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Jim Cramer Says Cleveland-Cliffs “Needs More Economic Activity to Do Better”
Yahoo Finance· 2026-02-10 15:58
Group 1 - Cleveland-Cliffs Inc. is facing challenges due to tariffs impacting its stock performance, although it has performed better than it would have without these tariffs [1] - The company produces flat-rolled and specialty steel products, including stainless, electrical, and tubular steels, as well as iron ore and hot-briquetted iron [3] - Comparatively, Nucor is viewed as a superior operator in the steel industry, with a strong performance and potential for purchase at a discount during market weaknesses [3] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Cleveland-Cliffs [4]
Jim Cramer on CrowdStrike: “I See Little or No Possibility of or Threat of AI Disruption”
Yahoo Finance· 2026-02-10 15:58
Group 1 - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is identified as a potential undervalued stock in the cybersecurity sector, with a noted decline of 30% from its highs [1] - The company is recognized for its cloud-based cybersecurity solutions, providing protection for endpoints, cloud systems, identities, and data [3] - The trust continues to support CrowdStrike despite its stock decline, emphasizing its importance in the cybersecurity space and the potential for collaboration with AI technologies [1][3] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to CrowdStrike, indicating a competitive landscape in the investment space [4] - The article suggests that while CrowdStrike is a strong player, other investment opportunities in AI may present less downside risk [4]
湾财晚报 | 明起多个平台陆续加收配送费;“岭南年货节”迎客超20万人次!
Nan Fang Du Shi Bao· 2026-02-10 15:58
全国铁路春运发送旅客突破1亿人次 截至2月10日8时,铁路12306(含网站、客户端等)已累计发售春运期间火车票超1.85亿张,10日开始发售2月24日(农历正月初八)车票。2月10日至15 日,徐州、合肥、武汉、南昌、温州至上海,郑州、济南、沈阳至北京,西安至成都,南昌至深圳等区间余票充足;北京至长春,六安、安庆、西安至上 海,上海至南昌,贵阳至广州、成都,西宁至西安,衡阳至深圳,合肥至杭州等区间尚有余票。(央视新闻客户端) 小象、叮咚、盒马、山姆春节期间集体加收配送费,最高为6元 又到春节配送费涨价时。2月10日,叮咚买菜、小象超市、山姆、盒马等即时零售生鲜买菜平台宣布在春节期间将加收运费。大部分平台在春节期间加收3 元服务费,盒马在春节期间任意金额订单均收取6元基础运费。最早实行加收服务费的为山姆,于2月11日开始,其余平台基本在2月14日前后开始实行。 由于春节期间通常会运力紧张,近年来生鲜买菜平台在春节期间一般都会加收服务费。针对这一措施,大部分网友也表示理解,称春节期间工作都是3倍 工资,加收服务费也合情合理。(南都N视频APP·政商数据) 广佛顶流!南都"媒体+"岭南年货节 前五日迎客超20万人 ...
Jim Cramer on Okta: “It’s Probably Worth Nibbling At”
Yahoo Finance· 2026-02-10 15:58
Okta, Inc. (NASDAQ:OKTA) is one of the software stocks that Jim Cramer named as potential undervalued buys. Cramer highlighted that the stock was not a part of the list, as he commented: Beyond that, I like three beaten-down cybersecurity names, because I think security’s important enough that most companies won’t want to experiment with having AI make their own in-house replacements. First is Okta, and they didn’t initially make the list because it’s only expected to have 7% earnings growth this year. It ...
Jim Cramer Says ServiceNow Is “Starting to Look Good”
Yahoo Finance· 2026-02-10 15:58
ServiceNow, Inc. (NYSE:NOW) is one of the software stocks that Jim Cramer named as potential undervalued buys. Cramer highlighted the company’s expected earnings growth during the episode, as he said: ServiceNow, which we had on the show last week, is also starting to look good, down over 50% from its high. They’re expected to grow earnings by 19% this year. And though you’d have to still pay a slight premium with the stock selling for nearly 24 times this year’s numbers, that’s down from nearly 70 times ...
道富银行策略师警告美元今年恐下跌10% 货币政策不确定性上升
智通财经网· 2026-02-10 15:58
智通财经APP获悉,美国资产管理巨头道富银行策略师Lee Ferridge表示,随着美联储未来可能比市场预期更大 幅度降息,美元今年存在下跌10%的风险,尤其是在下一任美联储主席上任之后,货币政策不确定性或明显上 升。 市场目前普遍预计,美联储将在今年6月左右重启降息,并在年底前至少实施两次、每次25个基点的降息。但 Ferridge认为,政策制定者在2026年仍有可能进行第三次降息。这一判断部分基于这样一种观点,现任主席鲍威 尔的继任者,可能会面临来自总统特朗普的更大压力,被要求降低借贷成本。 Ferridge在迈阿密举行的TradeTech FX conference期间接受采访时表示,"三次降息是有可能的,两次是较为合理 的基准情形,但我们必须接受,美联储政策正进入一个更不确定的阶段。" 他还指出,更深度的降息将降低海外投资者为其美国资产进行汇率对冲的成本。随着外国投资者加大对冲操 作,这一行为本身也将对美元形成压力,从而进一步拖累美元表现。 不过,Ferridge也表示,在短期内,若美国经济数据保持稳健、市场对降息预期有所降温,美元仍可能出现2% 至3%的阶段性反弹。 但从更长期看,Ferridge指 ...
Jim Cramer on Salesforce: “I Think It’s Near a Bottom”
Yahoo Finance· 2026-02-10 15:58
Salesforce, Inc. (NYSE:CRM) is one of the software stocks that Jim Cramer named as potential undervalued buys. Cramer noted that the stock is among those that look “enticing” and stated: Well, those are my top five that passed the strict screen we ran to identify undervalued software stocks. But if you’re willing to step a little outside these strict parameters, I’ve got five more that are starting to look enticing. Well, first, there is Salesforce, which we own for the Charitable Trust. Photo by jason ...
以高水平安全护航“一国两制”事业高质量发展
Xin Hua Wang· 2026-02-10 15:58
新华社北京2月10日电 题:以高水平安全护航"一国两制"事业高质量发展 白皮书清晰阐明香港维护国家安全的斗争从未停止、中央政府对香港有关的国家安全事务负 有根本责任、香港特别行政区切实履行维护国家安全的宪制责任、香港实现由乱到治走向由 治及兴、以高水平安全护航"一国两制"事业高质量发展。"一国两制"下香港维护国家安全 的实践波澜壮阔,历程极不平凡,成效有目共睹。 回归祖国后的一段时期,由于基本法第23条立法不能及时完成,香港维护国家安全的法律 制度存在严重漏洞,给敌对势力发动一系列反中乱港活动以可乘之机。2019年爆发的"修例 风波"对香港维护国家安全造成最严峻挑战。面对动荡局面,中央审时度势、果断决策,建 立健全特别行政区维护国家安全的法律制度和执行机制。2020年6月,中央出台香港国安 法,香港维护国家安全长期"不设防"的历史得以终结。香港国安法的制定实施成为香港由 乱到治的"分水岭"。在此基础上,香港特区于2024年顺利完成基本法第23条本地立法,持 续完善本地维护国家安全的法律制度,有力开展维护国家安全执法和司法,扎实推进国家安 全宣传教育。在中央政府坚定支持下,香港维护国家安全的机构日益健全,机制愈 ...
Jim Cramer on Intuit: “I’d Be a Buyer Right Here, Right Now”
Yahoo Finance· 2026-02-10 15:58
Intuit Inc. (NASDAQ:INTU) is one of the software stocks that Jim Cramer named as potential undervalued buys. Cramer said that the stock’s sell-off “doesn’t make much sense,” as he remarked: What else? Okay, here’s one that I’m happy to buy. It’s Intuit, the company behind TurboTax and QuickBooks, with a stock that’s down more than 45% from its high, trading at just around 19 times this year’s earnings estimates. One of the great growth stocks of our era. I mean, this sell-off doesn’t make much sense. P ...
Jim Cramer Notes Worday Stock Has Fallen Significantly From Its Highs
Yahoo Finance· 2026-02-10 15:58
Group 1 - Workday, Inc. is identified as a potentially undervalued stock, trading at less than 15 times this year's earnings estimates, with an expected growth rate of 18% despite a 43% decline from its highs [1] - The company provides cloud-based applications for managing financial processes, human resources, and business planning [3] - Polen Capital Management exited its position in Workday due to decelerating revenue growth and challenges in its core human capital management business, which is facing cyclical headwinds [3] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Workday [4]