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Every day of the week, the CNBC Investing Club with Jim Cramer launches the homestretch, an update of the processable afternoon, just in time during the last hour of trade on Wall Street. Market update: the shares moved from their session maximums and fought to maintain their profits. The S&P 500 is on its way to a small weekly fall, recovering most of its Deepseek Sell-Off losses on Monday. The market was costing for most Friday about the apparent optimism that President Donald Trump would delay the imposition of tariffs. Nothing was official and there was still a lot of debate if Trump took a hard line or a soft line in the trade. But the market gained some clarity about Trump’s position around 1:15 pm et and the shares fell when the White House Secretary, Karoline Leavitt, said the president plans to impose 25% tariffs on Mexico and Canada and 10% in China as of this Saturday, February. 1. The news activated setbacks in the two most sensitive actions in the portfolio: Stanley Black & Decker and Constellation Brands. This week’s winners: the high performance sector was communication services. Three other higher groups were medical attention, finance and basic foods, thanks to the market that revolves through growth and value stocks. A great winning winner this week were target platforms. The action was strong all week thanks to the market expectation that it will be a great beneficiary of the open and low -cost IA models. The company also reported a strong quarter quarter. Some other great earnings were the IBM and Cruise Royal Caribbean and Norwegian cruise lines. Starbucks also had a great week at some encouraging data points about their change. And then there is the Nextracker solar tracking company. It is not in the S&P 500, but if it were, it would have been the biggest winner. The losers: some of the greatest losses were in AI infrastructure actions. Deepseek News reached chips stocks such as Nvidia, Broadcom and Micron; Networking and Servers of Arista Networks and Dell; Electrical equipment and energy generation names such as Eaton and Ge Vernova; and public services constellation energy and view. Focusing on Nvidia for a moment. Although we express their concern on Thursday about the potential of customers who stop orders as they digest the low cost of Deepseek, a report published by Semiianalysis on Friday suggested that Depseek may not be as efficient in capital spending as the company affirmed. According to the analysis of the report, the Copex of the total Depseek server was approximately $ 1.6 billion, much greater than they claimed. If the report is true, and it can be very well, this story would serve as a great rejection for this week’s narrative that less computation is needed to support AI, which makes this week’s mass sale potentially exaggerated. Outside AI, one of the great earnings engines in the inconvenience was UPS after announcing his plan to reduce the volume of his Amazon of larger customers. Danaher was a loser within medical care and was a surprise given the most optimistic perspective of Thermo Fisher. He was probably conservative at the end of Danaher, but Cramer has said that he is frustrated by the complacency of management. Walgreens’s actions sank on Friday after announcing a suspension of their quarterly dividend. And in the retail trade, the actions of Deckers Outdoor fell after providing a softer guide than expected. Finally, energy also had a difficult week. Next week: We approach the busiest week of the profit season, with approximately a quarter of the S&P 500 and eight companies in the portfolio scheduled to inform. On the data side, we will see the manufacture and services of ISM and the usual job data chain, which culminate with the monthly non -agricultural payroll report on Friday. (See here to obtain a complete list of actions in the charitable trust of Jim Cramer). As a subscriber of the CNBC Investing Club with Jim Cramer, he will receive a trade alert before Jim makes an exchange. Jim waits 45 minutes after sending a commercial alert before buying or selling an action in the portfolio of his charitable trust. If Jim has talked about an action on CNBC TV, wait 72 hours after issuing the trade alert before executing the operation. The information of the previous investment club is subject to our terms and conditions and privacy policy, together with our discharge of responsibility. There is no fiduciary obligation or duty, or is created, by virtue of receiving any information provided in relation to the investment club. No specific results or profits are guaranteed.
Mark Zuckerberg, Meta Platforms CEO Inc., weighs increased orion reality glasses during the Meta Connect event in Menlo Park, California, on September 25, 2024.
Bloomberg | Bloomberg | Getty images
Every day of the week, the CNBC Investing Club with Jim Cramer launches the homestretch, an update of the processable afternoon, just in time during the last hour of trade on Wall Street.
