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. The Nasdaq tumbled Thursday as investors moved away from tech stocks. Meanwhile, the Dow advanced, and the S & P 500 was little changed. Investors shouldn't make any sudden moves right now, advised Jim Cramer, explaining that the market often displays "strange patterns" in the first full trading week of the year that don't last. He added, "This is not a m ...

Founded in 2004, California-based Meta Platforms, Inc. (META) engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide. Meta has a market capitalization of $1.6 trillion and is expected to release its Q4 2025 earnings soon. Ahead of this event, analysts anticipate Meta to generate earnings of $8.29 per share, representing an incre ...

Market Overview - Wall Street's rally of U.S. stocks continued into 2026, with the Dow, S&P 500, and Nasdaq Composite up 13%, 16.4%, and 20.4% respectively [2] - Financial analysts and economists are optimistic about the continuation of this rally in 2026 [2] AI Infrastructure Investment - AI infrastructure capital expenditure is projected to exceed $1 trillion by 2028 according to Goldman Sachs and Bank of America, with JP Morgan and Citigroup forecasting a cumulative total of $5 trillion by 2030 [4] - McKinsey & Co. estimates that global AI-powered data center infrastructure capex will reach around $7 trillion by 2030 [4] - Four of the "magnificent 7" stocks are set to invest $380 billion in 2025 for AI infrastructure, marking a 54% year-over-year increase, with expectations to rise to $440 billion in 2026 [5] U.S. Economic Fundamentals - The U.S. GDP growth rate increased by 4.3% in Q3 2025, following a 3.8% growth in Q2 2025, with consumer spending rising by 3.5% year-over-year [6] - Analysts expect S&P 500 earnings to increase by 7.6% in Q4 2025 and by 12.3% in 2026, with revenues expected to rise by 7.7% and 6.9% respectively [7] Federal Reserve Rate Cuts - The Federal Reserve lowered the benchmark lending rate by 75 basis points in 2025, following a 1% reduction in 2024, with the current rate at 3.50-3.75% [8] - Market participants anticipate two additional rate cuts of 25 basis points each in 2026, with a 60% probability for the first cut in April [8] Company Highlights: Marvell Technology Inc. - Marvell Technology, ranked 1 by Zacks, is benefiting from AI-driven data center growth, particularly in custom XPU silicon and electro-optic interconnect products [11] - The company is positioned as a key player in high-performance computing, with expected revenue and earnings growth rates of 22.3% and 26.1% respectively for the next fiscal year [18] - Marvell's acquisition of Celestial AI, specializing in Photonic Fabric technology, is expected to enhance its capabilities in energy-efficient AI infrastructure [14][16] Company Highlights: PG&E Corp. - PG&E, ranked 2 by Zacks, is involved in electricity and natural gas delivery in California, with a focus on nuclear energy as a clean energy solution [19][20] - The company has begun deploying AI-powered solutions at its Diablo Canyon Power Plant, enhancing operational efficiency and compliance [21][22] - PG&E's expected revenue and earnings growth rates are 6.4% and 9.1% respectively for the current year [24] Company Highlights: Snap Inc. - Snap, also ranked 2 by Zacks, is integrating AI across its platform, creating new monetization opportunities beyond traditional advertising [25] - The partnership with Perplexity will generate $400 million over one year, enhancing Snap's AI capabilities and targeting its 943 million monthly active users [27] - Snap's expected revenue and earnings growth rates are 13.4% and 52.3% respectively for the current year [29]

Sasin Paraksa / Shutterstock.com As we near the end of 2025, plenty of investors will undoubtedly be looking at ways to rebalance or reallocate funds within their portfolios. Indeed, for those looking to harvest some tax losses, or reposition one's holdings for the New Year, now would be the time to do so. After all, we only have a few days left in this fiscal year. Quick Read Alphabet posted over $100B in quarterly revenue for the first time in Q3. Alphabet’s revenue grew 16% year-over-year while e ...

Scott Olson / Getty Images Quick Read Berkshire Hathaway (BRK-A, BRK-B) CEO Warren Buffett retires after 60 years with 20% annualized returns. Greg Abel takes over as CEO on Jan. 1. Berkshire holds $380B in cash as Abel inherits a diversified conglomerate with insurance and energy operations. Berkshire trades at 1.5x book value despite transition uncertainty and concerns about losing the Buffett premium. A recent study identified one single habit that doubled Americans’ retirement savings and moved ...

Good Friday morning. Welcome to Opening Bid. I'm Yahoo Finance executive editor Brian Sazi.I want to be blunt right off the top here, friends. I have a lot to say about this Nike quarter that is hammering the stock here today. I think it sends a host of messages on one's investing process and on the broader investing landscape headed into next year.So, here we go. Every analyst report I have read this morning is praising the Nike quarter as if the company squashed EP estimates by 50 cents and offered up gui ...

Dallas, Texas-based Match Group, Inc. (MTCH) is an online dating and social discovery company with a market cap of $7.7 billion. It owns and operates a diversified portfolio of well-known dating platforms, including Tinder, Hinge, Match.com, OkCupid, Plenty of Fish, and Meetic. Companies valued at $2 billion or more are typically classified as “mid-cap stocks,” and MTCH fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the intern ...

Core Insights - Warren Buffett has spent nearly $78 billion on stock repurchases since July 2018, indicating a strong belief in the intrinsic value of Berkshire Hathaway [1][21] - Buffett is set to retire at the end of the year after 60 years of leadership, during which he has achieved a cumulative return of almost 5,942,000% for Berkshire Hathaway's Class A shares [2] - Despite a historically expensive stock market, Buffett has been selective in his investments, focusing on companies with sustainable competitive advantages and strong capital-return programs [5][7] Investment Strategy - Buffett's investment philosophy emphasizes value; he only buys when he believes he is getting a good deal [5] - In recent years, Buffett has sold more stocks than he has purchased, totaling nearly $184 billion in net selling over the last 12 quarters [6] - Notable recent purchases include 17,846,142 Class A shares of Alphabet (GOOGL), reflecting confidence in the company's advertising and cloud services [9][10][11] Company Performance - Alphabet holds a dominant position in global internet search, capturing 89% to 93% of the market share, which enhances its advertising pricing power [10] - Google Cloud is expected to drive significant sales and cash flow growth, with an annual sales growth rate exceeding 30% [11] - Domino's Pizza has been a consistent investment for Buffett, with a focus on brand trust and transparency, alongside a strong growth strategy [13][14][15] Share Repurchase Activity - Berkshire Hathaway's board amended buyback rules in July 2018, allowing for unlimited repurchases if the company maintains at least $30 billion in cash and believes its stock is undervalued [19] - Between July 2018 and June 2024, Buffett has repurchased shares for 24 consecutive quarters, although there has been a 16-month period without any purchases due to high share premiums [21][22] - The share premium to book value has increased to between 60% and 80% during the period of inactivity, indicating a cautious approach to valuation [22] Long-term Confidence - Buffett has consistently expressed confidence in Berkshire Hathaway as a long-term investment, emphasizing the company's ability to thrive in various economic cycles [23][24]

Core Insights - The article emphasizes the importance of dividend-paying stocks and funds as a primary focus for investment strategies, highlighting their potential for long-term growth and income generation [1]. Group 1: Investment Strategy - The investment approach combines traditional blue-chip dividend stocks with alternative asset classes such as business development companies, REITs, and closed-end funds to enhance income while maintaining total returns comparable to traditional index funds [1]. - A hybrid system is created that balances growth and income, allowing for a total return that aligns with the performance of the S&P 500 [1]. Group 2: Analyst Background - The author has over 15 years of experience in investing and specializes in identifying high-quality dividend stocks and assets that provide significant long-term growth potential [1].

Core Insights - Berkshire Hathaway has taken a $4.3 billion position in Alphabet, surprising many observers as Warren Buffett has not traditionally been a tech investor [1][2] - Alphabet is now among Berkshire's top 10 holdings, indicating Buffett's approval of the investment [2] - The future of Alphabet as a "forever stock" remains uncertain, as Buffett defines such stocks as those that are successful in their core businesses and have become essential global brands [3] Group 1: Forever Stocks in Berkshire's Portfolio - Coca-Cola is the first "forever stock," with Berkshire owning about 9% of its outstanding shares; the company has a strong economic moat and generates predictable cash flows [5][6] - American Express is the second stock, with Berkshire owning over 20% of its shares; it has a closed-loop network that allows it to capture full economic profit from credit card payments [7][8] - Occidental Petroleum is the third stock, with Berkshire owning more than 26% of its shares; despite concerns about its economic moat, the company is improving its balance sheet [9][10]