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 S & P 500 fell Thursday as tensions brewed between the U.S. and Iran. With the geopolitical uncertainty on the rise, Jim Cramer said Thursday’s stock market sluggishness could be a sign that some traders want to take down their equity exposure into the weekend. Crude prices are also spiking on concerns about potential supply disruptions out of Iran, an OPEC member. CrowdStrike is among the Club stocks bucking the broader market, up about 1%. But it’s still down around 10% year to date, and Jim said he believes the security risks from growing AI adoption a big driver for CrowdStrike’s business thwarting attacks. “This is what I’d buy first,” Jim said. “This is the one to buy because it’s business is getting stronger with more [agentic AI].” 2. Club holding Texas Roadhouse will report quarterly earnings after the bell. Although we’re expecting strong same-store sales for the steakhouse chain, Jim is worried about weaker margins due to beef inflation. Management has already guided commodity inflation of 7% for 2026. Still, if this figure goes up, it could means bad news for the portfolio stock. The Club cut our Texas Roadhouse position in half on Wednesday ahead of earnings. It was our third sale of 2026. 3. Massive orders for Boeing ‘s jets couldn’t send the stock any higher. Shares fell nearly 1% Thursday despite news that the company signed a deal to sell around 100 aircrafts to Vietnamese-based carriers. The orders are worth more than $30 billion. The move lower doesn’t change our conviction in Boeing though. Jim said he remains “steadfast” on the company’s turnaround plan with CEO Kelly Ortberg in charge. 4. Stocks covered in Thursday’s rapid fire at the end of the video were: Walmart , DoorDash , Carvana , Molson Coors and Dell. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Buy this tech stock because AI makes its business stronger
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