Every day, CNBC Investing Club with Jim Kramer releases home stretches. Market Movement: Stocks were low on Tuesday following a small profit from the S&P 500 on Monday. The federal government will be closed in the middle of the night unless it reaches a last-minute funding agreement. As discussed at the meeting on Tuesday morning, government closures are a bad reason to sell stocks and make changes to investment strategies. There is no clear trend as to what will happen to the market during the shutdown. Bank Stocks: Finance was one of the most intense hit sectors on Tuesday, with banks rolling shortly after 10am ET after consumer confidence fell to its five-month low. As a leading player in the subprime market, Capital One customers may first feel the impact of a slowdown in the economy. As a result, American Express stocks were slightly better. However, we consider a 6% decline in Capital One shares to be an overreaction, as the company’s credit quality is steadily improving. Credit card issuers have ample ability to acquire shares. Technology Stock: Technology Trade and AI Infrastructure Rally continued on Tuesday, with Metaplatform and CoreWeave signing a $14 billion deal for computing power, with Citi analysts raising AI Hyperscalar spending forecasts through 2029. Event Update: Amazon has announced numerous new hardware products at its Device & Services event. The most anticipated update was the new Alexa+ Integrated Echo smart speaker. Alexa+ is Amazon’s next-generation personal assistant with a generator AI. Amazon Management has promoted Alexa+ features in its previous revenue calls, noting how it differs from other generated AI chatbots like ChatGpt. “The Alexa+ experience is far better than previous Alexa experience,” CEO Andy Jassy said in a July 2025 second quarter revenue call. “She’s much smarter than her former self. She’s far more capable. And I’m good at answering questions, unlike the other chatbots there today, but I don’t think she can actually take any action for you. One of the best results for Alexa+ is to allow customers to buy goods and groceries in the Amazon market. That’s how Amazon Flywheel works. The company is developing products and services that will encourage more sales of other services. Another development from Tuesday’s event is Amazon Prime Sports and Betting Site It was an expansion of partnership between Fanduel. The two companies are teaming up to enhance the NBA Better viewing experience. Healthcare Rally: Healthcare was the top-performing sector on Tuesday after Pfizer signed a deal with the Trump administration, lowering drug prices and investing in US manufacturing. In response, the president said drugmakers would be exempt from drug tariffs for three years. Other pharmaceutical stocks flocked to the news as investors saw it as a potential blueprint for more transactions. The White House has already announced plans to build a multi-billion dollar manufacturing plant in the US, particularly so Eli Lilly said he is in talks to reach an agreement with the administration. Bristol-Myers Squibb should also follow in Pfizer’s footsteps. Interestingly, Danaher is one of the biggest winners in the sector It was also. This is an increase of over 5%. As a provider of the life sciences and biotechnology tools needed to make medicines, we should benefit from all of this oversight/reuse activities in the pharmaceutical industry. However, the timeline when this activity will significantly benefit Danaher’s outlook remains uncertain as it will take years for the new plants to work perfectly. Still, it is encouraged to the stock relief rally we added last week. Next: Nike reports revenue after the end of Tuesday, and the most important things we are looking for are the ongoing signs caused by improved innovation, relationships with wholesale partners, and improved inventory levels. Conagra before Wednesday’s opening bell. On the data side, Wednesday’s schedule includes weekly mortgage applications, ADP’s private sector employment reports, and ISM manufacturing. (For the full list of Jim Cramer’s Charitable Trust stocks, as a subscriber to JimCramer and CNBC Investing Club, Jim will receive a trade warning before Jim will make a trade. Jim will wait 45 minutes after sending a trade alert before purchasing or selling stocks in the Charitable Trust portfolio. If Jim talks about stocks on CNBC TV, he will wait 72 hours after issuing a trade alert before running the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with the disclaimer. Due to receiving information provided in connection with the Investing Club, there will be no obligation or obligation of the fiduciary. No specific outcome or profit is guaranteed.
