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. The three major stock averages are up on Thursday, as investors react positively to news headlines, including President Donald Trump saying that he's not planning to fire Federal Reserve Chair Jerome Powell. Jim Cramer is focused on today's star portfolio gainers. "What's really happening is that we are seeing an explosion for some of the companies that we own," he said. BlackRock shares soared more than 5% after a strong quarter, and Goldman Sachs gained more than 4% despite mixed results. 2. Despite Wednesday's dip, our trusted S & P 500 Short Range Oscillator is now "technically overbought," said Jeff Marks, director of portfolio analysis for the Club. These levels are enough to "scrutinize" the markets, Jim added, as the Club scouts its next play. "It's tough to buy here," he said. Instead, we booked profits in Dover this morning to raise cash and trimmed Honeywell on Wednesday to capitalize on the stock's recent rally. 3. Taiwan Semiconductor had an earnings blowout with guidance exceeding expectations. The company forecast 2026 revenue at roughly 30% year over year, up from the previously expected 25%, citing AI demand as the driver. The company also said demand for smartphones and PCs remains strong. Taiwan Semi's latest earnings are positive signals for both of our chipmakers, Nvidia and Broadcom . Apple is also a winner and shares "should be bought, if not aggressively." 4. Stocks covered in Thursday's rapid fire at the end of the video were: Morgan Stanley , Applied Materials , Draft Kings , and GE Healthcare . (Jim Cramer's Charitable Trust is long AVGO, BLK, DOV, GS, NVDA, AAPL. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
