Every weekday, CNBC Investing Club with Jim Cramer hosts a “Morning Meeting” live stream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. 1. The S&P 500 fell on Thursday as tensions rose between the United States and Iran. With geopolitical uncertainty increasing, Jim Cramer said Thursday’s sluggish stock markets could be a sign that some traders want to reduce their exposure to stocks over the weekend. Crude prices are also climbing on concerns about possible supply disruptions from OPEC member Iran. CrowdStrike is among the Club stocks holding up the broader market, up about 1%. But it’s still down about 10% year to date, and Jim said he believes security risks from growing AI adoption are a big factor in CrowdStrike’s business in thwarting attacks. “That’s what I would buy first,” Jim said. “This is the one to buy because its business is getting stronger with more (agentic AI).” 2. The club that owns Texas Roadhouse will release quarterly results after the bell. Although we expect strong same-store sales for the steakhouse chain, Jim is concerned about weak margins due to beef inflation. Management has already guided commodity inflation to 7% for 2026. However, if this figure increases, it could be bad news for the stock in the portfolio. The Club halved our position in Texas Roadhouse on Wednesday before the results were released. This was our third sale of 2026. 3. Boeing’s massive jet orders couldn’t push the stock higher. Shares fell nearly 1% on Thursday despite news that the company signed a deal to sell about 100 planes to Vietnam-based carriers. Orders total more than $30 billion. This decline, however, does not change our conviction regarding Boeing. Jim said he remains “steadfast” in the company’s turnaround plan, led by CEO Kelly Ortberg. 4. Stocks covered in Thursday’s rapid fire at the end of the video were: Walmart, DoorDash, Carvana, Molson Coors and Dell. (See here for a complete list of Jim Cramer’s Charitable Trust stocks.) As a subscriber to CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after a trade alert is sent before buying or selling a stock in his charity’s portfolio. If Jim talked about a stock on CNBC TV, he waits 72 hours after the trade alert is issued before executing the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, AS WELL AS OUR DISCLAIMER. NO OBLIGATION OR FIDUCIARY OBLIGATION EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULTS OR PROFITS ARE GUARANTEED.
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