Club Top 10 to Watch Friday, Dec. 26 1. Stocks were little changed this morning as the S&P 500 performed well on a holiday-shortened week. The index was also poised for monthly, quarterly and annual gains. This morning, gold hit another all-time high. The precious metal’s performance has blown away stock prices this year, rising more than 70%. 2. China has imposed sanctions on 20 US defense companies, including the club name Boeing. Friday’s announcement came a week after the Trump administration announced a major arms sale to Taiwan worth more than $10 billion. The Chinese government wants Taiwan to become part of China again. 3. UBS analysts release their latest global sportswear study, concluding that Nike’s brand remains strong. The firm added positions in Nike on Wednesday following news that Nike’s board members, Apple CEO Tim Cook and former Intel CEO Bob Swan, bought more shares after the company’s poor performance. 4. A federal judge has denied a request by health tech company Masimo to block imports of certain Apple Watch models by the club name Apple. As a result, Apple is seeking either a rescission or a new trial in its patent dispute with Masimo over the blood oxygen sensor included in the higher-end Apple Watch. 5. Club name Nvidia has agreed to buy assets from nine-year-old semiconductor startup Groq for approximately $20 billion in cash, CNBC first reported exclusively on Wednesday. Bank of America described the partnership as “expensive but strategic” for the chipmaker in the long term. Analysts, who maintained a buy rating on the stock, compared the investment in Groq to NVIDIA’s successful acquisition of Israeli chip design company Mellanox in 2019, which became the foundation of the company’s networking “expansion moat.” 6. Oracle’s stock price is down 30% so far this quarter, its biggest quarterly decline since 2001. A lackluster earnings report earlier this month and concerns about whether the company will be able to open more server farms for OpenAI have weighed on investor sentiment. 7. Alphabet-owned Waymo yesterday suspended its robotaxi service in the San Francisco Bay Area due to flash flood warnings. Earlier this week, the tech giant announced updates to its robotaxi service to improve performance during power outages. 8. Google has rolled out a long-requested feature that allows Gmail users to change their old email address while retaining all their data and services. Under the new policy, account holders will continue to receive emails sent to their original address. However, those users will not be able to create another Gmail address for the next 12 months. 9. Netflix aired the NFL’s Christmas Day game for the second year in a row. Yesterday, soccer fans were quick to criticize Netflix’s production quality for the Cowboys-Commanders and Vikings-Lions matchups. The most specific complaint was the streaming platform’s decision to interview former players during the Cowboys-Commanders game. 10. Amazon’s 2025 was lukewarm. Next year may be different. If Amazon can bring its AI infrastructure online fast enough to meet demand, maintain AWS Cloud revenue growth momentum, and continue to scale advertising and retail efficiencies, we believe we could see a meaningful inventory recovery in 2026. Sign up for free for my Top 10 Morning Thoughts on the Markets email newsletter (See here for a complete list of Jim Cramer Charitable Trust stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you’ll receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
