Mad Money w/ Jim Cramer 12/6/24
Mad Money w/ Jim Cramer
Deep Dive
Why has the S&P 500 dipped recently?
The average has had a slight dip, with the S&P 500 advancing 0.2% and the Nasdaq gaining 0.8%. This followed a relatively in-line November jobs report, with the unemployment rate remaining at 4.2%.
Why is Nvidia's stock considered weak despite HP Enterprise's strong quarter?
Nvidia's stock performance was uncharacteristically weak, which contradicted HP Enterprise's positive quarter and strong outlook. More information about Nvidia is expected on Monday.
Why are enterprise software stocks performing well?
Enterprise software stocks, including MongoDB and Salesforce, are performing well due to a shift in market sentiment and strong buying interest.
Why did Twilio's stock initially rise then stall?
Twilio's stock initially rose after a positive earnings report but stalled because bond yields unexpectedly increased, pushing up rates and lowering bond prices.
Why is it risky to own stocks with China exposure?
Stocks with China exposure, like C3.ai, are considered risky due to the current political and economic climate, including import complexities and potential tariffs.
Why is GameStop considered a "cold stock"?
GameStop is considered a "cold stock" because its performance is driven by speculation rather than legitimate reasons, making it a risky investment.
Why should investors be prepared for 'chatter' about the Fed cutting rates despite high CPI?
High CPI numbers are expected, which might lead to discussions about whether the Fed should cut rates. However, they are still expected to cut.
Why is Macy's under scrutiny?
Macy's is under scrutiny due to an incident involving hidden expenses, which requires further explanation from the company before forecasts can be trusted.
Why is Adobe stock expected to perform well?
Adobe, with its strong software offerings, is expected to perform well, potentially breaking out of the enterprise software peer group.
Why is Zegna's stock performance considered a "tricky question"?
Evaluating Zegna's stock is complex due to its diverse brand portfolio (Zegna, Tom Ford, and Tom Brown), uneven global recovery post-COVID, and significant impact from the Chinese market downturn.
What is the investment thesis for BlackRock?
BlackRock, led by Larry Fink, is a solid long-term investment. Short-term fluctuations are less important than the company's overall strength and potential for growth over many years.
Why is AppLovin a buy?
AppLovin, an enterprise software company, is considered a buy due to the current market enthusiasm for such stocks.
Why are high-yielding energy stocks not recommended?
Energy stocks like ExxonMobil are considered overvalued, making their high yields less attractive.
Why should investors exercise caution with ON Semiconductor?
ON Semiconductor, despite appearing cheap, faces headwinds from slowing auto sales, suggesting further price declines.
Why is Flying Industrial and Technology compared to Dover?
Flying Industrial and Technology resembles Dover, a well-regarded industrial company with a diverse product range.
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