Dorothy

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 Monday's key moments. 1. Stocks were mixed Monday as investors rotated back into software names while many AI hardware and data center stocks pulled back. "Software is reigning supreme, and hardware is selling down," Jim said. Club holding Salesforce and cloud computing company ServiceNow climbed roughly 3% and 6.5%, respectively. Meanwhile, Micron Technology fell nearly 4%. Jim said the market continues to shift between themes as investors rotate out of high-flying AI infrastructure stocks and into previously lagging areas of the market. "I would like to buy the hardware when it's down and sell the software when it's up," he said. 2.

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.