Ariel Investments, an investment management company, released its "Ariel Focus Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Ariel Focus Fund delivered mixed results in the fourth quarter of 2025, declining -0.50% and underperforming both the S&P 500 and Russell 1000 Value indices, which gained +2.66% and +3.81%, respectively, although the fund outperformed both benchmarks over the full year with a +20.97% return. The quarter took place in a resilient U.S. market en ...

Jim Cramer gave top insight on NVIDIA Corporation (NYSE:NVDA), sharing a game plan of what to buy, sell, and hold right now. A club member asked how the company’s multi-billion-dollar investments in other companies affect shareholders and whether owning the stock provides indirect exposure to those holdings. Cramer replied: Okay, this is a really important question. First of all, I know NVIDIA’s going down. Like, I’m not an idiot. I mean, you look, and the stock’s going down. They did have a great meeting, ...

Jim Cramer gave top insight on AeroVironment, Inc. (NYSE:AVAV), sharing a game plan of what to buy, sell, and hold right now. When a club member asked Cramer for his recommendation of a company with strong drone technology for long-term investment, he said: The answer is right now, we don’t have one. I like AeroVironment, but they have this contract that’s being contested, and it makes me want to stay away because if they don’t get the contract, this stock’s going to have another leg down. A stock mark ...

Jim Cramer gave top insight on Corning Incorporated (NYSE:GLW), sharing a game plan of what to buy, sell, and hold right now. A club member asked Cramer which area of the AI and data center trade, semiconductors, energy, or infrastructure, he feels most confident in, and asked about his top three stock picks. Cramer replied: I’m going to have to go with build out, and I like GE Vernova, and I like Eaton. And then after that, I’m kind of torn. But I think that Corning, because it’s a fiber company and fibe ...

Jim Cramer gave top insight on Carnival Corporation & plc (NYSE:CCL), sharing a game plan of what to buy, sell, and hold right now. Noting that they hold both CCL and RCL shares, a club member inquired whether Cramer has a buy, sell, or hold on the cruise line industry. In response, he said: Okay, I only recommend Viking because I think Viking is insulated. They have a higher margin ship, and they’re in certain places that are not as easily disrupted, just like you described. And that’s the only one I lik ...

Jim Cramer gave top insight on Uber Technologies, Inc. (NYSE:UBER), sharing a game plan of what to buy, sell, and hold right now. A club member asked for Cramer’s take on the stock, and he said:I think that Uber represents long-term great value because they are a monopolist when you think about it. Sure, I know we do have Lyft, but worldwide, they are the go-to, and they have, look, they’re in everybody’s app, you know, they’ve got the app. They are well known wherever you go… By the way, I feel the same w ...

Jim Cramer gave top insight on Freeport-McMoRan Inc. (NYSE:FCX), sharing a game plan of what to buy, sell, and hold right now. A club member requested an outlook on copper prices, specifically asking about FCX. Cramer replied: I have to tell you, I think that copper is peaking. They also have a gold business, too, but the reason I say… copper’s peaking is that one of the biggest uses of copper is in the data center, and fiber is replacing a lot of the copper. And by the way, copper was also in Chinese, tw ...

Jim Cramer gave top insight on Robinhood Markets, Inc. (NYSE:HOOD), sharing a game plan of what to buy, sell, and hold right now. A caller asked how they can tell whether to dump the stock or hold out. Cramer replied: Okay, well, that’s a great question. Remember, we don’t care where you bought it. We care where it’s going to. Robinhood has got a big buyback now, but it sells at 28 times earnings when the rest of the brokers sell at a much lower multiple. For instance, Morgan Stanley, which is actually a ...

Jim Cramer gave top insight on CoreWeave, Inc. (NYSE:CRWV), sharing a game plan of what to buy, sell, and hold right now. A caller asked whether they should hold on to their CRWV shares or sell them. In response, Cramer said: I want you to keep it. By the way, the anniversary for the CoreWeave deal is tomorrow. We were backers at 40, went all the way up. I don’t want you to sell it. Look, there’s ennui, anything data centers’ bad. We’re just in a bad market right now, and so it doesn’t… I could say that C ...

Jim Cramer gave top insight on Berkshire Hathaway Inc. (NYSE:BRK-B), sharing a game plan of what to buy, sell, and hold right now. A caller asked whether the stock is a buy, sell, or hold, and questioned whether philanthropic stock sales might negatively impact the share price. Cramer replied: Wow, you know what? You actually hit on something pretty interesting there. Here’s how I feel about it. I think you have to wait a year. We can’t make a judgment yet. We gotta see what, this is a long-term company, ...