Cisco's memory-price warning is having ripple effects across the tech sector

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 Thursday's key moments. 1. Wall Street is lower Thursday, with declines picking up steam after the conclusion of the Morning Meeting. The market rotation into cyclicals from technology stocks, especially software, continues to play out. Industrials, a classic cyclical sector, are among the strongest groups in the market and are doing a lot of the heavy lifting in the portfolio, as J ...