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Nike's quarterly earnings report on June 30 is its last chance to show the stock deserves to stick
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The CNBC Investing Club on Wednesday convened for its June Monthly Meeting, during which Jim Cramer and Jeff Marks, director of portfolio analysis, dished out their latest thinking on all 35 portfolio stocks.
Key facts
- No wonder it's almost doubled in 2026 and now carries a bigger market cap (roughly $33 billion) than its former parent (almost $20 billion)
- Healthcare Cardinal Health: This one got caught up in a vicious rotation away from healthcare, taking it from about $230 early March to $182.50
- GE Vernova has a whopping $200 billion backlog for 2027, way ahead of management's expectations
- It's been making a nice move in recent weeks, and an eventual rate cut could send Home Depot to $400 per share, which would be 20% upside to current levels
Summary
Tech & data center Jim began the portfolio breakdown by saying he believes a re-ordering of the "Magnificent Seven" is upon them. The old guard is Alphabet, Amazon, Apple, Microsoft, Meta, Nvidia, and Tesla. Alphabet: This is a winner in the AI era thanks to YouTube, robotaxi service Waymo, and both the traditional Google Search business and its Gemini chatbot.