Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. Stocks rose Tuesday, with the Dow hitting another record high and aiming for its first-ever close above 49,000. Club name Amazon led the 30-stock average higher, with a nearly 3% gain. “We are starting with the firm market, a market that has very little to do with the news flow,” Jim Cramer said on the Morning Meeting. He noted that stocks tied to the ouster of Venezuela’s president, including energy names, lost steam Tuesday. After soaring 5% in the prior session, Chevron shares dropped more than 3%. They were Tuesday’s worst-performing Dow stock. 2. Nvidia shares were up modestly after CEO Jensen Huang said Monday night that the company’s next-generation semiconductors were in “full production.” During his CES address in Las Vegas, Huang said the Rubin platform, comprised of six chips, may also drastically lower data center cooling requirements. The commentary sparked a sell-off in HVAC-focused stocks like Johnson Controls , Trane Technologies , and Carrier Global . “That’s why we are in Eaton ,” Jim said, as the company is more centered around electricity than cooling. 3. Boeing was named a top stock pick in 2026 by Bernstein, which also raised its price target to $277 per share from $267. According to the analysts, Boeing is getting past issues with its 737 and 787 aircraft. The company’s defense business is improving, and free cash flow is expected to sharply rise in the coming years, analysts noted. Jim has “total faith” in CEO Kelly Ortberg, saying the stock is “still very inexpensive,” based on the market’s underappreciation of Boeing’s free cash flow trajectory. 4. Stocks covered in Tuesday’s rapid fire at the end of the video were: Brinker International , Shake Shack , D.R. Horton , Vistra Corp , Halliburton , and SLB . (Jim Cramer’s Charitable Trust is long AMZN, NVDA, BA, ETN. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
