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 Jim Cramer highlighted in a column earlier Thursday. Club holdings Dupont , Dover , Honeywell , Linde , GE Vernova , and Eaton all seeing extraordinary moves year-to-date, all while the S & P 500 has made only a slight move higher over the same period. With our trusted S & P Oscillator nearing overbought territory, we’re maintaining portfolio discipline and making some trims Thursday in Eaton and Procter & Gamble after those stocks benefited from the rotation. 2. Our decision…
For Immediate Release 2025-04-16 02:37:00 Who We AreCisco ThousandEyes is a Digital Experience Assurance platform that empowers organizations to deliver…