Here’s a rapid-fire update on our 33-stock portfolio, including Cramer’s 6 favorites to buy
- ID
- 23288
- Status
- summarized
- Published
- 11 Sep 2026, 2:20 AM
- Fetched
- 11 Sep 2026, 2:36 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/09/10/a-rapid-fire-update-on-our-33-stock-portfolio-including-6-to-buy-now.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 1.5
- Created
- 11 Sep 2026, 2:38 AM
- Tags
- Audience
- saas_founders
What happened
Jim Cramer and portfolio director Jeff Marks ran through the CNBC Investing Club's 33-stock portfolio at their September Monthly Meeting, highlighting six names to buy now as they become more selective about AI exposure. The six include Kimberly Clark (post-Kenvue acquisition), Bank of New York (fee-based revenue counterbalance), and Intel (post-pullback on government lockup expiry concerns).
Why it matters
This is a retail stock-picking segment with no actionable takeaway for builders. The only tangentially relevant item is Intel being flagged as a buy after a sharp pullback, but no engineering, infrastructure, or product decision follows from it.
Discussion angle
Skip this one for the meetup — it's investment commentary, not builder-relevant tech news. If anything, the brief mention of becoming 'more selective about AI exposure' could spark a quick poll on whether the audience is seeing AI fatigue in their own markets.