: rising beef prices. “I’m not trying to sell it,” Jim said. “I want people to realize…coming into this quarter, they’re going to have some earnings risk.” 4. The stocks mentioned in rapid succession Thursday at the end of the video were Constellation Brands, Ford, Gap, AbbVie and Darden. (The Jim Cramer Charitable Trust is long TXRH, GOOGL. 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 his 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, along with 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.
