Here's a rapid-fire update on our 32-stock portfolio, including Cramer's 5 favorites to buy
- ID
- 13951
- Status
- summarized
- Published
- 14 Aug 2026, 1:53 AM
- Fetched
- 14 Aug 2026, 2:45 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/13/heres-a-rapid-fire-update-on-our-32-stock-portfolio-including-cramers-5-favorites-to-buy.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 14 Aug 2026, 2:48 AM
- Tags
- Audience
- saas_founders
What happened
CNBC's Jim Cramer and portfolio director Jeff Marks ran through their 32-stock Investing Club portfolio at the August Monthly Meeting, highlighting five favorite stocks to buy: Nvidia (reporting earnings Aug 26), Micron (newest addition, entered Tuesday), and Intel (betting on CEO Lip-Bu Tan's foundry turnaround). The discussion framed these as plays on the AI trade rebounding.
Why it matters
This is stock-picking commentary, not technical or builder-relevant content. There is no actionable takeaway for developers, AI/ML learners, or startup founders beyond general awareness that Nvidia earnings land Aug 26 and memory demand remains supply-constrained due to AI workloads.
Discussion angle
Skip this one for the segment unless you want a 30-second note that Nvidia reports Aug 26 and memory supply is still tight from AI demand — relevant only if you're planning hardware budget timelines.