Here’s an Update on All 34 Portfolio Stocks, Including 7 Out-of-Favor Names to Buy

December Monthly Meeting: Jim Cramer shares his favorite out-of-favor stocks

The Federal Reserve’s latest cut led to a rebound in cyclical stocks, while Oracle’s mixed quarter renewed worried of an AI bubble. What’s next? Join Jim and Jeff Marks as they set the table for 2026.

US stocks open mixed as Oracle’s $50B AI spending plan sparks market jitters

US stocks opened mixed on Thursday as Oracle’s troubling earnings report spooked investors despite the Federal Reserve’s dovish rate cut just a day earlier. The S&P 500 fell 0.3%, unable to hold Wednesday’s momentum near record highs, while the tech-heavy Nasdaq Composite retreated 0.7%, reflecting broader concerns about AI spending sustainability. The Dow Jones Industrial Average bucked the trend with a 0.6% gain, buoyed by financials and indus…

U.S. Stocks Retreat as Oracle Slides on AI Spending Concerns, Bitcoin Reclaims $92K

U.S. stocks retreated on Thursday after Oracle Corp. posted its steepest single-day decline in nearly a year, reigniting market concerns that aggressive artificial intelligence spending is pressuring corporate balance sheets faster than it is delivering returns. The selloff weighed heavily on technology shares, particularly AI-linked names that have driven much of the 2024 equity rally, while the crypto market showed relative stability and modes…